Company lists · Data refreshed September 2026

Top 20 Endowment management firms based in Boston, United States

RevenueBase identified 29 endowment management firms headquartered in Boston, United States as of September 2026 and tracks 834 professional contacts across them, including 459 with verified work emails. New York is the largest hub.

This list covers endowment management 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 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
29Companies
834Contacts tracked
459Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 20 largest endowment management firms based in Boston, United States

Ranked by team size
Top 20 of 29 endowment management firms 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 endowment management firms: 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
1Partial evidenceBoston, MA, United StatesHQ checked Sep 19, 202651-200150 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 19, 2026
2Partial evidenceBoston, MA, United StatesHQ checked Sep 19, 202651-200101 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceBoston, MA, United StatesHQ checked Sep 19, 202651-200100 contacts →

Partial 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
4Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 202651-20090 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
5Partial evidenceBoston, MA, United StatesHQ checked Sep 19, 202651-20058 contacts →

Partial evidence

“Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceBoston, MA, United StatesHQ checked Sep 19, 202651-20053 contacts →

Partial evidence

“Longfellow is a majority employee-owned, certified Women's Business Enterprise (WBE) investment management firm proudly serving clients since 1986.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 202611-5035 contacts →

Indirect evidence

“Too often, investors are handed portfolios labeled “sustainable” that barely live up to the name.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceBoston, MA, United StatesHQ checked Sep 19, 202611-5032 contacts →

Partial evidence

“Woodstock Corporation is a privately-owned wealth management firm.”

Source: RevenueBase Database · checked Sep 19, 2026
9Strong evidenceBoston, MA, United StatesHQ checked Sep 19, 202611-5016 contacts →

Strong evidence

“Highfields Capital Management is a value-oriented investment management firm which manages private investment funds for endowments, charitable and philanthropic foundations…”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 20261-1014 contacts →

Indirect evidence

“Investment Advisory Firm Siharum Advisors, LLC is an independent investment advisory firm formed to serve high net worth individuals and foundations.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceBoston, MA, United StatesHQ checked Sep 19, 202611-5013 contacts →

Partial 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
12Strong evidenceBoston, MA, United StatesHQ checked Sep 19, 202611-5013 contacts →

Strong evidence

“We dedicate ourselves to wealth management for individuals, their families and endowments.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 202611-5011 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceBoston, MA, United StatesHQ checked Sep 19, 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 19, 2026
15Partial evidenceBoston, MA, United StatesHQ checked Sep 19, 202611-506 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Olive Tree Capital invests across asset classes from an evergreen pool of capital without structure, size, or time horizon constraints.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect 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 19, 2026
18Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 20261-103 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
19Indirect evidenceBoston, MA, United StatesHQ checked Sep 19, 2026201-5003 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
20Strong evidenceBoston, MA, United StatesHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“A boutique wealth management firm helping families and endowments with their Next Chapters”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 20 of 29 endowment management firms based in Boston, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 459 reachable decision-makers.

Free signup · no credit card

View the full list →

Endowment management firms based in Boston, United States at a glance

As of Sep 19, 2026
55.0%Verified-email coverage
28.8Average contacts per company
11-50Median size (employees)
327.6%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
10
11-50
10
51-200
8
201-500
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 29 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 endowment management 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 “endowment management 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 endowment management 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 endowment management 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, 459 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.

Endowment management 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 endowment management 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 endowment management firms are there based in Boston, United States?

RevenueBase identified 29 endowment management 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?

Weiss Asset Management, headquartered in Boston, tops this list with the largest team on record.

Which city has the most endowment management firms?

New York leads with 95 headquartered companies, followed by Boston (29) and Chicago (28).

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 459 verified decision-maker contacts tracked across these 29 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.

Ready to reach these companies? Verified emails and direct dials for all 29 endowment management firms based in Boston, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.