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73 Top Asset Management Startups & Projects (Boston)

This article showcases our top picks for the best Boston 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

Top Boston Asset Management Startups

Data sourced from Crunchbase and SemRush.

Harbor Acquisition

Harbor Acquisition

Crunchbase Website Twitter Facebook Linkedin

Harbor Acquisition is a newly created blank check company for the purpose of purchasing capital stock exchanges via a merger.

Promethos Capital

Promethos Capital

Crunchbase Website Twitter Facebook Linkedin

Promethos Capital is an institutional investment boutique focused on international & global equity investments.

Promethos Capital

Acerra and Associates

Crunchbase Website Twitter Facebook Linkedin

Acerra and Associates provide estate planning, tax preparation, financial planning, mortgage, risk management, and fiduciary services.

Promethos Capital

Pelagos Capital Management

Crunchbase Website Twitter Facebook Linkedin

Pelagos Capital Management is an investment management firm that focuses on hedge fund strategies, equity, and asset management.

Promethos Capital

Bingham Legg Advisers

Crunchbase Website Twitter Facebook Linkedin

Bingham Legg Advisers provider of investment advisory services.

Promethos Capital

CatenaLink Corp

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CatenaLink Corp is a venture capital that invests and develops in real estate properties and MSME companies.

Promethos Capital

NextShares

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NextShares is an investment management company that focuses on assets, equities, bonds, and mutual funds.

Promethos Capital

PrecisionIR Group

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PrecisionIR, Inc. provides online investor relations and web-based corporate communications solutions to companies worldwide

Promethos Capital

JKD Capital

Crunchbase Website Twitter Facebook Linkedin

.JKD Capital is a private firm engaged in investment research on capital preservation.

Promethos Capital

Merlin Asset Management

Crunchbase Website Twitter Facebook Linkedin

MAM is an independent, employee-owned investment management firm. That Specializes in developing and managing equity investment strategies.

Promethos Capital

Lev2tech

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Lev2tech is a consulting firm that offers mergers, acquisitions, sale of assets, advisory, and financing services.

Promethos Capital

Candeur Group

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Candeur Group provides community development and housing funds for construction financing, loans, and asset management services.

Promethos Capital

Lebed Asset Management

Crunchbase Website Twitter Facebook Linkedin

Lebed Asset Management specializes in providing investment management strategies and services for high-net-worth individuals and families.

Promethos Capital

Global Focus Capital

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Global Focus Capital is investment research & consulting firm that provides investors with financial advisory, asset & portfolio management.

Promethos Capital

Berkeley Investments

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Berkeley Investments specializes in “real estate investment, property management, asset management, development and redevelopment”.

Promethos Capital

42 North Capital

Crunchbase Website Twitter Facebook Linkedin

42 North Capital provides financial services like investment, structuring, asset, and portfolio management.

Promethos Capital

Strategic Capital Allocation Group

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Strategic Capital Allocation Group provides investment advisory, dynamic portfolio allocation, risk, and asset management services.

Promethos Capital

The Boston Family Office

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The Boston Family Office provides estate planning, custody, investment management, compliance and advisor service.

Promethos Capital

Artemis Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Artemis Financial Advisors is a financial planning and investment management firm.

Promethos Capital

Donoghue Forlines

Crunchbase Website Twitter Facebook Linkedin

Donoghue Forlines is an investment company that provides customer solutions, consultation, risk and asset management services.

Promethos Capital

Sanderson Logan & Bechok

Crunchbase Website Twitter Facebook Linkedin

Sanderson Logan & Bechok offers accounting, bookkeeping, tax preparation, wealth management, litigation support, and consultation services.

Promethos Capital

P/E Investments

Crunchbase Website Twitter Facebook Linkedin

P/E Investments offers portfolio management, asset allocation, market analysis, risk management and asset management services.

Promethos Capital

Boston Advisors

Crunchbase Website Twitter Facebook Linkedin

Boston Advisors is a financial advisory and investment management service provider company.

Promethos Capital

4Di

Crunchbase Website Twitter Facebook Linkedin

4Di is a data analytics platform for architecture, engineering and construction industries.

Promethos Capital

Marble Harbor Investment Counsel

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Marble Harbor Investment Counsel provides extensive investment counseling that covers asset allocation framework solutions.

