Top 100 Finance Companies in Massachusetts

Massachusetts is a hotbed of financial activity, with a diverse array of finance companies driving economic growth in the state. Navigating this dynamic sector and establishing meaningful connections requires access to comprehensive data and insights. Cldoura.AI offers a solution tailored to your needs. 

Our platform hosts an extensive list of the top 100 finance companies in Massachusetts, along with vital contact information and key company details. Here's how Cldoura.AI can empower your financial endeavors in the Bay State: 

  1. In-Depth Company Profiles: Gain a deep understanding of each finance company's specialization, workforce, and location. Our comprehensive profiles offer a 360-degree view of the finance landscape in Massachusetts. 
  2. Direct Access to Decision-Makers: In finance, access to decision-makers is paramount. Cldoura.AI provides contact details for key executives, ensuring that you can initiate conversations with the individuals shaping the industry. 
  3. Stay Abreast of Industry Trends: The finance sector is marked by rapid changes and regulatory updates. Cldoura.AI keeps you informed about the latest industry trends and market dynamics, enabling you to make strategic decisions with confidence. 
  4. Expand Your Professional Network: Building a robust network is a cornerstone of success in finance. Our platform facilitates networking opportunities, allowing you to forge valuable connections within the Massachusetts finance community. 

Massachusetts offers a wealth of opportunities in the finance sector, and Cldoura.AI is your gateway to unlocking its full potential. With our comprehensive database and powerful insights, you'll be well-prepared to thrive in this competitive landscape. 

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Fidelity Investments(Financial Services)LinkedIn Icon

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10000+

State: Massachusetts

Country: United States

Revenue: 1B+

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, weve always believed by providing investors with access to the information and expertise, we can help them achieve better results. Thats been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethicit is the heart of the Fidelity way. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

State Street(Financial Services)LinkedIn Icon

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+1 800-382-2100

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10000+

State: Massachusetts

Country: United States

Revenue: 1B+

At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better now and in the future

Santander US(Financial Services)LinkedIn Icon

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10000+

State: Massachusetts

Country: United States

Revenue: 1B+

Santander in the U.S. is a diversified financial business with 17,000 employees, 4.7 million customers and $132.5 billion in assets. Santanders purpose is to help people and businesses prosper. In the U.S., Santander does this through Santander Bank, N.A. (SBNA), its retail and commercial bank in the U.S. northeast, and Santander Consumer USA Holdings Inc. (SC, NYSE: SC), its 59.03%-owned consumer finance unit based in Dallas, Texas. In addition, Santander engages in the U.S. in private banking through Banco Santander International in Miami; and in investment banking and markets through a New York branch and Santander Investment Securities, Inc. SBNA and SC are subsidiaries of Santander Holdings USA, Inc. a fully-owned subsidiary of Banco Santander S.A. (NYSE:SAN), the geographically diversified retail and commercial bank based in Spain

MassMutual Advisors Association(Financial Services)LinkedIn Icon

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5001 - 10000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

The MassMutual Advisors Association is a representative group of MassMutual advisors who partner closely with the home office to advance and maintain the best interests of the agents, the policyowners, and MassMutual. Out of this relationship of deep trust and respect have come many innovations and projects over the years that have helped MassMutual become the leading Fortune 100 Company it is today. The association the oldest in the industry was created in 1890 by Martin Van Buren Edgerly, MassMutuals third president. As a former general agent, Edgerly knew that in order for the company to continue to grow and flourish, open and constructive communication between the home office and the field was critical. It is the oldest and finest organization of its kind in the industry. No other financial services company maintains such a vital and reciprocal relationship with its field constituents. The Agents Association is governed by an executive committee, also known as the AAX, which includes the associations president, vice president, secretary, immediate past president, transition officer and committee chairs. These field leaders oversee committees that concentrate on specific subject matter and typically focus on six to 12 issues annually

Zend Binary Trading(Financial Services)LinkedIn Icon

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5001 - 10000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

Zend Binary Trading Options was founded in 2005, with the primary mission to empower people to trade with confidence. With strong core values of integrity and innovation, we always put the customer first, and center all our efforts into enabling traders of all levels to unleash their true potential. Whether it is our customer service, diversity of instruments and variety of platforms or any of our other superior services we work hard to ensure our clients have a pleasant trading experience. Trade with the licensed and award-winning broker. Open an account today and enjoy features and the full benefits that Zend Binary Trading Options has to offer. 250+ instruments to trade including forex, cryptocurrencies, stocks, commodities and indices A range of automated trading platforms and EA compatibility Fixed & competitive spread accounts Client funds are held in segregated accounts for increased security

iMoneyNet, Financial Intelligence, Informa(Financial Services)LinkedIn Icon

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5001 - 10000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

iMoneyNet is the leading provider of money-market information and analysisserving institutional, offshore, and retail clients worldwide. For more than 30 years, we have been providing money fund complexes, corporate treasurers, banks and insurance companies with unbiased money fund statistics, benchmarks and analysis. We collect data for more than 2000 U.S. and offshore money market mutual funds and enhanced cash products. Data points include yields, returns, assets, expenses, holdings and more. For more information call Kevin Grist at 508-614-1655 or email kgrist@imoneynet.com. Thank you for joining our Linkedin page!

