Company lists · Data refreshed September 2026
Top 19 Trust administration firms based in Boston, United States
RevenueBase identified 29 company matches for trust administration firms associated with Boston, United States as of September 2026 and tracks 943 professional contacts across them, including 532 with verified work emails. Across the United States, New York is the largest hub for this category (73 companies); Boston has 29.
This list covers company matches for trust administration firms 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 22, 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 19 largest trust administration firms based in Boston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 506 contacts → | ||||
Exact match “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 174 contacts → | ||||
Exact match “Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 58 contacts → | ||||
Exact match “Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 32 contacts → | ||||
Exact match “Woodstock Corporation is a privately-owned wealth management firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 16 contacts → | ||||
Exact match “J.M.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 15 contacts → | ||||
Exact match “Since our founding in 1977, the Partners of Nichols & Pratt have consistently acted in the finest traditions of Boston private trusteeship; blending service, counsel and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 14 contacts → | ||||
Exact match “The Colony Group is the smart choice for building, managing and preserving your wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “Wealth is so much more than an account balance or portfolio pie chart.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 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 22, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Hall & Diana LLC is a trust and estates law firm based in Boston that is dedicated to fostering long-term relationships and providing exceptional client service.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Currier Ryan, located in downtown Boston, is a trusts and estates law firm dedicated to the service of individuals and families throughout Massachusetts.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Our firm was established in Boston over thirty years ago.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Timber Creek is an owner managed boutique investment advisory firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 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 22, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “O.F.O.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Since 1928, our Boston-based practice has provided estate, trust, and tax planning services for individuals and families, as well as general legal services for a variety of…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “We bring over a decade of dedicated estate planning experience and have worked with over 400 families in Massachusetts, with assets ranging from to Expertise matters.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Grant Gray, PC is primarily an estate planning and trust and estate administration law firm dedicated to a personally tailored client-focused system, collaboration with trusted…” Recorded in the RevenueBase company graph · Sep 22, 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 “trust administration firms”. 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 19 of 29 trust administration firms based in Boston, United States
See the full list, filter by size, metro and specialty, and access 532 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Trust administration firms based in Boston, United States at a glance
As of Sep 22, 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 29 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 “trust administration firms” 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 532 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 22, 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.
Trust administration firms by metro in the United States
- Trust administration firms in New York73
- Trust administration firms in San Diego63
- Trust administration firms in Houston51
- Trust administration firms in Chicago48
- Trust administration firms in Atlanta40
- Trust administration firms in Dallas39
- Trust administration firms in Denver35
- Trust administration firms in Los Angeles33
- Trust administration firms in San Francisco31
- Trust administration firms in Austin30
- Trust administration firms in Scottsdale29
- Trust administration firms in Irvine25
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 “trust administration firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many trust administration firms are there based in Boston, United States?
RevenueBase identified 29 company matches for trust administration firms 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?
Baystate Financial 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 trust administration firms?
New York leads the United States with 73 company records, followed by San Diego (63) and Houston (51). Boston has 29.
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 532 professional contacts with verified work emails tracked across these 29 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 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 29 trust administration firms based in Boston, United States. Start with a free account, no credit card.
