Mark Smith
This article showcases our top picks for the best Massachusetts based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services 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
[adace-ad id=”7108″]
Top Massachusetts Financial Services Startups
Data sourced from Crunchbase and SemRush.
Sovos
Crunchbase Website Twitter Facebook Linkedin
Sovos is a global leader in tax compliance and business-to-government reporting software.
MineralTree
Crunchbase Website Twitter Facebook Linkedin
MineralTree provides mobile and online accounts payable automation software for finance professionals at growing organizations.
Airfox
Crunchbase Website Twitter Facebook Linkedin
Airfox provides the financially underserved in emerging markets digital access to financial services.
Circle
Crunchbase Website Twitter Facebook Linkedin
Circle is a global internet finance company built on blockchain technology and powered by crypto assets.
Allego
Crunchbase Website Twitter Facebook Linkedin
Allego provides a mobile video based sales learning and development platform for high tech, financial services, medical device and pharma.
Lendbuzz
Crunchbase Website Twitter Facebook Linkedin
Lendbuzz is a car financing platform that helps consumers with thin U.S. credit history obtain financing for their car purchase.
Vestmark
Crunchbase Website Twitter Facebook Linkedin
Headquartered in Wakefield, MA, Vestmark has been a leading technology platform provider delivering wealth management and investment
Numerated
Crunchbase Website Twitter Facebook Linkedin
Numerated is the fast-growing fintech making business banking easy for financial institutions and their clients.
Forward Financing
Crunchbase Website Twitter Facebook Linkedin
Forward Financing is a Boston-based fintech company that provides fast, flexible working capital to small businesses nationwide
Credorax
Crunchbase Website Twitter Facebook Linkedin
Credorax provides online payment processing and acquiring bank services for a diverse range of online merchants.
Own Up
Crunchbase Website Twitter Facebook Linkedin
Own Up provides a software solution that enables residential lending from various lenders.
Flywire
Crunchbase Website Twitter Facebook Linkedin
Flywire is a global payments enablement and software company.
Santander Bank
Crunchbase Website Twitter Facebook Linkedin
Santander Bank is a retail bank that provides its users with financial products and services.
Monit
Crunchbase Website Twitter Facebook Linkedin
An award-winning cash flow forecasting and financial guidance platform.
Eze Castle Integration
Crunchbase Website Twitter Facebook Linkedin
The global market leader in outsourced IT technology and services for the financial industry.
AcadiaSoft
Crunchbase Website Twitter Facebook Linkedin
AcadiaSoft develops and markets derivatives and collateral management solutions for institutional investors.
Tinyman
Crunchbase Website Twitter Facebook Linkedin
Tinyman is an automated market maker (AMM) on the Algorand blockchain.
Envel
Crunchbase Website Twitter Facebook Linkedin
Envel is a next-generation mobile banking platform that allows users to have control over their finances in real-time.
Centage
Crunchbase Website Twitter Facebook Linkedin
Planning Maestro: Intelligent Planning & Analytics for the Modern Office of Finance
BondLink
Crunchbase Website Twitter Facebook Linkedin
BondLink builds technology products and tools to help modernize the municipal bond market.
Knox Financial
Crunchbase Website Twitter Facebook Linkedin
Knox Financial helps people manage and identify residential rentals with its algorithm-based platform.
Accion
Crunchbase Website Twitter Facebook Linkedin
Accion is a global nonprofit that gives people access to financial tools needed to improve lives.
LearnLux
Crunchbase Website Twitter Facebook Linkedin
LearnLux is a digital, independent financial, and benefits education platform.
Shoobx
Crunchbase Website Twitter Facebook Linkedin
Shoobx is the only comprehensive platform to manage startup corporate legal activity – from incorporation to exit.
KingsCrowd
Crunchbase Website Twitter Facebook Linkedin
KingsCrowd is an online private market rating and analytics platform for equity crowdfunding research and rating service.
Till Financial
Crunchbase Website Twitter Facebook Linkedin
Till Financial is a collaborative financial platform built for families and the communities that support them.
Goji
Crunchbase Website Twitter Facebook Linkedin
Goji is an American online insurance agency, combining smart tech with human expertise to find you the right policy at the best price.
MainVest
Crunchbase Website Twitter Facebook Linkedin
MainVest is an investment platform giving small businesses a better option for access to capital.
Vested
Crunchbase Website Twitter Facebook Linkedin
Vested is helping employees maximize the value of their hard-earned equity.
Ricult Inc.
Crunchbase Website Twitter Facebook Linkedin
Ricult is a Data Science company that develops AI/Data/Tech/Financial-based digital solutions for the agricultural ecosystem.
Jassby
Crunchbase Website Twitter Facebook Linkedin
Jassby is a mobile payment system designed for families, kids, and teens.
Digital Onboarding
Crunchbase Website Twitter Facebook Linkedin
Digital Onboarding provides digital onboarding for financial services products that drives bank profits by increasing new customer rates.
Surround Insurance
Crunchbase Website Twitter Facebook Linkedin
Surround Insurance is an insurtech company that offers property and casualty insurance products for young urban professionals.
