List of 151 Massachusetts-based Financial Services Companies

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Berkshire Bank NYSE : BHLB Boston, Massachusetts, United States website	Financial Services	384	18	16	2
Independent Bank NASDAQ : INDB Rockland, Massachusetts, United States website	Financial Services	683	14	13	1
State Street NYSE : STT Boston, Massachusetts, United States website	Financial Services	12,919	14	12	2
Edelman Financial Engines PE Backed Hellman & Friedman Warburg Pincus HarbourVest Partners 2018-05-01 $3.02B Boston, Massachusetts, United States website	Financial Services	311	11	10	1
NewStar Financial, Inc. Acquired First Eagle Investment Management 2017-10-17 Boston, Massachusetts, United States website	Financial Services	220	14	8	6
Brookline Bank NASDAQ : BRKL Boston, Massachusetts, United States website	Financial Services	356	5	5	-
Fidelity Investments Private Boston, Massachusetts, United States website	Financial Services	-	5	5	-
Segal Advisors, Inc. Private Boston, Massachusetts, United States website	Financial Services	-	4	4	-
First Eagle PE Backed Crescent Capital Group LP 2022-10-04 Boston, Massachusetts, United States website	Financial Services	24	6	4	2
Boston Private Financial Holdings, Inc. Acquired SVB 2021-01-04 $900M Boston, Massachusetts, United States website	Financial Services	330	4	4	-
John Hancock Financial Services Inc. Acquired Manulife 2003-09-29 $10.3B Boston, Massachusetts, United States website	Financial Services	-	5	4	1
Sankaty Advisors LLC Private Boston, Massachusetts, United States website	Financial Services	-	6	3	3
Cambridge Trust NASDAQ : CATC Cambridge, Massachusetts, United States website	Financial Services	163	3	3	-
BankProv Acquired Needham Bank 2025-06-05 $211.8M Amesbury, Massachusetts, United States website	Financial Services	55	3	3	-
FleetBoston Financial Corp. Acquired Bank of America 2004-04-01 $47B Boston, Massachusetts, United States	Financial Services	-	6	3	3
Cayan Acquired TSYS 2017-12-18 $1.05B Boston, Massachusetts, United States website	Financial Services	-	3	3	-

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