Company lists · Data refreshed November 2026
Top 18 Fintech advisory platforms based in Boston, United States
RevenueBase identified 39 company matches for fintech advisory platforms associated with Boston, United States as of November 2026 and tracks 1,626 professional contacts across them, including 743 with verified work emails. Across the United States, New York is the largest hub for this category (257 companies); Boston has 39.
This list covers company matches for fintech advisory platforms 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 November 5, 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.
The 18 largest fintech advisory platforms based in Boston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,006 contacts → | ||||
Exact match “Founded in 1995, ECI is the market leader in end-to-end technology solutions for the financial industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 119 contacts → | ||||
Exact match “Origin is your personal AI financial advisor.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 113 contacts → | ||||
Exact match “At BNT SOFT, we build the digital backbone of tomorrow’s banking and financial systems.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 83 contacts → | ||||
Exact match “Centime is the leading cash management suite that helps fast-growing businesses easily control and manage cash flow.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 55 contacts → | ||||
Exact match “Wellesley Hills Financial LLC is a Boston, New York, Los Angeles, Europe, and London-based investment bank specializing in B2B SaaS, fintech, and payments within the lower-middle…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 43 contacts → | ||||
Exact match “TAPP Engine provides enterprise-grade infrastructure for wealth, brokerage, cash management, and digital assets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 30 contacts → | ||||
Exact match “IMP is a FinTech & RegTech firm.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 21 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 19 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 18 contacts → | ||||
Exact match “Cenotech Solutions is a technology consulting firm passionate about transforming business processes that drive the world’s leading financial services organizations.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “MiKashBoks is a transformational fintech platform augmenting well understood existing community-based financial interactions to build new pathways towards financial inclusion.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “We’re Cloud9 Advisory: A financial advisory firm that works at the intersection of finance and technology.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “We help fintechs manage their stocks treasury.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “I believe that understanding the story behind a business is just as important as the numbers it produces.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “At Clarendon Solutions, we partner with financial services, fintech, and investment firms, including private equity, venture capital, and family offices, to unlock their full…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Banking & Payments Group is a management consulting firm dedicated to serving the banking and payments industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Prosperity Analytics provides strategic consulting services for businesses aspiring to grow and place structure around financial operations.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Financial services platform that helps small businesses get a clear picture of their financial health, receive AI-driven advice, and make smart decisions about growth and exit…” Recorded in the RevenueBase company graph · Nov 5, 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 “fintech advisory platforms”. 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 18 of 39 fintech advisory platforms based in Boston, United States
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Fintech advisory platforms based in Boston, United States at a glance
As of Nov 5, 2026Companies by employee count
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 39 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 “fintech advisory platforms” 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 743 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 November 5, 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.
Fintech advisory platforms by metro in the United States
- Fintech advisory platforms in New York257
- Fintech advisory platforms in San Francisco84
- Fintech advisory platforms in Miami59
- Fintech advisory platforms in Chicago49
- Fintech advisory platforms in Atlanta41
- Fintech advisory platforms in Austin40
- Fintech advisory platforms in Dallas35
- Fintech advisory platforms in Washington32
- Fintech advisory platforms in Los Angeles28
- Fintech advisory platforms in Charlotte25
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 “fintech advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fintech advisory platforms are there based in Boston, United States?
RevenueBase identified 39 company matches for fintech advisory platforms associated with Boston, United States as of November 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?
ECI 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 fintech advisory platforms?
New York leads the United States with 257 company records, followed by San Francisco (84) and Miami (59). Boston has 39.
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 743 professional contacts with verified work emails tracked across these 39 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 39 fintech advisory platforms based in Boston, United States. Start with a free account, no credit card.
