Top Boston, MA Financial Services Companies (125)
We're a leading provider of finance digitalization and subscription management software solutions, designed to empower business users. Aptitude helps some of the world's most recognizable organizations to reduce costs, increase automation and surface better business insights, faster. For news and content related to eSuite, our subscription management solution, please see our Aptitude Subscription Management profile here: https://www.linkedin.com/company/104604
A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years
Satuit Technologies is the premier provider of CRM, reporting, and portal software solutions for buy-side asset management, hedge fund, wealth management, private equity, and real estate markets. The company has offices in Canada, the United States, and the United Kingdom and serves clients in more than thirty-five countries. For additional information, visit us at https://satuit.com/ or contact us today at...
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.
Raise Green is a financial technology platform for community-driven project finance. We empower all individuals with the tools they need to create and invest directly in to climate solution projects, like community solar. By creating new investment pathways open to anyone, we seek to democratize the ownership and benefits of the clean energy and climate-resilient infrastructure of the future. There...
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...
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...
FundGuard is the new era investment accounting utility that is transforming legacy investment operations with our AI-powered, cloud native and multi-asset class SaaS platform for asset managers, asset owners, custodian banks and fund administrators. Led by an experienced team of technology innovators and industry experts, our mission is to help investors around the world to accumulate and grow their assets safely...
ABOUT THE MOODY STREET GROUP The Moody Street Group, LLC, a General Agency of the companies of OneAmerica®, offers a variety of insurance and financial products and services to individuals, executives, professionals, and business owners. The Mission of the Moody Street Group, LLC, is to assist clients in reaching their personal and business goals and helping to secure their financial future with appropriate...
Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and solve key challenges in the alternative investments ecosystem. Today, we are proud to offer a complete investment management platform that is configurable, cloud-based, automated, and versatile. Our advanced CRM, deal management, fundraising, research management, and investor...
Wall Street Prep is a global financial training firm. Established in 2004 by investment bankers to train the financial services industry, Wall Street Prep trains over 10,000 professionals and students annually. Our client list includes the world's top investment banks, private equity firms, Fortune 1000 companies and business schools. Our online training and instructor-led boot camps are direct adaptations of...
Energetic Capital was created to catalyze deployment of renewable energy with a focus on sub-investment grade and unrated credit risks. Our process is faster and more scalable than any existing financing options, allowing more organizations to access and procure clean energy and efficiency solutions. We provide a comprehensive financing package that unlocks the benefits of efficient and affordable financing for renewable...
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...
Founded in 1984, Advent International is one of the largest and most experienced global private equity investors. The firm has invested in over 390 private equity investments across 41 countries, and as of December 31, 2021, had $88 billion in assets under management. With 15 offices in 12 countries, Advent has established a globally integrated team of over 265 private...
Wolf & Company P.C. is a national CPA and business consulting firm with a regional feel offering clients a wide range of services custom-tailored to suit their industry's unique needs. Since 1911, Wolf has provided clients with industry-leading assurance, tax, risk management, business consulting, and WolfPAC Integrated Risk Management® services. We pride ourselves on delivering customized solutions with deep involvement by...
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone. Nearly 108,000 advisors and more than 6,000 companies...
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...
Alegeus is the market leader in consumer directed healthcare solutions, offering the industry’s most comprehensive platform for the administration of healthcare benefit accounts (including FSAs, HSAs, HRAs, wellness incentive, dependent care, and commuter accounts), the industry’s most widely-used benefit debit card, and powerful consumer engagement solutions to help consumers optimize their healthcare spending and maximize their healthcare savings. Over 300...
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...
Putnam Investments is a global money management firm with 75 years of investment experience. Our broad range of investment products includes advisor-sold mutual funds; 401(k)s, IRAs, and other retirement plans; variable annuities; and institutional portfolios. Putnam 529 for America is sponsored by the State of Nevada, acting through the Trustees of the College Savings Plans of Nevada and the Nevada College Savings...
