Top 100 Financial Services Companies in Boston

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Below is the list of Top 100 Financial Services Companies in Boston ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Boston

1. Fidelity Investments

Industry: Financial Services

Location: Boston, Massachusetts

Website: fidelity.com

Company Founded: 1946

Company Size: 10001+

Company Address: 245 Summer Street, Boston, Massachusetts, United States

Fidelity Investments Contact Details

Name Title LinkedIn Phone Email
Jan Whitesides Talent Acquisition Consultant
Ross Mcnabb Vice President Branch Leader
Swapna Reddy System Engineer
Marvin Hardiman Assistant Branch Office Manager, Fidelity Investments, South Bend Investment Center
Troy Tuckett Director Of Software Engineering
Vardan Verdiyan Quantitative Analyst
Pranay Tiwari Senior Data Scientist
Requires/Intent and 5022 more Employees
Wealth Management
Business Strategy & Growth Consulting
Accounting Services
and more

2. State Street

Industry: Financial Services

Location: Boston, Massachusetts

Website: statestreet.com

Company Founded: 1792

Company Size: 10001+

Company Address: 1 Lincoln Street, Boston, Massachusetts, United States

State Street Contact Details

Name Title LinkedIn Phone Email
Akhil Vijay Assistant Vice President
Andrew Zitney Executive Vice President, Chief Technology Officer
C Michael Raffa Global Head Of Aml And Sanctions
Jane Connell Senior Vice President And Chief Information Officer
Felecia Price Portfolio Administrator
Mayur Bakhai Quantitative Analyst, Assistant Vice President
Leland Beachy Vp; Third-party Risk Team, Corporate Information Security
Requires/Intent and 3018 more Employees
Mergers & Acquisitions Advisory
Omnichannel Customer Support
Document Management & E-signature Solutions
and more

3. Cambridge Associates

Industry: Financial Services

Location: Boston, Massachusetts

Website: cambridgeassociates.com

Company Founded: 1973

Company Size: 1001-5000

Company Address: 125 High Street, Boston, Massachusetts, United States

Cambridge Associates Contact Details

Name Title LinkedIn Phone Email
Nita Patel Managing Director
Philip Fiske Managing Director
Sandra Urie Chairman, Chief Executive Officer
Irene Mihalache Human Resources Business Partner
Celia Dallas Managing Director, Director Of Investment Strategy Research
Charlene Morin Executive Assistant
Alex Raffol Investment Director
Requires/Intent and 320 more Employees
Online Advertising & SEO
Banking & Payment Processing
Technology Consulting
and more

4. John Hancock Financial Services

Industry: Financial Services

Location: Boston, Massachusetts

Website: johnhancock.com

Company Size: 10001+

Company Address: 601 Congress Street, Boston, Massachusetts, United States

John Hancock Financial Services Contact Details

Name Title LinkedIn Phone Email
Lew Williams Senior Business Analyst
Cassandra Warfel Financial Services Representative
Edwin Von Labja Senior Data Loss Prevention Analyst
Bab Young Director Of Database Services
Zachary Raicik Director, Data Science
Dawn Arrabito Blue Star Mom, Passionate Supporter Of All Military Veterans, Leasing Director
Andrew Franks National Account Vice President
Requires/Intent and 308 more Employees
Document Management & E-signature Solutions
Accounting Services
Business Strategy & Growth Consulting
and more

5. John Hancock Financial Services

Industry: Financial Services

Location: Boston, Massachusetts

Website: manulifeillustrator.com

Company Size: 10001+

Company Address: 601 Congress Street, Boston, Massachusetts, United States

John Hancock Financial Services Contact Details

Name Title LinkedIn Phone Email
Steven Shepherd Senior Actuarial Analyst Iii
Patrick Murphy Chief Executive Officer
Larry Riddell Senior Director John Hancock Advice
Judy Stevenson Regional Vice President
Judy Stevenson Regional Vice President
Cherie Manning Director Of Human Resources Reporting And Data Analytics
Ann Slotwinski Avp, Tpa Services
Requires/Intent and 523 more Employees
Risk Assessment & Mitigation
Mortgage & Loan Processing
and more

6. Bain Capital

Industry: Financial Services

Location: Boston, Massachusetts

Website: baincapital.com

Company Founded: 1984

Company Size: 1001-5000

Company Address: 200 Clarendon Street, Boston, Massachusetts, United States

Bain Capital Contact Details

Name Title LinkedIn Phone Email
Whitney Proffitt Human Resources Manager
Brian Gladden Operating Partner
Klaus Koenigshausen Principal
Ian Loring Managing Director
Colin Motley Principal
Adam Nebesar Managing Director
Sam Weil Vice President
Requires/Intent and 150 more Employees
Branding & Public Relations
Treasury & Cash Flow Management
Financial Forecasting & Modeling
Tax Planning & Strategy
and more

7. Putnam Investments

Industry: Financial Services

Location: Boston, Massachusetts

Website: putnam.com

Company Size: 1001-5000

Company Address: 100 Federal Street, Boston, Massachusetts, United States

Putnam Investments Contact Details

Name Title LinkedIn Phone Email
Gerard Donahue Senior Investor Services Associate
Rusty Handler Senior Investment Specialist
Lindsay Lukacs Senior Regional Advisor Consultant
Josh Reynolds Head Of Global Campaigns
Shep Perkins Chief Investment Officer, Equities And Portfolio Manager
Jeff Aaron Senior Relationship Manager, Strategic Accounts
Asad Elmi Senior Associate Advisor Consultant
Requires/Intent and 191 more Employees
Risk Assessment & Mitigation
Loan Origination & Servicing Platforms
Data Analytics & Business Intelligence
Fraud Detection & Prevention
and more

8. Santander Us

Industry: Financial Services

Location: Boston, Massachusetts

Website: santanderusa.com

Company Size: 10001+

Company Address: 75 State Street, Boston, Massachusetts, United States

Santander Us Contact Details

Name Title LinkedIn Phone Email
Bradley Burns Relationship Banker
Leha Guilmette Talent Acquisition Operations Manager
Hakim Hassani Data Quality Director
Humberto Ramones Delivery Manager
Eduardo Guzman Cyber-lead Business Consultant Infosec Manager
Jagmeet Singh Director, Data Architecture
Michael Regan Senior Legal Counsel
Requires/Intent and 77 more Employees
Legal Compliance & Advisory
Securities Trading & Brokerage
IoT-enabled Smart Banking Solutions
Risk Management & Compliance
and more

9. State Street Global Advisors

Industry: Financial Services

Location: Boston, Massachusetts

Website: ssga.com

Company Founded: 1978

Company Size: 1001-5000

Company Address: 1 Iron Street, Boston, Massachusetts, United States

State Street Global Advisors Contact Details

Name Title LinkedIn Phone Email
Susan Thompson Evp, Head Of Americas Distribution For Spdr Etfs
Cyrus Taraporevala President And Chief Executive Officer
Diana Donk Assistant Vice President Institutional Sales - Latin America
Joyce Rosely Head Of Asset Management And Hedge Fund Sales For Us Spdrs At State Street Global Advisors
Anu Kalra Digital Analytics Manager
Josh Reesman Vice President, Ria Regional Consultant
Dennis Santos Head Of Manager Reseach - Investment Solutions Group And Ocio
Requires/Intent and 73 more Employees
Asset Management
ESG & Sustainable Finance Consulting
and more

10. Natixis Investment Managers

Industry: Financial Services

Location: Boston, Massachusetts

Company Size: 201-500

Natixis Investment Managers Contact Details

Name Title LinkedIn Phone Email
John Merry Managing Regional Director
Jessie Cross Assistant Vice President, Content Creator
Rodrigo Aguilar Director, Head Of Latin America And Us Offshore Distribution
Alaina Giampapa Senior Vice President, Global Relationships At Natixis Global Asset Management
Victor Howell Vice President
Ryan Blossom Managing Regional Director
Michael Schnackenberg Vice President, Managing Regional Director - Riaà â â S, Family Offices, Bank Trusts, Broker-dealers
Requires/Intent and 83 more Employees
Employee Training & Workforce Development
ERP For Financial Institutions
and more

11. Federal Reserve Bank Of Boston

Industry: Financial Services

Location: Boston, Massachusetts

Website: bostonfed.org

Company Founded: 1914

Company Size: 1001-5000

Company Address: 600 Atlantic Avenue, Boston, Massachusetts, United States

Federal Reserve Bank Of Boston Contact Details

Name Title LinkedIn Phone Email
Sergio Rodriguera Senior Consultant For Artificial Intelligence And Machine Learning
Rob Stella Senior Recruiter - Diversity Specialist
Clement Nganga Director Of Internal Audit
Armeather Gibbs Senior Community Development Analyst
Heidi Coughlin Senior Business Project Manager, Fednow Program
Paulo Prazeres Assistant Vice President, Financial Planning And Analysis
William Young Auditor
Requires/Intent and 120 more Employees
Financial Planning & Retirement Solutions
Data Analytics & Business Intelligence
Risk Assessment & Mitigation
Sales & Lead Generation Strategy
Insurance & Underwriting Services
and more

