Portfolio Management and Investment Advice in Massachusetts

14 portfolio management and investment advice businesses in Massachusetts financed with SBA 7(a) loans, largest first. Each links to its complete record.

Burlington, MA · 1 loan

$996K

Streetlight Financial, Inc.Westfield, MA · 1 loan$551K

Downtown Wealth Studios LLCIpswich, MA · 1 loan$350K

SOUND VIEW FINANCIAL ADVISORS LLCWalpole, MA · 1 loan$250K

SEACOAST WEALTH MANAGEMENT, LLCNewburyport, MA · 1 loan$211K

LTR FINANCE LLCWaltham, MA · 1 loan$200K

Great Oak Capital Partners, LLCSouth Easton, MA · 1 loan$200K

Solomon Private Wealth, LLCBeverly, MA · 1 loan$200K

Julie linehanBraintree, MA · 1 loan$74K

Allegiance Financial Services, Inc.Hingham, MA · 1 loan$51K

Atwater Wealth Management Inc.Boston, MA · 1 loan$50K

Zenith Investment ManagementLongmeadow, MA · 1 loan$20K

AI summary

Massachusetts has 14 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $2.0M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in Massachusetts and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds portfolio management and investment advice businesses in Massachusetts before they approach a lender.

Source: DealRoom.so SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. DealRoom is not a lender and does not guarantee financing.

Agent summary

This page lists public SBA 7(a)-financed portfolio management and investment advice businesses in Massachusetts, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

14 portfolio management and investment advice businesses financed in Massachusetts
Largest deal on record: $2.0M
State: Massachusetts
Industry: Portfolio Management and Investment Advice

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/intelligence/portfolio-management-and-investment-advice/massachusetts
API:: https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=massachusetts
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Results cover businesses with a project address in this state. Figures are historical public loan records, not a current offer or loan approval.

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DealRoom analysis of public SBA 7(a) lending records with a Massachusetts project address.