OM Asset Management (OMAM)
Crunchbase Website Twitter Facebook Linkedin
OM Asset Management is a global, diversified multi-boutique asset management company
Aliaswire
Crunchbase Website Twitter Facebook Linkedin
A leading payment processing industry in the development and operation of convenient, reliable, and secure systems .
55ip
Crunchbase Website Twitter Facebook Linkedin
55ip is a tax-smart investment strategy engine used by financial advisors to dramatically improve their efficiency and effectiveness.
Fincura
Crunchbase Website Twitter Facebook Linkedin
Fincura transforms financial documents into insights for commercial lenders.
ConnectPay
Crunchbase Website Twitter Facebook Linkedin
ConnectPay specializes in payroll and tax compliance services.
Cobalt Software
Crunchbase Website Twitter Facebook Linkedin
Cobalt Software enables private equity and venture capital firms can collect, analyze, and report on fund and portfolio company metrics.
Adage Capital Management
Crunchbase Website Twitter Facebook Linkedin
Adage Capital Management focuses on managing S&P 500 assets predominantly for endowments and foundations.
Cambridge Blockchain
Crunchbase Website Twitter Facebook Linkedin
Cambridge Blockchain develops blockchain-based identity management and compliance software solutions for financial institutions.
CapShift
Crunchbase Website Twitter Facebook Linkedin
CapShift is an investment firm that offers financial advisors, funding, endowments and business solutions for small and mid-sized companies.
Northern Bank
Crunchbase Website Twitter Facebook Linkedin
Northern Bank is a unique community bank with an entrepreneurial spirit.
FiVerity
Crunchbase Website Twitter Facebook Linkedin
Intelligent Solutions for Cyber Fraud Detection in Financial Institutions
Liberty Mutual Insurance
Crunchbase Website Twitter Facebook Linkedin
Liberty Mutual Insurance provides a broad range of insurance products and services.
State Street
Crunchbase Website Twitter Facebook Linkedin
State Street is a leading financial services provider serving some of the world’s most sophisticated institutions.
Social Finance
Crunchbase Website Twitter Facebook Linkedin
Social Finance focuses on mobilizing capital to drive social progress.
BodesWell
Crunchbase Website Twitter Facebook Linkedin
BodesWell partners with large financial services companies to provide digital financial planning to millions of clients.
RECLAIM
Crunchbase Website Twitter Facebook Linkedin
RECLAIM is a financial wellness app that relieves patients from financial stress so that they can focus on their wellbeing.
Hometap
Crunchbase Website Twitter Facebook Linkedin
Hometap aims to revolutionize home financing, giving homeowners a new way to take advantage of the equity in their homes.
Raise Green
Crunchbase Website Twitter Facebook Linkedin
The climate tech marketplace for local impact investing. Invest in climate projects and co-own a brighter future for you and your community.
Admirals Bank
Crunchbase Website Twitter Facebook Linkedin
Admirals Bank is a company that specializes in banking, lending and more.
Bain & Company
Crunchbase Website Twitter Facebook Linkedin
Bain & Company is a management consulting firm that provides solutions on change in management, strategies, and technology.
Energi
Crunchbase Website Twitter Facebook Linkedin
Energi offers specialized insurance and technology-driven risk management solutions.
Enterprise Bank
Crunchbase Website Twitter Facebook Linkedin
Enterprise Bank is a provider of personal, business loans and wealth management services.
LifeYield
Crunchbase Website Twitter Facebook Linkedin
LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money.
LibertyX
Crunchbase Website Twitter Facebook Linkedin
LibertyX is America’s oldest and largest network of bitcoin ATMs, cashiers, and kiosks.
Ironhorse Funding
Crunchbase Website Twitter Facebook Linkedin
Ironhorse Funding is a leading alternative specialty lender to motorcycle/powersports dealerships and finance companies
Sungage Financial
Crunchbase Website Twitter Facebook Linkedin
Sungage Financial provides a proprietary online platform that enables homeowners to apply, qualify, and contract for solar financing.
MassMutual
Crunchbase Website Twitter Facebook Linkedin
MassMutual is a mutual life insurance company that provides investment management and trust services.
Tunnel
Crunchbase Website Twitter Facebook Linkedin
Tunnel is a fintech company that provides offers real-time cross-currency payments services.
HarborOne Bank
Crunchbase Website Twitter Facebook Linkedin
HarborOne Bank is a bank that specializes in personal and small business banking products and services in New England.
Everyday Life
Crunchbase Website Twitter Facebook Linkedin
Everyday Life uses technology to help everyday people make smarter decisions about life insurance.
FinMason, Inc
Crunchbase Website Twitter Facebook Linkedin
Investment Analytics as a Service firm empowering agile for all WealthTech firms
ZSuite Technologies
Crunchbase Website Twitter Facebook Linkedin
ZSuite Technologies provides financial institutions with innovative technology that solves real problems and grow businesses.
