Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in Minneapolis, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 60 companies tracked

RevenueBase identified 60 boutique investment banks headquartered in Minneapolis, United States as of September 2026 and tracks 2,963 professional contacts across them, including 546 with verified work emails. New York is the largest hub.

This list covers boutique investment banks headquartered in Minneapolis, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

60Companies

2,963Contacts tracked

546Verified emails

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

Ranked by team size

Top 25 of 60 boutique investment banks based in Minneapolis, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to boutique investment banks: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Chartwell Financial Advisory	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	51-200	128 contacts →
	Indirect evidence “You make decisions every day that impact the lives of many people.” Source: RevenueBase Database · checked Sep 16, 2026
2	Northland Securities, INC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	51-200	124 contacts →
	Indirect evidence “Northland Securities, Inc.(NSI) is a full-service brokerage firm with complementary business units, a leading underwriter of tax-exempt bonds in the Midwest*, and recognized for…” Source: RevenueBase Database · checked Sep 16, 2026
3	Craig-Hallum	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	51-200	110 contacts →
	Indirect evidence “As an employee-owned firm, every team member is personally invested in our clients’ success.” Source: RevenueBase Database · checked Sep 16, 2026
4	Blue OPS	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	51-200	81 contacts →
	Indirect evidence “Outside Operating Partners, Due Diligence Support and CPM Software Implementation with proven success in making our clients make more money faster.” Source: RevenueBase Database · checked Sep 16, 2026
5	Sunbelt Business Advisors Of Minnesota	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	51-200	72 contacts →
	Indirect evidence “When it’s time to sell your company, hire the #1 firm in the country.” Source: RevenueBase Database · checked Sep 16, 2026
6	We ARE NOW Colliers Securities, Part Of Colliers International. Follow US On OUR NEW Page	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	201-500	72 contacts →
	Indirect evidence “We are now Colliers Securities, part of Colliers International.” Source: RevenueBase Database · checked Sep 16, 2026
7	Hennepin Partners	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	11-50	42 contacts →
	Partial evidence “Hennepin Partners is a middle market investment bank that provides M&A advisory services and strategic advice to entrepreneurs, private equity firms, and corporations.” Source: RevenueBase Database · checked Sep 16, 2026
8	Northborne Partners	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	11-50	36 contacts →
	Indirect evidence “We advise business owners through one of the most important moments of their lives – the sale of their company.” Source: RevenueBase Database · checked Sep 16, 2026
9	True North M&a	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	51-200	31 contacts →
	Indirect evidence “True North Mergers & Acquisitions, headquartered in Minneapolis, is a national sell-side and buy-side advisory firm for private company founders and family-owned businesses with…” Source: RevenueBase Database · checked Sep 16, 2026
10	Blue Rose Capital Advisors	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	11-50	17 contacts →
	Indirect evidence “Trusted Independent Financial Advisors to Institutions Blue Rose Capital Advisors is a full-service, independent financial advisory firm serving institutions across the U.S.” Source: RevenueBase Database · checked Sep 16, 2026
11	Paralign Capital Partners	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	11-50	11 contacts →
	Indirect evidence “Paralign Capital Partners is a merchant bank focused on serving the needs of successful business owners as they embark on ownership transition planning, liquidity transactions…” Source: RevenueBase Database · checked Sep 16, 2026
12	Quazar	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	1-10	9 contacts →
	Strong evidence “Quazar is a boutique Investment Banking firm specializing in merger and acquisition (M&A) services including: • Sell-Side Advisory, • Buy-Side Advisory, and • Business Planning &…” Source: RevenueBase Database · checked Sep 16, 2026
13	Steeplechase Advisors, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	1-10	9 contacts →
	Indirect evidence “OVERVIEW Steeplechase Advisors LLC provides business and transaction advisory services to companies and their stakeholders undergoing transitions, reorganizations and transactions…” Source: RevenueBase Database · checked Sep 16, 2026
14	Global Access CSG	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	11-50	8 contacts →
	Partial evidence “Global Access Capital is an independent global direct investment, alternative asset management and advisory services firm.” Source: RevenueBase Database · checked Sep 16, 2026
15	Wold Financial, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	1-10	8 contacts →
	Indirect evidence “At Wold Financial, LLC, planning starts with you.” Source: RevenueBase Database · checked Sep 16, 2026
16	Tamarack Partners M&a Advisors	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	1-10	8 contacts →
	Indirect evidence “Tamarack Partners is a partnership of senior professionals formed to advise and provide sell-side M&A services to owners of closely-held companies.” Source: RevenueBase Database · checked Sep 16, 2026
17	Paradise Capital	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	11-50	8 contacts →
	Indirect evidence “Running a business without a growth and exit strategy is like running a marathon without a finish line.” Source: RevenueBase Database · checked Sep 16, 2026
18	Kroll Capital	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect evidence “Kroll Capital provides unbiased, independent Strategic Advisory Services to company owners and management teams to help drive growth and develop exit strategies that will lead to…” Source: RevenueBase Database · checked Sep 16, 2026
19	Advisor Financing LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect evidence “https://advisorfinancingllc.com/ Advisor Financing LLC, provides Financial Advisors comprehensive consulting and lending solutions for Acquisition of another practice…” Source: RevenueBase Database · checked Sep 16, 2026
20	Vermillion Capital	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Partial evidence “Vermillion Capital is a Minneapolis-based investment bank that specializes in providing mergers and acquisitions advisory services to entrepreneurs and middle market businesses…” Source: RevenueBase Database · checked Sep 16, 2026
21	Aethlon Capital	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Strong evidence “Aethlon Capital is a boutique investment bank with 25+ years of experience guiding business owners through transformative milestones - from company sales to raising growth capital.” Source: RevenueBase Database · checked Sep 16, 2026
22	ALL Terrain Financial Advisors	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
23	Confluence Capital Group, INC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “Confluence Capital Group, Inc.(CCG) assists high growth companies, providing both insights and framework for strategic development and execution in capital strategy.” Source: RevenueBase Database · checked Sep 16, 2026
24	Contego Capital Group	Partial evidence	Minneapolis, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Partial evidence “Contego Capital is a leading boutique asset management firm that provides a wide array of financial services to a substantial and diversified client base that includes…” Source: RevenueBase Database · checked Sep 16, 2026
25	Grey Duck Wealth Management	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “Grey Duck Wealth Management is a team of professionals that understands their clients, businesses, and provide guidance to make their dreams become reality.” Source: RevenueBase Database · checked Sep 16, 2026

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 25 of 60 boutique investment banks based in Minneapolis, United States

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

As of Sep 16, 2026

18.4%Verified-email coverage

49.4Average contacts per company

1-10Median size (employees)

1643.3%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for Minneapolis, so it is reported there. Company counts and contact totals on this page are exact for Minneapolis, over 60 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 Minneapolis, 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 Minneapolis 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, 546 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

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 Minneapolis, United States?

RevenueBase identified 60 boutique investment banks headquartered in Minneapolis, 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?

Chartwell Financial Advisory, headquartered in Minneapolis, 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 546 verified decision-maker contacts tracked across these 60 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.