Company lists · Data refreshed September 2026

Top 25 Minority-owned investment managers based in Boston, United States

Name: Minority-owned investment managers based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 75 companies tracked

RevenueBase identified 75 minority-owned investment managers headquartered in Boston, United States as of September 2026 and tracks 2,452 professional contacts across them, including 1,201 with verified work emails. New York is the largest hub.

This list covers minority-owned investment managers 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 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

75Companies

2,452Contacts tracked

1,201Verified emails

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The 25 largest minority-owned investment managers based in Boston, United States

Ranked by team size

Top 25 of 75 minority-owned investment managers based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to minority-owned investment managers: 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	GMO	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	201-500	780 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 20, 2026
2	Eaton Vance	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	501-1,000	517 contacts →
	Partial 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 20, 2026
3	Moors & Cabot	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	209 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 20, 2026
4	Breckinridge Capital Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	100 contacts →
	Strong 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 20, 2026
5	Loring, Wolcott & Coolidge Trust, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	100 contacts →
	Partial 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 20, 2026
6	Gw&k Investment Management	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	100 contacts →
	Strong 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 20, 2026
7	Appleton Partners, INC	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	65 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
8	Crestwood Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	63 contacts →
	Indirect evidence “Crestwood Advisors \| Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Source: RevenueBase Database · checked Sep 20, 2026
9	Anchor Capital Advisors LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	54 contacts →
	Indirect evidence “At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth-every day.” Source: RevenueBase Database · checked Sep 20, 2026
10	Longfellow Investment Management	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	53 contacts →
	Strong evidence “Longfellow is a majority employee-owned, certified Women's Business Enterprise (WBE) investment management firm proudly serving clients since 1986.” Source: RevenueBase Database · checked Sep 20, 2026
11	Shepherd Kaplan Krochuk, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	32 contacts →
	Strong evidence “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Source: RevenueBase Database · checked Sep 20, 2026
12	Winslow, Evans & Crocker, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	24 contacts →
	Indirect evidence “Experience.” Source: RevenueBase Database · checked Sep 20, 2026
13	saw.com	Partial evidence	Boston, United StatesHQ checked Sep 20, 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 20, 2026
14	NDVR	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	15 contacts →
	Strong 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 20, 2026
15	Penobscot Investment Management Company, INC	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Strong evidence “Penobscot has been providing investment management services to individuals, families and non-profits for over 35 years.” Source: RevenueBase Database · checked Sep 20, 2026
16	Siharum Advisors, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	14 contacts →
	Partial evidence “Investment Advisory Firm Siharum Advisors, LLC is an independent investment advisory firm formed to serve high net worth individuals and foundations.” Source: RevenueBase Database · checked Sep 20, 2026
17	Moody, Lynn, Lieberson & Walker, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Partial evidence “Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families.” Source: RevenueBase Database · checked Sep 20, 2026
18	Boston Financial Management, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	13 contacts →
	Partial evidence “We dedicate ourselves to wealth management for individuals, their families and endowments.” Source: RevenueBase Database · checked Sep 20, 2026
19	Northeast Investment Management, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “Wealth is so much more than an account balance or portfolio pie chart.” Source: RevenueBase Database · checked Sep 20, 2026
20	Global Delta Capital	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Strong evidence “Global Delta Capital (“Global Delta”) is an employee-owned, minority and woman-owned business specializing in international, emerging and frontier markets.” Source: RevenueBase Database · checked Sep 20, 2026
21	Purefi Wealth	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Strong evidence “PUREfi Wealth provides comprehensive multi-generational wealth planning, investment management, and advisory services to individuals, families, and businesses through teams of…” Source: RevenueBase Database · checked Sep 20, 2026
22	JP Marvel Wealth Management	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “JP Marvel is an SEC-registered investment advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
23	RTS Private Wealth	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Partial evidence “RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Source: RevenueBase Database · checked Sep 20, 2026
24	Clarendon Private	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Strong evidence “Clarendon Private is a Boston-based investment and wealth management company.” Source: RevenueBase Database · checked Sep 20, 2026
25	Windhaven Investment Management, INC	Strong evidence	Boston, MA, United StatesHQ checked Sep 20, 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 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: minority-owned investment managers. 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 minority-owned investment managers.
Partial evidence: Its own public description names part of minority-owned investment managers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name minority-owned investment managers. 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 75 minority-owned investment managers based in Boston, United States

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Minority-owned investment managers based in Boston, United States at a glance

As of Sep 20, 2026

49.0%Verified-email coverage

32.7Average contacts per company

1-10Median size (employees)

337.3%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 75 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 minority-owned investment managers, 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 “minority-owned investment managers”. 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 minority-owned investment managers), 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 minority-owned investment managers, 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, 1,201 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.

Minority-owned investment managers 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 minority-owned investment managers, 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 minority-owned investment managers are there based in Boston, United States?

RevenueBase identified 75 minority-owned investment managers 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?

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

Which city has the most minority-owned investment managers?

New York leads with 253 headquartered companies, followed by Chicago (107) and Atlanta (101).

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 1,201 verified decision-maker contacts tracked across these 75 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.