Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in Tampa, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 66 companies tracked

RevenueBase identified 66 boutique investment banks headquartered in Tampa, United States as of September 2026 and tracks 1,185 professional contacts across them, including 818 with verified work emails. New York is the largest hub.

This list covers boutique investment banks headquartered in Tampa, 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

66Companies

1,185Contacts tracked

818Verified emails

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

Ranked by team size

Top 25 of 66 boutique investment banks based in Tampa, 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	Benchmark International	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	201-500	503 contacts →
	Indirect evidence “Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses.” Source: RevenueBase Database · checked Sep 16, 2026
2	LCG Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	51-200	181 contacts →
	Indirect evidence “Maximizing Value.” Source: RevenueBase Database · checked Sep 16, 2026
3	Skyway Capital Markets, LLC	Partial evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	45 contacts →
	Partial evidence “Skyway Capital is a leading middle-market investment bank specializing in mergers & acquisitions, capital markets, and private capital advisory services.” Source: RevenueBase Database · checked Sep 16, 2026
4	Crosstree	Strong evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	44 contacts →
	Strong evidence “Crosstree is a distinguished boutique investment banking firm focused exclusively on the needs of middle-market companies within three subsectors of the life sciences and…” Source: RevenueBase Database · checked Sep 16, 2026
5	Hyde Park Capital	Partial evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	37 contacts →
	Partial evidence “Hyde Park Capital is a middle-market investment banking firm specializing in mergers and acquisitions and capital raising, primarily for founder and family-owned companies.” Source: RevenueBase Database · checked Sep 16, 2026
6	Thomas Financial	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	25 contacts →
	Indirect evidence “Thomas Financial is one of a select number of financial service firms chosen to be a member of M Financial Group, a network of more than 140 independent members, all dedicated to…” Source: RevenueBase Database · checked Sep 16, 2026
7	AGW Capital Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	25 contacts →
	Indirect evidence “AGW is an experienced, independent Capital Advisory Firm invested in you and your financial needs to confidently take on what lies ahead.” Source: RevenueBase Database · checked Sep 16, 2026
8	CEA Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	23 contacts →
	Indirect evidence “Rick Michaels founded CEA Group ("CEA") in 1973 to serve the cable industry clients requiring financial expertise.” Source: RevenueBase Database · checked Sep 16, 2026
9	Third Lake Partners, LLC	Partial evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	21 contacts →
	Partial evidence “Third Lake Partners ("TLP" or "Third Lake") is an investment advisory firm that advises a variety of private investment funds, influential families and individuals.” Source: RevenueBase Database · checked Sep 16, 2026
10	Silverview Credit Partners	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	16 contacts →
	Indirect evidence “We are your leaders in lower middle market capital solutions.” Source: RevenueBase Database · checked Sep 16, 2026
11	Three Sixty Seven Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	15 contacts →
	Indirect evidence “Three Sixty Seven Advisors is a full-service M&A advisory firm serving the needs of mid-sized companies.” Source: RevenueBase Database · checked Sep 16, 2026
12	Adventum	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	1-10	14 contacts →
	Indirect evidence “We are a trusted partner for leaders of emerging companies.” Source: RevenueBase Database · checked Sep 16, 2026
13	First Liberties Financial	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	51-200	13 contacts →
	Indirect evidence “First Liberties Financial representatives service institutions, corporations, alternative asset managers, and high-net-worth individuals providing a diverse range of services…” Source: RevenueBase Database · checked Sep 16, 2026
14	Kensington Park Capital	Strong evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	1-10	12 contacts →
	Strong evidence “Kensington Park Capital, situated in the vibrant city of Tampa, Florida, is a distinguished middle-market boutique investment bank that has carved a niche for itself by providing…” Source: RevenueBase Database · checked Sep 16, 2026
15	Aspen Capital Partners, LLC	Partial evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	1-10	12 contacts →
	Partial evidence “Aspen Provides financial advisory and investment banking services to small to medium sized businesses.” Source: RevenueBase Database · checked Sep 16, 2026
16	Vision Point Capital	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	1-10	10 contacts →
	Indirect evidence “Over the past decade, thousands of business owners have trusted Vision Point Capital to guide them through the business transition process so they can capitalize on their success…” Source: RevenueBase Database · checked Sep 16, 2026
17	The Roebuck Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	10 contacts →
	Indirect evidence “For over 25 years, The Roebuck Group has been providing business advisory services that deliver results, from maximizing shareholder value to enhancing a company’s competitive…” Source: RevenueBase Database · checked Sep 16, 2026
18	Platinum Wealth Venture	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	10 contacts →
	Indirect evidence “Creative Capital for Growth + Innovative Entrepreneurs At Platinum Wealth Venture we work in a consultative way with businesses to help them clarify their story, properly…” Source: RevenueBase Database · checked Sep 16, 2026
19	Gulf Atlantic Capital Corporation	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	6 contacts →
	Indirect evidence “Gulf Atlantic Capital advises middle-market companies, lenders, and investors on workout/special asset strategies in situations where a company is suffering from financial or…” Source: RevenueBase Database · checked Sep 16, 2026
20	Bayshore Growth Partners	Partial evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Partial evidence “Bayshore Growth Partners is an independent financial advisory and investment firm focused exclusively on healthcare services.” Source: RevenueBase Database · checked Sep 16, 2026
21	Oakmark Advisors LLC	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect evidence “Oakmark is an independent, middle-market advisory firm offering clients the guidance to achieve transactional success in the sale or purchase of a business.” Source: RevenueBase Database · checked Sep 16, 2026
22	Stillpoint Capital	Partial evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	3 contacts →
	Partial evidence “Investment Banking Firm with a Securities Licensing Program for Registered Representatives who are active in the Investment Banking industry conducting M&A or Private Placements.” Source: RevenueBase Database · checked Sep 16, 2026
23	AF Wealth Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “AF Wealth Advisors was built by a leadership team with decades of experience and seasoned financial advisors who listen to their clients to understand and address their needs and…” Source: RevenueBase Database · checked Sep 16, 2026
24	Castlebar Holdings	Strong evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Strong evidence “Castlebar Holdings is a specialized advisory and investment platform dedicated to helping banks resolve distressed commercial loans and complex credit situations.” Source: RevenueBase Database · checked Sep 16, 2026
25	Essex Capital Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	2 contacts →
	Indirect evidence “Essex Capital Group, Inc.” 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 66 boutique investment banks based in Tampa, United States

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

As of Sep 16, 2026

69.0%Verified-email coverage

18.0Average contacts per company

1-10Median size (employees)

1493.9%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Tampa, so it is reported there. Company counts and contact totals on this page are exact for Tampa, over 66 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 Tampa, 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 Tampa 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, 818 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 Tampa, United States?

RevenueBase identified 66 boutique investment banks headquartered in Tampa, 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?

Benchmark International, headquartered in Tampa, 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 818 verified decision-maker contacts tracked across these 66 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.