MassMutual(Financial Services)LinkedIn Icon

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5001 - 10000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

Living mutual has always been at the core of our human existence, and its the principle thats guided us since our founding in 1851. Its not a concept we invented, but one we champion for the simple reason that people take it for granted today. While the world would have us strive for independence, the truth is when we depend on one another, we arent just more secure - life is happier and more fulfilling. So as we celebrate our new identity, were reminding everyone that who we are stays the same. Learn more at: www.MassMutual.com Disclosures about MassMutuals LinkedIn Company Page and other social media sites are located at: https://www.massmutual.com/social-media-guidelines. CRN201905-212768

eSignal, an Interactive Data company(Financial Services)LinkedIn Icon

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+1 770-738-2101

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1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

eSignals award-winning products offer competitive pricing, support that gives new meaning to customer service, access to comprehensive trading education resources and advanced charting and technical analysis tools that connect to 50+ brokers for seamless trade execution. If you want a solution that provides global reach into the worlds markets and one that does not sacrifice reliability, versatility and affordability in the process, eSignal is the perfect choice. Trade with confidence knowing that eSignals unparalleled speed and accuracy sets the industry standard. * eSignals award-winning data and products are backed by one of the most sophisticated market data infrastructures in the world. With eSignal, you will get the same market data used by some of the worlds leading institutions. * Advanced multicast backbone, engineered and operated internally; network staffed 7x24x365 and designed to perform under the pressures of high-volume periods * Multiple, geographically dispersed server farms, fed with live data from direct, redundant connections with 100s of the worlds exchanges * All instruments 100+ indices across global markets (many found nowhere else), stocks, futures, mini futures, options, ETFs, foreign currency options, OTC markets, Forex rates and market depth * Comprehensive historical data and bar replay functionality for back testing market strategies across all types of market patterns and conditions before you put your money on the line View our content here: http://www.eSignal.com http://twitter.com/esignalchannel http://www.youtube.com/esignal http://www.facebook.com/eSignal http://forum.esignal.com/forum.php

PHP Agency - New England(Financial Services)LinkedIn Icon

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1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

PHP Ageny - New England is the FIRST and ONLY office affiliated with PHP Agency Inc. in the Northeast! PHP Agency, Inc is a national financial services company with a compelling 2-part vision: change the culture and diversity of the insurance industry and build the worlds largest financial services marketing company in history. To realize this vision, PHP has partnered with some of the worlds leading insurance carriers to offer clietns personally suitable life insurance and annuity products and provide a part-time or full-time career opportunity to those wishing to pursue a career as life insurance agents. The company is privately held and headquartered in Dallas, TX. Our founder, Patrick Bet David says, "We are making it cool to be a Life Insurance Agent". We have a fun culture. A young culture. One that represents the multi-cultural face of America. We are helpping families of all backgrounds safely protect their assets and save for the future while encouraging those with a passion for helping others and an entrepreneurial spirit to try financial services as a career. www.phpagency.com

Amundi Pioneer(Financial Services)LinkedIn Icon

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+33 1 76 32 17 16

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1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

Amundi Pioneer has changed its name to Amundi US effective Jan. 1, 2021. Please follow us at our new home https://lnkd.in/gbN9VUu

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John Hancock Retirement(Financial Services)LinkedIn Icon

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1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

We make retirement plans work. At John Hancock, we believe everyone deserves the tools and guidance to achieve financial wellness and retire with confidence. Weve made retirement plans work for 50 years, and today, were one of the largest full-service providers in the industry. We take a hands-on, consultative approach based on the idea that no two plansand no two plan participantsare exactly alike. We partner with financial representatives, consultants, and plan sponsors to ensure your plan is: Easy to manage Personal to the participant Delivering proven results Learn more about how we can make your retirement plan work at https://bit.ly/33Aj12J. Connect to our Viewpoints blog to find legislative updates, plan design tips, financial wellness research, and more insight to help you manage your retirement program. https://bit.ly/3muRGaQ Social Media Policy: https://retirement.johnhancock.com/us/en/about-us/social-policy

State Street Global Advisors(Financial Services)LinkedIn Icon

CompanySize Icon

1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

For four decades, State Street Global Advisors has served the worlds governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the worlds fourth-largest asset manager* with US $3.48 trillion under our care. *Pensions & Investments Research Center, as of 12/31/21. This figure is presented as June 30, 2022 and includes approximately $66.43 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated

Signator Investors, Inc(Financial Services)LinkedIn Icon

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1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

Signator Investors, Inc. is a dual-registered broker dealer/investment adviser with a national network of independent firms and more than 2,000 financial professionals across the U.S. A leader in the financial services industry having the stability and scale to offer an innovative business model, Signator gives entrepreneurial financial professionals the power to effectively build unique businesses, based on their own vision and market opportunity. For more information on Signator Investors, Inc. and its national network of independent firms, visit http://www.signatorinvestors.com/ Securities offered by registered representatives of Signator Investors, Inc., member FINRA, SIPC. 197 Clarendon Street, Boston, MA 02116. Signator Investors, Inc., is not affiliated with LinkedIn and is not responsible for LinkedIns privacy or security policies. Signator does not endorse or adopt the content, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by fans or third-parties. Nothing on this site shall constitute an offer, solicitation to purchase or sell a security or financial product or be deemed investment or other advice. All financial and investment information found on this site and links to other sites are for informational purposes only. 0185-20121127-124520

Flywire(Financial Services)LinkedIn Icon

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+1 800-346-9252

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1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

Flywire Corporation (Nasdaq: FLYW) is a global payments enablement and software company. We combine our proprietary global payments network, next-gen payments platform and vertical-specific software - what we call our Flywire Advantage - to deliver the most important and complex payments for our clients and their customers. Whether in education, healthcare, travel or technology, Flywire has vertical-specific insight and technology that allows organizations to optimize the payment experience for their customers while eliminating operational challengesfrom invoicing to payment reconciliation. Around the clock multilingual support via phone, email, and chat, and online tracking, ensures that both the client and customer have complete control over their payments. Flywire supports over 3,100 clients around the world with diverse payment methods in more than 140 currencies across 240 countries and territories. The company is headquartered in Boston and has offices in Chicago, Palo Alto, London and Manchester (UK), Valencia (Spain), Shanghai, Singapore, Tel Aviv, Tokyo, Cluj (Romania), and Brisbane and Sydney (Australia). Flywire counts Goldman Sachs, Temasek, Bain Capital Ventures, Spark Capital, F-Prime, Whale Rock Capital Management, Marshall Wace LLP, and Sunley House Capital, Advent International among its investors.

