Industry landscapes
Industry report

Funding and advertised pay are reported in USD; filed accounts retain their stated source currency and basis.

Exchange-rate basis

Indicative conversions use ECB reference rates dated 2026-09-14, applied consistently across all periods. They are not historical exchange rates. Indian rupees may use crore (1 crore = 10 million); other currencies use K, M and B. CSV downloads, source documents and quoted news headlines retain their original currencies.

THE BOSTON EDITION 2026

Boston’s
investment industry industry,
in focus.

The companies, capital and talent shaping investment industry in Boston. Find the leaders. Understand the segments. See where the activity is.

Snapshot: Funding in USD
Illustrated cover for Investment Industry Landscape of Boston
US
COMPANIES · CAPITAL · TALENT

An industry ecosystem,
measured in context.

Investment Industry illustration
MEET THE COMPANIES

Explore Boston’s investment industry leaders

24 featured companies from the funding, hiring, revenue and team-size leaderboards.

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Investment Industry company highlights in Boston, snapshot 3 September 2026
Company
CrossHarbor Capitalcrossharborcapital.com$165M—28—
City Yearcityyear.org$66.66M9 roles797—
Pearl Meyerpearlmeyer.com$48.8M—127—
Boston Andes Capitalbostonandes.com$19M———
Albany Roadalbanyroad.com$10.23M—21—
Gurnet RE Groupgurnetrealestate.com$2.8M———
The Greater Boston Food Bankgbfb.org$1.78M—122—
VillageGenievillagegenie.com$1.3M———
State Streetstatestreet.com—13 roles46,000$13.94BFYFY2025 filing
West Shorewest-shore.com—10 roles101—
WGBHwgbh.org—9 roles1,129—
Mass Audubonmassaudubon.org—8 roles619—
Berkshire Residential Investmentsberkshireresidentialinvestments.com—7 roles——
Museum of Sciencemos.org—7 roles154—
Vicinity Energyvicinityenergy.us—7 roles243—
Cabot Propertiescabotprop.com——103—
Cambridge Associatescambridgeassociates.com——1,068—
G2 Capital Advisorsg2capitaladvisors.com——40—
Manulife Asset Managementmanulifeam.com——2,511—
NEPCnepc.com——327—
Northeasternnortheastern.edu——73—
Social Financesocialfinance.org——2,371—
TAta.com——748—
The MSPCAmspca.org——476—
24 featured companies

Locked revenue figures are available in Radar; the eight company financial previews stay the same throughout this page. A dash means the figure is outside these featured lists. Revenue years vary by company; the figures are not a like-for-like revenue comparison. Compare annual accounts ↗

Company discovery

Recorded evidence only

Explore the live startup set in Radar

No company example met every recorded classification, independence and public-profile gate in this snapshot. The live directory may have newer qualifying companies.

Explore classified startups in Radar ↗
THE KEY SIGNALS

Investment Industry industry KPIs in Boston

A few useful ratios bring the size of this ecosystem into perspective.

3 September 2026
Hiring participation10.2%

33 of 325 tracked companies have open roles.

Funding participation3.7%

12 of 325 tracked companies have a recorded round.

Top 3 funding share88.7%

Share of disclosed capital received by the three largest recorded recipients.

Median disclosed round$15M

Midpoint of 10 rounds with a disclosed amount.

Scale is concentrated. Opportunity is broader. The three largest funding recipients hold 88.7% of disclosed capital, while 96.3% of tracked companies have no recorded funding round.

Explore the segments →
CAPITAL & COMPANY FORMATION

How Boston investment industry has grown

Recorded company formation and disclosed funding across the complete annual series shown.

