Mark Smith
This article showcases our top picks for the best Massachusetts based Asset Management companies. These startups and companies are taking a variety of approaches to innovating the Asset Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
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Top Massachusetts Asset Management Startups
Data sourced from Crunchbase and SemRush.
Building Engines, Inc.
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Provider of web and mobile building operations software platform for commercial real estate owners and managers.
GenesisAI
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GenesisAI is an Artificial Intelligence marketplace that allows companies to buy or sell AI products and services
Raptor Maps
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Raptor Maps is a MIT-born startup that builds software to manage the solar lifecycle.
Accion
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Accion is a global nonprofit that gives people access to financial tools needed to improve lives.
OM Asset Management (OMAM)
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OM Asset Management is a global, diversified multi-boutique asset management company
55ip
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55ip is a tax-smart investment strategy engine used by financial advisors to dramatically improve their efficiency and effectiveness.
Boston Common Asset Management
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Boston Common Asset Management specializes in long-only equity and balanced strategies and pursue long-term capital.
Pyramid Hotel Group
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Pyramid Hotel Group offers asset, hotel, project and resort management, lender, receivership and acquisition services.
Tagup
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Tagup provides asset management decision support, lowering the cost of in-service failures, business interruption, and equipment breakdown.
GMO
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GMO is a global investment management firm committed to providing sophisticated clients with superior asset management solutions.
Affiliated Managers Group
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Affiliated Managers Group is a asset management company with boutique investment management.
Eaton Vance Management
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Eaton Vance provides advanced investment strategies and wealth management solutions.
VODA.ai
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VODA.ai is an Artificial Intelligence company, serving the water utility market.
Fidelity Digital Assets
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Fidelity Digital Assets offers a full-service, enterprise-grade platform for securing, trading, and servicing investments in digital assets.
The RMR Group
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The RMR Group is an alternative asset management company.
Weiss Asset Management
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Weiss Asset Management is an asset & investment management and market research company.
Monetics
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Monetics is now part of Derivative Path. Read more (https://bit.ly/3lMSJ6n)
SHIFT
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SHIFT is a provider of cloud-based media collaboration and digital asset management solutions.
Amundi
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Amundi, a global asset manager, provides investment solutions tailored to its 100 million customers in 37 countries.
Hartford Funds
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Hartford Funds is a registered investment advisory firm.
Athena Capital Advisors
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Athena Capital Advisors is an independent investment advisor and wealth management firm.
Liberty Holdings
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Liberty Holdings is an financial services company offers range of investment, insurance and health products to individuals and businesses.
Cerulli Associates
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Cerulli Associates is a research and consulting firm specializing in asset management and distribution trends worldwide.
ClearEdge Partners
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ClearEdge Partners, Inc. provides Fortune 500 clients with strategy and analytics on large IT expenditures to capture value and savings.
Athena Systems Inc.
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A unified platform for managing the investment process from start to finish.
Amundi Pioneer
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Pioneer Investments is a leading innovator in global asset management that managing an extensive range of fixed-income strategies.
Boston Energy Trading and Marketing
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Boston Energy Trading and Marketing provide asset management, energy storage optimization, trading, gas supply and retail power services.
McCracken Financial Solutions
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McCracken is the leader in software solutions for the commercial real estate lending industry.
GID
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GID is a real estate company that deals with investment strategies, development, construction, asset, property and risk management.
EPG
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EPG specializes in fixed income investing, equity portfolio management, asset-liability management and advisory services.
Streetlogix
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Streetlogix is a powerful street asset management platform for roads, pavement, sidewalks, & more in local public works, & municipalities.
Windham Capital Management
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Windham Capital Management is an independent asset management firm.
Merganser Capital Management
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Merganser Capital Management is an SEC-registered investment adviser focused on the fixed income needs of institutional clients.
CREST Technologies
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CREST Technologies engages in the management of technology deployments, tradeshow logistics and corporate events in education.
Entegra
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Entegra specializes in real estate development, asset management, 3rd party green building, LEED administration and consulting services.
Breiter Planet Properties
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Solar development and investment firm
Boston Advisors
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Boston Advisors is a financial advisory and investment management service provider company.
Jumbo Capital Management
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Jumbo Capital Management is a real estate company that renders asset management, real estate investment and property management services.
Spark Blockchain Incubator
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Spark Blockchain Incubator is a Blockchain consulting and incubation service provider.
Cutter Associates
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Cutter Associates provides services in asset management, investment management, data management and consulting.
Tempo Technologies
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Tempo Technologies is a web-shop that offers software, barcode tags, smart readers and ERPs for asset, inventory and workflow management.
Bostonia Partners
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Bostonia Partners is an investment consulting firm that advises for investment in real estate, energy and infrastructure assets.
U.S. Wealth Management
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U.S. Wealth Management is committed to financial planning, insurance, fee-based asset management, advice and securities.
Pearl Street
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Pearl Street is a venture debt services provider.
Affiliated Monitors
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Affiliated Monitors is providing top-quality, independent integrity monitoring and assessment services.
CCA Group
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CCA Group provides financial advisory and asset management services.
Artemis Financial Advisors
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Artemis Financial Advisors is a financial planning and investment management firm.
Health Assurance Acquisition Corp.
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HAAC is a blank check company, involved in business activities including share exchange, merger, asset acquisition, and share purchase.
T.R. ENGEL Group
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T.R. ENGEL Group provides asset management, financial, real estate advisory and investment services for hospitality debt & equity investors.
Tritower Financial Group
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Tritower Financial Group is a real estate investment firm that engages in sponsoring, sourcing and operating single-asset investments.
