Company lists · Data refreshed September 2026

Top 24 Investment management platforms based in Boston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 33 companies tracked

RevenueBase identified 33 investment management platforms headquartered in Boston, United States as of September 2026 and tracks 42,167 professional contacts across them, including 17,392 with verified work emails. New York is the largest hub.

This list covers investment management platforms 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 14, 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 14, 2026 86% judged on-target in blind review

33Companies

42,167Contacts tracked

17,392Verified emails

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

The 24 largest investment management platforms based in Boston, United States

Ranked by team size

Top 24 of 33 investment management platforms based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment management platforms: 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	State Street	Strong evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	10001+	41,744 contacts →
	Strong evidence “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Source: RevenueBase Database · checked Sep 14, 2026
2	55ip	Indirect evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	51-200	102 contacts →
	Indirect evidence “55ip is a financial technology company purpose-built to break down barriers to financial progress.” Source: RevenueBase Database · checked Sep 14, 2026
3	Smartleaf	Indirect evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	11-50	50 contacts →
	Indirect evidence “Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Source: RevenueBase Database · checked Sep 14, 2026
4	Lightkeeper	Strong evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	11-50	37 contacts →
	Strong evidence “Lightkeeper is an investment intelligence platform that combines trusted portfolio analytics, centralized data, and AI to help investment managers make faster, more informed…” Source: RevenueBase Database · checked Sep 14, 2026
5	Circleblack	Partial evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	11-50	33 contacts →
	Partial evidence “CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform.” Source: RevenueBase Database · checked Sep 14, 2026
6	Adaptive Investment Solutions, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	11-50	22 contacts →
	Indirect evidence “Adaptive’s one-of-a-kind mission is to smooth out the ride-and level the playing field-so investors of all sizes can realize financial wellness by staying invested for long-term…” Source: RevenueBase Database · checked Sep 14, 2026
7	Stackwell	Partial evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	11-50	20 contacts →
	Partial evidence “Stackwell is an innovative fintech platform dedicated to increasing financial wellness and asset ownership among multicultural emerging wealth builders.” Source: RevenueBase Database · checked Sep 14, 2026
8	NEW Frontier Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	11-50	19 contacts →
	Strong evidence “New Frontier is an investment technology and management firm founded in specializing in optimizing custom portfolios.” Source: RevenueBase Database · checked Sep 14, 2026
9	saw.com	Partial evidence	Boston, United StatesHQ checked Sep 14, 2026	1-10	16 contacts →
	Partial evidence “Acquisitions Premium Brokerage Appraisals Total Portfolio Management - From inbound leads, marketplace management, pricing, negotiations, and transfers we can do it all for your…” Source: RevenueBase Database · checked Sep 14, 2026
10	NDVR	Partial evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	51-200	15 contacts →
	Partial evidence “NDVR is a registered investment advisor that builds and manages custom portfolios designed to help our clients optimize their wealth in pursuit of their best life, with…” Source: RevenueBase Database · checked Sep 14, 2026
11	Callodine Capital Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	11-50	13 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
12	LPL Financial Holdings INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	1,001-5,000	11 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
13	Akra Investment Services INC	Strong evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	11-50	11 contacts →
	Strong evidence “Financial Information and Technology Solutions provider for Financial, Banking, Investment & Wealth Management Institutions.” Source: RevenueBase Database · checked Sep 14, 2026
14	Blueleaf Wealth	Strong evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Strong evidence “Modular wealth management platform for Advisors who love their clients and want their clients to love them back.” Source: RevenueBase Database · checked Sep 14, 2026
15	Cap8	Strong evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Strong evidence “Software platform for building and managing ETF-based investment portfolios.” Source: RevenueBase Database · checked Sep 14, 2026
16	Windhaven Investment Management, INC	Strong evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	11-50	8 contacts →
	Strong evidence “Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments.” Source: RevenueBase Database · checked Sep 14, 2026
17	Boston Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	11-50	6 contacts →
	Strong evidence “Established in 1982, Boston Advisors is a boutique investment management firm, managing assets for institutional investors.” Source: RevenueBase Database · checked Sep 14, 2026
18	Bc-Gumps	Strong evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Strong evidence “BC-GUMPS has developed an investment platform which delivers exceptional value through episodic identification of mis-priced sectors or themes in the capital markets presenting…” Source: RevenueBase Database · checked Sep 14, 2026
19	Nebo Wealth	Partial evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Partial evidence “Nebo Wealth is a platform for: • Goals-based investing • Delivering personalized portfolio construction • Powered by award-winning wealth optimization It’s how advisory firms: •…” Source: RevenueBase Database · checked Sep 14, 2026
20	Liberty Cove, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Partial evidence “Liberty Cove's mission is to provide innovative, diversifying, and cost-effective investment strategies and capabilities to wealth managers.” Source: RevenueBase Database · checked Sep 14, 2026
21	The Trellis Platform	Strong evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	11-50	2 contacts →
	Strong evidence “Trellis is a modern software platform that delivers an automated, end-to-end solution for the alternative investment ecosystem.” Source: RevenueBase Database · checked Sep 14, 2026
22	Paceline Wealth Management, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Strong evidence “Paceline Wealth Management is an investment advisor serving the Boston area that works with technology professionals and executives, entrepreneurs, and those seeking financial…” Source: RevenueBase Database · checked Sep 14, 2026
23	Gamma Three Trading	Strong evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Strong evidence “Gamma Three Trading provides software and services to the global securities and investment management industry.” Source: RevenueBase Database · checked Sep 14, 2026
24	Beaumont Capital Management BCM	Strong evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Strong evidence “Beaumont Capital Management (BCM), powered by Algorithmic Investment Models (AIM), is an asset manager that provides Al-based portfolio solutions designed to give investors…” Source: RevenueBase Database · checked Sep 14, 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 management platforms. 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 management platforms.
Partial evidence: Its own public description names part of investment management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management platforms. 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 33 investment management platforms based in Boston, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 17,392 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment management platforms based in Boston, United States at a glance

As of Sep 14, 2026

41.2%Verified-email coverage

1277.8Average contacts per company

11-50Median size (employees)

542.4%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 33 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 management platforms, 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 management platforms”. 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 management platforms), 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 management platforms, 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, 17,392 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 14, 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 management platforms by metro in the United States

Investment management platforms in New York179
Investment management platforms in San Francisco67
Investment management platforms in Chicago40
Investment management platforms in Boston33
Investment management platforms in Miami28

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 management platforms, 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 management platforms are there based in Boston, United States?

RevenueBase identified 33 investment management platforms 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?

State Street, headquartered in Boston, tops this list with the largest team on record.

Which city has the most investment management platforms?

New York leads with 179 headquartered companies, followed by San Francisco (67) and Chicago (40).

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 17,392 verified decision-maker contacts tracked across these 33 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 14, 2026.

Ready to reach these companies? Verified emails and direct dials for all 33 investment management platforms based in Boston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment management platforms by geography

Browse the directory

Browse: Companies home · Investment management platforms in United States · All United States lists · All Investment management platforms lists · New lists

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.