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These are the Top Asset Management Companies in Massachusetts (2021)

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

Top Massachusetts Asset Management Companies

Data sourced from Crunchbase and SemRush.

Building Engines, Inc.

Building Engines, Inc.

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Building Engines improves net operating income across the world’s most successful Commercial Real Estate portfolios. Our customers increase their revenue, deliver the best occupant experience, and reduce their operating costs using our innovative building operations software platform, Prism.

Founded in 2000 and headquartered in Boston, with offices in New York City and Scottsdale, Building Engines is developing, acquiring and partnering to address long-standing problems in building operations. Today, more than 850 customers—including Beacon Capital Partners, Cushman & Wakefield and SL Green—rely on Building Engines to manage critical operational needs across more than 2.5 billion square feet and 26,000 properties worldwide..

55ip

55ip

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55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness.

55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip’s ActiveTax Technology®, which includes tax-smart transitions, management, and withdrawals.

More information is available at https://www.55-ip.com. .

Accion

Accion

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Accion is a global nonprofit that gives people access to financial tools needed to improve lives. Accion catalyzes financial service providers to deliver high-quality, affordable solutions at scale for the people who are left out of or poorly served by the financial sector.

The company’s work helps people, small businesses, and communities grow and thrive. We challenge and engage the industry, its leaders, and its regulators to achieve a financially inclusive world.

The company supports companies through advisory services, targeted coaching, and support for startups, and by providing high-caliber governance through board oversight. Accion was founded on 1961 and is headquartered Cambridge, Massachusetts..

OM Asset Management (OMAM)

OM Asset Management (OMAM)

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OMAM is a global, multi-boutique asset management company with US$218 billion of assets under management as of March 31, 2016. Its diverse Affiliates offer leading, alpha generating investment products to investors around the world.

OMAM’s partnership approach, which includes equity ownership at the Affiliate level and a profit sharing relationship between OMAM and its Affiliates, aligns the interests of OMAM and its Affiliates to work collaboratively in accelerating their growth. OMAM’s business model combines the investment talent, entrepreneurialism, focus and creativity of leading asset management boutiques with the resources and capabilities of a larger firm..

GenesisAI

GenesisAI

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GenesisAI is a machine learning marketplace for AI products and services. It connects companies in need of AI services, data, and models with companies interested to monetize their AI tech.

By linking AI services with each other and increasing the supply of AI services, GenesisAI provides a web platform that offers low-cost AI services. This makes AI technology more efficient and affordable for businesses.

Their platform enables different AIs to communicate with each other, exchange data, and trade services. Anyone can develop and purchase AI services.

GenesisAI was established in 2018 and is based in Boston, Massachusetts, USA.. .

Boston Common Asset Management

Boston Common Asset Management

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Boston Common Asset Management specializes in long-only equity and balanced strategies and pursues long-term capital appreciation by seeking to invest in diversified portfolios of high quality, socially responsible stocks. They also manage U.S.

and international portfolios to meet the needs of institutional and individual investors. The firm works to deliver long-term, sustainable growth within the global commons by seeking competitive returns and a positive impact for its clients and the world.

The company was founded in 2002 and is headquartered in Boston, Massachusetts.. .

GMO

GMO

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Founded in 1977, GMO is a private partnership whose sole business is investment management. GMO is a global investment leader with expertise in managing multi-asset class strategies as well as focused strategies in a number of specific asset classes.

Our approach seeks to identify asset classes and securities for which we believe we can get paid to take risk and utilizes a long-term investment horizon, a belief in the power of mean reversion, discipline, conviction, and a commitment to research. We are willing to take bold, differentiated positions when opportunities warrant and have the patience and fortitude to invest with a long-term perspective.

We have managed portfolios through multiple market cycles and we constantly re-examine market opportunities across asset classes, testing our assumptions and embracing changing market dynamics. We utilize this deep experience to construct portfolios that we believe will offer our clients superior investment results.

We also leverage our proven expertise to develop unique, insightful market research and commentary for our clients. We succeed when our clients succeed..

Fidelity Digital Assets

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.

Monetics

Monetics

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Driving collective intelligence in commercial debt management.