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2016 — 2025

Disclosed funding by year

Sum of recorded funding rounds · USD

Boston investment industry
$0$45.67M$91.33M$137M$182.66M2016: $160.23M20162017: $020172018: $19.18M20182019: $020192020: $48.8M20202021: $5M20212022: $020222023: $1M20232024: $020242025: $50.83M2025
View the numbers
Annual investment industry funding and company formation in Boston
YearFunding (USD)FoundedRaising
2016$160.23M72
2017$0140
2018$19.18M112
2019$0120
2020$48.8M311
2021$5M141
2022$0150
2023$1M51
2024$050
2025$50.83M23
WHERE CAPITAL SITS

Funding concentration

Share of all disclosed company funding.

  • CrossHarbor Capital52.2%
  • City Year21.1%
  • Pearl Meyer15.4%
  • Other companies11.3%

Funding by stage

12 recorded rounds since 2016

NUMBER OF ROUNDS
Seed & Angel2 16.7%
Series A–B2 16.7%
Series C+ / PE3 25.0%
Grants, debt & other5 41.7%

Recent recorded rounds

Latest recorded rounds · USD
0 rounds

Swipe or scroll horizontally to browse.

Largest and notable recorded rounds

Each card is one recorded round
8 cards

Swipe or scroll horizontally to browse.

THE BUSINESS BEHIND THE ACTIVITY

Revenue, profitability & financial strength

Annual accounts for reporting companies linked to this landscape, on like-for-like currency and reporting bases.

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USD · millions · consolidated

Display conversions use the dated reference rates above. Where a verified rate is unavailable, figures retain their source currency. Each reporting cohort keeps its currency and accounting basis separate.

FY2025 · company accounts; aggregate reporting threshold not met · 1 reporting entities from 3 eligible matches.

Revenue in covered accounts—

Sum of reporting-entity revenue; not Boston market sales.

Net profit / loss—

Combined result for the same cohort.

Aggregate net margin—

Combined net income ÷ combined revenue.

Median company revenue—

The middle covered reporting entity.

Profitable entities—

None of 1 covered entities.

Top-five concentration—

Share of covered revenue from the five largest entities.

Annual account trend

Reported cohort totals by year; coverage is stated for every period.

Bar height shows revenue. Changes in coverage can affect totals.

Profitability has two perspectives

FY2025 · 1 reporting entities

Open the company accounts

Up to eight fixed company previews show financial amounts. Search and sort the wider company list, then continue in Radar.

1 reporting entities
Continue your financial research in Radar

Explore full company accounts and filings.

View financials in Radar ↗
BOSTON · INDUSTRY COHORTS

How does investment industry compare?

Each pair uses the same year, currency and reporting basis. Cohort overlap is disclosed.

IndustryCovered / eligibleRevenue totalMedian revenueNet profit / lossAggregate marginProfitable shareOverlap

Available-account cohorts are not estimates of whole industries. Overlapping entities can occur in more than one cohort; do not add cohort totals.

Coverage, calculations & financial sources

Filed annual accounts for exact designated national identifiers. Every aggregate and peer pair uses one fiscal year, source currency and reporting basis; periods, coverage and overlap are explicit; 2026 partials are excluded.

The same up to eight reporting entities remain open across years, filters and sorts. Other company figures are available in Radar.

Source currencies and accounting bases stay separate. Missing accounts are excluded rather than treated as zero. Exact reporting periods appear on company previews. Annual totals can change with coverage and do not measure growth of a fixed company cohort.

DIGITAL FOOTPRINT

Web traffic, app reach and release cadence

How the Boston companies on this page show up online: the sites people visit, the apps they install, and how often those apps ship.

Busiest websites

6 of the 325 companies on this page carry a measured traffic record (1.8%); these are the largest of those, by monthly visits. The median among them is 338,048 visits.

Visits and authority are third-party web estimates, not company-reported figures.

INSIDE THE INDUSTRY

The Boston investment industry market map

Explore the segments behind the headline numbers.

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Where companies are building

Rank segments by scale, hiring or disclosed funding.

Segment data unavailable0

Companies can sit in several segments. Counts and funding overlap.

SEGMENT TO EXPLORE

Segment data unavailable

The largest measured segment in this report snapshot.