Download this list →Related lists
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- Fintech advisory platforms based in Paris, France
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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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Fintech advisory platforms based in Buenos Aires, Argentina
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Company intelligence · public preview
Top 18 fintech advisory platforms based in Boston, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 39 matching company records for fintech advisory platforms based in Boston, United States, with 1,626 tracked contacts and 743 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 fintech advisory platforms based in Boston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  ECIeci.comHQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 1,006 contacts → |
“Founded in 1995, ECI is the market leader in end-to-end technology solutions for the financial industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Originuseorigin.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 119 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  BNT Softbnt-soft.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 113 contacts → |
“At BNT SOFT, we build the digital backbone of tomorrow’s banking and financial systems.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Centime INCcentime.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 83 contacts → |
“Centime is the leading cash management suite that helps fast-growing businesses easily control and manage cash flow.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Wellesley Hills Financial LLCwellesleyhillsfinancial.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 55 contacts → |
“Wellesley Hills Financial LLC is a Boston, New York, Los Angeles, Europe, and London-based investment bank specializing in B2B SaaS, fintech, and payments within the lower-middle…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Tappenginetappengine.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 43 contacts → |
“TAPP Engine provides enterprise-grade infrastructure for wealth, brokerage, cash management, and digital assets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  IMPimpconsults.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 30 contacts → |
“IMP is a FinTech & RegTech firm.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Willowtrustwillow.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 21 contacts → |
“Willow (trustwillow.com) is the leading wealthtech platform powering advisors and firms acquisition, growth, and retention with tomorrow's investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Stackwellstackwellcapital.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 19 contacts → |
“Stackwell is an innovative fintech platform dedicated to increasing financial wellness and asset ownership among multicultural emerging wealth builders.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Cenotech Solutions LLCcenotechsolutions.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 18 contacts → |
“Cenotech Solutions is a technology consulting firm passionate about transforming business processes that drive the world’s leading financial services organizations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Mikashboksmikashboks.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 15 contacts → |
“MiKashBoks is a transformational fintech platform augmenting well understood existing community-based financial interactions to build new pathways towards financial inclusion.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Cloud9 Advisory, INCcloud9advisory.ioHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 9 contacts → |
“We’re Cloud9 Advisory: A financial advisory firm that works at the intersection of finance and technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Sailing Protocolsailingprotocol.orgHQ: Boston, United StatesReported employees: 11-50 | Boston, United States | 11-50 | Exact match | 4 contacts → |
“We help fintechs manage their stocks treasury.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Denice Sakakeeny & Associates LLCdsakakeeny.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“I believe that understanding the story behind a business is just as important as the numbers it produces.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Clarendon Solutionsclarendon-solutions.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 2 contacts → |
“At Clarendon Solutions, we partner with financial services, fintech, and investment firms, including private equity, venture capital, and family offices, to unlock their full…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Banking & Payments Groupbankingandpaymentsgroup.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 1 contacts → |
“Banking & Payments Group is a management consulting firm dedicated to serving the banking and payments industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Prosperity Analyticsprosperityanalytics.comHQ: Boston, United StatesReported employees: 1-10 | Boston, United States | 1-10 | Exact match | 1 contacts → |
“Prosperity Analytics provides strategic consulting services for businesses aspiring to grow and place structure around financial operations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Nomad AIusenomad.aiHQ: Boston, United StatesReported employees: 1-10 | Boston, United States | 1-10 | Exact match | 1 contacts → |
“Financial services platform that helps small businesses get a clear picture of their financial health, receive AI-driven advice, and make smart decisions about growth and exit…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 39 company matches
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Fintech advisory platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
39 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 39 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fintech advisory platforms by metro in the United States
- Fintech advisory platforms in New York257
- Fintech advisory platforms in San Francisco84
- Fintech advisory platforms in Miami59
- Fintech advisory platforms in Chicago49
- Fintech advisory platforms in Atlanta41
- Fintech advisory platforms in Austin40
- Fintech advisory platforms in Dallas35
- Fintech advisory platforms in Washington32
- Fintech advisory platforms in Los Angeles28
- Fintech advisory platforms in Charlotte25
Questions about this company list
What does Exact match mean for fintech advisory platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fintech advisory platforms did RevenueBase find based in Boston, United States?
