List of financial services firms 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.

Liberty Mutual Insurancelibertymutualgroup.com

Global leader in property and casualty insurance dedicated to fostering career growth, social responsibility, sustainability, diversity, and innovative solutions for customers worldwide

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.

Blue Cross Blue Shield of Massachusettsbluecrossma.org

Provides health insurance coverage to over 3 million members, focusing on community wellness, inclusivity, and employee development in Massachusetts.

Wellington Managementwellington.com

Independent investment management firm serving diverse clients worldwide with comprehensive capabilities across global equity, fixed income, alternatives, and private markets.

MFS Investment Managementmfs.com

Global investment manager offering active management, disciplined investing, risk management, serving financial advisors, intermediaries, and institutional clients worldwide.

Eastern Bankeasternbank.com

Provides banking, wealth management, and investment solutions for consumers and businesses across eastern Massachusetts, New Hampshire, Rhode Island, and Connecticut.

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.

Plymouth Rock Assuranceplymouthrock.com

Leading Northeast auto and home insurance provider offering unique customer services and career opportunities with a strong, committed team.

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.

Berkshire Hathaway Specialty Insurancebhspecialty.com

Providing tailored specialty insurance solutions and claims services with strong financial backing, focusing on customer flexibility and satisfaction.

Risk Strategies Companyus.bbrown.com

Providing custom insurance solutions, consulting, and wealth management with a strategic, holistic approach to protect clients' valuable assets.

Cambridge Associatescambridgeassociates.com

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

Comparion Insurance Agencycomparioninsurance.com

This company offers flexible insurance solutions from Liberty Mutual and other providers through knowledgeable agents who assist customers in finding the right coverage

Commonwealth Care Alliancecommonwealthcarealliance.org

Mission-driven healthcare organization providing integrated, person-centered care and innovative health plans for individuals with significant needs in Massachusetts.

HarbourVest Partnersharbourvest.com

An independent global private markets firm with over 40 years of experience managing $117 billion in assets, offering diverse investment opportunities worldwide

Homesite Insurancego.homesite.com

Offering home, renter, life, small business, condo, and flood insurance with a focus on direct online customer experience.

AEWaew.com

Real estate investment management services with over 40 years experience, managing diverse portfolios across public and private property markets worldwide.

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.

Berkshireberkshireresidentialinvestments.com

A people-focused investment management company specializing in US residential real estate, managing $275 billion in assets for global institutional clients

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.

GMOgmo.com

GMO partners with institutions, intermediaries, and families to provide investment expertise tailored to their goals and missions worldwide

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

Berkshire Bankberkshirebank.com

A relationship-driven bank providing financial expertise in New England and New York, offering tailored banking solutions through various divisions

WellSense Health Planwellsense.org

A nonprofit health plan in Massachusetts & New Hampshire providing Medicare, Medicaid, and Individual & Family plans focused on member needs

Gordon Brothersgordonbrothers.com

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

NACA - Neighborhood Assistance Corporation of Americanaca.com

A non-profit organization advocating for economic justice through home ownership, offering affordable mortgage options and assistance with loan modifications

Safety Insurancesafetyinsurance.com

A property and casualty insurance company prioritizing service and safety for customers through a wide range of insurance products

Coveryscoverys.com

A company specializing in medical professional liability insurance, data analytics, and risk mitigation resources to help healthcare providers improve outcomes and focus on patients

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

Summit Partnerssummitpartners.com

Global investment firm focusing on growth equity, fixed income, and public equity across technology, healthcare, and diverse growth sectors.

GIDgid.com

A leading real estate investment and management firm with a diverse portfolio of multifamily, industrial, and mixed-use developments across the US

NEPC, LLCnepc.com

Full-service investment consulting firm, serving clients with asset advisement. Helps governments, institutions, families, and individuals preserve and grow capital across different asset classes and market cycles.

Eaton Vanceeatonvance.com

Provides disciplined, long-term investment management and wealth solutions through diverse strategies, serving clients worldwide with innovation and exemplary service.

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

Manulife John Hancock Investments

Building a broad network of unaffiliated asset managers, backed by rigorous investment oversight, designing specialized investment strategies for better client portfolio outcomes.

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

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

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

Income Research + Managementincomeresearch.com

Privately owned independent firm providing fixed income investment management through security selection and risk management for institutional and private clients via boutique service.

Geode Capital Managementgeodecapital.com

Boston based investment firm managing over one trillion dollars through systematic core beta exposures across equity and niche asset classes for global clients.

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

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

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.

Mellon Capitalmellon.com

A specialist multi-asset investment management firm dedicated to serving sophisticated investors, offering a range of capabilities under the brand Mellon

Breckinridge Capital Advisorsbreckinridge.com

Provides high-quality investment management services to high-net-worth individuals and large institutions through financial advisors and consultants.