Download this list →Related lists
Trust administration firms by geography
- Trust administration firms based in Atlanta, United States
- Trust administration firms based in Austin, United States
- Trust administration firms based in Chicago, United States
- Trust administration firms based in Dallas, United States
- Trust administration firms based in Denver, United States
- Trust administration firms based in Houston, United States
- Trust administration firms based in Irvine, United States
- Trust administration firms based in Los Angeles, United States
- Trust administration firms based in New York, United States
- Trust administration firms based in San Diego, United States
- Trust administration firms based in San Francisco, United States
- Trust administration firms based in Scottsdale, 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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- Lists A-Z
- New lists
- Trust administration firms based in Atlanta, United States
- Trust administration firms based in Austin, United States
- Trust administration firms based in Chicago, United States
- Trust administration firms based in Dallas, United States
- Trust administration firms based in Denver, United States
- Trust administration firms based in Houston, United States
Company intelligence · public preview
Top 19 trust administration firms 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 29 matching company records for trust administration firms based in Boston, United States, with 943 tracked contacts and 532 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 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 19 trust administration firms 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 |  Baystate Financialbaystatefinancial.comHQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 506 contacts → |
“For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Fiduciary Trust Companyfiduciary-trust.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 174 contacts → |
“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Welch & Forbes LLCwelchforbes.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 58 contacts → |
“Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Woodstock Corporationwoodstockcorp.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 32 contacts → |
“Woodstock Corporation is a privately-owned wealth management firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | J.M. Forbes & Co. LLPjmforbes.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 16 contacts → |
“J.M.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Nichols & Pratt, LLPnichols-pratt.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 15 contacts → |
“Since our founding in 1977, the Partners of Nichols & Pratt have consistently acted in the finest traditions of Boston private trusteeship; blending service, counsel and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  The Colony Groupthecolonygroup.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 14 contacts → |
“The Colony Group is the smart choice for building, managing and preserving your wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Northeast Investment Management, INCnortheastinvest.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 11 contacts → |
“Wealth is so much more than an account balance or portfolio pie chart.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  RTS Private Wealthrtsprivatewealth.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 9 contacts → |
“RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ropes Wealth Advisors LLCropeswealthadvisors.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Hall & Diana LLChalldiana.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 7 contacts → |
“Hall & Diana LLC is a trust and estates law firm based in Boston that is dedicated to fostering long-term relationships and providing exceptional client service.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Currier Ryancurrierryan.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 7 contacts → |
“Currier Ryan, located in downtown Boston, is a trusts and estates law firm dedicated to the service of individuals and families throughout Massachusetts.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Bove Langa Witherell & Soiffer P.Cbovelanga.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 5 contacts → |
“Our firm was established in Boston over thirty years ago.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Timber Creek Capital Managementtimbercreek-capital.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 5 contacts → |
“Timber Creek is an owner managed boutique investment advisory firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Generation Capital Advisorsgenerationcapitaladvisors.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 4 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | O.F.O. Partnersofopartners.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“O.F.O.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Broude & Hochberg, LLPbroude.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“Since 1928, our Boston-based practice has provided estate, trust, and tax planning services for individuals and families, as well as general legal services for a variety of…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Rackilaw, LLCrackilaw.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 2 contacts → |
“We bring over a decade of dedicated estate planning experience and have worked with over 400 families in Massachusetts, with assets ranging from to Expertise matters.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Grant Gray, PCgrantgraypc.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 2 contacts → |
“Grant Gray, PC is primarily an estate planning and trust and estate administration law firm dedicated to a personally tailored client-focused system, collaboration with trusted…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 29 company matches
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Trust administration firms: dataset insights
September 22, 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
29 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 29 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 22, 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 ↗
Trust administration firms by metro in the United States
- Trust administration firms in New York73
- Trust administration firms in San Diego63
- Trust administration firms in Houston51
- Trust administration firms in Chicago48
- Trust administration firms in Atlanta40
- Trust administration firms in Dallas39
- Trust administration firms in Denver35
- Trust administration firms in Los Angeles33
- Trust administration firms in San Francisco31
- Trust administration firms in Austin30
- Trust administration firms in Scottsdale29
- Trust administration firms in Irvine25
Questions about this company list
What does Exact match mean for trust administration firms?
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 trust administration firms did RevenueBase find based in Boston, United States?