0companies
0%have hiring activity

0 companies hiring · $0 disclosed funding

Explore in Radar

How companies make money

Common revenue models; a company can use more than one.

THE COMPANIES IN MOTION

Who is listing, hiring leaders, launching and winning work

Recorded corporate activity linked to companies in this landscape.

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Recent corporate headlines 10 dated reports
Mergers & acquisitionsta.com ↗

Advanced Medical Solutions said on Monday that it is in negotiations with U.S. private equity firm TA Associates over a potential takeover of the British medical supplier.

Mergers & acquisitions37capitalgroup.com ↗

37 Capital Inc. (CSE: JJJ) ("37 Capital" or the "Company") announces that it has acquired for US $100,000 a 5% ownership in SpendRight, Inc.

Mergers & acquisitionsg2capitaladvisors.com ↗

GA Group has acquired G2 Capital Advisors, creating a combined platform designed to deliver full-lifecycle advisory and investment banking services to middle-market clients.

Mergers & acquisitionsstatestreet.com ↗

State Street Corp increased its position in shares of CVS Health by 0.3% during the third quarter. State Street Corp now owns 58,938,286 shares of the pharmacy operator’s stock worth $4,443,357,000 after acquiring an additional 149,701 shares in the last quarter.

Mergers & acquisitionsyellowwoodpartners.com ↗

Yellow Wood Partners is also understood to still want to make waves in beauty. Last year, It merged Suave Brands and Elida, both 2023 acquisitions from Unilever, into a single operating entity called Evermark, a platform of personal care brands with combined annual retail sales of around $1.9 billion.

Mergers & acquisitionsrosssearch.com ↗

WittKieffer, the premier executive search and leadership advisory firm dedicated to improving quality of life through impactful leadership, today announced that it is acquiring the assets of Ross & Company and that its founder, Larry Ross, will join WittKieffer as Senior Partner and Lead Partner for Private Equity.

Mergers & acquisitionsemergiscapital.com ↗

TELUS achieved a strong foothold in the Canadian healthcare telecom market through its acquisition of Emergis, a business process outsourcer specializing in healthcare and financial services.

Mergers & acquisitionsarclightcapital.com ↗

ArcLight Capital Partners, LLC (together with its affiliates "ArcLight") today announced its managed fund has entered into definitive purchase agreements with Osaka Gas USA Corporation ("Osaka Gas") and Kyuden International Americas Inc. ("Kyuden") to acquire their indirect common equity ownership interests in Kleen Energy Systems, LLC ("Kleen Power").

Asset acquisitionsarrowstreetcapital.com ↗

Arrowstreet Capital Limited Partnership purchased a new stake in shares of McCormick & Company, Incorporated during the 2nd quarter worth $6,520,000.

Asset acquisitionscabotprop.com ↗

In February, Cabot Properties acquired a 220,608-square-foot, multistory logistics warehouse in Minoh City, Osaka — its first investment in Japan.

Full recorded event mix

Top 10 categories among 213 recorded events in the 24-month window.

Asset acquisitions
63
Leadership moves
61
Mergers & acquisitions
43
Earnings
20
Contracts
14
Fundraising
5
New products
2
Buyback
1
Layoffs
1
Funding rounds
1
5 activity cards

Swipe or scroll horizontally to browse.

Leadership moves

33 tracked people moves

TA ↗
Darlene Karis

Appointment Global Head of Human Resources

TA ↗
Ben Bold

Promotion Senior Vice President

TA ↗
Jennifer Barbetta

Appointment Chief Operating Officer

Raudel Yanez

Appointment Managing Director and Head of Private Equity Secondaries

Pearl Meyer ↗
Jayson Traxler

Appointment Chief Executive Officer

Pearl Meyer ↗
Beth Florin

Retirement Previously Chief Executive Officer

Yusuf Nurbhai

Appointment Head of Markets UK and Senior Managing Director

Lindsay Ting

Appointment Managing Director

Product launches

Products, platforms and features in the recorded window

NEPC ↗
Stratum One

Pooled employer plan

Workforce actions

1 companies with reported reductions

900 rolescost reduction

Regulatory events

1 recorded events

NEPC ↗

agreed to pay civil penaltySEC

Earnings pulse

Reported company results in the recorded window.

