Radar · Financial Services in Boston
Best Financial Services Companies in Boston, United States
The 304 best Financial Services companies in Boston, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: STAG Industrial.
By Riya SenguptaFinancials
304companies tracked
$1.8Bdisclosed funding
1unicorns
28have raised
Ranked: Best Financial Services companies in Boston
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | STAG Industrial REIT that invests in primary and secondary industrial markets in the US | $875M | 83 mo ago | 95 95 → 105 (+11%) · sector median +13% | Dan Wheeler Vice President | WordPressMySQLPHP+27 | — | 1 internship · 1 expansion |
| 2 | Plymouth Industrial REIT Equity REIT that invests in single and multi-tenant industrial propeties | $445M | 90 mo ago | 44 | — | — | — | — |
| 3 | NFS Leasing Equipment financing company | $135M | 120 mo ago | 49 | Cliff Rucker CEO & President | — | — | — |
| 4 | CFGI 🦄 Provider of accounting and business advisory services 62Moat top 31%Growth top 36%Funding top 37%Tech top 39% All 8 signals ▾Moattop 31% Growthtop 36% Fundingtop 37% Techtop 39% Markettop 40% Talentbottom 48% Globalbottom 46% Newsbottom 34% Moat: Editorial + unicorn rating 6/10 · Unicorn Growth: Headcount 772 → 993 (+29%) across vintages · 1 acquisition/expansion move in 24 mo rank vs industry peers · Fliar Intelligence Index 62/100 | $73M | 57 mo ago | 993 993 → 1,126 (+13%) · sector median +13% | Nick Nardone Co-Founder & Co-CEO | WordPressApple iCloud MailMySQL+33 | — | — |
| 5 | OneUnited Bank Commercial bank | $50M | 175 mo ago | 108 108 → 134 (+24%) · sector median +13% | Kevin Cohee Chairman and Chief Executive Officer | WordPressApple iCloud MailGoogle Workspace+26 | — | — |
| 6 | ndvr Diversified investment firm | $39M | 47 mo ago | 55 | Michael Simon CEO | — | — | — |
| 7 | Aidentified Diversified insurance brokerage firm 42Innovation top 29%Product top 33%Talent top 38%Funding bottom 48% All 7 signals ▾Innovationtop 29% Producttop 33% Talenttop 38% Fundingbottom 48% Globalbottom 29% Marketbottom 25% Newsbottom 20% Innovation: 3 new-product events in 24 mo Product: 1 product launch event in 12 mo, 2 the year before · Company stage: Series B rank vs industry peers · Fliar Intelligence Index 42/100 | $33M | 24 mo ago | 42 | Darr Aley Co-Founder | — | — | — |
| 8 | Fiduciary Trust Wealth and investment management firm | $25M | 80 mo ago | 214 | Austin Shapard President & CEO | WordPressMySQLMariaDB+30 | — | 1 award |
| 9 | DigitalX Blockchain technology for money transfer & trading services | $25M | 11 mo ago | 6 | — | WordPressMySQLPHP+29 | — | 1 partnership |
| 10 | The Davis Companies Real estate investment, management, and development creating exceptional value | $10M | 104 mo ago | 116 116 → 221 (+91%) · sector median +13% | Jon Davis CEO | WordPressApple iCloud MailMySQL+27 | — | 1 internship · 2 expansions |
| 11 | eternalHealth Provider of health insurance brokerage services | $10M | 53 mo ago | 27 | — | WordPress Block EditorElementorWordPress+38 | — | 2 job openings |
| 12 | Almond FinTech Association focused on financial & cross border payment services | $9M | 31 mo ago | 40 | Adam Swartzbaugh Co-Founder & CEO | — | — | — |
| 13 | Lumint Currency hedging and technology solutions provider for institutional investors | $6M | 2 mo ago | 9 | Alex Dunegan Co-Founder & CEO | — | — | — |
| 14 | Sungage Financial Provider of solar financing services | $5M | 11 mo ago | 71 71 → 108 (+52%) · sector median +13% | Sylvain Mansier Co-Founder & President | WebflowApple iCloud MailGoogle Workspace+19 | — | 1 job opening · 1 partnership |
| 15 | Boston Private Wealth management firm | $4M | 119 mo ago | 804 | Clayton Deutsch CEO & President | — | — | — |
| 16 | Geode Capital Diversified asset and investment management firm | $4M | 38 mo ago | 150 | — | HubSpot CMS HubHubSpotcore-js+8 | — | — |
| 17 | Juno Online lending marketplace for educational loans | $2M | 78 mo ago | 11 | — | SentryHelp ScoutPHP+40 | 42 patents Advanced waste recycling processes: shredding, washing, odor control, and baled material handling. | — |
