What The Connemara Group does

The Connemara Group is a privately held investment management firm headquartered in Bethesda, Maryland, founded in 2009. The firm provides financial planning and investment management services to individuals in the pre-retirement and retirement phases of life, positioning itself as a specialist advisor for retirement-transition and decumulation planning rather than a generalist wealth manager. Its service offering centers on personalized planning, portfolio management, and ongoing advisory engagement with retiree and pre-retiree households in the Washington DC metropolitan area.

The firm operates with a small team of 1-10 employees under the leadership of Thomas B. Conway (President and founder) and Davey Quinn (Director of Investing). The operating model is a relationship-driven advisory practice; the input does not disclose any proprietary technology platform, automated/robo-advisory component, in-house research publication cadence, or institutional asset management capabilities. Revenue mechanics are not publicly disclosed, but consistent with the RIA model, the firm most likely earns asset-based advisory fees on client portfolios supplemented by planning fees, with no subscription software, transactional, or product distribution revenue streams indicated.

The firm does not have any disclosed subsidiaries, funding rounds, M&A history, regulatory actions, leadership changes beyond the founding team, or public market activity. Its geographic footprint is limited to a single Bethesda, MD office serving US-based clients. Notably, the provided input data is heavily mixed with an unrelated entity (Clínica Dental Santa Blanca, a 14-location Chilean dental clinic network) and contains no Connemara-specific operational, financial, or product data beyond the firmographic snapshot above, materially limiting deeper analysis.

Name

The Connemara Group

Website

https://connemara.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

The Connemara Group is a Bethesda, Maryland-based investment management firm founded in 2009 that provides financial planning and investment management services to pre-retiree and retiree households, operating with a small team under founder Thomas B. Conway.

Ownership category

akta.pro rank

Product category

Wealth Management / Retirement Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Retirement Income Planning & Decumulation Advisory (FSAEABAD)

Keywords

• Investment management services
• Retirement financial planning
• Wealth management advisory
• Pre-retirement planning
• Portfolio management services

Headquarters

HQ city

Bethesda

HQ country

United States

HQ region

North America

Offices14 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Dental clinical services: Revenue generated from comprehensive dental services including general dentistry, orthodontics, rehabilitation, implants, endodontics, periodontology, surgery, pediatric dentistry, and aesthetic treatments. Services are provided across 14 clinic locations.
2. Health insurance plans: Sale of dental health insurance plans for adults, children, and aesthetic treatments, offered through their digital platformsegurosdigital.cl.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

The Connemara Group is an investment management firm that delivers financial planning and investment management services to individuals approaching retirement and those already retired. Services combine personalized planning guidance with ongoing portfolio management tailored to the pre-retirement and retirement life stage.

Product overview

Clínica Dental Santa Blanca is a dental clinic network in Chile offering comprehensive dental services across 14 locations nationwide. The clinic provides a unified multi-specialty dental platform including general dentistry, prevention, orthodontics, oral rehabilitation, prosthetics, implantology, endodontics, periodontics, surgery, TMJ dysfunction treatment, facial aesthetics, pediatric dentistry (via Club Ratón Pérez sub-brand), smile design, and emergency care. The company also offers health insurance plans for adults, children, and aesthetics through its digital platform, with additional sub-brands including Clínica Nomade (mobile services) and BIUTT (aesthetic services). The portfolio represents a single integrated clinic network rather than separate software products.

Differentiator

Problem solved

Functional benefit

Brands

• Club Raton Perez: Pediatric dentistry services for children
• Clínica Nomade
• Biutt

Products and services

• Financial Planning Services
• Investment Management Services

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record.

• Club Ratón PérezOthersPediatric dental brand under the Santa Blanca family umbrella. Provides specialized dental care for children with child-friendly branding and environment. Related brand ecosystem partner driving pediatric patient acquisition.
• Clínica NomadeOthersMobile dental clinic service brand offering dental services outside traditional clinic settings. Part of the Santa Blanca family ecosystem providing flexible dental care options.
• BiuttOthersAesthetic dental services brand under the Santa Blanca family. Specializes in dental aesthetics and smile design services.

Scale indicators1 record

Broad incumbents

• Creative Planning: Large, multi-disciplinary RIA offering comprehensive wealth, retirement, and tax planning. Represents the scaled, full-service end of the spectrum against which Connemara competes for affluent retirees.
• Wealth Enhancement Group: National independent RIA platform that consolidates local advisory firms and has a strong retirement planning offering. Comparable client segment and competitive threat to Connemara's mid-Atlantic footprint.
• Edelman Financial Engines: One of the largest independent RIAs in the US, built originally around 401(k) rollover and retirement-plan participants. Overlaps with Connemara's retiree client base but operates at substantially greater scale.
• Carson Wealth: National wealth management firm with retirement-income planning as a core service line. Comparable in client segment, though significantly larger and partner-supported versus Connemara's boutique structure.
• Mercer Advisors: Large national RIA with deep retirement income and decumulation capabilities. Operates at greater scale but competes for the same retirement-focused client segment.

Direct peers

• Buckingham Strategic Wealth: Fee-only RIA with a strong planning-first philosophy and significant focus on retirement income and tax planning. Comparable to Connemara in service model and target client.
• Halbert Hargrove: Long-standing, fee-only RIA focused on retirement and wealth planning for individuals and families. Highly comparable to Connemara in size, fee-only model, planning-led approach, and retiree client base.
• Allworth Financial: Mid-sized fee-based RIA focused on retirement planning, 401(k) rollovers, and holistic financial planning. Closely comparable to Connemara in target market and service mix.

Emerging players

• Personal Capital (Empower Personal Dashboard): Hybrid digital wealth management platform focused on retirement planning, portfolio tracking, and advisory services. Targets the same pre-retiree and retiree segment as Connemara, with a more scalable technology model.
• Facet Wealth: Digital-first financial planning and investment advisory firm targeting mass-affluent and near-retiree clients. Comparable to Connemara in client segment, but differentiated by a tech-enabled delivery model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Connemara Group