Promethos Capital

Cubic Asset Management

Crunchbase Website Twitter Facebook Linkedin

Cubic Asset Management offers separate account management to endowments, foundations, retirement plans and high net-worth individuals.

Promethos Capital

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.

Promethos Capital

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.

Promethos Capital

Nu Paradigm Investment Partners

Crunchbase Website Twitter Facebook Linkedin

Nu Paradigm Investment Partners is a full-service investment firm for family wealth and institutional investors’ pension plans.

Promethos Capital

FOC Partners

Crunchbase Website Twitter Facebook Linkedin

FOC Partners is a private alternative asset management firm in the investment and management of credit, stressed and distressed strategies.

Promethos Capital

Citisoft

Crunchbase Website Twitter Facebook Linkedin

Citisoft is an asset management service provider firm.

Promethos Capital

Aureus Asset Management

Crunchbase Website Twitter Facebook Linkedin

Aureus Asset Management offers investment and wealth management services.

Promethos Capital

Essential Asset Management

Crunchbase Website Twitter Facebook Linkedin

Essential Asset Management offers financial advisory services in portfolio management, taxation, investment & retirement planning.

Promethos Capital

Merganser Capital Management

Crunchbase Website Twitter Facebook Linkedin

Merganser Capital Management is an SEC-registered investment adviser focused on the fixed income needs of institutional clients.

Promethos Capital

JFC & Associates

Crunchbase Website Twitter Facebook Linkedin

JFC & Associates offers enterprise asset management, IoT, drone inspection, consultation, artificial intelligence, cloud & managed services.

Promethos Capital

Bostonia Partners

Crunchbase Website Twitter Facebook Linkedin

Bostonia Partners is an investment consulting firm that advises for investment in real estate, energy and infrastructure assets.

Promethos Capital

Game Creek Capital

Crunchbase Website Twitter Facebook Linkedin

Game Creek Capital provides investment advisory services, offers investment & asset management & financial planning.

Promethos Capital

Acacia Global Investors

Crunchbase Website Twitter Facebook Linkedin

Acacia Global Investors specializes in offering complete investment management banking and equity services.

Promethos Capital

Affiliated Monitors

Crunchbase Website Twitter Facebook Linkedin

Affiliated Monitors is providing top-quality, independent integrity monitoring and assessment services.

Promethos Capital

Cerulli Associates

Crunchbase Website Twitter Facebook Linkedin

Cerulli Associates is a research and consulting firm specializing in asset management and distribution trends worldwide.

Promethos Capital

Windham Capital Management

Crunchbase Website Twitter Facebook Linkedin

Windham Capital Management is an independent asset management firm.

Promethos Capital

Woodstock

Crunchbase Website Twitter Facebook Linkedin

Woodstock specializes in fiduciary, financial counselling, wealth, accounting and asset management services.

Promethos Capital

Spark Blockchain Incubator

Crunchbase Website Twitter Facebook Linkedin

Spark Blockchain Incubator is a Blockchain consulting and incubation service provider.

Promethos Capital

Dockyard Capital Management

Crunchbase Website Twitter Facebook Linkedin

Dockyard Capital Management invests in public companies that are reshaping their industries.

Promethos Capital

Valuation Connect

Crunchbase Website Twitter Facebook Linkedin

Valuation Connect provides home equity valuations, traditional capital markets, reconciliation and virtual valuation solutions.

Promethos Capital

Mayflower Advisors

Crunchbase Website Twitter Facebook Linkedin

Mayflower Advisors is an investment advisor that provides private wealth management, and retirement plan consulting services.

Promethos Capital

CCA Group

Crunchbase Website Twitter Facebook Linkedin

CCA Group provides financial advisory and asset management services.

Promethos Capital

Pearl Street

Crunchbase Website Twitter Facebook Linkedin

Pearl Street is a venture debt services provider.

Promethos Capital

3Edge

Crunchbase Website Twitter Facebook Linkedin

3Edge is an advisor that specializes in investment research and asset management, offering multi-asset portfolios for investors.

Promethos Capital

Boston Energy Trading and Marketing

Crunchbase Website Twitter Facebook Linkedin

Boston Energy Trading and Marketing provide asset management, energy storage optimization, trading, gas supply and retail power services.

