Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in Washington, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 72 companies tracked

RevenueBase identified 72 company matches for boutique investment banks associated with Washington, United States as of September 2026 and tracks 569 professional contacts across them, including 278 with verified work emails. Across the United States, New York is the largest hub for this category (1,035 companies); Washington has 72.

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

72Companies

569Contacts tracked

278Verified emails

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

Ranked by team size

Top 25 of 72 company matches for boutique investment banks based in Washington, 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	Delphos	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	51-200	86 contacts →
	Exact match “At Delphos, we believe that progress and sustainability drive everyone’s aspirations, regardless of geography, religion or ethnicity.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Patomak Global Partners	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	51-200	65 contacts →
	Exact match “Patomak is a financial services consultancy that provides industry and regulatory expertise, delivers value in an efficient manner, and provides a competitive edge to companies…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Compass Point Research & Trading, LLC	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	48 contacts →
	Exact match “Compass Point Research & Trading, LLC is a full service investment banking firm providing investment banking, research, and sales and trading services to institutional investors.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Excalibur Investment Banking	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	32 contacts →
	Exact match “Excalibur is an Investment Bank that Represents Companies in Buy-Side Mergers & Acquisitions, Sell-Side Mergers & Acquisitions, and Capital Raising Transactions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	District Capital Partners	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	22 contacts →
	Exact match “District Capital Partners (DCP) is an investment banking firm that addresses a broad spectrum of financial and strategic needs for our client partners.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Luse Gorman, PC	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	21 contacts →
	Exact match “Luse Gorman was founded in 1993 as a specialty law firm dedicated to representing financial institutions, with a particular emphasis on community banks.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Height Capital Markets	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	21 contacts →
	Exact match “Height Capital Markets is a privately-held capital markets firm that provides research, advisory and investment banking services to institutional investors, financial sponsors…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Ascend Capital Group	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	1-10	17 contacts →
	Exact match “At Ascend, we think outside the transaction to the people behind it.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Olsen Palmer LLC	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	16 contacts →
	Exact match “Olsen Palmer LLC is a specialized investment banking firm that provides merger and acquisition, valuation, and strategic advice exclusively to independent community banks and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Capital Asset Management Group	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	16 contacts →
	Exact match “At Capital Asset Management Group, we help our clients to implement and nurture the strategic plans developed through our learning center, the Institute for Financial Independence.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Springharbor Financial Group LLC	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	13 contacts →
	Exact match “SpringHarbor is a private investment firm based in Washington, DC founded by former Comptroller of the Currency, Eugene Ludwig.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Taylor Advisory LLC	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	12 contacts →
	Exact match “Taylor is a strategic M&A advisory firm with the mission to generate wealth and fulfillment for our clients, associates, and shareholders by building trusted relationships…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Greengate LLC	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	12 contacts →
	Exact match “Greengate was founded in 2005 by senior financial professionals with extensive backgrounds in project and structured finance.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	3wire Partners	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	11 contacts →
	Exact match “3Wire Partners is an independent investment and merchant bank focused on the aerospace, defense, and government (ADG) markets.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Blitzer, Clancy & Company	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “Blitzer, Clancy & Company is a global leader in M&A advisory, growth consulting, and strategic advisory services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Magnitude Global Finance	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “Magnitude Global Finance (MGF) focuses on finding solutions to the most challenging financing issues faced by companies, donors, and governments.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Gray Global Advisors, LLC	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Gray Global Advisors is a full-service advisory firm that provides innovative industry focused strategic development and implementation services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Trafalgar Capital Partners	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Trafalgar Capital Partners is a differentiated global investment and merchant banking firm, with a focus on technology, media and telecommunications.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	OAG M&a Transaction Services O'connell Advisory Group	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “OAG is a team of CPA M&A advisors who provide Financial Due Diligence and Transaction Advisory Services for Entrepreneurs and Investors.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Cortland Valuation Group, INC	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Cortland Valuation Group, Inc.(CVG) provides valuation and financial advisory services to public and private corporations, governments, accounting and law firms, banks and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Jewett And Company	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	5 contacts →
	Exact match “Your business is our business.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Izar Capital Group	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	5 contacts →
	Exact match “We create, structure and execute custom-made corporate finance (M&A, Joint Venture/Partnership, Financing) and operational solutions that enhance and optimize business…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Kahn Partners	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	4 contacts →
	Exact match “Kahn Partners offers its clients a comprehensive and one-stop-shop experience in strategic mergers and acquisitions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	LN Holdings INC	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “LN Holdings Inc.(LNH) is a boutique M&A and business advisory firm focused on the government contracting marketplace.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Cortland Advisors, LLC	Exact match	Washington, DC, United StatesHQ recorded Sep 16, 2026	11-50	3 contacts →
	Exact match “Cortland Advisors is a mergers and acquisitions advisory firm providing experienced expertise by industry professionals that have successfully created, grown, acquired and exited…” 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 72 boutique investment banks based in Washington, United States

See the full list, filter by size, metro and specialty, and access 278 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 16, 2026

48.9%Verified-email coverage

7.9Average contacts per company

1-10Median size (employees)

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 Washington, so it is reported there. Company counts and contact totals on this page are exact for Washington, over 72 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 Washington, 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 278 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 Washington, United States?

RevenueBase identified 72 company matches for boutique investment banks associated with Washington, 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?

Delphos 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). Washington has 72.

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 278 professional contacts with verified work emails tracked across these 72 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.