The saved snapshot records 29 matching company records, 943 tracked contacts and 532 verified emails. The public preview displays 19 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 22, 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
Trust administration firms by geography
- Trust administration firms based in Atlanta, United States
- Trust administration firms based in Austin, United States
- Trust administration firms based in Chicago, United States
- Trust administration firms based in Dallas, United States
- Trust administration firms based in Denver, United States
- Trust administration firms based in Houston, United States
- Trust administration firms based in Irvine, United States
- Trust administration firms based in Los Angeles, United States
- Trust administration firms based in New York, United States
- Trust administration firms based in San Diego, United States
- Trust administration firms based in San Francisco, United States
- Trust administration firms based in Scottsdale, United States
Cite this list
RevenueBase Data Team. Top 19 trust administration firms based in Boston, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/trust-administration-firms/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
- Trust administration firms based in Atlanta, United States
- Trust administration firms based in Austin, United States
- Trust administration firms based in Chicago, United States
- Trust administration firms based in Dallas, United States
- Trust administration firms based in Denver, United States
- Trust administration firms based in Houston, United States
Company intelligence · public preview
Top 19 trust administration firms based in Boston, United States
RevenueBase records 29 matching company records for trust administration firms based in Boston, United States, with 943 tracked contacts and 532 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 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 19 trust administration firms 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 | Baystate Financialbaystatefinancial.com HQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 506 contacts → |
“For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Fiduciary Trust Companyfiduciary-trust.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 174 contacts → |
“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Welch & Forbes LLCwelchforbes.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 58 contacts → |
“Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Woodstock Corporationwoodstockcorp.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 32 contacts → |
“Woodstock Corporation is a privately-owned wealth management firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | J.M. Forbes & Co. LLPjmforbes.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 16 contacts → |
“J.M.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Nichols & Pratt, LLPnichols-pratt.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 15 contacts → |
“Since our founding in 1977, the Partners of Nichols & Pratt have consistently acted in the finest traditions of Boston private trusteeship; blending service, counsel and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Colony Groupthecolonygroup.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 14 contacts → |
“The Colony Group is the smart choice for building, managing and preserving your wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Northeast Investment Management, INCnortheastinvest.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 11 contacts → |
“Wealth is so much more than an account balance or portfolio pie chart.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | RTS Private Wealthrtsprivatewealth.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 9 contacts → |
“RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ropes Wealth Advisors LLCropeswealthadvisors.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Hall & Diana LLChalldiana.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 7 contacts → |
“Hall & Diana LLC is a trust and estates law firm based in Boston that is dedicated to fostering long-term relationships and providing exceptional client service.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Currier Ryancurrierryan.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 7 contacts → |
“Currier Ryan, located in downtown Boston, is a trusts and estates law firm dedicated to the service of individuals and families throughout Massachusetts.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Bove Langa Witherell & Soiffer P.Cbovelanga.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 5 contacts → |
“Our firm was established in Boston over thirty years ago.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Timber Creek Capital Managementtimbercreek-capital.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 5 contacts → |
“Timber Creek is an owner managed boutique investment advisory firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Generation Capital Advisorsgenerationcapitaladvisors.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 4 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | O.F.O. Partnersofopartners.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“O.F.O.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Broude & Hochberg, LLPbroude.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“Since 1928, our Boston-based practice has provided estate, trust, and tax planning services for individuals and families, as well as general legal services for a variety of…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Rackilaw, LLCrackilaw.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 2 contacts → |
“We bring over a decade of dedicated estate planning experience and have worked with over 400 families in Massachusetts, with assets ranging from to Expertise matters.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Grant Gray, PCgrantgraypc.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 2 contacts → |
“Grant Gray, PC is primarily an estate planning and trust and estate administration law firm dedicated to a personally tailored client-focused system, collaboration with trusted…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 29 company matches
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Trust administration firms: dataset insights
September 22, 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
29 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 29 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 22, 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 ↗
Trust administration firms by metro in the United States
- Trust administration firms in New York73
- Trust administration firms in San Diego63
- Trust administration firms in Houston51
- Trust administration firms in Chicago48
- Trust administration firms in Atlanta40
- Trust administration firms in Dallas39
- Trust administration firms in Denver35
- Trust administration firms in Los Angeles33
- Trust administration firms in San Francisco31
- Trust administration firms in Austin30
- Trust administration firms in Scottsdale29
- Trust administration firms in Irvine25
Questions about this company list
What does Exact match mean for trust administration firms?
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 trust administration firms did RevenueBase find based in Boston, United States?
The saved snapshot records 29 matching company records, 943 tracked contacts and 532 verified emails. The public preview displays 19 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 22, 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
Trust administration firms by geography
- Trust administration firms based in Atlanta, United States
- Trust administration firms based in Austin, United States
- Trust administration firms based in Chicago, United States
- Trust administration firms based in Dallas, United States
- Trust administration firms based in Denver, United States
- Trust administration firms based in Houston, United States
- Trust administration firms based in Irvine, United States
- Trust administration firms based in Los Angeles, United States
- Trust administration firms based in New York, United States
- Trust administration firms based in San Diego, United States
- Trust administration firms based in San Francisco, United States
- Trust administration firms based in Scottsdale, United States
Cite this list
RevenueBase Data Team. Top 19 trust administration firms based in Boston, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/trust-administration-firms/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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