Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in Scottsdale, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 64 companies tracked

RevenueBase identified 64 boutique investment banks headquartered in Scottsdale, United States as of September 2026 and tracks 386 professional contacts across them, including 176 with verified work emails. New York is the largest hub.

This list covers boutique investment banks headquartered in Scottsdale, 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

64Companies

386Contacts tracked

176Verified emails

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

Ranked by team size

Top 25 of 64 boutique investment banks based in Scottsdale, 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	Ffec Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	51-200	95 contacts →
	Indirect evidence “As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Source: RevenueBase Database · checked Sep 16, 2026
2	Resolute	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	11-50	26 contacts →
	Indirect evidence “About Us: Founded in 2008, Resolute Commercial Services is your go-to partner for hands-on financial solutions.” Source: RevenueBase Database · checked Sep 16, 2026
3	Kaizen Equity Partners	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	11-50	26 contacts →
	Partial evidence “Kaizen Equity Partners is a sell-side only investment bank committed to delivering premium outcomes for software & internet businesses.” Source: RevenueBase Database · checked Sep 16, 2026
4	Ardent Advisory Group	Indirect evidence	Scottsdale, United StatesHQ checked Sep 16, 2026	1-10	23 contacts →
	Indirect evidence “At Ardent Advisory Group, we look first to understand our clients’ strategic objectives, and then initiate a plan to serve those objectives.” Source: RevenueBase Database · checked Sep 16, 2026
5	Martinwolf M&a Advisors	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “Headquartered in Scottsdale, Ariz, is a leading M&A Advisory firm focusing exclusively on the mid-market IT industry.” Source: RevenueBase Database · checked Sep 16, 2026
6	Amplify Capital Group	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	11-50	16 contacts →
	Indirect evidence “Amplify Capital Group is a national advisory firm for mergers and acquisitions and capital advisory services.” Source: RevenueBase Database · checked Sep 16, 2026
7	Fiscal Partners, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	11-50	14 contacts →
	Indirect evidence “At Fiscal Partners we are dedicated to providing our small and middle market clients with a full suite of customized professional services and guidance in a wide range of…” Source: RevenueBase Database · checked Sep 16, 2026
8	Columbia West Capital	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	11-50	11 contacts →
	Partial evidence “Columbia West Capital is an investment bank focused on providing premier financial and strategic advisory services to middle-market companies across a broad spectrum of industries.” Source: RevenueBase Database · checked Sep 16, 2026
9	Progressive Financial Concepts	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	11-50	9 contacts →
	Indirect evidence “Progressive Financial Concepts provides access to a team of highly trained professionals organized strategically to solve problems and create solutions to advanced areas of wealth…” Source: RevenueBase Database · checked Sep 16, 2026
10	William & Wall	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	1-10	8 contacts →
	Strong evidence “Founded in 2021 and headquartered in Scottsdale, Arizona, William & Wall is a premier investment banking boutique specializing in mergers & acquisitions, private equity M&A…” Source: RevenueBase Database · checked Sep 16, 2026
11	Capmatrix LTD	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Partial evidence “CapMatrix is a full-service capital advisory firm specializing in capital markets, investment banking advisory, investment sales, and asset management.” Source: RevenueBase Database · checked Sep 16, 2026
12	Commercial Plus Group	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Indirect evidence “Commercial Plus provides value-added merger and acquisition services, financial services and business-based commercial real estate brokerage services.” Source: RevenueBase Database · checked Sep 16, 2026
13	IBG FOX & FIN	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Indirect evidence “IBG/Fox & Fin is a financial advisory company that facilitates the mergers and acquisitions of privately held, middle-market companies – with a sharp focus on businesses in the…” Source: RevenueBase Database · checked Sep 16, 2026
14	Raintree Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect evidence “Our mission is to get to know and understand your needs, wants, and long-term goals.” Source: RevenueBase Database · checked Sep 16, 2026
15	Hudson Capital Advisors	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Strong evidence “Hudson Capital Advisors is a FINRA registered Broker-Dealer, boutique investment bank, providing M&A Advisory, Equity and Debt Capital Placement, and Financial Advisory services…” Source: RevenueBase Database · checked Sep 16, 2026
16	Jacob Gold & Associates, INC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Strong evidence “Small boutique investment management firm that focuses on two areas; wealth management and financial wellness.” Source: RevenueBase Database · checked Sep 16, 2026
17	The Miller Group	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “Established in 1972 and headquartered in beautiful Scottsdale, Arizona, MILLER provides a broad spectrum of financial and strategic advisory services to both public and private…” Source: RevenueBase Database · checked Sep 16, 2026
18	JDB Capital Investment Bank	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Strong evidence “JDB Capital Partners LLC (“JDB”) is a boutique investment and merchant bank focused on emerging growth and middle-market companies throughout North America.” Source: RevenueBase Database · checked Sep 16, 2026
19	SC Financial Services, INC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “At SC Financial Services we are business owners helping successful entrepreneurs and high level executives realize their lifestyle vision through creating and implementing…” Source: RevenueBase Database · checked Sep 16, 2026
20	Silicon Valley Partners LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Partial evidence “Silicon Valley Partners is a strategic advisory boutique focused on the growth sectors of the digital economy.” Source: RevenueBase Database · checked Sep 16, 2026
21	FBO Sales	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “At FBO Sales we strive to combine a lifelong passion for aviation with some of the most experienced industry veterans.” Source: RevenueBase Database · checked Sep 16, 2026
22	Kander LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Indirect evidence “Kander LLC is a strategic and financial advisory firm focusing in the food and agribusiness industry.” Source: RevenueBase Database · checked Sep 16, 2026
23	Belmont Acquisitions	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	11-50	2 contacts →
	Indirect evidence “Belmont Acquisitions is a national, independent advisory firm.” Source: RevenueBase Database · checked Sep 16, 2026
24	Link Capital LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Partial evidence “LINK is a unique investment banking and private equity firm.” Source: RevenueBase Database · checked Sep 16, 2026
25	Black Pagoda Advisors	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 16, 2026	51-200	1 contacts →
	Indirect evidence “Black Pagoda is a business brokerage and M&A advisor, which provides brokerage and advisory services (buy/sell, capital raise, and business valuation) to small and medium-sized…” 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 64 boutique investment banks based in Scottsdale, United States

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

As of Sep 16, 2026

45.6%Verified-email coverage

6.0Average contacts per company

1-10Median size (employees)

1540.6%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 64 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 Scottsdale, 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 Scottsdale 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, 176 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 Scottsdale, United States?

RevenueBase identified 64 boutique investment banks headquartered in Scottsdale, 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?

Ffec Wealth Partners, headquartered in Scottsdale, 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 176 verified decision-maker contacts tracked across these 64 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.