1companies
23period observations
8.2%median reported growth

Median across 16 reported growth observations; companies may contribute multiple periods.

Mergers and acquisitions

Company-linked deal reports; status is preserved as recorded.

Acquirer → targetStatusDateValue / context
TA→advanced medical solutionsRumored2026-04-21Not stated in snapshot
ga group→G2 Capital Advisors ↗Announced2026-04-20Not stated in snapshot
37 Capital→SpendRight, Inc.Announced2026-04-17$100.0K
TA→netwrixAnnounced2026-04-15Not stated in snapshot
TA→weiman productsCompleted2026-04-15Not stated in snapshot
TA→Vee HealthtekCompleted2026-04-13$250.0M

A discussion or rumour is not a completed transaction. An unstated value is not zero.

PEOPLE & OPPORTUNITY

The talent market

1,164 postings in the preceding 12 months. The full 1,703-posting snapshot covers 29 employers.

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Most advertised job titles

Academic Tutor & Mentor (Entry Level, Paid, Full Time)148
Maintenance Technician111
Leasing Consultant98
Academic Tutor & Mentor (Entry Level, Paid, Full Time) 72
Property Manager22
Entry Level Academic Success Coach & Mentor18
0 internship postings

7 tracked postings mention remote work.

The seniority mix

923 postings specify a level.

unspecified
780
manager
443
entry
282
senior
105
lead
64
intern
29

Skills employers mention

Top skills across 1,703 tracked postings in the available jobs snapshot.

Excel
24
Python
9
Ai
9
Azure
7
Aws
6
Powerpoint
6
Application Architectures
6
Saas
6
Word
5
Risk Management
5
ADVERTISED PAY$90.0K/ year

Median across 236 postings with pay data, expressed in USD.

Salary by seniority

manager$110.0K/ year84 postings
senior$90.0K/ year33 postings

Advertised posting medians do not describe all employees or roles.

THE PEOPLE BUILDING THE FIELD

Founders and leaders

298 founders and chief executives across 200 companies.

Expand panel +
12 profiles

Swipe or scroll horizontally to browse.

Education networks

72 profiles with education records.

Harvard University
32
Harvard Business School
20
Massachusetts Institute of Technology
15
University of Pennsylvania
7
University of Chicago
6
Wharton School
6
Stanford University
5
Duke University
4

Prior employers

16 profiles with prior-work records.

Goldman Sachs
6
McKinsey
4
Bain
2
Morgan Stanley
1
Google
1
Boston Consulting Group
1
Amazon
1

Profiles cover recorded founders and leaders; contact details remain in Radar.

NEWS INTELLIGENCE

How this industry appears in the news

27,848 articles in the measured 12-month window.

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27,848articles in the measured year
3,227articles in 2026Q2
62.4%positive tone in the latest complete year

News volume trends

Investment Industry coverage tagged Boston · articles per complete quarter

03,9637,92711,89015,8542021Q2: 6,3572021Q22021Q3: 8,1952021Q4: 6,0062022Q1: 7,6912022Q2: 7,4772022Q22022Q3: 6,9742022Q4: 7,1232023Q1: 7,7512023Q2: 8,4272023Q22023Q3: 7,1692023Q4: 7,7342024Q1: 9,9402024Q2: 8,9382024Q22024Q3: 7,7152024Q4: 8,9652025Q1: 13,7862025Q2: 8,8802025Q22025Q3: 8,5422025Q4: 8,1492026Q1: 7,9302026Q2: 3,2272026Q2
View quarterly article counts
QuarterArticles
2021Q26,357
2021Q38,195
2021Q46,006
2022Q17,691
2022Q27,477
2022Q36,974
2022Q47,123
2023Q17,751
2023Q28,427
2023Q37,169
2023Q47,734
2024Q19,940
2024Q28,938
2024Q37,715
2024Q48,965
2025Q113,786
2025Q28,880
2025Q38,542
2025Q48,149
2026Q17,930
2026Q23,227

Article volume measures coverage, not market sales.

