Company lists · Data refreshed September 2026

Top 21 Boutique investment banks based in Cincinnati, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 29 companies tracked

RevenueBase identified 29 company matches for boutique investment banks associated with Cincinnati, United States as of September 2026 and tracks 218 professional contacts across them, including 114 with verified work emails. Across the United States, New York is the largest hub for this category (1,035 companies); Cincinnati has 29.

This list covers company matches for boutique investment banks associated with Cincinnati, 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

29Companies

218Contacts tracked

114Verified emails

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The 21 largest boutique investment banks based in Cincinnati, United States

Ranked by team size

Top 21 of 29 company matches for boutique investment banks based in Cincinnati, 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	Yellow Cardinal Advisory Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	51-200	38 contacts →
	Exact match “Yellow Cardinal Advisory Group, a division of First Financial Bank Yellow Cardinal M&A Services, Inc.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Arkmalibu	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	11-50	26 contacts →
	Exact match “ArkMalibu is an investment bank dedicated to helping owners maximize value when selling their businesses.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Rkca Investment Banking	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	11-50	22 contacts →
	Exact match “RKCA is privately-held, independent merchant bank focused exclusively on serving the middle-market.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Tp4 Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	1-10	21 contacts →
	Exact match “TP4 Advisors helps owners of closely held businesses maximize value at the moment it matters most: the sale.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Comstock Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	11-50	18 contacts →
	Exact match “ComStock Advisors is a premier national financial advisory firm that delivers expert, objective, and defensible valuation options, primarily in relation to privately held…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Sims Investment Management, LLC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	1-10	11 contacts →
	Exact match “Sims Investment Management - We are dedicated to providing investment management and strategic wealth planning to clients looking to grow their assets responsibly.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Keate Partners	Exact match	Cincinnati, United StatesHQ recorded Sep 16, 2026	1-10	10 contacts →
	Exact match “Business Broker, Mergers & Acquisitions, Valuations - Assist the business owner in the sale of his company including analysis, valuation,"prospectus" preparation (company…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Truce Capital Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “Truce Capital Advisors ("Truce") is an independent boutique investment bank offering a full spectrum of advisory services to business owners.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Riverpoint Capital Management, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	11-50	6 contacts →
	Exact match “With a mission of delivering leading investment advisory services to high-net-worth individuals, families and institutions, RiverPoint provides investment and financial planning…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Capital Tactics INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	11-50	5 contacts →
	Exact match “Capital Tactics is a Financial Advisory Services organization whose mission is to provide guidance and professional services to companies in areas of Mergers and Acquisitions…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Cornovus Capital	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Cornovus Capital is a national capital markets advisory firm focused on structuring and placing debt and equity solutions for commercial real estate and operating businesses.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Silverstone Capital Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Silverstone Capital Advisors is entirely committed to its client’s success, to delivering objective, highly qualified financial and transaction advice and providing incomparable…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Stone Financial Retirement Planning	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “We are a financial services firm committed to helping people pursue their financial goals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Broadview Financial Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	51-200	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Cincinnati Wealth Management, INC	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “At Cincinnati Wealth Management, Inc.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Winters Financial Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Winters Financial Group is a financial services company based out of 3341 Harrison Ave, Cincinnati, Ohio, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Kruse And Crawford	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “At Kruse & Crawford, we specialize in strategic accounting and financial advisory services tailored to small to lower-middle market companies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Center Stage Financial	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “LET’S CONNECT IF YOU ARE: • Seeking a thoughtful and thorough financial advisory team for you and your family • Interested in a second opinion on your current financial situation…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Mirlisena Capital Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Mirlisena Capital Advisors was founded in 2015 to bring the concept of Relationship Banking to the transactional world of Investment Banking.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Rimonark Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “RIMONARK Advisors is a lower-middle market merger and acquisition firm offering sell-side and buy-side services to companies generating $1MM-$100MM in revenue.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	The Comparadun Group	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match Recorded description not available. 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 21 of 29 boutique investment banks based in Cincinnati, United States

See the full list, filter by size, metro and specialty, and access 114 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 16, 2026

52.3%Verified-email coverage

7.5Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Cincinnati, so it is reported there. Company counts and contact totals on this page are exact for Cincinnati, over 29 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 Cincinnati, 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 114 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 Cincinnati, United States?

RevenueBase identified 29 company matches for boutique investment banks associated with Cincinnati, 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?

Yellow Cardinal Advisory Group 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). Cincinnati has 29.

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 114 professional contacts with verified work emails tracked across these 29 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.