Best Financial Services Companies in Massachusetts, United States
The 740 best Financial Services companies in Massachusetts, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Argent Wealth Management.
Ranked: Best Financial Services companies in Massachusetts
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Argent Wealth Management Wealth management firm | $1.7B | 69 mo ago | 24 24 → 29 (+21%) · sector median +21% | 1992 | David Duchesneau Co-Founder & CEO | ContentfulYouTubeBootstrap+22 | — |
| 2 | Industrial Logistics Properties Trust REIT owning and leasing industrial and logistics properties throughout the United States | $1.4B | 88 mo ago | — | 2017 | David Blackman CEO & President | Q4MediaElement.jsMicrosoft ASP.NET+10 | — |
| 3 | STAG Industrial REIT that invests in primary and secondary industrial markets in the US | $875M | 83 mo ago | 95 95 → 105 (+11%) · sector median +21% | 2010 | Dan Wheeler Vice President | WordPressMySQLPHP+27 | 1 internship · 1 expansion |
| 4 | Plymouth Industrial REIT Equity REIT that invests in single and multi-tenant industrial propeties | $445M | 90 mo ago | 44 | 2009 | — | — | — |
| 5 | NFS Leasing Equipment financing company | $135M | 120 mo ago | 49 | 2001 | Cliff Rucker CEO & President | — | — |
| 6 | NFS Capital Provider of equipment financing solutions for businesses with non-investment grade credit | $100M | 11 mo ago | — | 2006 | Brad Whitney Co-Founder | — | 1 job opening |
| 7 | 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 +21% | 2000 | Nick Nardone Co-Founder & Co-CEO | WordPressApple iCloud MailMySQL+33 | — |
| 8 | Berkshire Bank Commercial bank | $60M | 18 mo ago | 956 956 → 937 (-2%) · sector median +21% | 1846 | — | SentryPythonGoogle Maps+20 | — |
| 9 | Avidia Bank Commercial bank with presence in USA | $53M | 48 mo ago | 261 261 → 236 (-10%) · sector median +21% | 2007 | — | Node.jsGoogle CloudSnowplow Analytics+31 | — |
| 10 | Cape Cod Five Community bank providing personal, business, and wealth management services | $50M | 67 mo ago | 32 | 1855 | Dorothy Savarese CEO | DrupalApple iCloud MailPHP+15 | 1 internship |
| 11 | OneUnited Bank Commercial bank | $50M | 175 mo ago | 108 108 → 134 (+24%) · sector median +21% | 1968 | Kevin Cohee Chairman and Chief Executive Officer | WordPressApple iCloud MailGoogle Workspace+26 | — |
| 12 | ndvr Diversified investment firm | $39M | 47 mo ago | 55 | 2016 | Michael Simon CEO | — | — |
| 13 | HarborOne Bank Personal and commercial banking solutions provider in Massachusetts and Rhode Island | $35M | 93 mo ago | 135 | 2016 | James Blake CEO | Amazon WebstoreFroala EditorAmazon ALB+21 | — |
| 14 | 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 | 2018 | Darr Aley Co-Founder | — | — |
| 15 | Rosemary Holding Provider of insurance brokerage services 14Funding bottom 41%Global bottom 25% All 2 signals ▾Fundingbottom 41% Globalbottom 25% Funding: Raised $30.2M · 1 rounds over 4 yrs (0.2/yr) Global: Single-market focus (United States) rank vs industry peers · Fliar Intelligence Index 14/100 | $30M | 50 mo ago | — | 1963 | — | — | — |
| 16 | Main Street Bank Commercial bank | $25M | 54 mo ago | 170 | 2016 | — | WordPressApple iCloud MailMySQL+31 | — |
| 17 | Fiduciary Trust Wealth and investment management firm | $25M | 80 mo ago | 214 | 1885 | Austin Shapard President & CEO | WordPressMySQLMariaDB+30 | 1 award |
| 18 | DigitalX Blockchain technology for money transfer & trading services | $25M | 11 mo ago | 6 | 1988 | — | WordPressMySQLPHP+29 | 1 partnership |
| 19 | Ballentine Partners Independent wealth management firm | $18M | 48 mo ago | 104 104 → 137 (+32%) · sector median +21% | 1984 | — | WordPressMySQLPHP+16 | 1 job opening · 1 award |
| 20 | Connie Health Provider of Medicare plan selection assistance and licensed insurance agents | $16M | 58 mo ago | 54 | 2019 | Michael Scopa Co-Founder | Apple iCloud MailGoogle WorkspaceUnbounce+22 | 1 partnership |
| 21 | Stonegate Mortgage Independent mortgage broker committed to transforming single-family home ownership dreams into reality | $15M | 157 mo ago | — | 2007 | — | — | — |
