FundedIQ

Recently Funded Financial Services Startups in Boston

Updated Aug 2026

There are 45 funded Financial Services startups in Boston in the FundedIQ database, each with its funding rounds, amounts, investors, industries, locations and company details. This page provides an overview of the Financial Services startup funding landscape in Boston, along with the 45 most recently funded Financial Services startups in Boston.

The median disclosed round is $17M, with the middle half of rounds falling between $1.9M and $98M. Financial Services startups in Boston closed 15 funding rounds over the last 24 months, 6 of them in the last 12 months, and raised $894M in disclosed capital.

Boston financial services firms lean toward early stages. Pre-seed and Series A companies dominate, meaning targets are often lean teams with fresh capital. These startups are lean and nimble. They lack the bloated infrastructure of later stage firms, making them ideal for vendors selling foundational tools or consultants offering early strategic guidance.

Financial Services funded startup statistics in Boston

Funded Financial Services startups in Boston
45
tracked in the database
Funding rounds, last 12 months
6
15 over 24 months
Disclosed capital raised, 24 months
$894M
11 of 15 rounds disclosed an amount
Median round size
$17M
middle half $1.9M to $98M

Most recent funding round on record: May 2026.

45 most recently funded Financial Services startups in Boston

45 shown

Ordered by the date of the latest funding round. Each row gives the company, its location and industry, what it does, the stage and date of that round, and the disclosed amount.

T
The Fallon Company
Boston, United States · Financial Services
The Fallon Company provides master planning, mixed-use urban development, commercial property development and…
Series Unknown ·
Undisclosed
O
Boston, United States · Financial Services
Transparently is an insurance agency that spends significant time in premium home protection sold through…
Series Unknown ·
Undisclosed
L
Boston, United States · Financial Services
Lumint is a financial services company that specializes in providing outsourced currency management. It helps…
Series Unknown ·
$500k
H
Boston, United States · Financial Services
Hometap is a financial technology company that provides homeowners with a way to access funds quickly by…
Series Unknown ·
$50M
C
Boston, United States · Financial Services
Cardinal Capital Group offers real estate financing, including fix & flip, bridge, buy & hold, and…
Series Unknown ·
$130M
A
Boston, United States · Financial Services
Almond FinTech is a global financial network using blockchain technology to facilitate fund transfers between…
Venture - Series Unknown ·
Undisclosed
L
Boston, United States · Financial Services
Ledgebrook is a managing general agent specializing in excess and surplus lines insurance that uses…
Series C ·
$65M
N
Boston, United States · Financial Services
Netcapital offers financial, fundraising, funding, and strategic consulting services to business owners. Its…
Series Unknown ·
$480k
W
Boston, United States · Financial Services
Wunderite is developing software designed to support insurance agencies succeed in today's digital era.…
Series Unknown ·
$1.4M
L
Lightkeeper
Boston, United States · Financial Services
Series Unknown ·
Undisclosed
M
Boston, United States · Financial Services
MassDevelopment offers financing and real estate solutions to support businesses, nonprofits, and housing…
Series Unknown ·
$337M
H
Boston, United States · Financial Services
Herald offers digital infrastructure that connects software developers to commercial insurance carriers…
Series A ·
$12M
F
Boston, United States · Financial Services
FutureMoney is your ally in investing for the children you love, empowering you to build generational wealth…
Pre-Seed ·
$2.5M
C
Boston, United States · Financial Services
Conduit offers global businesses a more efficient and cost-effective solution for transferring money quickly…
Seed ·
$6.0M
T
Boston, United States · Financial Services
Truvius is a platform designed for managing portfolios of digital assets.
Pre-Seed ·
$3.2M
N
Numerated
Boston, United States · Financial Services
Numerated is a rapidly growing fintech company that is simplifying business banking for financial…
Series Unknown ·
Undisclosed
K
Boston, United States · Financial Services
Kappa offers the fastest, most affordable and reliable way for African businesses to pay their suppliers…
Seed ·
$5.0M
F
fama PR
Boston, United States · Financial Services
fama PR is a leading public relations firm in North America that specializes in working with technology…
Series Unknown ·
Undisclosed
C
Boston, United States · Financial Services
Cicada provides DeFi Protocols with third-party underwriting and pool management services, along with risk…
Pre-Seed ·
$9.7M
X
XDimensional Technologies
Boston, United States · Financial Services
XDimensional Technologies offers consulting services and products aimed at helping insurance agencies…
Series Unknown ·
Undisclosed
B
Breach Insurance
Boston, United States · Financial Services
Breach Insurance is leading the way in the insurance sector by creating, approving, and delivering insurance…
Series Unknown ·
Undisclosed
P
Physis Investment
Boston, United States · Financial Services
Physis Investment utilizes data to aid investors in comprehending, monitoring, and evaluating the effects of…
Series Unknown ·
Undisclosed
C
Congress Wealth Management
Boston, United States · Financial Services
Congress Wealth Management is an independent investment management firm that is registered with the SEC and…
Series Unknown ·
Undisclosed
G
Boston, United States · Financial Services
Geode Capital Management is an asset manager that follows a methodical approach to managing investments and…
Series Unknown ·
$2.9M
P
Pathstone Federal Street
Boston, United States · Financial Services
Pathstone Federal Street provides a variety of services including asset management, financial planning, risk…
Series Unknown ·
Undisclosed
B
BitOoda
Boston, United States · Financial Services
We are a global provider of financial services for digital assets that offers institutional clients creative…
Series A ·
Undisclosed
F
Boston, United States · Financial Services
We build Bitcoin-centric tools that empower you to reclaim your sovereignty, including Passport hardware…
Seed ·
$7.0M
S
Boston, United States · Financial Services
Stavvy helps mortgage professionals grow their business and ditch the paper process. The Stavvy digital…
Series Unknown ·
$10M
P
Boston, United States · Financial Services
PeopleHedge simplifies the process of managing currency risk. At PeopleHedge, they are trying to solve the…
Seed ·
$1.4M
F
Boston, United States · Financial Services
Fiduciary Trust Company is a financial services company based in United States.
Venture - Series Unknown ·
$6.0M
B
Boston, United States · Financial Services
Bento is a fintech stage that gives current dental protection options in contrast to the organization of…
Series A ·
$8.1M
G
Boston, United States · Financial Services
Gordon Brothers is a global advisory, restructuring and investment firm specializing in the retail, consumer…
Debt Financing ·
$300M
C
Boston, United States · Financial Services
Circle provides an online platform that enables users to send money quickly and easily. Circle uses…
Private Equity ·
$400M
I
Boston, United States · Financial Services
IndexZoo is a DeFi multi-chain ecosystem of index and leveraged token built for utmost accuracy, highest…
Seed ·
$2.0M
F
Boston, United States · Financial Services
Fishtail is a provider of a solution that allows freight forwarders to offer financing to their customers…
Seed ·
$4.5M
V
Boston, United States · Financial Services
Veson Nautical enables commercial maritime companies to make better business decisions and use their…
Private Equity ·
$100k
P
Boston, United States · Financial Services
As investors, we want our hard earned dollars to grow... we want those dollars to be safe... and we want…
Seed ·
$100k
A
Boston, United States · Financial Services
Actium Liquidity Partners is a financial service company that specializes in laying out graphically the…
Debt Financing ·
$4.6M
S
Boston, United States · Financial Services
Sayata delivers rapid growth to brokers and carriers that place commercial risk. The Sayata platform…
Series A ·
$35M
T
Boston, United States · Financial Services
Transmit Security provides innovative authentication and risk management solutions to the largest enterprises…
·
$543M
K
Boston, United States · Financial Services
Knox is the smart and frictionless way to turn the user's home into an investment property delivering passive…
Series A ·
$10M
E
Boston, United States · Financial Services
Esprezzo Dispatch allows enthusiasts, crypto traders and businesses to easily automate workflows using smart…
Seed ·
$2.0M
O
Boston, United States · Financial Services
Own Up provides a software solution that enables residential lending from various lenders. The company allows…
Series B ·
$12M
F
Boston, United States · Financial Services
Finch empowers you to access the benefits of investing without having to significantly change the way you…
·
$1.8M
H
Boston, United States · Financial Services
Robo Advisor for Immigrants/Expats
·
$300k