Tone of coverage over time

2021
15,564 positive · 261 neutral · 6,133 negative
2022
20,142 positive · 385 neutral · 8,694 negative
2023
21,197 positive · 338 neutral · 9,508 negative
2024
24,988 positive · 414 neutral · 10,104 negative
2025
24,527 positive · 540 neutral · 14,217 negative

Leading coverage topics

Investment Industry coverage tagged Boston · ranked by full-period article count.

Administrative And Political Subdivisions4,359,385 articles in the full recorded period
929,769 recent · 795,450 prior
Geopolitical Disputes And Contested Areas320,868 articles in the full recorded period
106,784 recent · 82,214 prior
International And Transnational Geographic Entities320,715 articles in the full recorded period
106,734 recent · 82,148 prior
Cryptocurrency Impact On Forex Markets201,405 articles in the full recorded period
53,997 recent · 53,458 prior
International Political Relations199,830 articles in the full recorded period
51,778 recent · 50,489 prior
Security And Defense Policies142,097 articles in the full recorded period
41,122 recent · 34,592 prior
International Relations And Diplomacy91,807 articles in the full recorded period
21,527 recent · 23,611 prior
Trade Policies And Agreements85,951 articles in the full recorded period
27,263 recent · 38,806 prior
Geographic Naming Conventions And Etymology82,161 articles in the full recorded period
44,272 recent · 9,155 prior
Human Rights Advocacy Reports68,604 articles in the full recorded period
16,266 recent · 22,065 prior

Recent and prior counts use the source comparison windows.

Topics gaining and losing attention

United States comparison coverage

KeywordRecentPriorChange
investment deal11,0713,690200%
stablecoin fx impact9,2116,42343%
private equity6,4381,681283%
etf trading5,6543,58058%
share price5,4182,99481%
etfs4,8563,08657%
sector etfs4,6712,98057%
investment4,4121,035326%
stock surge4,3852,35586%
etf structures4,3452,67462%
tariff negotiations13,59623,784-43%
flood stage forecasting60710,570-94%
hydrologic risk modeling7910,120-99%
free trade deals5,6489,436-40%
economic slowdown5,3948,577-37%

Event and signal lenses

United States comparison coverage

All complete annual cohorts shown
Rising

Regulatory Risk

2,670,381 classified articles

territories, disputed islands, stock performance

42.7% critical · 26.8% positive
Rising

Funding Momentum

582,279 classified articles

investment deal, inflation reports fx, currency intervention policies

40.0% critical · 49.1% positive
Rising

Growth

848,455 classified articles

earnings report, cannabis industry regulations, legal cannabis sales

36.2% critical · 44.7% positive

Investment Industry coverage tagged Boston. Topic labels describe recorded classifications and can include broad context.

UNDERSTAND THE LANDSCAPE

Investment Industry in Boston: key questions

Clear definitions for making better comparisons.

What does this landscape measure?

It measures the tracked company ecosystem, recorded funding, hiring and other available evidence. It is not a market-size estimate.

Can segment counts be added together?

No. A company can belong to several segments, so segment counts and funding can overlap.

What does a missing figure mean?

A dash or unavailable panel means the current reviewed source snapshot does not support that figure.

Company ecosystem snapshot: 3 September 2026. Funding is recorded in USD; filed accounts retain their stated currency and reporting basis. Each section identifies its own coverage. The news and research behind these sections is explorable in Prism.

Canonical landscape ↗
Coming soon