Top 20 Financial Services Companies in Woburn

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

Financial Services Companies in Woburn

1. Redline Trading Solutions

Industry: Financial Services

Location: Woburn, Massachusetts

Website: redlinetrading.com

Company Founded: 2008

Company Size: 51-200

Company Address: 18 Commerce Way, Woburn, Massachusetts, United States

Redline Trading Solutions Contact Details

Name Title LinkedIn Phone Email
Owen Elliott Software Engineer
Mccormick Bartram Director Of Technical Account Management
Varun Mahendra Vice President Of Managed Services
Franklin Herman Senior Software Development Engineer
John Livingston Software Engineer In Test
Denis Tranchemontagne Senior Software Engineer
Thomas Clagett Fpga Engineer
Requires/Intent
Insurance & Underwriting Services
Business Strategy & Growth Consulting
Mortgage & Loan Processing
and more

2. National Leisure Group

Industry: Financial Services

Location: Woburn, Massachusetts

Website: nlg.com

Company Founded: 2005

Company Size: 11-50

Company Address: 100 Sylvan Road, Woburn, Massachusetts, United States

National Leisure Group Contact Details

Name Title LinkedIn Phone Email
Amy Hachey Manager, Product Content And Promo Fulfillment
Bob Mcgrath Selenium Automation Engineer
Cheryl Culbertson Travel Professional
Paul Mcgrath Manager Of Talent Development
Mading Li Senior Software Engineer
Ashley Cerino Customer Care Supervisor
Yang Yu Senior Java Developer
Requires/Intent and 10 more Employees
IoT-enabled Smart Banking Solutions
Risk Assessment & Mitigation
Loan Origination & Servicing Platforms
Tax Planning & Strategy
and more

3. Pinnacle Private Wealth

Industry: Financial Services

Location: Woburn, Massachusetts

Website: pinnacleprivatewealth.com

Company Size: 11-50

Company Address: 100 Trade Center, Woburn, Massachusetts, United States

Pinnacle Private Wealth Contact Details

Name Title LinkedIn Phone Email
Samantha Uvino Marketing Director
Hugh Maginnis Senior Vice President, Wealth Advisor
Kristen Shutt Operations Director
Timothy Lewis Financial Advisor | Managing Director
Requires/Intent
Banking & Payment Processing
Wealth Management
Cloud Computing Solutions
Employee Training & Workforce Development
Accounting Services
and more

4. Alta Wealth Advisors

Industry: Financial Services

Location: Woburn, Massachusetts

Website: altawealthadvisors.com

Company Founded: 2018

Company Size: 1-10

Company Address: 400 Tradecenter, Woburn, Massachusetts, United States

Alta Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Anthony Depinto Wealth Advisor
Melissa Golden Operations Manager
Requires/Intent
HR & Talent Acquisition
Digital Payment & Subscription Solutions
Compliance & Regulatory Advisory
and more

5. Northeast Retirement Services

Industry: Financial Services

Location: Woburn, Massachusetts

Website: nrstpa.com

Company Founded: 1999

Company Size: 51-200

Company Address: 12 Gill Street, Woburn, Massachusetts, United States

Northeast Retirement Services Contact Details

Name Title LinkedIn Phone Email
William Richards Fund Accountant
Eric Hampe Vice President Of Software Development
Dan Mcconologue Senior Implementation Manager
Maria Dimare Senior Trust Accountant
Marc Farrand Team Leader
Jancy Sweeney Fund Administrator
Richard Giard Programmer Analyst
Requires/Intent and 1 more Employees
ERP For Financial Institutions
Securities Trading & Brokerage
Online Advertising & SEO
IoT-enabled Smart Banking Solutions
Data Analytics & Business Intelligence
and more

6. Pinnacle Emerging Wealth

Industry: Financial Services

Location: Woburn, Massachusetts

Website: pinnacleemergingwealth.com

Company Founded: 2020

Company Size: 1-10

Company Address: 100 Trade Center, Woburn, Massachusetts, United States

Pinnacle Emerging Wealth Contact Details

Name Title LinkedIn Phone Email
Brian Dudley Founder And Chief Operations Officer
Requires/Intent
Cloud Computing Solutions
Accounting Services
Investment Advisory
and more

7. Receivable Management Corporation (rmc)

Industry: Financial Services

Location: Woburn, Massachusetts

Website: rmccash.com

Company Founded: 1990

Company Size: 11-50

Company Address: 400 West Cummings Park, Woburn, Massachusetts, United States

Receivable Management Corporation (rmc) Contact Details

Name Title LinkedIn Phone Email
Evan Deyoung New Business Development Associate
Joseph Carmody Client Services Representative
Rich Fatalo Business To Business Collection And Negotiation Specialist
Benjamin Simons Sales Director
Wendy Golson Debt Collector
Tracy Trivison Director Of Operation And Compliance
Arthur Roth Collections Specialist
Requires/Intent
Data Analytics & Business Intelligence
Financial Planning & Retirement Solutions
and more

8. Fusioniq

Industry: Financial Services

Location: Woburn, Massachusetts

Website: fusioniq.io

Company Founded: 2008

Company Size: 11-50

Company Address: 12 Gill Street, Woburn, Massachusetts, United States

Fusioniq Contact Details

Name Title LinkedIn Phone Email
Lindsey Wiehl Marketing Manager
Requires/Intent
Cloud Computing Solutions
Risk Management & Compliance
Online Advertising & SEO
and more

