Investment Firms in Boston to Consider

Boston is a thriving hub for investment management firms, offering a diverse range of services from ethical investing to private equity and wealth management. Whether you’re seeking socially responsible portfolios, venture capital, or comprehensive financial planning, these Boston-based firms provide tailored solutions to meet your investment goals. Below is a curated list of top investment management firms in the area, each with a unique approach to growing and preserving wealth.

Investment Firms in Boston to Consider

1. Eventide Asset Management, LLC
2. Zevin Asset Management
3. Cove Hill Partners
4. Union Park Capital
5. Cranebridge Investment Partners
6. Noble Financial Group (Noble Capital Markets)
7. Revere Securities LLC
8. Rockland Trust
9. Calvert Investments Distributors Inc.
10. John Hancock Investment Management

1. Eventide Asset Management, LLC

Eventide Asset Management, LLC is a Boston-based investment firm founded in 2008, dedicated to values-based investing that integrates moral discernment with financial excellence. Guided by a biblical worldview, Eventide seeks to invest in companies that promote human flourishing and contribute positively to society. Their proprietary Business 360® framework evaluates both the products and practices of companies to ensure they align with ethical standards and create genuine value. Eventide offers a diverse range of investment solutions, including mutual funds, ETFs, separately managed accounts, target risk model portfolios, and private market investments through Eventide Ventures. Their investment strategies span various sectors, such as healthcare, technology, and dividend growth, aiming to deliver competitive returns while upholding their commitment to integrity and impact. Through this approach, Eventide empowers investors to align their financial goals with their values, striving for performance that benefits both clients and the broader community.

🔹 Services: Investment Management, Mutual Funds, ETFs, Private Market Investments
📍 Address: 1 International Pl Suite 4210, Boston, MA 02110
📞 Phone: 877-771-3836
🔗 Website: Eventide Investments
📧 Contact: [email protected]

2. Zevin Asset Management

Zevin Asset Management is a Boston-based, majority women-owned and 100% employee-owned investment firm with over 25 years of experience in socially responsible investing. As a Certified B Corporation, Zevin integrates environmental, social, and governance (ESG) factors into its investment process, offering customized, separately managed accounts in equity and fixed income that aim to balance risk with long-term growth. The firm emphasizes shareholder advocacy, engaging directly with companies to promote positive change on issues such as climate change, workplace diversity, and economic justice. Zevin’s commitment to sustainability and ethical investing is reflected in its diverse team and dedication to aligning clients’ investments with their values.

🔹 Services: Investment Management, ESG Investing, Shareholder Advocacy
📍 Address: 2 Oliver St Suite 806, Boston, MA 02109
📞 Phone: 877-513-4995
🔗 Website: Zevin Asset Management
📧 Contact: [email protected]

3. Cove Hill Partners

Cove Hill Partners is a Boston-based private equity firm that partners with technology and consumer companies to accelerate growth and maximize performance. Founded in 2017, the firm has raised over $4.5 billion in commitments and focuses on building a concentrated portfolio of high-quality companies. Cove Hill emphasizes long-term, patient capital and takes a value-add approach to its investments. The firm’s team comprises experts in various functional areas critical to a software company, supporting management teams in building excellent companies.

🔹 Services: Investment Management, Private Equity, Growth Capital
📍 Address: 888 Boylston St, Boston, MA 02199
📞 Phone: 857-245-6060
🔗 Website: Cove Hill Partners
📧 Contact: [email protected]

4. Union Park Capital

Union Park Capital is a Boston-based private equity firm founded in 2012, specializing in investments in lower middle-market industrial technology companies. The firm partners with management teams to foster business growth through product innovation, commercial excellence, and strategic add-on acquisitions, emphasizing long-term value creation over financial engineering. Their portfolio includes companies such as Advanced Environmental Monitoring, CFS Technologies, Exaktera, Industrial Physics, KPM Analytics, Process Insights, and Spheros Environmental, reflecting a focus on sectors like environmental monitoring, analytical instruments, and industrial automation. Union Park Capital’s flexible investment approach supports various needs, including ownership liquidity, internal growth initiatives, and acquisitions, while offering significant equity opportunities for key management.

🔹 Services: Investment Management, Private Equity, Industrial Technology Investments
📍 Address: 200 Newbury St, Boston, MA 02116
📞 Phone: 857-254-1751
🔗 Website: Union Park Capital
📧 Contact: [email protected]

5. Cranebridge Investment Partners

Cranebridge Investment Partners is a Boston-based venture capital firm founded in 2020, specializing in providing financing and strategic guidance to new and emerging companies. The firm oversees a diversified investment fund that includes domestic and international real estate developments. Cranebridge collaborates with entrepreneurs and business owners to support business growth and innovation. The firm is led by President Chris Johnson.