Eaton Vance Management

Eaton Vance Management

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Eaton Vance provides advanced investment strategies and wealth management solutions. The company offers a diversity of investment approaches, encompassing bottom-up and top-down fundamental active management, responsible investing, systematic investing, and customized implementation of client-specified portfolio exposures It conducts its investment management business through its wholly-owned affiliates: Eaton Vance Management (EVM), Boston Management and Research (BMR), Eaton Vance Investment Counsel (EVIC), Eaton Vance (Ireland) Limited (EVAI) and Eaton Vance Trust Company (EVTC).

In February 2013, the Company’s subsidiary Eaton Vance Management formed Eaton Vance Institutional Cash Management Services. Eaton Vance Management was founded in 1924 and based in Boston, Massachusetts..

Tagup

Tagup

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Tagup provides a secure asset management platform for industrial equipment owners, powered by our AI/ML algorithms. Our analytics engine includes a robust event detection and prediction system that uses the operating history of an asset to estimate when issues have occurred, when they will occur, and how exogenous actions and events can impact those probabilities.

These insights can improve equipment uptime, throughput, and safety. Founded in 2015, our goal is to change the way people interface with the material assets they work with every day.

Our patent-pending solution keeps our customer’s data secure, allows seamless information exchange with partners, and provides end-to-end visibility across the assets and products they manage. We invite you to visit our website to arrange a demo and learn more about our solution..

VODA.ai

VODA.ai

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

Affiliated Managers Group

Affiliated Managers Group

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Affiliated Managers Group, Inc. (NYSE: AMG) is a global asset management company with investments in leading boutique investment management firms.

For 20 years, They have generated superior growth by partnering with the highest quality boutique investment management firms, using direct equity ownership in a framework that closely aligns their interests with those of their Affiliate partners. While providing their Affiliates with continued operational autonomy, They also help them to leverage the benefits of AMG’s scale in U.S.

retail and global product distribution, operations and technology to enhance their growth and capabilities. AMG made its first Affiliate investment in 1994, and today manages approximately $568 billion in assets (pro forma for pending investments) across a wide array of investment styles, asset classes and geographies to institutional and retail clients around the world..

SHIFT

SHIFT

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

Eagle Investment Systems

Eagle Investment Systems

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Eagle Investment Systems provides data management, investment accounting and performance measurement technology solutions to global asset managers. Eagle’s advanced technologies can help you transform your business, so you can do more, more efficiently.

Some of the world’s most successful companies rely on their innovative data management, investment accounting and performance measurement solutions to make smarter decisions. Contact us now to find out how they can help your business grow assets more efficiently..

The RMR Group

The RMR Group

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The RMR Group Inc. is a holding company, and substantially all of its business is conducted by its majority-owned subsidiary, The RMR Group LLC.

The RMR Group LLC is an alternative asset management company that primarily provides management services to publicly traded REITs and real estate operating companies. As of September 30, 2019, The RMR Group LLC had $32.8 billion of real estate assets under management, including over 2,200 properties, and employed approximately 600 real estate professionals in more than 30 offices throughout the United States; and the companies managed by The RMR Group LLC collectively had nearly 50,000 employees.

The RMR Group Inc. is headquartered in Newton, Massachusetts..

Hartford Funds

Hartford Funds

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That’s why our approach is something we call human-centric investing. Human-centric investing works to understand the relationships between investors, their money and their financial advisors…and then create the solutions and advisor tools designed to serve those investors and their mindsets.

We believe that human-centric investing can create solutions and advisor tools that not only strengthen bottom lines, but strengthen advisor-client relationships by helping investors better realize their true life goals. Hartford Funds has $73.6 billion total assets under management as of March 31, 2016 (excluding assets used in certain annuity products) and more than 45 Funds in a variety of styles and asset classes.

We are sub-advised by Wellington Management, one of the finest institutional fund management groups in the world. Of course, Hartford Funds will always strive to meet or exceed traditional industry benchmarks, but through human-centric investing, we intend to also raise the bar on performance, and make it mean more than numbers alone..

Athena Capital Advisors

Athena Capital Advisors

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Athena Capital Advisors is an independent investment advisor and wealth management firm.

Amundi

Amundi

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

Breiter Planet Properties

Breiter Planet Properties

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Breiter Planet Properties is a solar development and investment firm that has a goal of providing solar access to all. They empower property owners and ratepayers by educating and consulting with them on their best solar options, financing their projects, and demystify a very confusing and cluttered industry.

By providing customers with a personal energy consultant they ensure to create a smooth buying process and provide the best possible customer experience.. .

