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101 Best Massachusetts Finance Companies and Startups - Best Startup US

101 Best Massachusetts Finance Companies and Startups

October 27, 2021
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This article showcases our top picks for the best Massachusetts based Finance companies. These startups and companies are taking a variety of approaches to innovating the Finance industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

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Top Massachusetts Finance Startups

Data sourced from Crunchbase and SemRush.

Duck Creek Technologies

Duck Creek Technologies

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Duck Creek Technologies develops industry-specific software that helps insurance carriers to deploy and manage their products and services.

MineralTree

MineralTree

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MineralTree provides mobile and online accounts payable automation software for finance professionals at growing organizations.

MineralTree

General Electric (GE)

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General Electric Company offers infrastructure and financial services worldwide.

MineralTree

Help Scout

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Help Scout offers a help desk invisible to customers, that helps companies deliver outstanding customer support.

MineralTree

Forward Financing

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Forward Financing is a Boston-based fintech company that provides fast, flexible working capital to small businesses nationwide

MineralTree

Nexamp

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Nexamp transforms the new energy economy with proven solutions for solar energy development, ownership, and operation.

MineralTree

Santander Bank

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Santander Bank is a retail bank that provides its users with financial products and services.

MineralTree

AcadiaSoft

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AcadiaSoft develops and markets derivatives and collateral management solutions for institutional investors.

MineralTree

Finch

Crunchbase Website Twitter Facebook Linkedin

Finch is a seamless, all-in-one account that provides the benefits of investing with the flexibility of checking

MineralTree

GrabCAD

Crunchbase Website Twitter Facebook Linkedin

GrabCAD is an online community network for mechanical engineers to share talent, expand knowledge and collaborate with others.

MineralTree

Accion

Crunchbase Website Twitter Facebook Linkedin

Accion is a global nonprofit that gives people access to financial tools needed to improve lives.

MineralTree

Openbay

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Award-winning online marketplace for automotive repair and service, and provider of SaaS-based offerings for the automotive care industry.

MineralTree

OM Asset Management (OMAM)

Crunchbase Website Twitter Facebook Linkedin

OM Asset Management is a global, diversified multi-boutique asset management company

MineralTree

CarePort Health

Crunchbase Website Twitter Facebook Linkedin

CarePort Health is an online booking engine that identifies and connects with high-quality post-acute care providers.

MineralTree

55ip

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55ip is a tax-smart investment strategy engine used by financial advisors to dramatically improve their efficiency and effectiveness.

MineralTree

ConnectPay

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ConnectPay specializes in payroll and tax compliance services.

MineralTree

Adage Capital Management

Crunchbase Website Twitter Facebook Linkedin

Adage Capital Management focuses on managing S&P 500 assets predominantly for endowments and foundations.

MineralTree

Liberty Mutual Insurance

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Liberty Mutual Insurance provides a broad range of insurance products and services.

MineralTree

Social Finance

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Social Finance focuses on mobilizing capital to drive social progress.

MineralTree

BodesWell

Crunchbase Website Twitter Facebook Linkedin

BodesWell partners with large financial services companies to provide digital financial planning to millions of clients.

MineralTree

Hometap

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Hometap aims to revolutionize home financing, giving homeowners a new way to take advantage of the equity in their homes.

MineralTree

Trefis

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Trefis provides stock analysis services that breaks down a stock price by the contribution of company’s major products and businesses.

MineralTree

Botkeeper

Crunchbase Website Twitter Facebook Linkedin

An intelligent bookkeeping automation platform powered by human-assisted AI, purpose built for accounting professionals.

MineralTree

Valore

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Valore offers innovative solutions that eliminate the inefficiencies throughout the textbook industry.

MineralTree

Ironhorse Funding

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Ironhorse Funding is a leading alternative specialty lender to motorcycle/powersports dealerships and finance companies

MineralTree

Sungage Financial

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Sungage Financial provides a proprietary online platform that enables homeowners to apply, qualify, and contract for solar financing.

MineralTree

MassMutual

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MassMutual is a mutual life insurance company that provides investment management and trust services.

MineralTree

Crowdly

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Crowdly is a social advocate management platform that helps brands find, rank and engage their advocates on Facebook.

MineralTree

FinMason, Inc

Crunchbase Website Twitter Facebook Linkedin

Investment Analytics as a Service firm empowering agile for all WealthTech firms

MineralTree

ZSuite Technologies

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ZSuite Technologies provides financial institutions with innovative technology that solves real problems and grow businesses.

MineralTree

Adjoint

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Adjoint provides a full-stack platform that encompasses all stages of the smart contract lifecycle from conception to deployment.

MineralTree

Akoya

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Akoya is a financial service company creating a new API-based network enabling access to consumer financial data.

MineralTree

Truelytics, Inc.

Crunchbase Website Twitter Facebook Linkedin

Truelytics is a B-to-B Enterprise SAAS startup located in Boston, pioneering what we call the Advisor Transition Management platform.

MineralTree

LeaseQ

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LeaseQ is an online market place that connects businesses, equipment dealers, and leasing companies to make selling and financing equipment.

MineralTree

Outline

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Outline builds public policy simulators for city & state governments.

MineralTree

Advisor Circle

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Advisor Circle is a creator, curator, and distributor of high-quality financial content for growth-oriented financial professionals.

MineralTree

Resultid

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A platform to provide real-time signals in data where no one else is looking, leading to quicker more effective decision making.

MineralTree

Fashion Project

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Fashion Project is an e-commerce store offering exclusive fashion products donated by style icons, celebrities and philanthropists.

MineralTree

Gridline AI

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Gridline AI is an AI-powered platform that provides the easiest way to unlock project finance.

MineralTree

Trustbridge Partners

Crunchbase Website Twitter Facebook Linkedin

Trustbridge Partners is a global growth-oriented private equity firm founded in 2006 with approximately $11 billion in AUM

MineralTree

PayDownHero

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PayDownHero’s app is live in iOS, we empower users to aggressively combat auto loan debt, using round-ups, micropayments and real-time data!

MineralTree

Ab Initio

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Ab Initio is a software platform providing high-volume data processing systems and enterprise application integration for businesses.

MineralTree

Team Solar

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Team Solar is a turnkey investment solution into mid-market solar projects for non-profits.

MineralTree

Lumint

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Lumint is a financial services company that specializes in providing outsourced currency management.

MineralTree

Flagship Pioneering

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Flagship Pioneering is a venture capital firm that invests in life sciences and healthcare companies.

MineralTree

LPL Financial

Crunchbase Website Twitter Facebook Linkedin

LPL Financial is the largest independent broker-dealer in the United States.

MineralTree

CauseEDU

Crunchbase Website Twitter Facebook Linkedin

CauseEDU is a crowdfunding and college financial literacy platform.

MineralTree

Currensee

Crunchbase Website Twitter Facebook Linkedin

Currensee is a financial services company that serves as a social network for foreign exchange traders.

MineralTree

Quatromoney

Crunchbase Website Twitter Facebook Linkedin

We empower financial institutions and employers to become “paying for college heroes” with a turnkey college finance planning solution.

MineralTree

Sunley House Capital Management

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Sunley House Capital Management is an investment manager focused primarily on publicly traded securities.

MineralTree

Cambridge Associates

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Cambridge Associates is a global investment firm serving endowments and foundations, pensions, healthcare systems, and private clients.

MineralTree

Storytime Studios

Crunchbase Website Twitter Facebook Linkedin

Storytime Studios created Skit!, an app that allows users to create animated movies using images from their device or social network.

MineralTree

GMO

Crunchbase Website Twitter Facebook Linkedin

GMO is a global investment management firm committed to providing sophisticated clients with superior asset management solutions.

MineralTree

CartCrunch

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CartCrunch is a mobile app that enables its users to save money by finding the best local store for their entire shopping list.

MineralTree

LogicManager

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LogicManager is the recognized leader of enterprise risk management solutions and the author of the RIMS Risk Maturity Model.

MineralTree

Guidepost Growth Equity

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Guidepost Growth Equity partners with growth-stage technology companies offering innovative solutions.

MineralTree

Affiliated Managers Group

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Affiliated Managers Group is a asset management company with boutique investment management.

MineralTree

Local Lift

Crunchbase Website Twitter Facebook Linkedin

Local Lift brings crowdfunding to your local area.

MineralTree

Finalta

Crunchbase Website Twitter Facebook Linkedin

Finalta develops software for institutional asset managers worldwide.

MineralTree

Arbella Insurance Foundation

Crunchbase Website Twitter Facebook Linkedin

Arbella. Here. For Good. Visit us on Facebook: Facebook.com/ArbellaInsurance.

MineralTree

ImpulseSave

Crunchbase Website Twitter Facebook Linkedin

ImpulseSave is a free banking platform that enables people to save from their mobile phones on ecommerce sites such as Amazon.

MineralTree

Homesite Group

Crunchbase Website Twitter Facebook Linkedin

Founded in 1997, Homesite Group Incorporated offers a wide range of insurance products including home, renters, condo, auto and commercial.

MineralTree

Melius

Crunchbase Website Twitter Facebook Linkedin

Melius is a financial products distributor that offers financial advice and guidance for its users.

MineralTree

State Street Global Advisors

Crunchbase Website Twitter Facebook Linkedin

State Street Global Advisors is the investment management division of State Street Corporation

MineralTree

Social Made Simple

Crunchbase Website Twitter Facebook Linkedin

Social Made Simple is a media marketing tools and services for small businesses.

MineralTree

Libboo

Crunchbase Website Twitter Facebook Linkedin

Libboo connects buzzers and readers with books they will enjoy and share, to create digital bestsellers and help new authors.

MineralTree

Edelman Financial Engines

Crunchbase Website Twitter Facebook Linkedin

Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.

MineralTree

Eaton Vance Management

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Eaton Vance provides advanced investment strategies and wealth management solutions.

MineralTree

LifeDesign Holding Company

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LifeDesign Holding Company is a wholly owned subsidiary of Fidelity Mutual Holding Company.

