Company lists · Data refreshed November 2026
Top 25 Cap table management advisors based in the United States
RevenueBase identified 133 company matches for cap table management advisors associated with the United States as of November 2026 and tracks 868 professional contacts across them, including 376 with verified work emails. New York is the largest hub.
This list covers company matches for cap table management advisors associated with the 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 November 6, 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.
The 25 largest cap table management advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 102 contacts → | ||||
Exact match “Pulley's mission is to make it easier for anyone to start a company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 86 contacts → | ||||
Exact match “Cake Equity is the best cap table and equity management software for startup founders who want to accelerate team motivation through equity ownership.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 60 contacts → | ||||
Exact match “Monument Group is a leading global independent full-service capital advisory and fundraising partner in alternative investments with offices in the U.S, Europe and Asia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 58 contacts → | ||||
Exact match “With over $9 trillion in company assets valued for clients ranging from pre-seed startups to unicorns, SMEs, and VCs, Eqvista is one of the leading valuation and equity management…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 39 contacts → | ||||
Exact match “Since 1996, Croft & Bender has provided M&A, private capital raising, and financial advisory services to middle-market and emerging growth companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “EBB Group was founded over 25 years ago when CEO, Eric White, began executing small-business M&A transactions by himself in Dallas, TX.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 17 contacts → | ||||
Exact match “OPCO Advisory is an execution-focused advisory firm serving the Capital Markets Ecosystem.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 17 contacts → | ||||
Exact match “FocusPoint Private Capital Group (“FocusPoint”) is an independent capital raising and advisory firm specializing in providing customized and highly focused fundraising services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “Nth Round is a software company on a mission to create a more transparent and efficient private market.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 15 contacts → | ||||
Exact match “Metric Point Capital (“Metric Point”) is a capital advisory firm specializing in raising institutional capital for alternative investment managers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “ScaleView Partners guides high growth technology entrepreneurs to help them maximize value when raising growth capital or selling their business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “CreoValo partners with wealth advisors to help business owners understand their strategic alternatives with clarity and confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “Amplify Capital Group is a national advisory firm for mergers and acquisitions and capital advisory services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “Riverwalk Capital Partners advises and manages Riverwalk GP and funds, offering investors access to venture capital investing and private placement deals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Fife Avenue Partners was established to provide quality accounting and consulting services to micro venture capital firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “Next Round Capital is an advisory firm focused on private markets (primarily VC + Co-Investments).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “CG CAPITAL is a strategic capital markets development firm focused on small-to-midcap companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Sage Rhino Capital LLC is a Registered Investment Adviser redefining financial advice through the power of true integration.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “GSqrd is an independent consultant providing capital management to the venture and entrepreneurial community.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Acresis is a full- service, transatlantic firm dedicated to helping Founders achieve their full potential.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “We're at the intersection of human communication, intelligent automation and rapid execution when it comes to private and public company securities transfers and compliance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “Compass Advisors is a boutique M&A advisory firm guiding entrepreneurs seeking to secure growth capital, personal liquidity, or a business sale.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “CapMatrix is a full-service capital advisory firm specializing in capital markets, investment banking advisory, investment sales, and asset management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Checkmate Equity offers three key equity related services: Equity Administration, Premier Onboarding, and Cap Table Audits.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “At TechStrat we help entrepreneurs, CEOs and shareholders grow and fund technology businesses.” Recorded in the RevenueBase company graph · Nov 6, 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 “cap table management advisors”. 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 133 cap table management advisors based in the United States
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Cap table management advisors based in the United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 133 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 the United States whose business descriptions match “cap table management advisors” 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 376 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 November 6, 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.
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 “cap table management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many cap table management advisors are there based in the United States?
RevenueBase identified 133 company matches for cap table management advisors associated with the United States as of November 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?
Pulley tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most cap table management advisors?
New York leads with 20 company records, followed by San Francisco (7) and Atlanta (6).