| 18 | Boston Common Asset Investment management firm | $2M | 51 mo ago | 41 | — | — | — | — |
| 19 | Pyramid Global Hospitality Provider of hospitality management, investment, and asset management services | $2M | 120 mo ago | 3,739 3,739 → 3,343 (-11%) · sector median +13% | Warren Fields CEO | ApostropheCMSTypeScriptNode.js+21 | — | 4 job openings · 1 award |
| 20 | Pearl Street Provider of debt investment and analytics services | $2M | 195 mo ago | — | David Andrus Co-Founder & Managing Director | — | — | — |
| 21 | Fidelity Investments Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | $1M | 38 mo ago | 44,038 44,038 → 84,569 (+92%) · sector median +13% | Abby Johnson CEO | Cart FunctionalityApple iCloud MailMicrosoft 365+34 | — | — |
| 22 | Vested Online platform for asset-backed loans | $1M | 12 mo ago | 60 60 → 68 (+13%) · sector median +13% | Matt Venables Co-Founder | TurbopackEmotionSentry+29 | — | — |
| 23 | Endeavor Capital Diversified SME loans provider | $1M | 124 mo ago | — | Rocky Dixon Founder | WordPressMySQLPHP+17 | — | — |
| 24 | Beacon Rail Leasing European rolling stock leasing company providing tailored solutions and expert support | $783K | 69 mo ago | 1 | Ted Gaffney CEO | WordPressMySQLPHP+16 | — | 1 partnership |
| 25 | Trillium Asset Management Diversified investment management firm | $611K | 179 mo ago | 87 | Matthew Patsky CEO | WebflowVimeoTypekit+14 | — | — |
| 26 | SVN International Provider of brokerage services for buying and selling of residential & commercial properpties | $225K | 119 mo ago | 2,000 | — | WordPress Block EditorwpBakeryWordPress+37 | — | 1 partnership |
| 27 | Bulfinch Provider of commercial properties focused investment management, development and leasing services | $125K | 164 mo ago | 61 | Eric Schlager CEO | WordPressMySQLPHP+26 | — | 3 job openings · 2 expansions |
| 28 | Charles Sterling Group Provider of insurance consulting services | $118K | 73 mo ago | 5 | — | — | — | — |
Top 12 Financial Services companies in Boston
#1
Series A · Boston, Massachusetts · founded 2013 · 9 employees$6Mraised▾
Series A · Boston, Massachusetts · founded 2013 · 9 employees
Currency hedging and technology solutions provider for institutional investors. The company is an asset manager at its core, offering currency hedging sub-advisory services and outsourced agency FX execution services to institutional investors. They operate their businesses on proprietary technology solutions, offering these solutions to practitioners via a fully supported SaaS model. The firm integrates expertise in FX hedging, trade execution, and performance analytics into highly automated workflows, shared via outsourced or in-sourced models. They manage and improve currency overlay processes for institutional investors using their technology and industry expertise. The company provides tailored solutions for challenging hedging problems, with technology engineered for efficiency, customization, and scalability. They are independent from FX market-makers, aligning interests with clients to provide performance and transparency.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 765 LinkedIn followers
Activity: 1 product launches announced in 12 mo
Funding rounds
- Mar 2026Conventional Debt$500K
- Mar 2021Series A$2M
- Jun 2018Series A$3M
- May 2016Seed$522.4K
Founders & team
#2
Public · Boston, Massachusetts · founded 1988 · 6 employees$24.8Mraised▾
Public · Boston, Massachusetts · founded 1988 · 6 employees
DigitalX is a software solutions company enabling global digital payments industry. Their remittance product AirPocket, is a money transfer application providing a low cost and instant cash transfer solution by connecting people. Their other product DigitalX Direct, is a private platform specifically designed to provide real time Bitcoin liquidity to institutional investors and large commercial operators. DigitalX was listed on the Australian Securities Exchange (ASX) in June 2014 and is publicly traded as Digital CC Limited (ASX:DCC).
