Top 40 Financial Services Companies in Waltham

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Below is the list of Top 40 Financial Services Companies in Waltham ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Waltham

1. Commonwealth Financial Network

Industry: Financial Services

Location: Waltham, Massachusetts

Website: commonwealth.com

Company Founded: 1979

Company Size: 501-1000

Company Address: 29 Sawyer Road, Waltham, Massachusetts, United States

Commonwealth Financial Network Contact Details

Name Title LinkedIn Phone Email
Michael Patrakis Financial Consultant
Kyle H.collins Financial Advisor
Nicholas Salvato Help Desk Support Specialist
Hilary Short Vp, Brand Development And Experience
Giovanna Zaffina Wealth Management Platform Manager
Thomas Crutchfield Business Development Consultant
Cfpâ Andy Lucking Certified Financial Planner Practitioner
Requires/Intent and 154 more Employees
Online Advertising & SEO
Wealth Management
Hedge Fund & Private Equity Consulting
Omnichannel Customer Support
and more

2. Delaware Life Insurance Company

Industry: Financial Services

Location: Waltham, Massachusetts

Website: delawarelife.com

Company Founded: 2013

Company Size: 201-500

Company Address: 1601 Trapelo Road, Waltham, Massachusetts, United States

Delaware Life Insurance Company Contact Details

Name Title LinkedIn Phone Email
Robert Dale Director Distribution Solutions
Matt Douglass Associate Director, Operational Efficiency
Tyler Carr Head Of Relationship Management
Adam Lunardini Vp, National Sales Manager, Annuities
John Tubbs Senior Sales Consultant
Sandy Mcguire Vice President, Marketing And Sales Director, National Sales Consulting And Lpl Relationship Manager
Dan Hess Investment Funds Manager
Requires/Intent and 51 more Employees
Branding & Public Relations
Mortgage & Loan Processing
Sales & Lead Generation Strategy
and more

3. Alegeus

Industry: Financial Services

Location: Waltham, Massachusetts

Website: alegeus.com

Company Founded: 1995

Company Size: 201-500

Company Address: 1601 Trapelo Road, Waltham, Massachusetts, United States

Alegeus Contact Details

Name Title LinkedIn Phone Email
Ryan Schwalbach Revenue Financial Analyst
Kirill Izotov Vice President Of Engineering
Joel Gerbitz Director, Devops
Duke Janssen Vice President, Revenue Generation
Lindsay Barnard Product Manager, Communications And Engagement
Rick Bonneau Manager, Quality Engineering
Dave Hahn Devops Architect
Requires/Intent and 63 more Employees
AI-powered Financial Insights
Financial Auditing & Reporting
IoT-enabled Smart Banking Solutions
Quality Control & Assurance
Customer Relationship Management (CRM)
and more

4. Fortis Management Group

Industry: Financial Services

Location: Waltham, Massachusetts

Website: fortismgmt.com

Company Founded: 2005

Company Size: 1-10

Company Address: 800 South Street, Waltham, Massachusetts, United States

Fortis Management Group Contact Details

Name Title LinkedIn Phone Email
Chris Reimer Director, Loss Control, Environmental, Procurement, Facilities Management
Shamika Davis Executive Director
David Keating Acting Chief Compliance Officer
James Fuchs Manager
Doris Parker-whymark Field Director Of Education And Training
Penny Pagel Director Of Clinical Services
Karen Schaewe Director Of Client Relations And Communications
Requires/Intent and 21 more Employees
Cybersecurity & Data Protection
Marketing Services
API Integration For FinTech
and more

5. Vector Capital Management

Industry: Financial Services

Location: Waltham, Massachusetts

Website: vectorcapitalmgmt.com

Company Founded: 2016

Company Size: 1-10

Company Address: 230 Third Avenue, Waltham, Massachusetts, United States

Vector Capital Management Contact Details

Name Title LinkedIn Phone Email
Ben Zimbel Chief Executive Officer And Co-founder
Requires/Intent
Accounting Services
Financial Forecasting & Modeling
and more

