Top 20 Financial Services Companies in Newton

Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.

Get Featured and Increase Sales.

Get Featured on Businesscontacts.io premium Ad space and get exponential visibility, reach and Sales.

Get Featured

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

Financial Services Companies in Newton

1. Adviser Investments

Industry: Financial Services

Location: Newton, Massachusetts

Website: adviserinvestments.com

Company Founded: 1994

Company Size: 51-200

Company Address: 85 Wells Avenue, Newton, Massachusetts, United States

Adviser Investments Contact Details

Name Title LinkedIn Phone Email
Alec Rosen Vice President Of Business Development
Brad Sharp Vice President - Wealth Manager
Andrew Busa Senior Financial Planner
Melissa Haganey Operations Associate
Megan Higgins Assistant Director Of Client Service
Stephen Johnson Vice President, Portfolio Manager
Daniel Silver President And Founder
Requires/Intent and 12 more Employees
Risk Management & Compliance
Hedge Fund & Private Equity Consulting
Debt Collection & Recovery
Credit Rating & Analysis
Business Strategy & Growth Consulting
and more

2. The Moody Street Group, Llc

Industry: Financial Services

Location: Newton, Massachusetts

Website: moodystreet.com

Company Founded: 2011

Company Size: 11-50

Company Address: 134 Rumford Avenue, Newton, Massachusetts, United States

The Moody Street Group, Llc Contact Details

Name Title LinkedIn Phone Email
Elsie Ewing Associate General Agent
Justin Wilcox Financial Services Professional
Matthew Muzyka Financial Professional
William Mcgloughlin Financial Professional
Melanie Krupa Intern
Stella Pathiakis Financial Services Professional
Edward Hatch Manager
Requires/Intent and 3 more Employees
Debt Collection & Recovery
Treasury & Cash Flow Management
Financial Auditing & Reporting
Credit Rating & Analysis
ESG & Sustainable Finance Consulting
and more

3. Capshift

Industry: Financial Services

Location: Newton, Massachusetts

Website: capshift.com

Company Size: 1-10

Company Address: 15 Spencer Street, Newton, Massachusetts, United States

Capshift Contact Details

Name Title LinkedIn Phone Email
Adam Rein Co-founder And Chief Operations Officer
Liz Sessler Vice President, Product And Partnerships
Requires/Intent
Blockchain & Cryptocurrency Solutions
Marketing Services
Investment Advisory
Cybersecurity & Data Protection
Legal Compliance & Advisory
and more

4. First Help Financial

Industry: Financial Services

Location: Newton, Massachusetts

Website: firsthelp.com

Company Founded: 2006

Company Size: 51-200

Company Address: 199 Wells Avenue, Newton, Massachusetts, United States

First Help Financial Contact Details

Name Title LinkedIn Phone Email
Kenneth Pereira Senior Software Engineer
Mac Stemberg Director Of Business Development, First Help Financial
Romulo Casavilca Credit Analyst
Kathryn Lillie Business Development Representative
Youssef Benlamlih Business Development And Outside Sales Representative For Va And Medical Doctor
John Stuart Lead System Administrator
Ashley Carneiro Client Relationship Associate
Requires/Intent and 14 more Employees
Credit Rating & Analysis
Fraud Detection & Prevention
Securities Trading & Brokerage
Document Management & E-signature Solutions
Insurance & Underwriting Services
and more

5. Gage Wealth Advisors

Industry: Financial Services

Location: Newton, Massachusetts

Company Size: 11-50

Company Address: 450 Lexington Street, Newton, Massachusetts, United States

Gage Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Cfpâ Julia M. Duros Paraplanner
Requires/Intent
Employee Training & Workforce Development
Risk Management & Compliance
Risk Assessment & Mitigation
Financial Forecasting & Modeling
Online Advertising & SEO
and more