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 376 professional contacts with verified work emails tracked across these 133 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 133 cap table management advisors based in the United States. Start with a free account, no credit card.
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Cap table management advisors based in Canada
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 cap table management advisors based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 133 matching company records for cap table management advisors based in the United States, with 868 tracked contacts and 376 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 cap table management advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Pulleypulley.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 102 contacts → |
“Pulley's mission is to make it easier for anyone to start a company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  CAKEcakeequity.comHQ: Venice, CA, United StatesReported employees: 11-50 | Venice, CA, United States | 11-50 | Exact match | 86 contacts → |
“Cake Equity is the best cap table and equity management software for startup founders who want to accelerate team motivation through equity ownership.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Monument Groupmonumentgroup.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 60 contacts → |
“Monument Group is a leading global independent full-service capital advisory and fundraising partner in alternative investments with offices in the U.S, Europe and Asia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Eqvistaeqvista.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 58 contacts → |
“With over $9 trillion in company assets valued for clients ranging from pre-seed startups to unicorns, SMEs, and VCs, Eqvista is one of the leading valuation and equity management…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Croft & Bendercroft-bender.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 39 contacts → |
“Since 1996, Croft & Bender has provided M&A, private capital raising, and financial advisory services to middle-market and emerging growth companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  EBB Groupebbgroup.netHQ: Frisco, TX, United StatesReported employees: 11-50 | Frisco, TX, United States | 11-50 | Exact match | 18 contacts → |
“EBB Group was founded over 25 years ago when CEO, Eric White, began executing small-business M&A transactions by himself in Dallas, TX.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Opco Advisory INCopcoadvisory.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 17 contacts → |
“OPCO Advisory is an execution-focused advisory firm serving the Capital Markets Ecosystem.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Focuspoint Private Capital Groupfpcgllc.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 17 contacts → |
“FocusPoint Private Capital Group (“FocusPoint”) is an independent capital raising and advisory firm specializing in providing customized and highly focused fundraising services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  NTH Roundnthround.comHQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 16 contacts → |
“Nth Round is a software company on a mission to create a more transparent and efficient private market.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Metric Point Capitalmetricpoint.comHQ: Austin, NY, United StatesReported employees: 11-50 | Austin, NY, United States | 11-50 | Exact match | 15 contacts → |
“Metric Point Capital (“Metric Point”) is a capital advisory firm specializing in raising institutional capital for alternative investment managers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Scaleview Partnersscaleviewpartners.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 15 contacts → |
“ScaleView Partners guides high growth technology entrepreneurs to help them maximize value when raising growth capital or selling their business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Creovalocreovalo.comHQ: Austin, MI, United StatesReported employees: 11-50 | Austin, MI, United States | 11-50 | Exact match | 14 contacts → |
“CreoValo partners with wealth advisors to help business owners understand their strategic alternatives with clarity and confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Amplify Capital Groupamplifycapgroup.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 13 contacts → |
“Amplify Capital Group is a national advisory firm for mergers and acquisitions and capital advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Riverwalk Capital Partnersriverwalkcap.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 10 contacts → |
“Riverwalk Capital Partners advises and manages Riverwalk GP and funds, offering investors access to venture capital investing and private placement deals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Fife Avenue Partners, LLCfifeavenuepartners.vcHQ: Danville, CA, United StatesReported employees: 1-10 | Danville, CA, United States | 1-10 | Exact match | 8 contacts → |
“Fife Avenue Partners was established to provide quality accounting and consulting services to micro venture capital firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Next Round Capital Partnersnextroundcap.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 8 contacts → |
“Next Round Capital is an advisory firm focused on private markets (primarily VC + Co-Investments).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  CG Capitalcg.capitalHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 8 contacts → |
“CG CAPITAL is a strategic capital markets development firm focused on small-to-midcap companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Sage Rhino Capital LLCsagerhino.comHQ: Menlo Park, CA, United StatesReported employees: 1-10 | Menlo Park, CA, United States | 1-10 | Exact match | 7 contacts → |