Blue Hills Bank(Financial Services)LinkedIn Icon

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1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

About Rockland Trust Company Independent Bank Corp. has approximately $11 billion in assets and is the holding company for Rockland Trust Company, a full-service commercial bank headquartered in Massachusetts. Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches, commercial lending offices, investment management offices, and residential lending centers in Eastern Massachusetts and Rhode Island as well as through telephone banking, mobile banking, and the Internet. Rockland Trust is an FDIC member and an Equal Housing Lender. To learn why Rockland Trust is the bank Where Each Relationship Matters, please visit www.rocklandtrust.com

Cambridge Associates LLC(Financial Services)LinkedIn Icon

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1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

Cambridge Associates LLC is a financial services company based out of 125 High St, Boston, Massachusetts, United States

Penn Mutual Northeast Region(Financial Services)LinkedIn Icon

CompanySize Icon

1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

Providing mutual life insurance product sales support, information, and innovative solutions to Independent Financial Professionals in Maine, Massachusetts, New Hampshire, New York, Rhode Island, and Vermont. Penn Mutual Northeast Region is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org.16 E Washington St., Suite 206, North Attleboro, MA 02760, (508-699-7366). Penn Mutual Northeast Region is unaffiliated with HTK. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. 3429594MC_Feb23

New England Financial(Financial Services)LinkedIn Icon

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+44 20 3216 4778

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1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

At New England Financial, we have a history of integrity, professionalism and wisdom in serving the financial needs of high-net-worth families, business owners and professionals in both the for-profit and nonprofit sectors. Since 1835, New England Financial has been building a reputation for integrity and reliability. Today, we are recognized as a premier life insurance and financial services organization committed to our clients. New England Financial is a MetLife affiliated company. MetLife has a long tradition of integrity and financial strength and a reputation for delivering on promises to its policyholders. Our vision and core values encompass adherence to the highest standards of ethical conduct as the only acceptable way of doing business. You can be sure that with such a long tradition of integrity and quality, commitment to face-to-face guidance, tested financial skills and an equally strong and committed parent company, we will be there to deliver on our promises to you. Ethical business practices and consumer trust are the foundation of the financial services industry. Our goal is to be the most trusted company in the industry. Brian Breneman, Senior Vice President, New England Financial. New England Financial (NEF) is the service mark for New England Life Insurance Company, Boston MA 02116. Securities offered through New England Securities (NES) (member FINRA/SIPC). NEF and NES are affiliates

Online Trading Academy Boston(Financial Services)LinkedIn Icon

CompanySize Icon

1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

For over 23 years, Online Trading Academy has provided exceptional financial education across a variety of asset classes including stocks, forex, options, futures, wealth management and more. If you are looking to learn more about trading and investing, OTA is where you should start

37 Capital(Financial Services)LinkedIn Icon

CompanySize Icon

1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

37 Capital engages with tenured portfolio managers who have experience in implementing long/short strategies, offering new solutions to meet investors needs. These seasoned professionals specialize in understanding the ultimate return drivers of an investment. Established as a part of Putnam Investments, this unique arrangement allows portfolio managers to focus on selecting securities rather than supervising business operations. This inside advantage means that our managers have meaningful access to companies, technology, and research, as well as the flexibility to collaborate with analysts across multiple sectors and asset classes. A well-crafted incentive structure ensures that they stay motivated to pursue alpha for 37 Capital clients. We believe that innovation and the ability to inspire talented investors are key components of Putnams heritage, which we trace to the firms founding in 1937. With a deep systems infrastructure supported by the experienced operational and compliance organizations of a larger firm, we believe 37 Capital is built for the success of our clients today and in years to come. No information posted here should be construed as investment advice, an offer to sell, or a solicitation of an offer to buy, any security or other instrument. For important disclosure, go to www.putnam.com/socialmedia

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Andrew Kyriacou(Financial Services)LinkedIn Icon

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1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

Andrew Kyriacou has over 22 years of experience in providing comprehensive tax and financial, estate and investment counseling services to high net worth individuals and corporate executives. He has extensive experience in advising on tax issues relating to: Wealth-transfer planning Investment advisory services Individual income tax planning and compliance Trusts and estates Charitable giving Before joining Andersen Tax, he was a Tax Partner at EY, where he was in charge of the New England Area Financial Planning Group. Andrew is a Certified Investment Management Analyst as designated by the Investment Management Consultants Association. He is a frequent speaker and lecturer on tax and financial planning topics, including numerous appearances on radio and TV programs. Robb Report Worth Magazine once named him one of the Top 100 Financial Planners in the United States

Bain Capital(Financial Services)LinkedIn Icon

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+49 89 24441070

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1001 - 5000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

Bain Capital is one of the worlds leading alternative investment firms. More than 1,200 Bain Capital employees work together at locations in Boston, Chicago, New York, San Francisco, Palo Alto, London, Dublin, Hong Kong, Shanghai, Guangzhou, Melbourne, Sydney, Madrid, Luxembourg, Munich, Mumbai, Seoul, and Tokyo to manage approximately $120 billion in assets. Founded in 1984, Bain Capital has advanced a consulting-based approach to investment. We develop close partnerships with management teams around the world, uncovering valuable insights that drive long-term value to businesses and markets. We have expanded this approach beyond private equity to several asset classes, including credit, fixed income, public equity, venture capital, and real estate. Were dedicated to responsible business practices, and environmental, social, and governance (ESG) standards are critical considerations in our investment approach. We strive to create lasting impact for all stakeholders: our investors, our teams, our businesses, and the communities were a part of. We believe our shared values form the core of our competitive advantage: - We develop exceptional partnerships. We know great outcomes come from great teams. - We challenge conventional thinking. We think differently. We nurture a culture of deep objective inquiry and seek the full potential in every opportunity. - We work with tenacity. We roll up our sleeves, dig in, and come to work every day searching for better outcomes. - We believe character matters. We prize personal integrity and humility. Our team also supports a variety of charitable and nonprofit organizations by donating time, expertise and resources through the Bain Capital Community Partnership. Bain Capital Childrens Charity, founded in 1996, has proven this by providing more than $55 million to 350 youth-related causes thanks to contributions from the firms employees and partners. Follow us for company news and updates

