Insights

Succession Momentum IR+M is undergoing a leadership transition with Erinn King promoted to President in 2026, signaling continuity and potential for strategic deals with firms seeking stability, advisory relationships, or partnerships during executive changes.

Fixed Income Focus The firm specializes in fixed income and emphasizes active risk management and security selection, presenting opportunities for clients seeking enhanced yield, risk controls, and ETF/managed solution partnerships in the fixed income space.

ETF Partnerships Recent launches and partnerships around fixed income ETFs, including TAXX, indicate a growth vector in exchange-traded products; there is potential to cross-sell index solutions, sub-advisory roles, or distribution arrangements for related ETFs.

Tech Enabled A modern tech stack (Tableau, GitHub, Docker, Jenkins, Azure DevOps, Google Cloud) suggests readiness for scalable data analytics, client reporting enhancements, or cloud-enabled risk platforms that can be offered as managed services to clients.

Growth & Talent Active hiring in leadership roles (Head of Wealth Management, Co-CIO, CSO) and revenue scale (substantial multi-hundred million revenue) imply opportunities to provide wealth tech, portfolio management tools, outsourced CIO services, or enterpriseCRM/fintech integrations for large institutional clients.

Similar companies to Income Research + Management

Income Research + Management Tech Stack

Income Research + Management uses 8 technology products and services including Tableau, GitHub, Docker, and more. Explore Income Research + Management's tech stack below.

Income Research + Management's Email Address Formats

Income Research + Management uses at least 4 email formats:
Income Research + Management Email FormatsExamplePercentage
FLast@incomeresearch.comJDoe@incomeresearch.com
86%
First@incomeresearch.comJohn@incomeresearch.com
7%
Last@incomeresearch.comDoe@incomeresearch.com
6%
FirstLast@incomeresearch.comJohnDoe@incomeresearch.com
1%

Frequently Asked Questions

What is Income Research + Management's phone number?

Minus sign iconPlus sign icon
You can contact Income Research + 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 Income Research + Management's official website and social media links?

Minus sign iconPlus sign icon
Income Research + Management's official website is incomeresearch.com and has social profiles on LinkedIn.

How much revenue does Income Research + Management generate?

Minus sign iconPlus sign icon
As of August 2026, Income Research + Management's annual revenue is estimated to be $250M - $500M.

What is Income Research + Management's SIC code and NAICS code?

Minus sign iconPlus sign icon
Income Research + Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Income Research + Management have currently?

Minus sign iconPlus sign icon
As of August 2026, Income Research + Management has approximately 242 employees across 2 continents, including North America and Asia. Key team members include Vice President - Senior Business Analyst: G. C., Founder: W. K. and Senior Vice President, Head Of Project Management: D. K. Explore Income Research + Management's employee directory with LeadIQ.

What industry does Income Research + Management belong to?

Minus sign iconPlus sign icon
Income Research + Management operates in the Investment Management industry.

What technology does Income Research + Management use?

Minus sign iconPlus sign icon
Income Research + Management's tech stack includes Tableau, GitHub, Docker, Jenkins, Azure DevOps, Shopify, SolarWinds and Google Cloud.

What is Income Research + Management's email format?

Minus sign iconPlus sign icon
Income Research + Management's email format typically follows the pattern of FLast@incomeresearch.com. Find more Income Research + Management email formats with LeadIQ.

When was Income Research + Management founded?

Minus sign iconPlus sign icon
Income Research + Management was founded in 1987.
Income Research + Management logo

Income Research + Management

Investment ManagementMassachusetts, United States201-500 Employees

IR+M is a privately owned, independent fixed income investment management firm serving institutional and private clients. Its approach centers on careful security selection and active risk management to pursue durable, long-term results. By combining the scale and technology typically associated with larger firms with the culture and nimbleness of a boutique, the firm aims to deliver strong client service and a rewarding environment for employees.

Based in Boston, Massachusetts, the firm operates in the investment management industry and provides fixed income solutions to its client base. In 2024, IR+M partnered with BondBloxx to launch the BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX), illustrating its expansion into ETF offerings.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1987
Employees
201-500

Section iconFunding & Financials

  • $250M - $500M

    Income Research + Management's revenue is estimated to be in the range of $250M - $500M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.