“Sage Rhino Capital LLC is a Registered Investment Adviser redefining financial advice through the power of true integration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Gsqrd Consultinggsqrdconsulting.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“GSqrd is an independent consultant providing capital management to the venture and entrepreneurial community.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Acresis, LLCacresis.comHQ: The Woodlands, CA, United StatesReported employees: 11-50 | The Woodlands, CA, United States | 11-50 | Exact match | 7 contacts → |
“Acresis is a full- service, transatlantic firm dedicated to helping Founders achieve their full potential.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Equity Stock Transferequitystock.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“We're at the intersection of human communication, intelligent automation and rapid execution when it comes to private and public company securities transfers and compliance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Compass Advisorscompass-advisors.comHQ: Bozeman, MT, United StatesReported employees: 1-10 | Bozeman, MT, United States | 1-10 | Exact match | 7 contacts → |
“Compass Advisors is a boutique M&A advisory firm guiding entrepreneurs seeking to secure growth capital, personal liquidity, or a business sale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Capmatrix LTDcapmatrixltd.comHQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 6 contacts → |
“CapMatrix is a full-service capital advisory firm specializing in capital markets, investment banking advisory, investment sales, and asset management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Checkmate Equitycheckmateequity.comHQ: Salt Lake City, UT, United StatesReported employees: 1-10 | Salt Lake City, UT, United States | 1-10 | Exact match | 5 contacts → |
“Checkmate Equity offers three key equity related services: Equity Administration, Premier Onboarding, and Cap Table Audits.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Techstrat LTDtechstrat.comHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 5 contacts → |
“At TechStrat we help entrepreneurs, CEOs and shareholders grow and fund technology businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 133 company matches
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Cap table management advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
133 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 133 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for cap table management advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many cap table management advisors did RevenueBase find based in the United States?
The saved snapshot records 133 matching company records, 868 tracked contacts and 376 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cap table management advisors by geography
Cite this list
RevenueBase Data Team. Top 25 cap table management advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/cap-table-management-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Cap table management advisors based in Canada
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 cap table management advisors based in the United States
RevenueBase records 133 matching company records for cap table management advisors based in the United States, with 868 tracked contacts and 376 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 cap table management advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Pulleypulley.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 102 contacts → |
“Pulley's mission is to make it easier for anyone to start a company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | CAKEcakeequity.com HQ: Venice, CA, United StatesReported employees: 11-50 | Venice, CA, United States | 11-50 | Exact match | 86 contacts → |
“Cake Equity is the best cap table and equity management software for startup founders who want to accelerate team motivation through equity ownership.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Monument Groupmonumentgroup.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 60 contacts → |
“Monument Group is a leading global independent full-service capital advisory and fundraising partner in alternative investments with offices in the U.S, Europe and Asia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Eqvistaeqvista.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 58 contacts → |
“With over $9 trillion in company assets valued for clients ranging from pre-seed startups to unicorns, SMEs, and VCs, Eqvista is one of the leading valuation and equity management…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Croft & Bendercroft-bender.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 39 contacts → |
“Since 1996, Croft & Bender has provided M&A, private capital raising, and financial advisory services to middle-market and emerging growth companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | EBB Groupebbgroup.net HQ: Frisco, TX, United StatesReported employees: 11-50 | Frisco, TX, United States | 11-50 | Exact match | 18 contacts → |
“EBB Group was founded over 25 years ago when CEO, Eric White, began executing small-business M&A transactions by himself in Dallas, TX.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Opco Advisory INCopcoadvisory.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 17 contacts → |
“OPCO Advisory is an execution-focused advisory firm serving the Capital Markets Ecosystem.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Focuspoint Private Capital Groupfpcgllc.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 17 contacts → |
“FocusPoint Private Capital Group (“FocusPoint”) is an independent capital raising and advisory firm specializing in providing customized and highly focused fundraising services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | NTH Roundnthround.com HQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 16 contacts → |
