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These are the Top Personal Finance Companies in Massachusetts (2021)

This article showcases our top picks for the best Massachusetts based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top Massachusetts Personal Finance Companies

Data sourced from Crunchbase and SemRush.

Circle

Circle

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Circle provides an online platform that enables users to send money quickly and easily. Circle uses blockchain technology with Circle Pay to ease and improve how users send money.

Circle expands its services with a crypto-currency investment product with Circle Invest, enabling anyone to buy and sell crypto assets. It provides crypto-coins and offer OTC trading services via Circle Trade.

Its crypto-trading desk provides one of the largest global liquidity pools for digital asset trading and averages $2 billion in monthly volume. Jeremy Allaire and Sean Neville founded Circle in 2013.

$140 million from investors including Jim Breyer (Facebook), Goldman Sachs, IDG Capital (Baidu, Tencent), General Catalyst (AirBnB, Snapchat) and Accel Partners backs the company, with its headquarters in Boston, and branches in New York, San Francisco, Dublin, London, and Hong Kong.. .

Catch

Catch

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Catch is redesigning benefits to put people at the center of their own financial stability and security. For freelancers, contractors, and workers without access to employer benefits, Catch automatically handles tax withholding, builds long-term investment savings, and provides critical insurance products.

In creating a personalized safety net, Catch envisions a world where individuals can leverage data-driven curation and timely insights to gain full agency over changing needs.. .

Finch

Finch

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Finch empowers you to access the benefits of investing without having to significantly change the way you manage your money today. Finch lets you earn investment returns by automatically investing your balance into a portfolio of diversified exchange-traded funds (ETFs) designed to match your unique risk profile.

This means your entire balance is always working for you, from day one, no matter what your balance is. Finch further pushes the envelope by enabling you instant access to your money when you need it (even the invested part!).

The company was founded in 2019 and headquartered in Boston, Massachusetts.. .

Openbay

Openbay

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Openbay is an award-winning online marketplace for consumer automotive repair services and a provider of SaaS based software for the automotive care industry. At Openbay, we are building the world’s most trusted and transparent automotive services marketplace.

We make it easy and convenient for vehicle owners to find, book and pay for automotive repair and maintenance services. Openbay offers a wide range of services delivered by car dealerships, national automotive service chains, independent shops, and mobile mechanics.

Openbay is venture backed with offices in Kendall Square, Cambridge. Investors include GV (formerly Google Ventures), a16z seed, Boston Seed Capital, Stage 1 Ventures as well as several individual investors.

Openbay has been covered and lauded by the ABC World News, BBC, Boston Globe, FOX News, World Street Journal, and Reuters, among others, as an innovative technology for the automotive aftermarket and as a platform for consumers to service their vehicles conveniently and cost effectively. http://www.openbay.com Consumer mobile apps: https://itunes.apple.com/app/id724979552 – iOS https://play.google.com/store/apps/details?id=com.openbay.vo.

CauseEDU

CauseEDU

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CauseEDU is a crowdfunding and college financial literacy platform.

Edelman Financial Engines

Edelman Financial Engines

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Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.

RedMica

RedMica

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We are a cloud-based service providing customers with personalized financial guidance that empowers customers to make more informed decisions about how to spend and invest their money. Our application: * Includes a mobile software provides on-demand always-with-you advisor * Tracks and analyzes household income & expenses, to give users a personalized, holistic view of their finances * Real-time, forward looking, personalized financial guidance based on customer profile, income, spending patterns and preferences * Easy to use guidance for the non-expert, tailors itself to user’s level of sophistication * Encourages what-if analysis to avoid bad decisions * Cloud-based service with attractive, intuitive user interface that is both visual/graphical and textual Consumers need help: * Using a tool like Mint to see where the money went doesn’t help consumers manage it better, * Consumer find out that they made a mistake by spending this money, but after they have already made it * Consumers need help deciding what cards and loans to pay off, how to borrow wisely, which offers to accept.

* Financial decisions like buying a house have implications that are personal and dependent on a particular consumers financial situation; most online calculators dont even come close in assessing the true impact Our goal is to build one application with many different faces: once the system knows a bit about the user, what the user will see will be relevant to their needs. So if the user is relatively inexperienced, they will get the coaching they need.

If the user is an expert, they will be able to go quickly to the tools and features of interest to them.. .

SubscriptMe

SubscriptMe

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Track and discover subscriptions all in one place

Cinch Financial

Cinch Financial

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Cinch is your personal, always-on, always-loyal CFO. Our goal is to take care of your financial life and manage it for you – holistically, and all in one place.

All the hard, painful stuff most people hate we will handle for you with only your financial health in mind. We do this through our intelligence platform that will drive autonomous personal finance – the software that acts as an always-on fiduciary agent across your entire financial life in one single package and across all your financial accounts.

