Insights

Growing Client Base Congress Asset Management is expanding its client portfolio by onboarding large clients like Liberty All-Star Growth Fund, indicating its increasing market presence and reputation among institutional investors seeking trusted asset managers.

Diversified Product Portfolio The company offers a broad range of investment solutions including equity, fixed income, private equity, and recently launched ETFs focused on growth strategies, presenting opportunities to cross-sell comprehensive investment products to existing and new clients.

Innovation Adoption Recent launches of active growth ETFs such as Congress SMid Growth ETF and Congress Large Cap Growth ETF demonstrate Congress Asset Management's commitment to leveraging innovative, ETF-based solutions, ideal for firms seeking scalable investment options.

Recognition & Credibility Being awarded Manager of the Year and recognition across multiple categories enhances Congress’s credibility, making it attractive to asset owners and intermediaries looking for reputable and award-winning investment management firms.

Revenue Growth Potential With revenues estimated between 100 to 250 million dollars and an expanding product lineup, there is significant potential for partners to collaborate on co-marketing, strategic investments, or new service integrations aimed at further growing the company's market share.

Congress Asset Management Tech Stack

Congress Asset Management uses 8 technology products and services including Apple iCloud Mail, SendGrid, jQuery, and more. Explore Congress Asset Management's tech stack below.

  • Apple iCloud Mail
    Email
  • SendGrid
    Email Delivery
  • jQuery
    Javascript Libraries
  • Choices
    Javascript Libraries
  • Priority Hints
    Performance
  • WP Engine
    Platform As A Service
  • Adobe Fonts
    Web Fonts
  • Apache
    Web Servers

Congress Asset Management's Email Address Formats

Congress Asset Management uses at least 1 format(s):
Congress Asset Management Email FormatsExamplePercentage
FLast@congressasset.comJDoe@congressasset.com
97%
Last@congressasset.comDoe@congressasset.com
3%

Frequently Asked Questions

Where is Congress Asset Management's headquarters located?

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Congress Asset Management's main headquarters is located at 2 Seaport Lane 5th Floor Boston, Massachusetts 02210 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Congress Asset Management's phone number?

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You can contact Congress Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Congress Asset Management's official website and social media links?

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Congress Asset Management's official website is congressasset.com and has social profiles on LinkedIn.

What is Congress Asset Management's NAICS code?

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Congress Asset Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Congress Asset Management have currently?

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As of May 2026, Congress Asset Management has approximately 91 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: D. L.Chief Compliance Officer: J. F.Chief Compliance Officer: A. M. S.. Explore Congress Asset Management's employee directory with LeadIQ.

What industry does Congress Asset Management belong to?

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Congress Asset Management operates in the Investment Management industry.

What technology does Congress Asset Management use?

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Congress Asset Management's tech stack includes Apple iCloud MailSendGridjQueryChoicesPriority HintsWP EngineAdobe FontsApache.

What is Congress Asset Management's email format?

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Congress Asset Management's email format typically follows the pattern of FLast@congressasset.com. Find more Congress Asset Management email formats with LeadIQ.

When was Congress Asset Management founded?

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Congress Asset Management was founded in 1985.

Congress Asset Management

Investment ManagementMassachusetts, United States51-200 Employees

Congress Asset Management is a privately owned investment management firm based in Boston, MA.  The firm manages equity, fixed income, and private equity assets on behalf of institutions, financial intermediaries, and individuals. The firm was founded in 1985 and built with a focus on capital preservation and the conviction that the needs of the client come first.

Section iconCompany Overview

Headquarters
2 Seaport Lane 5th Floor Boston, Massachusetts 02210 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1985
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Congress Asset Management's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Congress Asset Management's revenue is estimated to be in the range of $100M$250M

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