Company lists · Data refreshed September 2026

Top 25 Portfolio optimization companies based in Boston, United States

Name: Portfolio optimization companies 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 40 companies tracked

RevenueBase identified 40 portfolio optimization companies headquartered in Boston, United States as of September 2026 and tracks 43,808 professional contacts across them, including 18,469 with verified work emails. New York is the largest hub.

This list covers portfolio optimization 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 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

40Companies

43,808Contacts tracked

18,469Verified emails

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The 25 largest portfolio optimization companies based in Boston, United States

Ranked by team size

Top 25 of 40 portfolio optimization companies 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 portfolio optimization 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	State Street	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	10001+	41,744 contacts →
	Indirect 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 20, 2026
2	Loomis, Sayles & Company	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	501-1,000	1,010 contacts →
	Indirect 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 20, 2026
3	Nepc, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	201-500	463 contacts →
	Indirect 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 20, 2026
4	Weiss Asset Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	150 contacts →
	Indirect 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 20, 2026
5	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
6	Smartleaf	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	50 contacts →
	Partial evidence “Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple.” Source: RevenueBase Database · checked Sep 20, 2026
7	Lmcg Investments, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	48 contacts →
	Indirect evidence “LMCG Investments, LLC (“LMCG” or the “firm”) is an independent investment management firm with offices in Boston and New York focused on Alternative Investments and Wealth…” Source: RevenueBase Database · checked Sep 20, 2026
8	Olmstead Associates	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	37 contacts →
	Indirect evidence “Raising the Operational Agility of the Investment Management community using a uniquely data-centric consulting approach.” Source: RevenueBase Database · checked Sep 20, 2026
9	Shepherd Kaplan Krochuk, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	32 contacts →
	Indirect 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
10	Finmason	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	27 contacts →
	Indirect evidence “Every investor deserves institutional-grade analytics.” Source: RevenueBase Database · checked Sep 20, 2026
11	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
12	NEW Frontier Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	19 contacts →
	Partial evidence “New Frontier is an investment technology and management firm founded in specializing in optimizing custom portfolios.” Source: RevenueBase Database · checked Sep 20, 2026
13	Virtua Research	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	19 contacts →
	Indirect evidence “VIRTUA is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery.” Source: RevenueBase Database · checked Sep 20, 2026
14	NDVR	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 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 20, 2026
15	Algorithmic Investment Models AIM	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	13 contacts →
	Indirect evidence “At Algorithmic Investment Models, we combine human intelligence and AI to create powerful investment strategies designed to uncover opportunities others miss.” Source: RevenueBase Database · checked Sep 20, 2026
16	Akra Investment Services INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “Financial Information and Technology Solutions provider for Financial, Banking, Investment & Wealth Management Institutions.” Source: RevenueBase Database · checked Sep 20, 2026
17	Blueleaf Wealth	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “Modular wealth management platform for Advisors who love their clients and want their clients to love them back.” Source: RevenueBase Database · checked Sep 20, 2026
18	Windham Capital Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “Windham Capital Management is an independent investment advisor located at One Federal Street, Boston, MA.” Source: RevenueBase Database · checked Sep 20, 2026
19	Cap8	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “Software platform for building and managing ETF-based investment portfolios.” Source: RevenueBase Database · checked Sep 20, 2026
20	Timbuktu Capital Management, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Timbuktu Capital Management, LLC is an investment advisory company that helps individuals and small businesses reach their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
21	Archer BAY Capital	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “After more than twenty-five years managing portfolios for pensions, banks and a large insurance company, Terri Campbell started Archer Bay Capital to offer personalized financial…” Source: RevenueBase Database · checked Sep 20, 2026
22	Charter Capital Management, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Investment management services” Source: RevenueBase Database · checked Sep 20, 2026
23	Windham Labs	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	1 contacts →
	Indirect evidence “Windham Labs, a division of Windham Capital Management, LLC, is a global leader in investment technology and research.” Source: RevenueBase Database · checked Sep 20, 2026
24	Collingwood Wealth Management	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	11-50	1 contacts →
	Indirect evidence “Collingwood Wealth Management is an investment management company based out of 90 Canal Street Suite 400, Boston MA 02114” Source: RevenueBase Database · checked Sep 20, 2026
25	Beaumont Capital Management BCM	Partial evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial 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 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: portfolio optimization companies. 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 portfolio optimization companies.
Partial evidence: Its own public description names part of portfolio optimization companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio optimization companies. 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 40 portfolio optimization companies based in Boston, United States

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Portfolio optimization companies based in Boston, United States at a glance

As of Sep 20, 2026

42.2%Verified-email coverage

1095.2Average contacts per company

11-50Median size (employees)

402.5%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

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 40 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 portfolio optimization 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 “portfolio optimization 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 portfolio optimization 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 portfolio optimization 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, 18,469 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.

Portfolio optimization companies by metro in the United States

Portfolio optimization companies in New York161
Portfolio optimization companies in Chicago58
Portfolio optimization companies in San Francisco49
Portfolio optimization companies in Boston40
Portfolio optimization companies in Austin31
Portfolio optimization companies in Atlanta25
Portfolio optimization companies in Dallas25

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 portfolio optimization 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 portfolio optimization companies are there based in Boston, United States?

RevenueBase identified 40 portfolio optimization 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?

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

Which city has the most portfolio optimization companies?

New York leads with 161 headquartered companies, followed by Chicago (58) and San Francisco (49).

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 18,469 verified decision-maker contacts tracked across these 40 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.