Insights

Succession Readiness IR+M has a clear leadership succession plan with Erinn King set to become President in 2026, indicating a stable long-term governance structure that can support expanded client onboarding, new product offerings, and continuity for institutional clients.

ETF Expansion Recent ETF launches in partnership with BondBloxx, including Tax-Aware Short Duration ETF (TAXX), signal a strategic move into listed fixed income solutions and tax-efficient products that can be cross-sold to existing clients seeking enhanced yield and accessibility.

Wealth Management Growth Addition of senior wealth management leadership and the capability to serve high-net-worth clients suggests an opportunity to upsell integrated wealth strategies, family office services, and bespoke fixed income allocations.

Technology Enablement A tech stack highlighting Azure DevOps, NoSQL, SharePoint, and related tools points to potential for scalable risk analytics, reporting automation, and client portal enhancements to improve service delivery and retention.

Strategic Hiring Recent hires including Co-CIO and Head of Wealth Management reflect a focus on balance sheet stewardship and client-centric growth, presenting an opening for institutional partnerships, co-managed mandates, and expanded advisory capabilities.

Income Research + Management Tech Stack

Income Research + Management uses 8 technology products and services including gstatic.com, Jenkins, NoSQL, and more. Explore Income Research + Management's tech stack below.

  • gstatic.com
    Content Delivery Network
  • Jenkins
    Continuous Integration
  • NoSQL
    Database
  • Twemoji
    Font Scripts
  • DocuSign
    Miscellaneous
  • Microsoft Windows
    Operating Systems
  • SiteGround
    Platform As A Service
  • PowerShell
    Security

Income Research + Management's Email Address Formats

Income Research + Management uses at least 1 format(s):
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?

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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?

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

How much revenue does Income Research + Management generate?

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

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

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

How many employees does Income Research + Management have currently?

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As of August 2026, Income Research + Management has approximately 242 employees across 2 continents, including North AmericaAsia. Key team members include Vice President - Senior Business Analyst: G. C.Founder: W. K.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?

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Income Research + Management operates in the Investment Management industry.

What technology does Income Research + Management use?

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Income Research + Management's tech stack includes gstatic.comJenkinsNoSQLTwemojiDocuSignMicrosoft WindowsSiteGroundPowerShell.

What is Income Research + Management's email format?

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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?

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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

Section iconFunding & Financials

  • $250M - $500M

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

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