Established in 1987, Boston Private Bank offers deposit and cash management services, residential mortgages, investment management services, and commercial banking for both individuals and businesses. The Bank is a leader in residential lending and provides commercial banking services to many of New England’s leading small and mid-size corporations. Under its Accessible Banking program, the Bank is an active provider of real estate financing for affordable housing, economic development, and small businesses. Boston Private Bank’s investment management emphasis is on mid to large cap equity and actively managed fixed income portfolios.

For more than a century, the Cambridge Trust Company name has been synonymous with personal and friendly service. Cambridge Trust is an independent, full-service bank offering personal and business banking as well as trust and investment managment for people who demand the highest levels of personal service and expertise.

Citibank, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.

Citizens Financial Group, Inc. is a $160 billion commercial bank holding company. It is headquartered in Providence, R.I., and, through its subsidiaries, has more than 1,500 branches, approximately 3,600 ATMs and approximately 23,000 employees. Its two bank subsidiaries are RBS Citizens, N.A. and Citizens Bank of Pennsylvania. They operate a 12-state branch network under the Citizens Bank brand in Connecticut, Delaware, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island and Vermont, and the Charter One brand in Illinois, Michigan and Ohio. CFG has non-branch retail and commercial offices in about 40 states. It is one of the 10 largest commercial banking companies in the United States ranked by assets. CFG is owned by RBS (The Royal Bank of Scotland Group plc).

Eastern Bank is the largest independent, mutually owned bank in New England. We offer banking, investments and insurance all under one roof, and we pride ourselves on working harder to understand our customers’ needs so we can deliver these services in a committed and personal way.

Fidelity Investments manages a large family of mutual funds, provides fund distribution and investment advice services, as well as providing discount brokerage services, retirement services, wealth management, securities execution and clearance, life insurance and a number of other services.

Realizing entrepreneurial innovation is the mission of Flagship Ventures.   The firm operates through two synergistic units: VentureLabs which invents and launches transformative companies, and Venture Capital, which finances and realizes innovative, early-stage companies.  Founded in 2000, and based in Cambridge, MA, Flagship Ventures manages over $900 million in capital.  The Flagship team innovates and invests in three principal business sectors: therapeutics, medical technologies, and sustainability/clean technology.  Whether we are founding or funding new ventures, our commitment to maximizing the value of entrepreneurial innovation is unparalleled.

Goloboy CPA LLC offers accounting, business consulting and tax planning services to individuals, non-profits and small businesses, with a focus on start-up and emerging companies. Our modest size allows us to provide personalized, thorough and expert advice to each and every client.

At Highland Capital Partners, we have always been focused on one goal: to help great people build great companies. Since our inception in 1988, we have invested in over 225 seed, early and growth stage companies – over 100 of which have gone public or been acquired to date. We emphasize a team-oriented approach in providing the right mix of strategic guidance, hands-on leadership and deep industry domain expertise in helping entrepreneurs and their teams to become market-leading organizations.