AAM 15 Management
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AAM 15 Management is a hotel investment, management and real estate firm that offers hotel acquisition and asset management services.
4Di
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4Di is a data analytics platform for architecture, engineering and construction industries.
Gage-Wiley
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Gage-Wiley is an investment management company that provides asset, wealth management and advisory services.
Hart & Patterson Financial Group
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Hart & Patterson Financial Group offers investment management, business advisory along with financial, tax and retirement planning services.
3Edge
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3Edge is an advisor that specializes in investment research and asset management, offering multi-asset portfolios for investors.
Little House Capital
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Little House Capital offers wealth planning, risk management, asset protection, investment management, taxation & retirement plan services.
Mayflower Advisors
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Mayflower Advisors is an investment advisor that provides private wealth management, and retirement plan consulting services.
Woodstock
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Woodstock specializes in fiduciary, financial counselling, wealth, accounting and asset management services.
Applied Fundamental Research
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Applied Fundamental Research provides customized investment advisory solutions for the complex financial needs of organizations.
Advoqt Cybersecurity
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Advoqt Cybersecurity is an IT company for data science and open-source tools to automate the cybersecurity program.
North Pointe Wealth Management
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North Pointe Wealth Management provides portfolio and risk management, financial, estate and charitable gift planning services.
Acacia Global Investors
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Acacia Global Investors specializes in offering complete investment management banking and equity services.
Soft-Aid
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Soft-Aid provides IT asset management consulting services.
Alignment Financial Group
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Alignment Financial Group provides financial services like insurance, taxation, retirement, asset, portfolio and wealth management.
Legacy Financial Advisors
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Legacy Financial Advisors provides financial planning, insurance planning, investment management, and asset and wealth management services.
64SECONDS
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64SECONDS specializes in cloud-based utility management services.
Beaumont Capital Managment
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Beaumont Capital Management is an asset manager that provides investment solutions to investors.
VendorRisk
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VendorRisk is a web-based product that they host & maintain.
St. Germain Investment Management
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St. Germain Investment Management offers a personalized investment management service that helps meet the client’s financial goals.
Cadence Wealth Management
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Cadence Wealth Management specializes in investment management, financial planning, asset and wealth management services.
Beacon Intermodal Leasing
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Beacon Intermodal Leasing is an industry leading lessor of intermodal cargo containers.
Beacon Software Consulting
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Beacon Software Consulting is a company that provides data and analytics design, strategy, development and system integration solutions.
FOC Partners
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FOC Partners is a private alternative asset management firm in the investment and management of credit, stressed and distressed strategies.
Capital Analysts of New England
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Capital Analysts of New England expertise in wealth management, income planning, employee benefits, asset protection and advisory services.
Grander Capital Partners
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Grander Capital Partners provides real estate investment, asset management, leasing, property enhancement and property management services.
Kendall Sustainable Infrastructure
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Kendall Sustainable Infrastructure is an asset management firm that offers investments in assets like solar & wind energy projects.
Cox Capital Management
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Cox Capital Management is a financial planning and investment management service provider company.
Aureus Asset Management
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Aureus Asset Management offers investment and wealth management services.
RJ Kelly
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RJ Kelly is a real estate company that provides leasing, construction, asset and property management services.
MSA Financial
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MSA Financial specializes in financial planning and asset management services.
The Boston Family Office
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The Boston Family Office provides estate planning, custody, investment management, compliance and advisor service.
JFC & Associates
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JFC & Associates offers enterprise asset management, IoT, drone inspection, consultation, artificial intelligence, cloud & managed services.
P/E Investments
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P/E Investments offers portfolio management, asset allocation, market analysis, risk management and asset management services.
Nu Paradigm Investment Partners
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Nu Paradigm Investment Partners is a full-service investment firm for family wealth and institutional investors’ pension plans.
Leone Wealth Management
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Leone Wealth Management offers comprehensive financial planning, investment & risk management services to help clients achieve their goals.
Fernwood Investment Management
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Fernwood Investment Management offers investment advisory services on wealth management, financial planning. and asset allocation.
McNamara Financial Services
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McNamara Financial Services is an investment advisory firm that offers financial planning, cash flow analysis, and consulting services.
Mauve Capital Partners
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Mauve Capital Partners is an investment firm that is involved in the acquisition and operation of privately-held businesses.
Citisoft
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Citisoft is an asset management service provider firm.
Fairbanks Energy Services
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Fairbanks Energy Services is a design/build engineering firm that offers energy efficiency solutions.
Game Creek Capital
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Game Creek Capital provides investment advisory services, offers investment & asset management & financial planning.
Innovest Capital
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Innovest Capital is a real estate investment company that offers asset management and financial services.
PrecisionIR Group
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PrecisionIR, Inc. provides online investor relations and web-based corporate communications solutions to companies worldwide
New England Trust Services
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New England Trust Services is an estate planning firm that offers investment strategies, taxation, retirement and asset management services.
42 North Capital
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42 North Capital provides financial services like investment, structuring, asset, and portfolio management.
Elevage Partners
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Elevage Partners is a financial company specializing in financial planning, retirement planning, wealth management and fund management.
Marble Harbor Investment Counsel
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Marble Harbor Investment Counsel provides extensive investment counseling that covers asset allocation framework solutions.
ChartHouse Capital
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ChartHouse Capital is a financial planning & investment advisory firm that offers retirement, wealth management & asset management services.
Valuation Connect
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Valuation Connect provides home equity valuations, traditional capital markets, reconciliation and virtual valuation solutions.
Quirk Associates
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Quirk Associates provides asset searches, document retrieval, condominium rundown, recording and real estate title abstracting services.
