Company lists · Data refreshed October 2026
Top 25 Banking advisory firms based in San Francisco, United States
RevenueBase identified 92 company matches for banking advisory firms associated with San Francisco, United States as of October 2026 and tracks 3,880 professional contacts across them, including 744 with verified work emails. Across the United States, New York is the largest hub for this category (684 companies); San Francisco has 92.
This list covers company matches for banking advisory firms associated with San Francisco, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 8, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest banking advisory firms based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,704 contacts → | ||||
Exact match “First Republic is now part of JPMorgan Chase.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 2 | 454 contacts → | ||||
Exact match “GCA Advisors, LLC is the US business of GCA, a global investment bank that provides strategic M&A, capital markets and private funds advisory services to growth companies and…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 3 | 395 contacts → | ||||
Exact match “To learn more about our investment banking advisory services visit To learn about GLC Investment Advisors, the investment arm of GLC, visit” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 4 | 335 contacts → | ||||
Exact match “Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 5 | 274 contacts → | ||||
Exact match “M Squared Consulting has now fully integrated into our parent company, SolomonEdwards, uniting us as one national professional services firm and brand.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 6 | 116 contacts → | ||||
Exact match “Qatalyst Partners is a global, independent investment bank that provides high impact strategic and financial advice to senior management and boards of established and emerging…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 7 | 97 contacts → | ||||
Exact match “North Point is a leading independent investment bank focused on providing financial advice on mergers and acquisitions and raising institutional capital to meet the growth…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 8 | 61 contacts → | ||||
Exact match “ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 9 | 52 contacts → | ||||
Exact match “Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 10 | 43 contacts → | ||||
Exact match “StrategyBRIX is a boutique Risk and Compliance management consulting business for fintechs, crypto businesses, and digital banks.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 11 | 38 contacts → | ||||
Exact match “Peak Technology Partners is an independent investment bank that provides strategic and financial advice to high-growth technology companies.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 12 | 22 contacts → | ||||
Exact match “GrowthPoint Technology Partners is a global investment bank specializing in mergers & acquisitions and capital advisory for mid-market technology companies.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 13 | 22 contacts → | ||||
Exact match “Founded in 2011 and rebranded as Nfluence Partners in 2018, Nfluence Partners is a boutique Investment Bank focused on advising companies at the intersection of technology and the…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 14 | 15 contacts → | ||||
Exact match “Our team of strategic advisors provides the real-world expertise companies need to thrive in a competitive and rapidly evolving marketplace.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 15 | 13 contacts → | ||||
Exact match “Builder Advisor Group provides mergers & acquisitions, capital raising, and debt restructuring services to the residential real estate industry.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 16 | 13 contacts → | ||||
Exact match “Telegraph Hill Advisors is a boutique investment bank based in San Francisco providing M&A, capital raising, and financial advisory services to emerging and growth technology…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Palmares Advisors is a boutique technology investment banking firm comprised of former senior operating executives who bring operating experience and insight along with a buyer’s…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “The world’s gone digital.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Avid Capital Advisors is a leading, worldwide investment bank that provides top-tier strategic and financial guidance to senior management and boards of established and growing…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Sierra Pacific Partners is a boutique investment bank offering mergers and acquisitions and other advisory services.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Intelligent Capital, Inc.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Catapult Advisors is an investment bank and M&A advisory firm serving the software and internet sectors.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “CRC provides high-quality, independent business advisory and consulting services including CFO Support and Accounting Services, Risk Advisory Services (Internal Audit, Corporate…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “mPay Advisory helps clients leverage emergent technology strategically to solve business problems and address opportunities so that they can better meet customer needs, improve…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “We serve as your on-demand financial partner, offering financial and operations expertise across a broad spectrum of disciplines, ranging from advisory services to financial…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “banking advisory firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 92 banking advisory firms based in San Francisco, United States
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Banking advisory firms based in San Francisco, United States at a glance
As of Oct 8, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 92 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with San Francisco, United States whose business descriptions match “banking advisory firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 744 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on October 8, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Banking advisory firms by metro in the United States
- Banking advisory firms in New York684
- Banking advisory firms in Chicago142
- Banking advisory firms in Miami138
- Banking advisory firms in Los Angeles120
- Banking advisory firms in Dallas119
- Banking advisory firms in Houston108
- Banking advisory firms in Atlanta103
- Banking advisory firms in Boston91
- Banking advisory firms in Charlotte79
- Banking advisory firms in Washington72
- Banking advisory firms in Austin60
- Banking advisory firms in Denver59
- Banking advisory firms in Tampa44
- Banking advisory firms in Irvine41
- Banking advisory firms in San Diego40
- Banking advisory firms in Minneapolis37
- Banking advisory firms in Newport Beach32
- Banking advisory firms in Phoenix31
- Banking advisory firms in Raleigh30
- Banking advisory firms in Seattle28
- Banking advisory firms in Philadelphia27
- Banking advisory firms in St. Louis27
- Banking advisory firms in Nashville26
- Banking advisory firms in Scottsdale25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “banking advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many banking advisory firms are there based in San Francisco, United States?
