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 company matches for boutique investment banks associated with San Francisco, United States as of September 2026 and tracks 2,494 professional contacts across them, including 779 with verified work emails. Across the United States, New York is the largest hub for this category (1,035 companies); San Francisco has 122.

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

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 company matches for boutique investment banks based in San Francisco, 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	GCA	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	501-1,000	454 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	GLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	51-200	395 contacts →
	Exact match “To learn more about our investment banking advisory services visit To learn about GLC Investment Advisors, the investment arm of GLC, visit” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Financial Technology Partners FT Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	201-500	335 contacts →
	Exact match “Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Qatalyst Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	51-200	116 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	US Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	51-200	112 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	North Point Mergers And Acquisitions	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	51-200	97 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Comcap	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	51-200	61 contacts →
	Exact match “ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Atlas Technology Group LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	11-50	52 contacts →
	Exact match “Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Union Square Advisors LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	11-50	49 contacts →
	Exact match “Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Mcmorgan & Company	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	11-50	49 contacts →
	Exact match “McMorgan & Company offers thoughtful, relevant solutions through a combination of proprietary strategies, unique access vehicles, sub-advisory relationships, and select…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Peak Technology Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	11-50	38 contacts →
	Exact match “Peak Technology Partners is an independent investment bank that provides strategic and financial advice to high-growth technology companies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Vista Point Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	11-50	31 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Baer Investment Advisory LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	1-10	23 contacts →
	Exact match “BIA specializes in providing high quality, customized investment solutions and outstanding service to clients.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Growthpoint Technology Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	11-50	22 contacts →
	Exact match “GrowthPoint Technology Partners is a global investment bank specializing in mergers & acquisitions and capital advisory for mid-market technology companies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Nfluence Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	11-50	22 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Syon Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	11-50	21 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Double Black Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	1-10	14 contacts →
	Exact match “Double Black Capital (“DBC”) is a first-of-its-kind growth & strategic advisory.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Bivium Capital Partners, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	11-50	13 contacts →
	Exact match “At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Builder Advisor Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	11-50	13 contacts →
	Exact match “Builder Advisor Group provides mergers & acquisitions, capital raising, and debt restructuring services to the residential real estate industry.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Telegraph Hill Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	11-50	13 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Vaquero Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	11-50	12 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Montcalm	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	1-10	10 contacts →
	Exact match “Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Scenic Advisement	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “Scenic Advisement is the leading investment bank focused on secondary and primary capital raises for leading private companies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Inverness Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	11-50	8 contacts →
	Exact match “Inverness Advisors is a strategic advisor to middle-market and growth stage companies in the technology, media, healthcare and services sectors.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Hard Fork Capital Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “Hard Fork Capital Partners is a merchant bank built for consequential transactions.” 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 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)

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

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 San Francisco, 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 779 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 San Francisco, United States?

RevenueBase identified 122 company matches for boutique investment banks associated with San Francisco, 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?

GCA 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). San Francisco has 122.

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 779 professional contacts with verified work emails tracked across these 122 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.