Top Boston, MA Financial Services Companies (123)
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Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.
Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly available and universally accessible.
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Grow along with our rapidly expanding organization and help us build and serve up customized, unique technological and client service solutions! We’re pushing the boundaries of what a debt consolidation company can offer. But our mission to uplift isn’t limited to our clients — we know our people deserve to be elevated to their highest potential through growth opportunities, a healthy work-life balance, and continued support.
Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution.
Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We’re people helping people. Together, we’re stronger.
SquareWorks Consulting is a NetSuite partner focused on elevating the role of finance, empowering organizations to drive business innovation and growth. Our products include Automate, a NetSuite-native financial automation platform providing best-in-class automation and AI-enabled capabilities. We also provide exceptional consulting services and partner with our customers to deliver high-quality NetSuite implementations, optimization services and ongoing support. We believe in building long term partnerships with customers to enable their success, and that starts with our team. We strive to enable our employees to achieve professional excellence by providing training and development resources, a diverse and inclusive workplace, a fully remote working environment, a healthy work/life balance, as well as other wellness benefits and programs. By embracing this mentality, we can put our best foot forward every day to help our customers succeed.
Alumni Ventures is a network-powered venture capital firm, disrupting the venture industry for both companies raising capital and investors seeking access to this asset class. We invest alongside many of the most well-known venture firms: Andreessen Horowitz, Sequoia, Greylock Partners, First Round, and Thrive Capital. For ENTREPRENEURS, we provide transparent, low-friction, value-add capital to innovative, high-growth companies from pre-seed through late stage. Our 60+ VCs are continually scouting and conducting due diligence on thousands of investment opportunities per year, and our central CEO Services team is dedicated to helping our portfolio companies succeed through bespoke services and by leveraging the power of our vast network. For INDIVIDUAL INVESTORS, we make investing in professional venture capital simple and accessible. Each of our over two dozen annual vintage funds provides investors with a smart, robust, and diversified venture portfolio. With quality access to investment opportunities and approachable fund minimums, true venture investing has never been more accessible. Choose your fund and let AV do the rest, or actively evaluate and opt into additional syndication fund investments. QUICK FACTS - Named to Fast Company's Most Innovative Companies list for 2022 - Named the SECOND most active venture firm in the US & the THIRD most active venture firm in the world by Pitchbook League Tables (2021) - Voted "Best Alternate Investments Platform" in the 2021 Benzinga Global Fintech Awards - 600K+ investors, community members, subscribers - 900+ high-growth portfolio companies invested in on behalf of our investors - 175+ staff including 60+ full-time investors in key US venture hubs - 400+ Alumni Ventures Fellow Program graduates - Investment size: Our checks range from $50K–$10M+ AV's JUST CAUSE To grow and engage with an inclusive community of teammates, investors, and entrepreneurs disrupting the status quo in order to build a better future.
Clean Energy Ventures is a venture capital firm focused on investing in companies commercializing disruptive advanced energy technologies and business model innovations that can achieve significant scale by taking advantage of market-driven forces to address global climate disruption. The firms’ principals have been investing in, supporting and mentoring early-stage clean energy startups together since 2005, and work with a deep bench of Venture Partners who, together with the Principals, represent more than 300 years of combined clean energy operating and investing experience. Additional information is available at: https://www.cleanenergyventures.com.
Insource Services, Inc. provides cost-effective outsourced Finance, Human Resources, Technology & Training services to organizations experiencing growth and change. As a trusted partner, Insource can perform all accounting and finance, technology, and human resource back office functions in addition to providing CFO, CIO and senior HR leadership and counsel. Our client base features a diverse group of dynamic businesses and non-profit organizations including representation from high technology, biotech, law firms, philanthropic organizations, religious institutions, charter schools, and other professional service companies. In addition to our core services, we provide Leadership, DEI and other staff training as well as executive search and staffing services.
At ADF, we aim to better meet the financial needs of underestimated Americans across the credit spectrum through our mastery of cutting-edge data science and technology and our commitment to mutual success Traditional finance has underestimated tens of millions of Americans, freezing them out of borrowing altogether or preventing them from borrowing at rates they can afford. At ADF, we believe the problem isn't risky customers but rather the limited data and old-fashioned analysis that financial institutions have used to assess them. When the problem is redefined this way, it follows that the solution is to first measure customers’ real credit risk. And so we built an innovative, AI-powered consumer lending platform -- Personify Financial -- that offers a superior alternative to many of the other types of non-prime loans available to underestimated consumers. Instead of just looking at a borrower’s credit score and a handful of other data points, our models draw from a set of over 30,000 predictive variables – giving us a crystal-clear snapshot that allows us to match the customer with loans they can afford to repay at risk-appropriate rates. Connecting customers to loans at rates that reflect their true creditworthiness is only the start of our win-win approach. Our platform provides three-year, amortizing installment loans with no prepayment penalties or balloon payments. On most of our loans, we automatically reduce customers’ interest rates for every six consecutive months of on-time payments. Finally, all our customers get access to free, online financial education tools to help them create lasting improvements in their financial health. ADF, an Inc. 5000 company for three years running, is headquartered in San Diego, California. Our team of roughly 500 employees is split between the United States and India.
