Company lists · Data refreshed September 2026

Top 25 Wealth management software firms based in Boston, United States

Name: Wealth management software firms based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 51 companies tracked

RevenueBase identified 51 wealth management software firms headquartered in Boston, United States as of September 2026 and tracks 2,207 professional contacts across them, including 1,160 with verified work emails. Across the United States, New York is the largest hub for this category (196 companies); Boston has 51.

This list covers wealth management software firms 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 29, 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 29, 2026 86% judged on-target in blind review

51Companies

2,207Contacts tracked

1,160Verified emails

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The 25 largest wealth management software firms based in Boston, United States

Ranked by team size

Top 25 of 51 wealth management software firms based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management software firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Eaton Vance	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	501-1,000	517 contacts →
	Partial evidence “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Source: RevenueBase Database · checked Sep 29, 2026
2	SCS	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	51-200	243 contacts →
	Partial evidence “At SCS, our purpose is to transform wealth into possibility.” Source: RevenueBase Database · checked Sep 29, 2026
3	Moors & Cabot	Indirect evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	51-200	209 contacts →
	Indirect evidence “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Source: RevenueBase Database · checked Sep 29, 2026
4	Fiduciary Trust Company	Strong evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	51-200	174 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 29, 2026
5	Fintrx	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	51-200	159 contacts →
	Partial evidence “FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth…” Source: RevenueBase Database · checked Sep 29, 2026
6	Loring, Wolcott & Coolidge Trust, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	51-200	100 contacts →
	Strong evidence “At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.” Source: RevenueBase Database · checked Sep 29, 2026
7	Cerulli Associates	Indirect evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	51-200	71 contacts →
	Indirect evidence “For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence.” Source: RevenueBase Database · checked Sep 29, 2026
8	Appleton Partners, INC	Strong evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	51-200	65 contacts →
	Strong evidence “As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Source: RevenueBase Database · checked Sep 29, 2026
9	Welch & Forbes LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	51-200	58 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
10	Smartleaf	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	11-50	50 contacts →
	Partial evidence “Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Source: RevenueBase Database · checked Sep 29, 2026
11	Keenan Financial	Strong evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	11-50	36 contacts →
	Strong evidence “At Keenan Financial, we provide comprehensive wealth management services to a select clientele of high net worth individuals, families, and associations.” Source: RevenueBase Database · checked Sep 29, 2026
12	Circleblack	Strong evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	11-50	33 contacts →
	Strong evidence “CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform.” Source: RevenueBase Database · checked Sep 29, 2026
13	Shepherd Kaplan Krochuk, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	51-200	32 contacts →
	Strong evidence “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Source: RevenueBase Database · checked Sep 29, 2026
14	Woodstock Corporation	Strong evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	11-50	32 contacts →
	Strong evidence “Woodstock Corporation is a privately-owned wealth management firm.” Source: RevenueBase Database · checked Sep 29, 2026
15	Choate Wealth	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	11-50	31 contacts →
	Partial evidence “In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise…” Source: RevenueBase Database · checked Sep 29, 2026
16	Civic Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	11-50	28 contacts →
	Partial evidence “Civic Financial is an independent financial planning and wealth advisory firm with a mission to inspire financial confidence.” Source: RevenueBase Database · checked Sep 29, 2026
17	Virtua Research	Indirect evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	51-200	19 contacts →
	Indirect evidence “VIRTUA is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery.” Source: RevenueBase Database · checked Sep 29, 2026
18	saw.com	Partial evidence	Boston, United StatesHQ checked Sep 29, 2026	1-10	16 contacts →
	Partial evidence “Acquisitions Premium Brokerage Appraisals Total Portfolio Management - From inbound leads, marketplace management, pricing, negotiations, and transfers we can do it all for your…” Source: RevenueBase Database · checked Sep 29, 2026
19	NDVR	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	51-200	15 contacts →
	Partial evidence “NDVR is a registered investment advisor that builds and manages custom portfolios designed to help our clients optimize their wealth in pursuit of their best life, with…” Source: RevenueBase Database · checked Sep 29, 2026
20	The Colony Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	201-500	14 contacts →
	Partial evidence “The Colony Group is the smart choice for building, managing and preserving your wealth.” Source: RevenueBase Database · checked Sep 29, 2026
21	Moody, Lynn, Lieberson & Walker, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Strong evidence “Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families.” Source: RevenueBase Database · checked Sep 29, 2026
22	Boston Financial Management, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Strong evidence “We dedicate ourselves to wealth management for individuals, their families and endowments.” Source: RevenueBase Database · checked Sep 29, 2026
23	Akra Investment Services INC	Strong evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	11-50	11 contacts →
	Strong evidence “Financial Information and Technology Solutions provider for Financial, Banking, Investment & Wealth Management Institutions.” Source: RevenueBase Database · checked Sep 29, 2026
24	Blueleaf Wealth	Strong evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Strong evidence “Modular wealth management platform for Advisors who love their clients and want their clients to love them back.” Source: RevenueBase Database · checked Sep 29, 2026
25	Legacy Financial Group Northwestern Mutual	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	11-50	9 contacts →
	Partial evidence “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 51 wealth management software firms based in Boston, United States

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Wealth management software firms based in Boston, United States at a glance

As of Sep 29, 2026

52.6%Verified-email coverage

43.3Average contacts per company

11-50Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 51 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 wealth management software firms, 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 “wealth management software firms”. 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 wealth management software firms), 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 wealth management software firms, 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, 1,160 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 29, 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.

Wealth management software firms 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 wealth management software firms, 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 wealth management software firms are there based in Boston, United States?

RevenueBase identified 51 wealth management software firms 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?

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

Which city in the United States has the most wealth management software firms?

New York leads the United States with 196 headquartered companies, followed by Chicago (78) and Dallas (65). Boston has 51.

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 1,160 verified decision-maker contacts tracked across these 51 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 29, 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.