Company lists · Data refreshed September 2026

Top 25 Investment firm recruiting companies based in Boston, United States

RevenueBase identified 288 investment firm recruiting companies headquartered in Boston, United States as of September 2026 and tracks 20,789 professional contacts across them, including 9,341 with verified work emails. Across the United States, New York is the largest hub for this category (1,746 companies); Boston has 288.

This list covers investment firm recruiting companies 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 28, 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 28, 2026 86% judged on-target in blind review
288Companies
20,789Contacts tracked
9,341Verified emails
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The 25 largest investment firm recruiting companies based in Boston, United States

Ranked by team size
Top 25 of 288 investment firm recruiting companies based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment firm recruiting 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 20261,001-5,0003,436 contacts →

Partial evidence

“For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 20261,001-5,0002,738 contacts →

Indirect evidence

“In 1924, MFS launched the US’ first open-end mutual fund.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 20261,001-5,0001,792 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 2026501-1,0001,010 contacts →

Partial evidence

“For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 2026201-500780 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 2026501-1,000517 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 2026501-1,000506 contacts →

Indirect evidence

“For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 2026201-500463 contacts →

Partial evidence

“NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200276 contacts →

Partial evidence

“For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory…”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200243 contacts →

Indirect evidence

“At SCS, our purpose is to transform wealth into possibility.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200236 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 2026201-500222 contacts →

Partial evidence

“Founded in Audax Group is a leading alternative investment manager based in Boston.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200209 contacts →

Indirect evidence

“Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200189 contacts →

Indirect evidence

“For more than 30 years, we've combined attractive valuations, strong fundamentals, and positive business momentum in every portfolio we manage.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200175 contacts →

Partial evidence

“Founded in 1982, TA Realty is an experienced and established real estate investment management firm.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 20261,001-5,000155 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 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 28, 2026
18Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200138 contacts →

Partial evidence

“CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals…”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200114 contacts →

Partial evidence

“Senné is an industry-leading real estate advisory and investment firm headquartered in Boston, Massachusetts.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202611-50110 contacts →

Indirect evidence

“Progress Partners is a Boston and New York-based corporate advisory firm that works with buyers and sellers of emerging growth companies to complete M&A or private placement…”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200101 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 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 28, 2026
23Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200100 contacts →

Indirect evidence

“At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values.”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200100 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-20090 contacts →

Partial 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 28, 2026

Showing 25 of 288 investment firm recruiting companies based in Boston, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 9,341 reachable decision-makers.

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Investment firm recruiting companies based in Boston, United States at a glance

As of Sep 28, 2026
44.9%Verified-email coverage
72.2Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
162
11-50
82
51-200
27
201-500
6
501-1,000
6
1,001-5,000
5

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 288 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 firm recruiting 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 Boston, United States whose own description of what they do matches “investment firm recruiting 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 firm recruiting 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 firm recruiting companies, 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, 9,341 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 28, 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 firm recruiting 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 firm recruiting 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 firm recruiting companies are there based in Boston, United States?

RevenueBase identified 288 investment firm recruiting companies 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?

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

Which city in the United States has the most investment firm recruiting companies?

New York leads the United States with 1,746 headquartered companies, followed by Chicago (432) and Dallas (358). Boston has 288.

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 9,341 verified decision-maker contacts tracked across these 288 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 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 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.