12. Gordon Brothers

Industry: Financial Services

Location: Boston, Massachusetts

Website: gordonbrothers.com

Company Founded: 1903

Company Size: 201-500

Company Address: 800 Boylston Street, Boston, Massachusetts, United States

Gordon Brothers Contact Details

Name Title LinkedIn Phone Email
Scot Sode Retail Consultant
Mark Harrington Talent Acquisition Recruiter
Olivia Coolbrith Salesforce Coordinator
Briana Bucci Senior Associate, Marketing
Eric Teixeira Senior Analyst, Valuations
Heather Toland Senior Associate, Corporate Events, Marketing
Tanya Hill Director, Financial Reporting
Requires/Intent and 14 more Employees
API Integration For FinTech
Risk Management & Compliance
and more

13. Private

Industry: Financial Services

Location: Boston, Massachusetts

Website: bostonprivate.com

Company Founded: 1987

Company Size: 501-1000

Company Address: 10 Post Office Square, Boston, Massachusetts, United States

Private Contact Details

Name Title LinkedIn Phone Email
Paul Simons President - Private Banking, Wealth And Trust
Steve Gogolak Vp, Client Portal Product Manager
Charlie Nilsen Executive Vice President
Rick Khanna Senior Vice President Digital
Jayne Schmidt Senior Talent Acquisition Consultant
Darien Fong Avp, Business Process Analyst
Emily Rush Executive Vice President, Commercial Real Estate And Private Equity Sponsors
Requires/Intent and 68 more Employees
Investment Advisory
Business Strategy & Growth Consulting
and more

14. The Colony Group

Industry: Financial Services

Location: Boston, Massachusetts

Website: thecolonygroup.com

Company Founded: 1986

Company Size: 201-500

Company Address: 201 Washington Street, Boston, Massachusetts, United States

The Colony Group Contact Details

Name Title LinkedIn Phone Email
Robert Glovsky Vice Chair And Senior Financial Counselor
Ron Rubin President, Vice Chairman And Chief Culture Officer
Zinovy Iosovich Chief Of Staff And Principal
Jennifer Geoghegan Chief Of Staff And Strategy
Jason Greenberg Senior Tax Associate
Supreet Singh Accountant
Nina Mitchell Senior Wealth Advisor And Co-president, Colony Sports And Entertainment
Requires/Intent and 76 more Employees
Compliance & Regulatory Advisory
Debt Collection & Recovery
Blockchain & Cryptocurrency Solutions
Financial Forecasting & Modeling
Legal Compliance & Advisory
and more

15. Commonwealth Financial Group

Industry: Financial Services

Location: Boston, Massachusetts

Website: commonwealthfinancialgroup.com

Company Founded: 1857

Company Size: 201-500

Company Address: 101 Federal Street, Boston, Massachusetts, United States

Commonwealth Financial Group Contact Details

Name Title LinkedIn Phone Email
Sam Philbrook Managing Director | Financial Advisor
Eric Cooper Financial Planner
Lutcf Paul Joyce Financial Advisor
Dakota Brizendine Managing Director
Steve Abraham Financial Services Representative
Brian Boswell Financial Planner
Joe Logrippo Financial Advisor
Requires/Intent and 32 more Employees
ESG & Sustainable Finance Consulting
Mortgage & Loan Processing
Compliance & Regulatory Advisory
Employee Training & Workforce Development
and more

16. Berkshire Partners

Industry: Financial Services

Location: Boston, Massachusetts

Website: berkshirepartners.com

Company Founded: 1980

Company Size: 51-200

Company Address: 200 Clarendon Street, Boston, Massachusetts, United States

Berkshire Partners Contact Details

Name Title LinkedIn Phone Email
Brandon Walker Associate
C Christopher Comenos Vice President
Samantha Adams Director Of Talent Management
Amira Batista Executive Assistant
Dave Bordeau Managing Director
Ladd Hamrick Vice President
Whitney Kelly Principal
Requires/Intent and 25 more Employees
Data Analytics & Business Intelligence
Financial Planning & Retirement Solutions
Online Advertising & SEO
Tax Planning & Strategy
and more

17. Pioneer Investments

Industry: Financial Services

Location: Boston, Massachusetts

Website: amundipioneer.com

Company Size: 1001-5000

Company Address: 60 State Street, Boston, Massachusetts, United States

Pioneer Investments Contact Details

Name Title LinkedIn Phone Email
Crpsâ Tim Harkleroad Vp, Portfolio Consultant - Dcio Mid Atlantic
Manny Resendes Global Head Of Edm
Michael Tran Sales Enablement Strategist
Michael Temple Director Of Fixed Income Research, Senior Portfolio Manager
Orval Thompson System Engineer
Dave Irving Regional Vice President
Ken Winston Portfolio Manager
Requires/Intent and 79 more Employees
Compliance & Regulatory Advisory
Mortgage & Loan Processing
and more

18. Nepc, Llc

Industry: Financial Services

Location: Boston, Massachusetts

Website: nepc.com

Company Founded: 1986

Company Size: 201-500

Company Address: 255 State Street, Boston, Massachusetts, United States

Nepc, Llc Contact Details

Name Title LinkedIn Phone Email
Kc Connors Partner, Philanthropic And Private Wealth Practice Director
Chenae Edwards Senior Investment Consultant
Sarah Bloom Marketing Associate
William Biggs Data Management Service Analyst
Stacey Flier Principal And Senior Consultant
Kiley Fischer Consulting Analyst
Nedelina Petkova Healthcare Consultant
Requires/Intent and 44 more Employees
Portfolio Management
Automation & Workflow Optimization
Marketing Services
Mortgage & Loan Processing
and more

19. Gordon Brothers Group

Industry: Financial Services

Location: Boston, Massachusetts

Company Founded: 1903

Company Size: 11-50

Gordon Brothers Group Contact Details

Name Title LinkedIn Phone Email
James Rollins Retail Consultant
James Rollins Retail Consultant
Mollie Bailey Senior Merchandise Manager
Eliot Kaufmann Senior Appraiser, Inventory, Valuations
Jennifer Hamedany Human Resources Coordinator
Ulos Anderson Senior Managing Director
Kim Angeli Director, Administrative And Operations Support
Requires/Intent and 56 more Employees
Online Advertising & SEO
Omnichannel Customer Support
Mortgage & Loan Processing
and more

20. Scs Financial

Industry: Financial Services

Location: Boston, Massachusetts

Website: scsfinancial.com

Company Founded: 2002

Company Size: 51-200

Company Address: 888 Boylston Street, Boston, Massachusetts, United States

Scs Financial Contact Details

Name Title LinkedIn Phone Email
Samuel Martin Director, Hedge Funds
Peter Lacaillade Managing Director, Private Investments
Andrew Newfield Senior Client Advisor
Jim Iacoi Client Advisor Services
Grant Chaney Client Advisor
Marcelo Vedovatto Managing Director
Kyle Spalding Vice President
Requires/Intent and 12 more Employees
Debt Collection & Recovery
Tax Planning & Strategy
and more

21. Circle

Industry: Financial Services

Location: Boston, Massachusetts

Website: circle.com

Company Founded: 2013

Company Size: 51-200

Circle Contact Details

Name Title LinkedIn Phone Email
Aaron Kellner Director, Venture
Joel Greenberg Software Engineer, Trading
Rachel Mayer Vp, Growth And Product Marketing
Josh Goldstein Investor
Benjamin Gertner Manager, Finance And Strategy - Markets
Minjun Lin Product Data Analyst
Nick Meade Senior Markets Analyst
Requires/Intent and 11 more Employees
Fraud Detection & Prevention
Tax Planning & Strategy
Performance Tracking & KPI Analytics
and more

22. Winthrop Wealth Management

Industry: Financial Services

Location: Boston, Massachusetts

Company Founded: 1985

Company Size: 1-10

Company Address: 115 Newbury Street, Boston, Massachusetts, United States

Winthrop Wealth Management Contact Details

Name Title LinkedIn Phone Email
Michael Banchick Chief Technology Officer
Requires/Intent
Corporate Finance Strategy
Online Advertising & SEO
Insurance & Underwriting Services
API Integration For FinTech
and more

23. Radius Bank

Industry: Financial Services

Location: Boston, Massachusetts

Website: radiusbank.com

Company Founded: 1987

Company Size: 51-200

Company Address: 1 Harbor Street, Boston, Massachusetts, United States

Radius Bank Contact Details

Name Title LinkedIn Phone Email
Christopher Antao Senior Vice President National Institutional Banking Sales Leader
Michael Fina Regional Sales And Relationship Executive
Reine Sloan Digital Marketing Designer
Danny Kim Vice President
Tricia Schoener Vice President Of Human Resources
Yuliya Reshetnyak Vice President, Project Management
Jason Holt Senior Vice President And Chief Information Security Officer
Requires/Intent and 16 more Employees
Banking & Payment Processing
Risk Assessment & Mitigation
Quality Control & Assurance
and more

24. Great Hill Partners

Industry: Financial Services

Location: Boston, Massachusetts

Website: greathillpartners.com

Company Founded: 1999

Company Size: 51-200

Company Address: 200 Clarendon Street, Boston, Massachusetts, United States

Great Hill Partners Contact Details

Name Title LinkedIn Phone Email
Jefferson Neblett Fund Accountant
Nick Cayer Partner
Eric Weinberg Executive In Residence
Alison Holmes Vice President
Alex Diamond Finance Associate
Jenny Chen Associate
Chris Busby Partner
Requires/Intent and 6 more Employees
Insurance & Underwriting Services
Hedge Fund & Private Equity Consulting
Sales & Lead Generation Strategy
API Integration For FinTech
and more

