Company lists · Data refreshed September 2026
Top 13 Personal finance companies based in Boston, United States
RevenueBase identified 27 company matches for personal finance companies associated with Boston, United States as of September 2026 and tracks 525 professional contacts across them, including 86 with verified work emails. Across the United States, New York is the largest hub for this category (71 companies); Boston has 27.
This list covers company matches for personal finance 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 19, 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 13 largest personal finance companies based in Boston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 123 contacts → | ||||
Exact match “Origin is your personal AI financial advisor.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 43 contacts → | ||||
Exact match “For years, we've helped families and businesses across Boston reach their financial goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 24 contacts → | ||||
Exact match “Experience.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 7 contacts → | ||||
Exact match “Marathon Financial Group is a high-touch financial planning and wealth management firm serving busy, high-earning professionals and retirees who value highly strategic and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match “Wealth is in the details.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 5 contacts → | ||||
Exact match “Fully Online, Deeply Human, True Fee-Only Financial Planning We are here to come alongside anybody, at any stage of life, who wants to take a more intentional approach to their…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “Bolvin Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 3 contacts → | ||||
Exact match “Beyond Your Hammock specializes in providing financial planning and investment management for professionals in their 30s and 40s.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 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 19, 2026 · View company records in RevenueBase | |||||
| 11 | 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 19, 2026 · View company records in RevenueBase | |||||
| 12 | 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 19, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “Helping driven individuals optimize their financial landscape.” Recorded in the RevenueBase company graph · Sep 19, 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 “personal finance 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 13 of 27 personal finance companies based in Boston, United States
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Personal finance companies based in Boston, United States at a glance
As of Sep 19, 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 27 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 “personal finance 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 86 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 19, 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.
Personal finance companies by metro in the United States
- Personal finance companies in New York71
- Personal finance companies in Atlanta52
- Personal finance companies in Dallas38
- Personal finance companies in Charlotte35
- Personal finance companies in Houston35
- Personal finance companies in Chicago32
- Personal finance companies in San Diego31
- Personal finance companies in Denver30
- Personal finance companies in San Francisco30
- Personal finance companies in Austin27
- Personal finance companies in Scottsdale27
- Personal finance companies in Los Angeles25
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 “personal finance companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal finance companies are there based in Boston, United States?
RevenueBase identified 27 company matches for personal finance 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?
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 personal finance companies?
New York leads the United States with 71 company records, followed by Atlanta (52) and Dallas (38). Boston has 27.
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 86 professional contacts with verified work emails tracked across these 27 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 27 personal finance companies based in Boston, United States. Start with a free account, no credit card.
Download this list →Related lists
Personal finance companies by geography
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- Personal finance companies based in Chicago, United States
- Personal finance companies based in Dallas, United States
- Personal finance companies based in Denver, United States
- Personal finance companies based in Houston, United States
- Personal finance companies based in Los Angeles, United States
- Personal finance companies based in New York, United States
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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- New lists
- Personal finance companies based in Bangalore, India
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Company intelligence · public preview
Top 13 personal finance 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 27 matching company records for personal finance companies based in Boston, United States, with 525 tracked contacts and 86 verified work emails.
This public preview shows 13 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 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 13 personal finance 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 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Northwestern Mutual Bostonnorthwesternmutual.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 43 contacts → |
“For years, we've helped families and businesses across Boston reach their financial goals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Penobscot Investment Management Company, INCpimboston.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 14 contacts → |
“Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Marathon Financial Groupmeetmarathon.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 7 contacts → |
“Marathon Financial Group is a high-touch financial planning and wealth management firm serving busy, high-earning professionals and retirees who value highly strategic and…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Raskin Planning Groupraskinplanning.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 6 contacts → |
“Wealth is in the details.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Compass Planning Associates INCcompassplanning.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 5 contacts → |
“Fully Online, Deeply Human, True Fee-Only Financial Planning We are here to come alongside anybody, at any stage of life, who wants to take a more intentional approach to their…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Bolvin Wealth Management Groupbolvinwealth.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 5 contacts → |
“Bolvin Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Beyond Your Hammockbeyondyourhammock.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“Beyond Your Hammock specializes in providing financial planning and investment management for professionals in their 30s and 40s.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Norfleet Advisory At Cetera Wealth Services, LLCnorfleetadvisory.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 1 contacts → |
“Helping driven individuals optimize their financial landscape.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 13 of 27 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Personal finance companies: dataset insights
September 19, 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
27 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 27 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 19, 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 ↗
Personal finance companies by metro in the United States
- Personal finance companies in New York71
- Personal finance companies in Atlanta52
- Personal finance companies in Dallas38
- Personal finance companies in Charlotte35
- Personal finance companies in Houston35
- Personal finance companies in Chicago32
- Personal finance companies in San Diego31
- Personal finance companies in Denver30
- Personal finance companies in San Francisco30
- Personal finance companies in Austin27
- Personal finance companies in Scottsdale27
- Personal finance companies in Los Angeles25
Questions about this company list
What does Exact match mean for personal finance 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 personal finance companies did RevenueBase find based in Boston, United States?