Promethos Capital

Beacon Intermodal Leasing

Crunchbase Website Twitter Facebook Linkedin

Beacon Intermodal Leasing is an industry leading lessor of intermodal cargo containers.

Promethos Capital

GID

Crunchbase Website Twitter Facebook Linkedin

GID is a real estate company that deals with investment strategies, development, construction, asset, property and risk management.

Promethos Capital

Roadgnar

Crunchbase Website Twitter Facebook Linkedin

Automated Infrastructure Management for Cities

Promethos Capital

Weiss Asset Management

Crunchbase Website Twitter Facebook Linkedin

Weiss Asset Management is an asset & investment management and market research company.

Promethos Capital

Amundi Pioneer

Crunchbase Website Twitter Facebook Linkedin

Pioneer Investments is a leading innovator in global asset management that managing an extensive range of fixed-income strategies.

Promethos Capital

Vinyl Capital

Crunchbase Website Twitter Facebook Linkedin

cuttin’ checks. 50% off all term sheets. rock & roll.

Promethos Capital

Liberty Holdings

Crunchbase Website Twitter Facebook Linkedin

Liberty Holdings is an financial services company offers range of investment, insurance and health products to individuals and businesses.

Promethos Capital

Breiter Planet Properties

Crunchbase Website Twitter Facebook Linkedin

Solar development and investment firm

Promethos Capital

Tempo Technologies

Crunchbase Website Twitter Facebook Linkedin

Tempo Technologies is a web-shop that offers software, barcode tags, smart readers and ERPs for asset, inventory and workflow management.

Promethos Capital

Advoqt Cybersecurity

Crunchbase Website Twitter Facebook Linkedin

Advoqt Cybersecurity is an IT company for data science and open-source tools to automate the cybersecurity program.

Promethos Capital

Building Engines, Inc.

Crunchbase Website Twitter Facebook Linkedin

Provider of web and mobile building operations software platform for commercial real estate owners and managers.

Promethos Capital

GenesisAI

Crunchbase Website Twitter Facebook Linkedin

GenesisAI is an Artificial Intelligence marketplace that allows companies to buy or sell AI products and services

Promethos Capital

55ip

Crunchbase Website Twitter Facebook Linkedin

55ip is a tax-smart investment strategy engine used by financial advisors to dramatically improve their efficiency and effectiveness.

Promethos Capital

OM Asset Management (OMAM)

Crunchbase Website Twitter Facebook Linkedin

OM Asset Management is a global, diversified multi-boutique asset management company

Promethos Capital

Pyramid Hotel Group

Crunchbase Website Twitter Facebook Linkedin

Pyramid Hotel Group offers asset, hotel, project and resort management, lender, receivership and acquisition services.

Promethos Capital

Boston Common Asset Management

Crunchbase Website Twitter Facebook Linkedin

Boston Common Asset Management specializes in long-only equity and balanced strategies and pursue long-term capital.

Promethos Capital

GMO

Crunchbase Website Twitter Facebook Linkedin

GMO is a global investment management firm committed to providing sophisticated clients with superior asset management solutions.

Promethos Capital

Monetics

Crunchbase Website Twitter Facebook Linkedin

Monetics is now part of Derivative Path. Read more (https://bit.ly/3lMSJ6n)

Promethos Capital

Amundi

Crunchbase Website Twitter Facebook Linkedin

Amundi, a global asset manager, provides investment solutions tailored to its 100 million customers in 37 countries.

Promethos Capital

Eaton Vance Management

Crunchbase Website Twitter Facebook Linkedin

Eaton Vance provides advanced investment strategies and wealth management solutions.

Promethos Capital

Fidelity Digital Assets

Crunchbase Website Twitter Facebook Linkedin

Fidelity Digital Assets offers a full-service, enterprise-grade platform for securing, trading, and servicing investments in digital assets.

Promethos Capital

SHIFT

Crunchbase Website Twitter Facebook Linkedin

SHIFT is a provider of cloud-based media collaboration and digital asset management solutions.

Promethos Capital

VODA.ai

Crunchbase Website Twitter Facebook Linkedin

VODA.ai is an Artificial Intelligence company, serving the water utility market.

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