🔹 Services: Investment Management, Venture Capital, Real Estate Investments
📍 Address: 31 St James Ave fl 6, Boston, MA 02116
📞 Phone: 857-305-3996
🔗 Website: Cranebridge Investment Partners
📧 Contact: [email protected]

6. Noble Financial Group

Noble Capital Markets, founded in 1984 and headquartered in Boca Raton, Florida, is a full-service, SEC- and FINRA-registered investment bank and advisory firm specializing in serving middle-market and emerging growth companies. The firm offers a comprehensive suite of services, including investment banking, equity research, institutional sales and trading, and merchant banking, with a focus on sectors such as healthcare, technology, media, and natural resources. Noble’s investment banking team provides tailored advisory services for mergers and acquisitions, capital raising, and strategic transactions, leveraging their sector expertise and long-standing relationships with institutional investors. In 2018, Noble launched Channelchek, an investor community platform offering free, institutional-quality research on over 6,000 small and micro-cap public companies, along with webcasts, podcasts, and balanced news. Through its integrated approach and commitment to client-centric solutions, Noble Capital Markets aims to support the growth and success of its clients in the dynamic capital markets landscape.

🔹 Services: Investment Management, Investment Banking, Equity Research
📍 Address: 201 Washington St, Boston, MA 02108
📞 Phone: 857-362-7350
🔗 Website: Noble Capital Markets
📧 Contact: [email protected]

7. Revere Securities LLC

Revere Securities LLC is a global broker-dealer firm founded in 1983 and headquartered in New York City, with additional offices in Boca Raton, FL, and Boston, MA. The firm provides strategic and financial support to institutional investors, hedge funds, family offices, ultra-high-net-worth individuals, and corporations. Revere offers a comprehensive range of services, including wealth management, investment banking, asset management, and institutional trading. Their wealth management division delivers personalized financial planning, estate strategies, and access to alternative investments, while the investment banking team specializes in capital raising, mergers and acquisitions, and public offerings. Revere is known for its innovative approach, leveraging cutting-edge technology and a client-centric philosophy to navigate complex markets and deliver tailored solutions.

🔹 Services: Investment Management, Wealth Management, Investment Banking
📍 Address: 160 State St 7th Floor, Boston, MA 02109
📞 Phone: 857-453-4432
🔗 Website: Revere Securities
📧 Contact: [email protected]

8. Rockland Trust

Rockland Trust provides full-service banking, lending, and wealth management solutions in Boston, MA. With a strong local presence, they offer personalized financial services for individuals and businesses. Their Boston location delivers convenient access to checking, savings, mortgages, and investment advisory services. Known for exceptional customer service, Rockland Trust helps clients achieve their financial goals with confidence. As a community-focused bank, they combine modern banking technology with a personal touch.

🔹 Services: Investment Management, Wealth Management, Banking Services
📍 Address: 101 Arch St 20th Fl Ste 2020, Boston, MA 02110
📞 Phone: 800-826-6101
🔗 Website: Rockland Trust
📧 Contact: [email protected]

9. Calvert Investments Distributors Inc.

Calvert is a leader in responsible investing, offering ESG (Environmental, Social, and Governance) focused mutual funds and portfolios. Their contact page provides easy access to customer support, financial advisors, and investment resources. Calvert’s commitment to sustainability and ethical investing makes them a preferred choice for socially conscious investors. Whether for personal or institutional investing, their team is ready to assist with expert guidance. Investors can reach out for inquiries, fund details, or partnership opportunities.

🔹 Services: Investment Management, ESG Investing, Mutual Funds
📍 Address: 2 International Pl, Boston, MA 02110
📞 Phone: 800-368-2745
🔗 Website: Calvert Investments
📧 Contact: [email protected]

10. John Hancock Investment Management

JH Investments is a private investment firm specializing in value-driven opportunities across real estate, equities, and alternative assets. Their disciplined approach focuses on long-term growth and capital preservation. With a track record of successful investments, JH Investments caters to high-net-worth individuals and institutional clients. Their team combines deep market research with strategic execution to maximize returns. Transparency, integrity, and performance define their investment philosophy.

🔹 Services: Investment Management, Real Estate, Alternative Investments
📍 Address: 197 Clarendon St, Boston, MA 02116
📞 Phone: 800-225-6020
🔗 Website: JH Investments
📧 Contact: [email protected]

Boston’s investment management landscape offers a wide array of options for investors, from ESG-focused strategies to private equity and venture capital. Each firm listed above brings unique expertise, ensuring that clients can find a partner aligned with their financial goals and values. Whether you prioritize ethical investing, long-term growth, or innovative financial solutions, these firms provide the expertise and resources needed to navigate today’s complex markets. For personalized guidance, consider reaching out to the firms that best match your investment objectives.