Company lists · Data refreshed September 2026

Top 25 Direct indexing companies based in Boston, United States

Name: Direct indexing 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 19, 2026 54 companies tracked

RevenueBase identified 54 direct indexing companies headquartered in Boston, United States as of September 2026 and tracks 7,795 professional contacts across them, including 1,579 with verified work emails. New York is the largest hub.

This list covers direct indexing companies 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 19, 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 19, 2026 86% judged on-target in blind review

54Companies

7,795Contacts tracked

1,579Verified emails

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The 25 largest direct indexing companies based in Boston, United States

Ranked by team size

Top 25 of 54 direct indexing companies based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to direct indexing companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Loomis, Sayles & Company	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	501-1,000	1,010 contacts →
	Indirect 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 19, 2026
2	GMO	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	201-500	780 contacts →
	Indirect 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 19, 2026
3	Boston Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	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 19, 2026
4	State Street Global Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1,001-5,000	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 19, 2026
5	Breckinridge Capital Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	100 contacts →
	Indirect evidence “Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide the highest caliber of investment management.” Source: RevenueBase Database · checked Sep 19, 2026
6	Gw&k Investment Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	100 contacts →
	Indirect 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 19, 2026
7	Boston Trust Walden	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	90 contacts →
	Indirect 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 19, 2026
8	Appleton Partners, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	65 contacts →
	Indirect evidence “As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Source: RevenueBase Database · checked Sep 19, 2026
9	Anchor Capital Advisors LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	54 contacts →
	Indirect evidence “At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Source: RevenueBase Database · checked Sep 19, 2026
10	Winslow, Evans & Crocker, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	24 contacts →
	Indirect evidence “Experience.” Source: RevenueBase Database · checked Sep 19, 2026
11	Invenomic Capital Management LP	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	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 19, 2026
12	NEW Frontier Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “New Frontier is an investment technology and management firm founded in specializing in optimizing custom portfolios.” Source: RevenueBase Database · checked Sep 19, 2026
13	Weatherbie Capital, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	18 contacts →
	Indirect evidence “Boston-based Weatherbie Capital, LLC was founded in 1995 and is focused on US small to mid-cap growth stock investing.” Source: RevenueBase Database · checked Sep 19, 2026
14	NDVR	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	15 contacts →
	Indirect 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 19, 2026
15	Zevin Asset Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “Zevin Asset Management is an active investment manager with a 30-year track record of building customized equity and fixed income portfolios for clients who expect both…” Source: RevenueBase Database · checked Sep 19, 2026
16	Penobscot Investment Management Company, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Source: RevenueBase Database · checked Sep 19, 2026
17	Aureus Asset Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Aureus Asset Management is an independent investment firm that serves high-net-worth individuals, families, and institutional investors.” Source: RevenueBase Database · checked Sep 19, 2026
18	Windham Capital Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “Windham Capital Management is an independent investment advisor located at One Federal Street, Boston, MA.” Source: RevenueBase Database · checked Sep 19, 2026
19	Windhaven Investment Management, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect 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 19, 2026
20	Boston Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “Established in 1982, Boston Advisors is a boutique investment management firm, managing assets for institutional investors.” Source: RevenueBase Database · checked Sep 19, 2026
21	Dorfman Value Investments LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Dorfman Value Investments is an investment management firm focusing on value-oriented investments.” Source: RevenueBase Database · checked Sep 19, 2026
22	NBW Capital LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At NBW Capital, we are focused on delivering superior returns and helping you design a plan to achieve your financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
23	Avail Investment Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “OUR MISSION Portfolios with Purpose Avail seeks to grow clients’ wealth through thoughtful planning and by using our institutional experience to build portfolios designed to…” Source: RevenueBase Database · checked Sep 19, 2026
24	Archer BAY Capital	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	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 19, 2026
25	First Trust Direct Indexing	Strong evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	501-1,000	2 contacts →
	Strong evidence “First Trust Direct Indexing L.P.(formerly Veriti Management LLC) provides comprehensive and flexible options to allow your portfolio to reflect your values.” Source: RevenueBase Database · checked Sep 19, 2026

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: direct indexing companies. 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 direct indexing companies.
Partial evidence: Its own public description names part of direct indexing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name direct indexing companies. 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 54 direct indexing companies based in Boston, United States

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Direct indexing companies based in Boston, United States at a glance

As of Sep 19, 2026

20.3%Verified-email coverage

144.4Average contacts per company

11-50Median size (employees)

251.9%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 54 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 direct indexing companies, 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 “direct indexing companies”. 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 direct indexing companies), 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 direct indexing companies, 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, 1,579 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 19, 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.

Direct indexing companies 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 direct indexing companies, 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 direct indexing companies are there based in Boston, United States?

RevenueBase identified 54 direct indexing companies 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?

Loomis, Sayles & Company, headquartered in Boston, tops this list with the largest team on record.

Which city has the most direct indexing companies?

New York leads with 136 headquartered companies, followed by Chicago (62) and Boston (54).

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 1,579 verified decision-maker contacts tracked across these 54 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 19, 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.