WTS Proprietary Trading Group - Boston(Financial Services)LinkedIn Icon

CompanySize Icon

501 - 1000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

At WTS Proprietary Trading LLC., we have opportunities for all types of traders, whether youre a beginner or already have a proven track record. We offer Equity and Forex trading. Our custom Forex trading platform has access to institutional spreads and access to deep liquidity through an anonymous ECN. WTS Proprietary Trading is intelligent, customizable, risk averse, fast and inexpensive. Our multiple branch offices and access to significant liquidity to make the job easier, too. Our mission is to provide quality hands-on mentoring and a highly cost efficient trading structure to allow traders to maximize their earning potential with access to multiple access class including Forex. If you have the passion and desire to be part of our team of traders, or are interested in managing an affiliate office, please contact us. Contact: 10 High Street Suite 305 Boston, MA 02110 1- 617-302-7767 mm@wtsboston.com

F. H. Cann & Associates, Inc(Financial Services)LinkedIn Icon

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501 - 1000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

F. H. Cann & Associates, Inc. (FHC), certified Woman-Owned Business established in 1999, has been a national leader in providing the higher education, government, financial service, healthcare, telecommunications and utility industries with contact center, financial recovery, loan servicing, and business process outsourcing (BPO) solutions for over two decades. Our Pledge is Focused Holistic Customer Care. Successful outcomes are what drive our highly trained and motivated employees. Every team member from our customer service representatives to our CEO understands that we are here to serve the needs of our clients and their customers while adhering to our core values of focused, holistic customer care. FHC uses the latest technology to always remain compliant and provide best-in-class service. We are committed to delivering productive, professional, and secure services that meet and exceed the needs of our clients, customers, employees, and the communities that we serve

BNY Mellon | Eagle Investment Systems(Financial Services)LinkedIn Icon

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+1 800-254-2826

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501 - 1000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

BNY Mellon Data and Analytics Solutions combines the capabilities and resources of the Eagle product suite, Intermediary Analytics, and BNY Mellon to build client-centric data, technology, and content solutions.

Baystate Financial(Financial Services)LinkedIn Icon

CompanySize Icon

501 - 1000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

120 YEARS. ONE FOCUS. Since we opened our doors in 1901, weve developed the experience and expertise to better understand what our clients need to be successful. Put that knowledge to work and discover what is possible when the focus of an award-winning firm is on YOU. Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and financial independence with the knowledge that they have made informed and appropriate decisions appropriate for the complex financial lives they tend to lead. We believe that Baystate Financials greatest strength is its network of talented people, the passion they have for their work, and the collaborative culture they embrace. All across New England, our associates make us a best place to work. Our focus always is to foster an environment that encourages their best thinking and supports their personal and professional development so that we bring the best to each other and to our clients day in and day out, David C. Porter, Managing Partner. Baystate is headquartered in Boston MA, and has 16 office locations throughout New England. Baystate Financial specializes in many things such as financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products. Learn more about Baystate Financial here: http://www.baystatefinancial.com/ Securities and investment advisory services through MMLIS member SIPC (www.sipc.org). Baystate Financial is not a subsidiary or affiliate of MMLIS, or its affiliated companies. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500

The Boston Company Asset Management(Financial Services)LinkedIn Icon

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+91 92891 23473

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501 - 1000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

The Boston Company Asset Management is now Mellon. Follow us at www.linkedin.com/company/mellon-investments. In February 2018, The Boston Company and Standish Asset Management merged into Mellon Capital, which is now Mellon Investments Corporation. Visit the Mellon website at www.mellon.com for more information on the firm and its multi-asset capabilities

Mena(Financial Services)LinkedIn Icon

CompanySize Icon

501 - 1000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

Mena is a financial services company based out of United Arab Emirates

BG SBLC PROVIDER(Financial Services)LinkedIn Icon

CompanySize Icon

501 - 1000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

We are NOT Brokers! DL Financial Limited are Direct Genuine Bank Guarantee Issuers, monetizers and discounters. Bank Guarantee Funding Banker Direct means.. There is no Broker between us and the you the customer, we have open direct unrestricted access to the most reputable prime Bank Guarantee and SBLC issuing banks in the world. Bank Guarantee Funding Banker Building DL Financial has forged close committed, long term relationships with large wholesale service providers, BG Issuers and Monetizers who want to focus on transacting deals not running a retail store front and dealing with a wide cross section of difficult, demanding and often uninformed customers. So we are the central focus, we now handle all client liason, we prepare, arrange, issue and in most cases draft all the BG Issuing and BG Funding contracts. We deliver the front end, our wholesale suppliers deliver the back end. It is the perfect partnership and synergy, each focusing our time and attention on our core strengths and being able to smoothly and efficiently close client deals. There is no Broker Joker BS with us, our motivation is to work with clients and get the deal closed. There are no Broker Games, No Middle Men, No one that stands between us, the customer and the issuing banks. We are pure and simple the Agreement Issuers and the Dealmakers for the Entire Process! We happily pay all brokers who refer business to us but we are not brokers ourselves. So when your tired of 9000 Brokers and 1000 Scammers and you want to get something real completed, email us immediately. We look forward to being of service to you. DL Financial Ltd issues Real Bank Guarantees, real and genuine SBLCs and completes Real Funding without long stories! Others Talk, we Deliver and we have so much testimonies . If you are tired of brokers and scammers cheating you and telling you stories and no one ever delivering what they promised, maybe its time to close all your deals with us We are the largest and most reliable providers of loan, international project funding, Lease bank guarantee providers, buy, lease or rent sblc, dlc and all letters of credit. Kindly contact us today for all your financial needs

EOS USA(Financial Services)LinkedIn Icon

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501 - 1000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

EOS USA is one of Americas largest customer care and receivables management service providers. For three decades, EOS USA has been a national leader in the ARM community providing services to a variety of industries including healthcare, higher education, communications, government, financial services and utilities. EOS USAs strategies and processes have been honed to bring their vast resources to bear on a single goal: exceeding expectations. EOS USA is committed to providing comprehensive customer care and innovative receivables management solutions to their clients. EOS USA is headquartered just south of Boston in Norwell, Massachusetts, with strategically located regional centers throughout the United States. EOS USA is a division of the EOS Group, one of Europes largest international providers of business process outsourcing services, encompassing more than 60 subsidiaries, with over 7,500 employees and an operational presence in 26 countries. EOS. For a debt-free world