6. Ballentine Partners, Llc

Industry: Financial Services

Location: Waltham, Massachusetts

Website: ballentinepartners.com

Company Founded: 1997

Company Size: 51-200

Company Address: 230 3rd Avenue, Waltham, Massachusetts, United States

Ballentine Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Jeff Potter Partner And Senior Client Advisor
Sheila Lawrence Managing Director And Senior Client Advisor
Ryan Mcmanus Wealth Advisor
Emily Magno Senior Client Advisor
Steven Goldman Portfolio Manager
Cfpâ Tyler Lambert Wealth Planner
Debra Whitney Senior Client Advisor
Requires/Intent and 8 more Employees
Cybersecurity & Data Protection
Wealth Management
ESG & Sustainable Finance Consulting
Financial Planning & Retirement Solutions
and more

7. Integrated Financial Partners

Industry: Financial Services

Location: Waltham, Massachusetts

Website: ifpadvisor.com

Company Founded: 1996

Company Size: 201-500

Company Address: 300 Fifth Avenue, Waltham, Massachusetts, United States

Integrated Financial Partners Contact Details

Name Title LinkedIn Phone Email
Mahes Aifâ Vice President-business Development
Steve Faberman Private Wealth Manager
Cody Twombley Practice Manager
Paul Koenig Personal Wealth Advisor
Nishan Mootafian Financial Planner
John Shea Financial Planning Analyst
Fernando Perez Wealth Planner
Requires/Intent and 10 more Employees
Wealth Management
ERP For Financial Institutions
Treasury & Cash Flow Management
Banking & Payment Processing
Blockchain & Cryptocurrency Solutions
and more

8. Pro Teck Valuation Services

Industry: Financial Services

Location: Waltham, Massachusetts

Company Founded: 1977

Company Size: 51-200

Company Address: 307 Waverley Oaks Road, Waltham, Massachusetts, United States

Pro Teck Valuation Services Contact Details

Name Title LinkedIn Phone Email
Sarah Peat Executive Vice President
Ilvia Camejo Client Relations Specialist- Onsite
Ilvia Camejo Client Relations Specialist- Onsite
Andrew Mcgrath Qa Engineer
Ali Hon-anderson Development Manager And Senior Software Engineer
Colin Bannon Appraisal Partner Relations Team Lead
Robert Walnista Senior Client Manager
Requires/Intent and 7 more Employees
IoT-enabled Smart Banking Solutions
Document Management & E-signature Solutions
Financial Auditing & Reporting
and more

9. Savvi Financial

Industry: Financial Services

Location: Waltham, Massachusetts

Website: savvifi.com

Company Founded: 2013

Company Size: 11-50

Company Address: 465 Waverley Oaks Road, Waltham, Massachusetts, United States

Savvi Financial Contact Details

Name Title LinkedIn Phone Email
Brian Harrison President, Head Of Consumer Business
Christopher Moran Partner, Relationship Management
Gina Mourtzinou Co-founder And Chief Executive Officer
Requires/Intent
Securities Trading & Brokerage
Credit Rating & Analysis
and more

10. Concord Wealth Management

Industry: Financial Services

Location: Waltham, Massachusetts

Website: cwmofnewengland.com

Company Founded: 2013

Company Size: 51-200

Company Address: 230 Third Avenue, Waltham, Massachusetts, United States

Concord Wealth Management Contact Details

Name Title LinkedIn Phone Email
Cheryl Sullivan Advisor
Alicia Lesperance Associate Advisor
William Salazar Financial Professional
Christopher Shea Associate Advisor
Sean Mclaughlin Financial Advisor
Madeline Colon Receptionist And Administrative Assistant
Matthew Ventrella Financial Services Summer Intern
Requires/Intent and 4 more Employees
API Integration For FinTech
Data Analytics & Business Intelligence
Marketing Services
Cybersecurity & Data Protection
and more

