Company lists · Data refreshed September 2026
Top 20 Boutique investment banks based in Birmingham, United States
RevenueBase identified 31 boutique investment banks headquartered in Birmingham, United States as of September 2026 and tracks 500 professional contacts across them, including 203 with verified work emails. New York is the largest hub.
This list covers boutique investment banks headquartered in Birmingham, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 20 largest boutique investment banks based in Birmingham, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 53 contacts → | ||||
Indirect evidence “Schechter is a third-generation financial services firm based in Birmingham, MI.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 45 contacts → | ||||
Indirect evidence “Fenner, Melstrom & Dooling has built a solid reputation for delivering professional services timely and accurately.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 39 contacts → | ||||
Partial evidence “Angle Advisors is an independently owned investment bank.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 35 contacts → | ||||
Partial evidence “Greenwich Capital Group (GCG) is a middle-market focused investment bank.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 18 contacts → | ||||
Strong evidence “Arlington Capital Advisors, LLC is a boutique investment bank that specializes in providing M&A advisory services to middle market and emerging growth companies with enterprise…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 17 contacts → | ||||
Partial evidence “FINNEA is a premier financial services provider offering tailored solutions in Investment Banking, Financial Planning & Analysis (Performance Improvement), and Restructuring &…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 15 contacts → | ||||
Partial evidence “Porter White & Company is a specialized investment bank providing corporate finance, public finance, and investment advisory services for businesses, institutions, and families.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Partial evidence “Redmont is a private investment bank focused on relationships exclusively in the private markets.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Indirect evidence “Wealth Strategies was created to assist individuals in navigating the complex world of financial services.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Strong evidence “Founded in 1994, Amherst Partners is completely independent and one of the most reputable boutique investment banking firms in the Midwest.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Indirect evidence “HNS works exclusively with closely-held private companies to achieve outstanding capital-centric outcomes.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence “We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “At The McGriff Alliance our stated mission is "Designing Strategies for Financial Security." We have enormous enthusiasm for helping successful people enhance and preserve their…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “280 Partners is a healthcare investing and advisory firm dedicated to navigating strategic and transactional matters.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Bankers Edge Advisory specializes in debt and equity capital markets advisory solutions, offering financial sponsors and middle-market businesses expert guidance, tailored…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “LIFE - MONEY - BALANCE Linda Allison, CFP ® and Derrell Crimm, CFP ® are financial advisors located at AC Financial Partners, LLC, 1800 International Park Drive, Suite 10…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “Providing specialized M&A advisory services to small and medium-sized businesses (SMBs), serving a diverse client base that includes family offices, private equity firms, public…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “A lower middle market M&A advisory firm focused on partnering with family and founder owned manufacturing, service and distribution companies.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “FHL Capital delivers top quality investment banking services to lower middle-market companies.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: boutique investment banks. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names boutique investment banks.
- Partial evidence
- Its own public description names part of boutique investment banks, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name boutique investment banks. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 20 of 31 boutique investment banks based in Birmingham, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 203 reachable decision-makers.
Free signup · no credit card
Boutique investment banks based in Birmingham, United States at a glance
As of Sep 16, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Birmingham, so it is reported there. Company counts and contact totals on this page are exact for Birmingham, over 31 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among boutique investment banks, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Birmingham, United States whose own description of what they do matches “boutique investment banks”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names boutique investment banks), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among boutique investment banks, and records with no verified work email. Companies headquartered outside Birmingham are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 203 across the full list. 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 September 16, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Boutique investment banks by metro in the United States
- Boutique investment banks in New York986
- Boutique investment banks in Chicago237
- Boutique investment banks in Los Angeles200
- Boutique investment banks in Atlanta175
- Boutique investment banks in Dallas175
- Boutique investment banks in Miami167
- Boutique investment banks in Houston160
- Boutique investment banks in Boston122
- Boutique investment banks in San Francisco122
- Boutique investment banks in Denver97
- Boutique investment banks in Austin96
- Boutique investment banks in Charlotte88
- Boutique investment banks in San Diego75
- Boutique investment banks in Washington72
- Boutique investment banks in Tampa66
- Boutique investment banks in Scottsdale64
- Boutique investment banks in Minneapolis60
- Boutique investment banks in Newport Beach59
- Boutique investment banks in Boca Raton50
- Boutique investment banks in New York City49
- Boutique investment banks in Seattle43
- Boutique investment banks in Irvine42
- Boutique investment banks in Phoenix38
- Boutique investment banks in Philadelphia37
- Boutique investment banks in Las Vegas35
- Boutique investment banks in Nashville35
- Boutique investment banks in Raleigh33
- Boutique investment banks in Portland32
- Boutique investment banks in Birmingham31
- Boutique investment banks in Richmond31
- Boutique investment banks in Salt Lake City31
- Boutique investment banks in Santa Monica30
- Boutique investment banks in Cincinnati29
- Boutique investment banks in Fort Worth29
- Boutique investment banks in Fort Lauderdale28
- Boutique investment banks in Cleveland27
- Boutique investment banks in Stamford27
- Boutique investment banks in Beverly Hills26
- Boutique investment banks in Columbus26
- Boutique investment banks in Orlando26
- Boutique investment banks in Kansas City25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names boutique investment banks, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many boutique investment banks are there based in Birmingham, United States?
RevenueBase identified 31 boutique investment banks headquartered in Birmingham, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Schechter, headquartered in Birmingham, tops this list with the largest team on record.
Which city has the most boutique investment banks?
New York leads with 986 headquartered companies, followed by Chicago (237) and Los Angeles (200).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 203 verified decision-maker contacts tracked across these 31 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 31 boutique investment banks based in Birmingham, United States. Start with a free account, no credit card.
Download this list →Related lists
Boutique investment banks by geography
- Boutique investment banks based in Adelaide, Australia
- Boutique investment banks based in Brisbane, Australia
- Boutique investment banks based in Melbourne, Australia
- Boutique investment banks based in Perth, Australia
- Boutique investment banks based in Sydney, Australia
- Boutique investment banks based in Belo Horizonte, Brazil
- Boutique investment banks based in Curitiba, Brazil
- Boutique investment banks based in Porto Alegre, Brazil
- Boutique investment banks based in Rio De Janeiro, Brazil
- Boutique investment banks based in Sao Paulo, Brazil
- Boutique investment banks based in Calgary, Canada
- Boutique investment banks based in Montreal, Canada
Browse the directory
Browse: Companies home · Boutique investment banks in United States · All United States lists · All Boutique investment banks lists · New lists
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 Smart Search, 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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Boutique investment banks based in Adelaide, Australia
- Boutique investment banks based in Brisbane, Australia
- Boutique investment banks based in Melbourne, Australia
- Boutique investment banks based in Perth, Australia
- Boutique investment banks based in Sydney, Australia
- Boutique investment banks based in Belo Horizonte, Brazil