Company lists · Data refreshed September 2026
Top 25 Boutique investment banks based in Houston, United States
RevenueBase identified 160 company matches for boutique investment banks associated with Houston, United States as of September 2026 and tracks 1,227 professional contacts across them, including 345 with verified work emails. Across the United States, New York is the largest hub for this category (1,035 companies); Houston has 160.
This list covers company matches for boutique investment banks associated with Houston, 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.
The 25 largest boutique investment banks based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 166 contacts → | ||||
Exact match “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 2 | 99 contacts → | ||||
Exact match “Founded in 2003, England & Company is an independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructurings, and capital…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 3 | 80 contacts → | ||||
Exact match “Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 4 | 72 contacts → | ||||
Exact match “Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 5 | 42 contacts → | ||||
Exact match “GulfStar is one of the leading middle market investment banking firms in the United States, with deep experience in mergers and acquisitions, private capital placement and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 6 | 41 contacts → | ||||
Exact match “Intrua Financial is an independent wealth management firm committed to being involved beyond the expected and provide extensive financial solutions and expertise.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 7 | 31 contacts → | ||||
Exact match “Statesman Business Advisors, LLC (“Statesman”) is a unique financial advisory and services firm dedicated to serving the corporate finance needs of privately held companies and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 8 | 27 contacts → | ||||
Exact match “Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 9 | 24 contacts → | ||||
Exact match “At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 10 | 24 contacts → | ||||
Exact match “Petrie Partners is a boutique investment bank that specializes in M&A, A&D and strategic advisory for the energy industry.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 11 | 24 contacts → | ||||
Exact match “Entoro Capital, LLC (Entoro) is a technology-enabled investment bank and advisory group that elevates traditional banking services with the efficiency of modern technology.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 12 | 24 contacts → | ||||
Exact match “Gatsby Advisors Brokerage is a Houston-based Business, Capital, and Commercial Real Estate Advisory firm operating nationally across the United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 13 | 20 contacts → | ||||
Exact match “HSSK is now Weaver!” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 14 | 19 contacts → | ||||
Exact match “At WoodRock & Co, we provide investment banking services with a highly quantitative approach, a commitment to excellence, and a passion for developing enduring client…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 15 | 18 contacts → | ||||
Exact match “Certified Business Brokers (CBB) has been helping Texas business owners buy and sell businesses since 1974 - making us one of the oldest and most experienced business brokerage…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 16 | 14 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 17 | 13 contacts → | ||||
Exact match “Since its formation in 2003, PPHB has advised on more than 160 transactions with approximately $11 billion in total value.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “MACCO Restructuring Group, LLC, is the leader in middle-market business restructuring and business turnarounds, where exceptional performance meets tangible results.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 20 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 22 | 8 contacts → | ||||
Exact match “At Brady CFO, we help privately owned businesses with $10M–$75M in annual revenue scale successfully, achieving long-term growth and financial stability.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “We help companies grow their businesses, aligning them with the right capital partners and strategic relationships.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Say Yes!” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “We have a passion for- Improving the value and performance of privately owned businesses - Assisting business owners prepare for transition events, whether internal or external -…” 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 160 boutique investment banks based in Houston, United States
See the full list, filter by size, metro and specialty, and access 345 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Boutique investment banks based in Houston, United States at a glance
As of Sep 16, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 160 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 Houston, 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 345 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
- Boutique investment banks in New York1035
- Boutique investment banks in Chicago237
- Boutique investment banks in Los Angeles200
- Boutique investment banks in Atlanta175
- Boutique investment banks in Dallas175
- Boutique investment banks in Miami167
- Boutique investment banks in Boston122
- Boutique investment banks in San Francisco122
- Boutique investment banks in Denver97
- Boutique investment banks in Austin96
- Boutique investment banks in Charlotte88
- Boutique investment banks in San Diego75
- Boutique investment banks in Washington72
- Boutique investment banks in Tampa66
- Boutique investment banks in Scottsdale64
- Boutique investment banks in Minneapolis60
- Boutique investment banks in Newport Beach59
- Boutique investment banks in Boca Raton50
- Boutique investment banks in Seattle43
- Boutique investment banks in Irvine42
- Boutique investment banks in Phoenix38
- Boutique investment banks in Philadelphia37
- Boutique investment banks in Las Vegas35
- Boutique investment banks in Nashville35
- Boutique investment banks in Raleigh33
- Boutique investment banks in Portland32
- Boutique investment banks in Birmingham31
- Boutique investment banks in Richmond31
- Boutique investment banks in Salt Lake City31
- Boutique investment banks in Santa Monica30
- Boutique investment banks in Cincinnati29
- Boutique investment banks in Fort Worth29
- Boutique investment banks in Cleveland27
- Boutique investment banks in Stamford27
- Boutique investment banks in Beverly Hills26
- Boutique investment banks in Columbus26
- Boutique investment banks in Orlando26
- Boutique investment banks in Kansas City25
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 Houston, United States?
