Top Massachusetts Financial Services Startups (75)

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...

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

Akoya is transforming the way consumers provide access to their data with increased security, privacy, and control over their information. Data aggregators, fintechs, and financial institutions need to only integrate once with the Akoya Data Access Network to securely exchange consumer-permissioned financial data. Akoya manages these relationships and serves as an interoperable solution available to the entire financial services industry....

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.

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...

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....

Here at Beacon Funding, we’ve spent nearly 30 years establishing ourselves as the premier, full-service provider of financing solutions to all types of organizations throughout a wide variety of industries. Whether you’re an equipment manufacturer looking for a vendor financing partner or you’re looking to finance an equipment purchase for your business (think tow truck, boom truck, embroidery equipment), we...

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

Catena Labs is building the first AI-native financial institution to provide the financial infrastructure and services AI systems need to conduct commerce. We’re giving AI agents the tools to identify themselves and use money safely and efficiently. At the same time, we’re providing businesses and consumers a trusted, licensed financial partner with the capability to manage risk and compliance.

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...

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...

As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families...

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...

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...

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...

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...

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...

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...

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...

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...