Company lists · Data refreshed September 2026
Top 22 Boutique investment banks based in Miami, United States
RevenueBase identified 167 boutique investment banks headquartered in Miami, United States as of September 2026 and tracks 1,214 professional contacts across them, including 399 with verified work emails. New York is the largest hub.
This list covers boutique investment banks headquartered in Miami, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 22 largest boutique investment banks based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 160 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 2 | 48 contacts → | ||||
Partial evidence “Arcadia Capital is the premier strategic advisor and investment bank to emerging and established leaders in the technology and software ecosystem.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 3 | 46 contacts → | ||||
Partial evidence “GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 4 | 46 contacts → | ||||
Partial evidence “BroadSpan Capital LLC is a leading independent investment banking firm that specializes in Latin America and the Caribbean.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 5 | 43 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 6 | 28 contacts → | ||||
Partial evidence “Culmen Capital stands at the intersection of traditional Investment Banking excellence and forward-thinking Capital Advisory services.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 7 | 27 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 8 | 26 contacts → | ||||
Indirect evidence “ACP is a Financial services group headquartered in Miami with professional presence in New York, Dallas, Buenos Aires, Lima, Santiago and Montevideo.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 9 | 18 contacts → | ||||
Indirect evidence “We are a financial management consulting firm in downtown Miami, Florida.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 10 | 16 contacts → | ||||
Partial evidence “Core Finance is a leading technology focused investment bank delivering comprehensive range of advisory and capital raising solutions to the most innovative companies…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 11 | 15 contacts → | ||||
Indirect evidence “Cassel Salpeter & Co.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 12 | 15 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 13 | 14 contacts → | ||||
Indirect evidence “IMPACT Capital Global offers advanced stock market analytics, exclusive access to global private equity deals, and capital-raising advisory services.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 14 | 13 contacts → | ||||
Strong evidence “Invermaster is an investment banking boutique and a venture capital firm.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 15 | 13 contacts → | ||||
Indirect evidence “Newflow Partners is a strategic advisory firm that works with a select group of private equity firms, family offices and entrepreneurs.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Partial evidence “J2advisors is a boutique strategic advisory firm powered by a sophisticated law practice.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Indirect evidence “Sulzberger Capital Advisors works with individual U.S.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 18 | 6 contacts → | ||||
Strong evidence “Schwendel-Van Deusen is a global boutique investment bank focused on advising clients on strategic and transformative transactions.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 contacts → | ||||
Indirect evidence “The global trusted M&A advisor.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Partial evidence “FCL Capital Partners is a Private Equity and Investment Banking firm focused on founder-led and family-owned businesses across North America.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Partial evidence “Northwind Investment Group is an investment firm that provides wide range of strategic financial opportunities for investors as well as institutional investors.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 16, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: boutique investment banks. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names boutique investment banks.
- Partial evidence
- Its own public description names part of boutique investment banks, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name boutique investment banks. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 22 of 167 boutique investment banks based in Miami, United States
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Boutique investment banks based in Miami, 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 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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among boutique investment banks, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Miami, United States whose own description of what they do matches “boutique investment banks”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names boutique investment banks), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among boutique investment banks, and records with no verified work email. Companies headquartered outside Miami are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 399 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Boutique investment banks by metro in the United States
- Boutique investment banks in New York986
- 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 Houston160
- 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 New York City49
- 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 Fort Lauderdale28
- 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 Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names boutique investment banks, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many boutique investment banks are there based in Miami, United States?
RevenueBase identified 167 boutique investment banks headquartered in Miami, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Grove Bank & Trust, headquartered in Miami, tops this list with the largest team on record.
Which city has the most boutique investment banks?
New York leads with 986 headquartered companies, followed by Chicago (237) and Los Angeles (200).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 399 verified decision-maker contacts tracked across these 167 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.
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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 Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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