HighVista Strategieshighvistastrategies.com

Employee-owned alternative asset manager in Boston since 2004, managing $10 billion globally Specializing in structurally inefficient markets for high-conviction investment opportunities

Eventide Asset Managementeventideinvestments.com

A pioneering asset management firm focused on values-based investing through a biblical worldview, seeking to advance the global common good

Trillium Asset Managementtrilliuminvest.com

Provides ESG-focused investment strategies and services, integrating values with active ownership to deliver long-term value and positive social impact.

Massachusetts Property Insurance Underwriting Associationmpiua.com

A residual market insurance association in Massachusetts providing fair access to insurance for high-risk properties through shared losses among member companies

Signator Investors, Inc.signatorinvestors.com

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

Welch & Forbes LLCwelchforbes.com

A full-service wealth management firm with over 180 years of experience, offering customized financial solutions, investment management, trust services, and personalized planning

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

Boston Common Asset Managementbostoncommonasset.com

Active global equity investor focused on sustainable investing, women-led, employee-owned, and leader in shareholder engagement since 2003.

IGP - International Group Programigpinfo.com

IGP is a global network of life insurance companies offering employee benefits solutions worldwide with a focus on quality service

Longfellow Investment Managementlongfellowim.com

Employee-owned investment management firm specializing in domestic fixed income, equity, and alternative strategies Focus on minimizing portfolio volatility for attractive long-term returns

Anchor Capital Advisors LLCanchorcapital.com

A financial company focused on building and preserving wealth for clients through value investing, risk management, and providing customized client service

Battery Global Advisorsbga.com

An independent investment manager offering alternative solutions for institutional investors and accredited individuals, with roots tracing back to 2001

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

Cleary Insurance, Inc.clearyinsurance.com

A full service insurance agency providing expert advice and tailored coverage options, with a focus on hiring experienced professionals for client benefit

Merganser Capital Managementmerganser.com

An SEC-registered investment adviser founded in 1985, specializing in meeting the fixed income needs of institutional clients through fundamental analysis and risk management

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

Howland Capitalhowlandcapital.com

Independent wealth management firm offering tailored investment solutions for individuals, families, and institutions with a commitment to providing prudent and personal counsel

Tiger Iron Capitaltigerironcapital.com

Passionate institutional fund of funds manager focusing on venture capital, partnering with elite firms to invest in transformational companies

K2 HealthVenturesk2hv.com

A healthcare-focused investment firm offering flexible, long-term financing solutions to innovative companies in life sciences and healthcare industries

WestView Capital Partnerswvcapital.com

Private equity firm in Boston that focuses on lower middle market companies, providing equity investments tailored to shareholders' needs for various transactions

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

Birch Hill Investment Advisors LLCbhboston.com

Independent registered investment advisor providing wealth management services for individuals, families, trusts, and institutions with a clear, straightforward investment approach and a focus on client-specific objectives

Zevin Asset Managementzevin.com

This socially responsible asset management company offers global, diversified portfolios and strategies aligned with clients' values, emphasizing sustainability and shareholder advocacy

Colchester Partners LLCcolchesterpartners.com

Investment banking and strategic advisory firm specializing in transactions for investment management organizations, including mergers, acquisitions, and ownership restructuring

Cormorant Asset Management, LPcormorant-asset.com

Investment management firm in Boston, Massachusetts, specializing in asset management services

Penobscot Investment Management Company, Inc.pimboston.com

This company offers investment management services to individuals, families, and non-profits, focusing on sound financial advice and effective communication with clients

Verdad Advisersverdadcap.com

A global asset management firm prioritizing intellectual integrity through research to provide investors with high risk-adjusted returns across asset classes

Clough Capitalcloughcapital.com

Global alternative asset management firm founded by Chuck Clough, focusing on developing proprietary insights for better client outcomes and unique investment solutions

ShawSpring Partnersshawspring.com

A company pursuing long-term investments in technology, internet, and consumer sectors with a focus on industry leaders and high-growth businesses

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

C.W. Downer & Co.alantra.com

Global mid-market specialist offering corporate finance, asset management, and M&A advisory services in 19 countries, with a strong US growth strategy

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

Delta Partners, LPdeltamgt.com

An investment firm specializing in global equity funds, using a fundamental, bottom-up approach to diversify investments and generate returns

GRT Capital Partners, LLCgrtcapital.com

A company specializing in active equity management, combining fundamental research, quantitative analysis, and experienced team members dedicated to client service

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

Windhaven Investment Management, Inc.schwabassetmanagement.com

SEC-registered investment advisory firm diversifying portfolios for high net worth clients with global market exposure and proprietary risk management model

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

South Shore Capital Advisorssscainvest.com

A global investment firm seeking opportunities worldwide to build diversified portfolios and reduce risk through a global balanced approach

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

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