{"ok":true,"canonical_url":"https://dealroom.so/intelligence/investment-banking-and-securities-intermediation/massachusetts","api_url":"https://dealroom.so/api/public/industries/investment-banking-and-securities-intermediation?state=massachusetts","data_freshness":{"sba_records_through":"2026-05-31","fdic_records_through":"2026-03-31","dealroom_last_updated":"2026-06-16","timezone":"America/Chicago"},"methodology":{"label":"Industry risk & acquisition-data methodology","url":"https://dealroom.so/methodology/industry-risk"},"source_summary":["Public SBA 7(a) loan records","FDIC institution data","DealRoom lender and franchise enrichment"],"industry":{"name":"Investment Banking and Securities Intermediation","slug":"investment-banking-and-securities-intermediation","naics2":"52","business_count":26,"total_gross":18089900,"typical_financing":695765,"top_states":[{"state":"CA","state_name":"California","count":6,"url":"https://dealroom.so/intelligence/investment-banking-and-securities-intermediation/california"},{"state":"NY","state_name":"New York","count":3,"url":"https://dealroom.so/intelligence/investment-banking-and-securities-intermediation/new-york"},{"state":"TX","state_name":"Texas","count":3,"url":"https://dealroom.so/intelligence/investment-banking-and-securities-intermediation/texas"},{"state":"MA","state_name":"Massachusetts","count":2,"url":"https://dealroom.so/intelligence/investment-banking-and-securities-intermediation/massachusetts"},{"state":"SC","state_name":"South Carolina","count":2,"url":"https://dealroom.so/intelligence/investment-banking-and-securities-intermediation/south-carolina"},{"state":"CO","state_name":"Colorado","count":1,"url":"https://dealroom.so/intelligence/investment-banking-and-securities-intermediation/colorado"},{"state":"IN","state_name":"Indiana","count":1,"url":"https://dealroom.so/intelligence/investment-banking-and-securities-intermediation/indiana"},{"state":"KY","state_name":"Kentucky","count":1,"url":"https://dealroom.so/intelligence/investment-banking-and-securities-intermediation/kentucky"},{"state":"MI","state_name":"Michigan","count":1,"url":"https://dealroom.so/intelligence/investment-banking-and-securities-intermediation/michigan"},{"state":"MO","state_name":"Missouri","count":1,"url":"https://dealroom.so/intelligence/investment-banking-and-securities-intermediation/missouri"}],"state_scope":{"state":"MA","state_name":"Massachusetts","returned":2,"complete":true,"businesses":[{"name":"OLIVE TREE WEALTH MANAGEMENT INC","city":"Waltham","state":"MA","loan_count":1,"total_gross":1100000,"url":"https://dealroom.so/businesses/olive-tree-wealth-management-inc-ma"},{"name":"Oxygen Financial Boston, LLC","city":"Boston","state":"MA","loan_count":2,"total_gross":500000,"url":"https://dealroom.so/businesses/oxygen-financial-boston-llc-ma"}]}},"caveats":["Informational only — figures are historical public SBA 7(a) loan records, not a current offer or loan approval.","Business locations are ZIP-area centroids; state scoping uses the project address on the public record."],"citation":{"label":"DealRoom industry SBA intelligence","url":"https://dealroom.so/intelligence/investment-banking-and-securities-intermediation/massachusetts","source_type":"DealRoom Data"}}