Windham Capital Management

Windham Capital Management

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Windham Capital Management is an independent asset management firm, focused on risk-based investment solutions. Founded in 1988, Windham is widely known for its pioneering research and its impact on the way investors manage assets.

Armed with innovative research and proprietary risk management, Windham creates and manages portfolios designed to increase the probability of investment success in both calm and turbulent markets.. .

Athena Systems Inc.

Athena Systems Inc.

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Athena Systems provides integrated Portfolio Management, Trading & Risk systems to Hedge Funds. In 2005, a group of senior software developers, integrators, and analysts started a technology firm based on a revolutionary vision.

Why not help financial services firms fine-tune their software systems to match the unique refinements of their business strategies? Why not help them elevate their baseline operations up to true competitive advantage. That is the business mission of Athena Investment Systems.

Today Athena counts leading hedge funds and asset managers among its clients. Its work spans fine-tuning and network integration of vendor software to custom enhancements that precisely match the unique business models of its clients.

They provide the full life-cycle of planning, development, implementation and training. Typical results are dramatic improvement in STP, faster time to equities markets, and more efficient execution of transactions.

Athena is a global firm with consultants headquartered in the US and Europe.. .

McCracken Financial Solutions

McCracken Financial Solutions

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McCracken is the leader in software solutions for the commercial real estate lending industry. They provide proven, servicing solutions for streamlining commercial servicing.

And, they back those solutions with over 20 years of experience in the industry; they truly have been helping their customers get results for decades. Maybe that’s why their clients include over 40 of the leading finance companies..

Liberty Holdings Ltd.

Liberty Holdings Ltd.

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Liberty Holdings Ltd. is a financial services company.

Weiss Asset Management

Weiss Asset Management

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

Advoqt Cybersecurity

Advoqt Cybersecurity

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Advoqt Cybersecurity is an IT company for data science and open-source tools to automate the cybersecurity program. It combines Cybersecurity expertise with Data Science to optimize and automate your Risk Management program.

They deliver consulting, systems integration, and proprietary tools. They are focused on advancing your security program from initial project scoping through to successful completion.

The company offers solutions in Threat Analytics, Cloud Security. Penetration Testing, Asset Management, Soar (Security Orchestration Automation & Response), and Data Science.

It also helps businesses assess their resilience and then design, implement, and manage Cybersecurity programs that can really withstand modern-day threats. Their technology, expert consultants, and a vetted ecosystem of niche partners allow you to deliver integrated solutions that give you a competitive edge.

Advoqt Cybersecurity was founded in 2012 and is headquartered in Boston, MA, USA.. .

Spark Blockchain Incubator

Spark Blockchain Incubator

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Spark Blockchain is a Blockchain consulting and incubation service provider in North America with developer relations at its core. Headquartered in Boston, it radiates its influence through NY, LA, SF, and the Bay Area, China, ASEAN, etc.

Since its establishment, it has quickly established a leading position in North America’s Blockchain community and has established great cooperative relations with top-tier projects and investment funds in China, and the United States. The current clients of Spark Blockchain include not only the top 100 well-known public chains, but also DApps, quantitative teams, media, and Blockchain investment funds..

Tempo Technologies

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.

CCA Group

CCA Group

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CCA Group provides financial advisory and asset management services.

3Edge

3Edge

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

Amundi Pioneer

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.

MSA Financial

MSA Financial

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MSA Financial specializes in financial planning and asset management services.

Cadence Wealth Management

Cadence Wealth Management

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Cadence Wealth Management specializes in investment management, financial planning, asset and wealth management services.

Beacon Intermodal Leasing

Beacon Intermodal Leasing

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

Legacy Financial Advisors

Legacy Financial Advisors

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Legacy Financial Advisors provides financial planning, insurance planning, investment management, and asset and wealth management services.

U.S. Wealth Management

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.

Cutter Associates

Cutter Associates

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Cutter Associates provides services in asset management, investment management, data management and consulting.

64SECONDS

64SECONDS

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64SECONDS specializes in cloud-based utility management services.

Aureus Asset Management

Aureus Asset Management

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Aureus Asset Management offers investment and wealth management services.

CREST Technologies

CREST Technologies

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CREST Technologies engages in the management of technology deployments, tradeshow logistics and corporate events in education.