RevenueBase identified 160 company matches for boutique investment banks associated with Houston, 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?
Next Financial 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). Houston has 160.
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 345 professional contacts with verified work emails tracked across these 160 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.
Ready to reach these companies? Verified emails and direct dials for all 160 boutique investment banks based in Houston, United States. Start with a free account, no credit card.
Download this list →Related lists
Boutique investment banks by geography
- Boutique investment banks based in Adelaide, Australia
- Boutique investment banks based in Brisbane, Australia
- Boutique investment banks based in Melbourne, Australia
- Boutique investment banks based in Perth, Australia
- Boutique investment banks based in Sydney, Australia
- Boutique investment banks based in Belo Horizonte, Brazil
- Boutique investment banks based in Curitiba, Brazil
- Boutique investment banks based in Porto Alegre, Brazil
- Boutique investment banks based in Rio De Janeiro, Brazil
- Boutique investment banks based in Sao Paulo, Brazil
- Boutique investment banks based in Calgary, Canada
- Boutique investment banks based in Montreal, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Boutique investment banks based in Adelaide, Australia
- Boutique investment banks based in Brisbane, Australia
- Boutique investment banks based in Melbourne, Australia
- Boutique investment banks based in Perth, Australia
- Boutique investment banks based in Sydney, Australia
- Boutique investment banks based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 boutique investment banks based in Houston, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 160 matching company records for boutique investment banks based in Houston, United States, with 1,227 tracked contacts and 345 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 16, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 boutique investment banks based in Houston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Next Financial Grouplpl.comHQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 166 contacts → |
“NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  England & Companyenglandco.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 99 contacts → |
“Founded in 2003, England & Company is an independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructurings, and capital…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Sanders Morrissandersmorris.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 80 contacts → |
“Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Strategic Financial Groupsfgplanning.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 72 contacts → |
“Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Gulfstar Groupgulfstargroup.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 42 contacts → |
“GulfStar is one of the leading middle market investment banking firms in the United States, with deep experience in mergers and acquisitions, private capital placement and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Intrua Financialintrua.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 41 contacts → |
“Intrua Financial is an independent wealth management firm committed to being involved beyond the expected and provide extensive financial solutions and expertise.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Statesman Business Advisorsstatesmanbiz.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 31 contacts → |
“Statesman Business Advisors, LLC (“Statesman”) is a unique financial advisory and services firm dedicated to serving the corporate finance needs of privately held companies and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Wealth Development Strategies, LLCwealthdevelopmentstrategies.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 27 contacts → |
“Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Granite Harbor Advisorsgraniteharbor.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 24 contacts → |
“At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Petrie Partners, LLCpetrie.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 24 contacts → |
“Petrie Partners is a boutique investment bank that specializes in M&A, A&D and strategic advisory for the energy industry.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Entoroentoro.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 24 contacts → |
“Entoro Capital, LLC (Entoro) is a technology-enabled investment bank and advisory group that elevates traditional banking services with the efficiency of modern technology.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Gatsby Advisors Brokeragegatsbyadvisors.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 24 contacts → |
“Gatsby Advisors Brokerage is a Houston-based Business, Capital, and Commercial Real Estate Advisory firm operating nationally across the United States.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Hssk, LLCweaver.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 20 contacts → |
“HSSK is now Weaver!” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Woodrock & COwoodrock.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 19 contacts → |
“At WoodRock & Co, we provide investment banking services with a highly quantitative approach, a commitment to excellence, and a passion for developing enduring client…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Certified Business Brokerscertifiedbb.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 18 contacts → |
“Certified Business Brokers (CBB) has been helping Texas business owners buy and sell businesses since 1974 - making us one of the oldest and most experienced business brokerage…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  BFL Associates LTDbflassociates.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 |  PPHBpphb.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 13 contacts → |
“Since its formation in 2003, PPHB has advised on more than 160 transactions with approximately $11 billion in total value.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Macco Restructuring Group, LLCmaccorestructuringgroup.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“MACCO Restructuring Group, LLC, is the leader in middle-market business restructuring and business turnarounds, where exceptional performance meets tangible results.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Paul Comstock Partnerspaulcomstockpartners.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Adell, Harriman & Carpenter, INCahcinvest.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 |  Ascension Capital Advisorsascensioncapital.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 9 contacts → |
“Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Brady CFObradycfo.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 8 contacts → |
“At Brady CFO, we help privately owned businesses with $10M–$75M in annual revenue scale successfully, achieving long-term growth and financial stability.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Market Street Capital, INCmarketstreetcp.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“We help companies grow their businesses, aligning them with the right capital partners and strategic relationships.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  SAY YES Enterprisessayyesenterprises.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“Say Yes!” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Valedor Partnersvaledorpartners.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 6 contacts → |
“We have a passion for- Improving the value and performance of privately owned businesses - Assisting business owners prepare for transition events, whether internal or external -…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 160 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Boutique investment banks: dataset insights
September 16, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
159 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 160 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 16, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Boutique investment banks by metro in the United States
- Boutique investment banks in New York1035
- Boutique investment banks in Chicago237
- Boutique investment banks in Los Angeles200
- Boutique investment banks in Atlanta175
- Boutique investment banks in Dallas175
- Boutique investment banks in Miami167
- Boutique investment banks in Boston122
- Boutique investment banks in San Francisco122
- Boutique investment banks in Denver97
- Boutique investment banks in Austin96
- Boutique investment banks in Charlotte88
- Boutique investment banks in San Diego75
- Boutique investment banks in Washington72
- Boutique investment banks in Tampa66
- Boutique investment banks in Scottsdale64
- Boutique investment banks in Minneapolis60
- Boutique investment banks in Newport Beach59
- Boutique investment banks in Boca Raton50
- Boutique investment banks in Seattle43
- Boutique investment banks in Irvine42
- Boutique investment banks in Phoenix38
- Boutique investment banks in Philadelphia37
- Boutique investment banks in Las Vegas35
- Boutique investment banks in Nashville35
- Boutique investment banks in Raleigh33
- Boutique investment banks in Portland32
- Boutique investment banks in Birmingham31
- Boutique investment banks in Richmond31
- Boutique investment banks in Salt Lake City31
- Boutique investment banks in Santa Monica30
- Boutique investment banks in Cincinnati29
- Boutique investment banks in Fort Worth29
- Boutique investment banks in Cleveland27
- Boutique investment banks in Stamford27
- Boutique investment banks in Beverly Hills26
- Boutique investment banks in Columbus26
- Boutique investment banks in Orlando26
- Boutique investment banks in Kansas City25
Questions about this company list
What does Exact match mean for boutique investment banks?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many boutique investment banks did RevenueBase find based in Houston, United States?
The saved snapshot records 160 matching company records, 1,227 tracked contacts and 345 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 16, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Boutique investment banks by geography
- Boutique investment banks based in Adelaide, Australia
- Boutique investment banks based in Brisbane, Australia
- Boutique investment banks based in Melbourne, Australia
- Boutique investment banks based in Perth, Australia
- Boutique investment banks based in Sydney, Australia
- Boutique investment banks based in Belo Horizonte, Brazil
- Boutique investment banks based in Curitiba, Brazil
- Boutique investment banks based in Porto Alegre, Brazil
- Boutique investment banks based in Rio De Janeiro, Brazil
- Boutique investment banks based in Sao Paulo, Brazil
- Boutique investment banks based in Calgary, Canada
- Boutique investment banks based in Montreal, Canada
Cite this list
RevenueBase Data Team. Top 25 boutique investment banks based in Houston, United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/boutique-investment-banks/united-states/houston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Boutique investment banks based in Adelaide, Australia
- Boutique investment banks based in Brisbane, Australia
- Boutique investment banks based in Melbourne, Australia
- Boutique investment banks based in Perth, Australia
- Boutique investment banks based in Sydney, Australia
- Boutique investment banks based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 boutique investment banks based in Houston, United States
RevenueBase records 160 matching company records for boutique investment banks based in Houston, United States, with 1,227 tracked contacts and 345 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 16, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 boutique investment banks based in Houston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Next Financial Grouplpl.com HQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 166 contacts → |
“NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | England & Companyenglandco.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 99 contacts → |
“Founded in 2003, England & Company is an independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructurings, and capital…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Sanders Morrissandersmorris.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 80 contacts → |
“Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Strategic Financial Groupsfgplanning.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 72 contacts → |
“Welcome to Strategic Financial Group, formally MassMutual Greater Houston.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Gulfstar Groupgulfstargroup.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 42 contacts → |
“GulfStar is one of the leading middle market investment banking firms in the United States, with deep experience in mergers and acquisitions, private capital placement and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Intrua Financialintrua.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 41 contacts → |
“Intrua Financial is an independent wealth management firm committed to being involved beyond the expected and provide extensive financial solutions and expertise.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Statesman Business Advisorsstatesmanbiz.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 31 contacts → |
“Statesman Business Advisors, LLC (“Statesman”) is a unique financial advisory and services firm dedicated to serving the corporate finance needs of privately held companies and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Wealth Development Strategies, LLCwealthdevelopmentstrategies.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 27 contacts → |
“Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Granite Harbor Advisorsgraniteharbor.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 24 contacts → |
“At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Petrie Partners, LLCpetrie.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 24 contacts → |
“Petrie Partners is a boutique investment bank that specializes in M&A, A&D and strategic advisory for the energy industry.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Entoroentoro.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 24 contacts → |
“Entoro Capital, LLC (Entoro) is a technology-enabled investment bank and advisory group that elevates traditional banking services with the efficiency of modern technology.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Gatsby Advisors Brokeragegatsbyadvisors.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 24 contacts → |
“Gatsby Advisors Brokerage is a Houston-based Business, Capital, and Commercial Real Estate Advisory firm operating nationally across the United States.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Hssk, LLCweaver.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 20 contacts → |
“HSSK is now Weaver!” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Woodrock & COwoodrock.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 19 contacts → |
“At WoodRock & Co, we provide investment banking services with a highly quantitative approach, a commitment to excellence, and a passion for developing enduring client…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Certified Business Brokerscertifiedbb.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 18 contacts → |
“Certified Business Brokers (CBB) has been helping Texas business owners buy and sell businesses since 1974 - making us one of the oldest and most experienced business brokerage…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | BFL Associates LTDbflassociates.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | PPHBpphb.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 13 contacts → |
