Company lists · Data refreshed October 2026

Top 25 Crypto wealth management firms based in Boston, United States

Name: Crypto wealth management firms based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 34 companies tracked

RevenueBase identified 34 company matches for crypto wealth management firms associated with Boston, United States as of October 2026 and tracks 1,097 professional contacts across them, including 730 with verified work emails. Across the United States, New York is the largest hub for this category (159 companies); Boston has 34.

This list covers company matches for crypto wealth management firms associated with Boston, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 11, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 11, 2026 How this list was built

34Companies

1,097Contacts tracked

730Verified emails

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The 25 largest crypto wealth management firms based in Boston, United States

Ranked by team size

Top 25 of 34 company matches for crypto wealth management firms based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	SCS	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	51-200	247 contacts →
	Exact match “At SCS, our purpose is to transform wealth into possibility.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Fiduciary Trust Company	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	51-200	180 contacts →
	Exact match “Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	CW Advisors	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	51-200	156 contacts →
	Exact match “CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Loring, Wolcott & Coolidge Trust, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	51-200	103 contacts →
	Exact match “At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Appleton Partners, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	51-200	66 contacts →
	Exact match “As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Welch & Forbes LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	51-200	58 contacts →
	Exact match “Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	Twinfocus	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	11-50	46 contacts →
	Exact match “TwinFocus is a premier boutique multifamily office and private investment firm for global ultra-high net worth accomplished investors, entrepreneurs, their families and other…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Woodstock Corporation	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	11-50	34 contacts →
	Exact match “Woodstock Corporation is a privately-owned wealth management firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Shepherd Kaplan Krochuk, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	51-200	32 contacts →
	Exact match “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Keenan Financial	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	11-50	28 contacts →
	Exact match “At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	The Colony Group	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	201-500	27 contacts →
	Exact match “The Colony Group is the smart choice for building, managing and preserving your wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Moody, Lynn, Lieberson & Walker, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	11-50	13 contacts →
	Exact match “Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Blueleaf Wealth	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	11-50	13 contacts →
	Exact match “Modular wealth management platform for Advisors who love their clients and want their clients to love them back.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Shepherd Kaplan LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	51-200	11 contacts →
	Exact match “Shepherd Kaplan, LLC is now the wealth management division of Shepherd Kaplan Krochuk, LLC, serving individuals, family offices, and institutions.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	RTS Private Wealth	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	1-10	9 contacts →
	Exact match “RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Windhaven Investment Management, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	11-50	9 contacts →
	Exact match “Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Riverview Capital Advisers, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	1-10	8 contacts →
	Exact match “In 2006, Riverview Capital Advisers was established to meet the investment and wealth management needs of a select group of high net worth families, professionals and business…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Munroe Morrow Wealth Management	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	1-10	8 contacts →
	Exact match “Our team has over 50 years of collective experience and we are dedicated to the highest level of personalized service.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	Windsor Private Wealth, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	1-10	7 contacts →
	Exact match “At Windsor Private Wealth, we specialize in providing personalized wealth management and concierge services tailored to the unique needs of each client.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Generation Capital Advisors	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	11-50	6 contacts →
	Exact match “At Generation Capital Advisors, we are your trusted partner in personalized wealth management, dedicated to working to preserve and grow your family's financial future with…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Avail Investment Partners	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “OUR MISSION Portfolios with Purpose Avail seeks to grow clients’ wealth through thoughtful planning and by using our institutional experience to build portfolios designed to…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	Freedom Trail Financial, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “What does “financial independence” mean to you?” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
23	The Wartosky Group, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “At the Wartosky Group, clients come first.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
24	Vector Private Wealth Management LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “Vector Capital is a private wealth management firm founded in 2016 and located in Boston, Massachusetts.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	Encore Investment Advisors, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Encore Investment Advisors (EIA) is a boutique independent wealth management firm launched in 2021.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “crypto wealth management firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 34 crypto wealth management firms based in Boston, United States

See the full list, filter by size, metro and specialty, and access 730 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Crypto wealth management firms based in Boston, United States at a glance

As of Oct 11, 2026

66.5%Verified-email coverage

32.3Average contacts per company

1-10Median size (employees)

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 34 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Boston, United States whose business descriptions match “crypto wealth management firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 730 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on October 11, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Crypto wealth management firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “crypto wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many crypto wealth management firms are there based in Boston, United States?

RevenueBase identified 34 company matches for crypto wealth management firms associated with Boston, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

SCS tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most crypto wealth management firms?

New York leads the United States with 159 company records, followed by San Francisco (55) and Chicago (42). Boston has 34.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 730 professional contacts with verified work emails tracked across these 34 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 11, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.