This article showcases our top picks for the best Boston based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance 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 Personal Finance Companies
Data sourced from Crunchbase and SemRush.
Circle
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Circle provides an online platform that enables users to send money quickly and easily. Circle uses blockchain technology with Circle Pay to ease and improve how users send money.
Circle expands its services with a crypto-currency investment product with Circle Invest, enabling anyone to buy and sell crypto assets. It provides crypto-coins and offer OTC trading services via Circle Trade.
Its crypto-trading desk provides one of the largest global liquidity pools for digital asset trading and averages $2 billion in monthly volume. Jeremy Allaire and Sean Neville founded Circle in 2013.
$140 million from investors including Jim Breyer (Facebook), Goldman Sachs, IDG Capital (Baidu, Tencent), General Catalyst (AirBnB, Snapchat) and Accel Partners backs the company, with its headquarters in Boston, and branches in New York, San Francisco, Dublin, London, and Hong Kong.. .
Catch
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Catch is redesigning benefits to put people at the center of their own financial stability and security. For freelancers, contractors, and workers without access to employer benefits, Catch automatically handles tax withholding, builds long-term investment savings, and provides critical insurance products.
In creating a personalized safety net, Catch envisions a world where individuals can leverage data-driven curation and timely insights to gain full agency over changing needs.. .
Finch
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Finch empowers you to access the benefits of investing without having to significantly change the way you manage your money today. Finch lets you earn investment returns by automatically investing your balance into a portfolio of diversified exchange-traded funds (ETFs) designed to match your unique risk profile.
This means your entire balance is always working for you, from day one, no matter what your balance is. Finch further pushes the envelope by enabling you instant access to your money when you need it (even the invested part!).
The company was founded in 2019 and headquartered in Boston, Massachusetts.. .
CauseEDU
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CauseEDU is a crowdfunding and college financial literacy platform.
Edelman Financial Engines
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Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
SubscriptMe
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Track and discover subscriptions all in one place
Cinch Financial
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Cinch is your personal, always-on, always-loyal CFO. Our goal is to take care of your financial life and manage it for you – holistically, and all in one place.
All the hard, painful stuff most people hate we will handle for you with only your financial health in mind. We do this through our intelligence platform that will drive autonomous personal finance – the software that acts as an always-on fiduciary agent across your entire financial life in one single package and across all your financial accounts.
We use innovative technology and behavioral science to optimize financial decisions of any size – from how much to save each month, to the best path out of credit card debt, to making sure you never overpay for car insurance (or any financial product) ever again. We’re starting with your everyday finances – your debts, savings, day-to-day cash flow, insurance, and large monthly bills – and then turning to your big goals like buying a home, large future expenses, and retirement savings.
By starting with the “today” money decisions, the future begins to take care of itself. And we will be there as your life, and all the financial products out there, change.
Technology has made it so that you can manage your entire life between 5-6 apps on your phone, but personal finance hasn’t caught up. That’s where Cinch comes in – it’s a comprehensive, holistic, and totally unbiased platform that has only your financial health in mind..
Mechanic Advisor
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Founded in 2006, Mechanic Advisor is both the largest online database of automotive mechanics in the US and creator of the Mechanic Advisor Connection Key, a car dongle that connects to your car’s onboard diagnostics, delivering real-time data to the Mechanic Advisor app on your phone. This product now takes the worry and confusion out of car warnings such as the check engine light, and delivers a diagnosis, severity number and solution in terms for the layperson.
We also connect the app, and the problems the app detects to our listing of over 500,000 ASE certified mechanics to take your car into if necessary. Our listings include detailed mechanic profiles, customer reviews and original automotive and mechanic-related content.
As well, we include the hours of operation, contact information and hourly labor rates. Mechanics and shop owners can update their information in our database by claiming or adding their shop page or boosting their visibility with premium featured listings..
AgeUp
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AgeUp helps adults support their parents or other loved ones by filling in the financial gaps. AgeUp also lets baby boomers help themselves be financially prepared for a long and healthy life.
AgeUp is an innovative longevity annuity that helps people be ready for the best-case scenario.. .
Global Association of Economics Education
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A global, recognized 501(c)(3) nonprofit organization that advocates for the empowerment of economics, finance and entrepreneurship.
Stock Market Sensei
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Machine learning powered financial analysis giving meaningful insights to investors
CreditSage
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CreditSage is a financial company that offers free credit scores to customers and businesses. we also have our own credit repair/rebuilding method based on utilization tradelines.
CreditSage offer Debt Consolidation/Budgeting tools to help customers become more financially smarter via our software solutions, our software services Real Estate businesses by budget verifying their customers. CreditSage primary credit repairing service is the most effective way of repairing your credit in the market as we add users to authorizers credit, helping their score go up by 30 percent over 6 months to 1 year period..
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