25. Thomas H Lee Partners

Industry: Financial Services

Location: Boston, Massachusetts

Website: thl.com

Company Founded: 1974

Company Size: 51-200

Thomas H Lee Partners Contact Details

Name Title LinkedIn Phone Email
Laira Torres-ruiz Private Equity Associate
Hank Boye Managing Director
Kevin Mok Private Equity Associate
Max Doubenski Vice President
Jim Carlisle Managing Director
Bryan Gelnett Principal, Strategic Resource Group
Andrew Goberstein Vice President
Requires/Intent and 15 more Employees
HR & Talent Acquisition
AI-powered Financial Insights
Legal Compliance & Advisory
Accounting Services
Marketing Services
and more

26. Forward Financing

Industry: Financial Services

Location: Boston, Massachusetts

Website: forwardfinancing.com

Company Founded: 2012

Company Size: 51-200

Company Address: 53 State Street, Boston, Massachusetts, United States

Forward Financing Contact Details

Name Title LinkedIn Phone Email
Jamie Waldinger Vice President, Head Of Sales And Marketing
Katrina Perkins Marketing And Communications Manager
Cara Horne Resolution Specialist
John Costello Account Executive
Caleb Smith Senior Associate; Strategy
Mackenzie Kagel Senior People And Culture Manager
Jill Capadanno Senior Account Manager, Strategic Partnerships
Requires/Intent and 10 more Employees
Treasury & Cash Flow Management
AI-powered Financial Insights
Insurance & Underwriting Services
Data Analytics & Business Intelligence
Digital Payment & Subscription Solutions
and more

27. The Kessler Group

Industry: Financial Services

Location: Boston, Massachusetts

Website: kessler.com

Company Founded: 1979

Company Size: 51-200

Company Address: 855 Boylston Street, Boston, Massachusetts, United States

The Kessler Group Contact Details

Name Title LinkedIn Phone Email
Greg Fisher Senior Vice President - Corporate And Business Development
Dax Cummings Managing Director At The Kessler Group
Stephen Eulie Evp, Risk Based Capital Group
Caitlyn Mcdermott Executive Assistant
Patrick Aylmer Executive Vice President
Scott Bedard Accounting Manager
Mary Sarmatzis Executive Assistant To The Chairman And Ceo; Executive Assistant To The President And Chief Operations Officer
Requires/Intent and 5 more Employees
Credit Rating & Analysis
Customer Relationship Management (CRM)
Data Analytics & Business Intelligence
and more

28. Informa Financial Intelligence

Industry: Financial Services

Location: Boston, Massachusetts

Company Size: 501-1000

Company Address: 2 International Place, Boston, Massachusetts, United States

Informa Financial Intelligence Contact Details

Name Title LinkedIn Phone Email
Chris Volpe Director, Wealth Management Solutions
Michael Bruzik Business Project Manager
Michael Stinson President | Banktrends
Allen Hime Senior Account Manager
Jacqlene Dunn Strategic Account Manager
Jerry Knight Senior Project Manager
Ryan Firmender Senior Program Manager
Requires/Intent and 9 more Employees
Insurance & Underwriting Services
ERP For Financial Institutions
ESG & Sustainable Finance Consulting
Employee Training & Workforce Development
Omnichannel Customer Support
and more

29. Federal Reserve Bank Of Boston

Industry: Financial Services

Location: Boston, Massachusetts

Company Founded: 1914

Company Size: 201-500

Company Address: 600 Atlantic Avenue, Boston, Massachusetts, United States

Federal Reserve Bank Of Boston Contact Details

Name Title LinkedIn Phone Email
Jim Cunha Senior Vice President
Sol Carbonell Assistant Vice President, Community Development Strategic Engagements
Ariel Hurts Internal Auditor
Ed Cipullo Deputy Central Point Of Contact
Thu Tran Senior Research Assistant
Joseph Cacciola Assistant Vice President And Administrative Officer
Patrick Defontnouvelle Vice President
Requires/Intent and 43 more Employees
Marketing Services
Mobile App Development For Financial Services
and more

30. Pymnts.com

Industry: Financial Services

Location: Boston, Massachusetts

Company Founded: 2009

Company Size: 1-10

Company Address: 111 Devonshire Street, Boston, Massachusetts, United States

Pymnts.com Contact Details

Name Title LinkedIn Phone Email
Karen Webster Chief Executive Officer
Harold Levey Senior Digital Content Writer
Requires/Intent
Mortgage & Loan Processing
Technology Consulting
Portfolio Management
Online Advertising & SEO
and more

31. Chainstone Labs

Industry: Financial Services

Location: Boston, Massachusetts

Website: chainstonelabs.com

Company Founded: 2017

Company Size: 1-10

Chainstone Labs Contact Details

Name Title LinkedIn Phone Email
Bruce Fenton Managing Director
Requires/Intent
Mergers & Acquisitions Advisory
Debt Collection & Recovery
Financial Auditing & Reporting
IoT-enabled Smart Banking Solutions
Cybersecurity & Data Protection
and more

32. Bracebridge Capital, Llc

Industry: Financial Services

Location: Boston, Massachusetts

Website: bracebridgecapital.com

Company Founded: 1994

Company Size: 51-200

Company Address: 888 Boylston Street, Boston, Massachusetts, United States

Bracebridge Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Gal Hulli Investment Analyst
Steve Quintero Chief Administrative Officer And Chief Strategy Officer
Justin Pelletier Valuation Analyst
Charlotte Hamill Managing Director
Malhar Mehta Investment Analyst, Emerging Markets
Rachel Wikoff Financial Reporting Specialist
Joana Reilly Investor Relations Associate
Requires/Intent and 19 more Employees
Document Management & E-signature Solutions
Mobile App Development For Financial Services
Performance Tracking & KPI Analytics
Quality Control & Assurance
Business Strategy & Growth Consulting
and more

33. Boston Partners Global Investors, Inc.

Industry: Financial Services

Location: Boston, Massachusetts

Company Founded: 1995

Company Size: 51-200

Company Address: 1 Beacon Street, Boston, Massachusetts, United States

Boston Partners Global Investors, Inc. Contact Details

Name Title LinkedIn Phone Email
Trevor Frankel Global Long And Short Research Analyst
Brandon Smith Portfolio Research
Volkan Gulen Global Equity Analyst
Charlie Clapp Equity Analyst
Matthew Davis Chief Administrative Officer
Paul Heathwood Sales Director
Ross Klein Equity Analyst
Requires/Intent and 11 more Employees
Cybersecurity & Data Protection
Data Analytics & Business Intelligence
Securities Trading & Brokerage
and more

34. Boston Financial Investment Management

Industry: Financial Services

Location: Boston, Massachusetts

Website: bfim.com

Company Founded: 1969

Company Size: 51-200

Company Address: 101 Arch Street, Boston, Massachusetts, United States

Boston Financial Investment Management Contact Details

Name Title LinkedIn Phone Email
Thomas Paramore Senior Vice President At Boston Financial Investment Management
Alex Whitmore Senior Analyst
Jason Christman Vice President - Equity Production
Steve Napolitano Senior Vice President
Eva Clarke Vice President, Asset Management
Jackie Wiegleb Account Manager
Kevin Bernardo Account Manager
Requires/Intent and 18 more Employees
Business Strategy & Growth Consulting
API Integration For FinTech
Insurance & Underwriting Services
Asset Management
Branding & Public Relations
and more

35. Flywire

Industry: Financial Services

Location: Boston, Massachusetts

Company Founded: 2009

Company Size: 51-200

Company Address: 141 Tremont Street, Boston, Massachusetts, United States

Flywire Contact Details

Name Title LinkedIn Phone Email
Annie Galvin Client Success Manager
Jillian Rosa Product Manager - Global Payment Acquisition
Matthew Borghi Pricing Analyst
Claire Ferrante Designer
Jessica Sullivan Business Development Associate
Jamie Prudhomme Global Compliance Director
Ada Cirillo Global Salesforce Tools Stack Administrator At Flywire At Flywire
Requires/Intent and 1 more Employees
Financial Auditing & Reporting
Securities Trading & Brokerage
AI-powered Financial Insights
ESG & Sustainable Finance Consulting
Employee Training & Workforce Development
and more

36. Cove Hill Partners

Industry: Financial Services

Location: Boston, Massachusetts

Website: covehillpartners.com

Company Founded: 2017

Company Size: 11-50

Company Address: 888 Boylston Street, Boston, Massachusetts, United States

Cove Hill Partners Contact Details

Name Title LinkedIn Phone Email
Daniel May Principal
Andrew Chou Private Equity Associate
Dipak Kumar Investor
Jane Vance Senior Vice President
Dennis Bao Private Equity Analyst
Kevin Yang Associate
Ed Cao Vice President, Portfolio Team
Requires/Intent
Fraud Detection & Prevention
Technology Consulting
Omnichannel Customer Support
Loan Origination & Servicing Platforms
and more

37. Numerated

Industry: Financial Services

Location: Boston, Massachusetts

Website: numerated.com

Company Founded: 2017

Company Size: 51-200

Company Address: 265 Franklin Street, Boston, Massachusetts, United States

Numerated Contact Details

Name Title LinkedIn Phone Email
Chris Aronis Senior Vice President, Sales And Account Management
Matthew Tagan Software Automation Engineer
Meghan Frazier Implementation Engineer
Jonathan Koenig Implementation Engineer
Paul Martin Helping Customers Make Business Banking Better
Courtney Henderson Product Owner
Brian Heide Implementation Engineer
Requires/Intent and 5 more Employees
Fraud Detection & Prevention
Tax Planning & Strategy
Employee Training & Workforce Development
Banking & Payment Processing
Branding & Public Relations
and more

38. Massdevelopment

Industry: Financial Services

Location: Boston, Massachusetts

Website: massdevelopment.com

Company Founded: 1998

Company Size: 51-200

Company Address: 99 High Street, Boston, Massachusetts, United States

Massdevelopment Contact Details

Name Title LinkedIn Phone Email
Julie Cowan Vice President, Business Development
Nicholas Giaquinto Government Relations Specialist
Amanda Gregoire Vice President, Real Estate Services
Patrick Scalli Director, Marine Facilities And Operations
Jeff Buckley Commercial Credit Analyst
Kimberly Walsh Devens Recreation Program Manager
Kelsey Schiller Deputy Director Of Communications
Requires/Intent and 2 more Employees
Legal Compliance & Advisory
API Integration For FinTech
AI-powered Financial Insights
ERP For Financial Institutions
and more

39. Neighborhood Assistance Corporation Of America

Industry: Financial Services

Location: Boston, Massachusetts

Website: naca.com

Company Founded: 1988

Company Size: 501-1000

Company Address: 225 Centre Street, Boston, Massachusetts, United States

Neighborhood Assistance Corporation Of America Contact Details

Name Title LinkedIn Phone Email
Jeffrey Rust Mortgage Counselor
Cedric Smith Director, Richmond Office Nmls #1443474
Tara Herron Principal Broker
Veronica Lowery Trainer
Ken Price Mortgage Loan Originator
Harriet Lee Mlo And Mortgage Counselor
Trayawn Brown In-house Real Estate Agent
Requires/Intent and 27 more Employees
HR & Talent Acquisition
Financial Forecasting & Modeling
Securities Trading & Brokerage
and more

40. Cantella & Co., Inc.

Industry: Financial Services

Location: Boston, Massachusetts

Website: joincantella.com

Company Founded: 1952

Company Size: 51-200

Cantella & Co., Inc. Contact Details

Name Title LinkedIn Phone Email
William Mcevoy Chief Financial Officer At Cantella And Co., Inc
Patrick Feeley Operations Analyst
Carolyn Daley Director Of Compliance
Jb Marston Transition Specialist
Thomas Layte Home Office Supervisor, Compliance
Jim Freeman National Sales Manager
Matthew Todd Software Developer
Requires/Intent and 7 more Employees
Financial Auditing & Reporting
IoT-enabled Smart Banking Solutions
Investment Advisory
and more

41. Signator Investors, Inc.

Industry: Financial Services

Location: Boston, Massachusetts

Website: signatorinvestors.com

Company Size: 1001-5000

Company Address: 197 Clarendon Street, Boston, Massachusetts, United States

Signator Investors, Inc. Contact Details

Name Title LinkedIn Phone Email
Laurence Plummer Investment Advisor Representative
Keith Pridgen Financial Professional Dba Wilson Investment Group
Bob Redel Registered Representative And Branch Manager
Christina Peltier Compliance Manager
Carolyn Sanders Brokerage Services Representative Ii
Matt Stanton Operations Manager
Dillan Hamilton Investment Advisor Representative
Requires/Intent and 17 more Employees
Document Management & E-signature Solutions
Omnichannel Customer Support
and more

42. American Student Assistance

Industry: Financial Services

Location: Boston, Massachusetts

Website: asa.org

Company Founded: 1956

Company Size: 51-200

Company Address: 33 Arch Street, Boston, Massachusetts, United States

American Student Assistance Contact Details

Name Title LinkedIn Phone Email
Rose Arthur Project Director
Liliana Ornelas Manager, Programs And Curriculum
Lauren Shiraka Senior Brand Copywriter
Brittany Broderick Digital Marketing Specialist
Anthony Villa Senior Graphic Designer
Kristen Munevar Creative Director
Kaylee Johnson Industry Insights Specialist
Requires/Intent and 23 more Employees
Tax Planning & Strategy
Asset Management
Fraud Detection & Prevention
Wealth Management
and more

43. State Street Spdr Etfs

Industry: Financial Services

Location: Boston, Massachusetts

Company Founded: 1978

Company Size: 1001-5000

Company Address: 1 Lincoln Street, Boston, Massachusetts, United States

State Street Spdr Etfs Contact Details

Name Title LinkedIn Phone Email
Nicholas Marinaro Vice President, Strategic Partners, Strategy And Planning
Sarah Estwick Head Of Etf Marketing, North America
Robert Melton Head Of Spdr Etf Business Development - Us Pensions, Endowments And Foundations
Thomas Batters Vp, Business Controls
Alex Greenberg Spdr Sales Insights Analyst
Requires/Intent
Customer Relationship Management (CRM)
Treasury & Cash Flow Management
Financial Auditing & Reporting
Asset Management
and more

44. Moors & Cabot

Industry: Financial Services

Location: Boston, Massachusetts

Website: moorscabot.com

Company Founded: 1890

Company Size: 51-200

Company Address: 1 Federal Street, Boston, Massachusetts, United States

Moors & Cabot Contact Details

Name Title LinkedIn Phone Email
Carly Engert Assistant Director, Insurance And Annuities
Peter Medgyesy Director Of Training And Transitions
Stanley Czyzyk Vice President, Strategic Initiatives
Stanley Czyzyk Vice President, Strategic Initiatives
Michael Braun Board Of Directors, Chief Operating Officer
Max Hall Operations Associate
Steve Decatur Senior Vice President Investments, Riar
Requires/Intent and 11 more Employees
Cloud Computing Solutions
Financial Auditing & Reporting
and more

45. Twin Focus Capital Partners Llc

Industry: Financial Services

Location: Boston, Massachusetts

Website: twinfocuscapital.com

Company Founded: 2006

Company Size: 11-50

Company Address: 75 Park Plaza, Boston, Massachusetts, United States

Twin Focus Capital Partners Llc Contact Details

Name Title LinkedIn Phone Email
John Pantekidis Chief Investment Officer, General Counsel And Partner
Wil Ward Managing Director
James Lawless Senior Director, Family Office Advisory
Maya Mcdonald Associate Director, Client Advisory
Michael Gibbons Associate Director
Michael Rennie Managing Director Of Technology
Jenna Ricci Administrative Assistant
Requires/Intent and 1 more Employees
IoT-enabled Smart Banking Solutions
Corporate Finance Strategy
and more

46. Lendbuzz

Industry: Financial Services

Location: Boston, Massachusetts

Website: lendbuzz.com

Company Founded: 2015

Company Size: 11-50

Company Address: 100 Summer Street, Boston, Massachusetts, United States

Lendbuzz Contact Details

Name Title LinkedIn Phone Email
Brendan Dowdle Finance Manager
Hailey James-sorenson Machine Learning Engineer
Vrushali Shah Software Engineer
Hailey James Machine Learning Engineer
Timothy Corcoran Credit Officer
Yichuan Liu Machine Learning Engineer
Elizabeth Gonzalez Operations Manager
Requires/Intent and 3 more Employees
Debt Collection & Recovery
HR & Talent Acquisition
and more

47. Cambridge Associates Llc

Industry: Financial Services

Location: Boston, Massachusetts

Website: cacapitalmanagement.com

Company Size: 1001-5000

Company Address: 125 High Street, Boston, Massachusetts, United States

Cambridge Associates Llc Contact Details

Name Title LinkedIn Phone Email
Marcos Veremis Managing Director, Endowments And Foundations
Requires/Intent
Investment Advisory
Financial Auditing & Reporting
Mobile App Development For Financial Services
and more

48. Bondlink

Industry: Financial Services

Location: Boston, Massachusetts

Website: bondlink.com

Company Size: 11-50

Company Address: 330 Congress Street, Boston, Massachusetts, United States

Bondlink Contact Details

Name Title LinkedIn Phone Email
Scott Cronin Issuer Sales
Krishna Ramaswamy Director Data Strategy
Mitchell Hickey Investor Relations Associate
Justin Leider Director Of Frontend Engineering
Ceril Venegas Software Engineer
Chelsea Brennan Account Manager, Issuer Investor Relations
Elizabeth Condon Customer Success
Requires/Intent
Investment Advisory
Financial Forecasting & Modeling
Blockchain & Cryptocurrency Solutions
Treasury & Cash Flow Management
Automation & Workflow Optimization
and more

49. Shepherd Kaplan Krochuk, Llc

Industry: Financial Services

Location: Boston, Massachusetts

Website: skk-llc.com

Company Founded: 2001

Company Size: 51-200

Company Address: 125 Summer Street, Boston, Massachusetts, United States

Shepherd Kaplan Krochuk, Llc Contact Details

Name Title LinkedIn Phone Email
Antony Courtney Managing Director Global Product Development
David Freeman Managing Director, Marketing And Business Development
Caitlin Little Executive Assistant
Wesley Hatch Associate
Stephanie Allwein Private Client Service Associate
Lily Roberts Project Analyst
Requires/Intent
Blockchain & Cryptocurrency Solutions
Cloud Computing Solutions
Business Strategy & Growth Consulting
Loan Origination & Servicing Platforms
Risk Assessment & Mitigation
and more

