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