Top 20 Financial Services Companies in Cambridge

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Below is the list of Top 20 Financial Services Companies in Cambridge ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Cambridge

1. Accion

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: accion.org

Company Founded: 1961

Company Size: 201-500

Company Address: 10 Fawcett Street, Cambridge, Massachusetts, United States

Accion Contact Details

Name Title LinkedIn Phone Email
Kevin Saunders General Counsel
Laura Glenny Director Of Global Human Resources At Accion
Priya Punatar Industry Engagement, Global Advisory Solutions
Lauren Braniff Senior Director, Knowledge And Communications, Center For Financial Inclusion
Kathleen Yaworsky Director, Data Strategy And Insights
Brian Kuwik Senior Vice President And Chief Regional Officer, Africa
Anja Shafer Deputy Chief Development Officer
Requires/Intent and 31 more Employees
Accounting Services
Document Management & E-signature Solutions
Portfolio Management
HR & Talent Acquisition
and more

2. Blk Capital Management, Corp

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: blkcapitalmanagement.org

Company Founded: 2017

Company Size: 51-200

Blk Capital Management, Corp Contact Details

Name Title LinkedIn Phone Email
Injil Muhammad President Of Alumni Relations | Equity Research Analyst
Kevin Mununga Equity Research Analyst
Kevin Mununga Equity Research Analyst
Sabrine Muhoza Analyst
Saray Bedoya Analyst
Myla Barnett Equity Research Analyst
Bianca Amoabeng Equity Research Analyst
Requires/Intent
Fraud Detection & Prevention
Hedge Fund & Private Equity Consulting
Risk Assessment & Mitigation
Debt Collection & Recovery
and more

3. Root Capital

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: rootcapital.org

Company Founded: 1999

Company Size: 51-200

Company Address: 130 Bishop Allen Drive, Cambridge, Massachusetts, United States

Root Capital Contact Details

Name Title LinkedIn Phone Email
Mary Barton-dock Board Member
Jeremy Mindich Assistant Clerk To The Board
Jhojan Ortiz Risk Officer
Marli Porth Chief Of Staff, Executive Office
Jim Morris Investor, Consultant, Advisor
Robert Hefferon Communications Associate
Robert Hefferon Communications Associate
Requires/Intent and 4 more Employees
Online Advertising & SEO
Blockchain & Cryptocurrency Solutions
Cybersecurity & Data Protection
Branding & Public Relations
API Integration For FinTech
and more

4. Floating Point Group

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: floating.group

Company Founded: 2018

Company Size: 11-50

Company Address: 351 Massachusetts Avenue, Cambridge, Massachusetts, United States

Floating Point Group Contact Details

Name Title LinkedIn Phone Email
John Peurifoy Co-founder
Van Phu Software Engineer
Jared Katz Partner
Requires/Intent
Technology Consulting
Employee Training & Workforce Development
Fraud Detection & Prevention
and more

5. Axelia Partners (formerly Marie Landel & Associates)

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: marielandel.com

Company Founded: 1990

Company Size: 11-50

Company Address: 185 Alewife Brook Parkway, Cambridge, Massachusetts, United States

Axelia Partners (formerly Marie Landel & Associates) Contact Details

Name Title LinkedIn Phone Email
Kaella Clements Payroll Administrator
Rosa Rodriguez Account Manager
Aiesha Cummings Staff Accountant
Laetitia Menard Benefits Analyst
Phyllis Rosenfield Human Resources And Benefits Manager
Anthony Simonelli Account Manager
Sokhna Diaw Senior Accountant
Requires/Intent and 1 more Employees
Treasury & Cash Flow Management
Accounting Services
Wealth Management
Online Advertising & SEO
and more

6. Harvard University Employees Credit Union (huecu)

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: huecu.org

Company Founded: 1939

Company Size: 51-200

Company Address: 104 Mount Auburn Street, Cambridge, Massachusetts, United States

Harvard University Employees Credit Union (huecu) Contact Details

Name Title LinkedIn Phone Email
April Edrington Board Director
Spencer Clark Credit Card And Loan Coordinator
Requires/Intent
Tax Planning & Strategy
Digital Payment & Subscription Solutions
and more

7. Epfr Global

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: epfr.com

Company Founded: 1995

Company Size: 51-200

Company Address: 125 Cambridge Park Drive, Cambridge, Massachusetts, United States

