Company lists · Data refreshed September 2026
Top 25 Investment bank executives based in Houston, United States
RevenueBase identified 95 investment bank executives headquartered in Houston, United States as of September 2026 and tracks 872 professional contacts across them, including 221 with verified work emails. New York is the largest hub.
This list covers investment bank executives headquartered in Houston, 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 17, 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 25 largest investment bank executives based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 166 contacts → | ||||
Indirect evidence “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 2 | 99 contacts → | ||||
Strong evidence “Founded in 2003, England & Company is an independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructurings, and capital…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 3 | 80 contacts → | ||||
Partial evidence “Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 4 | 42 contacts → | ||||
Partial evidence “GulfStar is one of the leading middle market investment banking firms in the United States, with deep experience in mergers and acquisitions, private capital placement and…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 5 | 31 contacts → | ||||
Indirect evidence “Statesman Business Advisors, LLC (“Statesman”) is a unique financial advisory and services firm dedicated to serving the corporate finance needs of privately held companies and…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 6 | 24 contacts → | ||||
Partial evidence “At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 7 | 24 contacts → | ||||
Strong evidence “Petrie Partners is a boutique investment bank that specializes in M&A, A&D and strategic advisory for the energy industry.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 8 | 24 contacts → | ||||
Strong evidence “Entoro Capital, LLC (Entoro) is a technology-enabled investment bank and advisory group that elevates traditional banking services with the efficiency of modern technology.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 9 | 22 contacts → | ||||
Indirect evidence “We are a diversified advisory firm serving the global industrial sector.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 10 | 19 contacts → | ||||
Partial evidence “At WoodRock & Co, we provide investment banking services with a highly quantitative approach, a commitment to excellence, and a passion for developing enduring client…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 11 | 18 contacts → | ||||
Indirect evidence “Certified Business Brokers (CBB) has been helping Texas business owners buy and sell businesses since 1974 - making us one of the oldest and most experienced business brokerage…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 12 | 14 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 13 | 13 contacts → | ||||
Indirect evidence “Since its formation in 2003, PPHB has advised on more than 160 transactions with approximately $11 billion in total value.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Indirect evidence “We help companies grow their businesses, aligning them with the right capital partners and strategic relationships.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Indirect evidence “Say Yes!” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Indirect evidence “We have a passion for- Improving the value and performance of privately owned businesses - Assisting business owners prepare for transition events, whether internal or external -…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “Facila Group is a private company headquartered in the United States and active throughout North and Latin America that provides a full-range of financial and advisory services to…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Indirect evidence “Based in Houston, Texas with additional offices in Dallas and Austin, U.S.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Indirect evidence “TruView Business Advisors is a business brokerage and advisory firm specializing in confidential sales of privately held business between $500k and $10m across all industries.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Indirect evidence “Acquest Advisors, founded in 2007, is a leading M&A advisory boutique serving clients in the upstream, midstream and downstream energy and chemical industries” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Indirect evidence “PaintMire is an advisory firm with problem solving expertise to work with clients on value added decisions related to strategic options, change management, process and efficiency…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Partial evidence “Fieldstone Partners is a merchant banking firm focused on specialized financial advisory services for corporate clients and private equity investments across a broad range of…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect evidence “Our collective years of owning and operating companies positions us well to strengthen the core of a business and continue its legacy.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Indirect evidence “As an independent financial advisor, we work closely with our clients to tailor optimal strategic solutions that meet their objectives, unburdened by the internal and external…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 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: investment bank executives. 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 investment bank executives.
- Partial evidence
- Its own public description names part of investment bank executives, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment bank executives. 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 95 investment bank executives based in Houston, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 221 reachable decision-makers.
Free signup · no credit card
Investment bank executives based in Houston, United States at a glance
As of Sep 17, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 95 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 investment bank executives, 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 Houston, United States whose own description of what they do matches “investment bank executives”. 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 investment bank executives), 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 investment bank executives, and records with no verified work email. Companies headquartered outside Houston 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, 221 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 17, 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.
Investment bank executives by metro in the United States
- Investment bank executives in New York679
- Investment bank executives in Chicago152
- Investment bank executives in Los Angeles137
- Investment bank executives in Dallas105
- Investment bank executives in Houston95
- Investment bank executives in Atlanta93
- Investment bank executives in Miami93
- Investment bank executives in San Francisco87
- Investment bank executives in Boston70
- Investment bank executives in Charlotte62
- Investment bank executives in Denver55
- Investment bank executives in Austin50
- Investment bank executives in Washington43
- Investment bank executives in Newport Beach37
- Investment bank executives in Tampa37
- Investment bank executives in San Diego36
- Investment bank executives in Boca Raton35
- Investment bank executives in Minneapolis31
- Investment bank executives in New York City31
- Investment bank executives in Scottsdale31
- Investment bank executives in Irvine25
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 investment bank executives, 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 investment bank executives are there based in Houston, United States?
RevenueBase identified 95 investment bank executives headquartered in Houston, 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?
Next Financial Group, headquartered in Houston, tops this list with the largest team on record.
Which city has the most investment bank executives?
New York leads with 679 headquartered companies, followed by Chicago (152) and Los Angeles (137).
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 221 verified decision-maker contacts tracked across these 95 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 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 95 investment bank executives based in Houston, United States. Start with a free account, no credit card.
Download this list →Related lists
Investment bank executives by geography
- Investment bank executives based in Brisbane, Australia
- Investment bank executives based in Melbourne, Australia
- Investment bank executives based in Perth, Australia
- Investment bank executives based in Sydney, Australia
- Investment bank executives based in Curitiba, Brazil
- Investment bank executives based in Rio De Janeiro, Brazil
- Investment bank executives based in Sao Paulo, Brazil
- Investment bank executives based in Calgary, Canada
- Investment bank executives based in Montreal, Canada
- Investment bank executives based in Toronto, Canada
- Investment bank executives based in Vancouver, Canada
- Investment bank executives based in Berlin, Germany
Browse the directory
Browse: Companies home · Investment bank executives in United States · All United States lists · All Investment bank executives lists · New lists
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment bank executives based in Brisbane, Australia
- Investment bank executives based in Melbourne, Australia
- Investment bank executives based in Perth, Australia
- Investment bank executives based in Sydney, Australia
- Investment bank executives based in Curitiba, Brazil
- Investment bank executives based in Rio De Janeiro, Brazil