Top Boston, MA Financial Services Companies (125)
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...
LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through key decision points across all life events.
Sentinel Group is a single resource to manage all employee benefits. Founded in 1987, we have grown to be the second largest benefit consulting and administration practice in Massachusetts. Our services include: WEALTH PLANNING SERVICES > Investment Advisory Services > Retirement Plan Administration > Open Architecture Retirement Plan Recordkeeping > Defined Benefit & Cash Balance Plan Services > Actuarial Consulting > Employee Stock Ownership Plans LIFE PLANNING SERVICES >...
One80 Intermediaries is a privately held firm with offices throughout the US and Canada. As a leading insurance wholesaler and program manager, the company offers placement services and binding authority for property and casualty, life, travel/accident and health, affinity and administrative services and warranty business. One80 serves commercial companies, non-profits, public entities, individuals and associations and unions, and has access...
1251 Capital Group is a financial services holding company with deep industry operating experience in the asset management and insurance sectors. We seek to partner with unique franchises where we can add significant value by helping them achieve their growth ambitions. Our permanent capital base allows for a truly long-term approach to business planning. Rather than worry about short-term impacts, we...
Edenred is a leading digital platform for services and payments and the everyday companion for people at work, connecting 60 million users and 2 million partner merchants in 45 countries via close to 1 million corporate clients. Edenred offers specific-purpose payment solutions for food (such as meal benefits), incentives (such as gift cards, employee engagement platforms), mobility (such as multi-energy, maintenance,...
The Engine, built by MIT, is a venture firm that invests in early-stage companies solving the world’s biggest problems through the convergence of breakthrough science, engineering, and leadership. Our mission is to accelerate the path to market for Tough Tech companies by providing access to a unique combination of investment, infrastructure, and community.
John Hancock is a company built on trust and integrity. Throughout our rich history which spans 160 years, we have remained true to the ideals on which our company was built, while also encouraging fresh insights and new ways of thinking. Whether it’s helping our clients plan for their financial future, helping local communities grow stronger, or helping our employees...
MassDevelopment, the state’s development finance agency and land bank, works with businesses, nonprofits, banks, and communities to stimulate economic growth. Through these collaborations we help create jobs, increase the number of housing units, revitalize urban environments, and address factors limiting economic growth including transportation, energy, and infrastructure deficiencies. MassDevelopment’s work in finance and development impacts many facets of the Massachusetts economy...
Micronotes.ai delivers cloud-based digital engagement solutions to financial institutions that want to start conversations, develop relationships, and build trust with new and existing customers and members.
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...
We are a global investment firm and aim to help endowments & foundations, pension plans, and high net worth private clients implement and manage custom investment portfolios that generate outperformance and enable them to maximize their impact on the world. Working alongside its early clients, Cambridge Associates pioneered the strategy of high-equity orientation and broad diversification, which since its inception...
Powered by the leading app for promoting financial literacy for kids, Jassby allows you to manage chores, send allowances, or simply reward your kids for a job well done. Teach them the sound habits of saving, giving, and spending responsibly. Empower them with financial freedom and guide them as they grow, with Jassby, the safe, easy to use money app...
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,500 people, including over 650 investment professionals based in North America, Europe and Asia, we manage $699 billion* of assets across developed and emerging market equities, fixed income,...
Who We Serve Independent financial advisors turn to Commonwealth for sophisticated solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide. Advisor Advantage The firm takes a holistic, advisor-centric...
G20 Ventures is the capital partner that helps Web3 communities grow with smart money, great storytelling, and the right connections. Web3 isn’t about crypto, blockchain, or tokens. It’s about using those tools to bring people together… to share their ideas, coordinate their work, and align their interests. That's what we've always done, and what we do now.
We are an energized group of young people (and a few older ones) committed to making sure every kid develops a healthy relationship with money. We believe this starts with the family and that each time a parent (or friend or family member) gives a kid money is a “teachable moment”. Add up all those “teachable moments” and kids enter...
Designer Advantage, Inc. (DA) exclusively provides interior designers with bookkeeping, project management, and business management services. As the first company to provide a fully integrated bookkeeping, project administration and business management service exclusively to the interior design trade, DA's services enable interior designers to focus more time on their core competencies - sales and customer service - while improving both...
At OnCorps, our mission is to elevate work and performance by applying AI to handle predictable and laborious calculations, decisions, and tasks. We provide advanced AI solutions to the financial services industry. Our system has substantially reduced manual work, errors and risk. We solve problems with cross-disciplinary teams, from top-tier research universities and consultancies with industry, data science, and computer...
Knox helps you turn a property you already own into an investment that delivers passive income, with none of the work or hassle. Knox created the Frictionless Ownership Platform to streamline the entire process for an owner, from finding renters to taking care of maintenance to managing finances. Knox is on a mission to make owning investment property effortless and as...
