Company lists · Data refreshed September 2026

Top 21 Boutique investment banks based in Cincinnati, United States

RevenueBase identified 29 boutique investment banks headquartered in Cincinnati, United States as of September 2026 and tracks 218 professional contacts across them, including 114 with verified work emails. New York is the largest hub.

This list covers boutique investment banks headquartered in Cincinnati, 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
29Companies
218Contacts tracked
114Verified emails
Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size
Top 21 of 29 boutique investment banks based in Cincinnati, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202651-20038 contacts →

Indirect evidence

“Yellow Cardinal Advisory Group, a division of First Financial Bank Yellow Cardinal M&A Services, Inc.”

Source: RevenueBase Database · checked Sep 16, 2026
2Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202611-5026 contacts →

Partial evidence

“ArkMalibu is an investment bank dedicated to helping owners maximize value when selling their businesses.”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202611-5022 contacts →

Indirect evidence

“RKCA is privately-held, independent merchant bank focused exclusively on serving the middle-market.”

Source: RevenueBase Database · checked Sep 16, 2026
4Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-1021 contacts →

Indirect evidence

“TP4 Advisors helps owners of closely held businesses maximize value at the moment it matters most: the sale.”

Source: RevenueBase Database · checked Sep 16, 2026
5Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202611-5018 contacts →

Indirect evidence

“ComStock Advisors is a premier national financial advisory firm that delivers expert, objective, and defensible valuation options, primarily in relation to privately held…”

Source: RevenueBase Database · checked Sep 16, 2026
6Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-1011 contacts →

Partial evidence

“Sims Investment Management - We are dedicated to providing investment management and strategic wealth planning to clients looking to grow their assets responsibly.”

Source: RevenueBase Database · checked Sep 16, 2026
7Indirect evidenceCincinnati, United StatesHQ checked Sep 16, 20261-1010 contacts →

Indirect evidence

“Business Broker, Mergers & Acquisitions, Valuations - Assist the business owner in the sale of his company including analysis, valuation,"prospectus" preparation (company…”

Source: RevenueBase Database · checked Sep 16, 2026
8Strong evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-108 contacts →

Strong evidence

“Truce Capital Advisors ("Truce") is an independent boutique investment bank offering a full spectrum of advisory services to business owners.”

Source: RevenueBase Database · checked Sep 16, 2026
9Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202611-506 contacts →

Partial evidence

“With a mission of delivering leading investment advisory services to high-net-worth individuals, families and institutions, RiverPoint provides investment and financial planning…”

Source: RevenueBase Database · checked Sep 16, 2026
10Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202611-505 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 16, 2026
11Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-105 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 16, 2026
12Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

“Silverstone Capital Advisors is entirely committed to its client’s success, to delivering objective, highly qualified financial and transaction advice and providing incomparable…”

Source: RevenueBase Database · checked Sep 16, 2026
13Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

“We are a financial services firm committed to helping people pursue their financial goals.”

Source: RevenueBase Database · checked Sep 16, 2026
14Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 202651-2001 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
15Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“At Cincinnati Wealth Management, Inc.”

Source: RevenueBase Database · checked Sep 16, 2026
16Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“Winters Financial Group is a financial services company based out of 3341 Harrison Ave, Cincinnati, Ohio, United States.”

Source: RevenueBase Database · checked Sep 16, 2026
17Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“At Kruse & Crawford, we specialize in strategic accounting and financial advisory services tailored to small to lower-middle market companies.”

Source: RevenueBase Database · checked Sep 16, 2026
18Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 16, 2026
19Partial evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Partial evidence

“Mirlisena Capital Advisors was founded in 2015 to bring the concept of Relationship Banking to the transactional world of Investment Banking.”

Source: RevenueBase Database · checked Sep 16, 2026
20Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 16, 2026
21Indirect evidenceCincinnati, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026

Showing 21 of 29 boutique investment banks based in Cincinnati, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 114 reachable decision-makers.

Free signup · no credit card

View the full list →

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)
3400.0%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
7
51-200
2

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

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 Cincinnati, 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 Cincinnati 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, 114 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 Cincinnati, United States?

RevenueBase identified 29 boutique investment banks headquartered in Cincinnati, 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?

Yellow Cardinal Advisory Group, headquartered in Cincinnati, 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 114 verified decision-maker contacts tracked across these 29 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 29 boutique investment banks based in Cincinnati, United States. Start with a free account, no credit card.

Download this list →

Related 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.