Company lists · Data refreshed October 2026

Top 21 Employee-owned financial services based in Boston, United States

Name: Employee-owned financial services based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 42 companies tracked

RevenueBase identified 42 company matches for employee-owned financial services associated with Boston, United States as of October 2026 and tracks 85,786 professional contacts across them, including 46,468 with verified work emails. Across the United States, New York is the largest hub for this category (168 companies); Boston has 42.

This list covers company matches for employee-owned financial services 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 12, 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 12, 2026 How this list was built

42Companies

85,786Contacts tracked

46,468Verified emails

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The 21 largest employee-owned financial services based in Boston, United States

Ranked by team size

Top 21 of 42 company matches for employee-owned financial services based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	10001+	84,012 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	501-1,000	504 contacts →
	Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Moors & Cabot	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
4	Congress Asset Management	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	51-200	107 contacts →
	Exact match “Congress Asset Management is a privately owned investment management firm based in Boston, MA.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Cantella	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	51-200	50 contacts →
	Exact match “At Cantella, we're more than just a branch office.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	51-200	24 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Penobscot Investment Management Company, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	14 contacts →
	Exact match “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Boston Financial Management, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
9	Clarendon Private	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	8 contacts →
	Exact match “Clarendon Private is a Boston-based investment and wealth management company.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Marathon Financial Group	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Marathon Financial Group is a high-touch financial planning and wealth management firm serving busy, high-earning professionals and retirees who value highly strategic and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Fiduciary Wealth Partners	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Fiduciary Wealth Partners is a 100% employee owned firm that serves clients in a transparent, fiduciary manner.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	NBW Capital LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “At NBW Capital, we are focused on delivering superior returns and helping you design a plan to achieve your financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	The Wartosky Group, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “At the Wartosky Group, clients come first.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Arthur W. Wood Company INC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “For over 125 years, our firm has been continuously operating in Boston Our dedication to providing high quality financial services dates back to the turn of the 20th century in…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Bolvin Wealth Management Group	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Bolvin Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Charter Capital Management, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Investment management services” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Bannockburn Capital LTD	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “Bannockburn brings a traditional philosophy to its contemporary methodology.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Archer BAY Capital	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “After more than twenty-five years managing portfolios for pensions, banks and a large insurance company, Terri Campbell started Archer Bay Capital to offer personalized financial…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Collingwood Wealth Management	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	11-50	1 contacts →
	Exact match “Collingwood Wealth Management is an investment management company based out of 90 Canal Street Suite 400, Boston MA 02114” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Paceline Wealth Management, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Paceline Wealth Management is an investment advisor serving the Boston area that works with technology professionals and executives, entrepreneurs, and those seeking financial…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Deep Creek Advisors, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “Deep Creek Advisors is a full-service wealth, planning, and investment management firm specializing in high-touch care in protecting and leveraging assets for professionals…” Recorded in the RevenueBase company graph · Oct 12, 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 “employee-owned financial services”. 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 21 of 42 employee-owned financial services based in Boston, United States

See the full list, filter by size, metro and specialty, and access 46,468 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Employee-owned financial services based in Boston, United States at a glance

As of Oct 12, 2026

54.2%Verified-email coverage

2042.5Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

10001+

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 42 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 “employee-owned financial services” 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 46,468 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 12, 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.

Employee-owned financial services 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 “employee-owned financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many employee-owned financial services are there based in Boston, United States?

RevenueBase identified 42 company matches for employee-owned financial services 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?

Fidelity Investments 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 employee-owned financial services?

New York leads the United States with 168 company records, followed by Dallas (80) and Atlanta (69). Boston has 42.

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 46,468 professional contacts with verified work emails tracked across these 42 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 12, 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.