Momentum Partners is a boutique advisory firm specializing in financial services, investment management, and related businesses. Founded in 2006, we are based in the greater Boston area.

The value we bring to our clients is our depth of industry knowledge – we are industry executives and entrepreneurs – coupled with our advisory services skill set. We know your business, and we know how to run an engagement so you get the results you are looking for. Clients work directly with senior people.

The most important reasons to hire us are efficiency and effectiveness – yours and ours.  You can cut to the chase and explain the challenge you want evaluated or addressed– you don’t need to teach us your business. And you’ll get a deliverable that is as complete, comprehensive, strategic, and thorough as the big firms deliver.

As you would expect given our long tenure in the industry, we bring our network of industry relationships to bear for our clients. We know the key industry data and research providers, and they know us. We look forward to hearing about what is happening in your business and how we can work together.