The saved snapshot records 39 matching company records, 1,626 tracked contacts and 743 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fintech advisory platforms by geography
- Fintech advisory platforms based in Buenos Aires, Argentina
- Fintech advisory platforms based in Melbourne, Australia
- Fintech advisory platforms based in Sydney, Australia
- Fintech advisory platforms based in Sao Paulo, Brazil
- Fintech advisory platforms based in Montreal, Canada
- Fintech advisory platforms based in Toronto, Canada
- Fintech advisory platforms based in Vancouver, Canada
- Fintech advisory platforms based in Limassol, Cyprus
- Fintech advisory platforms based in Cairo, Egypt
- Fintech advisory platforms based in Tallinn, Estonia
- Fintech advisory platforms based in Paris, France
- Fintech advisory platforms based in Berlin, Germany
Cite this list
RevenueBase Data Team. Top 18 fintech advisory platforms based in Boston, United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/fintech-advisory-platforms/united-states/boston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fintech advisory platforms based in Buenos Aires, Argentina
- Fintech advisory platforms based in Melbourne, Australia
- Fintech advisory platforms based in Sydney, Australia
- Fintech advisory platforms based in Sao Paulo, Brazil
- Fintech advisory platforms based in Montreal, Canada
- Fintech advisory platforms based in Toronto, Canada
Company intelligence · public preview
Top 18 fintech advisory platforms based in Boston, United States
RevenueBase records 39 matching company records for fintech advisory platforms based in Boston, United States, with 1,626 tracked contacts and 743 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 fintech advisory platforms based in Boston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | ECIeci.com HQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 1,006 contacts → |
“Founded in 1995, ECI is the market leader in end-to-end technology solutions for the financial industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Originuseorigin.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 119 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | BNT Softbnt-soft.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 113 contacts → |
“At BNT SOFT, we build the digital backbone of tomorrow’s banking and financial systems.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Centime INCcentime.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 83 contacts → |
“Centime is the leading cash management suite that helps fast-growing businesses easily control and manage cash flow.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Wellesley Hills Financial LLCwellesleyhillsfinancial.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 55 contacts → |
“Wellesley Hills Financial LLC is a Boston, New York, Los Angeles, Europe, and London-based investment bank specializing in B2B SaaS, fintech, and payments within the lower-middle…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Tappenginetappengine.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 43 contacts → |
“TAPP Engine provides enterprise-grade infrastructure for wealth, brokerage, cash management, and digital assets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | IMPimpconsults.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 30 contacts → |
“IMP is a FinTech & RegTech firm.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Willowtrustwillow.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 21 contacts → |
“Willow (trustwillow.com) is the leading wealthtech platform powering advisors and firms acquisition, growth, and retention with tomorrow's investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Stackwellstackwellcapital.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 19 contacts → |
“Stackwell is an innovative fintech platform dedicated to increasing financial wellness and asset ownership among multicultural emerging wealth builders.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Cenotech Solutions LLCcenotechsolutions.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 18 contacts → |
“Cenotech Solutions is a technology consulting firm passionate about transforming business processes that drive the world’s leading financial services organizations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Mikashboksmikashboks.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 15 contacts → |
“MiKashBoks is a transformational fintech platform augmenting well understood existing community-based financial interactions to build new pathways towards financial inclusion.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Cloud9 Advisory, INCcloud9advisory.io HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 9 contacts → |
“We’re Cloud9 Advisory: A financial advisory firm that works at the intersection of finance and technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sailing Protocolsailingprotocol.org HQ: Boston, United StatesReported employees: 11-50 | Boston, United States | 11-50 | Exact match | 4 contacts → |
“We help fintechs manage their stocks treasury.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Denice Sakakeeny & Associates LLCdsakakeeny.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“I believe that understanding the story behind a business is just as important as the numbers it produces.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Clarendon Solutionsclarendon-solutions.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 2 contacts → |
“At Clarendon Solutions, we partner with financial services, fintech, and investment firms, including private equity, venture capital, and family offices, to unlock their full…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Banking & Payments Groupbankingandpaymentsgroup.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 1 contacts → |
“Banking & Payments Group is a management consulting firm dedicated to serving the banking and payments industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Prosperity Analyticsprosperityanalytics.com HQ: Boston, United StatesReported employees: 1-10 | Boston, United States | 1-10 | Exact match | 1 contacts → |
“Prosperity Analytics provides strategic consulting services for businesses aspiring to grow and place structure around financial operations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Nomad AIusenomad.ai HQ: Boston, United StatesReported employees: 1-10 | Boston, United States | 1-10 | Exact match | 1 contacts → |
“Financial services platform that helps small businesses get a clear picture of their financial health, receive AI-driven advice, and make smart decisions about growth and exit…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 39 company matches
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Fintech advisory platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
39 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 39 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fintech advisory platforms by metro in the United States
- Fintech advisory platforms in New York257
- Fintech advisory platforms in San Francisco84
- Fintech advisory platforms in Miami59
- Fintech advisory platforms in Chicago49
- Fintech advisory platforms in Atlanta41
- Fintech advisory platforms in Austin40
- Fintech advisory platforms in Dallas35
- Fintech advisory platforms in Washington32
- Fintech advisory platforms in Los Angeles28
- Fintech advisory platforms in Charlotte25
Questions about this company list
What does Exact match mean for fintech advisory platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fintech advisory platforms did RevenueBase find based in Boston, United States?
The saved snapshot records 39 matching company records, 1,626 tracked contacts and 743 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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- Fintech advisory platforms based in Berlin, Germany
Cite this list
RevenueBase Data Team. Top 18 fintech advisory platforms based in Boston, United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/fintech-advisory-platforms/united-states/boston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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