The 73 largest Financial Services companies in Boston

Fidelity Investmentsfidelity.com

Financial well-being through diversified market-leading services for individuals, families, employers, wealth management firms, and institutions using trillions in administered and discretionary assets.

State Streetstatestreet.com

Global financial leader providing comprehensive investment services, institutional asset management, multi-asset trading, and digital solutions to enhance portfolio performance and decision making.

Santander USsantanderus.com

Provides auto, retail, commercial, and investment banking services alongside wealth management for millions of customers across various US hubs and global markets.

John Hancockjohnhancock.com

Providing life insurance, financial planning, and community support services focused on helping customers achieve healthier, longer, and better lives.

Columbia Threadneedle Investmentscolumbiathreadneedle.com

Global investment firm offering diverse expertise, sustainable investment decisions, and continuous improvement to manage over $637 billion for a better future

State Street Investment Managementstatestreet.com

Delivers global investment solutions, managing diverse institutional assets through indexing and ETFs while providing cost-effective strategies for intermediaries and investors across sixty countries.

Bain Capitalbaincapital.com

Global investment firm managing assets across private equity, credit, public equity, venture capital, and real estate to create impact for diverse stakeholders.

Natixis Investment Managersnatixis.com

Multi-affiliate asset management firm providing diverse investment solutions, active management expertise, and sustainable ESG strategies to global clients for long-term financial goals.

Cambridge Associatescambridgeassociates.com

Global investment firm providing tailored portfolio management and advisory services to institutional clients aiming for outperformance and impact.

PSGpsgequity.com

An experienced growth equity firm partnering with software and tech-enabled services companies to drive transformational growth, strategic opportunities, and team building

Federal Reserve Bank of Bostonbostonfed.org

A leader in financial regulation and monetary policy, pioneering new payment strategies and using cutting-edge technology to ensure economic growth and stability

Loomis, Sayles & Companyloomissayles.com

Investment management firm providing institutional and mutual fund clients worldwide with research-driven, risk-aware, value-focused portfolio solutions across asset classes.

Santander USsantanderus.com

Diversified financial business providing retail banking, commercial loans, consumer finance, private wealth management, and investment banking services across the United States for millions.

Putnam Investmentsputnam.com

Global asset management firm providing diversified equity-only investment strategies to clients and investors worldwide as a subsidiary of Franklin Templeton since 1937.

Amundi Pioneeramundi.com

A financial services company recently rebranded as Amundi US, providing investment management solutions Follow them at their new home

Gordon Brothersgordonbrothers.com

A trusted partner since 1903, providing expertise, operational experience, and capital for valuations, dispositions, operations, and investments worldwide

TA Associatesta.com

A global private equity firm specializing in scaling growth in profitable companies across technology, healthcare, financial services, consumer, and business services industries

Alegeusalegeus.com

The company specializes in SaaS-based benefit funding and payment solutions, delivering a white-label platform for account-based benefit programs with exceptional user experiences

InvoiceCloud, Inc.invoicecloud.net

Provides digital payment, customer engagement, and outbound disbursement solutions for utilities, government, and insurance industries, enhancing payment adoption and satisfaction.

Amundi USamundi.com

A global asset manager offering investment solutions in fixed-income, equity, and multi-asset, with a focus on responsible investing and client partnerships worldwide

Forward Financingforwardfinancing.com

A Boston-based fintech company providing fast, flexible capital to underserved small businesses nationwide via revenue-based financing with quick approvals and dedicated support

NEPC, LLCnepc.com

A leading independent investment consulting firm offering tailored research-driven solutions to help clients preserve and grow capital across various markets

Arrowstreet Capital, Limited Partnershiparrowstreetcapital.com

An independent quantitative investment firm based in Boston, specializing in systematic investment processes utilizing research, technology, and collaboration to deliver sustainable performance

John Hancock Investment Management

Specialized asset manager network with rigorous investment oversight, offering diverse and trusted time-tested investments through a multimanager approach

Baystate Financialbaystatefinancial.com

An award-winning firm in New England, specializing in financial planning, business and estate planning, retirement planning, and investment products since 1901

Acadian Asset Managementacadian-asset.com

Global investment manager applying fundamental insights and systematic approach to find attractive opportunities across various strategies, using data-driven techniques for decision-making

The Colony Groupthecolonygroup.com

A fiduciary wealth advisory firm offering comprehensive financial solutions to individuals, families, businesses, and organizations, with a focus on personalized service and expertise

Lendbuzzlendbuzz.com

An AI auto finance platform using alternative data and machine-learning to provide fair credit access for car purchases to underserved consumers and support dealership growth

Boston Privatefirstcitizens.com

Follow SVB Private for company news and insights Formerly active account Keeping you updated on industry happenings and insights

RA Capital Managementracap.com

Investment management firm focusing on healthcare, life sciences, and planetary health companies through evidence-based public and private funding.

Hometaphometap.com

Access funds by tapping into your home's equity without interest or monthly payments, enabling homeowners to pursue goals and meet needs

Berkshire Partnersberkshirepartners.com

Specialist investor focusing on U.S. middle-market companies across services, healthcare, industrials, and technology sectors with growth partnerships.

SCSscsfinancial.com

An investment and wealth management firm based in Boston, serving families, family offices, and institutional investors, managing approximately $30 billion in assets

Fidelity TalentSourcefidelitytalentsource.com

Internal staffing unit recruiting diverse talent for regional and investor center roles, aiming for full-time employment conversion.

Moors & Cabotmoorscabot.com

Established in 1890, the company provides financial services including retail and institutional sales of stocks and bonds, wealth management, and investment tools

Charlesbank Capital Partnerscharlesbank.com

Middle-market private investment firm specializing in management-led buyouts, growth capital, opportunistic credit, and technology investments with flexible structures.