Epfr Global Contact Details

Name Title LinkedIn Phone Email
Daniel Murillo Strategic Advisor And Fund Flows And Allocations
Pek Loeung Client Services At Epfr Global
Ian Wilson Managing Director Of Fund Data
Matthew Smalbach Quantitative Strategist
Brandt Cameron Director Of Research
Requires/Intent
Cybersecurity & Data Protection
Loan Origination & Servicing Platforms
Branding & Public Relations
and more

8. Pricestats

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: pricestats.com

Company Size: 11-50

Company Address: 1 Broadway Street, Cambridge, Massachusetts, United States

Pricestats Contact Details

Name Title LinkedIn Phone Email
Wurood Mandawi Software Engineer
Amanda Brooks Chief Coordinating Officer
Caroline Coughlin Senior Economic Analyst
Michael Brodin Economics Associate
Requires/Intent
Legal Compliance & Advisory
Securities Trading & Brokerage
Branding & Public Relations
and more

9. Harvard Financial Analysts Club

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: harvardfac.org

Company Founded: 1996

Company Size: 501-1000

Company Address: 1 Oxford Street, Cambridge, Massachusetts, United States

Harvard Financial Analysts Club Contact Details

Name Title LinkedIn Phone Email
Tom Slack Senior Investment Researcher
Alessio Fikre Investment Research Analyst
Olivia Dabich Senior Investment Resarch Analyst
Requires/Intent
Performance Tracking & KPI Analytics
IoT-enabled Smart Banking Solutions
Accounting Services
Document Management & E-signature Solutions
Insurance & Underwriting Services
and more

10. Valens Research

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: valens-research.com

Company Founded: 2013

Company Size: 51-200

Company Address: 110 Cambridge Street, Cambridge, Massachusetts, United States

Valens Research Contact Details

Name Title LinkedIn Phone Email
Robert Spivey Managing Director, Director Of Research
Requires/Intent
Financial Planning & Retirement Solutions
Customer Relationship Management (CRM)
Treasury & Cash Flow Management
and more

11. Harvard University Employees Credit Union (huecu)

Industry: Financial Services

Location: Cambridge, Massachusetts

Company Founded: 1939

Company Size: 11-50

Harvard University Employees Credit Union (huecu) Contact Details

Name Title LinkedIn Phone Email
Andrea Conesa User Experience Specialist
Sarah Scruggs Community Engagement Specialist
Freddie Salicrup Member Services Representative
Daniela Ottaviano Business Appication Specialist
Jacqueline Baker Data Specialist
Flores Jose Contact Center Representative
Daniela Fox Assistant Branch Manager
Requires/Intent and 1 more Employees
Portfolio Management
Insurance & Underwriting Services
and more

12. Davinci Capital Management

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: dcmbd.com

Company Size: 11-50

Company Address: 801 Cambridge Street, Cambridge, Massachusetts, United States

Davinci Capital Management Contact Details

Name Title LinkedIn Phone Email
Alexa Hermenau Operations Specialist
Thomas Boyle Financial Advisor
Requires/Intent
ERP For Financial Institutions
Financial Auditing & Reporting
Credit Rating & Analysis
Hedge Fund & Private Equity Consulting
Portfolio Management
and more

13. Valens Securities

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: valens-securities.com

Company Founded: 2013

Company Size: 11-50

Valens Securities Contact Details

Name Title LinkedIn Phone Email
David Rans Analyst Co-op
Requires/Intent
Accounting Services
Insurance & Underwriting Services
Cybersecurity & Data Protection
Mobile App Development For Financial Services
and more

14. Fdo Partners

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: fdopartners.com

Company Size: 11-50

Company Address: 134 Mount Auburn Street, Cambridge, Massachusetts, United States

Fdo Partners Contact Details

Name Title LinkedIn Phone Email
Ashley Doehlert Executive And Personal Assistant To Ken Froot
Jose Henrique Fundo Asaset
Requires/Intent
Loan Origination & Servicing Platforms
Quality Control & Assurance
Blockchain & Cryptocurrency Solutions
Wealth Management
and more

15. Cambridge Financial Advisors, Llc

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: cambridgefinancialadvisors.com

Company Size: 11-50

Company Address: 124 Mount Auburn Street, Cambridge, Massachusetts, United States

Cambridge Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Pete Gabriel Financial Advisor
Requires/Intent
Omnichannel Customer Support
Cloud Computing Solutions
Mobile App Development For Financial Services
Quality Control & Assurance
Data Analytics & Business Intelligence
and more