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Kornegay Kapital Group(Financial Services)LinkedIn Icon

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501 - 1000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency

COLLECTO, INC., DBA EOS CCA(Financial Services)LinkedIn Icon

CompanySize Icon

501 - 1000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

COLLECTO, INC., DBA EOS CCA is a financial services company based out of 700 LONGWATER DR, Norwell, Massachusetts, United States

Xpress-Coaching(Financial Services)LinkedIn Icon

CompanySize Icon

501 - 1000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

We have built a community where investors can access functional programs. Our goal is to create a platform to enable you make the right investing decisions

Commonwealth Financial Network(Financial Services)LinkedIn Icon

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+1 215-399-0705

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501 - 1000

State: Massachusetts

Country: United States

Revenue: 501M - 1B

Who We Serve Independent financial advisors turn to Commonwealth for sophisticated solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide. Advisor Advantage The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journeywhether youre growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time. Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology. Learn More Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Advisor Advantage can help you streamline your operations, evolve your business, and accelerate your growth. If youre interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org

Northeastern University Finance & Investment Club(Financial Services)LinkedIn Icon

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+1 617-373-3021

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

The Finance & Investment Club (FIC) supports the development of future financial professionals through career-orientated activities, which include weekly presentations by guest speakers from the local business community, faculty members and Northeastern alumni. The mission of the Northeastern University Finance & Investment Club is to support the development of future financial professionals not only in their field, but in the university and the community at large. Through career-oriented activities such as weekly presentations by guest speakers, faculty members, and Northeastern alumni, students are given the opportunity to learn about various career paths and useful information that will help them advance in the workplace. Email: ficneu@gmail.com Spring 2019 E-board: Olivia Caccia - President Julia McCarthy - Executive Vice President Bryce DeWitt - Vice President Claire Gerdes - Vice President Brandon Nomberg - Vice President Emily Wu - Vice President

Lease One(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Lease One is a financial services company (NOT AFFILIATED WITH LEASE ONE SYSTEMS LOCATED IN ST. LOUIS) whose principal business is providing flexible and creative asset-based financing for its clients. With the skills gained through funding millions of dollars worth of equipment for Americas most prominent companies, our team of professionals can structure both conventional and highly sophisticated financial transactions that are structured to meet your business demands

Sentinel Benefits & Financial Group(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Sentinel Benefits & Financial Group is a single resource to manage all employee benefits. Founded in 1987, we have grown to be the second largest benefit consulting and administration practice in Massachusetts. Our services include: WEALTH PLANNING SERVICES > Investment Advisory Services > Retirement Plan Administration > Open Architecture Retirement Plan Recordkeeping > Defined Benefit & Cash Balance Plan Services > Actuarial Consulting > Employee Stock Ownership Plans LIFE PLANNING SERVICES > Group Benefits Brokerage > Flexible Spending Account Administration > Health Reimbursement Plan Administration > Health Savings Accounts > Transportation Plan Administration > COBRA Administration At Sentinel Benefits & Financial Group, we have been putting our clients first for more than two decades. In fact, building meaningful relationships with our clients to help them achieve their goals is the work we do. What differentiates us from competitors is how we approach our work. The business of providing employee benefits and financial services is not unique. There are many choices. However, brand and experience alone do not always translate to the best solution. We recognize that the only way to truly help a client is to know them first. We take the time to listen before we make recommendations. Through our interactive consulting process, we bring true custom solutions that deliver value to our clients. Member of Focus Financial Partners, LLC since January 1, 2007

Metro Credit Union(Financial Services)LinkedIn Icon

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+1 617-906-5600

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Founded in 1926 and headquartered in Chelsea, Metro is a cooperative financial institution, owned and controlled by the members who use and benefit from our products and services. Since 1926, Metro Credit Union has been providing financial services to more than 200,000 members in our communities throughout Massachusetts. One of the largest credit unions in the state, Metro offers 19 full-service branches and has partnered with over 1,200 companies throughout Massachusetts to provide banking services to businesses and employees though our Metro@work program. Where to find us: MetroCU.org 877.MY.METRO facebook.com/metrocu.org @metrocu Insured by NCUA | Member MSIC

Cayan LLC(Financial Services)LinkedIn Icon

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+1 617-854-8910

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Cayan is hiring! Click the See Jobs link above or check out all our open positions here: https://cayan.com/company/careers Formerly Merchant Warehouse, CayanTM, is the leading provider of payment technologies that give businesses a competitive advantage. From simple and reliable payment processing, to fully integrated, multi-channel customer engagement platforms, Cayan is continuously developing new ways for businesses to unlock the power of payments. Headquartered in Boston, the company has offices in the United States and United Kingdom. Cayan is one of the worlds fastest growing payment companies. For more information, visit www.cayan.com. Cayan - The Payment Possibilities CompanyTM

UniBank for Savings(Financial Services)LinkedIn Icon

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+507 297-6000

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

We are UniBank. Bank Different. Bank Unique. We are UniBank, a team of civic-minded financial professionals and all around great people working together to enrich people, businesses and municipalities across New England. We dont abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, weve never stopped delivering the most effective technology to our customers. Be Part of a Team That Gives Back. At UniBank, commitment to customers and to the community is the very heart of our mission. When you join the UniBank team, what comes with it is a sense of pride that comes from being a part of an organization that gives back in big ways. Join a team that is dedicated to service, empowers you to engage with the community, and challenges you in new and different ways

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Lease & Rental Management d.b.a. Auto Use Auto Loan(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Auto Use is an independent finance company dedicated to the automobile dealer. Our commitment is demonstrated by over 50 years of successful service to thousands of franchised and independent auto dealers. We have succeeded in this dynamic industry through Innovation, Consistency and Focus: Innovation with regards to products, processes and programs; Consistency relative to underwriting, funding, and servicing; and Focus on the development of long term dealer relationships, the key to our success. Were devoted to addressing finance opportunities in every dealership. Our approach is simple yet effective; identify quality dealers and provide them with products that enhance their business. Auto Use has been a leader in consumer leasing since before the captive finance companies entered the market. Weve been in the Sub Prime Finance business over 20 years, and we are confident there is no replacement for experience in this business!