RevenueBase identified 92 company matches for banking advisory firms associated with San Francisco, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
First Republic tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most banking advisory firms?
New York leads the United States with 684 company records, followed by Chicago (142) and Miami (138). San Francisco has 92.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 744 professional contacts with verified work emails tracked across these 92 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 8, 2026.
Ready to reach these companies? Verified emails and direct dials for all 92 banking advisory firms based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
Banking advisory firms by geography
- Banking advisory firms based in Buenos Aires, Argentina
- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia
- Banking advisory firms based in Vienna, Austria
- Banking advisory firms based in Dhaka, Bangladesh
- Banking advisory firms based in Brussels, Belgium
- Banking advisory firms based in Barueri, Brazil
- Banking advisory firms based in Belo Horizonte, Brazil
- Banking advisory firms based in Curitiba, Brazil
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
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- New lists
- Banking advisory firms based in Buenos Aires, Argentina
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Company intelligence · public preview
Top 25 banking advisory firms based in San Francisco, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 92 matching company records for banking advisory firms based in San Francisco, United States, with 3,880 tracked contacts and 744 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 8, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 banking advisory firms based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  First Republicfirstrepublic.comHQ: San Francisco, CA, United StatesReported employees: 5,001-10,000 | San Francisco, CA, United States | 5,001-10,000 | Exact match | 1,704 contacts → |
“First Republic is now part of JPMorgan Chase.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  GCAgcaglobal.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 454 contacts → |
“GCA Advisors, LLC is the US business of GCA, a global investment bank that provides strategic M&A, capital markets and private funds advisory services to growth companies and…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  GLCglcllc.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 395 contacts → |
“To learn more about our investment banking advisory services visit To learn about GLC Investment Advisors, the investment arm of GLC, visit” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Financial Technology Partners FT Partnersftpartners.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 335 contacts → |
“Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  M Squared Consultingsolomonedwards.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 274 contacts → |
“M Squared Consulting has now fully integrated into our parent company, SolomonEdwards, uniting us as one national professional services firm and brand.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Qatalyst Partnersqatalyst.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 116 contacts → |
“Qatalyst Partners is a global, independent investment bank that provides high impact strategic and financial advice to senior management and boards of established and emerging…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  North Point Mergers And Acquisitionsnptma.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 97 contacts → |
“North Point is a leading independent investment bank focused on providing financial advice on mergers and acquisitions and raising institutional capital to meet the growth…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Comcapcomcapllc.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 61 contacts → |
“ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Atlas Technology Group LLCatlastechgroup.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 52 contacts → |
“Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Strategybrixstrategybrix.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 43 contacts → |
“StrategyBRIX is a boutique Risk and Compliance management consulting business for fintechs, crypto businesses, and digital banks.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Peak Technology Partnerspeak-tech.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 38 contacts → |
“Peak Technology Partners is an independent investment bank that provides strategic and financial advice to high-growth technology companies.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Growthpoint Technology Partnersgrowthpoint.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 22 contacts → |
“GrowthPoint Technology Partners is a global investment bank specializing in mergers & acquisitions and capital advisory for mid-market technology companies.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Nfluence Partnersnfluencepartners.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 22 contacts → |
“Founded in 2011 and rebranded as Nfluence Partners in 2018, Nfluence Partners is a boutique Investment Bank focused on advising companies at the intersection of technology and the…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Enliven Advisoryenlivenadvisory.comHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 15 contacts → |
“Our team of strategic advisors provides the real-world expertise companies need to thrive in a competitive and rapidly evolving marketplace.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Builder Advisor Groupbuilderadvisorgroup.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Builder Advisor Group provides mergers & acquisitions, capital raising, and debt restructuring services to the residential real estate industry.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Telegraph Hill Advisors, LLCtelehilladvisors.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Telegraph Hill Advisors is a boutique investment bank based in San Francisco providing M&A, capital raising, and financial advisory services to emerging and growth technology…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Palmares Advisorspalmaresadvisors.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“Palmares Advisors is a boutique technology investment banking firm comprised of former senior operating executives who bring operating experience and insight along with a buyer’s…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Extractableextractable.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“The world’s gone digital.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Avid Capital Advisorsavidcapitaladvisors.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Avid Capital Advisors is a leading, worldwide investment bank that provides top-tier strategic and financial guidance to senior management and boards of established and growing…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Sierra Pacific Partnerssierrapacificpartners.comHQ: San Francisco, NV, United StatesReported employees: 1-10 | San Francisco, NV, United States | 1-10 | Exact match | 6 contacts → |
