Best Asset Management Companies in Boston, United States
The 141 best Asset Management companies in Boston, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Fiduciary Trust.
Ranked: Best Asset Management companies in Boston
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | 3EDGE Asset Management Multi-asset investment management firm providing tactical diversification and risk management | — | — | — | 2016 | Stephen Cucchiaro CEO & President | WordPressApple iCloud MailMicrosoft 365+25 | 1 launch |
| 2 | Acadian Asset Diversified investment management firm | — | — | — | 1986 | Kelly Young Cfa Caia Chief Executive Officer | SitecoreApple iCloud MailMicrosoft 365+21 | 1 internship |
| 3 | Adage Capital Management Diversified asset management firm | — | — | 57 | 2001 | — | — | — |
| 4 | AllianzGI Provider of investment management services | — | — | 2,907 | 2012 | Kathrin Head of CEO Office and Strategic Development | SitecoreApple iCloud MailMicrosoft 365+19 | 1 job opening |
| 5 | Alpha Pension Alpha Pension Group is a retirement consulting firm, do not sell retirement plans, provide Investment… | — | — | — | 2003 | Rich Cawthorne Founder & CEO | — | — |
| 6 | alpha pension group Alpha Pension Group is a retirement consulting firm, do not sell retirement plans, provide Investment… | — | — | 20 | 2003 | Rich Cawthorne Founder & CEO | — | — |
| 7 | Anchor Investment management firm | — | — | 46 46 → 48 (+4%) | 1983 | — | — | — |
| 8 | Arctaris Capital Partners Impact investment firm driving equitable prosperity in underserved communities | — | — | 29 29 → 38 (+31%) | 2009 | — | — | 1 expansion |
Top 12 Asset Management companies in Boston
#1
Series A · Boston, Massachusetts · founded 2013 · 9 employees$6Mraised▾
Currency hedging and technology solutions provider for institutional investors. The company is an asset manager at its core, offering currency hedging sub-advisory services and outsourced agency FX execution services to institutional investors. They operate their businesses on proprietary technology solutions, offering these solutions to practitioners via a fully supported SaaS model. The firm integrates expertise in FX hedging, trade execution, and performance analytics into highly automated workflows, shared via outsourced or in-sourced models. They manage and improve currency overlay processes for institutional investors using their technology and industry expertise. The company provides tailored solutions for challenging hedging problems, with technology engineered for efficiency, customization, and scalability. They are independent from FX market-makers, aligning interests with clients to provide performance and transparency.
- Mar 2026Conventional Debt$500K
- Mar 2021Series A$2M
- Jun 2018Series A$3M
- May 2016Seed$522.4K
#2
Public · Boston, Massachusetts · founded 1988 · 6 employees$24.8Mraised▾
DigitalX is a software solutions company enabling global digital payments industry. Their remittance product AirPocket, is a money transfer application providing a low cost and instant cash transfer solution by connecting people. Their other product DigitalX Direct, is a private platform specifically designed to provide real time Bitcoin liquidity to institutional investors and large commercial operators. DigitalX was listed on the Australian Securities Exchange (ASX) in June 2014 and is publicly traded as Digital CC Limited (ASX:DCC).
- Jul 2025Post IPO$13.6M
- Mar 2021Post IPO$6.9M
- Nov 2016Post IPO$1.6M
- May 2015Post IPO$2.8M
#3
Acquired · Boston, Massachusetts · founded 1885 · 214 employees$25Mraised▾
Wealth and investment management firm
#4
Series A · Boston, Massachusetts · founded 2001 · 150 employees$3.7Mraised▾
Diversified asset and investment management firm
- Mar 2023Series A$8.2M
#5
Series A · Boston, Massachusetts · founded 1976 · 116 employees$10.4Mraised▾
Real estate investment, management, and development creating exceptional value. Founded with a rich history, the company navigates market cycles to create value for investors. They transform challenges into opportunities through creativity, entrepreneurial thinking, and rigorous investment discipline. The firm focuses on providing comfortable, inspiring spaces for tenants and meeting obligations as responsible corporate citizens. Their expertise spans investment strategy, asset management, leasing, property management, and development. They are builders, investors, creative thinkers, and financial analysts, all dedicated to exceeding investor expectations. The company is committed to environmental, social, and governance principles, engaging with the community and striving for responsible corporate citizenship.
#6
Series F · Boston, Massachusetts · founded 1946 · 44038 employees$1.3Mraised▾
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms. It offers financial planning and advice, along with tools for online trading. The company provides various investment options, including stocks, ETFs, mutual funds, and fixed income products. It also offers educational resources and customer support services.
#7
Seed · Boston, Massachusetts · founded 2003 · 41 employees$2Mraised▾
Investment management firm
- Mar 2022Seed$2M
- Oct 2016PE—
#8
Acquired · Boston, Massachusetts · founded 1986 · 804 employees$4Mraised▾
Wealth management firm
#9
Seed · Boston, Massachusetts · founded 2004$1.5Mraised▾
Provider of debt investment and analytics services
- Mar 2010Seed$1.3M
- Mar 2010Conventional Debt—
- Jul 2009Seed$250K
#10
Acquired · Boston, Massachusetts · founded 1982 · 87 employees$610.7Kraised▾
Diversified investment management firm
#11
Acquired · Boston, Massachusetts · founded 1986 · 350 employees$17Kraised▾
Wealth management firm
#12
Funding Raised · Boston, Massachusetts · founded 2003 · 5 employees$117.7Kraised▾
Provider of insurance consulting services
- Apr 2020Conventional Debt$117.7K
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Asset Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
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