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

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

MineralTree

GrabCAD

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

MineralTree

Accion

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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)

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

MineralTree

CarePort Health

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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

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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

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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

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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

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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.

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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

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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

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

MineralTree

CauseEDU

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CauseEDU is a crowdfunding and college financial literacy platform.

MineralTree

Currensee

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

MineralTree

Quatromoney

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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

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

MineralTree

GMO

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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

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Local Lift brings crowdfunding to your local area.

MineralTree

Finalta

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Finalta develops software for institutional asset managers worldwide.

MineralTree

Arbella Insurance Foundation

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

MineralTree

ImpulseSave

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

MineralTree

Homesite Group

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

MineralTree

Melius

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

MineralTree

State Street Global Advisors

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

MineralTree

Social Made Simple

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

MineralTree

Libboo

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

MineralTree

Edelman Financial Engines

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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

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

MineralTree

Ampersand Capital Partners

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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

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

MineralTree

Spring Lake Equity Partners

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

MineralTree

Blueleaf

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Salesforce.com meets Mint.com for Wealth Managers

MineralTree

Buckit

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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

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

MineralTree

NDVR

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

MineralTree

TimePayment

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TimePayment is an equipment leasing company.

MineralTree

Solamere Capital

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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

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

MineralTree

Enservio

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

MineralTree

Physis Investment

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

MineralTree

Egan-Managed Capital

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

MineralTree

Eastern Bank

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

MineralTree

Mayday PAC

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

MineralTree

FINTRX

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

MineralTree

MeYou Health

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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

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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

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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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