Company lists · Data refreshed September 2026

Top 25 Investment banking companies based in San Francisco, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 71 companies tracked

RevenueBase identified 71 investment banking companies headquartered in San Francisco, United States as of September 2026 and tracks 3,022 professional contacts across them, including 1,204 with verified work emails. New York is the largest hub.

This list covers investment banking companies headquartered in San Francisco, 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

71Companies

3,022Contacts tracked

1,204Verified emails

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The 25 largest investment banking companies based in San Francisco, United States

Ranked by team size

Top 25 of 71 investment banking companies based in San Francisco, 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	BTIG	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	501-1,000	773 contacts →
	Strong evidence “BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services.” Source: RevenueBase Database · checked Sep 21, 2026
2	GCA	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	501-1,000	454 contacts →
	Partial evidence “GCA Advisors, LLC is the US business of GCA, a global investment bank that provides strategic M&A, capital markets and private funds advisory services to growth companies and…” Source: RevenueBase Database · checked Sep 21, 2026
3	GLC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	51-200	395 contacts →
	Strong evidence “To learn more about our investment banking advisory services visit To learn about GLC Investment Advisors, the investment arm of GLC, visit” