List of 9 PE Backed Financial Services Companies in Massachusetts

Name	Sector	Revenue $mlns	M&A Activity	Last 5 Years
Edelman Financial Engines PE Backed Hellman & Friedman Warburg Pincus HarbourVest Partners 2018-05-01 $3.02B Boston, Massachusetts, United States website	Financial Services	311	12	11	1
First Eagle PE Backed Crescent Capital Group 2022-10-04 Boston, Massachusetts, United States website	Financial Services	24	6	4	2
OneZero PE Backed Lovell Minnick Partners Golden Gate Capital 2019-06-25 Somerville, Massachusetts, United States website	Financial Services	-	1	1	-
Fiduciary Trust PE Backed GTCR 2025-11-19 Boston, Massachusetts, United States website	Financial Services	-	-	-	-
Clarus Capital PE Backed BharCap Partners 2021-12-15 Boston, Massachusetts, United States website	Financial Services	-	-	-	-
NFS Capital PE Backed Monroe Capital 2025-07-08 Beverly, Massachusetts, United States website	Financial Services	-	-	-	-
eSecLending PE Backed Parthenon Capital 2013-08-12 Boston, Massachusetts, United States website	Financial Services	-	-	-	-
Ironhorse Funding PE Backed Crestline Investors 2018-06-06 Beverly, Massachusetts, United States website	Financial Services	-	-	-	-
Onboard Partners PE Backed Stone Point Capital 2022-08-24 $210M Boston, Massachusetts, United States website	Financial Services	-	-	-	-

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PE Backed Financial Services Companies in Massachusetts