Company lists · Data refreshed September 2026

Top 25 Financial services executives based in Boston, United States

Name: Financial services executives based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 55 companies tracked

RevenueBase identified 55 company matches for financial services executives associated with Boston, United States as of September 2026 and tracks 102,605 professional contacts across them, including 49,254 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Boston has 55.

This list covers company matches for financial services executives 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 September 16, 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 Sep 16, 2026 How this list was built

55Companies

102,605Contacts tracked

49,254Verified emails

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The 25 largest financial services executives based in Boston, United States

Ranked by team size

Top 25 of 55 company matches for financial services executives based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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 Sep 16, 2026	10001+	80,843 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 · Sep 16, 2026 · View company records in RevenueBase
2	Eastern Bank	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,978 contacts →
	Exact match “Founded in 1818, Boston-based Eastern Bank is Greater Boston’s leading local bank and the largest bank-owned independent investment advisor in Massachusetts with approximately 110…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Berkshire Bank	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,031 contacts →
	Exact match “Berkshire Bank is a division of Beacon Bank & Trust, commonly known as Beacon Bank, a subsidiary of Beacon Financial Corporation (NYSE: BBT).” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Eaton Vance	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	501-1,000	517 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 · Sep 16, 2026 · View company records in RevenueBase
5	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	501-1,000	506 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 · Sep 16, 2026 · View company records in RevenueBase
6	Brookline Bank	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	201-500	293 contacts →
	Exact match “Brookline Bank, a division of Beacon Bank & Trust, is a full-service financial institution with convenient locations across Greater Boston and the North Shore.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Cambridge Trust	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1,001-5,000	278 contacts →
	Exact match “Cambridge Trust has merged with Eastern Bank.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Moors & Cabot	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	51-200	209 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 · Sep 16, 2026 · View company records in RevenueBase
9	Radius	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	51-200	48 contacts →
	Exact match “As of 07/14/21 Radius has been rebranded to LendingClub Bank, N.A.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Northwestern Mutual Boston	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	51-200	43 contacts →
	Exact match “For years, we've helped families and businesses across Boston reach their financial goals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	51-200	24 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	1251 Capital Group, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	23 contacts →
	Exact match “1251 Capital Group is a financial services holding company with deep industry operating experience in the asset management and insurance sectors.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Penobscot Investment Management Company, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 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 · Sep 16, 2026 · View company records in RevenueBase
14	Clarendon Private	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	8 contacts →
	Exact match “Clarendon Private is a Boston-based investment and wealth management company.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Marathon Financial Group	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	7 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 · Sep 16, 2026 · View company records in RevenueBase
16	Sconset Wealth Management	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “We provide innovative solutions using world-class insurance services and internationally recognized investment products.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	NBW Capital LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 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 · Sep 16, 2026 · View company records in RevenueBase
18	Bolvin Wealth Management Group	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	5 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 · Sep 16, 2026 · View company records in RevenueBase
19	T. A. Holland & CO	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “T.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Hellman Jordan Management CO	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	3 contacts →
	Exact match “Hellman Jordan Management Co is a financial services company located in Quincy, MA.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Arthur W. Wood Company INC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 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 · Sep 16, 2026 · View company records in RevenueBase
22	Nicholas A. Papakyrikos CPA PC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	2 contacts →
	Exact match “We are the GPS to your Business Success!” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Charter Capital Management, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Investment management services” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	The Wartosky Group, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “At the Wartosky Group, clients come first.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Bannockburn Capital LTD	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Bannockburn brings a traditional philosophy to its contemporary methodology.” Recorded in the RevenueBase company graph · Sep 16, 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 “financial services executives”. 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 55 financial services executives based in Boston, United States

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Financial services executives based in Boston, United States at a glance

As of Sep 16, 2026

48.0%Verified-email coverage

1865.5Average contacts per company

11-50Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 55 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 “financial services executives” 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 49,254 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 September 16, 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.

Financial services executives 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 “financial services executives”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services executives are there based in Boston, United States?

RevenueBase identified 55 company matches for financial services executives associated with Boston, United States as of September 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 financial services executives?

New York leads the United States with 240 company records, followed by Dallas (77) and Houston (65). Boston has 55.

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 49,254 professional contacts with verified work emails tracked across these 55 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 September 16, 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.