Company lists · Data refreshed September 2026

Top 25 Investment banking companies based in Boston, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 48 companies tracked

RevenueBase identified 48 investment banking companies headquartered in Boston, United States as of September 2026 and tracks 1,128 professional contacts across them, including 519 with verified work emails. New York is the largest hub.

This list covers investment banking companies 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 21, 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 21, 2026 86% judged on-target in blind review

48Companies

1,128Contacts tracked

519Verified emails

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The 25 largest investment banking companies based in Boston, United States

Ranked by team size

Top 25 of 48 investment banking companies based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment banking companies: 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	Capstone Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 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 21, 2026
2	Progress Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	11-50	110 contacts →
	Indirect 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 21, 2026
3	AGC Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 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 21, 2026
4	G2 Capital Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	51-200	95 contacts →
	Partial evidence “G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank.” Source: RevenueBase Database · checked Sep 21, 2026
5	Wellesley Hills Financial LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	11-50	64 contacts →
	Partial 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 21, 2026
6	Provident Healthcare Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 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 21, 2026
7	Versailles Group, LTD	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 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 21, 2026
8	Aeris Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 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 21, 2026
9	Covington Associates	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 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 21, 2026
10	Outcome Capital	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 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 21, 2026
11	BOWEN	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 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 21, 2026
12	Chestnut Partners, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	11-50	29 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026
13	Bellmark Partners, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 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 21, 2026
14	Financeboston	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	11-50	19 contacts →
	Indirect evidence “FinanceBoston, Inc.” Source: RevenueBase Database · checked Sep 21, 2026
15	C.W. Downer & CO	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	201-500	17 contacts →
	Indirect evidence “C.W.” Source: RevenueBase Database · checked Sep 21, 2026
16	Tully & Holland	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 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 21, 2026
17	Colchester Partners LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 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 21, 2026
18	Dunn Rush & Co. LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	1-10	13 contacts →
	Partial evidence “Dunn Rush & Co: The Business Owner's Investment Bank Dunn Rush & Co.” Source: RevenueBase Database · checked Sep 21, 2026
19	Kaufman & Company, LLC	Partial evidence	Boston, United StatesHQ checked Sep 21, 2026	1-10	8 contacts →
	Partial 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 21, 2026
20	Consilium Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	11-50	7 contacts →
	Strong evidence “Founded in Consilium Partners is a Boston-based investment banking firm providing merger and acquisition advisory and capital raising services to middle market and emerging growth…” Source: RevenueBase Database · checked Sep 21, 2026
21	AZL Capital Advisors, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “Boutique M&A advisory and consulting firm” Source: RevenueBase Database · checked Sep 21, 2026
22	Cafferty & Company	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Indirect evidence “Cafferty & Company is an independent advisory firm focused on helping their clients secure optimal debt financing solutions structured to meet their unique requirements and…” Source: RevenueBase Database · checked Sep 21, 2026
23	Keene Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	1-10	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 21, 2026
24	Bostonia Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	11-50	3 contacts →
	Strong evidence “Bostonia provides investment banking, capital markets, and asset ownership services for real estate, energy, and sustainable infrastructure assets and development projects.” Source: RevenueBase Database · checked Sep 21, 2026
25	ACE Strategy Group	Indirect evidence	Boston, MA, United StatesHQ checked Sep 21, 2026	11-50	3 contacts →
	Indirect evidence “Ace Strategy Group is a M&A-focused advisory firm specializing in guiding organizations through the deal lifecycle.” Source: RevenueBase Database · checked Sep 21, 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 companies. 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 companies.
Partial evidence: Its own public description names part of investment banking companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment banking companies. 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 48 investment banking companies based in Boston, United States

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Investment banking companies based in Boston, United States at a glance

As of Sep 21, 2026

46.0%Verified-email coverage

23.5Average contacts per company

11-50Median size (employees)

1070.8%Largest-city concentration · New York

Sep 21, 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 48 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 companies, 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 companies”. 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 companies), 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 companies, 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, 519 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 21, 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 companies by metro in the United States

Investment banking companies in New York514
Investment banking companies in Chicago103
Investment banking companies in Los Angeles96
Investment banking companies in San Francisco71
Investment banking companies in Houston67
Investment banking companies in Dallas65
Investment banking companies in Atlanta63
Investment banking companies in Miami58
Investment banking companies in Boston48
Investment banking companies in Charlotte42
Investment banking companies in Washington39
Investment banking companies in Denver35
Investment banking companies in Austin31
Investment banking companies in Tampa28
Investment banking companies in Minneapolis26
Investment banking companies in New York City25

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 companies, 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 companies are there based in Boston, United States?

RevenueBase identified 48 investment banking companies 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?

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

Which city has the most investment banking companies?

New York leads with 514 headquartered companies, followed by Chicago (103) and Los Angeles (96).

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 519 verified decision-maker contacts tracked across these 48 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 21, 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.