Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in Irvine, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 42 companies tracked

RevenueBase identified 42 company matches for boutique investment banks associated with Irvine, United States as of September 2026 and tracks 534 professional contacts across them, including 166 with verified work emails. Across the United States, New York is the largest hub for this category (1,035 companies); Irvine has 42.

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

42Companies

534Contacts tracked

166Verified emails

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

Ranked by team size

Top 25 of 42 company matches for boutique investment banks based in Irvine, 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	Commercewest Bank	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	51-200	108 contacts →
	Exact match “At CommerceWest Bank, we remain determined to redefine banking for small and mid-sized businesses across California.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Skinner Fouch & Olson LLP	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	11-50	44 contacts →
	Exact match “Our purpose is to add value to the business of our clientele through transactional specific and organizational business advisory services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Boustead Securities	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	11-50	37 contacts →
	Exact match “Boustead Securities, LLC is an investment banking firm that advises clients on IPOs, mergers and acquisitions, capital raises and restructuring assignments in a wide array of…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Global Capital Markets	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	11-50	26 contacts →
	Exact match “Global Capital Markets, Inc.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Force 10 Partners	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	11-50	18 contacts →
	Exact match “Force Ten Partners LLC is an advisory firm with deep domain knowledge in financial and operational corporate restructuring, valuation, forensic accounting and complex litigation…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	NBB	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	11-50	16 contacts →
	Exact match “Guiding entrepreneurs through their most significant business milestones.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Sutter Securities, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	11-50	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Salt Creek Partners	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	11-50	13 contacts →
	Exact match “Salt Creek Partners (SCP) is a full-service M&A advisory firm guiding business leaders in the emerging and middle markets.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	SC Capital Partners, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	13 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Keystone Capital Markets	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	11-50	12 contacts →
	Exact match “KCM Securities, LLC d/b/a Keystone Capital Markets is a leading Investment Bank that provides merger & acquisitions, institutional capital and financial advisory services to the…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Lionsford LLC	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	11-50	5 contacts →
	Exact match “Lionsford is a trusted advisor in commercial real estate finance and small business lending.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Fusion Network	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Fusion Network is a corporate debt advisory firm and syndicate founded in 2017 that specializes in connecting private companies and specialty lenders with institutional debt…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Peregrine Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “As experienced M&A advisors, we have a vast network of buyers, access to proprietary opportunities, and a well-rounded understanding of the complexities of each individual…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Alpha Strategies Investment Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Firm Overview: Alpha Strategies has a team of highly experienced investment consultants and research analysts, each with a comprehensive understanding of both traditional and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	The Salazar Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “The Salazar Group sells businesses $5M-$50M, and is one of Orange County’s most uniquely experienced, independent, middle-market business brokers.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Core Venture Partners, LLC	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	11-50	2 contacts →
	Exact match “Core Venture Partners, LLC, is a merchant banking and advisory firm, formed to focus on the under-served middle market sector.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Boustead & Company Limited	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	51-200	2 contacts →
	Exact match “Boustead & Company Limited is a diversified financial services firm headquartered in Irvine, CA with offices in San Francisco, New York, London, and Beijing.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Wealthrhino	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “With over 19 years of experience, the WEALTHRHINO team is dedicated to empowering professionals to achieve financial success and security.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Jord Capital Jörð Capital	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Jörd Capital, LLC (Jörd Capital) is an advisory firm, with offices in Manhattan, New York, and Irvine, California.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Oberman Associates INC	Exact match	Irvine, United StatesHQ recorded Sep 16, 2026	11-50	1 contacts →
	Exact match “Strategy consulting, management and M&A advisory services to companies with critical business transition requirements.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Invenz, INC	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Invenz Inc.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Amerigo Ventures	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Amerigo Ventures is a boutique advisory & consulting company offering Business, Financial, & Real Estate Advisory services based in Irvine, California, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Capto Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “At Capto Advisors, we focus on providing business valuation and related financial advisory services to private and publicly traded companies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Dalphia Partners	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “M&A and Strategic Advisory for RIA firms and Wealth Managers” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Brezden Wealth Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Brezden Wealth Advisors is a cross-disciplinary wealth management firm that specializes in family-owned/closely held businesses and high net-worth individuals.” 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 42 boutique investment banks based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 166 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 16, 2026

31.1%Verified-email coverage

12.7Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 42 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 Irvine, 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 166 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 Irvine, United States?

RevenueBase identified 42 company matches for boutique investment banks associated with Irvine, 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?

Commercewest Bank 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). Irvine has 42.

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 166 professional contacts with verified work emails tracked across these 42 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.