6. Upromise

Industry: Financial Services

Location: Newton, Massachusetts

Website: upromise.com

Company Founded: 2001

Company Size: 201-500

Company Address: 85 Wells Avenue, Newton, Massachusetts, United States

Upromise Contact Details

Name Title LinkedIn Phone Email
Paula Mcfarland Director
Karla Berlo Reconciliation Team Leader
Jennifer Roach Media Output Analyst
Lois Macdonald Legal Assistant At Upromise, Inc
Gabriel Bethou Customer Service Representative
Hang Nguyen Accounting
Deb Driscoll Dealer Services Manager At Upromise
Requires/Intent and 11 more Employees
Cybersecurity & Data Protection
Data Analytics & Business Intelligence
Performance Tracking & KPI Analytics
Risk Management & Compliance
Accounting Services
and more

7. Proficio Capital Partners, Llc

Industry: Financial Services

Location: Newton, Massachusetts

Website: procapitalpartners.net

Company Founded: 2014

Company Size: 1-10

Company Address: 300 Washington Street, Newton, Massachusetts, United States

Proficio Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Gregory Burke Research Analyst
Requires/Intent
Omnichannel Customer Support
Insurance & Underwriting Services
HR & Talent Acquisition
ERP For Financial Institutions
Debt Collection & Recovery
and more

8. Pazien

Industry: Financial Services

Location: Newton, Massachusetts

Website: pazien.com

Company Founded: 2013

Company Size: 11-50

Company Address: 383 Elliot Street, Newton, Massachusetts, United States

Pazien Contact Details

Name Title LinkedIn Phone Email
Kevin Cotti Chief Technology Officer
Requires/Intent
Quality Control & Assurance
Automation & Workflow Optimization
Banking & Payment Processing
Data Analytics & Business Intelligence
and more

9. Sapers & Wallack, Inc.

Industry: Financial Services

Location: Newton, Massachusetts

Website: sapers-wallack.com

Company Founded: 1932

Company Size: 11-50

Company Address: 275 Washington Street, Newton, Massachusetts, United States

Sapers & Wallack, Inc. Contact Details

Name Title LinkedIn Phone Email
Edward Maguire Executive Vice President, Group Benefits Advisors
Sarah Devin Account Executive
Jay Egan Vice President
Requires/Intent
Portfolio Management
Corporate Finance Strategy
Risk Assessment & Mitigation
and more

10. Capital Advisors Group

Industry: Financial Services

Location: Newton, Massachusetts

Website: capitaladvisors.com

Company Founded: 1991

Company Size: 11-50

Company Address: 29 Crafts Street, Newton, Massachusetts, United States

Capital Advisors Group Contact Details

Name Title LinkedIn Phone Email
Lauren Sheridan Executive Assistant
Ryan Curts Database Developer
Glen Fuzy Senior Operations Manager
Jennifer Mcveigh Executive Assistant At Capital Advisors Group
Jennifer Mcveigh Executive Assistant
Adam Leventhal Trader
Aaron Christopher Sales Assistant
Requires/Intent and 1 more Employees
Financial Auditing & Reporting
Wealth Management
Business Strategy & Growth Consulting
Treasury & Cash Flow Management
Asset Management
and more

11. First New England Mortgage

Industry: Financial Services

Location: Newton, Massachusetts

Website: fne.com

Company Founded: 1987

Company Size: 1-10

Company Address: 181 Wells Avenue, Newton, Massachusetts, United States

First New England Mortgage Contact Details

Name Title LinkedIn Phone Email
Edward Pelland Owner
Amy Gubellini Marketing Manager
Requires/Intent
Branding & Public Relations
Banking & Payment Processing
Marketing Services
Corporate Finance Strategy
Investment Advisory
and more

12. Lenderly Mortgage

Industry: Financial Services

Location: Newton, Massachusetts

Website: lenderlymortgage.com

Company Founded: 1987

Company Size: 11-50

Lenderly Mortgage Contact Details

Name Title LinkedIn Phone Email
Lenny Bronitzky Senior Loan Officer
Requires/Intent
Banking & Payment Processing
Investment Advisory
Securities Trading & Brokerage
Insurance & Underwriting Services
Data Analytics & Business Intelligence
and more

13. Steamers

Industry: Financial Services

Location: Newton, Massachusetts

Website: steamersseafoodmarket.com

Company Size: 51-200

Company Address: 311 Watertown Street, Newton, Massachusetts, United States

Steamers Contact Details

Name Title LinkedIn Phone Email
Taijia Koestler Sales
Requires/Intent
Portfolio Management
Marketing Services
and more

