Mark Smith
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
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Duck Creek Technologies develops industry-specific software that helps insurance carriers to deploy and manage their products and services.
MineralTree
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MineralTree provides mobile and online accounts payable automation software for finance professionals at growing organizations.
General Electric (GE)
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General Electric Company offers infrastructure and financial services worldwide.
Help Scout
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Help Scout offers a help desk invisible to customers, that helps companies deliver outstanding customer support.
Forward Financing
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Forward Financing is a Boston-based fintech company that provides fast, flexible working capital to small businesses nationwide
Nexamp
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Nexamp transforms the new energy economy with proven solutions for solar energy development, ownership, and operation.
Santander Bank
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Santander Bank is a retail bank that provides its users with financial products and services.
AcadiaSoft
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AcadiaSoft develops and markets derivatives and collateral management solutions for institutional investors.
Finch
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Finch is a seamless, all-in-one account that provides the benefits of investing with the flexibility of checking
GrabCAD
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GrabCAD is an online community network for mechanical engineers to share talent, expand knowledge and collaborate with others.
Accion
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Accion is a global nonprofit that gives people access to financial tools needed to improve lives.
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.
OM Asset Management (OMAM)
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OM Asset Management is a global, diversified multi-boutique asset management company
CarePort Health
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CarePort Health is an online booking engine that identifies and connects with high-quality post-acute care providers.
55ip
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55ip is a tax-smart investment strategy engine used by financial advisors to dramatically improve their efficiency and effectiveness.
ConnectPay
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ConnectPay specializes in payroll and tax compliance services.
Adage Capital Management
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Adage Capital Management focuses on managing S&P 500 assets predominantly for endowments and foundations.
Liberty Mutual Insurance
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Liberty Mutual Insurance provides a broad range of insurance products and services.
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.
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.
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.
Botkeeper
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An intelligent bookkeeping automation platform powered by human-assisted AI, purpose built for accounting professionals.
Valore
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Valore offers innovative solutions that eliminate the inefficiencies throughout the textbook industry.
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.
Crowdly
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Crowdly is a social advocate management platform that helps brands find, rank and engage their advocates on Facebook.
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.
Akoya
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Akoya is a financial service company creating a new API-based network enabling access to consumer financial data.
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.
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.
Outline
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Outline builds public policy simulators for city & state governments.
Advisor Circle
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Advisor Circle is a creator, curator, and distributor of high-quality financial content for growth-oriented financial professionals.
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.
Fashion Project
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Fashion Project is an e-commerce store offering exclusive fashion products donated by style icons, celebrities and philanthropists.
Gridline AI
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Gridline AI is an AI-powered platform that provides the easiest way to unlock project finance.
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!
Ab Initio
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Ab Initio is a software platform providing high-volume data processing systems and enterprise application integration for businesses.
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.
Flagship Pioneering
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Flagship Pioneering is a venture capital firm that invests in life sciences and healthcare companies.
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.
Currensee
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Currensee is a financial services company that serves as a social network for foreign exchange traders.
Quatromoney
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We empower financial institutions and employers to become “paying for college heroes” with a turnkey college finance planning solution.
Sunley House Capital Management
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Sunley House Capital Management is an investment manager focused primarily on publicly traded securities.
Cambridge Associates
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Cambridge Associates is a global investment firm serving endowments and foundations, pensions, healthcare systems, and private clients.
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.
GMO
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GMO is a global investment management firm committed to providing sophisticated clients with superior asset management solutions.
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.
LogicManager
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LogicManager is the recognized leader of enterprise risk management solutions and the author of the RIMS Risk Maturity Model.
Guidepost Growth Equity
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Guidepost Growth Equity partners with growth-stage technology companies offering innovative solutions.
Affiliated Managers Group
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Affiliated Managers Group is a asset management company with boutique investment management.
Local Lift
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Local Lift brings crowdfunding to your local area.
Finalta
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Finalta develops software for institutional asset managers worldwide.
Arbella Insurance Foundation
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Arbella. Here. For Good. Visit us on Facebook: Facebook.com/ArbellaInsurance.
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.
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.
Melius
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Melius is a financial products distributor that offers financial advice and guidance for its users.
State Street Global Advisors
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State Street Global Advisors is the investment management division of State Street Corporation
Social Made Simple
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Social Made Simple is a media marketing tools and services for small businesses.
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.
Edelman Financial Engines
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Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Eaton Vance Management
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Eaton Vance provides advanced investment strategies and wealth management solutions.
LifeDesign Holding Company
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LifeDesign Holding Company is a wholly owned subsidiary of Fidelity Mutual Holding Company.
Boston Properties
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Boston Properties, Inc. is an integrated, self-administered and self-managed real estate investment trust (REIT).
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.
Financial Diligence Networks
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Financial Diligence Networks is a private network connecting allocators and hedge funds.
Risk Strategies Company
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Risk Strategies Company (RSC) is a privately-held, national firm with offices across the country.
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
Blueleaf
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Salesforce.com meets Mint.com for Wealth Managers
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.
SpringTide
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SpringTide is a venture capital firm supporting the world’s best health-tech founders
NDVR
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NDVR is an operator of the investment company intended to improve portfolio management services.
Solamere Capital
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Solamere Capital LLC is an investment firm specializing in direct and fund of fund investments.
LeveL ATS
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LeveL ATS is an independently operated US Equity Alternative Trading System located in Boston.
BDC Capital Corporation
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BDC Capital has been recognized locally and nationally as a leader.
Weiss Asset Management
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Weiss Asset Management is an asset & investment management and market research company.
Enservio
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Enservio provides software and service solutions helping property insurance carriers price their policies, capture and value lost items.
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
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.
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.
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.
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
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.
Mechanic Advisor
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Mechanic Advisor is a company focused on changing the auto repair experience.
Worthright
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Worthright enables senior care businesses to provide payment options to their clients
Elphi
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Elphi offers a new loan origination platform for forward-thinking mortgage lenders.
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
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.
Cambridge Savings Bank
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Cambridge Savings Bank is a public bank serving both individuals and businesses.
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.
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.
RedMica
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RedMica provides personalized cloud-based financial guidance services for customers to decide how to spend and invest their money.
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.
