Company lists · Data refreshed September 2026
Top 18 Fintech wealth management companies based in Boston, United States
RevenueBase identified 28 company matches for fintech wealth management companies associated with Boston, United States as of September 2026 and tracks 592 professional contacts across them, including 246 with verified work emails. Across the United States, New York is the largest hub for this category (123 companies); Boston has 28.
This list covers company matches for fintech wealth management companies 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 28, 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 wealth management companies based in Boston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 159 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 123 contacts → | ||||
Exact match “Origin is your personal AI financial advisor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 71 contacts → | ||||
Exact match “For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 50 contacts → | ||||
Exact match “Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 26 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 24 contacts → | ||||
Exact match “Experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 22 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 20 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match “The only investment bank focused exclusively on WealthTech.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 10 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Software platform for building and managing ETF-based investment portfolios.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Nebo Wealth is a platform for: • Goals-based investing • Delivering personalized portfolio construction • Powered by award-winning wealth optimization It’s how advisory firms: •…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Vector Capital is a private wealth management firm founded in 2016 and located in Boston, Massachusetts.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “OUR MISSION Portfolios with Purpose Avail seeks to grow clients’ wealth through thoughtful planning and by using our institutional experience to build portfolios designed to…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 3 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “WealthTech on Deck is for innovators, disruptors, builders, and executives who want to learn what the best and brightest are thinking and delivering in the wealth and asset…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “WE BUILD FINANCIAL SUCCESS Abbilon is a registered investment adviser with a simple mission: To help everyone achieve financial independence.” Recorded in the RevenueBase company graph · Sep 28, 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 wealth management companies”. 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 28 fintech wealth management companies based in Boston, United States
See the full list, filter by size, metro and specialty, and access 246 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fintech wealth management companies based in Boston, United States at a glance
As of Sep 28, 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 28 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 wealth management companies” 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 246 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 28, 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 wealth management companies 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 “fintech wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fintech wealth management companies are there based in Boston, United States?
RevenueBase identified 28 company matches for fintech wealth management companies 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?
Fintrx 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 wealth management companies?
New York leads the United States with 123 company records, followed by San Francisco (60) and Boston (28).
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 246 professional contacts with verified work emails tracked across these 28 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 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 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.
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Company intelligence · public preview
Top 18 fintech wealth management companies 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 28 matching company records for fintech wealth management companies based in Boston, United States, with 592 tracked contacts and 246 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: September 28, 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 wealth management companies 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 |  Fintrxfintrx.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 159 contacts → |
“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 description excerpt · September 28, 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 | 123 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Cerulli Associatescerulli.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 71 contacts → |
“For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Smartleafsmartleaf.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 50 contacts → |
“Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Catchlightcatchlight.aiHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 26 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Winslow, Evans & Crocker, INCwinslowevanscrocker.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 24 contacts → |
“Experience.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Adaptive Investment Solutions, LLCadaptive-investments.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 22 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Stackwellstackwellcapital.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 20 contacts → |
“Stackwell is an innovative fintech platform dedicated to increasing financial wellness and asset ownership among multicultural emerging wealth builders.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wealthtech Strategy Partnerswealthtechstrategy.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 13 contacts → |
“The only investment bank focused exclusively on WealthTech.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Blueleaf Wealthblueleaf.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 10 contacts → |
“Modular wealth management platform for Advisors who love their clients and want their clients to love them back.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cap8cap-8.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 8 contacts → |
“Software platform for building and managing ETF-based investment portfolios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Nebo Wealthnebowealth.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 5 contacts → |
“Nebo Wealth is a platform for: • Goals-based investing • Delivering personalized portfolio construction • Powered by award-winning wealth optimization It’s how advisory firms: •…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Vector Private Wealth Management LLCvectorpwm.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 4 contacts → |
“Vector Capital is a private wealth management firm founded in 2016 and located in Boston, Massachusetts.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Avail Investment Partnersavailinvest.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“OUR MISSION Portfolios with Purpose Avail seeks to grow clients’ wealth through thoughtful planning and by using our institutional experience to build portfolios designed to…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Archer BAY Capitalarcherbaycapital.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Collingwood Wealth Managementcollingwoodwealth.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 1 contacts → |
“Collingwood Wealth Management is an investment management company based out of 90 Canal Street Suite 400, Boston MA 02114” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Wealthtech On Deckwealthtechondeck.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 1 contacts → |
“WealthTech on Deck is for innovators, disruptors, builders, and executives who want to learn what the best and brightest are thinking and delivering in the wealth and asset…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Abbilon Investmentsabbilon.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 1 contacts → |
“WE BUILD FINANCIAL SUCCESS Abbilon is a registered investment adviser with a simple mission: To help everyone achieve financial independence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 28 company matches
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Fintech wealth management companies: dataset insights
September 28, 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
28 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 28 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: September 28, 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 wealth management companies by metro in the United States
Questions about this company list
What does Exact match mean for fintech wealth management companies?
