> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/companies-in/boston-ma/financial-services/ # Financial Services Companies in Boston, MA The bigger financial services companies headquartered in Boston, MA, with what they do, their sizes and how to reach their people. By Enrich.chat Editorial. Updated October 22, 2026. **Short answer:** Among the financial services companies counted in Boston, MA, the biggest by headcount range include Fidelity, State Street and Fidelity Talentsource. They are mostly very small: 67% have 50 or fewer employees. ## Which financial services companies are in Boston? Among the companies whose public profile lists Financial Services as their industry and Boston, MA as their headquarters, the biggest by headcount range include Fidelity, State Street, Fidelity Talentsource, Santander Us and Cambridge Associates. Names link to a company profile where we have one. | Company | Employees | | --- | --- | | [Fidelity](https://enrich.chat/company/fidelity/) | 10,001+ | | [State Street](https://enrich.chat/company/state-street/) | 10,001+ | | Fidelity Talentsource | 10,001+ | | Santander Us | 10,001+ | | Cambridge Associates | 1,001 to 5,000 | | Federal Reserve Bank Of Boston | 1,001 to 5,000 | | Columbia Threadneedle Investments, Us | 1,001 to 5,000 | | Cambridge Trust | 1,001 to 5,000 | | Alegeus | 501 to 1,000 | | Forward Financing | 501 to 1,000 | | Arrowstreet Capital, Limited Partnership | 501 to 1,000 | | John Hancock Investment Management | 501 to 1,000 | | Baystate Financial | 501 to 1,000 | | Informa Financial Intelligence | 501 to 1,000 | | Abcorp | 501 to 1,000 | | Wts Proprietary Trading Group - Boston | 501 to 1,000 | | Ta Associates | 201 to 500 | | Lendbuzz | 201 to 500 | | Invoicecloud | 201 to 500 | | Acadian Asset Management | 201 to 500 | | Bluesnap | 201 to 500 | | Berkshire Partners | 201 to 500 | | Gordon Brothers | 201 to 500 | | Nepc | 201 to 500 | | Hometap | 201 to 500 | The table shows the 25 biggest by headcount range, with ties broken by audience size. The charts and percentages below cover every company counted for this page, not just these 25, and companies with fewer than 11 employees are not counted. Headquarters is the location on each company's public profile. ## What do financial services companies in Boston do? Financial Services is a broad label. The most common NAICS codes among them are 523940 (21%), 541511 (14%) and 523910 (10%). **Figure: What financial services companies in Boston do.** Bars for the share of counted financial services companies with each code: 523940 21%, 541511 14%, 523910 10%, 561110 6%, 522110 5%, 522291 5%, 522320 5%. *Share of counted financial services companies in Boston by their NAICS code.* [NAICS 523940](https://enrich.chat/naics/523940/)[NAICS 541511](https://enrich.chat/naics/541511/)[NAICS 523910](https://enrich.chat/naics/523910/)[NAICS 522291](https://enrich.chat/naics/522291/)[NAICS 522320](https://enrich.chat/naics/522320/) ## How big are they? 67% of the financial services companies counted in Boston have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. **Figure: Size of financial services companies in Boston.** Seven columns for the share of counted financial services companies in Boston in each employee range: 11 to 50 67%, 51 to 200 19%, 201 to 500 7%, 501 to 1,000 3%, 1,001 to 5,000 2%, 5,001 to 10,000 0%, 10,001+ 2%. *Share of counted financial services companies in Boston in each employee range.* ## How old are they? Most were founded in the 2010s (33%), then the 2000s (16%). **Figure: When financial services companies in Boston were founded.** Eight columns for the share of counted financial services companies in Boston founded in each era: Before 1960 8%, 1960s 2%, 1970s 3%, 1980s 9%, 1990s 12%, 2000s 16%, 2010s 33%, 2020s 16%. *Share of counted financial services companies in Boston by the era they were founded in, for the ones that list a founding year.* ## How do you reach the people at financial services companies in Boston? The people to talk to are usually finance, operations and technology leaders. Build the list in three prompts to your AI agent. ### 1. Count them (free) Counting who matches never uses credits. ```text Use www.enrich.chat to count the financial services companies in Boston, MA ``` ### 2. Find the people (5 credits per person) Name the roles you sell to. Each person returned is 5 credits, and name, title and company are included. ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Boston, MA, with their titles ``` ### 3. Get their work emails (10 credits each) An email is 10 credits only when one is found. Every email comes with a status: verified, catch-all or unknown. ```text Use www.enrich.chat to find the work emails for these people and tell me which ones are verified ``` ## More to explore Other industries in Boston: [Software Companies](https://enrich.chat/companies-in/boston-ma/software-development/)[Real Estate Companies](https://enrich.chat/companies-in/boston-ma/real-estate/)[IT Services Companies](https://enrich.chat/companies-in/boston-ma/it-services-and-it-consulting/)[Technology and Internet Companies](https://enrich.chat/companies-in/boston-ma/technology-information-and-internet/)[Consulting Firms](https://enrich.chat/companies-in/boston-ma/business-consulting-and-services/)[Hospitals and Health Care Organizations](https://enrich.chat/companies-in/boston-ma/hospitals-and-health-care/)[Advertising Agencies](https://enrich.chat/companies-in/boston-ma/advertising-services/)[Nonprofit Organizations](https://enrich.chat/companies-in/boston-ma/non-profit-organizations/)[Biotechnology Companies](https://enrich.chat/companies-in/boston-ma/biotechnology-research/)[Staffing and Recruiting Firms](https://enrich.chat/companies-in/boston-ma/staffing-and-recruiting/)[Construction Companies](https://enrich.chat/companies-in/boston-ma/construction/)[Law Firms](https://enrich.chat/companies-in/boston-ma/law-practice/)[Investment Management Firms](https://enrich.chat/companies-in/boston-ma/investment-management/)[Architecture Firms](https://enrich.chat/companies-in/boston-ma/architecture-and-planning/)[Venture Capital and Private Equity Firms](https://enrich.chat/companies-in/boston-ma/venture-capital-and-private-equity-principals/)[Colleges and Universities](https://enrich.chat/companies-in/boston-ma/higher-education/)[Insurance Companies](https://enrich.chat/companies-in/boston-ma/insurance/)[Research Services Firms](https://enrich.chat/companies-in/boston-ma/research-services/)[Legal Services Firms](https://enrich.chat/companies-in/boston-ma/legal-services/)[All of Boston](https://enrich.chat/companies-in/boston-ma/) Financial Services Companies in other cities: [New York, NY](https://enrich.chat/companies-in/new-york-ny/financial-services/)[Miami, FL](https://enrich.chat/companies-in/miami-fl/financial-services/)[Chicago, IL](https://enrich.chat/companies-in/chicago-il/financial-services/)[San Francisco, CA](https://enrich.chat/companies-in/san-francisco-ca/financial-services/)[Los Angeles, CA](https://enrich.chat/companies-in/los-angeles-ca/financial-services/)[Houston, TX](https://enrich.chat/companies-in/houston-tx/financial-services/)[Atlanta, GA](https://enrich.chat/companies-in/atlanta-ga/financial-services/)[Dallas, TX](https://enrich.chat/companies-in/dallas-tx/financial-services/)[Austin, TX](https://enrich.chat/companies-in/austin-tx/financial-services/)[San Diego, CA](https://enrich.chat/companies-in/san-diego-ca/financial-services/) ## Frequently asked questions ### Which are the biggest financial services companies in Boston? Among those counted, they include Fidelity, State Street, Fidelity Talentsource, Santander Us and Cambridge Associates, ranked by headcount range. ### How big are financial services companies in Boston? 67% of those counted have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. ### Which companies count as financial services? Companies whose public profile lists Financial Services as their industry and whose headquarters are in Boston, MA. ## Try this prompt Find the people at financial services companies in Boston ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Boston, MA, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [Software Companies in Boston](https://enrich.chat/companies-in/boston-ma/software-development/) - [Real Estate Companies in Boston](https://enrich.chat/companies-in/boston-ma/real-estate/) - [IT Services Companies in Boston](https://enrich.chat/companies-in/boston-ma/it-services-and-it-consulting/) - [Technology and Internet Companies in Boston](https://enrich.chat/companies-in/boston-ma/technology-information-and-internet/) - [Financial Services Companies in New York](https://enrich.chat/companies-in/new-york-ny/financial-services/) - [Financial Services Companies in Miami](https://enrich.chat/companies-in/miami-fl/financial-services/) - [Financial Services Companies in Chicago](https://enrich.chat/companies-in/chicago-il/financial-services/) - [Financial Services Companies in San Francisco](https://enrich.chat/companies-in/san-francisco-ca/financial-services/) - [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)