207 indexable Asset Management companies headquartered in Massachusetts, United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $1.8B across 17 funded companies.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
Lumint
Currency hedging and technology solutions provider for institutional investors |
$6M | — | Series A | Conventional Debt Mar 2026 | 9 | 2013 | ↑ Active |
| 2 |
DigitalX
Blockchain technology for money transfer & trading services |
$24.8M | — | Public | Post IPO Jul 2025 | 6 | 1988 | ↑ Active |
| 3 |
Datalign Advisory
Platform matching individuals with financial advisors based on specific criteria |
$4M | — | Series A | Series A Aug 2025 | 13 | 2021 | ↑ Active |
| 4 |
Argent Wealth Management
Wealth management firm |
$1.7B | — | Late Stage | Unattributed Aug 2020 | 24 | 1992 | — |
| 5 |
Ballentine Partners
Independent wealth management firm |
$18M | — | Series B | Series B Jun 2022 | 104 | 1984 | — |
| 6 |
Geode Capital
Diversified asset and investment management firm |
$3.7M | — | Series A | Series A Mar 2023 | 150 | 2001 | — |
| 7 |
Fiduciary Trust
Wealth and investment management firm |
$25M | — | Acquired | Conventional Debt Sep 2019 | 214 | 1885 | — |
| 8 |
Fidelity Investments
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms |
$1.3M | — | Series F | Series F Mar 2023 | 44,038 | 1946 | — |
| 9 |
The Davis Companies
Real estate investment, management, and development creating exceptional value |
$10.4M | — | Series A | Series A Sep 2017 | 116 | 1976 | — |
| 10 |
Boston Common Asset
Investment management firm |
$2M | — | Seed | Seed Mar 2022 | 41 | 2003 | — |
| 11 |
Nexus Energy Software
Strategic energy solutions provider, turning uncertainty into opportunity for businesses |
$6.3M | — | Acquired | Series A Apr 2004 | 92 | 1997 | — |
| 12 |
Boston Private
Wealth management firm |
$4M | — | Acquired | Convertible Debt Jun 2016 | 804 | 1986 | — |
| 13 |
Pearl Street
Provider of debt investment and analytics services |
$1.5M | — | Seed | Seed Mar 2010 | — | 2004 | — |
| 14 |
The Colony Group
Wealth management firm |
$17K | — | Acquired | Unattributed Jan 2024 | 350 | 1986 | — |
| 15 |
Trillium Asset Management
Diversified investment management firm |
$610.7K | — | Acquired | Unattributed Jul 2011 | 87 | 1982 | — |
| 16 |
Charles Sterling Group
Provider of insurance consulting services |
$117.7K | — | Funding Raised | Conventional Debt Apr 2020 | 5 | 2003 | — |
| 17 |
Bulfinch
Provider of commercial properties focused investment management, development and leasing services |
$125K | — | Early Stage | Unattributed Sep 2012 | 61 | 1936 | — |
| 18 |
Westfield Capital
Diversified investment management firm |
— | — | Funding Raised | Unattributed Apr 2025 | 60 | 1989 | ↑ Active |
| 19 |
CW Advisors
Provider of investment management and financial planning services |
— | — | Acquired | Seed Jul 2023 | — | 2004 | — |
| 20 |
GIM
Diversified investment management firm |
— | — | Funding Raised | Unattributed Nov 2021 | 23 | 1985 | — |
| 21 |
Callodine Capital Management
Diversified investment management firm |
— | — | Seed | Seed Nov 2020 | 10 | 2018 | — |
| 22 |
Easterly
Provider of financial advisory services |
— | — | Seed | Seed Aug 2020 | — | 2006 | — |
| 23 |
MassMutual
Mutual life insurance company |
— | — | Funding Raised | Conventional Debt Apr 2020 | 10,466 | 1851 | — |
| 24 |
Gordon Brothers
Provider of asset investment management and financial services |
— | — | Late Stage | PE Apr 2018 | 37 | 1903 | — |
| 25 |
Martingale
Diversified investment management firm |
— | — | Late Stage | PE Jan 2018 | 26 | 2003 | — |
| 26 |
BrightSphere Investment Group
Diversified investment management firm |
— | — | Acquired | Post IPO Mar 2017 | 409 | 1980 | — |
| 27 |
The RMR Group
Diversified asset management services |
— | — | Public | PE Jun 2015 | 600 | 1986 | — |
| 28 |
SCS Financial
Investment and wealth management firm serving ultra-high net worth families |
— | — | Acquired | Series A Oct 2012 | 100 | 2002 | — |
| 29 |
MFS Investment Management
Diversified investment management firm |
— | — | Acquired | PE Sep 2011 | 2,706 | 1924 | — |
| 30 |
Man Numeric
Diversified investment management firm |
— | — | Acquired | May 2004 | 55 | 1989 | — |
| 31 |
3EDGE Asset Management