“Since its formation in 2003, PPHB has advised on more than 160 transactions with approximately $11 billion in total value.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Macco Restructuring Group, LLCmaccorestructuringgroup.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“MACCO Restructuring Group, LLC, is the leader in middle-market business restructuring and business turnarounds, where exceptional performance meets tangible results.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Paul Comstock Partnerspaulcomstockpartners.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Adell, Harriman & Carpenter, INCahcinvest.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Ascension Capital Advisorsascensioncapital.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 9 contacts → |
“Founded in 1997, Ascension Capital is an independent investment advisory firm based in Houston, Texas.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Brady CFObradycfo.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 8 contacts → |
“At Brady CFO, we help privately owned businesses with $10M–$75M in annual revenue scale successfully, achieving long-term growth and financial stability.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Market Street Capital, INCmarketstreetcp.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“We help companies grow their businesses, aligning them with the right capital partners and strategic relationships.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | SAY YES Enterprisessayyesenterprises.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“Say Yes!” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Valedor Partnersvaledorpartners.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 6 contacts → |
“We have a passion for- Improving the value and performance of privately owned businesses - Assisting business owners prepare for transition events, whether internal or external -…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 160 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Boutique investment banks: dataset insights
September 16, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
159 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 160 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 16, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Boutique investment banks by metro in the United States
- Boutique investment banks in New York1035
- Boutique investment banks in Chicago237
- Boutique investment banks in Los Angeles200
- Boutique investment banks in Atlanta175
- Boutique investment banks in Dallas175
- Boutique investment banks in Miami167
- Boutique investment banks in Boston122
- Boutique investment banks in San Francisco122
- Boutique investment banks in Denver97
- Boutique investment banks in Austin96
- Boutique investment banks in Charlotte88
- Boutique investment banks in San Diego75
- Boutique investment banks in Washington72
- Boutique investment banks in Tampa66
- Boutique investment banks in Scottsdale64
- Boutique investment banks in Minneapolis60
- Boutique investment banks in Newport Beach59
- Boutique investment banks in Boca Raton50
- Boutique investment banks in Seattle43
- Boutique investment banks in Irvine42
- Boutique investment banks in Phoenix38
- Boutique investment banks in Philadelphia37
- Boutique investment banks in Las Vegas35
- Boutique investment banks in Nashville35
- Boutique investment banks in Raleigh33
- Boutique investment banks in Portland32
- Boutique investment banks in Birmingham31
- Boutique investment banks in Richmond31
- Boutique investment banks in Salt Lake City31
- Boutique investment banks in Santa Monica30
- Boutique investment banks in Cincinnati29
- Boutique investment banks in Fort Worth29
- Boutique investment banks in Cleveland27
- Boutique investment banks in Stamford27
- Boutique investment banks in Beverly Hills26
- Boutique investment banks in Columbus26
- Boutique investment banks in Orlando26
- Boutique investment banks in Kansas City25
Questions about this company list
What does Exact match mean for boutique investment banks?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many boutique investment banks did RevenueBase find based in Houston, United States?
The saved snapshot records 160 matching company records, 1,227 tracked contacts and 345 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 16, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Boutique investment banks by geography
- Boutique investment banks based in Adelaide, Australia
- Boutique investment banks based in Brisbane, Australia
- Boutique investment banks based in Melbourne, Australia
- Boutique investment banks based in Perth, Australia
- Boutique investment banks based in Sydney, Australia
- Boutique investment banks based in Belo Horizonte, Brazil
- Boutique investment banks based in Curitiba, Brazil
- Boutique investment banks based in Porto Alegre, Brazil
- Boutique investment banks based in Rio De Janeiro, Brazil
- Boutique investment banks based in Sao Paulo, Brazil
- Boutique investment banks based in Calgary, Canada
- Boutique investment banks based in Montreal, Canada
Cite this list
RevenueBase Data Team. Top 25 boutique investment banks based in Houston, United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/boutique-investment-banks/united-states/houston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Boutique investment banks based in Adelaide, Australia
- Boutique investment banks based in Brisbane, Australia
- Boutique investment banks based in Melbourne, Australia
- Boutique investment banks based in Perth, Australia
- Boutique investment banks based in Sydney, Australia
- Boutique investment banks based in Belo Horizonte, Brazil