Funding stages of funded Financial Services startups in Boston

How the last 24 months of funding rounds for funded Financial Services startups in Boston break down by stage.

Stage
Rounds, last 24 months

A further 11 rounds in this period were announced without a stage label and are not ranked above.

About the FundedIQ Financial Services startup funding data in Boston

FundedIQ tracks announced startup funding rounds and organises them by company, funding date, stage, amount, industry, location and investor. The dataset is refreshed weekly, and new rounds are normalised and de-duplicated before they are published, so the same round reported twice on different dates is recorded once.

Figures on this page cover the 45 funded Financial Services startups in Boston currently tracked. Round counts, capital totals and the median round are computed over a trailing 24 months. Rounds whose amount was not disclosed (4 of 15 in that period) are counted as rounds but excluded from capital totals and from the median. The most recent round on record for funded Financial Services startups in Boston is dated May 2026.

The table above shows the 45 most recently funded companies. Full funding histories, investor lists and founder contacts across the whole dataset open on a FundedIQ plan.

Frequently asked questions

How many funded Financial Services startups are there in Boston?

FundedIQ tracks 45 funded Financial Services startups in Boston. This page lists the 45 most recently funded of them, ordered by the date of their latest round, and the full set is available on a FundedIQ plan.

How much funding have Financial Services startups in Boston raised?

Financial Services startups in Boston tracked by FundedIQ have raised $894M in disclosed capital across 15 funding rounds over the last 24 months, including 6 rounds in the last 12 months. 11 of those 15 rounds disclosed an amount; undisclosed rounds are excluded from the capital total.

What is a typical funding round size for Financial Services startups in Boston?

The median disclosed round over the last 24 months is $17M, and the middle half of rounds fall between $1.9M and $98M. Round sizes vary widely by stage, so the seed and later-stage bands sit well either side of that figure.

What is the most common funding stage for Financial Services startups in Boston?

Pre-Seed is the most common labelled stage, with 1 rounds in the last 24 months, ahead of Series A (1) and Series B (1). A further 11 rounds were announced without a stage label and are not counted here.

How often is the Financial Services startup funding data in Boston updated?

The dataset is refreshed weekly. New rounds are normalised and de-duplicated before they are published, and the most recent round currently on record for funded Financial Services startups in Boston is dated May 2026. Counts and totals on this page are recomputed on every refresh.

Related listings

14-day free trial · Cancel anytime

Know who just raised. Then know who to reach.

Every newly funded startup with its round, its investors and its founders: delivered weekly by email, or searchable in the app.

Alerts from $19/mo · Pro from $99/mo. Card required, nothing charged until day 15, and we email you 3 days before that.