We use innovative technology and behavioral science to optimize financial decisions of any size – from how much to save each month, to the best path out of credit card debt, to making sure you never overpay for car insurance (or any financial product) ever again. We’re starting with your everyday finances – your debts, savings, day-to-day cash flow, insurance, and large monthly bills – and then turning to your big goals like buying a home, large future expenses, and retirement savings.

By starting with the “today” money decisions, the future begins to take care of itself. And we will be there as your life, and all the financial products out there, change.

Technology has made it so that you can manage your entire life between 5-6 apps on your phone, but personal finance hasn’t caught up. That’s where Cinch comes in – it’s a comprehensive, holistic, and totally unbiased platform that has only your financial health in mind..

Mechanic Advisor

Mechanic Advisor

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Founded in 2006, Mechanic Advisor is both the largest online database of automotive mechanics in the US and creator of the Mechanic Advisor Connection Key, a car dongle that connects to your car’s onboard diagnostics, delivering real-time data to the Mechanic Advisor app on your phone. This product now takes the worry and confusion out of car warnings such as the check engine light, and delivers a diagnosis, severity number and solution in terms for the layperson.

We also connect the app, and the problems the app detects to our listing of over 500,000 ASE certified mechanics to take your car into if necessary. Our listings include detailed mechanic profiles, customer reviews and original automotive and mechanic-related content.

As well, we include the hours of operation, contact information and hourly labor rates. Mechanics and shop owners can update their information in our database by claiming or adding their shop page or boosting their visibility with premium featured listings..

AgeUp

AgeUp

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AgeUp helps adults support their parents or other loved ones by filling in the financial gaps. AgeUp also lets baby boomers help themselves be financially prepared for a long and healthy life.

AgeUp is an innovative longevity annuity that helps people be ready for the best-case scenario.. .

Team Solar

Team Solar

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Team Solar increases the rate of adoption of energy saving projects such as solar. We capitalize projects for companies that would have financial barriers to do so on their own.

We raise the capital for these projects from investors. Our investors get long sustainable cash flow from a completely positive, ethical, sustainable, and repeatable source..

EmTech Care Labs

EmTech Care Labs

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Care-Wallet for in-home daily/long-term care management

Global Association of Economics Education

Global Association of Economics Education

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A global, recognized 501(c)(3) nonprofit organization that advocates for the empowerment of economics, finance and entrepreneurship.

Stock Market Sensei

Stock Market Sensei

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Machine learning powered financial analysis giving meaningful insights to investors

CreditSage

CreditSage

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CreditSage is a financial company that offers free credit scores to customers and businesses. we also have our own credit repair/rebuilding method based on utilization tradelines.

CreditSage offer Debt Consolidation/Budgeting tools to help customers become more financially smarter via our software solutions, our software services Real Estate businesses by budget verifying their customers. CreditSage primary credit repairing service is the most effective way of repairing your credit in the market as we add users to authorizers credit, helping their score go up by 30 percent over 6 months to 1 year period..

Stockato

Stockato

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Stockato LLC licenses its technology to financial and data companies. See “Methods and system for financial instrument classification” (#14/615,449).

The Stockato patent application is currently under the USPTO continuation stage (2015) claiming a priority date of August 16 2011.. .

Coyote Investments

Coyote Investments

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FinTech, Mobile App, Investing

Sage Bank

Sage Bank

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At Sage Bank, we believe that we do well when those we invest in do well. That supporting our customers, allows the whole community to prosper.

So we’ve made it our mission to offer the most convenient and straightforward banking solutions possible. We keep you up to date and in the know, with proactive tools, and a knowledgeable staff that’s genuinely interested in your success.

We offer simplified products that provide real value — without the fine print and hidden fees you’ll find in larger banks. As a community-centered bank, our lending decisions are made locally–by familiar faces with a vested interest in your success.

The way we see it, we’re all in this together.. .

StackUp

StackUp

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Data-driven financial advisor ratings

FRWD

FRWD

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FRWD is a mobile app providing an automated savings platform and financial literacy tools.

Direct Federal Credit Union

Direct Federal Credit Union

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Direct Federal Credit Union is an established credit union that offers various financial services to its customers.

Invest in Girls

Invest in Girls

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Invest in Girls is a non-profit organization that aims to cultivate a generation of financially literate girls. The organization works with schools, community organizations, corporations, and foundations to provide financial literacy programming to young girls.

Invest in Girls was founded in 2010 and is based in Arlington, MA.. .

Fin-advisors

Fin-advisors

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Fin-advisors is a research & financial consulting firm with expertise in a number of sectors.

You may write to us at: Daily Finance Media/Fupping Ltd, First Floor, 61-63 Rochester Pl, London NW1 9JU.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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