Integrated Financial Partners(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and twenty-nine advisors and thirty-seven regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on peoples lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. Securities offered through LPL Financial, Member SIPC. www.sipc.org. Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners and Integrated Financial Partners are separate entities from LPL Financial. IFP and LPL Financial do not provide legal/tax advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.IFPadvisor.com

Alegeus(Financial Services)LinkedIn Icon

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+1 888-852-6334

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Alegeus is the market leader in consumer directed healthcare solutions, offering the industrys most comprehensive platform for the administration of healthcare benefit accounts (including FSAs, HSAs, HRAs, wellness incentive, dependent care, and commuter accounts), the industrys most widely-used benefit debit card, and powerful consumer engagement solutions to help consumers optimize their healthcare spending and maximize their healthcare savings. Over 300 clients - including health insurance plans, third party administrators and financial institutions - leverage Alegeus deep expertise and proven technology to administer benefit accounts for more than 30 million members and process more than $9.1 billion in consumer healthcare payments annually

Delta Management Associates, Inc(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

A leader in the collection industry, Delta Management Associates, Inc. offers superior recovery solutions to clients in the higher education, government, financial services and commercial industries. Advanced technology and data tools, a streamlined collection process and tailored work standards enable Delta to maximize recoveries, lower expenses and effectively reduce our clients debt portfolios. Deltas collection solutions are bolstered by a dedication to maintaining stringent compliance and security controls, employing state-of-the-art data analytics tools, and ensuring a counseling approach to resolving consumer accounts. Delta capitalizes on 30 years of collection industry experience to provide comprehensive collection solutions that include detailed portfolio analysis, enhanced business practices, outstanding customer service and adherence to the dynamic regulatory environment. Visit us at www.delta-mgt.com to learn more

Gordon Brothers(Financial Services)LinkedIn Icon

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+1 617-422-6248

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Since 1903, Gordon Brothers has helped lenders, operating companies, advisors, and investors move forward through change. We bring a powerful combination of expertise, operational experience, and capital to each opportunity. With services in valuations, dispositions, operations, and investments we can customize solutions on an integrated or standalone basis. We provide rapid solutions and reliable outcomes for clients at all points in the business lifecycle. Whether to fuel growth or facilitate strategic consolidation, we work across industries and around the world to put assets to their highest and best use

Jeanne DArc Credit Union(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

At Jeanne DArc Credit Union, we are and always have been dedicated to helping our members make smart financial choices. Since opening our doors in 1912, weve been able to serve over 90,000 members and reach an asset size of over $1.4 billion. As a credit union, we return our profits to members in the form of better yields on savings products, lower rates on loans, little to no fees and free convenient services features we understand make a huge difference in the lives of our members. Our extensive product offerings serve as a source of support for the goals of members, whether personal or business related. We offer checking and savings accounts, business and consumer loans, credit and debit cards and convenient services to make banking easy. In addition to a corporate headquarters in Lowell, MA, we have eight Jeanne DArc branches within the Merrimack Valley and Southern New Hampshire area, three high school branches and three Mortgage Loan Centers. HOW WE STARTED Jeanne DArc Credit Union began as an establishment where immigrants working in the Lowell mills could turn to for financial stability. Whether they wanted to purchase a home, buy a car or even start their own business, the little bank around the corner made it possible. As the third oldest credit union in the country, we know what it means to put our members first. Our history is important to us, which is why we are dedicated to supporting our members, neighbors and surrounding communities by giving back to place that gave us a home and the opportunity to grow. Through volunteerism, partnerships and sponsorships, we strive to be a place our community can always rely on

MountainOne(Financial Services)LinkedIn Icon

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+1 855-444-6861

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

MountainOne is a mutual holding company headquartered in North Adams, MA. Banking, Insurance, and Financial Services products are offered at full service offices in the Berkshires (Pittsfield, North Adams, Williamstown) and Bostons South Shore (Quincy, Rockland, Scituate). MountainOne is dedicated to the local communities we serve, with a mission of delivering solutions of real value that help individuals, businesses, and community institutions manage their financial lives with clarity and confidence. Founded in 1848, MountainOne Bank provides a complete array of personal and business banking and electronic services. MountainOne Insurance provides personal and business insurance, bonding services and group benefits solutions. MountainOne Bank is Member FDIC | Member DIF. MountainOne Privacy Policy: https://mountainone.com/privacy-policy.pdf

Mortgage Network, Inc(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Mortgage Network, Inc. began in 1988 with a single mission: to help people finance their dream homes. Over the years, we developed a name for ourselves thanks to our genuine commitment to our borrowers. And so we grew. We are now one of the largest and most trusted private mortgage bankers in the industry, with 36 offices and growing

NEPC, LLC(Financial Services)LinkedIn Icon

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+1 617-374-1300

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

NEPC, LLC is one of the industrys largest independent, full-service investment consulting firms, serving more than 400 clients with over $1.5T assets under advisement. Our mission is to help governments, institutions, families, and individuals preserve and grow their capital across different asset classes and market cycles. Our research-driven investment solutions are tailored to support your unique financial goals, constraints, beliefs and time horizons. As trusted and thoughtful stewards of capital, we measure our accomplishments by the success of our clients. As an employee-owned company, we know our greatest strength is our people, an exceptional and diverse group of professionals united in their commitment to fulfilling your long-term financial objectives. Our goal is to deliver objective investment advice and the highest level of service. We invite you to experience the NEPC difference. Visit nepc.com to learn more

