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Top Boston, MA Financial Services Companies (35)

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Fintech • Information Technology • Software • Financial Services • Big Data Analytics
Boston, Massachusetts, USA
4,000 Employees

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.


Fintech • Financial Services
Needham, Massachusetts, USA
1,400 Employees

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.


Big Data • Fintech • Information Technology • Insurance • Financial Services
Boston, Massachusetts, USA
6,000 Employees

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.


Fintech • Machine Learning • Payments • Software • Financial Services
Boston, Massachusetts, USA
55,000 Employees

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.


eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Boston, Massachusetts, USA
12,000 Employees

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.


Fintech • Insurance • Payments • Social Impact • Financial Services
Arlington, Massachusetts, USA
400 Employees

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.


Financial Services
Boston
1,801 Employees

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape. Visit www.withum.com for more information. #WithumWay


Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
Boston, Massachusetts, USA
12,000 Employees

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.


Fintech • Information Technology • Payments • Financial Services • Cryptocurrency
Boston, Massachusetts, USA
1,200 Employees

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.


Fintech • Real Estate • Software • Financial Services • PropTech
Fully Remote, USA
238 Employees

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. Its digital platform 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.


Cloud • Fintech • Software • Analytics • Financial Services
Boston, Massachusetts, USA
170 Employees

Founded in 2001, Geode is headquartered in Boston’s financial district, the center of one of the world’s most vibrant finance and technology hubs and employs approximately 170 employees. Geode is a systematic asset manager providing core beta exposures across a range of equity and niche asset classes, with over $1 trillion in AUM as of March 31, 2024. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization. Geode is proud to be an equal opportunity employer and support a diversified work environment.


Fintech • Social Impact • Software • Financial Services
Boston, Massachusetts, USA
40 Employees

Stride Funding, selected for the 2023 Forbes Fintech 50 list and named the 2022 Startup of the Year by Startup Boston, is a venture-backed, mission-driven company that is transforming access to education with innovative forms of financing. We work to increase educational access by leveraging alternative data sets, innovative modeling techniques, and school-support funding to offer outcomes-driven financing products (e.g. income share loans, deferred tuition agreements, and employer-sponsored programs) on the basis of students’ future career trajectory—rather than their historical family credit profile. In the past year, we’ve closed the largest Income Share Loan fund in history, raising $105 million to support non-degree students in high-quality bootcamps, and launched groundbreaking programs to support students at schools ranging from Stanford Law School to General Assembly. Charging ahead on our student-centric mission, Stride Funding has become the largest player in the outcomes-based financing market, supporting students at more than 150 schools and bootcamp programs across the country, with over $135mm in servicing. Our team has grown 3x in the last year, and we’re not stopping any time soon. Joining the Stride Squad means playing a role in creating meaningful change, doing work you truly love, while surrounded by a team that shares your passion!


Fintech • Financial Services
Fully Remote, USA
452 Employees

Headquartered in Boston, 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 small businesses that have often been underserved by traditional financing options. Our mission is to build a world-class fintech company so our customers and people can reach their full potential. 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


Financial Services
Boston, Massachusetts, USA
29 Employees

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.


Financial Services
Boston
1 Employees

Shak Capital Corporation is a based financial services company, focused on bringing a fresh set of perspectives on the global outlook through investment management and research. Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work. Founded in 2022, we are a community of independent thinkers who share a commitment for excellence.


Fintech • Financial Services
Boston

Opus Technologies is a leading provider of contactless payment solutions, offering innovative technology tailored to meet the evolving needs of businesses and consumers. Known for their cutting-edge products and commitment to excellence, Opus specializes in customizable solutions designed to enhance security, reliability, and user experience. With a focus on innovation and customer satisfaction, Opus Technologies is a trusted partner for businesses seeking to implement contactless payment systems that streamline transactions and drive growth.


Financial Services
Boston
174 Employees

B2B CFO's services include improvements in finance, accounting and operations, and company growth, as well as helping owners to transfer or sell their companies. The firm’s 200+ professionals work directly with business owners, on site. Each is also an equity owner in B2B CFO and has more than 25 years of senior-level experience. With a nationwide presence, B2B CFO is the largest company of its kind in the United States. Founded in 1987 and headquartered in Mesa, Arizona, B2B CFO has ranked in the Inc. 5000 and was recognized in 2018 as one of Forbes Magazine’s “Small Giants.” For more information please visit www.b2bcfo.com


Consumer Web • Fintech • On-Demand • Social Impact • Financial Services
3 Employees

Pebble is a fintech startup that helps everyday investors align their money with their individual ideas, opinions and values. We do this by turning any traditional ETF or index fund from something inflexible... into something you can customize and call your own. Money is personal... but today's investing is not. We're here to change that.


Big Data • Cloud • Healthtech • Information Technology • Software • Financial Services
Fully Remote, USA
179 Employees

Abacus Insights allows healthcare companies to unlock the value of their data by removing the burden of maintaining and updating an enterprise data management platform. Abacus provides a flexible, efficient, and secure platform that organizes and exchanges data from various sources and formats, allowing healthcare companies to uncover differentiated insights.


Automotive • Financial Services
Newton, Massachusetts, USA
185 Employees

First Help Financial (FHF) is one of the fastest growing and most diverse companies in the U.S. We provide auto loans to the underserved and care for our customers and partners with exceptional service. Through flexible financing options and tri-lingual support, we offer consumers an easier way to finance their first car. We lend to and support our portfolio which has consistently grown 40% each year over the last five years. Here you will find hard-working colleagues that come from over 20 countries. We hold ourselves to the highest standards of professionalism but also enjoy our work. Our culture and benefits are geared towards making you successful in life and comfortable at work.