Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in San Francisco, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 122 companies tracked

RevenueBase identified 122 boutique investment banks headquartered in San Francisco, United States as of September 2026 and tracks 2,494 professional contacts across them, including 779 with verified work emails. New York is the largest hub.

This list covers boutique investment banks headquartered in San Francisco, 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

122Companies

2,494Contacts tracked

779Verified emails

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The 25 largest boutique investment banks based in San Francisco, United States

Ranked by team size

Top 25 of 122 boutique investment banks based in San Francisco, 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	GCA	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	501-1,000	454 contacts →
	Partial evidence “GCA Advisors, LLC is the US business of GCA, a global investment bank that provides strategic M&A, capital markets and private funds advisory services to growth companies and…” Source: RevenueBase Database · checked Sep 16, 2026
2	GLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	51-200	395 contacts →
	Partial evidence “To learn more about our investment banking advisory services visit To learn about GLC Investment Advisors, the investment arm of GLC, visit” Source: RevenueBase Database · checked Sep 16, 2026
3	Financial Technology Partners FT Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	201-500	335 contacts →
	Partial evidence “Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Source: RevenueBase Database · checked Sep 16, 2026
4	Qatalyst Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	51-200	116 contacts →
	Partial evidence “Qatalyst Partners is a global, independent investment bank that provides high impact strategic and financial advice to senior management and boards of established and emerging…” Source: RevenueBase Database · checked Sep 16, 2026
5	US Capital	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	51-200	112 contacts →
	Partial evidence “Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and…” Source: RevenueBase Database · checked Sep 16, 2026
6	North Point Mergers And Acquisitions	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	51-200	97 contacts →
	Partial evidence “North Point is a leading independent investment bank focused on providing financial advice on mergers and acquisitions and raising institutional capital to meet the growth…” Source: RevenueBase Database · checked Sep 16, 2026
7	Comcap	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	51-200	61 contacts →
	Indirect evidence “ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Source: RevenueBase Database · checked Sep 16, 2026
8	Atlas Technology Group LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	52 contacts →
	Partial evidence “Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies.” Source: RevenueBase Database · checked Sep 16, 2026
9	Union Square Advisors LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	49 contacts →
	Partial evidence “Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing and…” Source: RevenueBase Database · checked Sep 16, 2026
10	Mcmorgan & Company	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	49 contacts →
	Indirect evidence “McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Source: RevenueBase Database · checked Sep 16, 2026
11	Peak Technology Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	38 contacts →
	Partial evidence “Peak Technology Partners is an independent investment bank that provides strategic and financial advice to high-growth technology companies.” Source: RevenueBase Database · checked Sep 16, 2026
12	Vista Point Advisors	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	31 contacts →
	Strong evidence “Vista Point Advisors is a boutique sell-side investment bank providing unconflicted M&A and capital raising advice to founder-led software, AI, and internet businesses.” Source: RevenueBase Database · checked Sep 16, 2026
13	Baer Investment Advisory LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	1-10	23 contacts →
	Partial evidence “BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Source: RevenueBase Database · checked Sep 16, 2026
14	Growthpoint Technology Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	22 contacts →
	Partial evidence “GrowthPoint Technology Partners is a global investment bank specializing in mergers & acquisitions and capital advisory for mid-market technology companies.” Source: RevenueBase Database · checked Sep 16, 2026
15	Nfluence Partners	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	22 contacts →
	Strong evidence “Founded in 2011 and rebranded as Nfluence Partners in 2018, Nfluence Partners is a boutique Investment Bank focused on advising companies at the intersection of technology and the…” Source: RevenueBase Database · checked Sep 16, 2026
16	Syon Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	21 contacts →
	Indirect evidence “At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Source: RevenueBase Database · checked Sep 16, 2026
17	Double Black Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	1-10	14 contacts →
	Indirect evidence “Double Black Capital (“DBC”) is a first-of-its-kind growth & strategic advisory.” Source: RevenueBase Database · checked Sep 16, 2026
18	Bivium Capital Partners, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	13 contacts →
	Indirect evidence “At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Source: RevenueBase Database · checked Sep 16, 2026
19	Builder Advisor Group	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	13 contacts →
	Indirect evidence “Builder Advisor Group provides mergers & acquisitions, capital raising, and debt restructuring services to the residential real estate industry.” Source: RevenueBase Database · checked Sep 16, 2026
20	Telegraph Hill Advisors, LLC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	13 contacts →
	Strong evidence “Telegraph Hill Advisors is a boutique investment bank based in San Francisco providing M&A, capital raising, and financial advisory services to emerging and growth technology…” Source: RevenueBase Database · checked Sep 16, 2026
21	Vaquero Capital	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	12 contacts →
	Partial evidence “Vaquero Capital is an investment banking and advisory firm that is focused on serving entrepreneurs and investors in rapidly growing businesses that have exceptional profit…” Source: RevenueBase Database · checked Sep 16, 2026
22	Montcalm	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	1-10	10 contacts →
	Indirect evidence “Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.” Source: RevenueBase Database · checked Sep 16, 2026
23	Scenic Advisement	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	9 contacts →
	Partial evidence “Scenic Advisement is the leading investment bank focused on secondary and primary capital raises for leading private companies.” Source: RevenueBase Database · checked Sep 16, 2026
24	Inverness Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	11-50	8 contacts →
	Indirect evidence “Inverness Advisors is a strategic advisor to middle-market and growth stage companies in the technology, media, healthcare and services sectors.” Source: RevenueBase Database · checked Sep 16, 2026
25	Hard Fork Capital Partners	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 16, 2026	1-10	8 contacts →
	Indirect evidence “Hard Fork Capital Partners is a merchant bank built for consequential transactions.” 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 122 boutique investment banks based in San Francisco, United States

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Boutique investment banks based in San Francisco, United States at a glance

As of Sep 16, 2026

31.2%Verified-email coverage

20.4Average contacts per company

1-10Median size (employees)

808.2%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 122 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 San Francisco, 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 San Francisco 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, 779 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 San Francisco, United States?

RevenueBase identified 122 boutique investment banks headquartered in San Francisco, 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?

GCA, headquartered in San Francisco, 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 779 verified decision-maker contacts tracked across these 122 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.