14. Kjh Financial Services

Industry: Financial Services

Location: Newton, Massachusetts

Website: kjhfinancialservices.com

Company Size: 1-10

Kjh Financial Services Contact Details

Name Title LinkedIn Phone Email
Ellen Stewart President
Abraham Auld Ljkj
Mark Planchak Kjh
Requires/Intent
Cybersecurity & Data Protection
Investment Advisory
Omnichannel Customer Support
Securities Trading & Brokerage
Financial Auditing & Reporting
and more

15. Tpw Financial

Industry: Financial Services

Location: Newton, Massachusetts

Website: tpwfinancial.com

Company Founded: 2004

Company Size: 1-10

Company Address: 450 Lexington Street, Newton, Massachusetts, United States

Tpw Financial Contact Details

Name Title LinkedIn Phone Email
Jillian Krogmann President
Requires/Intent
Investment Advisory
Financial Forecasting & Modeling
Digital Payment & Subscription Solutions
Tax Planning & Strategy
and more
Unlock verified email addresses and phone numbers of key decision-makers and organizations to drive your business forward.
Tell us your target industry, and we'll connect you with the right contacts to accelerate your growth.
Email us at david@businesscontacts.io
Copy email
and achieve your business objectives seamlessly.

Newton Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Alec Rosen Adviser Investments Vice President Of Business Development
2 Brad Sharp Adviser Investments Vice President - Wealth Manager
3 Andrew Busa Adviser Investments Senior Financial Planner
4 Melissa Haganey Adviser Investments Operations Associate
5 Megan Higgins Adviser Investments Assistant Director Of Client Service
6 Stephen Johnson Adviser Investments Vice President, Portfolio Manager
7 Daniel Silver Adviser Investments President And Founder
8 Elsie Ewing The Moody Street Group, Llc Associate General Agent
9 Justin Wilcox The Moody Street Group, Llc Financial Services Professional
10 Matthew Muzyka The Moody Street Group, Llc Financial Professional
11 William Mcgloughlin The Moody Street Group, Llc Financial Professional
12 Melanie Krupa The Moody Street Group, Llc Intern
13 Stella Pathiakis The Moody Street Group, Llc Financial Services Professional
14 Edward Hatch The Moody Street Group, Llc Manager
15 Adam Rein Capshift Co-founder And Chief Operations Officer
16 Liz Sessler Capshift Vice President, Product And Partnerships
17 Kenneth Pereira First Help Financial Senior Software Engineer
18 Mac Stemberg First Help Financial Director Of Business Development, First Help Financial
19 Romulo Casavilca First Help Financial Credit Analyst
20 Kathryn Lillie First Help Financial Business Development Representative
21 Youssef Benlamlih First Help Financial Business Development And Outside Sales Representative For Va And Medical Doctor
22 John Stuart First Help Financial Lead System Administrator
23 Ashley Carneiro First Help Financial Client Relationship Associate
24 Cfpâ Julia M. Duros Gage Wealth Advisors Paraplanner
25 Paula Mcfarland Upromise Director
26 Karla Berlo Upromise Reconciliation Team Leader
27 Jennifer Roach Upromise Media Output Analyst
28 Lois Macdonald Upromise Legal Assistant At Upromise, Inc
29 Gabriel Bethou Upromise Customer Service Representative
30 Hang Nguyen Upromise Accounting
31 Deb Driscoll Upromise Dealer Services Manager At Upromise
32 Gregory Burke Proficio Capital Partners, Llc Research Analyst
33 Kevin Cotti Pazien Chief Technology Officer
34 Edward Maguire Sapers & Wallack, Inc. Executive Vice President, Group Benefits Advisors
35 Sarah Devin Sapers & Wallack, Inc. Account Executive
36 Jay Egan Sapers & Wallack, Inc. Vice President
37 Lauren Sheridan Capital Advisors Group Executive Assistant
38 Ryan Curts Capital Advisors Group Database Developer
39 Glen Fuzy Capital Advisors Group Senior Operations Manager
40 Jennifer Mcveigh Capital Advisors Group Executive Assistant At Capital Advisors Group

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 Cambridge 12312
3 Financial services Companies in Waltham 22572
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