Company lists · Data refreshed September 2026
Top 25 Buy-side investment firms based in Boston, United States
RevenueBase identified 52 buy-side investment firms headquartered in Boston, United States as of September 2026 and tracks 13,379 professional contacts across them, including 5,175 with verified work emails. Across the United States, New York is the largest hub for this category (200 companies); Boston has 52.
This list covers buy-side investment firms 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 27, 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.
The 25 largest buy-side investment firms based in Boston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,436 contacts → | ||||
Partial evidence “For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 1,792 contacts → | ||||
Partial 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 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,010 contacts → | ||||
Partial evidence “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 780 contacts → | ||||
Partial evidence “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 517 contacts → | ||||
Indirect 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 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 189 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 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 155 contacts → | ||||
Indirect evidence “For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 150 contacts → | ||||
Partial evidence “For over 30 years, Weiss Asset Management has developed proprietary value-based investment strategies designed to deliver high risk-adjusted returns to our investors, who include…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 101 contacts → | ||||
Partial evidence “Congress Asset Management is a privately owned investment management firm based in Boston, MA.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 100 contacts → | ||||
Partial evidence “Founded in 1974, GW & K Investment Management is a dynamic Boston-based investment management firm that offers active equity and fixed income investment solutions to meet the…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 90 contacts → | ||||
Partial evidence “We are an independent, employee-owned organization that specializes in actively managed multi-asset and equity investment strategies for individual and institutional investors.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 48 contacts → | ||||
Partial evidence “LMCG Investments, LLC (“LMCG” or the “firm”) is an independent investment management firm with offices in Boston and New York focused on Alternative Investments and Wealth…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 19 contacts → | ||||
Indirect evidence “Invenomic Capital Management employs a disciplined, fundamentally-driven research process to build a diversified portfolio of primarily U.S.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 18 contacts → | ||||
Indirect 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 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 18 contacts → | ||||
Indirect evidence “Clough Capital Partners L.P.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 18 contacts → | ||||
Indirect evidence “Verdad is a global asset management firm driven by an unwavering commitment to intellectual integrity through rigorous research and its practical application.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 16 contacts → | ||||
Indirect evidence “Acquisitions Premium Brokerage Appraisals Total Portfolio Management - From inbound leads, marketplace management, pricing, negotiations, and transfers we can do it all for your…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 15 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 11 contacts → | ||||
Indirect evidence “Wealth is so much more than an account balance or portfolio pie chart.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 10 contacts → | ||||
Partial evidence “Windham Capital Management is an independent investment advisor located at One Federal Street, Boston, MA.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 8 contacts → | ||||
Partial evidence “Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Partial evidence “Established in 1982, Boston Advisors is a boutique investment management firm, managing assets for institutional investors.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Partial evidence “Liberty Cove's mission is to provide innovative, diversifying, and cost-effective investment strategies and capabilities to wealth managers.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 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 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Strong evidence “The premier buy-side M&A advisory firm, delivering proprietary deal flow driven by rigorous research and execution.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: buy-side investment firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names buy-side investment firms.
- Partial evidence
- Its own public description names part of buy-side investment firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name buy-side investment firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 52 buy-side investment firms based in Boston, United States
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Buy-side investment firms based in Boston, United States at a glance
As of Sep 27, 2026Companies by employee count
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 52 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 buy-side investment firms, 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 “buy-side investment firms”. 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 buy-side investment firms), 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 buy-side investment firms, 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, 5,175 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 27, 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.
Buy-side investment firms by metro in the United States
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 buy-side investment firms, 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 buy-side investment firms are there based in Boston, United States?
RevenueBase identified 52 buy-side investment firms 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?
Wellington Management, headquartered in Boston, tops this list with the largest team on record.
Which city in the United States has the most buy-side investment firms?
New York leads the United States with 200 headquartered companies, followed by Chicago (54) and Boston (52).
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 5,175 verified decision-maker contacts tracked across these 52 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 27, 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.
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