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
Top Massachusetts Personal Finance Startups
Data sourced from Crunchbase and SemRush.
Finch
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Finch is a seamless, all-in-one account that provides the benefits of investing with the flexibility of checking
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.
Team Solar
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Team Solar is a turnkey investment solution into mid-market solar projects for non-profits.
CauseEDU
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CauseEDU is a crowdfunding and college financial literacy platform.
Edelman Financial Engines
Crunchbase Website Twitter Facebook Linkedin
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Mechanic Advisor
Crunchbase Website Twitter Facebook Linkedin
Mechanic Advisor is a company focused on changing the auto repair experience.
RedMica
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RedMica provides personalized cloud-based financial guidance services for customers to decide how to spend and invest their money.
SubscriptMe
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Track and discover subscriptions all in one place
EmTech Care Labs
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Care-Wallet: Digital long-term care management software for aging in place
Cinch Financial
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Comprehensive personal financial manager and intelligence platform.
AgeUp
Crunchbase Website Twitter Facebook Linkedin
AgeUp helps adults support their parents or other loved ones by filling in the financial gaps.
Direct Federal Credit Union
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Direct Federal Credit Union is an established credit union that offers various financial services to its customers.
Sage Bank
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Sage Bank has supporting our customers, allows the whole community to prosper.
Berry Insurance
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Berry Insurance provides personal, business and life insurances to families, individuals and businesses.
Invest in Girls
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Invest in Girls is a non-profit organization that aims to cultivate a generation of financially literate girls.
Stock Market Sensei
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Machine learning powered financial analysis giving meaningful insights to investors
Global Association of Economics Education
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A global, recognized 501(c)(3) nonprofit organization that advocates for the empowerment of economics, finance and entrepreneurship.
Aequitas Investment Advisors
Crunchbase Website Twitter Facebook Linkedin
Aequitas Investment Advisors is a finance firm that offers financial planning, investment consultation & personal finance services.
Fin-advisors
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Fin-advisors is a research & financial consulting firm with expertise in a number of sectors.
Rodman Insurance Agency
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Rodman Insurance Agency provides commercial and personal insurance, insurance brokerage services, life insurance, benefits and facilities.
Auour
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Auour Investments provides investment management services and boutique wealth management to individuals and institutions.
CreditSage
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Credit Repair/Rebuilding, Debt Consolidation/Budgeting tool, Real Estate Customer Budget Verification. Customer/Business Free Credit Score.
FRWD
Crunchbase Website Twitter Facebook Linkedin
FRWD is a mobile app providing an automated savings platform and financial literacy tools.
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.