9. Venture Financial Systems Group

Industry: Financial Services

Location: Woburn, Massachusetts

Website: venturefsg.com

Company Founded: 1992

Company Size: 11-50

Company Address: 800 West Cummings Park, Woburn, Massachusetts, United States

Venture Financial Systems Group Contact Details

Name Title LinkedIn Phone Email
Noel Grimm Recruiter
Dave Luro Business And Systems Analyst
Brian Lees Project Manager And Anaylst
Requires/Intent
Financial Forecasting & Modeling
Debt Collection & Recovery
Treasury & Cash Flow Management
and more

10. 93 Financial Group

Industry: Financial Services

Location: Woburn, Massachusetts

Website: 93fg.com

Company Size: 1-10

Company Address: 600 Unicorn Park Drive, Woburn, Massachusetts, United States

93 Financial Group Contact Details

Name Title LinkedIn Phone Email
John Welch Investment Advisor Representative Lower Right
Requires/Intent
Banking & Payment Processing
Wealth Management
Employee Training & Workforce Development
and more

11. Diversified Credit Services, Inc.

Industry: Financial Services

Location: Woburn, Massachusetts

Website: diversified-credit.com

Company Founded: 1991

Company Size: 11-50

Company Address: 304 Cambridge Road, Woburn, Massachusetts, United States

Diversified Credit Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Shelley Accounts Receivable Representative
Jason Dejesus Cash Application Specialist
Requires/Intent
Branding & Public Relations
Employee Training & Workforce Development
Debt Collection & Recovery
Data Analytics & Business Intelligence
and more

12. Rohtstein Corp

Industry: Financial Services

Location: Woburn, Massachusetts

Website: rohtstein.com

Company Founded: 1970

Company Size: 1-10

Company Address: 70 Olympia Avenue, Woburn, Massachusetts, United States

Rohtstein Corp Contact Details

Name Title LinkedIn Phone Email
Robin Donahue Assistant Sales Manager
Requires/Intent
Omnichannel Customer Support
AI-powered Financial Insights
Hedge Fund & Private Equity Consulting
Legal Compliance & Advisory
and more

13. Trustfort Llc

Industry: Financial Services

Location: Woburn, Massachusetts

Website: trustfort.com

Company Size: 11-50

Company Address: 400 Trade Center, Woburn, Massachusetts, United States

Trustfort Llc Contact Details

Name Title LinkedIn Phone Email
Brian Orellana Metal Framer
Requires/Intent
Tax Planning & Strategy
Financial Auditing & Reporting
Automation & Workflow Optimization
IoT-enabled Smart Banking Solutions
Corporate Finance Strategy
and more

Woburn Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Owen Elliott Redline Trading Solutions Software Engineer
2 Mccormick Bartram Redline Trading Solutions Director Of Technical Account Management
3 Varun Mahendra Redline Trading Solutions Vice President Of Managed Services
4 Franklin Herman Redline Trading Solutions Senior Software Development Engineer
5 John Livingston Redline Trading Solutions Software Engineer In Test
6 Denis Tranchemontagne Redline Trading Solutions Senior Software Engineer
7 Thomas Clagett Redline Trading Solutions Fpga Engineer
8 Amy Hachey National Leisure Group Manager, Product Content And Promo Fulfillment
9 Bob Mcgrath National Leisure Group Selenium Automation Engineer
10 Cheryl Culbertson National Leisure Group Travel Professional
11 Paul Mcgrath National Leisure Group Manager Of Talent Development
12 Mading Li National Leisure Group Senior Software Engineer
13 Ashley Cerino National Leisure Group Customer Care Supervisor
14 Yang Yu National Leisure Group Senior Java Developer
15 Samantha Uvino Pinnacle Private Wealth Marketing Director
16 Hugh Maginnis Pinnacle Private Wealth Senior Vice President, Wealth Advisor
17 Kristen Shutt Pinnacle Private Wealth Operations Director
18 Timothy Lewis Pinnacle Private Wealth Financial Advisor | Managing Director
19 Anthony Depinto Alta Wealth Advisors Wealth Advisor
20 Melissa Golden Alta Wealth Advisors Operations Manager
21 William Richards Northeast Retirement Services Fund Accountant
22 Eric Hampe Northeast Retirement Services Vice President Of Software Development
23 Dan Mcconologue Northeast Retirement Services Senior Implementation Manager
24 Maria Dimare Northeast Retirement Services Senior Trust Accountant
25 Marc Farrand Northeast Retirement Services Team Leader
26 Jancy Sweeney Northeast Retirement Services Fund Administrator
27 Richard Giard Northeast Retirement Services Programmer Analyst
28 Brian Dudley Pinnacle Emerging Wealth Founder And Chief Operations Officer
29 Evan Deyoung Receivable Management Corporation (rmc) New Business Development Associate
30 Joseph Carmody Receivable Management Corporation (rmc) Client Services Representative
31 Rich Fatalo Receivable Management Corporation (rmc) Business To Business Collection And Negotiation Specialist
32 Benjamin Simons Receivable Management Corporation (rmc) Sales Director
33 Wendy Golson Receivable Management Corporation (rmc) Debt Collector
34 Tracy Trivison Receivable Management Corporation (rmc) Director Of Operation And Compliance
35 Arthur Roth Receivable Management Corporation (rmc) Collections Specialist
36 Lindsey Wiehl Fusioniq Marketing Manager
37 Noel Grimm Venture Financial Systems Group Recruiter
38 Dave Luro Venture Financial Systems Group Business And Systems Analyst
39 Brian Lees Venture Financial Systems Group Project Manager And Anaylst
40 John Welch 93 Financial Group Investment Advisor Representative Lower Right

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