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 wealth management companies did RevenueBase find based in Boston, United States?
The saved snapshot records 28 matching company records, 592 tracked contacts and 246 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: September 28, 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 wealth management companies by geography
- Fintech wealth management companies based in Sydney, Australia
- Fintech wealth management companies based in Sao Paulo, Brazil
- Fintech wealth management companies based in Toronto, Canada
- Fintech wealth management companies based in Paris, France
- Fintech wealth management companies based in Ahmedabad, India
- Fintech wealth management companies based in Bangalore, India
- Fintech wealth management companies based in Hyderabad, India
- Fintech wealth management companies based in Mumbai, India
- Fintech wealth management companies based in New Delhi, India
- Fintech wealth management companies based in Pune, India
- Fintech wealth management companies based in Singapore, Singapore
- Fintech wealth management companies based in Madrid, Spain
Cite this list
RevenueBase Data Team. Top 18 fintech wealth management companies based in Boston, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/fintech-wealth-management-companies/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 wealth management companies based in Sydney, Australia
- Fintech wealth management companies based in Sao Paulo, Brazil
- Fintech wealth management companies based in Toronto, Canada
- Fintech wealth management companies based in Paris, France
- Fintech wealth management companies based in Ahmedabad, India
- Fintech wealth management companies based in Bangalore, India
Company intelligence · public preview
Top 18 fintech wealth management companies based in Boston, United States
RevenueBase records 28 matching company records for fintech wealth management companies based in Boston, United States, with 592 tracked contacts and 246 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: September 28, 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 wealth management companies 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 | Fintrxfintrx.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 159 contacts → |
“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 description excerpt · September 28, 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 | 123 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Cerulli Associatescerulli.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 71 contacts → |
“For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Smartleafsmartleaf.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 50 contacts → |
“Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Catchlightcatchlight.ai HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 26 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Winslow, Evans & Crocker, INCwinslowevanscrocker.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 24 contacts → |
“Experience.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Adaptive Investment Solutions, LLCadaptive-investments.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 22 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Stackwellstackwellcapital.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 20 contacts → |
“Stackwell is an innovative fintech platform dedicated to increasing financial wellness and asset ownership among multicultural emerging wealth builders.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wealthtech Strategy Partnerswealthtechstrategy.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 13 contacts → |
“The only investment bank focused exclusively on WealthTech.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Blueleaf Wealthblueleaf.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 10 contacts → |
“Modular wealth management platform for Advisors who love their clients and want their clients to love them back.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cap8cap-8.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 8 contacts → |
“Software platform for building and managing ETF-based investment portfolios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Nebo Wealthnebowealth.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 5 contacts → |
“Nebo Wealth is a platform for: • Goals-based investing • Delivering personalized portfolio construction • Powered by award-winning wealth optimization It’s how advisory firms: •…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Vector Private Wealth Management LLCvectorpwm.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 4 contacts → |
“Vector Capital is a private wealth management firm founded in 2016 and located in Boston, Massachusetts.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Avail Investment Partnersavailinvest.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“OUR MISSION Portfolios with Purpose Avail seeks to grow clients’ wealth through thoughtful planning and by using our institutional experience to build portfolios designed to…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Archer BAY Capitalarcherbaycapital.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Collingwood Wealth Managementcollingwoodwealth.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 1 contacts → |
“Collingwood Wealth Management is an investment management company based out of 90 Canal Street Suite 400, Boston MA 02114” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Wealthtech On Deckwealthtechondeck.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 1 contacts → |
“WealthTech on Deck is for innovators, disruptors, builders, and executives who want to learn what the best and brightest are thinking and delivering in the wealth and asset…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Abbilon Investmentsabbilon.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 1 contacts → |
“WE BUILD FINANCIAL SUCCESS Abbilon is a registered investment adviser with a simple mission: To help everyone achieve financial independence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 28 company matches
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Fintech wealth management companies: dataset insights
September 28, 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
28 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 28 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: September 28, 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 wealth management companies by metro in the United States
Questions about this company list
What does Exact match mean for fintech wealth management companies?
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 wealth management companies did RevenueBase find based in Boston, United States?
The saved snapshot records 28 matching company records, 592 tracked contacts and 246 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: September 28, 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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Cite this list
RevenueBase Data Team. Top 18 fintech wealth management companies based in Boston, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/fintech-wealth-management-companies/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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