Adjoint
Crunchbase Website Twitter Facebook Linkedin
Adjoint provides a full-stack platform that encompasses all stages of the smart contract lifecycle from conception to deployment.
UniBank for Savings
Crunchbase Website Twitter Facebook Linkedin
UniBank for Savings is a financial services company offering business and personal banking services.
Volos
Crunchbase Website Twitter Facebook Linkedin
Volos develops a platform that provides strategy indexes for institutional investors.
Parsec Finance
Crunchbase Website Twitter Facebook Linkedin
Parsec Finance is a DeFi and analytics platform focused on technical analysis for traders and datap-focused users.
BankFive
Crunchbase Website Twitter Facebook Linkedin
BankFive is a community bank that provides banking services for individuals, families, and businesses.
Back Bay Life Science Advisors
Crunchbase Website Twitter Facebook Linkedin
Strategic and transaction advisors to the life science industry
Will Ventures
Crunchbase Website Twitter Facebook Linkedin
Will Ventures is an early-stage venture capital firm that prefers to invest across the consumer, healthcare, and media markets.
Givinga
Crunchbase Website Twitter Facebook Linkedin
Givinga is a provider of financial technology platform for employers.
Tera
Crunchbase Website Twitter Facebook Linkedin
Tera is a AI powered smarter finance platform offering unified experience for businesses
Fizz
Crunchbase Website Twitter Facebook Linkedin
Fizz is building a debit card that helps college students in the U.S. started building out their credit.
MentorWorks Education Capital
Crunchbase Website Twitter Facebook Linkedin
MentorWorks supports low/middle income students through income share agreement financing and career mentoring.
Great Elm Capital
Crunchbase Website Twitter Facebook Linkedin
Great Elm Capital is a business development company that invests in the debt instruments of middle-market companies.
Akoya
Crunchbase Website Twitter Facebook Linkedin
Akoya is a financial service company creating a new API-based network enabling access to consumer financial data.
Boston Common Asset Management
Crunchbase Website Twitter Facebook Linkedin
Boston Common Asset Management specializes in long-only equity and balanced strategies and pursue long-term capital.
Prisma Campaigns
Crunchbase Website Twitter Facebook Linkedin
Empowering financial institutions to grow and better serve their customers through hyper-personalized, data-driven marketing
LeaseQ
Crunchbase Website Twitter Facebook Linkedin
LeaseQ is an online market place that connects businesses, equipment dealers, and leasing companies to make selling and financing equipment.
Assette
Crunchbase Website Twitter Facebook Linkedin
Assette LLC is a cloud-based solutions company offering cloud solutions.
Advisor Circle
Crunchbase Website Twitter Facebook Linkedin
Advisor Circle is a creator, curator, and distributor of high-quality financial content for growth-oriented financial professionals.
Gridline AI
Crunchbase Website Twitter Facebook Linkedin
Gridline AI is an AI-powered platform that provides the easiest way to unlock project finance.
Latham BioPharm Group
Crunchbase Website Twitter Facebook Linkedin
LBG provides the insight, knowledge, and network to unite teams and technologies in the Life Sciences.
UniBit, Inc.
Crunchbase Website Twitter Facebook Linkedin
The next-gen data infrastructure for finance companies
Potamus Holdings
Crunchbase Website Twitter Facebook Linkedin
Potamus Holdings is a technology company.
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
PayDownHero
Crunchbase Website Twitter Facebook Linkedin
PayDownHero’s app is live in iOS, we empower users to aggressively combat auto loan debt, using round-ups, micropayments and real-time data!
DreamFund
Crunchbase Website Twitter Facebook Linkedin
DreamFund.com helps people crowdfund and save the money they need for life-changing experiences, meaningful causes, and awesome purchases.
Radius Bank
Crunchbase Website Twitter Facebook Linkedin
Radius Bank is a forward-thinking community bank offering a full complement of convenient, leading-edge personal and business products.
Oxford Bioscience Partners
Crunchbase Website Twitter Facebook Linkedin
Oxford Bioscience Partners (OBP), established in 1992, is a venture capital firm that provides equity financing and management assistance
Cannon Capital
Crunchbase Website Twitter Facebook Linkedin
Cannon Capital is a private-equity firm that aims to help companies develop into elite organizations.
Team Solar
Crunchbase Website Twitter Facebook Linkedin
Team Solar is a turnkey investment solution into mid-market solar projects for non-profits.
Lumint
Crunchbase Website Twitter Facebook Linkedin
Lumint is a financial services company that specializes in providing outsourced currency management.
Sendwave
Crunchbase Website Twitter Facebook Linkedin
Sendwave is an app-based remittance company with the mission of sending money as easy as sending a text.
LPL Financial
Crunchbase Website Twitter Facebook Linkedin
LPL Financial is the largest independent broker-dealer in the United States.
CauseEDU
Crunchbase Website Twitter Facebook Linkedin
CauseEDU is a crowdfunding and college financial literacy platform.
CypressTree Investment Management
Crunchbase Website Twitter Facebook Linkedin
CypressTree Investment Management is a provider of asset management services.
