Company lists · Data refreshed September 2026

Top 25 Investment banking advisory firms based in Boston, United States

Name: Investment banking advisory firms based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 86 companies tracked

RevenueBase identified 86 investment banking advisory firms headquartered in Boston, United States as of September 2026 and tracks 2,187 professional contacts across them, including 1,260 with verified work emails. New York is the largest hub.

This list covers investment banking advisory 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 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

86Companies

2,187Contacts tracked

1,260Verified emails

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The 25 largest investment banking advisory firms based in Boston, United States

Ranked by team size

Top 25 of 86 investment banking advisory firms based in Boston, 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 banking advisory firms: 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	Leerink Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	201-500	421 contacts →
	Partial evidence “Leerink Partners is a highly specialized healthcare investment bank with a legacy of excellence in the financial industry.” Source: RevenueBase Database · checked Sep 17, 2026
2	Capstone Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	51-200	276 contacts →
	Strong 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 17, 2026
3	Williamsmarston	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	201-500	259 contacts →
	Partial evidence “WilliamsMarston is a national leader in complex accounting, tax, technology, transaction and valuation advisory services.” Source: RevenueBase Database · checked Sep 17, 2026
4	Progress Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	110 contacts →
	Partial evidence “Progress Partners is a Boston and New York-based corporate advisory firm that works with buyers and sellers of emerging growth companies to complete M&A or private placement…” Source: RevenueBase Database · checked Sep 17, 2026
5	AGC Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	51-200	109 contacts →
	Partial evidence “AGC Partners is a global technology investment bank focused on middle market M&A and growth equity financings for emerging growth companies.” Source: RevenueBase Database · checked Sep 17, 2026
6	G2 Capital Advisors	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	51-200	95 contacts →
	Strong evidence “G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank.” Source: RevenueBase Database · checked Sep 17, 2026
7	London Economics International LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	67 contacts →
	Partial evidence “London Economics International LLC (“LEI”) is a global economic, financial, and strategic advisory professional services firm specializing in energy and infrastructure.” Source: RevenueBase Database · checked Sep 17, 2026
8	Shea & Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	66 contacts →
	Partial evidence “Shea & Company (member FINRA and SIPC) is a software focused investment bank that believes focus underpins success, and success is measured by the outcomes we achieve with our…” Source: RevenueBase Database · checked Sep 17, 2026
9	Wellesley Hills Financial LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	64 contacts →
	Strong evidence “Founded 2007 in Boston, MA, our firm began as a strategic advisory and banking practice focused on the bleeding edge of payments technology.” Source: RevenueBase Database · checked Sep 17, 2026
10	Monument Group	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	59 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
11	Provident Healthcare Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	58 contacts →
	Strong evidence “Provident is the leading investment banking firm specializing in merger and acquisition advisory, strategic planning, and capital formation for middle-market and emerging growth…” Source: RevenueBase Database · checked Sep 17, 2026
12	Tyton Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	51-200	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 17, 2026
13	Versailles Group, LTD	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	49 contacts →
	Strong evidence “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Source: RevenueBase Database · checked Sep 17, 2026
14	Aeris Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	49 contacts →
	Partial evidence “Aeris Partners LLC is a premier technology M&A investment bank serving high-growth, market-shaping software, SaaS (software-as-a-service), digital media, business information and…” Source: RevenueBase Database · checked Sep 17, 2026
15	Covington Associates	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	36 contacts →
	Strong 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 17, 2026
16	Outcome Capital	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	35 contacts →
	Strong evidence “Outcome Capital is a highly specialized life sciences and healthcare advisory and investment banking firm, providing innovative companies with a value-added, market-aligned…” Source: RevenueBase Database · checked Sep 17, 2026
17	BOWEN	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	32 contacts →
	Indirect evidence “Bowen partners with growth tech companies to drive value creation within the innovation economy.” Source: RevenueBase Database · checked Sep 17, 2026
18	Chestnut Partners, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	29 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
19	Bellmark Partners, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	20 contacts →
	Strong 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 17, 2026
20	Whipstitch Capital	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	19 contacts →
	Strong evidence “Whipstitch Capital is a specialized investment bank that provides mergers & acquisitions and private placement advisory services to consumer products companies.” Source: RevenueBase Database · checked Sep 17, 2026
21	Highland Strategy Group	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	19 contacts →
	Strong evidence “Highland Strategy Group is a consulting firm that provides strategic support and transaction advisory services to private equity firms, management teams, and investment banks.” Source: RevenueBase Database · checked Sep 17, 2026
22	C.W. Downer & CO	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	201-500	17 contacts →
	Indirect evidence “C.W.” Source: RevenueBase Database · checked Sep 17, 2026
23	Tully & Holland	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Strong evidence “Tully & Holland is one of Boston’s most active independently owned investment banking firms.” Source: RevenueBase Database · checked Sep 17, 2026
24	Colchester Partners LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Strong 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 17, 2026
25	Dunn Rush & Co. LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	1-10	13 contacts →
	Partial evidence “Dunn Rush & Co: The Business Owner's Investment Bank Dunn Rush & Co.” 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 banking advisory 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 investment banking advisory firms.
Partial evidence: Its own public description names part of investment banking advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment banking advisory 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 25 of 86 investment banking advisory firms based in Boston, United States

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Investment banking advisory firms based in Boston, United States at a glance

As of Sep 17, 2026

57.6%Verified-email coverage

25.4Average contacts per company

1-10Median size (employees)

903.5%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 86 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 banking advisory 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 “investment banking advisory 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 investment banking advisory 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 investment banking advisory 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, 1,260 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 banking advisory firms by metro in the United States

Investment banking advisory firms in New York777
Investment banking advisory firms in Chicago165
Investment banking advisory firms in Los Angeles146
Investment banking advisory firms in Atlanta125
Investment banking advisory firms in Miami113
Investment banking advisory firms in Houston111
Investment banking advisory firms in Dallas110
Investment banking advisory firms in San Francisco97
Investment banking advisory firms in Boston86
Investment banking advisory firms in Austin72
Investment banking advisory firms in Charlotte67
Investment banking advisory firms in Washington62
Investment banking advisory firms in Denver53
Investment banking advisory firms in Tampa49
Investment banking advisory firms in San Diego47
Investment banking advisory firms in New York City43
Investment banking advisory firms in Newport Beach42
Investment banking advisory firms in Minneapolis40
Investment banking advisory firms in Scottsdale39
Investment banking advisory firms in Boca Raton32
Investment banking advisory firms in Irvine31
Investment banking advisory firms in Phoenix29
Investment banking advisory firms in Philadelphia28
Investment banking advisory firms in Nashville27
Investment banking advisory firms in Santa Monica27
Investment banking advisory firms in Seattle27
Investment banking advisory firms in Fort Lauderdale25
Investment banking advisory firms in Raleigh25

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 banking advisory 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 investment banking advisory firms are there based in Boston, United States?

RevenueBase identified 86 investment banking advisory 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?

Leerink Partners, headquartered in Boston, tops this list with the largest team on record.

Which city has the most investment banking advisory firms?

New York leads with 777 headquartered companies, followed by Chicago (165) and Los Angeles (146).

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 1,260 verified decision-maker contacts tracked across these 86 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.