LinkedIn Pulse recent public activity · Jul 2026
Audience: 5k LinkedIn followers
Activity: 1 partnerships announced in 12 mo
Funding rounds
- Jul 2025Post IPO$13.6M
- Mar 2021Post IPO$6.9M
- Nov 2016Post IPO$1.6M
- May 2015Post IPO$2.8M
Investors
Animoca Brands, ParaFi, Utxo Management
Tech stack
Amazon AlbAmazon SesAmazon Web ServicesCloudflareCloudflare Bot ManagementCloudflare Browser Insights
#3
Series A · Boston, Massachusetts · founded 2011 · 71 employees$5.5Mraised▾
Series A · Boston, Massachusetts · founded 2011 · 71 employees
Provider of solar financing services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 6k LinkedIn followers
Hiring: 1 hiring post in 12 mo (public) · hiring: Solar Finance Specialist
Activity: 1 partnerships announced in 12 mo
Funding rounds
- Jun 2025Series A$7.2M
- Oct 2024Conventional Debt$5M
- May 2024Conventional Debt$29.2M
- Feb 2024Grant (prize money)$6.6M
Founders & team
Tech stack
Apple Icloud MailBootstrapCloudflareCookieyesDatadogFont Awesome
#4
Seed · Boston, Massachusetts · founded 2017 · 60 employees$1.2Mraised▾
Seed · Boston, Massachusetts · founded 2017 · 60 employees
Online platform for asset-backed loans. It offers a solution that enables employees to access loan products by using shares as collateral. The loan amount is based on the value of the future shares. Users must sign an agreement and once the shares are made transferrable the repayments are done.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 5k LinkedIn followers
Funding rounds
- Jun 2025Seed$3M
- Sep 2019Seed$1.2M
Founders & team
Investors
Underscore VC, Boston Seed Capital, MIT Alumni Angels of Boston, Thicket Ventures, Valhalla Ventures
Tech stack
AlgoliaAmazon S3Amazon Web ServicesCloudflareCloudflare Bot ManagementCore-Js
#5
Series B · Boston, Massachusetts · founded 2018 · 42 employees$32.8Mraised▾
Series B · Boston, Massachusetts · founded 2018 · 42 employees
Diversified insurance brokerage firm
Fliar Intelligence Index™ 42how this company ranks against its industry peers
Innovation
top 29%Product
top 33%Talent
top 38%Funding
bottom 48%Global
bottom 29%Market
bottom 25%Innovation: 3 new-product events in 24 mo
Product: 1 product launch event in 12 mo, 2 the year before · Company stage: Series B
Talent: 2 named leaders on record · 2 C-suite/founder profiles curated
Audience (LinkedIn): 3k LinkedIn followers
Funding rounds
- Jun 2024Series B$22.8M
- Feb 2021Series A$10M
Founders & team
Investors
FactSet, Huntington Avenue Ventures
#6
Public · Boston, Massachusetts · founded 2010 · 95 employees$875Mraised▾
Public · Boston, Massachusetts · founded 2010 · 95 employees
REIT that invests in primary and secondary industrial markets in the US
LinkedIn Pulse recent public activity · Jul 2026
Audience: 9k LinkedIn followers · 72 engagements/post (5.9× cohort median)
Activity: 1 expansions announced in 12 mo
Funding rounds
- Jul 2019Conventional Debt$200M
- Feb 2019Post IPO—
- Jul 2018Conventional Debt$675M
- Post IPO—
Founders & team
Investors
Chartwell Investment Partners, Vanguard, Regions Bank, Raymond James Bank, BMO, Truist
Tech stack
AddtoanyAnimate.CssBootstrapChart.JsCloudflareFancybox
#7
Acquired · Boston, Massachusetts · founded 2009 · 44 employees$445Mraised▾
Acquired · Boston, Massachusetts · founded 2009 · 44 employees
Equity REIT that invests in single and multi-tenant industrial propeties
Funding rounds
- Nov 2018Post IPO$75M
- Jul 2018Conventional Debt$78M
- 2018Post IPO—
- Oct 2016Conventional Debt$120M
Investors
Madison International Realty, Goldman Sachs, Boston Harbor Angels
Tech stack
NginxLozad.JsJquery MigrateJqueryCookiebotPriority Hints
#8
Series A · Boston, Massachusetts · founded 2020 · 40 employees$9Mraised▾
Series A · Boston, Massachusetts · founded 2020 · 40 employees
Association focused on financial & cross border payment services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 6k LinkedIn followers
Activity: 1 product launches announced in 12 mo
Funding rounds
- Nov 2023Series A$7M
- Jan 2022Seed$2M
Founders & team
Investors
Valhalla Investment Group, MassChallenge
#9
Series B · Boston, Massachusetts · founded 2016 · 55 employees$39Mraised▾
Series B · Boston, Massachusetts · founded 2016 · 55 employees
Diversified investment firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Funding rounds
- Jul 2022Series A$19M
- Jul 2022Series B$20M
Founders & team
Investors
Simon, Polaris Industries, LaunchCapital, Polaris Partners
#10
CFGI 🦄Acquired · Boston, Massachusetts · founded 2000 · 993 employees$73Mraised▾
CFGI 🦄
Acquired · Boston, Massachusetts · founded 2000 · 993 employees
Provider of accounting and business advisory services. It provides technical accounting, capital markets, tax, valuation, ESG, transaction advisory, restructuring, cybersecurity and technology solutions. It also provides solutions to solve clients’ most complex problems without the restrictions created by auditor independence rules.
