Company lists · Data refreshed September 2026

Top 23 Algorithmic wealth management companies based in Boston, United States

Name: Algorithmic wealth management companies based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 44 companies tracked

RevenueBase identified 44 company matches for algorithmic wealth management companies associated with Boston, United States as of September 2026 and tracks 877 professional contacts across them, including 202 with verified work emails. Across the United States, New York is the largest hub for this category (180 companies); Boston has 44.

This list covers company matches for algorithmic wealth management companies associated with Boston, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built

44Companies

877Contacts tracked

202Verified emails

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The 23 largest algorithmic wealth management companies based in Boston, United States

Ranked by team size

Top 23 of 44 company matches for algorithmic wealth management companies based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	55ip	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	51-200	102 contacts →
	Exact match “55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Smartleaf	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	50 contacts →
	Exact match “Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	51-200	24 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Adaptive Investment Solutions, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	22 contacts →
	Exact match “Adaptive’s one-of-a-kind mission is to smooth out the ride-and level the playing field-so investors of all sizes can realize financial wellness by staying invested for long-term…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	NEW Frontier Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	19 contacts →
	Exact match “New Frontier is an investment technology and management firm founded in specializing in optimizing custom portfolios.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Claro Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	16 contacts →
	Exact match “Claro Advisors, LLC.("Claro") is an independent, fee-only, Registered Investment Advisor with the U.S.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	NDVR	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	51-200	15 contacts →
	Exact match “NDVR is a registered investment advisor that builds and manages custom portfolios designed to help our clients optimize their wealth in pursuit of their best life, with…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Penobscot Investment Management Company, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	14 contacts →
	Exact match “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Algorithmic Investment Models AIM	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	13 contacts →
	Exact match “At Algorithmic Investment Models, we combine human intelligence and AI to create powerful investment strategies designed to uncover opportunities others miss.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Blueleaf Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	10 contacts →
	Exact match “Modular wealth management platform for Advisors who love their clients and want their clients to love them back.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Cap8	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “Software platform for building and managing ETF-based investment portfolios.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Marathon Financial Group	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Marathon Financial Group is a high-touch financial planning and wealth management firm serving busy, high-earning professionals and retirees who value highly strategic and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Arcafeed Acq. By Whop	Exact match	Boston, United StatesHQ recorded Sep 16, 2026	11-50	7 contacts →
	Exact match “Arcafeed harnesses the power of AI agents to automate investment processes, helping hedge funds and institutional investors make smarter, data-driven decisions in real-time.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Great Point Wealth Advisors, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “Great Point Wealth Advisors is a privately owned registered investment advisor founded in 2008.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Nebo Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Nebo Wealth is a platform for: • Goals-based investing • Delivering personalized portfolio construction • Powered by award-winning wealth optimization It’s how advisory firms: •…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Archer BAY Capital	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “After more than twenty-five years managing portfolios for pensions, banks and a large insurance company, Terri Campbell started Archer Bay Capital to offer personalized financial…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Charter Capital Management, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Investment management services” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Collingwood Wealth Management	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	11-50	1 contacts →
	Exact match “Collingwood Wealth Management is an investment management company based out of 90 Canal Street Suite 400, Boston MA 02114” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Paceline Wealth Management, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Paceline Wealth Management is an investment advisor serving the Boston area that works with technology professionals and executives, entrepreneurs, and those seeking financial…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Abbilon Investments	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “WE BUILD FINANCIAL SUCCESS Abbilon is a registered investment adviser with a simple mission: To help everyone achieve financial independence.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Beaumont Capital Management BCM	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Beaumont Capital Management (BCM), powered by Algorithmic Investment Models (AIM), is an asset manager that provides Al-based portfolio solutions designed to give investors…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	A.I. Capital Management	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “A.I.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Norfleet Advisory At Cetera Wealth Services, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Helping driven individuals optimize their financial landscape.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “algorithmic wealth management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 23 of 44 algorithmic wealth management companies based in Boston, United States

See the full list, filter by size, metro and specialty, and access 202 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Algorithmic wealth management companies based in Boston, United States at a glance

As of Sep 16, 2026

23.0%Verified-email coverage

19.9Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 44 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Boston, United States whose business descriptions match “algorithmic wealth management companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 202 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Algorithmic wealth management companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “algorithmic wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many algorithmic wealth management companies are there based in Boston, United States?

RevenueBase identified 44 company matches for algorithmic wealth management companies associated with Boston, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

55ip tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most algorithmic wealth management companies?

New York leads the United States with 180 company records, followed by San Francisco (93) and Chicago (53). Boston has 44.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 202 professional contacts with verified work emails tracked across these 44 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.