Company lists · Data refreshed September 2026

Top 25 Fund management consultants based in Boston, United States

Name: Fund management consultants based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 68 companies tracked

RevenueBase identified 68 company matches for fund management consultants associated with Boston, United States as of September 2026 and tracks 1,797 professional contacts across them, including 911 with verified work emails. Across the United States, New York is the largest hub for this category (367 companies); Boston has 68.

This list covers company matches for fund management consultants 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 September 28, 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 Sep 28, 2026 How this list was built

68Companies

1,797Contacts tracked

911Verified emails

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The 25 largest fund management consultants based in Boston, United States

Ranked by team size

Top 25 of 68 company matches for fund management consultants based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	GMO	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	201-500	780 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Nepc, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	201-500	463 contacts →
	Exact match “NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Monument Group	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	59 contacts →
	Exact match “Monument Group is a leading global independent full-service capital advisory and fundraising partner in alternative investments with offices in the U.S, Europe and Asia.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Versailles Group, LTD	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	49 contacts →
	Exact match “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Capital Advisors Group, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	42 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Shepherd Kaplan Krochuk, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	32 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 · Sep 28, 2026 · View company records in RevenueBase
7	Mayflower Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	27 contacts →
	Exact match “Built on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Winslow, Evans & Crocker, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	24 contacts →
	Exact match “Experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Flagship Harbor Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	20 contacts →
	Exact match “Seeking veteran financial professionals looking to join an elite network of independent advisors who have banded together to gain leverage in our industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Millstreet Capital Management	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “Millstreet Capital Management is an SEC registered investment adviser.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Colchester Partners LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Penobscot Investment Management Company, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	14 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 · Sep 28, 2026 · View company records in RevenueBase
13	Alpha Pension Group	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Alpha Pension Group is a retirement consulting firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Siharum Advisors, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1-10	14 contacts →
	Exact match “Investment Advisory Firm Siharum Advisors, LLC is an independent investment advisory firm formed to serve high net worth individuals and foundations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Hoopoe Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “We strive to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Roundtable Strategy Advisors	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	13 contacts →
	Exact match “We are seasoned professionals within the consulting field and former C-Suite executives who know what it takes to get the job done efficiently and on-time.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Northeast Investment Management, INC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “Wealth is so much more than an account balance or portfolio pie chart.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Purefi Wealth	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “PUREfi Wealth provides comprehensive multi-generational wealth planning, investment management, and advisory services to individuals, families, and businesses through teams of…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Sentry Hill Financial Advisors, Northwestern Mutual	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “At Sentry Hill, people are our primary focus.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	JP Marvel Wealth Management	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “JP Marvel is an SEC-registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Clarendon Private	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “Clarendon Private is a Boston-based investment and wealth management company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Monument Financial Group Boston	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Helping Create Your Financial Plan.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Fiduciary Wealth Partners	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Fiduciary Wealth Partners is a 100% employee owned firm that serves clients in a transparent, fiduciary manner.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Timbuktu Capital Management, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Timbuktu Capital Management, LLC is an investment advisory company that helps individuals and small businesses reach their financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Great Point Wealth Advisors, LLC	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Great Point Wealth Advisors is a privately owned registered investment advisor founded in 2008.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “fund management consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 68 fund management consultants based in Boston, United States

See the full list, filter by size, metro and specialty, and access 911 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fund management consultants based in Boston, United States at a glance

As of Sep 28, 2026

50.7%Verified-email coverage

26.4Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 68 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 “fund management consultants” 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 911 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 September 28, 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.

Fund management consultants by metro in the United States

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 “fund management consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fund management consultants are there based in Boston, United States?

RevenueBase identified 68 company matches for fund management consultants associated with Boston, United States as of September 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?

GMO 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 fund management consultants?

New York leads the United States with 367 company records, followed by Chicago (127) and Atlanta (110). Boston has 68.

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 911 professional contacts with verified work emails tracked across these 68 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 September 28, 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.