Fliar Intelligence Index™ 62how this company ranks against its industry peers
Moat
top 31%Growth
top 36%Funding
top 37%Tech
top 39%Market
top 40%Talent
bottom 48%Moat: Editorial + unicorn rating 6/10 · Unicorn · 10 curated direct competitors tracked
Growth: Headcount 772 → 993 (+29%) across vintages · 1 acquisition/expansion move in 24 mo
Funding: Raised $73.0M across 1 rounds · 1 rounds over 12 yrs (0.1/yr) · Last round Series D (Sep 2021)
Audience (LinkedIn): 59k LinkedIn followers — 2.6% of this cohort's audience
Funding rounds
- Sep 2021Series D—
- Feb 2018Series C$73M
- Sep 2014Series B—
Founders & team
Investors
Flexpoint Ford, CVC, Thecarlylegroup.fr
Tech stack
Apple Icloud MailCloudflareCloudflare Bot ManagementCookie NoticeCookieyesCore-Js
#11
Funding Raised · Boston, Massachusetts · founded 2001 · 49 employees$135Mraised▾
Funding Raised · Boston, Massachusetts · founded 2001 · 49 employees
NFS Leasing is an equipment financing company for the procurement of medical equipment, construction equipment, agricultural equipment, machine tool equipment, and others. The types of transactions include finance leases, operating leases, and sale & leasebacks. Provides its services in the US.
Funding rounds
- 2016Conventional Debt$135M
Founders & team
Investors
Peoples United Bank
Tech stack
WordpressMysqlPhpHello ElementorWpformsElementor
#12
Late Stage · Boston, Massachusetts · founded 1968 · 108 employees$50Mraised▾
Late Stage · Boston, Massachusetts · founded 1968 · 108 employees
Commercial bank
LinkedIn Pulse recent public activity · Jul 2026
Audience: 8k LinkedIn followers
Founders & team
Investors
Treasury, National Community Investment Fund
Tech stack
Apple Icloud MailChart.JsCloudflareCloudflare Bot ManagementCore-JsFacebook Pixel
Funding & investor landscape
$1.8Btotal disclosed funding
30companies funded
43disclosed rounds
2rounds last 90 days
Most active investors
Goldman Sachs4 rounds
Notable founders
Alex Dunegan
Co-Founder & CEO · Lumint
Peter Carey
Co-Founder & COO · Lumint
Sylvain Mansier
Co-Founder & President · Sungage Financial
Matt Venables
Co-Founder · Vested
Tom Hennessey
Co-Founder · Vested
Darr Aley
Co-Founder · Aidentified
Tom Aley
Founder & Co-CEO · Aidentified
Dan Wheeler
Vice President · STAG Industrial
Adam Swartzbaugh
Co-Founder & CEO · Almond FinTech
Dolphin Cute
Co-Founder & CTO · Almond FinTech
Michael Simon
CEO · ndvr
Nick Nardone
Co-Founder & Co-CEO · CFGI
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Financial Services companies are there in Boston, United States?
Radar tracks 304 indexable Financial Services companies headquartered in Boston, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Boston, United States?
The Financial Services companies in Boston, United States on this list have raised a combined $1.8B in disclosed equity funding across 30 funded companies.
Which is the highest-funded Financial Services company in Boston, United States?
STAG Industrial is the highest-funded Financial Services company in Boston, United States, with $875M in disclosed equity funding.
How many Financial Services companies in Boston, United States are funded?
30 of the 304 Financial Services companies in Boston, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Boston, United States?
1 Financial Services company in Boston, United States on this list is valued at $1B or more.
Who are the top investors in Boston, United States Financial Services companies?
The most active investors in Boston, United States Financial Services companies on this list include Goldman Sachs, Europa, Cordes Foundation, Hud Exchange, KKR.
Riya SenguptaFinancials
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.