Company lists · Data refreshed September 2026
Top 23 Commercial banking consulting firms based in Boston, United States
RevenueBase identified 34 commercial banking consulting firms headquartered in Boston, United States as of September 2026 and tracks 12,986 professional contacts across them, including 922 with verified work emails. Across the United States, New York is the largest hub for this category (297 companies); Boston has 34.
This list covers commercial banking consulting firms headquartered in Boston, 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 27, 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.
The 23 largest commercial banking consulting firms based in Boston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,031 contacts → | ||||
Indirect evidence “Berkshire Bank is a division of Beacon Bank & Trust, commonly known as Beacon Bank, a subsidiary of Beacon Financial Corporation (NYSE: BBT).” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 276 contacts → | ||||
Partial evidence “For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 95 contacts → | ||||
Indirect evidence “G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 54 contacts → | ||||
Strong evidence “Tyton Partners is the leading provider of investment banking and strategy consulting services to the global knowledge sector.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 36 contacts → | ||||
Partial evidence “Covington Associates is an investment banking firm offering advisory services in the areas of M&A, capital raising, strategic advisory, fairness opinions, and valuations to…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 20 contacts → | ||||
Partial evidence “BellMark Partners, LLC is an independent investment bank that provides M&A advisory and investment banking services to middle market companies.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 15 contacts → | ||||
Partial evidence “Tully & Holland is one of Boston’s most active independently owned investment banking firms.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 14 contacts → | ||||
Partial evidence “Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 12 contacts → | ||||
Partial evidence “The Michel-Shaked Group provides corporate finance, expert testimony, and business consulting services to law firms, government entities, and corporations worldwide.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 11 contacts → | ||||
Partial evidence “Bridging Excellence and Opportunity* Founded in 2002, Global Atlantic Partners is a global leader in financial consulting and outsourcing, dedicated to empowering businesses…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Partial evidence “Since 1995 Barrington Partners has specialized in providing strategy level consulting to the financial services and management industry on a global basis.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence “Founded in 1978, Kaufman & Company is a boutique investment bank focused on providing M&A advisory and private placement services to middle and emerging market companies.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “J.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Partial evidence “Crossroads Regulatory Consulting provides expert consulting services that empower organizations to navigate complex regulatory landscapes with confidence, ensuring compliance…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Partial evidence “Keene Advisors is an independent investment bank and strategy consulting firm built to serve private, founder-led, and family-owned companies.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “I believe that understanding the story behind a business is just as important as the numbers it produces.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Partial evidence “BT Capital Group is a boutique, full-service Investment Bank and Consulting firm based in Boston, MA and Los Angeles, CA.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “Free Pier Advisors provides investment banking and financial advisory services for clients pursuing M&A, capital raise and other strategic transactions.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “Prosperity Analytics provides strategic consulting services for businesses aspiring to grow and place structure around financial operations.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “Dillon Capital Advisors, LLC is a Boston based consulting and advisory firm.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Partial evidence “Engaging and Advancing Bank Talent Who we are: A dedicated team of career bankers and search professionals with deep industry knowledge, an unmatched local network of banking…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Strong evidence “Banking & Payments Group is a management consulting firm dedicated to serving the banking and payments industry.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
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: commercial banking consulting firms. 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 commercial banking consulting firms.
- Partial evidence
- Its own public description names part of commercial banking consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name commercial banking consulting firms. 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 23 of 34 commercial banking consulting firms based in Boston, United States
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Commercial banking consulting firms based in Boston, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 34 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 commercial banking consulting firms, 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 Boston, United States whose own description of what they do matches “commercial banking consulting firms”. 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 commercial banking consulting firms), 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 commercial banking consulting firms, and records with no verified work email. Companies headquartered outside Boston 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, 922 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 27, 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.
Commercial banking consulting firms by metro in the United States
- Commercial banking consulting firms in New York297
- Commercial banking consulting firms in Chicago65
- Commercial banking consulting firms in Miami58
- Commercial banking consulting firms in Atlanta56
- Commercial banking consulting firms in Dallas55
- Commercial banking consulting firms in Los Angeles49
- Commercial banking consulting firms in Houston47
- Commercial banking consulting firms in Charlotte43
- Commercial banking consulting firms in San Francisco40
- Commercial banking consulting firms in Denver35
- Commercial banking consulting firms in Washington30
- Commercial banking consulting firms in Tampa29
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 commercial banking consulting firms, 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 commercial banking consulting firms are there based in Boston, United States?
RevenueBase identified 34 commercial banking consulting firms headquartered in Boston, 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?
Berkshire Bank, headquartered in Boston, tops this list with the largest team on record.
Which city in the United States has the most commercial banking consulting firms?
New York leads the United States with 297 headquartered companies, followed by Chicago (65) and Miami (58). Boston has 34.
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 922 verified decision-maker contacts tracked across these 34 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 27, 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.
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