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

We bring clients 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 engagements so you get the results you are looking for. Clients work directly with senior people.

The most important reasons to hire us are quality, efficiency, and effectiveness. You can cut to the chase and explain the matter you want evaluated or addressed – you don’t need to spend your time teaching us your business. You’ll get a deliverable that is complete, comprehensive, strategic, and of impeccable quality in both thought process and presentation.