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 goal based wealth management platforms headquartered in 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 (152 companies); Boston has 48.

This list covers goal based wealth management platforms headquartered in Boston, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

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 goal based wealth management platforms based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to goal based wealth management platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Origin	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	123 contacts →
	Indirect evidence “Origin is your personal AI financial advisor.” Source: RevenueBase Database · checked Sep 28, 2026
2	55ip	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	102 contacts →
	Indirect evidence “55ip is a financial technology company purpose-built to break down barriers to financial progress.” Source: RevenueBase Database · checked Sep 28, 2026
3	Loring, Wolcott & Coolidge Trust, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	100 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
4	Appleton Partners, INC	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	65 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
5	Crestwood Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	63 contacts →
	Partial evidence “Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Source: RevenueBase Database · checked Sep 28, 2026
6	Smartleaf	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	50 contacts →
	Indirect evidence “Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Source: RevenueBase Database · checked Sep 28, 2026
7	Keenan Financial	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	36 contacts →
	Strong evidence “At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.” Source: RevenueBase Database · checked Sep 28, 2026
8	Circleblack	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Strong evidence “CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform.” Source: RevenueBase Database · checked Sep 28, 2026
9	Choate Wealth	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
10	Adaptive Investment Solutions, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
11	Stackwell	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Strong evidence “Stackwell is an innovative fintech platform dedicated to increasing financial wellness and asset ownership among multicultural emerging wealth builders.” Source: RevenueBase Database · checked Sep 28, 2026
12	NDVR	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	15 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
13	Moody, Lynn, Lieberson & Walker, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families.” Source: RevenueBase Database · checked Sep 28, 2026
14	Blueleaf Wealth	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “Modular wealth management platform for Advisors who love their clients and want their clients to love them back.” Source: RevenueBase Database · checked Sep 28, 2026
15	Legacy Financial Group Northwestern Mutual	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Source: RevenueBase Database · checked Sep 28, 2026
16	RTS Private Wealth	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Source: RevenueBase Database · checked Sep 28, 2026
17	Shepherd Kaplan LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	9 contacts →
	Strong evidence “Shepherd Kaplan, LLC is now the wealth management division of Shepherd Kaplan Krochuk, LLC, serving individuals, family offices, and institutions.” Source: RevenueBase Database · checked Sep 28, 2026
18	Cap8	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Software platform for building and managing ETF-based investment portfolios.” Source: RevenueBase Database · checked Sep 28, 2026
19	Riverview Capital Advisers, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
20	Windsor Private Wealth, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “At Windsor Private Wealth, we specialize in providing personalized wealth management and concierge services tailored to the unique needs of each client.” Source: RevenueBase Database · checked Sep 28, 2026
21	Nubian Square Investment Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Nubian Square Investment Advisors is an independent wealth management and investment consulting firm based in Massachusetts.” Source: RevenueBase Database · checked Sep 28, 2026
22	NBW Capital LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “At NBW Capital, we are focused on delivering superior returns and helping you design a plan to achieve your financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
23	Nebo Wealth	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Nebo Wealth is a platform for: • Goals-based investing • Delivering personalized portfolio construction • Powered by award-winning wealth optimization It’s how advisory firms: •…” Source: RevenueBase Database · checked Sep 28, 2026
24	Generation Capital Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
25	Entrustody	Indirect evidence	Boston, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “Entrustody represents freedom.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: goal based wealth management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names goal based wealth management platforms.
Partial evidence: Its own public description names part of goal based wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal based wealth management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among goal based wealth management platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Boston, United States whose own description of what they do matches “goal based wealth management platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names goal based wealth management platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among goal based wealth management platforms, and records with no verified work email. Companies headquartered outside Boston are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 450 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Goal based wealth management platforms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names goal based wealth management platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 48 goal based wealth management platforms headquartered in Boston, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Origin, headquartered in Boston, tops this list with the largest team on record.

Which city in the United States has the most goal based wealth management platforms?

New York leads the United States with 152 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 450 verified decision-maker contacts tracked across these 48 companies.

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 Smart Search, 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.