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47 Best Boston Based Wealth Management Startups and Companies 2021

This article showcases our top picks for the best Boston based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top Boston Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Catch

Catch

Crunchbase Website Twitter Facebook Linkedin

Catch creates a new personal safety net that is accessible, affordable, and effective.

Envel

Envel

Crunchbase Website Twitter Facebook Linkedin

Envel is a next-generation mobile banking platform that allows users to have control over their finances in real-time.

Envel

55ip

Crunchbase Website Twitter Facebook Linkedin

55ip is a tax-smart investment strategy engine used by financial advisors to dramatically improve their efficiency and effectiveness.

Envel

LifeYield

Crunchbase Website Twitter Facebook Linkedin

LifeYield is a software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money.

Envel

Hemista

Crunchbase Website Twitter Facebook Linkedin

Robo Advisor for Immigrants/Expats

Envel

Eaton Vance Management

Crunchbase Website Twitter Facebook Linkedin

Eaton Vance provides advanced investment strategies and wealth management solutions.

Envel

Eze Software Group

Crunchbase Website Twitter Facebook Linkedin

Our company was founded on a long-standing tradition of innovation and the proven success of three premier technology platforms.

Envel

Allied Minds

Crunchbase Website Twitter Facebook Linkedin

Allied Minds is a private investment firm that forms, funds, manages, and builds start-ups.

Envel

Directive Communication Systems

Crunchbase Website Twitter Facebook Linkedin

DCS provides emotional relief for loved ones at their most vulnerable time.

Envel

Natixis Investment Managers

Crunchbase Website Twitter Facebook Linkedin

Natixis Investment Managers focus on financial professionals include investment management.

Envel

Aureus Asset Management

Crunchbase Website Twitter Facebook Linkedin

Aureus Asset Management offers investment and wealth management services.

Envel

O’Shares Investments

Crunchbase Website Twitter Facebook Linkedin

O’Shares provides ETFs designed for long-term wealth management.

Envel

Daintree Advisors

Crunchbase Website Twitter Facebook Linkedin

Daintree Advisors is a financial consultancy that deals with wealth management, financial planning and investment advisory.

Envel

Prio Wealth

Crunchbase Website Twitter Facebook Linkedin

Prio Wealth is an independent investment management firm.

Envel

Anvil Capital

Crunchbase Website Twitter Facebook Linkedin

Anvil Capital offers tailored investment strategies, portfolio management & financial planning services for niche manufacturing businesses.

Envel

Lake Street Advisors

Crunchbase Website Twitter Facebook Linkedin

Lake Street Advisors is a multi-family office that provides wealthy families with extensive financial advice, investment management.

Envel

Beacon Capital Management Advisors

Crunchbase Website Twitter Facebook Linkedin

Beacon Capital Management Advisors provides financial advice & guidance to individual investors, small business owners & U.S. corporations.

Envel

Welch & Forbes, Inc.

Crunchbase Website Twitter Facebook Linkedin

Welch & Forbes LLC provides fiduciary, estate planning, and administration services to its clients.

Envel

Freedom Trail Financial LLC

Crunchbase Website Twitter Facebook Linkedin

Freedom Trail is specialized in offering financial planning, investment management, retirement planning & executive compensation.

Envel

Winthrop Wealth

Crunchbase Website Twitter Facebook Linkedin

Winthrop Wealth provides portfolio, investment management, retirement, succession, tax, estate, wealth planning and consulting services.

Envel

Alchemi Wealth

Crunchbase Website Twitter Facebook Linkedin

Alchemi Wealth offers various financial services which include investment planning, tax management, retirement planning and debt management.

Envel

Congress Wealth Management LLC

Crunchbase Website Twitter Facebook Linkedin

Congress Wealth Management is a Boston-based, SEC-registered independent investment management firm.

Envel

Crestwood Advisors

Crunchbase Website Twitter Facebook Linkedin

Crestwood Advisors is an investment advisory company that provides consultation, financial planning, risk and wealth management services.

