Insights

Innovative ETF Offerings Congress Asset Management has recently expanded its product portfolio by launching three active equity growth ETFs, including the Congress SMid Growth ETF, the Congress Large Cap Growth ETF, and CAML, an ETF following large-cap growth strategies. This demonstrates their focus on innovative, actively managed investment products appealing to clients seeking growth strategies.

Focus on Growth Strategies The company's recent ETF launches suggest a strategic emphasis on growth investment strategies, which could attract institutional investors and financial intermediaries interested in diversified equity exposure within active management frameworks.

Recognition and Credibility Winning the Manager of the Year award and excelling in the small- and mid-cap categories enhances the firm's reputation, making it a compelling partner for clients seeking trusted, award-winning asset managers with proven track records in equity management.

Target Client Segments With a focus on institutional, intermediary, and individual investors managing assets between $100M and $250M, the firm offers tailored growth investment solutions that appeal to mid-sized portfolios looking for active management with a focus on capital preservation.

Market Position & Growth Potential Operating in a competitive landscape alongside industry giants like Fidelity and BlackRock, Congress Asset Management’s niche focus on growth ETFs and proven management excellence positions it as a promising partner for clients seeking specialized and innovative asset management solutions.

Congress Asset Management Tech Stack

Congress Asset Management uses 8 technology products and services including Google Fonts API, Font Awesome, Choices, and more. Explore Congress Asset Management's tech stack below.

  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • Choices
    Javascript Libraries
  • WP Engine
    Platform As A Service
  • Yoast SEO
    Search Engines
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers
  • Twitter
    Widgets

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
49%
Last@congressasset.comDoe@congressasset.com
1%
FLast@congressasset.comJDoe@congressasset.com
49%
Last@congressasset.comDoe@congressasset.com
1%

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 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 SIC code NAICS code?

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Congress Asset Management's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Congress Asset Management have currently?

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As of February 2026, Congress Asset Management has approximately 88 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 Google Fonts APIFont AwesomeChoicesWP EngineYoast SEOApache HTTP ServerApacheTwitter.

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 United States
Phone number
SIC Code
6282 - Investment Advice
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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