50. Cerulli Associates

Industry: Financial Services

Location: Boston, Massachusetts

Website: cerulli.com

Company Founded: 1992

Company Size: 51-200

Company Address: 699 Boylston Street, Boston, Massachusetts, United States

Cerulli Associates Contact Details

Name Title LinkedIn Phone Email
Scott Smith Director - Advice Relationships
Asher Cheses Senior Analyst, High-net-worth
Daniel Uquillas Senior Analyst, Retirement And Institutional Markets
Ed Louis Senior Analyst
Anna Fang Senior Analyst
Lauren Ren Office Coordinator
Christopher Swansey Research Analyst
Requires/Intent
Online Advertising & SEO
HR & Talent Acquisition
Hedge Fund & Private Equity Consulting
Wealth Management
and more

51. Cross Coastal Advisors

Industry: Financial Services

Location: Boston, Massachusetts

Website: crosscoastaladvisors.com

Company Founded: 2015

Company Size: 11-50

Company Address: 101 Federal Street, Boston, Massachusetts, United States

Cross Coastal Advisors Contact Details

Name Title LinkedIn Phone Email
John Di Ruggiero Financial Planner
James Masur Partner
Requires/Intent
Branding & Public Relations
Treasury & Cash Flow Management
Corporate Finance Strategy
Asset Management
and more

52. New Frontier Advisors

Industry: Financial Services

Location: Boston, Massachusetts

Website: newfrontieradvisors.com

Company Founded: 1999

Company Size: 11-50

Company Address: 155 Federal Street, Boston, Massachusetts, United States

New Frontier Advisors Contact Details

Name Title LinkedIn Phone Email
Shelly Olson Director, Marketing And Public Relations
Yile Zheng Quant Research Analyst
Jessi Andrews Director Of Wealth Management Consulting - Western Division
Pauline Hickey Senior Associate, Marketing Analytics
Steven Gustafson Manager
Requires/Intent
Treasury & Cash Flow Management
Technology Consulting
and more

53. Spdr Exchange Traded Funds (etfs)

Industry: Financial Services

Location: Boston, Massachusetts

Website: spdrs.com

Company Founded: 1978

Company Size: 51-200

Company Address: 1 Lincoln Street, Boston, Massachusetts, United States

Spdr Exchange Traded Funds (etfs) Contact Details

Name Title LinkedIn Phone Email
Marlo Dorsey Vice President, South Central Region - Kansas City Regional Consultant
Jared Rowley Senior Investment Strategist And Vice President, Global Spdr Etf Business
Matthew Schwark Vice President, Etf Capital Markets
Thomas Nolan Vice President, Regional Consultant New England At State Street Global Advisors
Brittany Harbert Institutional Sales
Requires/Intent
Investment Advisory
Cybersecurity & Data Protection
and more

54. Loring, Wolcott & Coolidge Trust, Llc

Industry: Financial Services

Location: Boston, Massachusetts

Website: lwcotrust.com

Company Size: 51-200

Company Address: 230 Congress Street, Boston, Massachusetts, United States

Loring, Wolcott & Coolidge Trust, Llc Contact Details

Name Title LinkedIn Phone Email
James Wylie Manager Of Information Technology
Eric Morrison Trust Counsel
Raychel Mahoney Trust Counsel
Kirk Douglas Senior Business Analyst
Kimberly Hedrick Finance And Accounting Specialist
Melissa Welch Director Of Human Resources
Katherine Allen Client Service Professional
Requires/Intent and 8 more Employees
Customer Relationship Management (CRM)
Financial Forecasting & Modeling
and more

55. 3edge Asset Management, Lp

Industry: Financial Services

Location: Boston, Massachusetts

Website: 3edgeam.com

Company Founded: 2016

Company Size: 11-50

Company Address: 1 International Place, Boston, Massachusetts, United States

3edge Asset Management, Lp Contact Details

Name Title LinkedIn Phone Email
Daniel Zraly Managing Director, Chief Trader
Monica Chandra Managing Partner, Business Development
Peter Mcmanus Managing Director
Stephen Cucchiaro President And Chief Investment Officer At 3edge Asset Management, Lp
Ashley Koed Director Of Client Services
Requires/Intent
Accounting Services
Cloud Computing Solutions
and more

56. Beacon Payments

Industry: Financial Services

Location: Boston, Massachusetts

Website: beaconpayments.com

Company Founded: 2008

Company Size: 51-200

Company Address: 25 Temple Place, Boston, Massachusetts, United States

Beacon Payments Contact Details

Name Title LinkedIn Phone Email
Christian Buhr Executive Sales Representative
Jerry Kadish Chief Executive Officer
Eta John Hall Director Of Operations
John Hall Director Of Operations
Bethany Doyle Account Executive
Daniel Arendt Sales Consultant
Kenneth Sherman Account Manager
Requires/Intent and 5 more Employees
Legal Compliance & Advisory
ESG & Sustainable Finance Consulting
Blockchain & Cryptocurrency Solutions
Branding & Public Relations
Mobile App Development For Financial Services
and more

57. Till Financial

Industry: Financial Services

Location: Boston, Massachusetts

Website: tillfinancial.io

Company Founded: 2018

Company Size: 1-10

Company Address: 148 Chandler Street, Boston, Massachusetts, United States

Till Financial Contact Details

Name Title LinkedIn Phone Email
Taylor Burton Co-founder
Kelly Helfrich Product Lead
Requires/Intent
Corporate Finance Strategy
Employee Training & Workforce Development
and more

58. New England Financial

Industry: Financial Services

Location: Boston, Massachusetts

Website: nef.com

Company Size: 1001-5000

Company Address: 501 Boylston Street, Boston, Massachusetts, United States

New England Financial Contact Details

Name Title LinkedIn Phone Email
Jordan Brechenser Chief Revenue Officer
John Felton Investment Specialist
Todd Shepard Financial Services Representative And Certified Financial Planner At New England Group, An Office Of Metlife
Phil Wittliff Financial Representative
Sarah Kelley Job-hunter
Ed Bryant Consumer Goods
Lori Prater Administrative Assistant
Requires/Intent and 82 more Employees
Fraud Detection & Prevention
Treasury & Cash Flow Management
and more

59. Pymnts

Industry: Financial Services

Location: Boston, Massachusetts

Website: pymnts.com

Company Founded: 2009

Company Size: 51-200

Company Address: 111 Devonshire Street, Boston, Massachusetts, United States

Pymnts Contact Details

Name Title LinkedIn Phone Email
Victoria Vessella Client Content Manager
Cindy Capitani Writer
Courtney Langdell Client Content Manager
Suzanne Kim Production Manager
Requires/Intent
Performance Tracking & KPI Analytics
Loan Origination & Servicing Platforms
Customer Relationship Management (CRM)
Financial Forecasting & Modeling
API Integration For FinTech
and more

60. Affordable Housing Institute

Industry: Financial Services

Location: Boston, Massachusetts

Website: affordablehousinginstitute.org

Company Founded: 2001

Company Size: 11-50

Company Address: 10 High Street, Boston, Massachusetts, United States

Affordable Housing Institute Contact Details

Name Title LinkedIn Phone Email
Paul Weech Senior Associate
Requires/Intent
Employee Training & Workforce Development
Automation & Workflow Optimization
Mobile App Development For Financial Services
and more

61. Beacon Consulting Group

Industry: Financial Services

Location: Boston, Massachusetts

Website: beaconcgi.com

Company Founded: 1999

Company Size: 11-50

Company Address: 125 High Street, Boston, Massachusetts, United States

Beacon Consulting Group Contact Details

Name Title LinkedIn Phone Email
Christine Garner Independent Contractor
Stacey Murphy Owner
Susan Miller Consultant
Dave Miller Site Manager
Darlene Rego Managing Associate
Milena Garcia Owner And Parther
Bob Doverspike Partner At Beacon Consulting Group
Requires/Intent and 2 more Employees
Loan Origination & Servicing Platforms
Legal Compliance & Advisory
and more

62. Crystal Financial Llc

Industry: Financial Services

Location: Boston, Massachusetts

Website: crystalfinco.com

Company Founded: 2010

Company Size: 11-50

Company Address: 2 International Place, Boston, Massachusetts, United States

Crystal Financial Llc Contact Details

Name Title LinkedIn Phone Email
Case Fedor Director
Tyler Harrington Managing Director
Evren Ozargun Senior Managing Director
George Vartanov Associate
Requires/Intent
Risk Assessment & Mitigation
Financial Forecasting & Modeling
Treasury & Cash Flow Management
Investment Advisory
and more

63. Congress Wealth Management

Industry: Financial Services

Location: Boston, Massachusetts

Website: congresswealth.com

Company Founded: 2009

Company Size: 11-50

Company Address: 250 Northern Avenue, Boston, Massachusetts, United States

Congress Wealth Management Contact Details

Name Title LinkedIn Phone Email
Mike Murphy Financial Advisor
Salim Boutagy Senior Financial Advisor
Cfpâ Salim Boutagy Senior Financial Advisor
Michael Harty Senior Financial Advisor
Michael Galvin Managing Director
Matt Bean Relationship Manager
Robert Celado Relationship Manager
Requires/Intent and 2 more Employees
Corporate Finance Strategy
Cybersecurity & Data Protection
Blockchain & Cryptocurrency Solutions
Portfolio Management
Compliance & Regulatory Advisory
and more

