Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 1,035 companies tracked

RevenueBase identified 1,035 company matches for boutique investment banks associated with New York, United States as of September 2026 and tracks 43,565 professional contacts across them, including 20,283 with verified work emails. Across the United States, New York is the largest hub for this category.

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

1,035Companies

43,565Contacts tracked

20,283Verified emails

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The 25 largest boutique investment banks based in New York, United States

Ranked by team size

Top 25 of 1,035 company matches for boutique investment banks based in New York, 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	Jefferies	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	5,001-10,000	7,353 contacts →
	Exact match “Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	3,912 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Evercore	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	3,296 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	3,006 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Guggenheim Partners	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,748 contacts →
	Exact match “Guggenheim Partners is a global investment and advisory firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Moelis & Company	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,742 contacts →
	Exact match “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,491 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	PJT Partners	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	501-1,000	1,420 contacts →
	Exact match “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	n/a	904 contacts →
	Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	501-1,000	883 contacts →
	Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Canaccord Genuity	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	501-1,000	810 contacts →
	Exact match “Canaccord Genuity is the global capital markets division of Canaccord Genuity Group Inc, offering institutional and corporate clients idea-driven investment banking, merger and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Guggenheim Securities	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	699 contacts →
	Exact match “Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Centerview Partners	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	501-1,000	693 contacts →
	Exact match “Centerview Partners is a premier provider of independent investment-banking advisory services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Greenhill & CO	Exact match	New York, United StatesHQ recorded Sep 16, 2026	201-500	625 contacts →
	Exact match “Greenhill & Co, Inc.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Lument	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	501-1,000	516 contacts →
	Exact match “Value Beyond the Deal.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	KBW	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	501-1,000	474 contacts →
	Exact match “KBW (Keefe, Bruyette & Woods, Inc, operating in the U.S, and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Solomon Partners	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	201-500	427 contacts →
	Exact match “Solomon Partners is a leading investment bank – one of the first independent firms in the industry.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	201-500	323 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Geller	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	51-200	310 contacts →
	Exact match “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	BDA Partners	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	51-200	292 contacts →
	Exact match “BDA Partners is the global investment banking advisor.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Needham & Company	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	51-200	250 contacts →
	Exact match “Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Seaport Global Holdings LLC	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	201-500	237 contacts →
	Exact match “Seaport Global is a leading capital markets rm providing robust sales, trading and research services, with the resources of a full-service investment bank.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Brean Capital, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	201-500	206 contacts →
	Exact match “Brean Capital is a leading, independent investment bank.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Friedman LLP	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	1,001-5,000	203 contacts →
	Exact match “Effective September 1, 2022, Friedman LLP is now Marcum – creating one of the most innovative accounting and advisory firms in the U.S.” 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 1,035 boutique investment banks based in New York, United States

See the full list, filter by size, metro and specialty, and access 20,283 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Boutique investment banks based in New York, United States at a glance

As of Sep 16, 2026

46.6%Verified-email coverage

42.1Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

537

11-50

356

51-200

103

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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

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 New York, 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 20,283 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 New York, United States?

RevenueBase identified 1,035 company matches for boutique investment banks associated with New York, 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?

Jefferies 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).

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 20,283 professional contacts with verified work emails tracked across these 1,035 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.