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future
SS&C Intralinks is a leading financial technology provider for the global banking, dealmaking and capital markets communities. As pioneers of the virtual data room, our technology enables and secures the flow of information, empowering our customers to work more productively and with complete confidence. Intralinks facilitates strategic initiatives such as mergers and acquisitions, capital raising and investor reporting. Our solutions enhance these business-critical processes by streamlining operations, reducing risk, improving client experiences and increasing visibility. Start your next big deal now. Go to: https://www.intralinks.com/products/mergers-acquisitions/virtual-data-room For a full list of locations visit https://www.intralinks.com/contact/locations Twitter: @intralinks INsights Page: https://www.intralinks.com/insights Facebook: https://www.facebook.com/intralinks/ Instagram: @intralinks https://www.youtube.com/intralinks
Artemis Capital Partners is a Boston-based private equity firm focused on acquiring and growing differentiated industrial technology companies. Artemis seeks to partner with companies that have strong established management teams, outstanding engineering capabilities, unique products, and expanding niche markets. For more information on Artemis, please visit: www.artemislp.com
Olmstead helps clients with strategy and implementations for Investment Operations, Client Experience, and Data & Technology. From optimizing operating models, to enterprise data warehouse implementations, to digital transformation of fund reporting and distribution, our consultants have the unique expertise to help your investment management firm execute its strategy.
M33 Growth is a venture and growth stage investment firm that seeks to partner with founders and CEOs to rapidly scale their companies and break through as industry leaders. With deep experience fueling sales and marketing engines, driving acquisitions and building value through data assets, M33 Growth aims to propel portfolio companies to success in their markets. Founded by veterans of renowned investment firms with considerable operational experience, the Boston-based firm focuses on companies in the software, healthcare and services sectors in North America.
Federal Home Loan Bank of Boston (FHLBank Boston) is committed to making New England a better place to live and do business, and our employees are integral to our success. As a cooperative, we are owned by more than 440 banks, credit unions, insurance companies, and community development financial institutions that access tens of billions of dollars of our reliable, wholesale funding each year. Our funds are a vital resource that help our members succeed, provide families with safe, decent affordable housing, and generate economic development that creates jobs in communities throughout our region. Our highly skilled team of 200 is diverse, innovative, collaborative, and passionate about the work we do. We seek other professionals excited to share their knowledge, talent, and passion for our mission to join our team. We offer opportunities for career development, comprehensive wellness benefits, and a work-life balance. FHLBank Boston is committed to building and sustaining a diverse workforce that reflects the communities we serve. As an Equal Opportunity Employer, we strongly encourage applicants from every ethnicity, color, religion, gender, age, national origin, disability, veteran status , and sexual orientation.
As part of the Central bank of the United States, the Boston Fed works to promote sound growth and financial stability in New England and the nation. We contribute to communities, the region, and the nation by conducting economic research, participating in monetary policy-making, supervising certain financial institutions, providing financial services and payments, playing a leadership role in the payments industry, and supporting economic well-being in communities through a variety of efforts.
NDVR is a wealth optimization company that creates sophisticated portfolios using advanced technologies and institutional-grade investment strategies delivered through a digital first experience at remarkably low fees.
Volition Capital is a growth equity firm established in 2010 that focuses on investing in high-growth, founder-owned technology businesses across the U.S. and Canada that generally have between $5 million and $50 million in revenue with demonstrated capital efficiency. The firm's portfolio comprises 26 companies in the United States and Europe. Volition Capital specializes in software, Internet, information services and tech-enabled services companies that have operating discipline and aspirations for greatness. (www.volitioncapital.com)
Lendbuzz is an AI-based auto finance platform that helps consumers with thin or no credit history obtain financing when purchasing a car. Powered by machine learning and proprietary algorithms, Lendbuzz can assess the creditworthiness of consumers with limited credit history—a group underserved by traditional banks. Through their auto dealership partners, Lendbuzz offers consumers attractive financing solutions while opening up opportunities for those dealerships to serve a more diversified client base. Lendbuzz is headquartered in Boston, Massachusetts and was founded in 2015.
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