64. Lake Street Advisors

Industry: Financial Services

Location: Boston, Massachusetts

Company Founded: 2003

Company Size: 11-50

Company Address: 101 Federal Street, Boston, Massachusetts, United States

Lake Street Advisors Contact Details

Name Title LinkedIn Phone Email
Jared Markson Relationship Manager
Leah Upton Relationship Manager
Katie Frechette Client Service Analyst
Matthew Kreger Director Of Client Operations
Oliver Ball Financial Planner
Bob Goyette Founder, Co-owner And Manager
Cfpâ Bob Goyette Founder, Co-owner And Manager
Requires/Intent and 2 more Employees
Employee Training & Workforce Development
Risk Management & Compliance
Performance Tracking & KPI Analytics
Asset Management
Debt Collection & Recovery
and more

65. Cayan Llc

Industry: Financial Services

Location: Boston, Massachusetts

Website: cayan.com

Company Founded: 1998

Company Size: 201-500

Company Address: 1 Federal Street, Boston, Massachusetts, United States

Cayan Llc Contact Details

Name Title LinkedIn Phone Email
Richard Sargent Agent Service And Technician Support Manager
Neil Axe Director, Product Line Management
Vir Singh Director, Solutions Engineering
Michael Rapa Associate Director, Finance And Accounting
Isaac Conger Financial Services Consultant
Lisah Frederic Processor Service Manager
Julie Baerenrodt Strategic Account Manager
Requires/Intent and 7 more Employees
Asset Management
Automation & Workflow Optimization
Omnichannel Customer Support
Online Advertising & SEO
and more

66. Bend Financial

Industry: Financial Services

Location: Boston, Massachusetts

Website: bendhsa.com

Company Founded: 2017

Company Size: 11-50

Company Address: 53 State Street, Boston, Massachusetts, United States

Bend Financial Contact Details

Name Title LinkedIn Phone Email
Thomas Torre Chief Executive Officer, Founder And Board Member
Gregg Santabarbara Senior Vice President Of Finance And Operations And Co-founder
Lori Heling Marketing Director
Caroline Cook Inside Sales Representative
Requires/Intent
Debt Collection & Recovery
Cloud Computing Solutions
Blockchain & Cryptocurrency Solutions
ESG & Sustainable Finance Consulting
and more

67. Us Equity Funding

Industry: Financial Services

Location: Boston, Massachusetts

Website: usequityfunding.com

Company Founded: 2003

Company Size: 11-50

Company Address: 1 International Place, Boston, Massachusetts, United States

Us Equity Funding Contact Details

Name Title LinkedIn Phone Email
Keith Thigpen Business Development Manager
Adam Johnson Managing Partner
Jameson Murphy Director Of Business Development
Dick Johnson President
Requires/Intent
Legal Compliance & Advisory
API Integration For FinTech
Loan Origination & Servicing Platforms
Online Advertising & SEO
Risk Management & Compliance
and more

68. Business Intelligence Advisors, Inc.

Industry: Financial Services

Location: Boston, Massachusetts

Website: biadvisors.com

Company Founded: 2001

Company Size: 11-50

Company Address: 100 High Street, Boston, Massachusetts, United States

Business Intelligence Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Colin Mcglynn Managing Director Of Product Development
Gina Cerami Vice President Of Marketing
Andrew Generoso Analyst
William Murray Behavioral Intelligence Expert
Maura Stoeckle Operations Manager
Mathew Borger Expert
Christopher Hoffmann Business Analyst
Requires/Intent
Data Analytics & Business Intelligence
Financial Planning & Retirement Solutions
Customer Relationship Management (CRM)
and more

69. The Boston Company Asset Management, Llc

Industry: Financial Services

Location: Boston, Massachusetts

Website: thebostoncompany.com

Company Founded: 1970

Company Size: 501-1000

The Boston Company Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
George Ferraz Director, Senior Relationship Manager - Asia Pacific
Nathan Lasher Technology Project Manager
David Sealy Sector Portfolio Manager
Niall Brennan Quantitative Analyst
James Coffin Director, Consultant Relations
Butts Susan Senior Administrative Assistant
Michael Arends Portfolio Strategist
Requires/Intent and 12 more Employees
Portfolio Management
Risk Assessment & Mitigation
and more

70. Akoya

Industry: Financial Services

Location: Boston, Massachusetts

Website: akoya.com

Company Founded: 2018

Company Size: 11-50

Company Address: 245 Summer Street, Boston, Massachusetts, United States

Akoya Contact Details

Name Title LinkedIn Phone Email
Shawn Ghuman Head Of Marketing
Ted Anastasi Business Development
Natalie Piercey Risk And Operations
Requires/Intent
Automation & Workflow Optimization
Omnichannel Customer Support
API Integration For FinTech
Credit Rating & Analysis
Banking & Payment Processing
and more

71. National Quality Review

Industry: Financial Services

Location: Boston, Massachusetts

Website: nqrinc.com

Company Founded: 1991

Company Size: 11-50

Company Address: 101 Arch Street, Boston, Massachusetts, United States

National Quality Review Contact Details

Name Title LinkedIn Phone Email
Raquel Melo Senior Quality Analyst
Polly Lebarron Client Officer
Tracey Sharpe Research Analyst
Greg Martinage Director Of It At National Quality Review
Thomas Rowan Legal Counsel At National Quality Review, Inc
Douglas Fortin Partner
Marianne Gonzalez Senior Business Analyst And Relationship Management
Requires/Intent and 2 more Employees
Marketing Services
Cybersecurity & Data Protection
Risk Assessment & Mitigation
ESG & Sustainable Finance Consulting
Wealth Management
and more

72. Monument Group

Industry: Financial Services

Location: Boston, Massachusetts

Website: monumentgroup.com

Company Founded: 1994

Company Size: 11-50

Company Address: 500 Boylston Street, Boston, Massachusetts, United States

Monument Group Contact Details

Name Title LinkedIn Phone Email
Brenna Mcgill Marketing Assistant
Elizabeth Warren Principal, Warren Communications; Senior Writer
Meredith Gendron Partner
Molly Diggins General Counsel At Monument Group, Inc
Zilai Li Senior Investment Analyst
Chris Pritchard Marketing And Sales Trainer
John Mclaren Managing Director
Requires/Intent
Customer Relationship Management (CRM)
Mortgage & Loan Processing
Business Strategy & Growth Consulting
Risk Management & Compliance
ERP For Financial Institutions
and more

73. Flywire

Industry: Financial Services

Location: Boston, Massachusetts

Website: flywire.com

Company Founded: 2009

Company Size: 201-500

Company Address: 141 Tremont Street, Boston, Massachusetts, United States

Flywire Contact Details

Name Title LinkedIn Phone Email
Mohsin Qamar Product Management And Analytics
Catherine Eklund Head Of Global Strategic Partnerships
Jorge García Compliance Associate
Silvia Herrero Product Manager
Requires/Intent
Fraud Detection & Prevention
Treasury & Cash Flow Management
Employee Training & Workforce Development
Corporate Finance Strategy
Legal Compliance & Advisory
and more

74. Quantopian

Industry: Financial Services

Location: Boston, Massachusetts

Website: quantopian.com

Company Founded: 2011

Company Size: 11-50

Company Address: 100 Franklin Street, Boston, Massachusetts, United States

Quantopian Contact Details

Name Title LinkedIn Phone Email
Jess Stauth Vice President Quant Strategy
Richard Frank Vice President Of Engineering
Dan Whitnable Developer Relations
John Ricklefs Vice President Infrastructure
Requires/Intent
Sales & Lead Generation Strategy
Document Management & E-signature Solutions
Wealth Management
Financial Auditing & Reporting
and more

75. Tremont Credit Union

Industry: Financial Services

Location: Boston, Massachusetts

Website: tremontcu.org

Company Founded: 1952

Company Size: 11-50

Company Address: 350 Longwood Avenue, Boston, Massachusetts, United States

Tremont Credit Union Contact Details

Name Title LinkedIn Phone Email
George Hardiman Chairman
Maryann Mcneil Executive Administrator And Human Resources Generalist
Nick Paolini Information Technology Manager
Robert Mcgonigle Collections Manager
Joe Bean Senior Vice President Administration
Margiola Skura Deposit Operations Specialist
Matthew Donahue Manager
Requires/Intent and 2 more Employees
IoT-enabled Smart Banking Solutions
Debt Collection & Recovery
and more

76. Single Point Partners

Industry: Financial Services

Location: Boston, Massachusetts

Website: spcfo.com

Company Founded: 2012

Company Size: 1-10

Company Address: 277 Dartmouth Street, Boston, Massachusetts, United States

Single Point Partners Contact Details

Name Title LinkedIn Phone Email
Rene Jarquin Partner And Chief Investment Officer
Shaun Erickson Chief Planning Officer
Requires/Intent
Mortgage & Loan Processing
Online Advertising & SEO
and more

77. Bison.co

Industry: Financial Services

Location: Boston, Massachusetts

Website: bison.co

Company Founded: 2011

Company Size: 11-50

Company Address: 727 Atlantic Avenue, Boston, Massachusetts, United States

Bison.co Contact Details

Name Title LinkedIn Phone Email
James Guay Director Of Sales
Brenda Pfeiffer Veterinary Nurse
Requires/Intent
Hedge Fund & Private Equity Consulting
Accounting Services
Credit Rating & Analysis
and more