11. Pro Teck Valuation Intelligence

Industry: Financial Services

Location: Waltham, Massachusetts

Website: proteckservices.com

Company Founded: 1977

Company Size: 51-200

Company Address: 465 Waverley Oaks Road, Waltham, Massachusetts, United States

Pro Teck Valuation Intelligence Contact Details

Name Title LinkedIn Phone Email
Teri Zarate Quality Review
Steven Harris Appraisal Team Lead
Mattie Murray Partner Relations Specialist
Requires/Intent
Portfolio Management
Data Analytics & Business Intelligence
Debt Collection & Recovery
and more

12. Windrose Advisors

Industry: Financial Services

Location: Waltham, Massachusetts

Website: windroseadvisor.com

Company Founded: 2009

Company Size: 11-50

Company Address: 800 South Street, Waltham, Massachusetts, United States

Windrose Advisors Contact Details

Name Title LinkedIn Phone Email
Adam Ladd Vice President
Germán Muñoz Associate
Lauren Silva Associate
Stephan Saad Associate
Haline De Jesus Administrative Assistant
Requires/Intent
Omnichannel Customer Support
Blockchain & Cryptocurrency Solutions
Sales & Lead Generation Strategy
Marketing Services
ERP For Financial Institutions
and more

13. Ascend Consulting

Industry: Financial Services

Location: Waltham, Massachusetts

Website: ascendconsult.com

Company Founded: 2002

Company Size: 51-200

Company Address: 1050 Winter Street, Waltham, Massachusetts, United States

Ascend Consulting Contact Details

Name Title LinkedIn Phone Email
Trisha Nomura Owner
Joe Mcquaid Founder
Cara Marrero President And Owner
Michael Freeman Drilling Fluids Consultant
Angela Lane Senior Manager
Marguerite Smit Senior Project Manager
Esta Xintaropoulos Business Analyst
Requires/Intent and 1 more Employees
ERP For Financial Institutions
Wealth Management
Hedge Fund & Private Equity Consulting
and more

14. Webster Capital

Industry: Financial Services

Location: Waltham, Massachusetts

Website: webstercapital.com

Company Founded: 2003

Company Size: 11-50

Company Address: 1000 Winter Street, Waltham, Massachusetts, United States

Webster Capital Contact Details

Name Title LinkedIn Phone Email
Charlie Smugar Private Equity Associate
Charles Ruprecht Senior Associate
Jo-ann Patneaude Vice President, Administration And Investor Relations
Robert West Software Engineer
Judy Webster Chief Financial Officerwebster Llc
Kate Zaia Investor Relations Manager
John Floyd Owner
Requires/Intent
Securities Trading & Brokerage
Banking & Payment Processing
Risk Assessment & Mitigation
and more

15. P-solve Us

Industry: Financial Services

Location: Waltham, Massachusetts

Website: cassidyretirement.com

Company Founded: 1997

Company Size: 1-10

Company Address: 200 West Street, Waltham, Massachusetts, United States

P-solve Us Contact Details

Name Title LinkedIn Phone Email
James Walton Investment Director
Lauren Meyer Consulting Actuary And Associate Director
Danielle Cohen Actuarial Analyst
Requires/Intent
Branding & Public Relations
Banking & Payment Processing
Tax Planning & Strategy
and more

16. Fireman Capital Partners

Industry: Financial Services

Location: Waltham, Massachusetts

Website: firemancapital.com

Company Founded: 2008

Company Size: 11-50

Company Address: 800 South Street, Waltham, Massachusetts, United States

Fireman Capital Partners Contact Details

Name Title LinkedIn Phone Email
Andrew Lagoo Senior Associate
Russ Kazorek Vice President Finance, Chief Creative Officer
Requires/Intent
Business Strategy & Growth Consulting
Portfolio Management
Legal Compliance & Advisory
and more

