Company lists · Data refreshed September 2026

Top 25 Investment bank executives based in Washington, United States

Name: Investment bank executives based in Washington, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 43 companies tracked

RevenueBase identified 43 investment bank executives headquartered in Washington, United States as of September 2026 and tracks 319 professional contacts across them, including 170 with verified work emails. New York is the largest hub.

This list covers investment bank executives headquartered in Washington, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 17, 2026 86% judged on-target in blind review

43Companies

319Contacts tracked

170Verified emails

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The 25 largest investment bank executives based in Washington, United States

Ranked by team size

Top 25 of 43 investment bank executives based in Washington, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to investment bank executives: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Compass Point Research & Trading, LLC	Partial evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	11-50	48 contacts →
	Partial evidence “Compass Point Research & Trading, LLC is a full service investment banking firm providing investment banking, research, and sales and trading services to institutional investors.” Source: RevenueBase Database · checked Sep 17, 2026
2	Excalibur Investment Banking	Strong evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	11-50	32 contacts →
	Strong evidence “Excalibur is an Investment Bank that Represents Companies in Buy-Side Mergers & Acquisitions, Sell-Side Mergers & Acquisitions, and Capital Raising Transactions.” Source: RevenueBase Database · checked Sep 17, 2026
3	District Capital Partners	Partial evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	11-50	22 contacts →
	Partial evidence “District Capital Partners (DCP) is an investment banking firm that addresses a broad spectrum of financial and strategic needs for our client partners.” Source: RevenueBase Database · checked Sep 17, 2026
4	Luse Gorman, PC	Partial evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	11-50	21 contacts →
	Partial evidence “Luse Gorman was founded in 1993 as a specialty law firm dedicated to representing financial institutions, with a particular emphasis on community banks.” Source: RevenueBase Database · checked Sep 17, 2026
5	Height Capital Markets	Partial evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	11-50	21 contacts →
	Partial evidence “Height Capital Markets is a privately-held capital markets firm that provides research, advisory and investment banking services to institutional investors, financial sponsors…” Source: RevenueBase Database · checked Sep 17, 2026
6	Ascend Capital Group	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	1-10	17 contacts →
	Indirect evidence “At Ascend, we think outside the transaction to the people behind it.” Source: RevenueBase Database · checked Sep 17, 2026
7	Olsen Palmer LLC	Strong evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	11-50	16 contacts →
	Strong evidence “Olsen Palmer LLC is a specialized investment banking firm that provides merger and acquisition, valuation, and strategic advice exclusively to independent community banks and…” Source: RevenueBase Database · checked Sep 17, 2026
8	Atoll Financial Group	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Indirect evidence “Atoll Financial Group is a Washington, DC-based financial services company specializing in assisting public and privately-owned corporations in raising funds in the capital market…” Source: RevenueBase Database · checked Sep 17, 2026
9	Taylor Advisory LLC	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect evidence “Taylor is a strategic M&A advisory firm with the mission to generate wealth and fulfillment for our clients, associates, and shareholders by building trusted relationships…” Source: RevenueBase Database · checked Sep 17, 2026
10	Greengate LLC	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect evidence “Greengate was founded in 2005 by senior financial professionals with extensive backgrounds in project and structured finance.” Source: RevenueBase Database · checked Sep 17, 2026
11	Blitzer, Clancy & Company	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Indirect evidence “Blitzer, Clancy & Company is a global leader in M&A advisory, growth consulting, and strategic advisory services.” Source: RevenueBase Database · checked Sep 17, 2026
12	Magnitude Global Finance	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	1-10	9 contacts →
	Indirect evidence “Magnitude Global Finance (MGF) focuses on finding solutions to the most challenging financing issues faced by companies, donors, and governments.” Source: RevenueBase Database · checked Sep 17, 2026
13	Trafalgar Capital Partners	Partial evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “Trafalgar Capital Partners is a differentiated global investment and merchant banking firm, with a focus on technology, media and telecommunications.” Source: RevenueBase Database · checked Sep 17, 2026
14	Cortland Valuation Group, INC	Partial evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “Cortland Valuation Group, Inc.(CVG) provides valuation and financial advisory services to public and private corporations, governments, accounting and law firms, banks and…” Source: RevenueBase Database · checked Sep 17, 2026
15	Jewett And Company	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	11-50	5 contacts →
	Indirect evidence “Your business is our business.” Source: RevenueBase Database · checked Sep 17, 2026
16	Izar Capital Group	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	11-50	5 contacts →
	Indirect evidence “We create, structure and execute custom-made corporate finance (M&A, Joint Venture/Partnership, Financing) and operational solutions that enhance and optimize business…” Source: RevenueBase Database · checked Sep 17, 2026
17	Kahn Partners	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	11-50	4 contacts →
	Indirect evidence “Kahn Partners offers its clients a comprehensive and one-stop-shop experience in strategic mergers and acquisitions.” Source: RevenueBase Database · checked Sep 17, 2026
18	Cortland Advisors, LLC	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	11-50	3 contacts →
	Indirect evidence “Cortland Advisors is a mergers and acquisitions advisory firm providing experienced expertise by industry professionals that have successfully created, grown, acquired and exited…” Source: RevenueBase Database · checked Sep 17, 2026
19	Monument Capital Partners	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “Monument Capital Partners serves the M&A and financial advisory needs of middle-market companies in the highly fragmented Aerospace, Defense, and Government Services industry.” Source: RevenueBase Database · checked Sep 17, 2026
20	Freeman Logan M&a Advisors	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “Freeman Logan M&A Advisors is a leading mergers and acquisitions advisory firm assisting middle-market clients with strategic transactions.” Source: RevenueBase Database · checked Sep 17, 2026
21	Cinnamon Advisors	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “Cinnamon Advisors is an advisory firm is dedicated to engaging clients at any stage of a businesses lifecycle.” Source: RevenueBase Database · checked Sep 17, 2026
22	Anari INC	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “Anari Inc is a global advisory and capital placement business that focuses on three distinct areas, macro-strategic research missions, capital raising, and advisory services.” Source: RevenueBase Database · checked Sep 17, 2026
23	Edinger Associates Pllc	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “Edinger Associates PLLC is a boutique business and finance law and consulting firm based in Washington, DC, with a focus on mergers and acquisitions, exchanges, joint ventures…” Source: RevenueBase Database · checked Sep 17, 2026
24	Vital Gains	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Indirect evidence “Vital Gains LLC is a merger and acquisition advisory firm serving the alternative protein and food technology industries.” Source: RevenueBase Database · checked Sep 17, 2026
25	Fincap360	Indirect evidence	Washington, DC, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Indirect evidence “Building on your success.” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: 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 43 investment bank executives based in Washington, United States

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Investment bank executives based in Washington, United States at a glance

As of Sep 17, 2026

53.3%Verified-email coverage

7.4Average contacts per company

1-10Median size (employees)

1579.1%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Washington, so it is reported there. Company counts and contact totals on this page are exact for Washington, over 43 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 Washington, 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 Washington 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, 170 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 Washington, United States?

RevenueBase identified 43 investment bank executives headquartered in Washington, 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?

Compass Point Research & Trading, LLC, headquartered in Washington, 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 170 verified decision-maker contacts tracked across these 43 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.

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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.