Top Boston, MA Financial Services Companies (125)
Centime is the leading cash management suite that helps fast-growing businesses easily control and manage cash flow. From forecasting, collections, invoicing, payments, credit, and reporting — our connected solutions leverage automation and artificial intelligence to help finance leaders increase productivity, reduce operational costs, and proactively manage risk. Centime is the only company to offer accounts payable, accounts receivable, and banking...
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...
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,...
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 >...
Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return...
The AMR Action Fund is a groundbreaking VC fund that enables breakthroughs in the development of antibiotics, anti-fungals, and other antimicrobials. We invest in companies developing innovative treatments for priority drug-resistant pathogens and advocate for market reforms and policy solutions to change how society values these lifesaving drugs
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,...
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...
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...
Quantis partners with leading consumer goods and financial services organizations to drive sustainable transformation to operate within planetary boundaries. We balance the latest science with business acumen to guide our clients to future-proof their business and thrive in a new planetary economy. We believe in the power of business to create a sustainable future where nature, people – and business –...
SS&C Advent, a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their business and thrive. Delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years, we help firms minimize risk, work together seamlessly with our clients, and help shape the future of investment...
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...
TIS helps CFOs, Treasurers, and Finance teams transform their global cash flow, liquidity, and payment functions. Since 2010, our award-winning cloud platform and best-in-class service model have empowered the entire office of the CFO to collaborate more effectively and attain maximum efficiency, automation, and control. By streamlining connectivity between our customers’ back-office systems and their worldwide banks, vendors, and business...
ZSuite Tech's' mission is to provide financial institutions with innovative technology that solves real problems for specific industry verticals to grow their businesses. The foundation of our company began in 2015 when Leader Bank, a community bank based out of Arlington, MA created a product innovation division within the institution. After several successful product launches, Leader Bank and the product...
We put the personal in personal finance. Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors — not just the wealthy — deserve personalized, comprehensive financial planning and investment advice. In 2018, two of America’s most prominent financial planning and investment management firms, Edelman Financial Services and...
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...
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.
Voya Financial, Inc. (NYSE: VOYA), provides health, wealth and investment solutions that enable its approximately 14.8 million individual, workplace and institutional clients to achieve their financial wellness goals with confidence. With a vision to be America’s Retirement Company®, Voya’s products, solutions and digital capabilities help create a better financial future for all. Voya is a Fortune 500 company that had...
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 the fund administrator of choice for a wide range of customers in the US, UK and EU. Every day, with every decision and every client interaction, our values serve as guideposts, improve the quality of our work, and strengthen our employee and client relationships. We are building the best culture in the business. As a business that is...