Envel

Paceline Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Paceline Wealth Management is a company with services in wealth management, financial planning and investment advisory services.

Envel

Bogan Associates

Crunchbase Website Twitter Facebook Linkedin

Bogan Associates is an investment management company that specializes in wealth & finance management.

Envel

Northeast Investors Trust

Crunchbase Website Twitter Facebook Linkedin

Northeast Investors Trust provides integrity service to shareholders through prudent investment.

Envel

42 North Capital

Crunchbase Website Twitter Facebook Linkedin

42 North Capital provides financial services like investment, structuring, asset, and portfolio management.

Envel

Mass Big Data

Crunchbase Website Twitter Facebook Linkedin

Mass Big Data is an online portal that enables students, researchers, communities, and industries gain new insights via big data analytics.

Envel

The Startup Coalition

Crunchbase Website Twitter Facebook Linkedin

The Startup Coalition is a group of seasoned business professionals that help startup entrepreneurs and companies scale and grow profitably.

Envel

Reynders, McVeigh Capital Management

Crunchbase Website Twitter Facebook Linkedin

Reynders, McVeigh Capital Management is an investing and wealth management firm.

Envel

Grenada Co-Operative Bank

Crunchbase Website Twitter Facebook Linkedin

Grenada Co-operative Bank provides a wide range of personal and commercial banking services along with wealth management.

Envel

Method Advisors

Crunchbase Website Twitter Facebook Linkedin

Registered Investment Adviser with the SEC.

Envel

Essential Asset Management

Crunchbase Website Twitter Facebook Linkedin

Essential Asset Management offers financial advisory services in portfolio management, taxation, investment & retirement planning.

Envel

Arthur W. Wood Company

Crunchbase Website Twitter Facebook Linkedin

Arthur W. Wood Company is an investment firm that provides wealth management, financial and risk management services.

Envel

Mayflower Advisors

Crunchbase Website Twitter Facebook Linkedin

Mayflower Advisors is an investment advisor that provides private wealth management, and retirement plan consulting services.

Envel

Lamkin Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Lamkin Wealth Management is a financial services firm that provides employee retirement plans, wealth & risk management planning services.

Envel

Great Point Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Great Point Wealth Advisors offers emerging, independent and generational wealth management services.

Envel

O‘Brien Wealth Partners

Crunchbase Website Twitter Facebook Linkedin

O‘Brien Wealth Partners offers investment management, financial planning, insurance, retirement planning and wealth management services.

Envel

Columbus Advisor Group

Crunchbase Website Twitter Facebook Linkedin

Columbus Advisors Group is an instituional investment advisor and proprietary trading firm.

Envel

Bingham Legg Advisers

Crunchbase Website Twitter Facebook Linkedin

Bingham Legg Advisers provider of investment advisory services.

Envel

Ironwood Investment Management

Crunchbase Website Twitter Facebook Linkedin

Ironwood is an Investment Management firm which provides Small cap investing and Microcap investing services.

Envel

Fiduciary Wealth Partners

Crunchbase Website Twitter Facebook Linkedin

Fiduciary Wealth Partners provides wealth and investment management services.

Envel

Zevin Asset Management

Crunchbase Website Twitter Facebook Linkedin

Zevin Asset Management offers social and governance (ESG) investing, impact investing, and wealth management services.

Envel

Disciplined Alpha

Crunchbase Website Twitter Facebook Linkedin

Disciplined Alpha is an investment advisory firm that develops and manages systematic equity and macro strategies for qualified investors.

Envel

Stonehurst Capital Management

Crunchbase Website Twitter Facebook Linkedin

Stonehurst Capital Management is an investment firm that provides tax planning, wealth management and advisory services.

Envel

Taylor Wealth Management Partners

Crunchbase Website Twitter Facebook Linkedin

Taylor Wealth Management Partners specializes in business advisory, financial, retirement planning and consulting services.

Envel

Fenway Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Fenway Financial Advisors offers financial planning, investment advice, retirement, wealth and portfolio management services to its clients.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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