Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in Dallas, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 175 companies tracked

RevenueBase identified 175 company matches for boutique investment banks associated with Dallas, United States as of September 2026 and tracks 3,875 professional contacts across them, including 1,941 with verified work emails. Across the United States, New York is the largest hub for this category (1,035 companies); Dallas has 175.

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

175Companies

3,875Contacts tracked

1,941Verified emails

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

Ranked by team size

Top 25 of 175 company matches for boutique investment banks based in Dallas, 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	Riveron	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,160 contacts →
	Exact match “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	501-1,000	785 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Sellside Group, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	51-200	339 contacts →
	Exact match “Selling a business is one of the most important financial decisions you'll ever make.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	51-200	162 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Texas Capital Securities	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	125 contacts →
	Exact match “Trading in securities and financial instruments, strategic advisory and other investment banking activities are performed by TCBI Securities, Inc, doing business as Texas Capital…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Logan Growth Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	51-200	74 contacts →
	Exact match “Logan Growth Advisors (LGA) is a Mergers and Acquisitions advisor based out of Dallas with folks all around the world.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Capital Alliance Corporation	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	41 contacts →
	Exact match “We create value for the operators, buyers and sellers of privately held companies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Allegiance Capital Corporation	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	35 contacts →
	Exact match “Allegiance Capital is an M&A investment bank that has been providing expert financial services to mid-sized, privately held companies since 1998.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Smith Anglin Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	33 contacts →
	Exact match “We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Hext Financial Group, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	31 contacts →
	Exact match “Established in 1990, Hext Financial Group caters to middle-market private companies through its three pillars: a CPA Firm, Investment Banking Firm, and Wealth Management Group.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Skytale Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	29 contacts →
	Exact match “Skytale Group is a leading investment banking, management consulting, and private capital firm serving healthcare and consumer markets.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	26 contacts →
	Exact match “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Hamptonrock	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	22 contacts →
	Exact match “HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory services, and wealth management.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	The Vant Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	20 contacts →
	Exact match “We understand your business transfer goals, opportunities and concerns from the inside because we have bought and sold many companies of our own-and continue to do so.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	3e Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	19 contacts →
	Exact match “3E Management, LLC ("3E") is a consulting firm that provides institutional quality consulting and analysis services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	O7capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	19 contacts →
	Exact match “O7Capital is a premier strategic consultancy specializing in proprietary opportunity identification.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Lombard Global, Incorporated	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1-10	17 contacts →
	Exact match “Lombard Global, Incorporated is a rapidly growing technology investment bank focusing on sell-side and buy-side M&A advisory services with surging middle-market technology firms…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Altschuler And Company	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	14 contacts →
	Exact match “Altschuler and Company is a real estate advisory services firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Vanguard Real Estate Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1-10	13 contacts →
	Exact match “Vanguard Real Estate Advisors (“VREA”) is a Dallas-based boutique brokerage and advisory firm specializing in multifamily investment sales and land brokerage.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Trialta Advisory, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1-10	11 contacts →
	Exact match “Trialta Advisory is a Dallas-based M&A advisory firm focused on providing transaction-related due diligence services to private equity firms, companies, and business owners.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Pinecrest Capital Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	11 contacts →
	Exact match “Pinecrest Capital Partners is a premier investment banking firm based in Dallas, Texas that offers exclusive advisory services to middle market companies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Arkapital Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	51-200	11 contacts →
	Exact match “We are a financial services firm specializing in serving high achieving professionals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	ONE Private Equity	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	51-200	10 contacts →
	Exact match “One Private Equity provides advisory leadership on equity financing in the $15 -$25M range.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	MHT Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “MHT Partners is a leading national middle market investment bank focused on representing industry leaders in growth markets.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Transitus Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries.” 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 25 of 175 boutique investment banks based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 1,941 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 16, 2026

50.1%Verified-email coverage

22.1Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

121

11-50

51-200

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 175 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 Dallas, 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 1,941 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 Dallas, United States?

RevenueBase identified 175 company matches for boutique investment banks associated with Dallas, 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?

Riveron 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). Dallas has 175.

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 1,941 professional contacts with verified work emails tracked across these 175 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.