Company lists · Data refreshed September 2026

Top 12 Boutique investment banks based in Santa Monica, United States

RevenueBase identified 30 boutique investment banks headquartered in Santa Monica, United States as of September 2026 and tracks 322 professional contacts across them, including 83 with verified work emails. New York is the largest hub.

This list covers boutique investment banks headquartered in Santa Monica, 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
30Companies
322Contacts tracked
83Verified emails
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The 12 largest boutique investment banks based in Santa Monica, United States

Ranked by team size
Top 12 of 30 boutique investment banks based in Santa Monica, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 16, 202651-20051 contacts →

Indirect evidence

“With over 150 years of combined experience and over $300 billion in successfully completed transactions, the professionals at DelMorgan provide world-class financial advice and…”

Source: RevenueBase Database · checked Sep 16, 2026
2Strong evidenceSanta Monica, CA, United StatesHQ checked Sep 16, 202611-5039 contacts →

Strong evidence

“Main Street Advisors is a boutique investment and merchant banking firm providing individualized investment advisory services and strategic business advice to its clients.”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 16, 202611-5036 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
4Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 16, 20261-108 contacts →

Indirect evidence

“Strategic M&A services for business owners and institutional investors focused on outcomes.”

Source: RevenueBase Database · checked Sep 16, 2026
5Partial evidenceSanta Monica, CA, United StatesHQ checked Sep 16, 20261-106 contacts →

Partial evidence

“Sandfox is a boutique advisory firm focused on digital media, eCommerce, and technology-enabled companies.”

Source: RevenueBase Database · checked Sep 16, 2026
6Strong evidenceSanta Monica, CA, United StatesHQ checked Sep 16, 20261-104 contacts →

Strong evidence

“Fluential Partners is a boutique investment bank advising middle-market companies on sell-side M&A, debt refinancing, and growth equity financing.”

Source: RevenueBase Database · checked Sep 16, 2026
7Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 16, 20261-104 contacts →

Indirect evidence

“WellAcre Global Wealth Advisors provides tailored wealth management, customized financial planning, and decades of experience in tax planning and risk management.”

Source: RevenueBase Database · checked Sep 16, 2026
8Partial evidenceSanta Monica, CA, United StatesHQ checked Sep 16, 20261-104 contacts →

Partial evidence

“Whisper Advisors is a boutique M&A and strategic advisory firm whose partners are career experts in M&A, strategy and business development.”

Source: RevenueBase Database · checked Sep 16, 2026
9Partial evidenceSanta Monica, CA, United StatesHQ checked Sep 16, 202611-502 contacts →

Partial evidence

“Software Capital is a premier investment bank providing best-in-class advice, execution, and negotiation on mergers & acquisitions and recapitalization transactions.”

Source: RevenueBase Database · checked Sep 16, 2026
10Partial evidenceSanta Monica, CA, United StatesHQ checked Sep 16, 20261-101 contacts →

Partial evidence

“McGhee Risk Capital LLC is a merchant banking and strategic advisory firm founded in 2008, serving the corporate finance, capital markets, and investment needs of the insurance…”

Source: RevenueBase Database · checked Sep 16, 2026
11Partial evidenceSanta Monica, CA, United StatesHQ checked Sep 16, 20261-101 contacts →

Partial evidence

“Ocean Avenue Partners is a global consulting group that specializes in the Alternative Investment Industry”

Source: RevenueBase Database · checked Sep 16, 2026
12Indirect evidenceSanta Monica, CA, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“Ocean Avenue Wealth Management is a global financial advisory firm based in Santa Monica, California.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 12 of 30 boutique investment banks based in Santa Monica, United States

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Boutique investment banks based in Santa Monica, United States at a glance

As of Sep 16, 2026
25.8%Verified-email coverage
10.7Average contacts per company
1-10Median size (employees)
3286.7%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
10
51-200
2

Email recency for this list is measured across the whole United States list rather than for Santa Monica, so it is reported there. Company counts and contact totals on this page are exact for Santa Monica, over 30 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 Santa Monica, 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 Santa Monica 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, 83 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 Santa Monica, United States?

RevenueBase identified 30 boutique investment banks headquartered in Santa Monica, 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?

Delmorgan & CO, headquartered in Santa Monica, 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 83 verified decision-maker contacts tracked across these 30 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.