Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 48 companies tracked

RevenueBase identified 48 company matches for goal based wealth management platforms associated with Boston, United States as of September 2026 and tracks 971 professional contacts across them, including 450 with verified work emails. Across the United States, New York is the largest hub for this category (163 companies); Boston has 48.

This list covers company matches for goal based wealth management 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 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

48Companies

971Contacts tracked

450Verified emails

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

Ranked by team size

Top 25 of 48 company matches for goal based wealth management platforms based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Origin	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	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
2	55ip	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	102 contacts →
	Exact match “55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Loring, Wolcott & Coolidge Trust, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	100 contacts →
	Exact match “At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Appleton Partners, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	65 contacts →
	Exact match “As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Crestwood Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	63 contacts →
	Exact match “Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Smartleaf	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	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
7	Keenan Financial	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	36 contacts →
	Exact match “At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Circleblack	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	33 contacts →
	Exact match “CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Choate Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	31 contacts →
	Exact match “In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Adaptive Investment Solutions, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	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
11	Stackwell	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	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
12	NDVR	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	15 contacts →
	Exact match “NDVR is a registered investment advisor that builds and manages custom portfolios designed to help our clients optimize their wealth in pursuit of their best life, with…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Moody, Lynn, Lieberson & Walker, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Blueleaf Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	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
15	Legacy Financial Group Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	RTS Private Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Shepherd Kaplan LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	9 contacts →
	Exact match “Shepherd Kaplan, LLC is now the wealth management division of Shepherd Kaplan Krochuk, LLC, serving individuals, family offices, and institutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Cap8	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1-10	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
19	Riverview Capital Advisers, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “In 2006, Riverview Capital Advisers was established to meet the investment and wealth management needs of a select group of high net worth families, professionals and business…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Windsor Private Wealth, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “At Windsor Private Wealth, we specialize in providing personalized wealth management and concierge services tailored to the unique needs of each client.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Nubian Square Investment Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Nubian Square Investment Advisors is an independent wealth management and investment consulting firm based in Massachusetts.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	NBW Capital LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
23	Nebo Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1-10	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
24	Generation Capital Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “At Generation Capital Advisors, we are your trusted partner in personalized wealth management, dedicated to working to preserve and grow your family's financial future with…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Entrustody	Exact match	Boston, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “Entrustody represents freedom.” 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 “goal based wealth management 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 25 of 48 goal based wealth management platforms based in Boston, United States

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

As of Sep 28, 2026

46.3%Verified-email coverage

20.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 48 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 “goal based wealth management 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 450 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.

Goal based wealth management platforms 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 “goal based wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 48 company matches for goal based wealth management platforms 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?

Origin 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 goal based wealth management platforms?

New York leads the United States with 163 company records, followed by San Francisco (71) and Atlanta (68). Boston has 48.

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 450 professional contacts with verified work emails tracked across these 48 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.