Company lists · Data refreshed September 2026

Top 24 Investment companies based in Boca Raton, United States

Name: Investment companies based in Boca Raton, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 58 companies tracked

RevenueBase identified 58 investment companies headquartered in Boca Raton, United States as of September 2026 and tracks 273 professional contacts across them, including 74 with verified work emails. New York is the largest hub.

This list covers investment companies headquartered in Boca Raton, 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 20, 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 20, 2026 86% judged on-target in blind review

58Companies

273Contacts tracked

74Verified emails

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The 24 largest investment companies based in Boca Raton, United States

Ranked by team size

Top 24 of 58 investment companies based in Boca Raton, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment 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	EJS	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “EJS is the parent company of a large and varied portfolio including but not limited to the following areas.” Source: RevenueBase Database · checked Sep 20, 2026
2	Lawless, Edwards And Warren	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “Founded in 1994, Lawless, Edwards & Warren - Wealth Management consists of highly-credentialed and skilled financial advisors who practice as client advocates assisting with…” Source: RevenueBase Database · checked Sep 20, 2026
3	Wealth Empowerment Financial Strategies	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “Our responsibility to our clients comes first.” Source: RevenueBase Database · checked Sep 20, 2026
4	Pebb Capital	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “Founded in 2014 by the Rosenberg family, Pebb Capital is a diversified, multi-strategy real estate and private equity investment firm.” Source: RevenueBase Database · checked Sep 20, 2026
5	Benchmark Financial Wealth Advisors	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Strong evidence “Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services.” Source: RevenueBase Database · checked Sep 20, 2026
6	RED Pine Communities FL	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Strong evidence “Red Pine Communities was founded in 2020 to pursue value-add multifamily, mobile home park, and RV Resort investment opportunities.” Source: RevenueBase Database · checked Sep 20, 2026
7	Financial Trust Asset Management	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “Financial Trust Asset Management empowers investors and investment professionals to achieve financial success through trusted relationships, expert guidance, and personalized…” Source: RevenueBase Database · checked Sep 20, 2026
8	Greenbird Capital LLC	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “Greenbird Capital, LLC is a full-service Investment Firm committed to offering a high caliber service that targets each individual’s needs and goals.” Source: RevenueBase Database · checked Sep 20, 2026
9	The Bridge Group INC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence “The Bridge Group is a firm of experienced employee and personal financial professionals.” Source: RevenueBase Database · checked Sep 20, 2026
10	Bergen Asset Management, LLC	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “Bergen Asset Management, LLC (“Bergen”) is a U.S-based global institutional investor focusing on direct investments in high growth publicly-traded and private companies.” Source: RevenueBase Database · checked Sep 20, 2026
11	Marc Bell Capital	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Strong evidence “Marc Bell Capital is an investment firm with a focus on venture capital, private equity, finance, hospitality, and theatrical endeavors.” Source: RevenueBase Database · checked Sep 20, 2026
12	Statetrust	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	51-200	5 contacts →
	Indirect evidence “StateTrust, es una firma privada, dedicada a la gestión de patrimonios y banca de inversión, que atiende a personas de alto patrimonio a través de una oferta de servicios de…” Source: RevenueBase Database · checked Sep 20, 2026
13	Greener Path Retirement Planning	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Greener Path Retirement has the flexibility to offer clients access to a wide range of non-proprietary products and services - without the obligation to sell any particular…” Source: RevenueBase Database · checked Sep 20, 2026
14	The Alin Financial Group	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “My mission is to combine in-depth investment product knowledge with the highest quality service to help my clients build wealth in a manner consistent with their goals.” Source: RevenueBase Database · checked Sep 20, 2026
15	Fiduciary Family Office	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Fiduciary Family Office serves as our clients’ Chief Financial Officer, providing sophisticated tax, estate, and investment solutions concurrent with timely financial analysis to…” Source: RevenueBase Database · checked Sep 20, 2026
16	Diversified Financial Solutions, INC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “For many, understanding every aspect of personal finance can be daunting.” Source: RevenueBase Database · checked Sep 20, 2026
17	Meredith Mergers, LLC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Indirect evidence “Meredith Mergers was founded in 1993 by former Bear Stearns Executive, Jack Meredith.” Source: RevenueBase Database · checked Sep 20, 2026
18	Corvin Capital	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Strong evidence “Corvin Capital, LLC is a strategic investment and advisory firm focused on real estate, capital markets, and private equity.” Source: RevenueBase Database · checked Sep 20, 2026
19	Ulin & Co. Wealth Management	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “is a trusted, independent based in Boca Raton, Florida, serving successful individuals, families, retirees, business owners, and entrepreneurs since 2002-locally and nationwide.” Source: RevenueBase Database · checked Sep 20, 2026
20	Royal Palm Capital Partners	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	2 contacts →
	Strong evidence “Royal Palm Capital Partners - private equity investment and management firm” Source: RevenueBase Database · checked Sep 20, 2026
21	Q7capital	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	1 contacts →
	Strong evidence “Q7Capital is an investment, advisory, and fund placement firm, with a focus on alternative investments.” Source: RevenueBase Database · checked Sep 20, 2026
22	SKY Alpha Asset Advisors	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Strong evidence “Sky Alpha Asset Advisors is an independent Registered Investment Advisory (RIA) firm offering sophisticated investment management services to high-net-worth individuals, families…” Source: RevenueBase Database · checked Sep 20, 2026
23	Financial Connection, INC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Financial Connection was founded in 1988 to provide Financial Planning, Asset & Wealth Management, and Employee Benefit services to Individuals, Families, Businesses and Other…” Source: RevenueBase Database · checked Sep 20, 2026
24	Tenth Street Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “We buy small businesses.” Source: RevenueBase Database · checked Sep 20, 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: investment 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 investment companies.
Partial evidence: Its own public description names part of investment companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment 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 24 of 58 investment companies based in Boca Raton, United States

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Investment companies based in Boca Raton, United States at a glance

As of Sep 20, 2026

27.1%Verified-email coverage

4.7Average contacts per company

1-10Median size (employees)

1403.4%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Boca Raton, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 58 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 investment 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 Boca Raton, United States whose own description of what they do matches “investment 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 investment 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 investment companies, and records with no verified work email. Companies headquartered outside Boca Raton 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, 74 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 20, 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.

Investment 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 investment 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 investment companies are there based in Boca Raton, United States?

RevenueBase identified 58 investment companies headquartered in Boca Raton, 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?

EJS, headquartered in Boca Raton, tops this list with the largest team on record.

Which city has the most investment companies?

New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).

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 74 verified decision-maker contacts tracked across these 58 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 20, 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.