Momentum Partners is a boutique advisory firm specializing in financial services, investment management, and related businesses. We were founded in 2006 and are based in Boston.
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 our most senior people.
Engagements include business strategy, market validation (or invalidation, as the case may be), product strategy, distribution strategy, and hands-on implementation. We are not in the business of presenting a giant document at the end of an engagement for you and your staff to tackle. We are in the business of presenting and implementing real-world solutions for real-world opportunities.
As you would expect given our long tenure in the industry, we bring our network of relationships to bear for our clients. We are the consulting services partner to FUSE Research Network, a leading provider of competitive and industry intelligence. Momentum Partners is a signatory to the UN’s Principles for Responsible Investment.