17. River And Mercantile Solutions Us

Industry: Financial Services

Location: Waltham, Massachusetts

Website: riverandmercantile.us

Company Size: 11-50

Company Address: 130 Turner Street, Waltham, Massachusetts, United States

River And Mercantile Solutions Us Contact Details

Name Title LinkedIn Phone Email
Charlie Cahill Consulting Actuary And Managing Director
Craig Pedersen Independent Consultant
Caytee Sellers Senior Associate
Requires/Intent
Mobile App Development For Financial Services
Wealth Management
and more

18. Wealth Planning Resources, Llc

Industry: Financial Services

Location: Waltham, Massachusetts

Website: financialconnector.com

Company Founded: 1993

Company Size: 1-10

Company Address: 460 Totten Pond Road, Waltham, Massachusetts, United States

Wealth Planning Resources, Llc Contact Details

Name Title LinkedIn Phone Email
John Steiger Managing Partner
Requires/Intent
Document Management & E-signature Solutions
Insurance & Underwriting Services
Branding & Public Relations
Treasury & Cash Flow Management
and more

19. Argent Wealth Management

Industry: Financial Services

Location: Waltham, Massachusetts

Website: argentwm.com

Company Founded: 1992

Company Size: 11-50

Company Address: 200 Fifth Avenue, Waltham, Massachusetts, United States

Argent Wealth Management Contact Details

Name Title LinkedIn Phone Email
Matt Ristuccia Chief Investment Officer
Nancy Leonard Office Administrator
Requires/Intent
Risk Management & Compliance
Digital Payment & Subscription Solutions
and more

20. Ledgex Systems

Industry: Financial Services

Location: Waltham, Massachusetts

Website: ledgex.com

Company Founded: 2010

Company Size: 11-50

Company Address: 221 Crescent Street, Waltham, Massachusetts, United States

Ledgex Systems Contact Details

Name Title LinkedIn Phone Email
Anthony Burns Director, It Operations And Infrastructure
Julie Gelfand Infrastructure Support Engineer
Requires/Intent
Securities Trading & Brokerage
Document Management & E-signature Solutions
and more

21. Finance Services, Llc

Industry: Financial Services

Location: Waltham, Massachusetts

Website: financeservicesllc.com

Company Size: 1-10

Company Address: 295 Weston Street, Waltham, Massachusetts, United States

Finance Services, Llc Contact Details

Name Title LinkedIn Phone Email
Hwayda Hemaid Technology And Finance Management
Requires/Intent
Treasury & Cash Flow Management
Fraud Detection & Prevention
Data Analytics & Business Intelligence
Technology Consulting
and more

22. True North Financial Partners Llc

Industry: Financial Services

Location: Waltham, Massachusetts

Website: tnfpartners.com

Company Founded: 1979

Company Size: 1-10

Company Address: 201 Jones Road, Waltham, Massachusetts, United States

True North Financial Partners Llc Contact Details

Name Title LinkedIn Phone Email
Lutcf Scott Fontaine Financial Advisor And Partner
Requires/Intent
Accounting Services
Hedge Fund & Private Equity Consulting
Risk Assessment & Mitigation
Credit Rating & Analysis
and more

23. Bay Colony Development Corp.

Industry: Financial Services

Location: Waltham, Massachusetts

Website: baycolony.org

Company Founded: 1981

Company Size: 11-50

Company Address: 230 Third Avenue, Waltham, Massachusetts, United States

Bay Colony Development Corp. Contact Details

Name Title LinkedIn Phone Email
Colleen Murphy Vice President
Requires/Intent
ERP For Financial Institutions
Financial Forecasting & Modeling
Compliance & Regulatory Advisory
Financial Planning & Retirement Solutions
Accounting Services
and more

24. The Harvest Group, Wealth Management, Llc

Industry: Financial Services

Location: Waltham, Massachusetts

Website: myharvestgroup.com

Company Founded: 2016

Company Size: 1-10

The Harvest Group, Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Matthew Montella Junior Financial Analyst
Requires/Intent
Branding & Public Relations
Banking & Payment Processing
Accounting Services
and more

