Explore the latest rankings and updates on the Top 10 Financial Companies in Boston 2024. Find trusted financial services providers, investment firms, and advisors in the heart of Massachusetts’ financial hub.
Top 10 Financial Companies in Boston 2024
1.Kessler Financial Services LP
The Kessler Group specializes in developing and executing strategies that help our clients and their partners solve their most complex challenges.
We develop more effective partnerships, optimize the value of credit card portfolios, fund risk-based marketing campaigns, and develop and execute marketing strategies. The proven result for our clients and partners is stronger growth, greater profits, and long-term, lasting business value.
The Kessler Group has proactively helped shape and transform businesses for more than four decades. And while we help our clients adapt to remain relevant and successful, we also continuously transform ourselves to remain at the leading edge of innovation and performance.
SOLUTIONS
Strategic Partnerships
Portfolio Advisory & Investments
Marketing Investment Programs
Multi-Channel Marketing
Contact no:+1 617-262-7500
Address:855 Boylston St, Boston, MA 02116, United States
Website:https://www.kessler.com/
2.Boston Financial Management
Boston Financial Management, Inc. was established in 1976 by Richard H. Morse to answer the unique challenges that come with wealth. The firm has grown into an investment management and wealth advisory firm, serving the needs of individuals, families, and institutions.
We remain committed to our clients’ best interests and pride ourselves in helping them meet their investment objectives and financial goals. We look forward to providing deep wealth management expertise and investment perspective well into the future.
Services
Wealth Management
Estate & Financial Planning
Trust & Fiduciary Services
Family Office Services
Endowments, Nonprofits & Institutional Funds
Contact no:+1 617-338-8108
Address:255 State St, Boston, MA 02109, United States
Website:https://bostonfinancialmanagement.com/
3.Boston Trust Walden Company
Boston Trust Walden Company is an independent, employee-owned firm providing investment management services to institutional investors and private wealth clients.
Services
Institutional Investment Management
Private Wealth
Impact Investing
Mutual Funds
Contact no:+1 617-726-7250
Address:1 Beacon St, Boston, MA 02108, United States
Website:https://www.bostontrustwalden.com/
4.Trillium Asset Management
Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For nearly 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal to provide positive impact, long-term value, and ‘social dividends’.
Equity Strategies
Fossil Fuel Free Core FFF
ESG Global Equity FFF
Sustainable Opportunities FFF
All Cap Core
Large Cap Core
Small/Mid Cap Core
Growth and Income
Contact no: +1 617-423-6655
Address: 60 South St, Boston, MA 02111, United States
Website:https://www.trilliuminvest.com/
5.UBS Financial Services Inc.
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We’ll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Contact no:+1 617-439-8000
Address:1 Post Office Square, Boston, MA 02109, United States
Website:https://local.ubs.com/boston-ma-pw/Index.htm
6.Fiduciary Trust Company
We understand wealth is more than the accumulation of assets. It’s about achieving the life you wish to live. We take a personal approach to wealth management based on expertise, strong performance, and a genuine commitment to act in your best interests.
Four points that distinguish Fiduciary Trust include:
INTEGRITY:
A private firm focused on the best interests of our clients
135-year history of integrity and financial stability
No proprietary investment products
No incentives from third-party investment managers for directing investments to their funds
Free from misaligned public company pressures
PERSONAL SERVICE:
A proactive approach customized to your needs
Clients have long-term relationships with senior professionals
20+ years’ average officer industry experience
Right-sized, well-resourced, nimble firm with over $18 billion in assets under supervision and over 125 employees
98% annual client retention rate
Contact no: +1 617-482-5270
Address:53 State St, Boston, MA 02109, United States
Website:https://www.fiduciary-trust.com/
7.Baystate Financial Services Daroff Herbert
From the beginning, a Baystate Financial representative becomes your personal guide and resource. In order to fit your individual goals and needs, we work with you to formulate a sound investment, insurance, and retirement strategy based upon your financial position. From there, we help identify a broad range of financial products and services to complement your personalized approach.
Whether we are helping articulate a strategy, monitoring your investments, or making recommended enhancements, our main objective is helping you achieve your financial goals.
Approach
Comprehensive Financial Services
Personal Financial View
Baystate Brokerage
Contact no:: +1 617-585-4502
Address:200 Clarendon St, Boston, MA 02116, United States
Website:https://www.baystatefinancial.com/
8.RINET Company, LLC
Founded in 1974, RINET is one of the first true fee-only firms in the area to provide objective guidance. We don’t push proprietary investment products at you because we don’t sell them. We also don’t receive sales commissions for any recommended investments. This independence allows us to be truly unbiased and to focus on what fits your life and brings you the greatest benefit.
We’re personally committed to your success. RINET is independently owned by the leadership team, giving you direct access to the firm’s most senior-level members.
Services
Wealth Planning Services
Investment Management
Trust & Partnership Administration
Trust and Private Foundation Administrative Services
Personal Trustee Services
Partnership & LLC Services
Contact no:+1 617-488-2700
Address: 101 Federal St #14, Boston, MA 02110, United States
Website:https://www.rinetco.com/
9.Commonwealth Financial
Commonwealth Financial Group, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), was established in 1857 with the commitment of providing extraordinary financial services to individuals, families, business owners, and companies. Over 160 years later, the agency’s original mission is still observed. What has changed is the continuously expanding national footprint. We look forward to the ongoing empowerment of current and future clients to take the steps towards achieving financial confidence.
Services
Affiliated Strategic Partners
Who We Serve
Personal Planning
Business Planning
Professional Associates
Contact no:+1 617-642-5388
Address:125 Summer St, Boston, MA 02110, United States
Website:https://www.commonwealthfinancialgroup.com/
10.Kensington Investment Company
Kensington Investment Company, Inc. (KIC), founded in 1983, is the family office of the Lewis family and a Boston-based investment firm with an international focus. KIC’s primary areas of investment include real estate, direct investments in private companies, and investments in alternative investment vehicles, such as private equity and venture capital funds.
Properties
Sustainability
Available Leasing
Contact no:1 617-790-3900
Address:347 Congress St, Boston, MA 02210, United States
Website:https://www.kicboston.com
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