Company lists · Data refreshed November 2026

Top 25 Divested investment managers based in Boston, United States

RevenueBase identified 56 company matches for divested investment managers associated with Boston, United States as of November 2026 and tracks 51,559 professional contacts across them, including 20,014 with verified work emails. Across the United States, New York is the largest hub for this category (197 companies); Boston has 56.

This list covers company matches for divested investment managers 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 November 6, 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 Nov 6, 2026 How this list was built
56Companies
51,559Contacts tracked
20,014Verified emails
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The 25 largest divested investment managers based in Boston, United States

Ranked by team size
Top 25 of 56 company matches for divested investment managers based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202610001+44,198 contacts →

Exact match

“At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchBoston, MA, United StatesHQ recorded Nov 6, 20261,001-5,0001,882 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchBoston, MA, United StatesHQ recorded Nov 6, 2026501-1,000538 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchBoston, United StatesHQ recorded Nov 6, 202651-200193 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchBoston, MA, United StatesHQ recorded Nov 6, 20261,001-5,000174 contacts →

Exact match

“For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202651-200167 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202651-200107 contacts →

Exact match

“Congress Asset Management is a privately owned investment management firm based in Boston, MA.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202651-20095 contacts →

Exact match

“We are an independent, employee-owned organization that specializes in actively managed multi-asset and equity investment strategies for individual and institutional investors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202651-20073 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202611-5053 contacts →

Exact match

“At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202651-20036 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202611-5035 contacts →

Exact match

“Howland Capital is an independent registered investment adviser offering a tailored approach to managing wealth for individuals, families, foundations and institutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202651-20025 contacts →

Exact match

“Experience.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202611-5020 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchBoston, United StatesHQ recorded Nov 6, 20261-1018 contacts →

Exact match

“Acquisitions Premium Brokerage Appraisals Total Portfolio Management - From inbound leads, marketplace management, pricing, negotiations, and transfers we can do it all for your…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202611-5014 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 · Nov 6, 2026 · View company records in RevenueBase
17Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202611-5014 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202651-20011 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 · Nov 6, 2026 · View company records in RevenueBase
19Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202611-5010 contacts →

Exact match

“Mindoro Capital Partners is an independent, privately held investment firm serving a community of prominent individuals, families, and institutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202611-5010 contacts →

Exact match

“Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202651-2009 contacts →

Exact match

“Shepherd Kaplan, LLC is now the wealth management division of Shepherd Kaplan Krochuk, LLC, serving individuals, family offices, and institutions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202611-508 contacts →

Exact match

“Established in 1982, Boston Advisors is a boutique investment management firm, managing assets for institutional investors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchBoston, MA, United StatesHQ recorded Nov 6, 20261-105 contacts →

Exact match

“Great Point Wealth Advisors is a privately owned registered investment advisor founded in 2008.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchBoston, MA, United StatesHQ recorded Nov 6, 20261-103 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 · Nov 6, 2026 · View company records in RevenueBase
25Exact matchBoston, MA, United StatesHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Investment management services”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 56 divested investment managers based in Boston, United States

See the full list, filter by size, metro and specialty, and access 20,014 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Divested investment managers based in Boston, United States at a glance

As of Nov 6, 2026
38.8%Verified-email coverage
920.7Average contacts per company
11-50Median size (employees)
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
14
51-200
12
201-500
4
501-1,000
2
1,001-5,000
4
10001+
1

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 56 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 “divested investment managers” 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 20,014 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 November 6, 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.

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 “divested investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many divested investment managers are there based in Boston, United States?

RevenueBase identified 56 company matches for divested investment managers associated with Boston, United States as of November 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?

State Street 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 divested investment managers?

New York leads the United States with 197 company records, followed by Chicago (57) and Boston (56).

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 20,014 professional contacts with verified work emails tracked across these 56 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 November 6, 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.