| 22 | The Davis Companies Real estate investment, management, and development creating exceptional value | $10M | 104 mo ago | 116 116 → 221 (+91%) · sector median +21% | 1976 | Jon Davis CEO | WordPressApple iCloud MailMySQL+27 | 1 internship · 2 expansions |
| 23 | Firestone Financial Equipment financing provider | $10M | 147 mo ago | 49 | 1965 | — | — | — |
| 24 | eternalHealth Provider of health insurance brokerage services | $10M | 53 mo ago | 27 | 2019 | — | WordPress Block EditorElementorWordPress+38 | 2 job openings |
| 25 | Almond FinTech Association focused on financial & cross border payment services | $9M | 31 mo ago | 40 | 2020 | Adam Swartzbaugh Co-Founder & CEO | — | — |
| 26 | Nexus Energy Software Strategic energy solutions provider, turning uncertainty into opportunity for businesses | $6M | 266 mo ago | 92 | 1997 | — | Apple iCloud MailMicrosoft 365VideoJS+5 | — |
| 27 | Lumint Currency hedging and technology solutions provider for institutional investors | $6M | 2 mo ago | 9 | 2013 | Alex Dunegan Co-Founder & CEO | — | — |
| 28 | Sungage Financial Provider of solar financing services | $5M | 11 mo ago | 71 71 → 108 (+52%) · sector median +21% | 2011 | Sylvain Mansier Co-Founder & President | WebflowApple iCloud MailGoogle Workspace+19 | 1 job opening · 1 partnership |
| 29 | MileUp | $5M | 46 mo ago | — | — | Blair Baldwin CEO | — | — |
| 30 | Boston Private Wealth management firm | $4M | 119 mo ago | 804 | 1986 | Clayton Deutsch CEO & President | — | — |
| 31 | Datalign Advisory Platform matching individuals with financial advisors based on specific criteria | $4M | 9 mo ago | 13 | 2021 | Hilary Malecha Co-Founder | WordPressMySQLPHP+21 | — |
| 32 | Geode Capital Diversified asset and investment management firm | $4M | 38 mo ago | 150 | 2001 | — | HubSpot CMS HubHubSpotcore-js+8 | — |
| 33 | Leader Bank Commercial bank | $3M | 189 mo ago | 385 385 → 479 (+24%) · sector median +21% | 2002 | Sushil Tuli CEO & President | SentryAtlassian StatuspageNode.js+22 | 3 expansions |
| 34 | Juno Online lending marketplace for educational loans | $2M | 78 mo ago | 11 | 2018 | — | SentryHelp ScoutPHP+40 | — |
| 35 | Boston Common Asset Investment management firm | $2M | 51 mo ago | 41 | 2003 | — | — | — |
| 36 | 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 +21% | 1999 | Warren Fields CEO | ApostropheCMSTypeScriptNode.js+21 | 4 job openings · 1 award |
| 37 | Pearl Street Provider of debt investment and analytics services | $2M | 195 mo ago | — | 2004 | David Andrus Co-Founder & Managing Director | — | — |
| 38 | 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 +21% | 1946 | Abby Johnson CEO | Cart FunctionalityApple iCloud MailMicrosoft 365+34 | — |
| 39 | Vested Online platform for asset-backed loans | $1M | 12 mo ago | 60 60 → 68 (+13%) · sector median +21% | 2017 | Matt Venables Co-Founder | TurbopackEmotionSentry+29 | — |
| 40 | Endeavor Capital Diversified SME loans provider | $1M | 123 mo ago | — | 2013 | Rocky Dixon Founder | WordPressMySQLPHP+17 | — |
| 41 | Beacon Rail Leasing European rolling stock leasing company providing tailored solutions and expert support | $783K | 69 mo ago | 1 | 2008 | Ted Gaffney CEO | WordPressMySQLPHP+16 | 1 partnership |
| 42 | Just Host Provider of insurance brokerage services | $750K | 166 mo ago | — | 2011 | — | — | — |
| 43 | Trillium Asset Management Diversified investment management firm | $611K | 179 mo ago | 87 | 1982 | Matthew Patsky CEO | WebflowVimeoTypekit+14 | — |
| 44 | F-Squared Investments Provider of investment management services | $530K | 195 mo ago | 102 | 2006 | — | — | — |
| 45 | SVN International Provider of brokerage services for buying and selling of residential & commercial properpties | $225K | 119 mo ago | 2,000 | 1987 | — | WordPress Block EditorwpBakeryWordPress+37 | 1 partnership |
| 46 | Bulfinch Provider of commercial properties focused investment management, development and leasing services | $125K | 164 mo ago | 61 | 1936 | Eric Schlager CEO | WordPressMySQLPHP+26 | 3 job openings · 2 expansions |
| 47 | Charles Sterling Group Provider of insurance consulting services | $118K | 73 mo ago | 5 | 2003 | — | — | — |
Top 12 Financial Services companies in Massachusetts
#1
Series A · Boston, Massachusetts · founded 2013 · 9 employees$6Mraised▾
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.
