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 company matches for boutique investment banks associated with Boca Raton, United States as of September 2026 and tracks 565 professional contacts across them, including 151 with verified work emails. Across the United States, New York is the largest hub for this category (1,035 companies); Boca Raton has 50.

This list covers company matches for boutique investment banks associated with Boca Raton, 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 September 16, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built

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 company matches for boutique investment banks based in Boca Raton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Newbridge Securities Corporation	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	201-500	173 contacts →
	Exact match “Newbridge Securities Corporation, is a full service securities broker/dealer a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Noble Capital Markets	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	11-50	54 contacts →
	Exact match “We are a research-driven investment bank focused on small cap emerging growth companies in the healthcare, technology, media, transportation & logistics and natural resources…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Dawson James Securities, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	51-200	53 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Innovation Capital	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	1-10	20 contacts →
	Exact match “Innovation Capital is a leading boutique investment bank dedicated to representing mid-market clients in the gaming, leisure, restaurant, and retail industries.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Clearthink Capital	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	11-50	19 contacts →
	Exact match “ClearThink Capital is a transactional and strategic advisory firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Business Exit Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	11-50	18 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Amerivest Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	11-50	15 contacts →
	Exact match “Amerivest Advisors is a Merger & Acquisition firm offering exceptional transactional and financial expertise to lower middle market companies seeking a divestiture, merger…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Benchmark Financial Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	1-10	11 contacts →
	Exact match “Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Integrated Management Solutions	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	11-50	11 contacts →
	Exact match “Integrated Management Solutions (IMS) is a full service financial consulting firm providing regulatory, financial, operational, and strategic consulting services to securities…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Rosenzweig Financial Services	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Jacobs Family Advisors LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “Jacobs Family Advisors is at the forefront of financial innovation, committed to empowering small businesses and individuals with tailor-made financial solutions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Enclave Capital LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	11-50	8 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Aurelius Legacy Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	11-50	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	South Florida M&a Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “South Florida M&A Advisors, Inc.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Statetrust	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	51-200	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Hartsteinmichael LLP	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	11-50	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Evolution Capital Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Evolution Capital Group is a modern capital advisory platform serving entrepreneurs, investors, and lower middle-market businesses nationwide.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	VR Business Brokers M&a, Boca Raton Palm Beaches, FL	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	11-50	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Meredith Mergers, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	11-50	2 contacts →
	Exact match “Meredith Mergers was founded in 1993 by former Bear Stearns Executive, Jack Meredith.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Corvin Capital	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	11-50	2 contacts →
	Exact match “Corvin Capital, LLC is a strategic investment and advisory firm focused on real estate, capital markets, and private equity.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	The Jarbly Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	11-50	2 contacts →
	Exact match “The Jarbly Group specializes in Florida real estate and strategic business brokerage, helping entrepreneurs, business owners, investors, and individuals buy, sell, and grow…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Q7capital	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 16, 2026	11-50	1 contacts →
	Exact match “Q7Capital is an investment, advisory, and fund placement firm, with a focus on alternative investments.” Recorded in the RevenueBase company graph · Sep 16, 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 “boutique investment banks”. 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 22 of 50 boutique investment banks based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and access 151 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

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 Boca Raton, United States whose business descriptions match “boutique investment banks” 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 151 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 September 16, 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.

Boutique investment banks by metro in the United States

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 “boutique investment banks”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many boutique investment banks are there based in Boca Raton, United States?

RevenueBase identified 50 company matches for boutique investment banks associated with Boca Raton, United States as of September 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?

Newbridge Securities Corporation 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 boutique investment banks?

New York leads the United States with 1,035 company records, followed by Chicago (237) and Los Angeles (200). Boca Raton has 50.

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 151 professional contacts with verified work emails tracked across these 50 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 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 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.