Company lists · Data refreshed September 2026

Top 20 Nonprofit financial advisory companies based in Boston, United States

RevenueBase identified 37 nonprofit financial advisory companies headquartered in Boston, United States as of September 2026 and tracks 468 professional contacts across them, including 95 with verified work emails. New York is the largest hub.

This list covers nonprofit financial advisory companies 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 20, 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 20, 2026 86% judged on-target in blind review
37Companies
468Contacts tracked
95Verified emails
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The 20 largest nonprofit financial advisory companies based in Boston, United States

Ranked by team size
Top 20 of 37 nonprofit financial advisory companies based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit financial advisory companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-5049 contacts →

Indirect evidence

“Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-5027 contacts →

Partial evidence

“Acumen Financial Advantage is the financial performance partner of choice for mission-driven organizations specializing in optimizing programs that attract and retain top talent…”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-5027 contacts →

Partial evidence

“Built on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement…”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-5027 contacts →

Partial evidence

“TDC is a nonprofit management consulting and research firm that works across the nonprofit sector.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-5014 contacts →

Indirect evidence

“Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-108 contacts →

Partial evidence

“Helping Create Your Financial Plan.”

Source: RevenueBase Database · checked Sep 20, 2026
7Strong evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-107 contacts →

Strong evidence

“Timbuktu Capital Management, LLC is an investment advisory company that helps individuals and small businesses reach their financial goals.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“Nubian Square Investment Advisors is an independent wealth management and investment consulting firm based in Massachusetts.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Wealth is in the details.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“With combined experience of over 50 years in advising non-profit, for profit, public and quasi-public organizations, KJP Partners provides comprehensive services to assist clients…”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“We provide accounting and finance management services to nonprofit organizations.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Harborside Advisory is an accounting advisory firm that specializes in providing clients with accounting consulting services and assisting with full-time placement needs.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceBoston, NH, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Morelli Associates specializes in Non-Profit Business Consulting and Strategic Coaching for Staff and Board Leadership focused on Margin for Mission while eliminating…”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“P2 Advisors LLC is a mission-driven consulting firm helping clients maximize purpose and profit by providing strategic, financial, and investment advisory services.”

Source: RevenueBase Database · checked Sep 20, 2026
17Strong evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“Partnering with nonprofit organizations and small businesses and their leaders to provide the financial expertise and guidance essential for their long-term success.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 202611-501 contacts →

Indirect evidence

“Collingwood Wealth Management is an investment management company based out of 90 Canal Street Suite 400, Boston MA 02114”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceBoston, MA, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“At Ceogi Capital Group LLC, our mission is to transform financial futures and empower individuals, businesses, and organizations to achieve their fullest potential.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 20 of 37 nonprofit financial advisory companies based in Boston, United States

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Nonprofit financial advisory companies based in Boston, United States at a glance

As of Sep 20, 2026
20.3%Verified-email coverage
12.6Average contacts per company
1-10Median size (employees)
335.1%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
9
201-500
1

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 37 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 nonprofit financial advisory companies, 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 “nonprofit financial advisory companies”. 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 nonprofit financial advisory companies), 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 nonprofit financial advisory companies, 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, 95 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 20, 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.

Nonprofit financial advisory companies 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 nonprofit financial advisory companies, 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 nonprofit financial advisory companies are there based in Boston, United States?

RevenueBase identified 37 nonprofit financial advisory companies 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?

Versailles Group, LTD, headquartered in Boston, tops this list with the largest team on record.

Which city has the most nonprofit financial advisory companies?

New York leads with 124 headquartered companies, followed by Chicago (83) and Atlanta (72).

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 95 verified decision-maker contacts tracked across these 37 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 20, 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.