Company lists · Data refreshed September 2026

Top 25 Boutique investment banks worldwide

Name: Boutique investment banks worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 22,951 companies tracked

RevenueBase identified 22,951 boutique investment banks worldwide as of September 2026 and tracks 352,632 professional contacts across them, including 128,449 with verified work emails and 0 with mobile numbers. The United States is the largest market and London the largest hub.

This list covers boutique investment banks worldwide, 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. Country and city lists for boutique investment banks follow the table.

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

22,951Companies

352,632Contacts tracked

128,449Verified emails

0Mobile numbers

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The 25 largest boutique investment banks worldwide

Ranked by team size

Top 25 of 22,951 boutique investment banks worldwide, 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	SAFRA	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 16, 2026	10001+	10,838 contacts →
	Indirect evidence “Somos referência em investimentos.” Source: RevenueBase Database · checked Sep 16, 2026
2	RBC Capital Markets	Indirect evidence	Toronto, ON, CanadaHQ checked Sep 16, 2026	5,001-10,000	10,594 contacts →
	Indirect evidence “RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an…” Source: RevenueBase Database · checked Sep 16, 2026
3	Jefferies	Partial evidence	New York City, NY, United StatesHQ checked Sep 16, 2026	5,001-10,000	7,353 contacts →
	Partial evidence “Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management…” Source: RevenueBase Database · checked Sep 16, 2026
4	BAIRD	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 16, 2026	5,001-10,000	5,330 contacts →
	Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 16, 2026
5	CICC	Partial evidence	Beijing, ChinaHQ checked Sep 16, 2026	10001+	5,216 contacts →
	Partial evidence “China International Capital Corporation Limited (CICC, 03908.HK601995.SH) is a top tier investment bank, founded in China in 1995, providing first-class financial services to…” Source: RevenueBase Database · checked Sep 16, 2026
6	Rothschild & CO	Indirect evidence	Paris, ItalyHQ checked Sep 16, 2026	1,001-5,000	5,161 contacts →
	Indirect evidence “Rothschild & Co is one of the world's largest independent financial advisory groups.” Source: RevenueBase Database · checked Sep 16, 2026
7	Lazard	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	3,912 contacts →
	Indirect evidence “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Source: RevenueBase Database · checked Sep 16, 2026
8	Houlihan Lokey	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 16, 2026	1,001-5,000	3,576 contacts →
	Partial evidence “Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and…” Source: RevenueBase Database · checked Sep 16, 2026
9	Evercore	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	3,296 contacts →
	Partial evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 16, 2026
10	Oppenheimer & Co. INC	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	3,006 contacts →
	Partial evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Sep 16, 2026
11	JM Financial LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 16, 2026	1,001-5,000	2,424 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
12	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 16, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 16, 2026
13	William Blair	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1,001-5,000	2,324 contacts →
	Partial evidence “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Source: RevenueBase Database · checked Sep 16, 2026
14	Credicorp Capital	Indirect evidence	Lima, PeruHQ checked Sep 16, 2026	1,001-5,000	1,971 contacts →
	Indirect evidence “Somos la compañía de Asesoría y Gestión de Inversiones del grupo Credicorp Ltd, uno de los holdings financieros más grandes de la región.” Source: RevenueBase Database · checked Sep 16, 2026
15	Iifl Capital Services Limited	Partial evidence	Mumbai, IndiaHQ checked Sep 16, 2026	1,001-5,000	1,878 contacts →
	Partial evidence “IIFL Capital is a full-service financial institution, integrating Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform.” Source: RevenueBase Database · checked Sep 16, 2026
16	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 16, 2026
17	Partners Financial Services, A.S	Indirect evidence	Praha 4 – Chodov, Czech RepublicHQ checked Sep 16, 2026	1,001-5,000	1,775 contacts →
	Indirect evidence “Česká akciová společnost Partners Financial Services, a.s, zahájila svou činnost v červnu roku 2007 a její hlavní aktivitou je poskytování nezávislého finančního poradenství.” Source: RevenueBase Database · checked Sep 16, 2026
18	Captrust	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,768 contacts →
	Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 16, 2026
19	Guggenheim Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,748 contacts →
	Partial evidence “Guggenheim Partners is a global investment and advisory firm.” Source: RevenueBase Database · checked Sep 16, 2026
20	Moelis & Company	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,742 contacts →
	Partial evidence “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Source: RevenueBase Database · checked Sep 16, 2026
21	Findex	Indirect evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	1,001-5,000	1,664 contacts →
	Indirect evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 16, 2026
22	Wealth Enhancement	Indirect evidence	Plymouth, MN, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,516 contacts →
	Indirect evidence “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Source: RevenueBase Database · checked Sep 16, 2026
23	Cerity Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,491 contacts →
	Indirect evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 16, 2026
24	Lincoln International	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,489 contacts →
	Partial evidence “Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Source: RevenueBase Database · checked Sep 16, 2026
25	PJT Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	501-1,000	1,420 contacts →
	Partial evidence “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” 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 22,951 boutique investment banks worldwide

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Boutique investment banks worldwide at a glance

As of Sep 16, 2026

36.4%Verified-email coverage

15.4Average contacts per company

1-10Median size (employees)

5.0%Largest-city concentration · London

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

15,004

11-50

6,215

51-200

1,126

201-500

299

501-1,000

114

1,001-5,000

5,001-10,000

10001+

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.
Coverage: 58 countries, largest first: the United States, India, the United Kingdom, France, Brazil, Australia, Germany, Canada, Spain, the Netherlands and 48 more. Country and city lists for boutique investment banks are linked below.
What qualifies: Companies worldwide 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.
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, 128,449 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 location

135 lists · largest first

Every Boutique investment banks list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

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 worldwide?

RevenueBase identified 22,951 boutique investment banks worldwide 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?

SAFRA, headquartered in Sao Paulo, tops this list with the largest team on record.

Which country has the most boutique investment banks?

The United States leads with 7,663 companies, followed by India (1,824) and the United Kingdom (1,816). Every boutique investment banks list by country and city is linked on this page.

Which city has the most boutique investment banks?

London leads with 1141 headquartered companies, followed by New York (1036) and Paris (538).

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 128,449 verified decision-maker contacts tracked across these 22,951 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.