Company lists · Data refreshed October 2026

Top 25 Financial services investors based in Boston, United States

RevenueBase identified 48 company matches for financial services investors associated with Boston, United States as of October 2026 and tracks 4,479 professional contacts across them, including 2,303 with verified work emails. Across the United States, New York is the largest hub for this category (432 companies); Boston has 48.

This list covers company matches for financial services investors 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 October 12, 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 Oct 12, 2026 How this list was built
48Companies
4,479Contacts tracked
2,303Verified emails
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The 25 largest financial services investors based in Boston, United States

Ranked by team size
Top 25 of 48 company matches for financial services investors based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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 Oct 12, 20261,001-5,0002,228 contacts →

Exact match

“Founded in 1984, Bain Capital is one of the world’s leading private investment firms.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2Exact matchBoston, MA, United StatesHQ recorded Oct 12, 2026201-500912 contacts →

Exact match

“TA is a leading global private equity firm focused on scaling growth in profitable companies.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202651-200482 contacts →

Exact match

“Summit Partners is a global alternative investment firm with capital dedicated to growth equity, fixed income, and public equity opportunities.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202651-200219 contacts →

Exact match

“Based in Boston and New York City, Charlesbank is a leading middle-market private investment firm with $21.5 billion in assets under management as of 3/31/2026.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202651-200161 contacts →

Exact match

“THL Partners is a Boston-based private equity firm investing in middle-market growth companies in three industry groups: Financial & Essential Services, Healthcare, and Technology.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6Exact matchBoston, MA, United StatesHQ recorded Oct 12, 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 · Oct 12, 2026 · View company records in RevenueBase
7Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-5057 contacts →

Exact match

“BayPine is a private investment firm that seeks to create lasting value for the firm's investors, portfolio companies and communities in which they operate by driving innovation…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-5038 contacts →

Exact match

“Copley Equity Partners is a private investment firm based in Boston, MA, and Denver, CO.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-5029 contacts →

Exact match

“Bowen partners with growth tech companies to drive value creation within the innovation economy.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10Exact matchBoston, United StatesHQ recorded Oct 12, 202611-5027 contacts →

Exact match

“Ethos Capital is an operations-focused investment firm that partners with information service companies.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-5023 contacts →

Exact match

“1251 Capital Group is a financial services holding company with deep industry operating experience in the asset management and insurance sectors.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-5020 contacts →

Exact match

“At The Raptor Group, we source and invest in companies across various stages and asset classes, ranging from early stage to both private and public equity to funds.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-1017 contacts →

Exact match

“Boston-based Weatherbie Capital, LLC was founded in 1995 and is focused on US small to mid-cap growth stock investing.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-5017 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15Exact matchBoston, MA, United StatesHQ recorded Oct 12, 202611-5011 contacts →

Exact match

“Century Equity Partners focuses exclusively on making private equity investments in lower middle-market financial services companies.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-1010 contacts →

Exact match

“Tideshift Capital Group is a Boston-based investment firm purpose-built to acquire and accelerate the growth of data-rich, vertically focused B2B software and tech-enabled…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-109 contacts →

Exact match

“Founded in 2008, Lincoln Peak Capital is a long-term, supportive equity partner to entrepreneurial management teams of high-quality asset management firms.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-109 contacts →

Exact match

“KSV Global is a Boston-based investment firm that takes a differentiated approach to growth equity investments in the United States, Europe, and Asia.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-109 contacts →

Exact match

“BayBoston is a private equity manager and and advisory firm focused on originating, structuring, and managing investment opportunities across the United States and Latin America…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-107 contacts →

Exact match

“Since 1997, Boston-based Spinnaker Capital LLC has been investing in private companies, real assets, and a variety of funds on behalf of a select number of high net-worth families.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-107 contacts →

Exact match

“Miri Capital Management LLC is a boutique investment fund manager, headquartered in Boston, MA with offices in Tacoma, WA and Portland, ME.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-105 contacts →

Exact match

“Propel Equity is a people-oriented investment firm that partners with owners and management teams to execute transformational growth strategies.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-104 contacts →

Exact match

“We invest in exceptional growth companies.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-103 contacts →

Exact match

“Westview Partners LLC (“Westview”) is a privately-held investment firm based in Boston.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25Exact matchBoston, MA, United StatesHQ recorded Oct 12, 20261-103 contacts →

Exact match

“Sunderland Capital Partners is an investment management firm that seeks to generate superior long-term returns by investing in a limited number of companies over a multi-year time…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

Showing 25 of 48 financial services investors based in Boston, United States

See the full list, filter by size, metro and specialty, and access 2,303 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services investors based in Boston, United States at a glance

As of Oct 12, 2026
51.4%Verified-email coverage
93.3Average contacts per company
1-10Median size (employees)
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
11
51-200
5
201-500
1
1,001-5,000
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 48 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 “financial services investors” 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 2,303 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 October 12, 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 “financial services investors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services investors are there based in Boston, United States?

RevenueBase identified 48 company matches for financial services investors associated with Boston, United States as of October 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?

Bain Capital 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 financial services investors?

New York leads the United States with 432 company records, followed by Chicago (75) and Los Angeles (73). Boston has 48.

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 2,303 professional contacts with verified work emails tracked across these 48 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 October 12, 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.