25. Lewtan Technologies

Industry: Financial Services

Location: Waltham, Massachusetts

Website: lewtan.com

Company Founded: 1986

Company Size: 51-200

Company Address: 410 Totten Pond Road, Waltham, Massachusetts, United States

Lewtan Technologies Contact Details

Name Title LinkedIn Phone Email
Mary Muncherian Quality Assurance Manager
Lijiang Liu Senior Modeler - Structured Finance
Nova Gottshalk Controller
Karen Moss Chief Customer Officer, Vice President Of Professional Services
Requires/Intent
Hedge Fund & Private Equity Consulting
Financial Auditing & Reporting
Customer Relationship Management (CRM)
and more

26. Atlantic Planning Group, Llc

Industry: Financial Services

Location: Waltham, Massachusetts

Website: atlanticplanning.com

Company Founded: 1997

Company Size: 1-10

Company Address: 201 Jones Road, Waltham, Massachusetts, United States

Atlantic Planning Group, Llc Contact Details

Name Title LinkedIn Phone Email
Naydeesha Davis Administrative Assistant
Requires/Intent
Debt Collection & Recovery
HR & Talent Acquisition
Credit Rating & Analysis
Risk Management & Compliance
Tax Planning & Strategy
and more

27. Pillar Financial Advisors

Industry: Financial Services

Location: Waltham, Massachusetts

Website: pillarfinancial.com

Company Founded: 1986

Company Size: 1-10

Company Address: 404 Wyman Street, Waltham, Massachusetts, United States

Pillar Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Ben Allison Advisor
Requires/Intent
Technology Consulting
Credit Rating & Analysis
Omnichannel Customer Support
Sales & Lead Generation Strategy
Securities Trading & Brokerage
and more

28. Gl Advisor

Industry: Financial Services

Location: Waltham, Massachusetts

Website: gladvisor.com

Company Founded: 2003

Company Size: 11-50

Company Address: 400 Fifth Avenue, Waltham, Massachusetts, United States

Gl Advisor Contact Details

Name Title LinkedIn Phone Email
Sean Trainor Relationship Manager
Imran Bhatti Client Advisor
Requires/Intent
Automation & Workflow Optimization
Fraud Detection & Prevention
Business Strategy & Growth Consulting
Mergers & Acquisitions Advisory
and more

29. Bay Colony Development Corp

Industry: Financial Services

Location: Waltham, Massachusetts

Company Size: 11-50

Company Address: 1601 Trapelo Road, Waltham, Massachusetts, United States

Bay Colony Development Corp Contact Details

Name Title LinkedIn Phone Email
Betty Ule Senior Vice President And Chief Financial Officer
Requires/Intent
AI-powered Financial Insights
HR & Talent Acquisition
Financial Forecasting & Modeling
Risk Management & Compliance
Document Management & E-signature Solutions
and more

30. Archimedes Systems

Industry: Financial Services

Location: Waltham, Massachusetts

Website: archimedes.com

Company Founded: 1991

Company Size: 11-50

Company Address: 307 Waverley Oaks Road, Waltham, Massachusetts, United States

Archimedes Systems Contact Details

Name Title LinkedIn Phone Email
Rafael De Baere Director Of Personalized Communications
Requires/Intent
Blockchain & Cryptocurrency Solutions
Automation & Workflow Optimization
and more

31. Jassby, Inc.

Industry: Financial Services

Location: Waltham, Massachusetts

Website: jassby.com

Company Founded: 2017

Company Size: 11-50

Company Address: 404 Wyman Street, Waltham, Massachusetts, United States

Jassby, Inc. Contact Details

Name Title LinkedIn Phone Email
Owen Anderson Devops Engineer
Requires/Intent
Fraud Detection & Prevention
Digital Payment & Subscription Solutions
Document Management & E-signature Solutions
Quality Control & Assurance
and more