- Mar 2026Conventional Debt$500K
- Mar 2021Series A$2M
- Jun 2018Series A$3M
- May 2016Seed$522.4K
#2
Funding Raised · Beverly, Massachusetts · founded 2006$100Mraised▾
Provider of equipment financing solutions for businesses with non-investment grade credit. The company offers flexible financing options tailored to support business growth. It serves corporate customers, broker partners, and vendor partners. Financial and referral partners can also benefit from these financing solutions. Off-lease equipment is available for purchase or lease.
- Jul 2025Venture Debt$100M
#3
Public · Boston, Massachusetts · founded 1988 · 6 employees$24.8Mraised▾
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).
- Jul 2025Post IPO$13.6M
- Mar 2021Post IPO$6.9M
- Nov 2016Post IPO$1.6M
- May 2015Post IPO$2.8M
#4
Public · Pittsfield, Massachusetts · founded 1846 · 956 employees$60Mraised▾
Commercial bank
#5
Series A · Cambridge, Massachusetts · founded 2021 · 13 employees$4Mraised▾
Platform matching individuals with financial advisors based on specific criteria. It offers a system that analyzes financial situations and connects individuals with advisory firms. The platform gathers information about income, savings, investment goals, and communication preferences. The system reviews profiles and connects individuals with an advisory firm aligned with their goals and needs.
- Aug 2025Series A$2M
- Dec 2024Series A$5M
- Feb 2024Series A$4M
#6
Series A · Boston, Massachusetts · founded 2011 · 71 employees$5.5Mraised▾
Provider of solar financing services
- Jun 2025Series A$7.2M
- Oct 2024Conventional Debt$5M
- May 2024Conventional Debt$29.2M
- Feb 2024Grant (prize money)$6.6M
#7
Seed · Boston, Massachusetts · founded 2017 · 60 employees$1.2Mraised▾
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.
- Jun 2025Seed$3M
- Sep 2019Seed$1.2M
#8
Late Stage · Waltham, Massachusetts · founded 1992 · 24 employees$1.7Braised▾
Wealth management firm
#9
Series B · Boston, Massachusetts · founded 2018 · 42 employees$32.8Mraised▾
Diversified insurance brokerage firm
- Jun 2024Series B$22.8M
- Feb 2021Series A$10M
#10
Public · Newton, Massachusetts · founded 2017$1.4Braised▾
REIT owning and leasing industrial and logistics properties throughout the United States. The company specializes in acquiring, owning, and managing a diverse portfolio of industrial and logistics properties. It focuses on leasing these properties to various tenants, facilitating the movement and storage of goods. The company's business model centers around providing essential real estate infrastructure for businesses involved in supply chain management, e-commerce fulfillment, and other industrial activities. It aims to generate revenue through rental income and property appreciation, offering investors exposure to the industrial real estate market. The company supports businesses by providing spaces for logistics, warehousing, and distribution.
- Jan 2019Conventional Debt$650M
- Mar 2018Conventional Debt$750M
#11
Public · Boston, Massachusetts · founded 2010 · 95 employees$875Mraised▾
REIT that invests in primary and secondary industrial markets in the US
- Jul 2019Conventional Debt$200M
- Feb 2019Post IPO—
- Jul 2018Conventional Debt$675M
- Post IPO—
#12
Acquired · Boston, Massachusetts · founded 2009 · 44 employees$445Mraised▾
Equity REIT that invests in single and multi-tenant industrial propeties
- Nov 2018Post IPO$75M
- Jul 2018Conventional Debt$78M
- 2018Post IPO—
- Oct 2016Conventional Debt$120M
Funding & investor landscape
Notable founders
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
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.