“Sierra Pacific Partners is a boutique investment bank offering mergers and acquisitions and other advisory services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Intelligent Capitalintelligentcapital.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“Intelligent Capital, Inc.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Catapult Advisorscatapultadvisors.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Catapult Advisors is an investment bank and M&A advisory firm serving the software and internet sectors.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  CRC Resultscrcresults.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 5 contacts → |
“CRC provides high-quality, independent business advisory and consulting services including CFO Support and Accounting Services, Risk Advisory Services (Internal Audit, Corporate…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Mpay Advisorympayadvisory.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“mPay Advisory helps clients leverage emergent technology strategically to solve business problems and address opportunities so that they can better meet customer needs, improve…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Kb&a Accountingkbaaccounting.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“We serve as your on-demand financial partner, offering financial and operations expertise across a broad spectrum of disciplines, ranging from advisory services to financial…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 92 company matches
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Banking advisory firms: dataset insights
October 8, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
92 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 92 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 8, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Banking advisory firms by metro in the United States
- Banking advisory firms in New York684
- Banking advisory firms in Chicago142
- Banking advisory firms in Miami138
- Banking advisory firms in Los Angeles120
- Banking advisory firms in Dallas119
- Banking advisory firms in Houston108
- Banking advisory firms in Atlanta103
- Banking advisory firms in Boston91
- Banking advisory firms in Charlotte79
- Banking advisory firms in Washington72
- Banking advisory firms in Austin60
- Banking advisory firms in Denver59
- Banking advisory firms in Tampa44
- Banking advisory firms in Irvine41
- Banking advisory firms in San Diego40
- Banking advisory firms in Minneapolis37
- Banking advisory firms in Newport Beach32
- Banking advisory firms in Phoenix31
- Banking advisory firms in Raleigh30
- Banking advisory firms in Seattle28
- Banking advisory firms in Philadelphia27
- Banking advisory firms in St. Louis27
- Banking advisory firms in Nashville26
- Banking advisory firms in Scottsdale25
Questions about this company list
What does Exact match mean for banking advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many banking advisory firms did RevenueBase find based in San Francisco, United States?
The saved snapshot records 92 matching company records, 3,880 tracked contacts and 744 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 8, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Banking advisory firms by geography
- Banking advisory firms based in Buenos Aires, Argentina
- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia
- Banking advisory firms based in Vienna, Austria
- Banking advisory firms based in Dhaka, Bangladesh
- Banking advisory firms based in Brussels, Belgium
- Banking advisory firms based in Barueri, Brazil
- Banking advisory firms based in Belo Horizonte, Brazil
- Banking advisory firms based in Curitiba, Brazil
Cite this list
RevenueBase Data Team. Top 25 banking advisory firms based in San Francisco, United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/banking-advisory-firms/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Banking advisory firms based in Buenos Aires, Argentina
- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia
Company intelligence · public preview
Top 25 banking advisory firms based in San Francisco, United States
RevenueBase records 92 matching company records for banking advisory firms based in San Francisco, United States, with 3,880 tracked contacts and 744 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 8, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 banking advisory firms based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | First Republicfirstrepublic.com HQ: San Francisco, CA, United StatesReported employees: 5,001-10,000 | San Francisco, CA, United States | 5,001-10,000 | Exact match | 1,704 contacts → |
“First Republic is now part of JPMorgan Chase.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | GCAgcaglobal.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 454 contacts → |
“GCA Advisors, LLC is the US business of GCA, a global investment bank that provides strategic M&A, capital markets and private funds advisory services to growth companies and…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | GLCglcllc.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 395 contacts → |
“To learn more about our investment banking advisory services visit To learn about GLC Investment Advisors, the investment arm of GLC, visit” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Financial Technology Partners FT Partnersftpartners.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 335 contacts → |
“Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | M Squared Consultingsolomonedwards.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 274 contacts → |
“M Squared Consulting has now fully integrated into our parent company, SolomonEdwards, uniting us as one national professional services firm and brand.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Qatalyst Partnersqatalyst.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 116 contacts → |
“Qatalyst Partners is a global, independent investment bank that provides high impact strategic and financial advice to senior management and boards of established and emerging…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | North Point Mergers And Acquisitionsnptma.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 97 contacts → |
“North Point is a leading independent investment bank focused on providing financial advice on mergers and acquisitions and raising institutional capital to meet the growth…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Comcapcomcapllc.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 61 contacts → |
“ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Atlas Technology Group LLCatlastechgroup.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 52 contacts → |
“Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Strategybrixstrategybrix.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 43 contacts → |
“StrategyBRIX is a boutique Risk and Compliance management consulting business for fintechs, crypto businesses, and digital banks.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Peak Technology Partnerspeak-tech.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 38 contacts → |
“Peak Technology Partners is an independent investment bank that provides strategic and financial advice to high-growth technology companies.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Growthpoint Technology Partnersgrowthpoint.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 22 contacts → |
“GrowthPoint Technology Partners is a global investment bank specializing in mergers & acquisitions and capital advisory for mid-market technology companies.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Nfluence Partnersnfluencepartners.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 22 contacts → |
“Founded in 2011 and rebranded as Nfluence Partners in 2018, Nfluence Partners is a boutique Investment Bank focused on advising companies at the intersection of technology and the…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Enliven Advisoryenlivenadvisory.com HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 15 contacts → |
“Our team of strategic advisors provides the real-world expertise companies need to thrive in a competitive and rapidly evolving marketplace.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Builder Advisor Groupbuilderadvisorgroup.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Builder Advisor Group provides mergers & acquisitions, capital raising, and debt restructuring services to the residential real estate industry.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Telegraph Hill Advisors, LLCtelehilladvisors.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Telegraph Hill Advisors is a boutique investment bank based in San Francisco providing M&A, capital raising, and financial advisory services to emerging and growth technology…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Palmares Advisorspalmaresadvisors.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“Palmares Advisors is a boutique technology investment banking firm comprised of former senior operating executives who bring operating experience and insight along with a buyer’s…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Extractableextractable.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“The world’s gone digital.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Avid Capital Advisorsavidcapitaladvisors.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Avid Capital Advisors is a leading, worldwide investment bank that provides top-tier strategic and financial guidance to senior management and boards of established and growing…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Sierra Pacific Partnerssierrapacificpartners.com HQ: San Francisco, NV, United StatesReported employees: 1-10 | San Francisco, NV, United States | 1-10 | Exact match | 6 contacts → |
“Sierra Pacific Partners is a boutique investment bank offering mergers and acquisitions and other advisory services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Intelligent Capitalintelligentcapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“Intelligent Capital, Inc.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Catapult Advisorscatapultadvisors.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Catapult Advisors is an investment bank and M&A advisory firm serving the software and internet sectors.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | CRC Resultscrcresults.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 5 contacts → |
“CRC provides high-quality, independent business advisory and consulting services including CFO Support and Accounting Services, Risk Advisory Services (Internal Audit, Corporate…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Mpay Advisorympayadvisory.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“mPay Advisory helps clients leverage emergent technology strategically to solve business problems and address opportunities so that they can better meet customer needs, improve…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Kb&a Accountingkbaaccounting.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“We serve as your on-demand financial partner, offering financial and operations expertise across a broad spectrum of disciplines, ranging from advisory services to financial…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 92 company matches
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Banking advisory firms: dataset insights
October 8, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
92 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 92 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 8, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Banking advisory firms by metro in the United States
- Banking advisory firms in New York684
- Banking advisory firms in Chicago142
- Banking advisory firms in Miami138
- Banking advisory firms in Los Angeles120
- Banking advisory firms in Dallas119
- Banking advisory firms in Houston108
- Banking advisory firms in Atlanta103
- Banking advisory firms in Boston91
- Banking advisory firms in Charlotte79
- Banking advisory firms in Washington72
- Banking advisory firms in Austin60
- Banking advisory firms in Denver59
- Banking advisory firms in Tampa44
- Banking advisory firms in Irvine41
- Banking advisory firms in San Diego40
- Banking advisory firms in Minneapolis37
- Banking advisory firms in Newport Beach32
- Banking advisory firms in Phoenix31
- Banking advisory firms in Raleigh30
- Banking advisory firms in Seattle28
- Banking advisory firms in Philadelphia27
- Banking advisory firms in St. Louis27
- Banking advisory firms in Nashville26
- Banking advisory firms in Scottsdale25
Questions about this company list
What does Exact match mean for banking advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many banking advisory firms did RevenueBase find based in San Francisco, United States?
The saved snapshot records 92 matching company records, 3,880 tracked contacts and 744 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 8, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 banking advisory firms based in San Francisco, United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/banking-advisory-firms/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Banking advisory firms based in Buenos Aires, Argentina
- Banking advisory firms based in Adelaide, Australia
- Banking advisory firms based in Brisbane, Australia
- Banking advisory firms based in Melbourne, Australia
- Banking advisory firms based in Perth, Australia
- Banking advisory firms based in Sydney, Australia