Hometown Financial Group, MHC(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Hometown Financial Group (HFG), a $3 billion mutual holding company headquartered in Easthampton, Massachusetts, is the parent company of bankESB, bankHometown, and Abington Bank. Our banking franchises offer a complete line of commercial, business, and consumer banking and lending products and services to customers through its 23 branches located throughout Massachusetts and northeastern CT. As mutual banks, we remain true to our customers, employees and the communities we serve. We look to build partnerships that provide each bank with greater efficiency and resources so we can focus on the customer experience. That means new technology, enhanced products and services, and improved lending capacity for prospective borrowers

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Insurance Services of New England(Financial Services)LinkedIn Icon

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+1 877-461-2631

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Imagine what you can accomplish with a high-quality group of like-minded independent agents? ISNE is a network of highly profitable independent agents that use size, scale, and combined resources to benefit customers, communities, company partners, and agency members. ISNE was founded in 1998 with the premise of independence with reach and has become known as an innovative team of high-quality professionals dedicated to meeting the insurance needs of an ever-changing marketplace. The network came together to benefit the independent agency owner, and we always return 100% of commissions and overrides to the agent. With the 60 agencies and 27 preferred partners, the ISNE Network has exceeded $850,000,000 in premium volume. Our agents maintain their independence while taking advantage of multiple markets to create retention and profitability strategies that substantially benefit participants. As one of the leading insurance networks in New England, we offer more choices, experience, value, and satisfaction. When you choose to work with ISNE, you can now have the power, protection, and profitability you seek. Member Benefits: - Agency maintains independence - A selective membership process to ensure we have only high-quality and high-performing agents - Low annual fees - A track record of profitability - Strong leadership and professional management - Preferred partnerships with 27 standard and specialty markets - Centralized contract negotiations with carriers - Collaboration between agents especially beneficial to smaller agencies and young agents Many competitors promote the volume play versus the profit play, for which ISNE is best known. Our agents have a history of making between 3.5-5% extra points per year, so participants can make investments based on this trend and plan more effectively for the future. What are you waiting for? Join the ISNE family of agents today

Creditpointe Services(We are now RAGE Frameworks- http://bit.ly/1hxdYq8(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

We have Moved. We are now RAGE Frameworks Inc. Follow us on : https://www.linkedin.com/company/rage-frameworks-inc?report%2Esuccess=KJ_KkFGTDCfMt-A7wV3Fn9Yvgwr02Kd6AZHGx4bQCDiP6-2rfP2oxyVoEQiPrcAQ7Bf

Fidelity Capital Investment(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Fidelity Capital Investment is among the most diversified financial services companies in the world. Our fundamental mission is to help customers and clients achieve their financial objectives

PLUMBERS AND PIPEFITTERS LOCAL NO. 104 ANNUITY FUND(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

PLUMBERS AND PIPEFITTERS LOCAL NO. 104 ANNUITY FUND is a financial services company based out of 168 CHICOPEE STREET, CHICOPEE, Massachusetts, United States

Cognition Lending(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

As a Cognition Financial company, Cognition Lending helps students reach their educational goals through increased access to funding

Pine Suisse Bank(Financial Services)LinkedIn Icon

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+264 61 295 2222

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Pine Suisse Bank Ltd seeks to become the preferred bank. PSB Commercial Banking segment will offer credit intermediation, cash management, and financial services; lending and depository products; and cash management, foreign exchange and international trade finance, derivatives and capital markets services, asset-based lending, real estate finance, public finance, commercial leasing, and syndicated finance for business, government, and professional customers. PSB Branch Banking segment will provide a range of deposit and loan products to individuals and small businesses. This segment will offer checking and savings accounts, home equity loans and lines of credit, credit cards, and loans for automobiles and personal financing needs, as well as cash management services for small businesses. PSB Consumer Lending segment will engage in direct lending activities that include origination, retention, and servicing of residential mortgage and home equity loans or lines of credit; and indirect lending activities, including loans to consumers through correspondent lenders and automobile dealers. PSB Wealth Management segment will provide various investment alternatives for individuals, companies, and not-for-profit organizations. It will offer retail brokerage services to individual clients; and broker dealer services to the institutional marketplace. This segment will also provide asset management services; holistic strategies to affluent clients in wealth planning, investing, insurance, and wealth protection; and advisory services for institutional clients comprising local authorities and municipalities

Daintree Advisors LLC(Financial Services)LinkedIn Icon

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+1 206-266-4064

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight, and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a clients financial life, including attorneys, tax advisors, financial planners, and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisors in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and, monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions

XPX - Exit Planning Exchange(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

The Exit Planning Exchange (XPX) is network of nonprofit associations of diverse, middle-market advisors across 12 professions, who work collaboratively to help private companies build stronger businesses and prepare for and execute successful exit plans. Our member network shares expertise and knowledge, understanding a companys entire life cycle, so they may assist clients with building business value, transferring ownership, and creating a legacy of success both personally and within their communities. Subscribe to the XPX YouTube channel: https://www.youtube.com/channel/UCUk4mWs60fIttb0mHw8galg Follow us on Twitter (@XPXperts): https://twitter.com/XPXperts

ROGERS AND ROGERS LLC(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Our goal at Rogers & Rogers LLC is to provide access to personal loans and business loan, car loan, home loan, real estate loan at insight competitive interest rates. We support your business growth through our guided investment and financial consultation services

InvoiceCloud, Inc(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

InvoiceCloud provides a complete, simple, and secure electronic bill presentment and payment solution. Our SaaS platform provides flexible and always-up-to-date online payment solutions that can be configured to meet the unique needs of your organization. And our simple-to-use interface engages customers throughout the payment process to deliver your highest ever e-payment adoption rates

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Boston Financial(Financial Services)LinkedIn Icon

