Top Boston, MA Financial Services Companies (126)

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...

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...

The Maples Group is a leading service provider offering clients a comprehensive range of legal services on the laws of the British Virgin Islands, the Cayman Islands, Ireland, Jersey and Luxembourg, and is an independent provider of fiduciary, fund services, regulatory and compliance, and entity formation and management services. The Maples Group distinguishes itself with a client-focused approach, providing solutions...

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...

Sungage Financial provides industry-leading solar financing that's more than just a loan. We're here to help our partners shine. Solar installers choose Sungage because they get the support and expertise of a team that goes the extra mile to make their lives easier and help them succeed.

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...

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...

oneZero develops multi-asset class trading technology, which empowers financial institutions and brokers to compete in today’s ever-changing global markets. Our powerful software solutions serve all your trading needs, delivering the highest reliability, scalability and high-performance trading technology. oneZero was founded in 2009 by technology experts Andrew Ralich and Jesse Johnson in Cambridge, MA. We have been liquidity neutral and independent...

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,...

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...

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...

Givzey's standalone Gift Agreement Platform empowers fundraisers to formalize and book gift commitments in seconds.

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...

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...

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...

Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios. From offices in North America, Europe, Asia and Australia, Eaton Vance’s distinct investment brands offer a broad complement of investment strategies and wealth management solutions. Exemplary service, timely innovation and attractive returns over market cycles have been hallmarks of Eaton Vance...

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...

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,...

FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. Today, FINTRX serves hundreds of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers. In November of...

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...