Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 61 companies tracked

RevenueBase identified 61 digital wealth management platforms headquartered in Boston, United States as of September 2026 and tracks 1,781 professional contacts across them, including 839 with verified work emails. Across the United States, New York is the largest hub for this category (198 companies); Boston has 61.

This list covers digital wealth management platforms headquartered in Boston, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

61Companies

1,781Contacts tracked

839Verified emails

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

Ranked by team size

Top 25 of 61 digital wealth management platforms based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to digital wealth management platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Eaton Vance	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	501-1,000	517 contacts →
	Partial evidence “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Source: RevenueBase Database · checked Sep 28, 2026
2	Moors & Cabot	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	209 contacts →
	Indirect evidence “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Source: RevenueBase Database · checked Sep 28, 2026
3	Fintrx	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	159 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
4	Loring, Wolcott & Coolidge Trust, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	100 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
5	Appleton Partners, INC	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	65 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
6	Crestwood Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	63 contacts →
	Partial evidence “Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Source: RevenueBase Database · checked Sep 28, 2026
7	Smartleaf	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	50 contacts →
	Indirect evidence “Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Source: RevenueBase Database · checked Sep 28, 2026
8	Circleblack	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Strong evidence “CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform.” Source: RevenueBase Database · checked Sep 28, 2026
9	Shepherd Kaplan Krochuk, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	32 contacts →
	Strong evidence “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Source: RevenueBase Database · checked Sep 28, 2026
10	Civic Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	28 contacts →
	Partial evidence “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Source: RevenueBase Database · checked Sep 28, 2026
11	Catchlight	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
12	Willow	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	25 contacts →
	Strong evidence “Willow (trustwillow.com) is the leading wealthtech platform powering advisors and firms acquisition, growth, and retention with tomorrow's investors.” Source: RevenueBase Database · checked Sep 28, 2026
13	Winslow, Evans & Crocker, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	24 contacts →
	Indirect evidence “Experience.” Source: RevenueBase Database · checked Sep 28, 2026
14	Adaptive Investment Solutions, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
15	Stackwell	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Strong evidence “Stackwell is an innovative fintech platform dedicated to increasing financial wellness and asset ownership among multicultural emerging wealth builders.” Source: RevenueBase Database · checked Sep 28, 2026
16	Claro Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect evidence “Claro Advisors, LLC.("Claro") is an independent, fee-only, Registered Investment Advisor with the U.S.” Source: RevenueBase Database · checked Sep 28, 2026
17	NDVR	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	15 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
18	Penobscot Investment Management Company, INC	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Source: RevenueBase Database · checked Sep 28, 2026
19	Moody, Lynn, Lieberson & Walker, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families.” Source: RevenueBase Database · checked Sep 28, 2026
20	Hoopoe Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “We strive to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to…” Source: RevenueBase Database · checked Sep 28, 2026
21	Boston Financial Management, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “We dedicate ourselves to wealth management for individuals, their families and endowments.” Source: RevenueBase Database · checked Sep 28, 2026
22	Blueleaf Wealth	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “Modular wealth management platform for Advisors who love their clients and want their clients to love them back.” Source: RevenueBase Database · checked Sep 28, 2026
23	Purefi Wealth	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “PUREfi Wealth provides comprehensive multi-generational wealth planning, investment management, and advisory services to individuals, families, and businesses through teams of…” Source: RevenueBase Database · checked Sep 28, 2026
24	RTS Private Wealth	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Source: RevenueBase Database · checked Sep 28, 2026
25	Clarendon Private	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong evidence “Clarendon Private is a Boston-based investment and wealth management company.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: digital wealth management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names digital wealth management platforms.
Partial evidence: Its own public description names part of digital wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name digital wealth management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 61 digital wealth management platforms based in Boston, United States

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

As of Sep 28, 2026

47.1%Verified-email coverage

29.2Average contacts per company

11-50Median size (employees)

Sep 28, 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 61 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among digital wealth management platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Boston, United States whose own description of what they do matches “digital wealth management platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names digital wealth management platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among digital wealth management platforms, and records with no verified work email. Companies headquartered outside Boston are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 839 across the full list. 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 September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Digital wealth management platforms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names digital wealth management platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 61 digital wealth management platforms headquartered in Boston, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Eaton Vance, headquartered in Boston, tops this list with the largest team on record.

Which city in the United States has the most digital wealth management platforms?

New York leads the United States with 198 headquartered companies, followed by San Francisco (90) and Atlanta (84). Boston has 61.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 839 verified decision-maker contacts tracked across these 61 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 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 Smart Search, 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.