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Top 21 Massachusetts Asset Management Companies

3
min read
Top 21 asset management companies in Massachusetts Main

Top 21 Massachusetts Asset Management Companies

3
min read
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Top 21 asset management companies in Massachusetts Main
Top firms trust Inven to find niche companies

Asset management companies deal in maintaining, upgrading, and disposing of assets cost-effectively on behalf of their clients, who could be individuals or corporations. Located in Massachusetts, these companies deliver measurable value through their strategies of asset allocation, diversification, and risk management. The services offered are primarily financial and investment management solutions, with focus on trading and investment research. The future of the industry likely lies in a combination of financial expertise with digital strategies and technology, embracing innovation.


Top 21 asset management companies in Massachusetts

1. State Street

State Street is a company that offers a range of financial services and investment management solutions. They specialize in asset servicing, investment research, trading, and investment management for institutional investors.


2. Wellington Management

  • Website: wellington.com
  • Headquarters: Boston, Massachusetts, United States
  • Founded: 1933
  • Headcount: 1001-5000
  • LinkedIn

Wellington Management is an investment management company that has been operating in Italy since the early 2000s. They provide support to local investors, including pension funds, insurance companies, asset managers, and intermediaries. Wellington offers sub-advisory mandates and UCITS solutions, making them a unique investment partner.


3. Columbia Threadneedle Investments, US

Columbia Threadneedle is an investment management company that offers a range of investment products and services. They provide investment solutions to individual and institutional investors, including mutual funds, ETFs, managed accounts, and retirement plans.


4. Congress Asset Management

Congress Asset Management Company is a financial services firm that offers investment management services for various asset classes including fixed income and equity. They provide a range of investment strategies and mutual funds to help clients achieve their financial goals.


5. Weiss Asset Management

Weiss Asset Management LP is a company that provides investment management services. They offer a range of investment strategies and solutions to help clients achieve their financial goals.


6. Mellon

  • Website: mellon.com
  • Headquarters: Boston, Massachusetts, United States
  • Headcount: 51-200
  • LinkedIn

Mellon Investments Corporation (MIC) is a registered investment advisor and subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). MIC specializes in index management and cash management and short duration strategies.


7. BrightSphere Investment Group

  • Website: bsig.com
  • Headquarters: Boston, Massachusetts, United States
  • Headcount: 51-200
  • Latest funding type: Ipo
  • LinkedIn

Acadian Asset Management is a global, systematic investment manager that combines intellectual rigor, rich data, and powerful tools to deliver results with analytical clarity. They offer equity strategies for active returns and alternative strategies for uncorrelated results.


8. Windham Capital Management

Windham Capital Management is an asset management firm that provides risk-based investment offerings to institutional investors, financial advisors, and private clients.


9. Windhaven Investment Management, Inc.

Windhaven Investments is an asset management company that offers portfolio management services. They specialize in separate account strategies that invest in ETFs and mutual funds.


10. Martingale Asset Management

  • Website: martingale.com
  • Headquarters: Boston, Massachusetts, United States
  • Founded: 1987
  • Headcount: 11-50
  • LinkedIn

Martingale Asset Management is a Boston-based investment management company founded in 1987. They specialize in managing equity portfolios for corporate pension plans, foundations, endowments, retirement systems, and multi-employer funds. With a focus on innovation and risk management, Martingale offers strict portfolio strategies and low volatility solutions to their clients.


11. Smartleaf

  • Website: smartleaf.com
  • Headquarters: Boston, Massachusetts, United States
  • Founded: 1999
  • Headcount: 11-50
  • LinkedIn

Smartleaf is an asset management company that offers personalized and tax-optimized portfolios. They provide a platform that simplifies portfolio review, rebalancing, and trading, while allowing clients to maintain control over investment policy and personalization parameters.


12. Bain Capital

  • Website: baincapital.com
  • Headquarters: Boston, Massachusetts, United States
  • Founded: 1984
  • Headcount: 1001-5000
  • LinkedIn

Bain Capital is a global private investment firm that offers bespoke capital solutions for companies, entrepreneurs, and asset owners. They combine expertise in credit, equity, corporate, and real assets to provide innovative financing options where traditional providers cannot.


13. State Street Global Advisors

  • Website: ssga.com
  • Headquarters: Boston, Massachusetts, United States
  • Founded: 1978
  • Headcount: 1001-5000
  • LinkedIn

SSGA Intermediary Business offers products and services designed for various categories of investors. The company provides investment opportunities in fixed income markets and SPDR Exchange Traded Funds (ETFs) that give access to diverse investment options.


14. Charles River Development

  • Website: crd.com
  • Headquarters: Burlington, Massachusetts, United States
  • Founded: 1984
  • Headcount: 1001-5000
  • Latest funding type: Acquired
  • LinkedIn

Charles River Systems, Inc. is a company that offers accounting solutions for Alpha and integrates them into the Charles River IMS. They provide institutional portfolio management, risk analytics, trading & OEMS, cash & position management, and post-trade processing solutions for various market segments.


15. Loomis, Sayles & Company

Loomis Sayles is a financial services company that offers a wide range of investment solutions for institutional and individual clients. With expertise in equity, fixed income, and multi-asset strategies, the company aims to provide innovative investment solutions to help clients achieve their financial goals.


16. Arrowstreet Capital, Limited Partnership

Arrowstreet Capital is an investment firm that offers differentiated investment solutions for institutional investors. With a commitment to investment excellence for over 20 years, the company focuses on sustainable success through discipline, collaboration, and a diverse team environment.


17. 37 Capital

37 Capital utilizes an opportunistic investment approach that combines intensive fundamental research with a focus on downside protection. They have access to a deep bench of research specialists covering sectors, asset classes, and geographies.


18. Bracebridge Capital, LLC

Bracebridge Capital is a company that offers investment banking services and helps clients with their investment needs.


19. Cutter Associates

Cutter Associates is a leading provider of research and consulting services for investment management firms. They offer expertise in various areas including business process redesign, system implementation, and portfolio management. Joining the Cutter Community gives access to extensive research, peer benchmarking, and member firm insights.


20. Highfields Capital

Highfields Capital is a private investment firm that manages assets for the One8 Foundation and the Jacobson family. It is founded by Jonathon S. Jacobson and focuses on managing capital for its clients.


21. Opus Investment Management, Inc.

Opus Investment Management is an SEC-registered investment advisor that offers financial performance tailored to the specific needs and risk appetite of its clients. Through its service marks Opus AllegroSM and Experience signature performanceSM, Opus provides a holistic view of clients' portfolios and connects investment strategies to their overall business goals. With a focus on empowering clients as strong advocates, Opus navigates operating constraints, regulatory issues, and rating agency considerations to maximize investment outcomes.


Want to find more asset management companies?


If you want to find more companies that offer diverse investment and financial management solutions you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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