Top Boston, MA Financial Services Companies (112)
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Grow along with our rapidly expanding organization and help us build and serve up customized, unique technological and client service solutions! We’re pushing the boundaries of what a debt consolidation company can offer. But our mission to uplift isn’t limited to our clients — we know our people deserve to be elevated to their highest potential through growth opportunities, a healthy work-life balance, and continued support.
Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We’re people helping people. Together, we’re stronger.
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We are revolutionizing the way employers attract and retain critical talent in hard-to-hire fields—while simultaneously tackling the student debt crisis. (Yep, we think BIG.) A Forbes Fintech 50 and SHRM-backed company, Clasp is driven by impact. By enabling employers to invest in future talent where it matters most—easing overwhelming student debt—our platform creates lasting bonds between employers and employees. We believe that when employers have a stake in the cost of education, we can create a more sustainable, equitable, and skilled workforce.
Together, we've turn ambition into action. For more than three decades, Citadel has captured undiscovered market opportunities in markets around the world by empowering extraordinary people to pursue their best and boldest ideas. We strive to identify the highest and best uses of capital to generate superior long-term returns for the world’s preeminent public and private institutions.
As part of the Central bank of the United States, the Boston Fed works to promote sound growth and financial stability in New England and the nation. We contribute to communities, the region, and the nation by conducting economic research, participating in monetary policy-making, supervising certain financial institutions, providing financial services and payments, playing a leadership role in the payments industry, and supporting economic well-being in communities through a variety of efforts.
Citadel Securities is the next-generation capital markets firm. Our work is powered by the deepest integration of financial, mathematical and engineering expertise. Combining deep trading acumen with cutting-edge analytics and technology, we at Citadel Securities deliver critical liquidity to the world’s most important financial institutions—while helping shape the global markets of tomorrow.
At Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.
Headquartered in the US with an operational hub in the DR, Forward Financing has been recognized as a Best Place to Work by the Boston Business Journal and Built In Boston and is certified as a Great Place to Work.® At Forward, we believe every business deserves financial opportunity. That’s why we provide fast, flexible capital to US small businesses that have often been underserved by traditional financing options. Our mission is to build a world-class fintech company so our customers and people can reach their full potential. We’re investing in our employees, technology, and customer experience – with long-term success in mind every step of the way. Want to learn more? Visit: forwardfinancing.com/careers
Hometap is on a mission to make homeownership less stressful and more accessible. Our home equity investment product provides homeowners with a fast, simple, and straightforward way to access the equity in their home without taking out a loan or having to sell. By investing alongside homeowners, Hometap offers debt-free cash in exchange for a share of their home’s future value — all without any monthly payments over the life of the investment. And its digital platform, the Home Equity Dashboard, empowers homeowners to make informed financial decisions about their home and take action on those decisions with confidence, speed, and ease. Through a combination of financial innovation and best-in-class customer service, Hometap enables people to get more from homeownership so they can get more from life.
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Founded in 2002, Leader Bank is a Massachusetts-based entrepreneurial financial institution that approaches banking differently. The core tenets of Leader Bank include client services, exemplary products, and innovation to meet the needs of its clients. Leader Bank’s best-in-class staff has been at the forefront of supporting the bank’s rapid growth and client-oriented solutions, as the bank has continued to expand its commercial and retail products and solutions over the last two decades. Leader Bank is a committed corporate citizen and prides itself on partnering with and supporting philanthropic organizations.
Founded in 2001, Geode is headquartered in Boston’s financial district, the center of one of the world’s most vibrant finance and technology hubs and employs approximately 170 employees. Geode is a systematic asset manager providing core beta exposures across a range of equity and niche asset classes, with over $1 trillion in AUM as of March 31, 2024. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization. Geode is proud to be an equal opportunity employer and support a diversified work environment.
Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco and London. With approximately $36 billion of assets under management and more than 360 employees, Audax is a leading capital partner for middle market companies, operating through three distinct business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. For more information, visit the Audax Group website www.audaxgroup.com.
Proof℠ is the world's first identity-assured transaction management platform. Developed by the same market leaders and experts who brought notarization online with Notarize℠, Proof offers trust in a digital world by verifying identities and securing transactions to protect your business and its customers. When risk is low and speed matters, get it signed. When the law dictates it, get it notarized. When trust matters, you need Proof.
Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $30 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results. SCS has never compromised. Our business model is client-aligned. Our professionals are world-class. Our team-based approach, both internal and external, produces a work environment and culture that is centered on consistently serving the best interests of our clients. The firm's overall business strengths include our employees and culture, tremendous relationships with our clients, a leadership position in the industry, excellent investment performance both for multi-asset class portfolios and private investments, and a powerful technology platform. We know that our ability to continuously succeed for our clients depends squarely on the caliber of professional talent we bring to our company. If you are an experienced wealth management professional looking to join a fast-paced rapidly growing organization that will challenge you and offer the opportunity for professional growth and success, then please forward your resume to [email protected]. SCS Financial Services is an equal opportunity employer. No phone calls please.
ABOUT THE MOODY STREET GROUP The Moody Street Group, LLC, a General Agency of the companies of OneAmerica®, offers a variety of insurance and financial products and services to individuals, executives, professionals, and business owners. The Mission of the Moody Street Group, LLC, is to assist clients in reaching their personal and business goals and helping to secure their financial future with appropriate financial services based on their needs and values. Our associates are carefully trained and have backup and support, both locally and nationally, in each of our products and services. We are an organization committed to excellence in serving our clients with Creative Values-Based Financial Strategies. In an age when financial companies are willing to substitute technology for personal contact, our commitment to our client is: • Face-to face confidential meetings • Customized analysis • Personalized values based recommendations • Periodic monitoring of continued progress toward achieving financial goals Note: Securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 134 Rumford Ave, Suite 201, Newton, MA, 02466, (617) 916-5155. Insurance Representatives of American United Life Insurance Company® (AUL) and other insurance companies. The Moody Street Group, LLC is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.
Acadian Asset Management is a global, systematic investment manager. Founded in 1986, Acadian is head-quartered in Boston, with affiliates in London, Singapore, and Sydney. We find our edge in the convergence of talented people, rich data, and powerful tools – all underpinned by a collegial culture with an ardent appetite for continuous research and healthy debate. Building on the idea that markets are inefficient, we were among the first firms in the world to apply data and technology to the systematic evaluation of global investments. With over 35 years of data-driven insights, we manage equity and credit strategies intended to deliver active returns and alternative strategies designed to deliver absolute, uncorrelated results. Our sustainable investing capabilities provide a platform for both client-specific solutions and a cutting-edge approach to engagement. DISCLOSURE: Acadian Asset Management is not responsible for the content provided on any linked external site and makes no warranties, express or implied, for the accuracy of any content or use of a third-party website and assumes no liability for any errors, inaccuracies, or omissions for third-party website content. While Acadian is providing a link to a third-party website, Acadian does not control, approve, or endorse the website or any of its contents, its sponsor, or any of the policies, activities, products, or services offered on the site or by any advertiser on the site.
First Help Financial (FHF) is one of the fastest growing auto finance companies in the US. We help overlooked consumers such as first-time buyers get a car by offering flexible financing options and help those consumers make informed financial decisions by offering native-language support. FHF has offices in Boston and Phoenix. We help consumers in over 25 states across the US and plan to expand into all 50 states over the next few years. At FHF you will find hard-working coworkers that are experts in their jobs and dedicated to their customers. Our values are Compliance, Customer and Colleagues. We hold ourselves to the highest standards of professionalism but also enjoy work with benefits that are geared towards making you successful in life and comfortable at work. We offer affordable, zero-deductible health insurance, tuition reimbursement, 401k match, and lots of free food and flexibility. We are always looking for more energetic and dedicated people in technology, operations, analytics, sales and other functions. Join our team today!
Building Industry Partners (“BIP”) is the leading private equity investment firm focused on the U.S. building industry. Founded by Matt Ogden in 2008, BIP is headquartered in Boston, with operating partners and advisors across the U.S. Our purpose is to build exceptional and enduring businesses, generate world class investment returns, and contribute to elevating the building industry and its workforce through people-focused investment & business principles. We help to build exceptional businesses, to realize the entrepreneurial visions of the industry's rising stars, and to increase shared prosperity amongst shareholders, management, and our broader workforce through broad-based employee ownership. Over the past decade, BIP is proud to have been part of building some of the fastest growing and most dynamic businesses in the U.S. building industry’s middle market, including U.S. LBM Holdings, Kodiak Building Partners, Homewood Holdings, and U.S. Fence Solutions/Binford Supply.
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Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
Lendbuzz is an AI-based auto finance platform that helps consumers with thin or no credit history obtain financing when purchasing a car. Powered by machine learning and proprietary algorithms, Lendbuzz can assess the creditworthiness of consumers with limited credit history—a group underserved by traditional banks. Through their auto dealership partners, Lendbuzz offers consumers attractive financing solutions while opening up opportunities for those dealerships to serve a more diversified client base. Lendbuzz is headquartered in Boston, Massachusetts and was founded in 2015.
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