78. Futurefuel.io

Industry: Financial Services

Location: Boston, Massachusetts

Website: futurefuel.io

Company Founded: 2016

Company Size: 11-50

Company Address: 695 Atlantic Avenue, Boston, Massachusetts, United States

Futurefuel.io Contact Details

Name Title LinkedIn Phone Email
Michael Stockwell Chief Revenue Officer
Christopher De Arcangelis Senior Vice President Of Engineering
Rima Sheth Product Development Intern
Requires/Intent
Blockchain & Cryptocurrency Solutions
Quality Control & Assurance
and more

79. The Debt Exchange

Industry: Financial Services

Location: Boston, Massachusetts

Website: debtx.com

Company Founded: 2000

Company Size: 51-200

Company Address: 100 Summer Street, Boston, Massachusetts, United States

The Debt Exchange Contact Details

Name Title LinkedIn Phone Email
Rob Siegrist Director Of Marketing
Feijiao Yuan Quantitative Analyst
Steven Ahto Senior Product Manager
Yating Xu Quantitative Analyst
Kendra Martin Digital Marketing Specialist
Hendon Pingeon Managing Director
Shabnam Hariri Administrator
Requires/Intent
Securities Trading & Brokerage
Customer Relationship Management (CRM)
and more

80. 37 Capital

Industry: Financial Services

Location: Boston, Massachusetts

Website: 37capitalgroup.com

Company Size: 1001-5000

Company Address: 100 Federal Street, Boston, Massachusetts, United States

37 Capital Contact Details

Name Title LinkedIn Phone Email
Anthony De Jaucourt Director Of Marketing
Requires/Intent
ERP For Financial Institutions
Wealth Management
and more

81. Hometap Equity Partners

Industry: Financial Services

Location: Boston, Massachusetts

Website: hometap.com

Company Size: 11-50

Company Address: 800 Boylston Street, Boston, Massachusetts, United States

Hometap Equity Partners Contact Details

Name Title LinkedIn Phone Email
Dan Burnett Operations
Steve Leibman Vice President Of Engineering
Nishanth Manjunatha Software Engineer
Chris Vanharen Devops Engineer
Gregory Schultz Senior Data Scientist
Requires/Intent
Cybersecurity & Data Protection
Portfolio Management
Risk Assessment & Mitigation
Treasury & Cash Flow Management
IoT-enabled Smart Banking Solutions
and more

82. Jdj Family Office Services

Industry: Financial Services

Location: Boston, Massachusetts

Website: jdjfos.com

Company Founded: 2001

Company Size: 11-50

Company Address: 2 Oliver Street, Boston, Massachusetts, United States

Jdj Family Office Services Contact Details

Name Title LinkedIn Phone Email
Sean Corliss Associate
Dana Peli Associate 4
Jackson Steeves Client Associate
Jeff Burke Associate Iii
Talia Albano Account Manager
Ashley Mastrostefano Manager
Bekah Lynes Administrative Assistant
Requires/Intent
Financial Forecasting & Modeling
Treasury & Cash Flow Management
and more

83. Copper Rock Capital Partners Llc

Industry: Financial Services

Location: Boston, Massachusetts

Website: copperrockcapital.com

Company Founded: 2005

Company Size: 11-50

Company Address: 200 Clarendon Street, Boston, Massachusetts, United States

Copper Rock Capital Partners Llc Contact Details

Name Title LinkedIn Phone Email
Palmer Hallagan Chief Operating Officer
Jeff Bradley Senior Equity Trader
Denise Selden Portfolio Manager
Joseph Mahoney Senior Equity Trader
Christopher Martin Equity Research Analyst At Copper Rock Capital
Requires/Intent
Tax Planning & Strategy
Cybersecurity & Data Protection
and more

84. Eseclending

Industry: Financial Services

Location: Boston, Massachusetts

Website: eseclending.com

Company Founded: 2000

Company Size: 51-200

Company Address: 1 Boston Place, Boston, Massachusetts, United States

Eseclending Contact Details

Name Title LinkedIn Phone Email
Ethan Rheault Securities Lending Associate
Jay Lovejoy General Counsel
Bill Leonard Chief Information Security Officer
Bradley Anderson Vice President Global Asset Servicing
Danny Sorabella Intern
Damon Macdonald Senior Engineer
Daniel Fowler Chief Information Officer
Requires/Intent and 1 more Employees
Securities Trading & Brokerage
Business Strategy & Growth Consulting
Legal Compliance & Advisory
Wealth Management
Digital Payment & Subscription Solutions
and more

85. Own Up

Industry: Financial Services

Location: Boston, Massachusetts

Website: ownup.com

Company Founded: 2016

Company Size: 11-50

Own Up Contact Details

Name Title LinkedIn Phone Email
Frank Luisi Vice President Of New Markets And Operations
Charlie Shi Senior Software Engineer
Jennifer Nketia Senior Mortage Advisor
Requires/Intent
Digital Payment & Subscription Solutions
ESG & Sustainable Finance Consulting
Data Analytics & Business Intelligence
Performance Tracking & KPI Analytics
Investment Advisory
and more

86. Exit Planning Exchange

Industry: Financial Services

Location: Boston, Massachusetts

Website: exitplanningexchange.com

Company Founded: 2006

Company Size: 201-500

Company Address: 711 Atlantic Avenue, Boston, Massachusetts, United States

Exit Planning Exchange Contact Details

Name Title LinkedIn Phone Email
Mary Adams Co-founder And Leadership Collaborative Head
Requires/Intent
Debt Collection & Recovery
API Integration For FinTech
Marketing Services
Cybersecurity & Data Protection
Quality Control & Assurance
and more

87. Security First Mortgage Funding Llc

Industry: Financial Services

Location: Boston, Massachusetts

Website: securityfirstmf.com

Company Founded: 2009

Company Size: 11-50

Company Address: 321 Columbus Avenue, Boston, Massachusetts, United States

Security First Mortgage Funding Llc Contact Details

Name Title LinkedIn Phone Email
Brian Tankersley Vice President And Sales Manager At Security First Mortgage Funding, Llc
Anne Rafferty Senior Mortgage Advisor
John Briggs Mortgage Advisor At Security First Mortgage Funding, Llc
Anthony Andrade Mortgage Advisor
Requires/Intent
Branding & Public Relations
Cloud Computing Solutions
Data Analytics & Business Intelligence
Financial Forecasting & Modeling
and more

88. Powerhouse Capital Llc

Industry: Financial Services

Location: Boston, Massachusetts

Website: powerhousecapitalllc.com

Company Founded: 2015

Company Size: 1-10

Company Address: 225 Franklin Street, Boston, Massachusetts, United States

Powerhouse Capital Llc Contact Details

Name Title LinkedIn Phone Email
Alan Braverman Managing Partner
Requires/Intent
Cloud Computing Solutions
IoT-enabled Smart Banking Solutions
Cybersecurity & Data Protection
and more

89. Century Equity Partners

Industry: Financial Services

Location: Boston, Massachusetts

Website: cepfunds.com

Company Founded: 1987

Company Size: 11-50

Company Address: 100 Federal Street, Boston, Massachusetts, United States

Century Equity Partners Contact Details

Name Title LinkedIn Phone Email
Kevin Mccarthy Private Equity Vice President
Jun Liang Vice President
David Sherwood Senior Advisor
Requires/Intent
Employee Training & Workforce Development
Corporate Finance Strategy
Tax Planning & Strategy
and more

90. First Marblehead

Industry: Financial Services

Location: Boston, Massachusetts

Website: firstmarblehead.com

Company Founded: 1991

Company Size: 201-500

First Marblehead Contact Details

Name Title LinkedIn Phone Email
Todd Newton Vice President, Business Development
Sean Kiley Director Of Enterprise Risk Management
Lisa Albers Director, Business Development
Sarah Reynolds Reporting And Analysis Manager
Parvez Halder Senior Systems Administrator
Brendan Sevin Senior Business Process Architect And Business Process Architect
Syam Peddi Senior Software Engineer
Requires/Intent and 16 more Employees
Insurance & Underwriting Services
Customer Relationship Management (CRM)
and more

91. Olmstead Associates

Industry: Financial Services

Location: Boston, Massachusetts

Website: olmst.com

Company Founded: 1994

Company Size: 51-200

Company Address: 185 Devonshire Street, Boston, Massachusetts, United States

Olmstead Associates Contact Details

Name Title LinkedIn Phone Email
Stephen Alepa Chief Executive Officer
Glen Stankus Consultant - Derivative Data Analyst
Brad Payne Senior Consultant
Gary Adkison Consultant
Frank Olmstead Owner
Valerie Hickok Business Analyst
Lance Wallace Consultant
Requires/Intent and 1 more Employees
Omnichannel Customer Support
Portfolio Management
Mergers & Acquisitions Advisory
and more

92. Compass Working Capital

Industry: Financial Services

Location: Boston, Massachusetts

Website: compassworkingcapital.org

Company Founded: 2005

Company Size: 11-50

Company Address: 89 South Street, Boston, Massachusetts, United States

Compass Working Capital Contact Details

Name Title LinkedIn Phone Email
Carolina Samudio-ortega Director Of Advancement
Sherry Riva Founder And Chief Executive Officer
Ann Lentell Chief Program Officer
Christine Torres Senior Marketing And Communications Associate
Requires/Intent
Accounting Services
HR & Talent Acquisition
Asset Management
and more