“Nth Round is a software company on a mission to create a more transparent and efficient private market.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Metric Point Capitalmetricpoint.com HQ: Austin, NY, United StatesReported employees: 11-50 | Austin, NY, United States | 11-50 | Exact match | 15 contacts → |
“Metric Point Capital (“Metric Point”) is a capital advisory firm specializing in raising institutional capital for alternative investment managers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Scaleview Partnersscaleviewpartners.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 15 contacts → |
“ScaleView Partners guides high growth technology entrepreneurs to help them maximize value when raising growth capital or selling their business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Creovalocreovalo.com HQ: Austin, MI, United StatesReported employees: 11-50 | Austin, MI, United States | 11-50 | Exact match | 14 contacts → |
“CreoValo partners with wealth advisors to help business owners understand their strategic alternatives with clarity and confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Amplify Capital Groupamplifycapgroup.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 13 contacts → |
“Amplify Capital Group is a national advisory firm for mergers and acquisitions and capital advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Riverwalk Capital Partnersriverwalkcap.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 10 contacts → |
“Riverwalk Capital Partners advises and manages Riverwalk GP and funds, offering investors access to venture capital investing and private placement deals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fife Avenue Partners, LLCfifeavenuepartners.vc HQ: Danville, CA, United StatesReported employees: 1-10 | Danville, CA, United States | 1-10 | Exact match | 8 contacts → |
“Fife Avenue Partners was established to provide quality accounting and consulting services to micro venture capital firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Next Round Capital Partnersnextroundcap.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 8 contacts → |
“Next Round Capital is an advisory firm focused on private markets (primarily VC + Co-Investments).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | CG Capitalcg.capital HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 8 contacts → |
“CG CAPITAL is a strategic capital markets development firm focused on small-to-midcap companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sage Rhino Capital LLCsagerhino.com HQ: Menlo Park, CA, United StatesReported employees: 1-10 | Menlo Park, CA, United States | 1-10 | Exact match | 7 contacts → |
“Sage Rhino Capital LLC is a Registered Investment Adviser redefining financial advice through the power of true integration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Gsqrd Consultinggsqrdconsulting.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 7 contacts → |
“GSqrd is an independent consultant providing capital management to the venture and entrepreneurial community.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Acresis, LLCacresis.com HQ: The Woodlands, CA, United StatesReported employees: 11-50 | The Woodlands, CA, United States | 11-50 | Exact match | 7 contacts → |
“Acresis is a full- service, transatlantic firm dedicated to helping Founders achieve their full potential.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Equity Stock Transferequitystock.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“We're at the intersection of human communication, intelligent automation and rapid execution when it comes to private and public company securities transfers and compliance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Compass Advisorscompass-advisors.com HQ: Bozeman, MT, United StatesReported employees: 1-10 | Bozeman, MT, United States | 1-10 | Exact match | 7 contacts → |
“Compass Advisors is a boutique M&A advisory firm guiding entrepreneurs seeking to secure growth capital, personal liquidity, or a business sale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Capmatrix LTDcapmatrixltd.com HQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 6 contacts → |
“CapMatrix is a full-service capital advisory firm specializing in capital markets, investment banking advisory, investment sales, and asset management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Checkmate Equitycheckmateequity.com HQ: Salt Lake City, UT, United StatesReported employees: 1-10 | Salt Lake City, UT, United States | 1-10 | Exact match | 5 contacts → |
“Checkmate Equity offers three key equity related services: Equity Administration, Premier Onboarding, and Cap Table Audits.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Techstrat LTDtechstrat.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 5 contacts → |
“At TechStrat we help entrepreneurs, CEOs and shareholders grow and fund technology businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 133 company matches
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Cap table management advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
133 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 133 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for cap table management advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many cap table management advisors did RevenueBase find based in the United States?
The saved snapshot records 133 matching company records, 868 tracked contacts and 376 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cap table management advisors by geography
Cite this list
RevenueBase Data Team. Top 25 cap table management advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/cap-table-management-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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