Company lists · Data refreshed October 2026

Top 25 Investment firms based in Boston, United States

Name: Investment firms based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 199 companies tracked

RevenueBase identified 199 company matches for investment firms associated with Boston, United States as of October 2026 and tracks 101,681 professional contacts across them, including 55,739 with verified work emails. Across the United States, New York is the largest hub for this category (1,039 companies); Boston has 199.

This list covers company matches for investment firms 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 1, 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 1, 2026 How this list was built

199Companies

101,681Contacts tracked

55,739Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment firms based in Boston, United States

Ranked by team size

Top 25 of 199 company matches for investment firms based in Boston, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	10001+	80,843 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Wellington Management	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	1,001-5,000	3,436 contacts →
	Exact match “For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	MFS Investment Management	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	1,001-5,000	2,738 contacts →
	Exact match “In 1924, MFS launched the US’ first open-end mutual fund.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Cambridge Associates	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	1,001-5,000	1,792 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Harbourvest Partners	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	1,001-5,000	1,353 contacts →
	Exact match “HarbourVest is an independent, global private markets firm with over 43 years of experience and $161 billion assets under management as of December 31, 2025.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Loomis, Sayles & Company	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	501-1,000	1,010 contacts →
	Exact match “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Putnam Investments	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	n/a	995 contacts →
	Exact match “Diversified equity-only asset manager serving clients and investors worldwide since 1937.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	TA Associates	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	201-500	881 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 1, 2026 · View company records in RevenueBase
9	GMO	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
10	Eaton Vance	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	501-1,000	517 contacts →
	Exact match “Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Baystate Financial	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	501-1,000	506 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Nepc, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
13	Capstone Partners	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	276 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Moors & Cabot	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	209 contacts →
	Exact match “Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Boston Partners	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	189 contacts →
	Exact match “For more than 30 years, we've combined attractive valuations, strong fundamentals, and positive business momentum in every portfolio we manage.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	State Street Global Advisors	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	1,001-5,000	155 contacts →
	Exact match “For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Weiss Asset Management	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	150 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	CW Advisors	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	138 contacts →
	Exact match “CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Congress Asset Management	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	101 contacts →
	Exact match “Congress Asset Management is a privately owned investment management firm based in Boston, MA.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Breckinridge Capital Advisors	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	100 contacts →
	Exact match “Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide the highest caliber of investment management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Loring, Wolcott & Coolidge Trust, LLC	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	100 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Gw&k Investment Management	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	100 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Boston Trust Walden	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	90 contacts →
	Exact match “We are an independent, employee-owned organization that specializes in actively managed multi-asset and equity investment strategies for individual and institutional investors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Cerulli Associates	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	71 contacts →
	Exact match “For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Appleton Partners, INC	Exact match	Boston, MA, United StatesHQ recorded Oct 1, 2026	51-200	65 contacts →
	Exact match “As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Recorded in the RevenueBase company graph · Oct 1, 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 “investment firms”. 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 199 investment firms based in Boston, United States

See the full list, filter by size, metro and specialty, and access 55,739 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Investment firms based in Boston, United States at a glance

As of Oct 1, 2026

54.8%Verified-email coverage

511.0Average contacts per company

11-50Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

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 199 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 “investment firms” 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 55,739 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 1, 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.

Investment firms 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 “investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment firms are there based in Boston, United States?

RevenueBase identified 199 company matches for investment firms 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?

Fidelity Investments 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 investment firms?

New York leads the United States with 1,039 company records, followed by Chicago (285) and Dallas (281). Boston has 199.

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 55,739 professional contacts with verified work emails tracked across these 199 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 1, 2026.

Ready to reach these companies? Verified emails and direct dials for all 199 investment firms based in Boston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment firms by geography

Browse the directory

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.