Business Directory
Category: Banking & Financial Services Businesses
NEACH Payments Group
NEACH Payments Group (NPG) is a wholly-owned subsidiary of NEACH, the New England Automated Clearing House Association. We work hard to create a payments landscape that is safe, compliant, and...Keep Reading
eCIO
eCIO is a Registered Investment Advisor dedicated exclusively to serving nonprofits, helping organizations across Massachusetts and nationwide build strong, mission-aligned investment programs. We partner with nonprofits across a wide range...Keep Reading
Imperia Wealth Management
We are a comprehensive wealth management firm with particular specialty in working with non-profits. We have several key members of our firm very involved in non-profits, paricipating on multiple boards...Keep Reading
Holdings
Do good—not paperwork. Holdings keeps every grant and program dollar organized automatically, with zero-fee banking, 2% earnings, simple spending controls, and audit-ready records. No spreadsheets. No fuss. Just more time...Keep Reading
South Shore Bank
At South Shore Bank we pride ourselves on serving our clients as well as the greater community. As a mutual bank, our commitment is rooted in the needs of our...Keep Reading
Dedham Savings
Incorporated in 1831, Dedham Savings is one of the oldest banks in Massachusetts still doing business under its original charter. The Bank delivers technology-driven solutions in a client-centric way to...Keep Reading
Cambridge Savings Bank
Cambridge Savings Bank is an innovative community bank built upon personalized service. For nearly 200 years, we have supported nonprofits that serve a vital role throughout Greater Boston. We simplify...Keep Reading
Salem Five Bank
Salem Five is a full‑service, mutually owned financial services company serving individuals, families, and businesses across New England. Founded in 1855, we provide comprehensive banking, lending, mortgage, investment, and insurance...Keep Reading
MassDevelopment
MassDevelopment works with nonprofit organizations and institutions to help them get the assistance they need to upgrade equipment, build new structures, or renovate existing ones. Additionally, nonprofits with established small...Keep Reading
Main Street Bank
We provide an extensive array of customized deposit, cash management and lending solutions for the needs of commercial clients and their leadership teams. Main Street Bank’s clients benefit from elite...Keep Reading
Bluestone Bank
We’ve helped non-profit organizations in Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether your unique needs include finding a safe place...Keep Reading
Sentinel Group
We are one of the largest employee benefits firms in the Northeast, was founded in 1987. What began as a family business has grown to serve more than 3,000 businesses...Keep Reading
Santander Bank
Santander Bank is one of the country’s largest retail and commercial banks. With a commercial presence across the country and retail branches in eight states across the economically vibrant northeast...Keep Reading
Plum Street Advisors, LLC
Plum Street Advisors is a financial planning and investment firm with a focus on non-profits. Our professionals have served and/or currently serve as treasurer, board chair, and finance committee members...Keep Reading
Kelliher Corbett Group at Morgan Stanley
For over 27 years, The Kelliher Corbett Group at Morgan Stanley has been a trusted advisor to nonprofit organizations, businesses, individuals, and families. We provide full-scale, customized solutions for a...Keep Reading
Zevin Asset Management
For over 25 years, Zevin Asset Management has helped non-profits look after their investments with customized socially responsible portfolios. We acknowledge the unpredictability of financial markets and we understand that...Keep Reading
Moody Street Group, LLC
The Moody Street Group, LLC, a General Agency of the Companies of OneAmerica®, offers a variety of insurance and financial products and services to individuals, executives, professionals, and business owners....Keep Reading
Massachusetts CORE Plan
We offer a 401(k) Retirement Plan specifically designed for nonprofits in Massachusetts, where the Office of the State Treasurer, as Plan Sponsor, provides fiduciary and administrative oversight to reduce the...Keep Reading