THL Partnersthl.com

Boston-based private equity firm investing in middle-market growth companies in Financial Technology & Services, Healthcare, and Technology & Business Solutions Expertise in generating superior returns

Fiduciary Trust Companyfiduciary-trust.com

Private wealth management firm offering objective advice and services for families, individuals, nonprofits, financial advisors, and single-family offices Specializes in wealth planning and investment management

GW&K Investment Managementgwkinvest.com

A Boston-based investment management firm founded in 1974, offering active equity and fixed income solutions through fundamental research and consistent investment strategies

Bracebridge Capital, LLCbracebridgecapital.com

A leading hedge fund manager with $12 billion in assets under management, specializing in global fixed income strategies for institutional investors

Originuseorigin.com

Integrated money management platform for modern workforce, offering solutions for compensation, benefits, and personal finances with support from financial professionals

BlueSnapbluesnap.com

Provides a payment orchestration platform for businesses to accept global payments, increasing revenue and reducing costs through comprehensive back-end solutions.

CW Advisorscwadvisorsgroup.com

Boston-based SEC-registered investment management firm providing innovative wealth solutions for high-net-worth clients, offering financial planning, investment consulting, and superior customer service

FINTRXfintrx.com

FINTRX provides private wealth data and research on family offices and investment advisors to top tier financial firms globally

eSecLendingeseclending.com

Independent securities lending agent providing tailored solutions for higher returns, transparency, and alignment of interests compared to traditional programs Focus on best execution and price transparency

Great Hill Partnersgreathillpartners.com

Private equity firm investing $100M-$750M in high-growth software, financial services, healthcare, consumer, and business services companies.

PYMNTSpymnts.com

Platform for payments information. Data and analytics team measures innovation shaping the future of payments and commerce.

Signator Investors, Inc.signatorinvestors.com

A leader in financial services industry, empowering independent financial professionals nationwide with innovative business models and unique growth opportunities

The Boston Company Asset Managementmellon.com

A multi-asset asset management firm based in Boston, now operating as Mellon, providing investment services and capabilities through Mellon Investments Corporation

Monument Groupmonumentgroup.com

A global full-service capital advisory firm specializing in raising funds for alternative investments, offering capital formation and liquidity solutions

Cove Hill Partnerscovehillpartners.com

A private equity firm partnering with management teams to build leading consumer and technology companies, managing a capital base over $25 billion

Woodstock Corporationwoodstockcorp.com

A Boston-based wealth management firm offering personalized portfolio management, financial counseling, trust services, and investment services to high-net-worth individuals and organizations

Olmstead Associatesolmst.com

Specialized global consultant in investment management, focusing on improving agility, scalability, and risk management through data-centric strategies and expert execution services

Shepherd Kaplan Krochuk, LLCskk-llc.com

Wealth management company offering a wide range of services for individuals, family offices, and institutions, including alternative asset investment capabilities

Civic Financialcivic-financial.com

A wealth management firm offering comprehensive financial planning, investments, and insurance services with a focus on high-income and high-net-worth clients

FinMasonfinmason.com

A global financial technology company providing institutional grade investment and risk analytics for financial services, specializing in portfolio construction and data management

1251 Capital Group, Inc.1251capital.com

Financial services holding company specializing in asset management and insurance sectors, providing long-term strategic resources to accelerate growth and maximize profitability

COINinvestwithcoin.com

An investing platform backed by John Hancock that allows investors to invest in companies making positive impacts aligned with their values

Detwiler Fenton Groupdetwilerfenton.com

This company provides institutional research, trading, investment management, and investment banking services with a focus on knowledge-based investing

NDVRclaroadvisors.com

Registered investment advisor specializing in custom portfolio management to optimize client wealth through streamlined financial planning and tax-efficient strategies

Ada Investments55-ip.com

An investment company that was acquired by 55ip in July 2016, specializing in financial services and asset management solutions

BrightSphere Investment Groupacadian-inc.com

Global asset management holding company providing institutional investors with access to quantitative and solutions-based strategies to meet diverse risk and return objectives

Siharum Advisors, LLCsiharum.com

An independent investment advisory firm serving high net worth individuals and foundations, focusing on selecting top investment managers and tailor-made portfolios

Virtua Researchvirtuaresearch.com

A financial services technology company providing industry-leading financial research tools and services through cloud-based solutions, improving workflows for investors and analysts worldwide

Shepherd Kaplan LLCsk-llc.com

Wealth management division providing consulting, investment management, and alternative asset investment services for individuals, family offices, and institutions Privately-held, client-focused firm

Chainstone Labschainstonelabs.com

A start-up specializing in blockchain technology, tokenizing securities, and decentralized asset management while operating in stealth mode

Sconset Wealth Managementsconsetwealth.nm.com

The company offers innovative insurance services and investment products, assisting clients in identifying financial goals and providing solutions to reach them

NEW EICneweicgroup.com

Boston-based asset management firm with a branch in China specializing in quantitative investments and financial consulting to help clients reach their financial goals

Propel Equitypropelequity.com

People-oriented investment firm providing experience, resources, and patient capital to partner with owners and management teams for transformational growth strategies

Castle Fund Investment

This company specializes in investing in AI applications, leveraging IoT for data transmission, and transforming infrastructure to address societal challenges

MPC Insurance & Financial Servicesmpc-ifs.com

This company offers tools to secure and enhance financial strength, with access to various financial institutions to tailor strategies for clients' specific objectives

Collateral Velocity, Inc.collateralvelocity.com

This company utilizes a tokenized entitlements platform and trusted data to enhance asset value and liquidity, improving financing access for various asset owners

Bram Capital Partnersbramcapital.com

A private investment firm partnering with lower middle-market businesses to provide capital and support for growth and strategic development