Merganser Capital Management

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. As fundamental investors, they endeavor to understand the intricacies of fixed income vehicles in order to identify the securities and sectors that provide the most attractive risk/reward characteristics.

Succeeding in this endeavor has allowed us to meet the needs and objectives of their clients and gain their trust. Capital preservation, liquidity and total return permeate all of their decisions..

GID

GID

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

VendorRisk

VendorRisk

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VendorRisk is a web-based product that they host & maintain. They handle the nitty-gritty aspects of running the application hosting, security, backups, software upgrades, etc.

so you can focus on your actual work.. .

The Kinlin Company

The Kinlin Company

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The Kinlin Company is a a boutique search asset and wealth management company located in Osterville.

4Di

4Di

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

Affiliated Monitors

Affiliated Monitors

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

Innovest Capital

Innovest Capital

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Innovest Capital is a real estate investment company that offers asset management and financial services.

Applied Fundamental Research

Applied Fundamental Research

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Applied Fundamental Research provides customized investment advisory solutions for the complex financial needs of organizations.

Artemis Financial Advisors

Artemis Financial Advisors

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

Game Creek Capital

Game Creek Capital

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

Ascentia Asset Management

Ascentia Asset Management

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Ascentia Asset Management focuses on generating capital returns principally on healthcare orientated investments.

FOC Partners

FOC Partners

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FOC Partners (formerly Feingold O’Keeffe Capital) is a private, alternative asset management firm that provides investment and management of credit, stressed and distressed strategies. Supporting all investments is independent, proprietary, fundamental research.

They focus on the valuation of companies and securities, determined by the rigorous analysis of income statements and balance sheets to provide a margin of safety. They are dedicated to the achievement of superior, long-term performance with less than commensurate risk.

FOC Partners was established in 2001 by co-founders Andrea Feingold, former Co-Head of PIMCO High Yield Group, and Ian O’Keeffe, former PIMCO Head of High Yield Trading. The co-founders joined together beginning in the early 1990s to manage risk assets including senior loans, stressed and distressed debt and to produce strong non-correlated investment returns in a variety of markets.

Throughout their partnership the co-founders have applied the same unifying philosophy of risk control and value assessment, a core principle at FOC Partners. Today the co-founders and employees are among the firm’s largest investors which align the overall interests of the firm with those of their clients and investors.

FOC Partners has attracted, retained and developed high quality investment talent with expertise in valuation, trading, structuring, credit and equity analysis. These skill sets are optimized across their strategies and products, defined by a team approach and credit-oriented proprietary research with a value mandate.

Their collaborative process creates a knowledge advantage to identify inefficiencies, capture value and produce attractive risk-adjusted absolute returns while limiting loss. Characterized by a single P&L statement, their team approach unifies their objective of investment success to benefit clients, investors and FOC Partners personnel..

CSR Financial Services

CSR Financial Services

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CSR Financial Services is an independent financial service, asset management, and consulting firm.

PrecisionIR Group

PrecisionIR Group

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

Elevage Partners

Elevage Partners

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Elevage Partners is a financial company specializing in financial planning, retirement planning, wealth management and fund management.

UATel

UATel

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UATel is a proud supporter of RED PRODUCTS which has raised millions of dollars for the Global Fund to fight AIDS, Tuberculosis and Malaria in Africa. In fact, when your company becomes a client, you will also have the opportunity to support this movement.

With certain conditions met, your company will be able to indirectly fund the Global Fund. Sounds good, does good.UATel’s Telecommunications Expense Management (TEM) is the methodology by which organizations can best manage one of their most critical strategic assets: the telecom network.

TEM encompasses the technology, processes, policy, and people needed.. .

Soft-Aid

Soft-Aid

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Soft-Aid provides IT asset management consulting services.

Beacon Software Consulting

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.

JFC & Associates

JFC & Associates

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

CABCO Consult

CABCO Consult

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CABCO Consult is a professional consulting services company located in Clinton.

MajorTom

MajorTom

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MajorTom is a web-based digital asset management software designed exclusively for marketing and creative organizations.

Harbor Acquisition

Harbor Acquisition

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

Bingham Legg Advisers

Bingham Legg Advisers

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Bingham Legg Advisers provider of investment advisory services.

You may write to us at: Daily Finance Media/Fupping Ltd, First Floor, 61-63 Rochester Pl, London NW1 9JU.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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