28 Best Massachusetts Personal Finance Companies and Startups

October 28, 2021

This article showcases our top picks for the best Massachusetts based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal 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 Personal Finance Startups

Data sourced from Crunchbase and SemRush.

Finch

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

Openbay

Openbay

Crunchbase Website Twitter Facebook Linkedin

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

Openbay

Team Solar

Crunchbase Website Twitter Facebook Linkedin

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

Openbay

CauseEDU

Crunchbase Website Twitter Facebook Linkedin

CauseEDU is a crowdfunding and college financial literacy platform.

Openbay

Edelman Financial Engines

Crunchbase Website Twitter Facebook Linkedin

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

Openbay

Mechanic Advisor

Crunchbase Website Twitter Facebook Linkedin

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

Openbay

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.

Openbay

SubscriptMe

Crunchbase Website Twitter Facebook Linkedin

Track and discover subscriptions all in one place

Openbay

EmTech Care Labs

Crunchbase Website Twitter Facebook Linkedin

Care-Wallet: Digital long-term care management software for aging in place

Openbay

Cinch Financial

Crunchbase Website Twitter Facebook Linkedin

Comprehensive personal financial manager and intelligence platform.

Openbay

Pebble Finance

Crunchbase Website Twitter Facebook Linkedin

Passive indexing made personal

Openbay

AgeUp

Crunchbase Website Twitter Facebook Linkedin

AgeUp helps adults support their parents or other loved ones by filling in the financial gaps.

Openbay

Direct Federal Credit Union

Crunchbase Website Twitter Facebook Linkedin

Direct Federal Credit Union is an established credit union that offers various financial services to its customers.

Openbay

Coyote Investments

Crunchbase Website Twitter Facebook Linkedin

FinTech, Mobile App, Investing

Openbay

Sage Bank

Crunchbase Website Twitter Facebook Linkedin

Sage Bank has supporting our customers, allows the whole community to prosper.

Openbay

Berry Insurance

Crunchbase Website Twitter Facebook Linkedin

Berry Insurance provides personal, business and life insurances to families, individuals and businesses.

Openbay

Invest in Girls

Crunchbase Website Twitter Facebook Linkedin

Invest in Girls is a non-profit organization that aims to cultivate a generation of financially literate girls.

Openbay

Stock Market Sensei

Crunchbase Website Twitter Facebook Linkedin

Machine learning powered financial analysis giving meaningful insights to investors

Openbay

StackUp

Crunchbase Website Twitter Facebook Linkedin

Data-driven financial advisor ratings

Openbay

Global Association of Economics Education

Crunchbase Website Twitter Facebook Linkedin

A global, recognized 501(c)(3) nonprofit organization that advocates for the empowerment of economics, finance and entrepreneurship.

Openbay

Stockato

Crunchbase Website Twitter Facebook Linkedin

Financial Instrument Classification

Openbay

Aequitas Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Aequitas Investment Advisors is a finance firm that offers financial planning, investment consultation & personal finance services.

Openbay

Fin-advisors

Crunchbase Website Twitter Facebook Linkedin

Fin-advisors is a research & financial consulting firm with expertise in a number of sectors.

Openbay

Rodman Insurance Agency

Crunchbase Website Twitter Facebook Linkedin

Rodman Insurance Agency provides commercial and personal insurance, insurance brokerage services, life insurance, benefits and facilities.

Openbay

Auour

Crunchbase Website Twitter Facebook Linkedin

Auour Investments provides investment management services and boutique wealth management to individuals and institutions.

Openbay

CreditSage

Crunchbase Website Twitter Facebook Linkedin

Credit Repair/Rebuilding, Debt Consolidation/Budgeting tool, Real Estate Customer Budget Verification. Customer/Business Free Credit Score.

Openbay

FRWD

Crunchbase Website Twitter Facebook Linkedin

FRWD is a mobile app providing an automated savings platform and financial literacy tools.

Openbay

Oregon College Savings Plan

Crunchbase Website Twitter Facebook Linkedin

Oregon College Savings Plan specializes in offering various financial programs that include investments and saving plans for education.

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