Company lists · Data refreshed September 2026

Top 22 Boutique investment banks based in Boca Raton, United States

Name: Boutique investment banks based in Boca Raton, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 50 companies tracked

RevenueBase identified 50 boutique investment banks headquartered in Boca Raton, United States as of September 2026 and tracks 565 professional contacts across them, including 151 with verified work emails. New York is the largest hub.

This list covers boutique investment banks headquartered in Boca Raton, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

50Companies

565Contacts tracked

151Verified emails

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The 22 largest boutique investment banks based in Boca Raton, United States

Ranked by team size

Top 22 of 50 boutique investment banks based in Boca Raton, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to boutique investment banks: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Newbridge Securities Corporation	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	201-500	173 contacts →
	Indirect evidence “Newbridge Securities Corporation, is a full service securities broker/dealer a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection…” Source: RevenueBase Database · checked Sep 16, 2026
2	Noble Capital Markets	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	54 contacts →
	Partial evidence “We are a research-driven investment bank focused on small cap emerging growth companies in the healthcare, technology, media, transportation & logistics and natural resources…” Source: RevenueBase Database · checked Sep 16, 2026
3	Dawson James Securities, INC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	51-200	53 contacts →
	Indirect evidence “Dawson James Securities specializes in capital raising for small and microcap public and private growth companies primarily in the Life Science/Health Care, Technology and…” Source: RevenueBase Database · checked Sep 16, 2026
4	Innovation Capital	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	1-10	20 contacts →
	Strong evidence “Innovation Capital is a leading boutique investment bank dedicated to representing mid-market clients in the gaming, leisure, restaurant, and retail industries.” Source: RevenueBase Database · checked Sep 16, 2026
5	Clearthink Capital	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “ClearThink Capital is a transactional and strategic advisory firm.” Source: RevenueBase Database · checked Sep 16, 2026
6	Business Exit Advisors	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	18 contacts →
	Indirect evidence “Business Exit Advisors is a full-service advisory firm that specializes in three key areas for businesses ranging from small mom & pop main street businesses to middle market…” Source: RevenueBase Database · checked Sep 16, 2026
7	Amerivest Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	15 contacts →
	Indirect evidence “Amerivest Advisors is a Merger & Acquisition firm offering exceptional transactional and financial expertise to lower middle market companies seeking a divestiture, merger…” Source: RevenueBase Database · checked Sep 16, 2026
8	Benchmark Financial Wealth Advisors	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	1-10	11 contacts →
	Partial evidence “Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services.” Source: RevenueBase Database · checked Sep 16, 2026
9	Integrated Management Solutions	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	11 contacts →
	Indirect evidence “Integrated Management Solutions (IMS) is a full service financial consulting firm providing regulatory, financial, operational, and strategic consulting services to securities…” Source: RevenueBase Database · checked Sep 16, 2026
10	Rosenzweig Financial Services	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	1-10	9 contacts →
	Indirect evidence “Since 1979, RFS continues to build a team of diverse and experienced advisors that are committed to exceeding client expectations, by delivering more than they promise.” Source: RevenueBase Database · checked Sep 16, 2026
11	Jacobs Family Advisors LLC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	9 contacts →
	Indirect evidence “Jacobs Family Advisors is at the forefront of financial innovation, committed to empowering small businesses and individuals with tailor-made financial solutions.” Source: RevenueBase Database · checked Sep 16, 2026
12	Enclave Capital LLC	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	8 contacts →
	Strong evidence “Enclave Capital provides the high-touch creativity and flexibility of a ‘boutique’ investment bank with the global reach and resources of a much larger firm.” Source: RevenueBase Database · checked Sep 16, 2026
13	Aurelius Legacy Partners	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	7 contacts →
	Indirect evidence “Aurelius Legacy Partners is a financial services company led by advisors who represent a wealth of industry experience and are driven by a shared commitment to connect and…” Source: RevenueBase Database · checked Sep 16, 2026
14	South Florida M&a Advisors	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	1-10	7 contacts →
	Indirect evidence “South Florida M&A Advisors, Inc.” Source: RevenueBase Database · checked Sep 16, 2026
15	Statetrust	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	51-200	5 contacts →
	Indirect evidence “StateTrust, es una firma privada, dedicada a la gestión de patrimonios y banca de inversión, que atiende a personas de alto patrimonio a través de una oferta de servicios de…” Source: RevenueBase Database · checked Sep 16, 2026
16	Hartsteinmichael LLP	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	5 contacts →
	Partial evidence “As a full-service firm specializing in Tax, Audit, Investment Banking, and Business Advisory/M&A, we partner with management teams of mid- to small-sized companies to help them…” Source: RevenueBase Database · checked Sep 16, 2026
17	Evolution Capital Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect evidence “Evolution Capital Group is a modern capital advisory platform serving entrepreneurs, investors, and lower middle-market businesses nationwide.” Source: RevenueBase Database · checked Sep 16, 2026
18	VR Business Brokers M&a, Boca Raton Palm Beaches, FL	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	4 contacts →
	Indirect evidence “VR Business Brokers is a business transaction and acquisition firm with an international network of offices in the U.S, Canada and South America - selling more businesses in the…” Source: RevenueBase Database · checked Sep 16, 2026
19	Meredith Mergers, LLC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	2 contacts →
	Indirect evidence “Meredith Mergers was founded in 1993 by former Bear Stearns Executive, Jack Meredith.” Source: RevenueBase Database · checked Sep 16, 2026
20	Corvin Capital	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	2 contacts →
	Partial evidence “Corvin Capital, LLC is a strategic investment and advisory firm focused on real estate, capital markets, and private equity.” Source: RevenueBase Database · checked Sep 16, 2026
21	The Jarbly Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	2 contacts →
	Indirect evidence “The Jarbly Group specializes in Florida real estate and strategic business brokerage, helping entrepreneurs, business owners, investors, and individuals buy, sell, and grow…” Source: RevenueBase Database · checked Sep 16, 2026
22	Q7capital	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 16, 2026	11-50	1 contacts →
	Partial evidence “Q7Capital is an investment, advisory, and fund placement firm, with a focus on alternative investments.” Source: RevenueBase Database · checked Sep 16, 2026

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 22 of 50 boutique investment banks based in Boca Raton, United States

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Boutique investment banks based in Boca Raton, United States at a glance

As of Sep 16, 2026

26.7%Verified-email coverage

11.3Average contacts per company

11-50Median size (employees)

1972.0%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Boca Raton, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 50 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 Boca Raton, 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 Boca Raton 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, 151 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

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 Boca Raton, United States?

RevenueBase identified 50 boutique investment banks headquartered in Boca Raton, 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?

Newbridge Securities Corporation, headquartered in Boca Raton, 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 151 verified decision-maker contacts tracked across these 50 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.

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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.