Top 10 Financial Services Companies in Wellesley

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Below is the list of Top 10 Financial Services Companies in Wellesley ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Wellesley

1. Eagle Investment Systems

Industry: Financial Services

Location: Wellesley, Massachusetts

Website: eagleinvsys.com

Company Founded: 1989

Company Size: 501-1000

Company Address: 45 William Street, Wellesley, Massachusetts, United States

Eagle Investment Systems Contact Details

Name Title LinkedIn Phone Email
Greg Farrington Head Of Sales - Americas
Jeff Pacheco Head Of Client And Technology Operations
Eric Getchell Head Of Engineering
Scott Overbeck Head Of Educational Services, Vice President
Stacey Fitzgerald Product Management
Meredith Pratt Information Design Manager
Peter Travers Head Of Services Delivery, Americas
Requires/Intent and 52 more Employees
Cloud Computing Solutions
Fraud Detection & Prevention
ERP For Financial Institutions
and more

2. Eagle Investment Systems

Industry: Financial Services

Location: Wellesley, Massachusetts

Company Founded: 1989

Company Size: 51-200

Company Address: 45 William Street, Wellesley, Massachusetts, United States

Eagle Investment Systems Contact Details

Name Title LinkedIn Phone Email
Seth Martel Data Architect
Requires/Intent
Investment Advisory
Performance Tracking & KPI Analytics
Legal Compliance & Advisory
and more

3. Polaris Portfolios

Industry: Financial Services

Location: Wellesley, Massachusetts

Website: polarisportfolios.com

Company Founded: 2015

Company Size: 11-50

Company Address: 38 Maurice Road, Wellesley, Massachusetts, United States

Polaris Portfolios Contact Details

Name Title LinkedIn Phone Email
Evan Kulak Principal, Wealth Advisor
Requires/Intent
Risk Assessment & Mitigation
Data Analytics & Business Intelligence
and more

4. Gw & Wade, Llc

Industry: Financial Services

Location: Wellesley, Massachusetts

Website: gwwade.com

Company Founded: 1986

Company Size: 51-200

Company Address: 93 Worcester Street, Wellesley, Massachusetts, United States

Gw & Wade, Llc Contact Details

Name Title LinkedIn Phone Email
Laurie Gerber Director Of Marketing
David Brodsky Principal
Daniel Foster Associate Financial Advisor And Tax Attorney
Christopher Dolan Director Of Broker, Dealer Operations
Sue Furcolo Client Services
Tracy Mattuchio Executive Assistant
Anthony Kosinski Associate Tax Attorney
Requires/Intent and 4 more Employees
Securities Trading & Brokerage
Risk Assessment & Mitigation
Technology Consulting
Performance Tracking & KPI Analytics
and more

5. Strategic Planning Group

Industry: Financial Services

Location: Wellesley, Massachusetts

Website: spg1.net

Company Founded: 1995

Company Size: 1-10

Company Address: 57 River Street, Wellesley, Massachusetts, United States

Strategic Planning Group Contact Details

Name Title LinkedIn Phone Email
Chris Horvath Financial Advisor
Kerry Tardif Director Of First Impressions And Office Manager
Requires/Intent
Mobile App Development For Financial Services
Marketing Services
Insurance & Underwriting Services
and more

6. Twin City Financial Group

Industry: Financial Services

Location: Wellesley, Massachusetts

Website: twincityfinancialgroup.com

Company Size: 1-10

Company Address: 20 Walnut Street, Wellesley, Massachusetts, United States

Twin City Financial Group Contact Details

Name Title LinkedIn Phone Email
Austin Albert Lpl Financial Advisor
Requires/Intent
Hedge Fund & Private Equity Consulting
Cybersecurity & Data Protection
and more

7. The Kraematon Group, Inc.

Industry: Financial Services

Location: Wellesley, Massachusetts

Website: kraematon.com

Company Founded: 1982

Company Size: 11-50

Company Address: 20 Walnut Street, Wellesley, Massachusetts, United States

The Kraematon Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Natalie Mcneil Client Manager
Cynthia Petrillo Accountant
Requires/Intent
Debt Collection & Recovery
Blockchain & Cryptocurrency Solutions
Cloud Computing Solutions
ESG & Sustainable Finance Consulting
and more

8. Oak Financial

Industry: Financial Services

Location: Wellesley, Massachusetts

Website: oakfinancial.org

Company Founded: 2015

Company Size: 1-10

Company Address: P/o Box 812701, Wellesley, Massachusetts, United States

Oak Financial Contact Details

Name Title LinkedIn Phone Email
Seth Miller Controller
Requires/Intent
Investment Advisory
Treasury & Cash Flow Management
ERP For Financial Institutions
Technology Consulting
and more

9. Highland Financial Group

Industry: Financial Services

Location: Wellesley, Massachusetts

Website: hfngrp.com

Company Size: 11-50

Company Address: 40 William Street, Wellesley, Massachusetts, United States

Highland Financial Group Contact Details

Name Title LinkedIn Phone Email
Diane Lenzer Office Manager
Gloria Jefferies Office Manager
Requires/Intent
Insurance & Underwriting Services
Wealth Management
Securities Trading & Brokerage
Business Strategy & Growth Consulting
and more

10. Partner Advisors

Industry: Financial Services

Location: Wellesley, Massachusetts

Website: partneradvisors.com

Company Founded: 2002

Company Size: 11-50

Company Address: 40 Grove Street, Wellesley, Massachusetts, United States

Partner Advisors Contact Details

Name Title LinkedIn Phone Email
Michael Brown Executive
Requires/Intent
Omnichannel Customer Support
Credit Rating & Analysis
Blockchain & Cryptocurrency Solutions
HR & Talent Acquisition
Wealth Management
and more
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Wellesley Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Greg Farrington Eagle Investment Systems Head Of Sales - Americas
2 Jeff Pacheco Eagle Investment Systems Head Of Client And Technology Operations
3 Eric Getchell Eagle Investment Systems Head Of Engineering
4 Scott Overbeck Eagle Investment Systems Head Of Educational Services, Vice President
5 Stacey Fitzgerald Eagle Investment Systems Product Management
6 Meredith Pratt Eagle Investment Systems Information Design Manager
7 Peter Travers Eagle Investment Systems Head Of Services Delivery, Americas
8 Seth Martel Eagle Investment Systems Data Architect
9 Evan Kulak Polaris Portfolios Principal, Wealth Advisor
10 Laurie Gerber Gw & Wade, Llc Director Of Marketing
11 David Brodsky Gw & Wade, Llc Principal
12 Daniel Foster Gw & Wade, Llc Associate Financial Advisor And Tax Attorney
13 Christopher Dolan Gw & Wade, Llc Director Of Broker, Dealer Operations
14 Sue Furcolo Gw & Wade, Llc Client Services
15 Tracy Mattuchio Gw & Wade, Llc Executive Assistant
16 Anthony Kosinski Gw & Wade, Llc Associate Tax Attorney
17 Chris Horvath Strategic Planning Group Financial Advisor
18 Kerry Tardif Strategic Planning Group Director Of First Impressions And Office Manager
19 Austin Albert Twin City Financial Group Lpl Financial Advisor
20 Natalie Mcneil The Kraematon Group, Inc. Client Manager
21 Cynthia Petrillo The Kraematon Group, Inc. Accountant
22 Seth Miller Oak Financial Controller
23 Diane Lenzer Highland Financial Group Office Manager
24 Gloria Jefferies Highland Financial Group Office Manager
25 Michael Brown Partner Advisors Executive

Financial Services companies in different cities of Massachusetts

No. Industry Number of Contacts Download
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