Company lists · Data refreshed September 2026

Top 25 Investment platforms based in Boston, United States

Name: Investment 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 28, 2026 58 companies tracked

RevenueBase identified 58 investment platforms headquartered in Boston, United States as of September 2026 and tracks 42,393 professional contacts across them, including 17,431 with verified work emails. Across the United States, New York is the largest hub for this category (477 companies); Boston has 58.

This list covers investment 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 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

58Companies

42,393Contacts tracked

17,431Verified emails

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The 25 largest investment platforms based in Boston, United States

Ranked by team size

Top 25 of 58 investment platforms 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 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 28, 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 28, 2026
2	Boston Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	189 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
3	Winslow, Evans & Crocker, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	24 contacts →
	Indirect evidence “Experience.” Source: RevenueBase Database · checked Sep 28, 2026
4	Adaptive Investment Solutions, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
5	Stackwell	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
6	Invenomic Capital Management LP	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “Invenomic Capital Management employs a disciplined, fundamentally-driven research process to build a diversified portfolio of primarily U.S.” Source: RevenueBase Database · checked Sep 28, 2026
7	Essex Investment Management Company, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Essex Investment Management Company, LLC is an SEC registered investment adviser that manages growth equity portfolios for institutional clients (including corporations…” Source: RevenueBase Database · checked Sep 28, 2026
8	Suffolk Technologies	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	15 contacts →
	Partial evidence “Suffolk Technologies is a leading venture capital platform investing in ConTech, PropTech and InfraTech startups transforming the $12T built environment sector.” Source: RevenueBase Database · checked Sep 28, 2026
9	Callodine Capital Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
10	Blueleaf Wealth	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “Modular wealth management platform for Advisors who love their clients and want their clients to love them back.” Source: RevenueBase Database · checked Sep 28, 2026
11	South Shore Capital Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “SSCA looks for investment opportunities globally.” Source: RevenueBase Database · checked Sep 28, 2026
12	Cap8	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “Software platform for building and managing ETF-based investment portfolios.” Source: RevenueBase Database · checked Sep 28, 2026
13	Windhaven Investment Management, INC	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial 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 28, 2026
14	Boston Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Partial evidence “Established in 1982, Boston Advisors is a boutique investment management firm, managing assets for institutional investors.” Source: RevenueBase Database · checked Sep 28, 2026
15	Bc-Gumps	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
16	Nebo Wealth	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
17	Market Platform Dynamics	Strong evidence	Boston, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Strong evidence “MPD is an investment and advisory firm founded in 2004 by pioneers in the new economics of platform businesses and multi-sided markets.” Source: RevenueBase Database · checked Sep 28, 2026
18	Heightzero	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “HeightZero is a technology platform in the RIA world that enables institutional investment firms and independent RIAs to efficiently add market-leading digital assets (Bitcoin…” Source: RevenueBase Database · checked Sep 28, 2026
19	Equity Venture Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Overview: Equity Venture Partners is your deal flow generator for your private investing needs.” Source: RevenueBase Database · checked Sep 28, 2026
20	Stance Capital	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Our Mission: Build investment products through data and technology that allow our clients to invest in companies that share their values while maximizing performance.” Source: RevenueBase Database · checked Sep 28, 2026
21	The Trellis Platform	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 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 28, 2026
22	Assetblock	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “AssetBlock is reimagining traditional real estate and securities investments with next-generation blockchain and token technology.” Source: RevenueBase Database · checked Sep 28, 2026
23	Argand Realty Capital LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Argand Realty invests directly or acts as intermediary in joint ventures to facilitate investments.” Source: RevenueBase Database · checked Sep 28, 2026
24	Walker Capital	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “At Walker Capital, we focus on strong structured investment opportunities, allowing our investors to grow their wealth & portfolio through real estate.” Source: RevenueBase Database · checked Sep 28, 2026
25	Abbilon Investments	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “WE BUILD FINANCIAL SUCCESS Abbilon is a registered investment adviser with a simple mission: To help everyone achieve financial independence.” Source: RevenueBase Database · checked Sep 28, 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 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 platforms.
Partial evidence: Its own public description names part of investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment 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 25 of 58 investment platforms based in Boston, United States

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Investment platforms based in Boston, United States at a glance

As of Sep 28, 2026

41.1%Verified-email coverage

730.9Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 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 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 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 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 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, 17,431 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 platforms 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 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 platforms are there based in Boston, United States?

RevenueBase identified 58 investment 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 in the United States has the most investment platforms?

New York leads the United States with 477 headquartered companies, followed by San Francisco (162) and Miami (112). Boston has 58.

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 17,431 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 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.