Top Massachusetts Financial Services Startups (96)

Charted clears the path for finance teams with AP Automation solutions built directly into your NetSuite environment—no integrations, no extra systems. Gain real-time clarity on every invoice, approval, and payment so you can focus on what really matters. Eliminate manual data entry with AI-powered capabilities and expense accrual automation to accelerate your month-end close. Combine the power of your full...

Volition Capital is a growth equity firm established in 2010 that focuses on investing in high-growth, founder-owned technology businesses across the U.S. and Canada that generally have between $5 million and $50 million in revenue with demonstrated capital efficiency. The firm's portfolio comprises 26 companies in the United States and Europe. Volition Capital specializes in software, Internet, information services and...

Centri Business Consulting is dedicated to providing the highest quality finance and accounting consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their strategic accounting and reporting demands. From complex technical accounting transactions to periodic financial reporting, our professionals can offer any organization specialized expertise and...

Designer Advantage, Inc. (DA) exclusively provides interior designers with bookkeeping, project management, and business management services. As the first company to provide a fully integrated bookkeeping, project administration and business management service exclusively to the interior design trade, DA's services enable interior designers to focus more time on their core competencies - sales and customer service - while improving both...

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...

Herald builds digital infrastructure for commercial insurance. Quote and bind insurance from multiple carriers using a single API.

We are on a mission to accelerate AI transformation for the finance industry. We’ve developed the only AI Finance Reasoning Platform that is used to power complex workflows in financial services institutions.

Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple. So simple that wealth advisors can offer every client, of every size, the highest level of personalization and tax management; so simple that working with direct indexes is as easy as working with ETFs; so simple that advisors spend zero time rebalancing and trading portfolios. And so effective that wealth...

Candex is a fintech consolidator for large organizations so that they can make purchases from one-time, irregular and low risk suppliers using existing P2P processes. Candex operates globally managing setup, support, tax and regulatory complexity - making it simple, fast, and compliant to pay suppliers even across borders and cross currencies. Available in multiple deliveries, Candex works directly within existing...

We are the fund administrator of choice for a wide range of customers in the US, UK and EU. Every day, with every decision and every client interaction, our values serve as guideposts, improve the quality of our work, and strengthen our employee and client relationships. We are building the best culture in the business. As a business that is...

G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank. G2 delivers unique investment banking solutions and uncompromising advice by pairing highly experienced C-level executives with specialist investment bankers in both growth and stressed situations. G2 focuses on industries where our C-level operating partners have deep industry knowledge and expertise. We offer our clients a strategic, operational and financial “insider’s...

Sycurio (formerly Semafone) helps organizations transform CX and simplify how they manage regulatory compliance and payment security. Our solutions and services enable enterprises to safeguard every customer interaction, in every channel - delivering a standout customer experience that builds trust and lasting loyalty.

Universal Processing was founded in 2003 with a mission to provide clients with open and honest communications, minimal rates and fees, efficient and simple credit card processing, and the highest quality of customer support. We treat our clients as our partners, and work to ensure that they receive the same technologies and business opportunities as larger companies. We fight for,...

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.

Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $30 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results. SCS has never compromised....

Meridian Adhesives Group is a full-service, global adhesive solution provider. Through the science of innovation, we deliver purposeful, high-impact products and bonding solutions that make possible the goals of our customers.

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,...

Founded in 1982, TA Realty is an experienced and established real estate investment management firm. The Firm is headquartered in Boston, Massachusetts, with additional offices in Newport Beach, California, Dallas, Texas and San Francisco, California. Since its inception, as of June 30, 2023, TA Realty has acquired, invested and/or managed approximately $40 billion of real estate assets through core, core plus...

FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. Today, FINTRX serves hundreds of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers. In November of...

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.