About MFS Investment Management
MFS Investment Management is a company based in Boston (United States) founded in 1924 was acquired by Sun Life Financial in June 1982.. MFS Investment Management has raised $141 million across 1 funding round from investors including Sun Life Financial. MFS Investment Management has completed 1 acquisition, including SSL Venture Capital. MFS Investment Management offers products and services including Mutual Funds, IRAs, 529 Savings Plans, and ETFs. MFS Investment Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.
- Headquarter Boston, United States
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
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Annual Revenue
$19.67 M42.49as on Nov 30, 2025
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Net Profit
$17.56 M-41.36as on Nov 30, 2025
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EBITDA
$22.72 M-36.95as on Nov 30, 2025
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Total Equity Funding
$141 M (USD)
in 1 rounds
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Latest Funding Round
$141 M (USD), Private Equity Round
Sep 29, 2011
- Investors
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Employee Count
Employee Count
- Investments & Acquisitions
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Acquired by
Sun Life Financial
(Jun 01, 1982)
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Products & Services of MFS Investment Management
MFS Investment Management offers a comprehensive portfolio of products and services, including Mutual Funds, IRAs, 529 Savings Plans, and ETFs. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Funds for diversified portfolio management and long-term growth
Accounts for individual retirement savings and tax benefits
Plans for college savings with tax advantages
Funds tracking market indices for active investing
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Software Development Team
72 people
Leadership Team
46 people
Legal and Compliance
28 people
Finance and Accounting
26 people
Retail Team
15 people
Human Resources and Administration
9 people
Operations Team
8 people
Investment Team
7 people
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Funding Insights of MFS Investment Management
MFS Investment Management has successfully raised a total of $141M through 1 strategic funding round. The most recent funding activity was a Private Equity Round round of $141 million completed in September 2011. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Private Equity Round — $141.0M
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First Round
First Round
(29 Sep 2011)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Sep, 2011 | Amount | Private Equity Round - MFS Investment Management | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in MFS Investment Management
MFS Investment Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Sun Life Financial. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Insurance and asset management services are offered to diverse clients.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by MFS Investment Management
MFS Investment Management has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include SSL Venture Capital. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Investments are directed by SSL Venture Capital across multiple sectors.
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2011 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - MFS Investment Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Mfs Investment Management Comparisons
Competitors of MFS Investment Management
MFS Investment Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Mfs Investment Management
Frequently Asked Questions about MFS Investment Management
When was MFS Investment Management founded?
MFS Investment Management was founded in 1924 and raised its 1st funding round 87 years after it was founded.
Where is MFS Investment Management located?
MFS Investment Management is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Who is the current CEO of MFS Investment Management?
Michael Roberge is the current CEO of MFS Investment Management.
Is MFS Investment Management a funded company?
MFS Investment Management is a funded company, having raised a total of $141M across 1 funding round to date. The company's 1st funding round was a Private Equity Round of $141M, raised on Sep 29, 2011.
What is the annual revenue of MFS Investment Management?
Annual revenue of MFS Investment Management is $19.67M as on Nov 30, 2025.
What does MFS Investment Management do?
MFS Investment Management was established in 1924 in Boston, United States, as a firm focused on the financial sector. Operations encompass asset management across equities, fixed income, and alternative investments. Services are extended to institutional investors, financial advisors, and retail clients through mutual funds and separately managed accounts. The company maintains a global presence while headquartered in Boston, with key leadership including CEO Michael Roberge and Director Kevin Kelly.
Who are the top competitors of MFS Investment Management?
MFS Investment Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does MFS Investment Management offer?
MFS Investment Management offers Mutual Funds, IRAs, 529 Savings Plans, and ETFs.
How many acquisitions has MFS Investment Management made?
MFS Investment Management has made 1 acquisition, including SSL Venture Capital.
Who are MFS Investment Management's investors?
MFS Investment Management has 1 investor. Key investors include Sun Life Financial.