16. Intervale Capital

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: intervalecapital.com

Company Founded: 2006

Company Size: 11-50

Company Address: 20 University Road, Cambridge, Massachusetts, United States

Intervale Capital Contact Details

Name Title LinkedIn Phone Email
Melissa Evanco Senior Accountant
Requires/Intent
Loan Origination & Servicing Platforms
Insurance & Underwriting Services
Debt Collection & Recovery
and more

17. Waypoint Capital

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: waypointcapital.net

Company Founded: 2011

Company Size: 51-200

Waypoint Capital Contact Details

Name Title LinkedIn Phone Email
Linda Papaargjir Legal Secretary To Us General Counsel
Requires/Intent
Risk Management & Compliance
Wealth Management
API Integration For FinTech
Branding & Public Relations
and more

18. Sunwealth

Industry: Financial Services

Location: Cambridge, Massachusetts

Website: sunwealth.com

Company Founded: 2015

Company Size: 11-50

Company Address: 2067 Massachusetts Avenue, Cambridge, Massachusetts, United States

Sunwealth Contact Details

Name Title LinkedIn Phone Email
Jacob Kingsley Intern
Requires/Intent
Risk Management & Compliance
IoT-enabled Smart Banking Solutions
and more
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Cambridge Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Kevin Saunders Accion General Counsel
2 Laura Glenny Accion Director Of Global Human Resources At Accion
3 Priya Punatar Accion Industry Engagement, Global Advisory Solutions
4 Lauren Braniff Accion Senior Director, Knowledge And Communications, Center For Financial Inclusion
5 Kathleen Yaworsky Accion Director, Data Strategy And Insights
6 Brian Kuwik Accion Senior Vice President And Chief Regional Officer, Africa
7 Anja Shafer Accion Deputy Chief Development Officer
8 Injil Muhammad Blk Capital Management, Corp President Of Alumni Relations | Equity Research Analyst
9 Kevin Mununga Blk Capital Management, Corp Equity Research Analyst
10 Kevin Mununga Blk Capital Management, Corp Equity Research Analyst
11 Sabrine Muhoza Blk Capital Management, Corp Analyst
12 Saray Bedoya Blk Capital Management, Corp Analyst
13 Myla Barnett Blk Capital Management, Corp Equity Research Analyst
14 Bianca Amoabeng Blk Capital Management, Corp Equity Research Analyst
15 Mary Barton-dock Root Capital Board Member
16 Jeremy Mindich Root Capital Assistant Clerk To The Board
17 Jhojan Ortiz Root Capital Risk Officer
18 Marli Porth Root Capital Chief Of Staff, Executive Office
19 Jim Morris Root Capital Investor, Consultant, Advisor
20 Robert Hefferon Root Capital Communications Associate
21 Robert Hefferon Root Capital Communications Associate
22 John Peurifoy Floating Point Group Co-founder
23 Van Phu Floating Point Group Software Engineer
24 Jared Katz Floating Point Group Partner
25 Kaella Clements Axelia Partners (formerly Marie Landel & Associates) Payroll Administrator
26 Rosa Rodriguez Axelia Partners (formerly Marie Landel & Associates) Account Manager
27 Aiesha Cummings Axelia Partners (formerly Marie Landel & Associates) Staff Accountant
28 Laetitia Menard Axelia Partners (formerly Marie Landel & Associates) Benefits Analyst
29 Phyllis Rosenfield Axelia Partners (formerly Marie Landel & Associates) Human Resources And Benefits Manager
30 Anthony Simonelli Axelia Partners (formerly Marie Landel & Associates) Account Manager
31 Sokhna Diaw Axelia Partners (formerly Marie Landel & Associates) Senior Accountant
32 April Edrington Harvard University Employees Credit Union (huecu) Board Director
33 Spencer Clark Harvard University Employees Credit Union (huecu) Credit Card And Loan Coordinator
34 Daniel Murillo Epfr Global Strategic Advisor And Fund Flows And Allocations
35 Pek Loeung Epfr Global Client Services At Epfr Global
36 Ian Wilson Epfr Global Managing Director Of Fund Data
37 Matthew Smalbach Epfr Global Quantitative Strategist
38 Brandt Cameron Epfr Global Director Of Research
39 Wurood Mandawi Pricestats Software Engineer
40 Amanda Brooks Pricestats Chief Coordinating Officer

Financial Services companies in different cities of Massachusetts

No. Industry Number of Contacts Download
1 Financial services Companies in Boston 169632
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