Top Massachusetts Financial Services Startups (95)

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...

Origin is the first comprehensive money management platform for the modern workforce. We’re an integrated solution that helps your entire company manage compensation, benefits, and personal finances in a single place—side by side with financial professionals. Our team is led by repeat founders and is backed by leading VC firms like Founders Fund, Felicis and General Catalyst. We’re growing quickly and...

Social Finance is a national impact finance and advisory nonprofit. We work with the public, private, and social sectors to create partnerships and investments that measurably improve lives. Since our founding in 2011, we have mobilized $350 million in new investments designed to help people and communities realize improved outcomes in education, economic mobility, health, and housing. In addition to...

Lendbuzz is an AI-based auto finance platform that helps consumers with thin or no credit history obtain financing when purchasing a car. Powered by machine learning and proprietary algorithms, Lendbuzz can assess the creditworthiness of consumers with limited credit history—a group underserved by traditional banks. Through their auto dealership partners, Lendbuzz offers consumers attractive financing solutions while opening up opportunities...

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.

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.

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 1974, GW&K Investment Management is a dynamic Boston-based investment management firm that offers active equity and fixed income investment solutions to meet the needs of a diverse client base. GW&K's mission is to help clients achieve their investment objectives through the management of thoughtfully conceived and consistently applied investment strategies. An active bottom-up investment approach is the cornerstone...

Tyton Partners, formerly Education Growth Advisors, is the leading provider of investment banking and strategy consulting services to the global knowledge sector. Built on the tenets of insight, connectivity, and tenacity, the evolved advisory services firm leverages in-depth market knowledge and perspective to help organizations pursue solutions that have lasting impact. Tyton Partners offers a unique spectrum of services that supports...

At Hobbs Madison, Inc. we believe in forging a successful partnership between business leaders and their IT partners; we believe that successful companies leverage existing IT platforms to their fullest while positioning themselves to take advantage of emerging solutions and marketplace trends; we believe that companies must be able to successfully convert acquisitions while concurrently improving product capabilities and organizational...

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...

Wall Street Prep is a global financial training firm. Established in 2004 by investment bankers to train the financial services industry, Wall Street Prep trains over 10,000 professionals and students annually. Our client list includes the world's top investment banks, private equity firms, Fortune 1000 companies and business schools. Our online training and instructor-led boot camps are direct adaptations of...

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...

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

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...

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

Great Hill Partners is a private equity firm that invests in high-growth, disruptive companies across the software, digital commerce, financial technology, healthcare, and digital infrastructure sectors.

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,...