32. Ksp Financial Consultants

Industry: Financial Services

Location: Waltham, Massachusetts

Website: kspfinancial.com

Company Founded: 1993

Company Size: 11-50

Company Address: 880 Winter Street, Waltham, Massachusetts, United States

Ksp Financial Consultants Contact Details

Name Title LinkedIn Phone Email
Patty Goins Purchasing
Requires/Intent
Mobile App Development For Financial Services
Portfolio Management
and more

33. Asset Harvest Group

Industry: Financial Services

Location: Waltham, Massachusetts

Website: assetharvest.com

Company Size: 1-10

Company Address: 800 South Street, Waltham, Massachusetts, United States

Asset Harvest Group Contact Details

Name Title LinkedIn Phone Email
Barry Kohler Senior Planning Advisor
Requires/Intent
Technology Consulting
Portfolio Management
Investment Advisory
and more

Waltham Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Michael Patrakis Commonwealth Financial Network Financial Consultant
2 Kyle H.collins Commonwealth Financial Network Financial Advisor
3 Nicholas Salvato Commonwealth Financial Network Help Desk Support Specialist
4 Hilary Short Commonwealth Financial Network Vp, Brand Development And Experience
5 Giovanna Zaffina Commonwealth Financial Network Wealth Management Platform Manager
6 Thomas Crutchfield Commonwealth Financial Network Business Development Consultant
7 Cfpâ Andy Lucking Commonwealth Financial Network Certified Financial Planner Practitioner
8 Robert Dale Delaware Life Insurance Company Director Distribution Solutions
9 Matt Douglass Delaware Life Insurance Company Associate Director, Operational Efficiency
10 Tyler Carr Delaware Life Insurance Company Head Of Relationship Management
11 Adam Lunardini Delaware Life Insurance Company Vp, National Sales Manager, Annuities
12 John Tubbs Delaware Life Insurance Company Senior Sales Consultant
13 Sandy Mcguire Delaware Life Insurance Company Vice President, Marketing And Sales Director, National Sales Consulting And Lpl Relationship Manager
14 Dan Hess Delaware Life Insurance Company Investment Funds Manager
15 Ryan Schwalbach Alegeus Revenue Financial Analyst
16 Kirill Izotov Alegeus Vice President Of Engineering
17 Joel Gerbitz Alegeus Director, Devops
18 Duke Janssen Alegeus Vice President, Revenue Generation
19 Lindsay Barnard Alegeus Product Manager, Communications And Engagement
20 Rick Bonneau Alegeus Manager, Quality Engineering
21 Dave Hahn Alegeus Devops Architect
22 Chris Reimer Fortis Management Group Director, Loss Control, Environmental, Procurement, Facilities Management
23 Shamika Davis Fortis Management Group Executive Director
24 David Keating Fortis Management Group Acting Chief Compliance Officer
25 James Fuchs Fortis Management Group Manager
26 Doris Parker-whymark Fortis Management Group Field Director Of Education And Training
27 Penny Pagel Fortis Management Group Director Of Clinical Services
28 Karen Schaewe Fortis Management Group Director Of Client Relations And Communications
29 Ben Zimbel Vector Capital Management Chief Executive Officer And Co-founder
30 Jeff Potter Ballentine Partners, Llc Partner And Senior Client Advisor
31 Sheila Lawrence Ballentine Partners, Llc Managing Director And Senior Client Advisor
32 Ryan Mcmanus Ballentine Partners, Llc Wealth Advisor
33 Emily Magno Ballentine Partners, Llc Senior Client Advisor
34 Steven Goldman Ballentine Partners, Llc Portfolio Manager
35 Cfpâ Tyler Lambert Ballentine Partners, Llc Wealth Planner
36 Debra Whitney Ballentine Partners, Llc Senior Client Advisor
37 Mahes Aifâ Integrated Financial Partners Vice President-business Development
38 Steve Faberman Integrated Financial Partners Private Wealth Manager
39 Cody Twombley Integrated Financial Partners Practice Manager
40 Paul Koenig Integrated Financial Partners Personal Wealth Advisor

Financial Services companies in different cities of Massachusetts