Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in Boston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 122 companies tracked

RevenueBase identified 122 boutique investment banks headquartered in Boston, United States as of September 2026 and tracks 2,884 professional contacts across them, including 1,611 with verified work emails. New York is the largest hub.

This list covers boutique investment banks headquartered in Boston, 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

122Companies

2,884Contacts tracked

1,611Verified emails

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The 25 largest boutique investment banks based in Boston, United States

Ranked by team size

Top 25 of 122 boutique investment banks based in Boston, 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	Baystate Financial	Indirect evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	501-1,000	506 contacts →
	Indirect evidence “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Source: RevenueBase Database · checked Sep 16, 2026
2	Leerink Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	201-500	421 contacts →
	Partial evidence “Leerink Partners is a highly specialized healthcare investment bank with a legacy of excellence in the financial industry.” Source: RevenueBase Database · checked Sep 16, 2026
3	Capstone Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	51-200	276 contacts →
	Partial evidence “For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory…” Source: RevenueBase Database · checked Sep 16, 2026
4	Williamsmarston	Indirect evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	201-500	259 contacts →
	Indirect evidence “WilliamsMarston is a national leader in complex accounting, tax, technology, transaction and valuation advisory services.” Source: RevenueBase Database · checked Sep 16, 2026
5	Progress Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	110 contacts →
	Indirect evidence “Progress Partners is a Boston and New York-based corporate advisory firm that works with buyers and sellers of emerging growth companies to complete M&A or private placement…” Source: RevenueBase Database · checked Sep 16, 2026
6	AGC Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	51-200	109 contacts →
	Partial evidence “AGC Partners is a global technology investment bank focused on middle market M&A and growth equity financings for emerging growth companies.” Source: RevenueBase Database · checked Sep 16, 2026
7	G2 Capital Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	51-200	95 contacts →
	Strong evidence “G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank.” Source: RevenueBase Database · checked Sep 16, 2026
8	London Economics International LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	67 contacts →
	Indirect evidence “London Economics International LLC (“LEI”) is a global economic, financial, and strategic advisory professional services firm specializing in energy and infrastructure.” Source: RevenueBase Database · checked Sep 16, 2026
9	Shea & Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	66 contacts →
	Partial evidence “Shea & Company (member FINRA and SIPC) is a software focused investment bank that believes focus underpins success, and success is measured by the outcomes we achieve with our…” Source: RevenueBase Database · checked Sep 16, 2026
10	Wellesley Hills Financial LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	64 contacts →
	Indirect evidence “Founded 2007 in Boston, MA, our firm began as a strategic advisory and banking practice focused on the bleeding edge of payments technology.” Source: RevenueBase Database · checked Sep 16, 2026
11	Monument Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	59 contacts →
	Partial evidence “Monument Group is a leading global independent full-service capital advisory and fundraising partner in alternative investments with offices in the U.S, Europe and Asia.” Source: RevenueBase Database · checked Sep 16, 2026
12	Provident Healthcare Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	58 contacts →
	Partial evidence “Provident is the leading investment banking firm specializing in merger and acquisition advisory, strategic planning, and capital formation for middle-market and emerging growth…” Source: RevenueBase Database · checked Sep 16, 2026
13	Versailles Group, LTD	Strong evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	49 contacts →
	Strong evidence “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Source: RevenueBase Database · checked Sep 16, 2026
14	Aeris Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	49 contacts →
	Partial evidence “Aeris Partners LLC is a premier technology M&A investment bank serving high-growth, market-shaping software, SaaS (software-as-a-service), digital media, business information and…” Source: RevenueBase Database · checked Sep 16, 2026
15	Covington Associates	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	36 contacts →
	Partial evidence “Covington Associates is an investment banking firm offering advisory services in the areas of M&A, capital raising, strategic advisory, fairness opinions, and valuations to…” Source: RevenueBase Database · checked Sep 16, 2026
16	Outcome Capital	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	35 contacts →
	Partial evidence “Outcome Capital is a highly specialized life sciences and healthcare advisory and investment banking firm, providing innovative companies with a value-added, market-aligned…” Source: RevenueBase Database · checked Sep 16, 2026
17	Shepherd Kaplan Krochuk, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	51-200	32 contacts →
	Partial evidence “Shepherd Kaplan Krochuk, LLC (SKK) offers a wide variety of wealth management services, along with alternative asset investment capabilities.” Source: RevenueBase Database · checked Sep 16, 2026
18	BOWEN	Indirect evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	32 contacts →
	Indirect evidence “Bowen partners with growth tech companies to drive value creation within the innovation economy.” Source: RevenueBase Database · checked Sep 16, 2026
19	Chestnut Partners, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	29 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
20	Brighton House Associates	Indirect evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	1-10	24 contacts →
	Indirect evidence “Brighton House is a leading placement and advisory firm to global private markets partners.” Source: RevenueBase Database · checked Sep 16, 2026
21	Winslow, Evans & Crocker, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	51-200	24 contacts →
	Indirect evidence “Experience.” Source: RevenueBase Database · checked Sep 16, 2026
22	Bellmark Partners, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	20 contacts →
	Partial evidence “BellMark Partners, LLC is an independent investment bank that provides M&A advisory and investment banking services to middle market companies.” Source: RevenueBase Database · checked Sep 16, 2026
23	Financeboston	Indirect evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “FinanceBoston, Inc.” Source: RevenueBase Database · checked Sep 16, 2026
24	Whipstitch Capital	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	19 contacts →
	Partial evidence “Whipstitch Capital is a specialized investment bank that provides mergers & acquisitions and private placement advisory services to consumer products companies.” Source: RevenueBase Database · checked Sep 16, 2026
25	Highland Strategy Group	Strong evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	11-50	19 contacts →
	Strong evidence “Highland Strategy Group is a consulting firm that provides strategic support and transaction advisory services to private equity firms, management teams, and investment banks.” 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 25 of 122 boutique investment banks based in Boston, United States

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Boutique investment banks based in Boston, United States at a glance

As of Sep 16, 2026

55.9%Verified-email coverage

23.6Average contacts per company

1-10Median size (employees)

808.2%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 122 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 Boston, 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 Boston 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, 1,611 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 Boston, United States?

RevenueBase identified 122 boutique investment banks headquartered in Boston, 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?

Baystate Financial, headquartered in Boston, 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 1,611 verified decision-maker contacts tracked across these 122 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.