Top Massachusetts Financial Services Startups (66)

Charted, Inc. is a thriving NetSuite partner dedicated to elevating our customers' experiences through exceptional automation solutions and consulting services. Our product suite includes Charted: a NetSuite-native financial automation platform designed to significantly enhance NetSuite's out-of-the-box capabilities. Alongside our innovative products, we offer top-tier consulting services, partnering with our clients to ensure successful NetSuite implementations, optimizations, and ongoing support. We are...

Posh is a venture backed conversational AI company that spun out of MIT's AI lab in 2018 🚀 We are committed to democratizing access to banking and accelerating the responsible adoption of AI for financial institutions, transforming how they serve their communities and employees. We transform how financial services companies connect with their customers and automate contact center workflow. Our AI platform...

At Great Gray® we believe in – and are driven by – growth. In continually expanding and transforming retirement solutions through technology that streamlines, innovation that unlocks potential, and a mindset that reaches far beyond the status quo. Growth that brings new efficiencies, new possibilities, new goals to our customers. And to their customers. From acting as a trustee...

FundGuard is the new era investment accounting utility that is transforming legacy investment operations with our AI-powered, cloud native and multi-asset class SaaS platform for asset managers, asset owners, custodian banks and fund administrators. Led by an experienced team of technology innovators and industry experts, our mission is to help investors around the world to accumulate and grow their assets safely...

SAVVI is a leading technology-enabled financial wellness platform that allows people to easily plan, manage and track their full financial picture in minutes. Led by MIT-trained PhDs in mathematics, engineering, and data science, our team brings over 20 years of experience applying quantitative finance, applied analytics, and robust optimization to real-world challenges across finance, healthcare, and transportation systems. Now, we’re...

Clean Energy Ventures is a venture capital firm focused on investing in companies commercializing disruptive advanced energy technologies and business model innovations that can achieve significant scale by taking advantage of market-driven forces to address global climate disruption. The firms’ principals have been investing in, supporting and mentoring early-stage clean energy startups together since 2005, and work with a deep...

MassDevelopment, the state’s development finance agency and land bank, works with businesses, nonprofits, banks, and communities to stimulate economic growth. Through these collaborations we help create jobs, increase the number of housing units, revitalize urban environments, and address factors limiting economic growth including transportation, energy, and infrastructure deficiencies. MassDevelopment’s work in finance and development impacts many facets of the Massachusetts economy...

oneZero develops multi-asset class trading technology, which empowers financial institutions and brokers to compete in today’s ever-changing global markets. Our powerful software solutions serve all your trading needs, delivering the highest reliability, scalability and high-performance trading technology. oneZero was founded in 2009 by technology experts Andrew Ralich and Jesse Johnson in Cambridge, MA. We have been liquidity neutral and independent...

CoinMover provides digital currency services at retail locations throughout the United States. Buy or sell cryptocurrency at our machines with just a smartphone wallet app and cash in as little as 90 seconds.

ZSuite Tech's'​ mission is to provide financial institutions with innovative technology that solves real problems for specific industry verticals to grow their businesses. The foundation of our company began in 2015 when Leader Bank, a community bank based out of Arlington, MA created a product innovation division within the institution. After several successful product launches, Leader Bank and the product...

Givzey's standalone Gift Agreement Platform empowers fundraisers to formalize and book gift commitments in seconds.

Browne Consulting Group provides accounting, finance and human resources services to venture backed start-up and emerging companies. Our part-time services are provided on-demand and we scale with your company as you grow. We provide a deep bench of experience without needing to increase headcount and incur full-time payroll costs.

We are a venture firm dedicated to entrepreneurial science, capitalizing internally owned companies to commercialize breakthrough medical technology. We have access to researchers who have already invested significant capital into developing new inventions necessary to make technologies available for commercial use. Our investment method is repeatable. Our mission: save lives, reduce suffering and bring medical technologies to people in need...

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through key decision points across all life events.

Satuit Technologies is the premier provider of CRM, reporting, and portal software solutions for buy-side asset management, hedge fund, wealth management, private equity, and real estate markets. The company has offices in Canada, the United States, and the United Kingdom and serves clients in more than thirty-five countries. For additional information, visit us at https://satuit.com/ or contact us today at...

We are an energized group of young people (and a few older ones) committed to making sure every kid develops a healthy relationship with money. We believe this starts with the family and that each time a parent (or friend or family member) gives a kid money is a “teachable moment”. Add up all those “teachable moments” and kids enter...

For 30 years, Weiss Asset Management has developed proprietary value-based investment strategies designed to deliver high risk-adjusted returns to our investors, who include charitable foundations, pension plans, endowments, hospitals, government entities and private investors. We manage approximately $2.7 billion across hedge funds and institutional accounts. We work collaboratively to solve problems, and to identify undervalued assets through deep fundamental research,...

Commonwealth strengthens the financial opportunity and security of financially vulnerable people by discovering ideas, piloting solutions, and driving innovations to scale. We understand broad change requires market players to act. That’s why we take a unique approach to collaborate with consumers, the financial services industry, employers, policymakers, and mission-driven organizations. The solutions we build are grounded in real life, based...

The Engine, built by MIT, is a venture firm that invests in early-stage companies solving the world’s biggest problems through the convergence of breakthrough science, engineering, and leadership. Our mission is to accelerate the path to market for Tough Tech companies by providing access to a unique combination of investment, infrastructure, and community.

Bracebridge Capital, LLC is a leading hedge fund manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve...