Top Boston, MA Financial Services Companies (123)
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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.
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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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.
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.
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. Each of our brands unlocks different aspects of the economy for more people. Square makes commerce and financial services accessible to sellers. Cash App is the easy way to spend, send, and store money. Afterpay is transforming the way customers manage their spending over time. TIDAL is a music platform that empowers artists to thrive as entrepreneurs. Bitkey is a simple self-custody wallet built for bitcoin. Proto is a suite of bitcoin mining products and services. Together, we’re helping build a financial system that is open to everyone.
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.
Together, we've turn ambition into action. For more than three decades, Citadel has captured undiscovered market opportunities in markets around the world by empowering extraordinary people to pursue their best and boldest ideas. We strive to identify the highest and best uses of capital to generate superior long-term returns for the world’s preeminent public and private institutions.
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Founded in 2002, Leader Bank is a Massachusetts-based entrepreneurial financial institution that approaches banking differently. The core tenets of Leader Bank include client services, exemplary products, and innovation to meet the needs of its clients. Leader Bank’s best-in-class staff has been at the forefront of supporting the bank’s rapid growth and client-oriented solutions, as the bank has continued to expand its commercial and retail products and solutions over the last two decades. Leader Bank is a committed corporate citizen and prides itself on partnering with and supporting philanthropic organizations.
Hometap is on a mission to make homeownership less stressful and more accessible. Our home equity investment product provides homeowners with a fast, simple, and straightforward way to access the equity in their home without taking out a loan or having to sell. By investing alongside homeowners, Hometap offers debt-free cash in exchange for a share of their home’s future value — all without any monthly payments over the life of the investment. And its digital platform, the Home Equity Dashboard, empowers homeowners to make informed financial decisions about their home and take action on those decisions with confidence, speed, and ease. Through a combination of financial innovation and best-in-class customer service, Hometap enables people to get more from homeownership so they can get more from life.
We’re leading the world of regulatory compliance forward by offering greater efficiencies, greater cost savings, and greater accuracy. Using market-leading RegulationAI, Ascent helps customers in financial services automate their compliance programs, significantly reducing their risk while saving time and money.
At Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.
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.
Headquartered in the US with an operational hub in the DR, Forward Financing has been recognized as a Best Place to Work by the Boston Business Journal and Built In Boston and is certified as a Great Place To Work.® At Forward, we believe every business deserves financial opportunity. That’s why we provide fast, flexible capital to US small businesses that have often been underserved by traditional financing options. Our mission is to unlock the capital that fuels small businesses across America so that our people and the small businesses we serve can succeed and thrive. We’re investing in our employees, technology, and customer experience – with long-term success in mind every step of the way. Want to learn more? Visit: forwardfinancing.com/careers
Citadel Securities is the next-generation capital markets firm. Our work is powered by the deepest integration of financial, mathematical and engineering expertise. Combining deep trading acumen with cutting-edge analytics and technology, we at Citadel Securities deliver critical liquidity to the world’s most important financial institutions—while helping shape the global markets of tomorrow.
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.
Boston Millennia Partners provides private equity financing to high growth companies in the healthcare and life sciences industry. Our broad experience, combined with expertise in finance; operations; engineering; life sciences research and development; partnering with pharmaceutical companies; business development; executive recruiting; and law provides significant value to the companies in which we invest. Since the early 1980’s, members of our team have managed venture capital partnerships with very successful results for our investors and our entrepreneurs. The growth and success of our portfolio companies have, in turn, allowed us to grow and expand our capital base to over $700 million under management.
BlueSnap is a rapid-growth international FinTech company, headquartered in Waltham, MA, with offices in Israel, Ireland, and the UK. BlueSnap helps businesses accept global payments a better way. Our Payment Orchestration Platform is designed to increase sales and reduce costs for all businesses accepting payments. With one integration and contract, businesses can sell in over 200 regions with access to local card acquiring in 47+ countries, 100+ currencies and 100+ global payment types, including popular eWallets, automated accounts receivable, world-class fraud protection and chargeback management, built-in solutions for regulation and tax compliance, and unified global reporting to help businesses grow. BlueSnap is backed by world-class private equity investors including Great Hill Partners and Parthenon Capital Partners. Learn more at BlueSnap.com.
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.
We are a venture firm dedicated to entrepreneurial science, capitalizing internally owned companies to commercialize breakthrough medical technology. We have access to researchers who have already invested significant capital into developing new inventions necessary to make technologies available for commercial use. Our investment method is repeatable. Our mission: save lives, reduce suffering and bring medical technologies to people in need around the globe. Miraki Innovation is strategically located in the center of the Boston-Cambridge supercluster, an area that receives the most medtech and life science research funding on the planet. Our Venture Development Center neighbors Harvard University, MIT and Boston University, and is within miles of the world’s most respected medical schools and teaching hospitals. We have collaborative relationships with some of the top academic institutions and research organizations and agencies in the world and work proactively with them to turn medical breakthroughs into life-changing companies.
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