Company lists · Data refreshed October 2026

Top 25 Independent investment banks based in Austin, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 14, 2026 82 companies tracked

RevenueBase identified 82 company matches for independent investment banks associated with Austin, United States as of October 2026 and tracks 1,053 professional contacts across them, including 491 with verified work emails. Across the United States, New York is the largest hub for this category (942 companies); Austin has 82.

This list covers company matches for independent investment banks associated with Austin, 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 October 14, 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 Oct 14, 2026 How this list was built

82Companies

1,053Contacts tracked

491Verified emails

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The 25 largest independent investment banks based in Austin, United States

Ranked by team size

Top 25 of 82 company matches for independent investment banks based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 14, 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	Bridgepoint Consulting	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	201-500	246 contacts →
	Exact match “Bridgepoint Consulting, an Addison Group company, is a leading management consulting firm that offers a full suite of services and solutions to help companies navigate the…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
2	Kestra Holdings	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	1,001-5,000	93 contacts →
	Exact match “Kestra Holdings is an ecosystem of financial firms united in their commitment to deliver a full end-to-end suite of wealth management solutions for independent financial…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
3	Samco Capital Markets	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	51-200	83 contacts →
	Exact match “SAMCO Capital Markets, Inc.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
4	Westlake Securities	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	11-50	62 contacts →
	Exact match “Westlake Securities is an award winning middle market investment bank founded in 2003 and headquartered in Austin, Texas.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
5	Sheshunoff Consulting Solutions	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	51-200	61 contacts →
	Exact match “For over 40 years, Sheshunoff Consulting + Solutions has been committed to helping financial institutions manage risk and drive financial improvement.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
6	Bluespring Wealth Partners	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	11-50	60 contacts →
	Exact match “Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
7	Madison Street Capital	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	51-200	50 contacts →
	Exact match “MADISON STREET CAPITAL, is an international investment banking firm committed to the highest standards of integrity and service in providing corporate financial advisory services…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
8	General Ledger Partners, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	11-50	15 contacts →
	Exact match “General Ledger Partners is an advisory firm that delivers financial confidence to businesses and their supporting institutional investors.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
9	Yacktman Asset Management LP	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	11-50	15 contacts →
	Exact match “Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
10	Valiant Capital	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	11-50	15 contacts →
	Exact match “Valiant Capital is a leading capital advisory and lending firm, empowering businesses nationwide with a strategic focus on the vibrant Texas market.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
11	Lion Business Advisors	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	11-50	15 contacts →
	Exact match “The team at Lion Business Advisors are trusted mergers and acquisition specialists who put their client’s needs first.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
12	PH Partners	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	11-50	14 contacts →
	Exact match “pH Partners, LLC, is a boutique investment banking firm delivering specialized M&A advisory, capital formation, and strategic partnership solutions to companies at the convergence…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
13	Scaleview Partners	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	11-50	13 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 · Oct 14, 2026 · View company records in RevenueBase
14	Focus Strategies Investment Banking	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	11-50	13 contacts →
	Exact match “Focus Strategies is a leading middle market investment bank based in Austin, Texas that specializes in merger and acquisition advisory, raising capital and providing strategic…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
15	Metric Point Capital	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	11-50	13 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 · Oct 14, 2026 · View company records in RevenueBase
16	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Oct 14, 2026	1-10	11 contacts →
	Exact match “Ironoak Wealth, LLC is a financial services firm that represents a diverse group of clients seeking to effectively engage in financial planning, Investment management.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
17	Navidar	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	11-50	11 contacts →
	Exact match “Navidar, with a local presence in Austin, Cleveland, Dallas, Denver, Indianapolis and Minneapolis, is a rapidly growing and entrepreneurial investment banking firm that provides…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
18	Northview Advisors	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	1-10	9 contacts →
	Exact match “Founded in 2010, NorthView Advisors LLC specializes in representing lower middle market companies nationwide looking to raise capital, refinance, restructure, monetize, sell…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
19	Harrell Investment Partners	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	1-10	8 contacts →
	Exact match “Our mission is to create a clear path for building and sustaining wealth with a mix of services tailored to your financial goals.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
20	Ibex Inc. Middle Market Business Brokers	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	1-10	7 contacts →
	Exact match “IBEX business exchange” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
21	Good Merger	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	1-10	7 contacts →
	Exact match “We are a team of dedicated brokers focused on providing excellence in our transactions.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
22	Corporate Investment	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	1-10	7 contacts →
	Exact match “Corporate Investment is a financial advisory company specializing in business sales and mergers and acquisitions.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
23	Versal	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	1-10	6 contacts →
	Exact match “Versal was founded in 2022 by seasoned industry leaders Bill Bellomy, Michael Johnson and Hugh Horne.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
24	Lane Four Capital Partners	Exact match	Austin, TX, United StatesHQ recorded Oct 14, 2026	1-10	6 contacts →
	Exact match “Lane Four Capital Partners (“L4CP”) is a debt capital markets advisory firm that serves the middle market.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
25	Eton Venture Services	Exact match	Austin, United StatesHQ recorded Oct 14, 2026	11-50	5 contacts →
	Exact match “Established in 2010, Eton Venture Services delivers best-in-class independent valuation and M&A advisory services through deep expertise, analytical rigor, and hands-on…” Recorded in the RevenueBase company graph · Oct 14, 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 “independent 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 82 independent investment banks based in Austin, United States

See the full list, filter by size, metro and specialty, and access 491 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Independent investment banks based in Austin, United States at a glance

As of Oct 14, 2026

46.6%Verified-email coverage

12.8Average contacts per company

1-10Median size (employees)

Oct 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 82 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 Austin, United States whose business descriptions match “independent 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 491 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 October 14, 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.

Independent 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 “independent investment banks”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many independent investment banks are there based in Austin, United States?

RevenueBase identified 82 company matches for independent investment banks associated with Austin, United States as of October 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?

Bridgepoint Consulting 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 independent investment banks?

New York leads the United States with 942 company records, followed by Chicago (213) and Los Angeles (184). Austin has 82.

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 491 professional contacts with verified work emails tracked across these 82 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 October 14, 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.