The saved snapshot records 27 matching company records, 525 tracked contacts and 86 verified emails. The public preview displays 13 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 19, 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
Personal finance companies by geography
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Charlotte, United States
- Personal finance companies based in Chicago, United States
- Personal finance companies based in Dallas, United States
- Personal finance companies based in Denver, United States
- Personal finance companies based in Houston, United States
- Personal finance companies based in Los Angeles, United States
- Personal finance companies based in New York, United States
Cite this list
RevenueBase Data Team. Top 13 personal finance companies based in Boston, United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/personal-finance-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
- Personal finance companies based in Bangalore, India
- Personal finance companies based in Mumbai, India
- Personal finance companies based in Pune, India
- Personal finance companies based in Atlanta, United States
- Personal finance companies based in Austin, United States
- Personal finance companies based in Charlotte, United States
Company intelligence · public preview
Top 13 personal finance companies based in Boston, United States
RevenueBase records 27 matching company records for personal finance companies based in Boston, United States, with 525 tracked contacts and 86 verified work emails.
This public preview shows 13 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 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 13 personal finance 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 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Northwestern Mutual Bostonnorthwesternmutual.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 43 contacts → |
“For years, we've helped families and businesses across Boston reach their financial goals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Penobscot Investment Management Company, INCpimboston.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 14 contacts → |
“Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Marathon Financial Groupmeetmarathon.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 7 contacts → |
“Marathon Financial Group is a high-touch financial planning and wealth management firm serving busy, high-earning professionals and retirees who value highly strategic and…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Raskin Planning Groupraskinplanning.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 6 contacts → |
“Wealth is in the details.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Compass Planning Associates INCcompassplanning.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 5 contacts → |
“Fully Online, Deeply Human, True Fee-Only Financial Planning We are here to come alongside anybody, at any stage of life, who wants to take a more intentional approach to their…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Bolvin Wealth Management Groupbolvinwealth.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 5 contacts → |
“Bolvin Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Beyond Your Hammockbeyondyourhammock.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“Beyond Your Hammock specializes in providing financial planning and investment management for professionals in their 30s and 40s.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Norfleet Advisory At Cetera Wealth Services, LLCnorfleetadvisory.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 1 contacts → |
“Helping driven individuals optimize their financial landscape.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 13 of 27 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Personal finance companies: dataset insights
September 19, 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
27 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 27 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 19, 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 ↗
Personal finance companies by metro in the United States
- Personal finance companies in New York71
- Personal finance companies in Atlanta52
- Personal finance companies in Dallas38
- Personal finance companies in Charlotte35
- Personal finance companies in Houston35
- Personal finance companies in Chicago32
- Personal finance companies in San Diego31
- Personal finance companies in Denver30
- Personal finance companies in San Francisco30
- Personal finance companies in Austin27
- Personal finance companies in Scottsdale27
- Personal finance companies in Los Angeles25
Questions about this company list
What does Exact match mean for personal finance 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 personal finance companies did RevenueBase find based in Boston, United States?
The saved snapshot records 27 matching company records, 525 tracked contacts and 86 verified emails. The public preview displays 13 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 19, 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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Personal finance companies by geography
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Cite this list
RevenueBase Data Team. Top 13 personal finance companies based in Boston, United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/personal-finance-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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