MineralTree

Boston Properties

Crunchbase Website Twitter Facebook Linkedin

Boston Properties, Inc. is an integrated, self-administered and self-managed real estate investment trust (REIT).

MineralTree

Ampersand Capital Partners

Crunchbase Website Twitter Facebook Linkedin

Ampersand is a middle market private equity firm focused on investments in two core sectors: Healthcare and Industrial.

MineralTree

Financial Diligence Networks

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Financial Diligence Networks is a private network connecting allocators and hedge funds.

MineralTree

Risk Strategies Company

Crunchbase Website Twitter Facebook Linkedin

Risk Strategies Company (RSC) is a privately-held, national firm with offices across the country.

MineralTree

Spring Lake Equity Partners

Crunchbase Website Twitter Facebook Linkedin

Spring Lake Equity Partners is a Boston-based private equity firm. We invest equity capital primarily in later-stage, technology-oriented

MineralTree

Blueleaf

Crunchbase Website Twitter Facebook Linkedin

Salesforce.com meets Mint.com for Wealth Managers

MineralTree

Buckit

Crunchbase Website Twitter Facebook Linkedin

Buckit is an AI personal Financial Manager

MineralTree

Hometown Financial Group

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Hometown Financial Group is a $3.0 billion mutual holding company offering a complete line of commercial, business, and consumer banking.

MineralTree

SpringTide

Crunchbase Website Twitter Facebook Linkedin

SpringTide is a venture capital firm supporting the world’s best health-tech founders

MineralTree

NDVR

Crunchbase Website Twitter Facebook Linkedin

NDVR is an operator of the investment company intended to improve portfolio management services.

MineralTree

TimePayment

Crunchbase Website Twitter Facebook Linkedin

TimePayment is an equipment leasing company.

MineralTree

Solamere Capital

Crunchbase Website Twitter Facebook Linkedin

Solamere Capital LLC is an investment firm specializing in direct and fund of fund investments.

MineralTree

LeveL ATS

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LeveL ATS is an independently operated US Equity Alternative Trading System located in Boston.

MineralTree

BDC Capital Corporation

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BDC Capital has been recognized locally and nationally as a leader.

MineralTree

Weiss Asset Management

Crunchbase Website Twitter Facebook Linkedin

Weiss Asset Management is an asset & investment management and market research company.

MineralTree

Enservio

Crunchbase Website Twitter Facebook Linkedin

Enservio provides software and service solutions helping property insurance carriers price their policies, capture and value lost items.

MineralTree

Physis Investment

Crunchbase Website Twitter Facebook Linkedin

Physis Investment leverages data to help investors understand, track, and measure the impact of investments through our online platform

MineralTree

Egan-Managed Capital

Crunchbase Website Twitter Facebook Linkedin

Egan-Managed Capital was formed by the Egan family with the objective of helping future entrepreneurs build significant enterprises.

MineralTree

Eastern Bank

Crunchbase Website Twitter Facebook Linkedin

Eastern Bank is the largest independent, mutually owned bank in New England and the largest community bank in Massachusetts.

MineralTree

Mayday PAC

Crunchbase Website Twitter Facebook Linkedin

Mayday PAC (MAYDAY.US) is an independent political action committee (PAC) that raises and spends money to influence political outcomes.

MineralTree

FINTRX

Crunchbase Website Twitter Facebook Linkedin

FINTRX is a single family office and multi-family office database for the alternative investment industry and private capital markets

MineralTree

MeYou Health

Crunchbase Website Twitter Facebook Linkedin

MeYou Health is a well-being company helping people eat better, walk more, quit smoking, and make small but meaningful changes.

MineralTree

Mechanic Advisor

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Mechanic Advisor is a company focused on changing the auto repair experience.

MineralTree

Worthright

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Worthright enables senior care businesses to provide payment options to their clients

Numerated

Elphi

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Elphi offers a new loan origination platform for forward-thinking mortgage lenders.

MineralTree

The First Marblehead Corporation

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The First Marblehead Corporation is a provider of private student loan solutions for lenders, credit unions, and schools

MineralTree

Loomis, Sayles & Company

Crunchbase Website Twitter Facebook Linkedin

Loomis, Sayles & Company is an investment management firm that offers a variety of products for institutional investor and retail investors.

MineralTree

Cambridge Savings Bank

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Cambridge Savings Bank is a public bank serving both individuals and businesses.

MineralTree

Maroon Venture Partners Fund

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Maroon Venture Partners Fund is a for-profit venture fund that invests in early-stage companies linked to UMass Amherst.

MineralTree

Safeco Insurance

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At Safeco Insurance, we understand your time is precious – and so is the life you’ve worked hard to build.

MineralTree

RedMica

Crunchbase Website Twitter Facebook Linkedin

RedMica provides personalized cloud-based financial guidance services for customers to decide how to spend and invest their money.

MineralTree

Marginize

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Marginize is a browser plugin that augments every page on the web with a sidebar and enables users to see others’ comments.

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