93. Natixis Global Asset Management

Industry: Financial Services

Location: Boston, Massachusetts

Company Size: 51-200

Company Address: 399 Boylston Street, Boston, Massachusetts, United States

Natixis Global Asset Management Contact Details

Name Title LinkedIn Phone Email
Alfred Walterscheit Compliance Consultant
Joy Zhong Data Intelligence Analyst
Krystina Zaykowski Investment Consultant
Sarah Sarmanian Assistant Vice President, Counsel
Gwenn Davis Senior Paralegal
Salvatore Beninati Marketing Creative Specialist
Eric Cote Senior Fund Administrator
Requires/Intent and 3 more Employees
Treasury & Cash Flow Management
HR & Talent Acquisition
Quality Control & Assurance
Marketing Services
Digital Payment & Subscription Solutions
and more

94. Integrated Partners

Industry: Financial Services

Location: Boston, Massachusetts

Website: integrated-partners.com

Company Founded: 1996

Company Size: 201-500

Integrated Partners Contact Details

Name Title LinkedIn Phone Email
Matt Ackermann Chief Content Officer
Requires/Intent
Tax Planning & Strategy
Automation & Workflow Optimization
Branding & Public Relations
Fraud Detection & Prevention
Financial Planning & Retirement Solutions
and more

95. Capital Crossing Servicing Company Llc

Industry: Financial Services

Location: Boston, Massachusetts

Website: capitalcrossing.com

Company Founded: 2008

Company Size: 51-200

Company Address: 100 Summer Street, Boston, Massachusetts, United States

Capital Crossing Servicing Company Llc Contact Details

Name Title LinkedIn Phone Email
John Crowley Vice President
Matthew Brogan Senior Vice President - Portfolio Analytics
Diana Bottaro Senior Staff Accountant
Michael Kyrios Associate
Beth Jodice Vice President
Mark Kourt Senior Vice President - Investor Reporting And Loan Servicing
Jocelyn Barone Senior Vice President And Controller
Requires/Intent and 8 more Employees
Hedge Fund & Private Equity Consulting
Corporate Finance Strategy
Tax Planning & Strategy
and more

96. Currency Exchange Solutions

Industry: Financial Services

Location: Boston, Massachusetts

Website: myfxtransfers.com

Company Founded: 2011

Company Size: 1-10

Currency Exchange Solutions Contact Details

Name Title LinkedIn Phone Email
Michele Gardini Principal
Requires/Intent
Tax Planning & Strategy
Customer Relationship Management (CRM)
Asset Management
and more

97. 55ip

Industry: Financial Services

Location: Boston, Massachusetts

Website: 55-ip.com

Company Founded: 2015

Company Size: 11-50

Company Address: 1 Liberty Square, Boston, Massachusetts, United States

55ip Contact Details

Name Title LinkedIn Phone Email
Ned Quinn Manager, Business Development
Khushal Pushtoonyar Director Of Product And Project Management
Marie Williams Graphic Designer
Requires/Intent
Marketing Services
Blockchain & Cryptocurrency Solutions
Business Strategy & Growth Consulting
Risk Assessment & Mitigation
Customer Relationship Management (CRM)
and more

98. Juno

Industry: Financial Services

Location: Boston, Massachusetts

Website: joinjuno.com

Company Founded: 2018

Company Size: 1-10

Company Address: 125 Western Avenue, Boston, Massachusetts, United States

Juno Contact Details

Name Title LinkedIn Phone Email
Helene Vincent Head Of Partnerships
Requires/Intent
Marketing Services
Document Management & E-signature Solutions
and more

99. Burrage Capital Management

Industry: Financial Services

Location: Boston, Massachusetts

Website: burragecapital.com

Company Size: 1-10

Company Address: 314 Commonwealth Avenue, Boston, Massachusetts, United States

Burrage Capital Management Contact Details

Name Title LinkedIn Phone Email
Howard Rubin Chief Operating Officer, Chief Financial Officer
Requires/Intent
Securities Trading & Brokerage
API Integration For FinTech
Asset Management
Digital Payment & Subscription Solutions
Mobile App Development For Financial Services
and more

100. Brightsphere Investment Group

Industry: Financial Services

Location: Boston, Massachusetts

Company Size: 51-200

Company Address: 200 Clarendon Street, Boston, Massachusetts, United States

Brightsphere Investment Group Contact Details

Name Title LinkedIn Phone Email
Allison Trumbull Vice President And Legal Counsel
Rachel Abeh-grosz Office Coordinator And Receptionist
Jonathan Urbon Vice President, Legal Counsel
Richard Hart Chief Legal Officer
Colleen Mcgrath Legal Assistant
Frank Earl Senior Accountant
Requires/Intent
Document Management & E-signature Solutions
Risk Assessment & Mitigation
Investment Advisory
Tax Planning & Strategy
Customer Relationship Management (CRM)
and more
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Boston Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jan Whitesides Fidelity Investments Talent Acquisition Consultant
2 Ross Mcnabb Fidelity Investments Vice President Branch Leader
3 Swapna Reddy Fidelity Investments System Engineer
4 Marvin Hardiman Fidelity Investments Assistant Branch Office Manager, Fidelity Investments, South Bend Investment Center
5 Troy Tuckett Fidelity Investments Director Of Software Engineering
6 Vardan Verdiyan Fidelity Investments Quantitative Analyst
7 Pranay Tiwari Fidelity Investments Senior Data Scientist
8 Akhil Vijay State Street Assistant Vice President
9 Andrew Zitney State Street Executive Vice President, Chief Technology Officer
10 C Michael Raffa State Street Global Head Of Aml And Sanctions
11 Jane Connell State Street Senior Vice President And Chief Information Officer
12 Felecia Price State Street Portfolio Administrator
13 Mayur Bakhai State Street Quantitative Analyst, Assistant Vice President
14 Leland Beachy State Street Vp; Third-party Risk Team, Corporate Information Security
15 Nita Patel Cambridge Associates Managing Director
16 Philip Fiske Cambridge Associates Managing Director
17 Sandra Urie Cambridge Associates Chairman, Chief Executive Officer
18 Irene Mihalache Cambridge Associates Human Resources Business Partner
19 Celia Dallas Cambridge Associates Managing Director, Director Of Investment Strategy Research
20 Charlene Morin Cambridge Associates Executive Assistant
21 Alex Raffol Cambridge Associates Investment Director
22 Lew Williams John Hancock Financial Services Senior Business Analyst
23 Cassandra Warfel John Hancock Financial Services Financial Services Representative
24 Edwin Von Labja John Hancock Financial Services Senior Data Loss Prevention Analyst
25 Bab Young John Hancock Financial Services Director Of Database Services
26 Zachary Raicik John Hancock Financial Services Director, Data Science
27 Dawn Arrabito John Hancock Financial Services Blue Star Mom, Passionate Supporter Of All Military Veterans, Leasing Director
28 Andrew Franks John Hancock Financial Services National Account Vice President
29 Steven Shepherd John Hancock Financial Services Senior Actuarial Analyst Iii
30 Patrick Murphy John Hancock Financial Services Chief Executive Officer
31 Larry Riddell John Hancock Financial Services Senior Director John Hancock Advice
32 Judy Stevenson John Hancock Financial Services Regional Vice President
33 Judy Stevenson John Hancock Financial Services Regional Vice President
34 Cherie Manning John Hancock Financial Services Director Of Human Resources Reporting And Data Analytics
35 Ann Slotwinski John Hancock Financial Services Avp, Tpa Services
36 Whitney Proffitt Bain Capital Human Resources Manager
37 Brian Gladden Bain Capital Operating Partner
38 Klaus Koenigshausen Bain Capital Principal
39 Ian Loring Bain Capital Managing Director
40 Colin Motley Bain Capital Principal

Financial Services companies in different cities of Massachusetts

No. Industry Number of Contacts Download
1 Financial services Companies in Cambridge 12312
2 Financial services Companies in Waltham 22572
3 Financial services Companies in Newton 10260
4 Financial services Companies in Burlington 10944
5 Financial services Companies in Woburn 8892
6 Financial services Companies in Needham 9576
7 Financial services Companies in Westborough 11628
8 Financial services Companies in Worcester 8208
9 Financial services Companies in Quincy 5472
10 Financial services Companies in Beverly 8892
11 Financial services Companies in Danvers 8892
12 Financial services Companies in Springfield 4788
13 Financial services Companies in Braintree 8892
14 Financial services Companies in Wellesley 6840
15 Financial services Companies in Framingham 2052
16 Financial services Companies in Lexington 6156
17 Financial services Companies in Brookline 3420
18 Financial services Companies in Wakefield 4788
19 Financial services Companies in Salem 4104
20 Financial services Companies in Canton 2052
21 Financial services Companies in Concord 2052
22 Financial services Companies in Norwell 3420
23 Financial services Companies in Wilmington 4104
24 Financial services Companies in Amherst 2736
25 Financial services Companies in Andover 4788
26 Financial services Companies in Marlborough 4104
27 Financial services Companies in Natick 1368
28 Financial services Companies in North Andover 4104
29 Financial services Companies in Bedford 684