Company lists · Data refreshed October 2026

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

Name: Digital 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 70 companies tracked

RevenueBase identified 70 company matches for digital wealth management firms associated with Boston, United States as of October 2026 and tracks 2,246 professional contacts across them, including 1,121 with verified work emails. Across the United States, New York is the largest hub for this category (232 companies); Boston has 70.

This list covers company matches for digital 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

70Companies

2,246Contacts tracked

1,121Verified emails

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

Ranked by team size

Top 25 of 70 company matches for digital 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	Eaton Vance	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	501-1,000	536 contacts →
	Exact match “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	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
3	Moors & Cabot	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	51-200	217 contacts →
	Exact match “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Fintrx	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	51-200	160 contacts →
	Exact match “FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	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
6	Crestwood Advisors	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	51-200	72 contacts →
	Exact match “Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	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
8	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
9	Smartleaf	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	11-50	53 contacts →
	Exact match “Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Circleblack	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	11-50	37 contacts →
	Exact match “CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	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
12	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
13	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
14	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
15	Adaptive Investment Solutions, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	11-50	24 contacts →
	Exact match “Adaptive’s one-of-a-kind mission is to smooth out the ride-and level the playing field-so investors of all sizes can realize financial wellness by staying invested for long-term…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Catchlight	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	11-50	24 contacts →
	Exact match “Catchlight AI is dedicated to helping wealth management firms become more efficient in their outreach, personalize at scale, and increase conversion of leads to new clients.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	51-200	24 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Stackwell	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	11-50	22 contacts →
	Exact match “Stackwell is an innovative fintech platform dedicated to increasing financial wellness and asset ownership among multicultural emerging wealth builders.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	Civic Financial	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	11-50	21 contacts →
	Exact match “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Willow	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	1-10	20 contacts →
	Exact match “Willow (trustwillow.com) is the leading wealthtech platform powering advisors and firms acquisition, growth, and retention with tomorrow's investors.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	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
22	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
23	Wealthtech Strategy Partners	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	1-10	13 contacts →
	Exact match “The only investment bank focused exclusively on WealthTech.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
24	Boston Financial Management, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	11-50	11 contacts →
	Exact match “We dedicate ourselves to wealth management for individuals, their families and endowments.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	NDVR	Exact match	Boston, MA, United StatesHQ recorded Oct 11, 2026	51-200	11 contacts →
	Exact match “NDVR is a registered investment advisor that builds and manages custom portfolios designed to help our clients optimize their wealth in pursuit of their best life, with…” 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 “digital 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 70 digital wealth management firms based in Boston, United States

See the full list, filter by size, metro and specialty, and access 1,121 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 11, 2026

49.9%Verified-email coverage

32.1Average contacts per company

11-50Median size (employees)

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 70 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 “digital 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 1,121 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.

Digital 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 “digital wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 70 company matches for digital 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?

Eaton Vance 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 digital wealth management firms?

New York leads the United States with 232 company records, followed by Atlanta (93) and San Francisco (93). Boston has 70.

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 1,121 professional contacts with verified work emails tracked across these 70 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.