Company lists · Data refreshed September 2026

Top 22 Boutique investment banks based in Miami, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 167 companies tracked

RevenueBase identified 167 company matches for boutique investment banks associated with Miami, United States as of September 2026 and tracks 1,214 professional contacts across them, including 399 with verified work emails. Across the United States, New York is the largest hub for this category (1,035 companies); Miami has 167.

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

167Companies

1,214Contacts tracked

399Verified emails

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The 22 largest boutique investment banks based in Miami, United States

Ranked by team size

Top 22 of 167 company matches for boutique investment banks based in Miami, 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	Grove Bank & Trust	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	51-200	160 contacts →
	Exact match “Grove Bank & Trust, founded on July 12, 1926, is a Miami-based financial services firm and is one of the longest continuously operating banks in Florida.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Arcadia Capital	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	11-50	48 contacts →
	Exact match “Arcadia Capital is the premier strategic advisor and investment bank to emerging and established leaders in the technology and software ecosystem.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Gentrust	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	11-50	46 contacts →
	Exact match “GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Broadspan Capital LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	11-50	46 contacts →
	Exact match “BroadSpan Capital LLC is a leading independent investment banking firm that specializes in Latin America and the Caribbean.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Proxy Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	51-200	43 contacts →
	Exact match “Proxy Financial is an avant-garde financial services company offering turn-key capital solutions on a global platform through finance vehicle architecture, fund monitoring, fund…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Culmen Capital	Exact match	Miami, United StatesHQ recorded Sep 16, 2026	11-50	28 contacts →
	Exact match “Culmen Capital stands at the intersection of traditional Investment Banking excellence and forward-thinking Capital Advisory services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Creand Wealth Management Beta Capital	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	11-50	27 contacts →
	Exact match “Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	ACP Group	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	51-200	26 contacts →
	Exact match “ACP is a Financial services group headquartered in Miami with professional presence in New York, Dallas, Buenos Aires, Lima, Santiago and Montevideo.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	MAX Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	11-50	18 contacts →
	Exact match “We are a financial management consulting firm in downtown Miami, Florida.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Core Finance	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	1-10	16 contacts →
	Exact match “Core Finance is a leading technology focused investment bank delivering comprehensive range of advisory and capital raising solutions to the most innovative companies…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Cassel Salpeter And CO	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	11-50	15 contacts →
	Exact match “Cassel Salpeter & Co.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Atlantico Capital Partners LLC	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	11-50	15 contacts →
	Exact match “Atlantico Capital is a financial advisory boutique that provides M&A, corporate finance and project finance advisory in middle market transactions, with a focus on cross border…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Impact Capital Global	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	51-200	14 contacts →
	Exact match “IMPACT Capital Global offers advanced stock market analytics, exclusive access to global private equity deals, and capital-raising advisory services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Invermaster	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	11-50	13 contacts →
	Exact match “Invermaster is an investment banking boutique and a venture capital firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Newflow Partners	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	11-50	13 contacts →
	Exact match “Newflow Partners is a strategic advisory firm that works with a select group of private equity firms, family offices and entrepreneurs.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	J2advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “J2advisors is a boutique strategic advisory firm powered by a sophisticated law practice.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Sulzberger Capital Advisors	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “Sulzberger Capital Advisors works with individual U.S.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Schwendel-Van Deusen	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	11-50	6 contacts →
	Exact match “Schwendel-Van Deusen is a global boutique investment bank focused on advising clients on strategic and transformative transactions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	IGC Partners US	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	51-200	6 contacts →
	Exact match “The global trusted M&A advisor.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	FCL Capital Partners	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “FCL Capital Partners is a Private Equity and Investment Banking firm focused on founder-led and family-owned businesses across North America.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Northwind Investment Group	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	11-50	5 contacts →
	Exact match “Northwind Investment Group is an investment firm that provides wide range of strategic financial opportunities for investors as well as institutional investors.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	NEW World Markets	Exact match	Miami, FL, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “New World Markets is a boutique advisory firm with a proven track record across strategic collaborations, M&A and supply chain efforts for a range of clients.” 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 22 of 167 boutique investment banks based in Miami, United States

See the full list, filter by size, metro and specialty, and access 399 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 16, 2026

32.9%Verified-email coverage

7.3Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

105

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 167 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 Miami, 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 399 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 Miami, United States?

RevenueBase identified 167 company matches for boutique investment banks associated with Miami, 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?

Grove Bank & Trust 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). Miami has 167.

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 399 professional contacts with verified work emails tracked across these 167 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.