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+61 74883300

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Boston Financial Boston Financial is a national leader in the low-income housing tax credit (LIHTC) industry, with a proven track record in syndication services as well as asset and portfolio management. We have the largest syndicated portfolio in the country. Serving as a trusted partner, we foster investments in housing that create a positive impact in communities across the U.S. as we stay true to our core values: integrity, collaboration, exceptional client service, and social responsibility. Founded in 1969, our company has focused on providing exceptional client service to its investors and developer partners and has built one of the most experienced management teams in the industry. At Boston Financial we work side by side with investors and developers to make successful LIHTC investments in high quality assets that create affordable housing opportunities in urban and rural communities across the US. Boston Financial has invested over $13.1 billion of equity in LIHTC properties since 1986 and currently manages a $7.3 billion portfolio comprising over 1,150 properties and 114,000 units, making Boston Financial one of the largest and most experienced syndicators in the tax credit industry. Boston Financial is a wholly owned subsidiary of ORIX USA Corporation

Forward Financing(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Forward Financing is a fintech company headquartered in Boston that provides fast, flexible capital to small businesses nationwide that have been long underserved by traditional financing options. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward Financing is able to deliver approvals within minutes and funding within hours giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most. Since 2012, Forward Financing has expanded Main Streets access to capital by providing over $1.8 billion in funding to more than 42,000 small businesses. The company is A+ rated by the Better Business Bureau, with an Excellent / 4.9 stars rating on Trustpilot.com. 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. Forward Financing is committed to helping their people and the small businesses they serve to achieve their full potential. Talent Network: https://www.forwardfinancing.com/careers/open-jobs/individual-job/?id=4116865003 Instagram: https://www.instagram.com/forward_financing/ Facebook: https://www.facebook.com/forwardfinancing Twitter: https://twitter.com/FWD_Financing

radius financial group inc(Financial Services)LinkedIn Icon

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+7 817426500

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

radius financial group, inc. is a New England-based, full-service mortgage bank. Founded in 1999, radius has grown into a premier residential lending group serving many states within the United States. To see all our state licenses visit our website: http://www.radiusgrp.com/licenses NMLS #1846 Equal Housing Lender Why radius? REAL PEOPLE. From the moment customers contact us, theyre connected with loan officers who carefully work to learn and meet their borrowing needs. Customers are always able to contact a real person to talk through any questions that might arise. REAL SERVICE. We provide expertise, guidance and support at every turn, so borrowers can make smart, informed decisions. With our in-house underwriting, loan applications move through the process quickly and efficiently, which helps avoid confusion and delays. REAL MORTGAGES. We provide an extensive line of established lending programs, from industry standards to niche products, which meet a full range of borrowing needs and circumstances, even for less typical client profiles. To learn how radius can help you accomplish your mortgage banking goals, please call 877.223.4800. Making Mortgages Better. NMLS #1846 Equal Housing Lender www.nmlsconsumeraccess.org

Commonwealth Financial Group(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs

The Colony Group(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealthdelivering deep expertise that goes far beyond investment management. Our wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions. We are a fiduciary, fee-only wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world

F. H. Cann & Associates, Inc(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

F. H. Cann & Associates, Inc. provides best-in-class accounts receivable management and outsourced customer service solutions in the USA. Our Pledge is Focused Holistic Customer Care. FHC, established in 1999, has been a national leader in providing the higher education, government, financial service, healthcare, telecommunications and utility industries with contact center, financial recovery, loan servicing, and business process outsourcing (BPO) solutions for over two decades. Successful outcomes are what drive our highly trained and motivated employees. Every team member from our customer service representatives to our CEO understands that we are here to serve the needs of our clients and their customers while adhering to our core values of focused, holistic customer care. Our firm and contact center professionals use the latest technology to always remain compliant and provide best-in-class service. We are committed to delivering productive, professional, and secure services that meet and exceed the needs of our clients, customers, employees, and the communities that we serve

Babson Finance Association (BFA)(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Babson Finance Association (BFA)s mission is to bring together students with an active interest in finance and facilitate further exposure and engagement in the field. Our sectors and cohorts aim to encapsulate all relevant areas of interest and support different professional paths. Through workshops, speaker events, site visits, and competitions, BFAs initiatives collectively work to provide members with the skills, resources, and guidance needed to be successful in the finance industry. Feel free to reach out to bfa@babson.edu with any questions. and learn how you can become a member

CCUA Metro-Boston Chapter(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

The Metro-Boston Chapter is made up of credit unions that are headquartered in communities located near the city of Boston, Massachusetts. Metro-Boston Chapter Member Credit Unions: 600 Atlantic Federal Credit Union Arlington Municipal Federal Credit Union Belmont Municipal Federal Credit Union Boston Customs Federal Credit Union Boston Firefighters Credit Union Brookline Municipal Credit Union Cabot Boston Credit Union Cambridge Firefighters Federal Credit Union Cambridge Municipal Employees Federal Credit Union Cambridge Teachers Federal Credit Union City of Boston Credit Union Dedham Town Employees Federal Credit Union Direct Federal Credit Union Energy Credit Union First Priority Credit Union Harvard University Employees Credit Union Health Alliance Federal Credit Union Liberty Bay Credit Union Massachusetts Institute of Technology Federal Credit Union Members Plus Credit Union Metro Credit Union Naveo Credit Union New England Lee Federal Credit Union New England Teamsters Federal Credit Union Newton Teachers Credit Union Norfolk Community Federal Credit Union Norwood Town Employees Federal Credit Union One Twenty Credit Union Pressers Union Local 12 ILGWU Credit Union Quincy Credit Union RAH Federal Credit Union RTN Federal Credit Union Somerville Mass. Firefighters Federal Credit Union Somerville Municipal Federal Credit Union Somerville School Employees Federal Credit Union Taupa Lithuanian Federal Credit Union Tremont Credit Union Watertown Municipal Credit Union

Williams Finance Club(Financial Services)LinkedIn Icon

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201 - 500

State: Massachusetts

Country: United States

Revenue: 101M - 500M

Williams Finance Club is the premier finance club at Williams College. Open to all students, the club aims to provide students the opportunity to learn about the financial services industry through formal trainings, workshops, talks, networking events, and the management of a student-managed portfolio through Eph Capital Management

AffordaPay by U.S. Asset Management, Inc(Financial Services)