Company lists · Data refreshed September 2026

Top 18 Asset management organizations based in Boston, United States

RevenueBase identified 34 asset management organizations headquartered in Boston, United States as of September 2026 and tracks 5,259 professional contacts across them, including 1,637 with verified work emails. Across the United States, New York is the largest hub for this category (109 companies); Boston follows with 34.

This list covers asset management organizations headquartered in Boston, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review
34Companies
5,259Contacts tracked
1,637Verified emails
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The 18 largest asset management organizations based in Boston, United States

Ranked by team size
Top 18 of 34 asset management organizations based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to asset management organizations: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBoston, MA, United StatesHQ checked Sep 30, 20261,001-5,0001,792 contacts →

Indirect evidence

“We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…”

Source: RevenueBase Database · checked Sep 30, 2026
2Partial evidenceBoston, MA, United StatesHQ checked Sep 30, 2026501-1,000517 contacts →

Partial evidence

“Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.”

Source: RevenueBase Database · checked Sep 30, 2026
3Indirect evidenceBoston, MA, United StatesHQ checked Sep 30, 202651-200209 contacts →

Indirect evidence

“Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.”

Source: RevenueBase Database · checked Sep 30, 2026
4Indirect evidenceBoston, MA, United StatesHQ checked Sep 30, 202651-200189 contacts →

Indirect evidence

“For more than 30 years, we've combined attractive valuations, strong fundamentals, and positive business momentum in every portfolio we manage.”

Source: RevenueBase Database · checked Sep 30, 2026
5Strong evidenceBoston, MA, United StatesHQ checked Sep 30, 202651-20032 contacts →

Strong evidence

“Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.”

Source: RevenueBase Database · checked Sep 30, 2026
6Strong evidenceBoston, MA, United StatesHQ checked Sep 30, 202611-5030 contacts →

Strong evidence

“CRE Management is a Boston-based real estate management company specializing in asset stabilization and value creation for owners, investors, and lenders.”

Source: RevenueBase Database · checked Sep 30, 2026
7Partial evidenceBoston, MA, United StatesHQ checked Sep 30, 202611-5029 contacts →

Partial evidence

“Seyon Management was founded from a unique perspective on real estate services.”

Source: RevenueBase Database · checked Sep 30, 2026
8Indirect evidenceBoston, MA, United StatesHQ checked Sep 30, 202651-20024 contacts →

Indirect evidence

“Experience.”

Source: RevenueBase Database · checked Sep 30, 2026
9Partial evidenceBoston, MA, United StatesHQ checked Sep 30, 202651-20020 contacts →

Partial evidence

“Meeting the needs of three key constituencies forms the basis of how we view our responsibilities as asset managers.”

Source: RevenueBase Database · checked Sep 30, 2026
10Strong evidenceBoston, MA, United StatesHQ checked Sep 30, 202611-5018 contacts →

Strong evidence

“Martingale Asset Management, founded in 1987 and based in Boston, manages equity portfolios for many of the world’s most demanding corporate pension plans, foundations…”

Source: RevenueBase Database · checked Sep 30, 2026
11Strong evidenceBoston, MA, United StatesHQ checked Sep 30, 202611-5015 contacts →

Strong evidence

“TCAM is an independent investment manager, providing asset management and consulting services to owners and funders of affordable housing and renewable energy.”

Source: RevenueBase Database · checked Sep 30, 2026
12Indirect evidenceBoston, MA, United StatesHQ checked Sep 30, 202611-5011 contacts →

Indirect evidence

“Wealth is so much more than an account balance or portfolio pie chart.”

Source: RevenueBase Database · checked Sep 30, 2026
13Partial evidenceBoston, MA, United StatesHQ checked Sep 30, 20261-109 contacts →

Partial evidence

“RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.”

Source: RevenueBase Database · checked Sep 30, 2026
14Partial evidenceBoston, MA, United StatesHQ checked Sep 30, 202611-508 contacts →

Partial evidence

“Clarendon Private is a Boston-based investment and wealth management company.”

Source: RevenueBase Database · checked Sep 30, 2026
15Indirect evidenceBoston, MA, United StatesHQ checked Sep 30, 20261-103 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 30, 2026
16Partial evidenceBoston, MA, United StatesHQ checked Sep 30, 20261-102 contacts →

Partial evidence

“Investment management services”

Source: RevenueBase Database · checked Sep 30, 2026
17Partial evidenceBoston, MA, United StatesHQ checked Sep 30, 202611-501 contacts →

Partial evidence

“Collingwood Wealth Management is an investment management company based out of 90 Canal Street Suite 400, Boston MA 02114”

Source: RevenueBase Database · checked Sep 30, 2026
18Strong evidenceBoston, MA, United StatesHQ checked Sep 30, 20261-101 contacts →

Strong evidence

“Deep Creek Advisors is a full-service wealth, planning, and investment management firm specializing in high-touch care in protecting and leveraging assets for professionals…”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 18 of 34 asset management organizations based in Boston, United States

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Asset management organizations based in Boston, United States at a glance

As of Sep 30, 2026
31.1%Verified-email coverage
154.7Average contacts per company
11-50Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
12
11-50
13
51-200
6
501-1,000
1
1,001-5,000
2

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 34 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management organizations, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Boston, United States whose own description of what they do matches “asset management organizations”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management organizations), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management organizations, and records with no verified work email. Companies headquartered outside Boston are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 1,637 across the full list. 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 30, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management organizations, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset management organizations are there based in Boston, United States?

RevenueBase identified 34 asset management organizations headquartered in Boston, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Cambridge Associates, headquartered in Boston, tops this list with the largest team on record.

Which city in the United States has the most asset management organizations?

New York leads the United States with 109 headquartered companies, followed by Boston (34) and San Francisco (30).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,637 verified decision-maker contacts tracked across these 34 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 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 Smart Search, 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.