Multi-asset investment management firm providing tactical diversification and risk management |
— | — | Unfunded | — | — | 2016 | — |
| 32 |
Acadian Asset
Diversified investment management firm |
— | — | Unfunded | — | — | 1986 | — |
| 33 |
Adage Capital Management
Diversified asset management firm |
— | — | Unfunded | — | 57 | 2001 | — |
| 34 |
Adviser Investments
Provider of investment advisory services |
— | — | Funding Raised | — | 187 | 1994 | — |
| 35 | Advisor Assist | — | — | Unfunded | — | 36 | 2006 | — |
| 36 |
AllianzGI
Provider of investment management services |
— | — | Unfunded | — | 2,907 | 2012 | — |
| 37 |
Alpha Pension
Investment advisor and retirement planning services |
— | — | Acquired | — | — | 2003 | — |
| 38 |
alpha pension group
Alpha Pension Group is a retirement consulting firm, do not sell retirement plans, provide Investment Analytics, Fiduciary Governance. |
— | — | Acquired | — | 20 | 2003 | — |
| 39 |
American Financial Systems
Provider of financial advisory and retirement planning services |
— | — | Acquired | — | 16 | 1984 | — |
| 40 |
Anchor
Investment management firm |
— | — | Acquired | — | 46 | 1983 | — |
| 41 |
Arctaris Capital Partners
Impact investment firm driving equitable prosperity in underserved communities |
— | — | Funding Raised | — | 29 | 2009 | — |
| 42 |
Armstrong Advisory
Wealth management services provider offering custom financial planning, investment management, and tax strategies |
— | — | Unfunded | — | 35 | 2004 | — |
| 43 |
Asydan
PE & Private debt firm focused on multiple sectors |
— | — | Unfunded | — | — | — | — |
| 44 |
Aureus Asset Management
Provider of investment & wealth management services |
— | — | Unfunded | — | — | 2005 | — |
| 45 |
Baystate Financial
Provider of financial solutions focused on planning for retirement, investments, and wealth management |
— | — | Unfunded | — | — | 1901 | — |
| 46 |
Beaumont Capital Management
Diversified investment management firm |
— | — | Unfunded | — | 8 | 2009 | — |
| 47 |
Beck Bode
Provider of financial planning and investment firm |
— | — | Unfunded | — | 24 | 2012 | — |
| 48 |
Berkshire Money Management
Provider of financial advisory and retirement services |
— | — | Unfunded | — | 18 | 2001 | — |
| 49 |
BFM Invest
Provider of wealth management and investment advisory services for organizations |
— | — | Unfunded | — | — | 2009 | — |
| 50 |
bickling financial services
Bickling Financial Services advise and support our clients with their financial objectives. |
— | — | Acquired | — | 14 | 1984 | — |
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
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 wa
Platform matching individuals with financial advisors based on specific criteria. It offers a system that analyzes financial situations and connects individuals with advisory firms. The platform gathers information about income, savings, investment goals, and communication preferences. The system reviews profiles and connects individuals with an advisory firm aligned with their goals and needs.
Wealth management firm
Independent wealth management firm
Diversified asset and investment management firm
Wealth and investment management firm
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.
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 corpor
Investment management firm
Strategic energy solutions provider, turning uncertainty into opportunity for businesses. We stand between businesses and market turbulence, offering tailored strategies that turn instability into opportunity. Armed with deep expertise and strategic insight, we deliver stability, ensuring that businesses can plan with confidence and focus on their core objectives. We offer customized electricity solutions, risk manag
Wealth management firm
Cordes Foundation
Rosemont Investment Group
Stone Point Capital
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ALZA Capital Partners
AM Best
Affiliated Managers Group
Animoca Brands
Ares Capital Corporation
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Audax Private Equity
Axar Capital Management
Benson Family Private Equity
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-19.
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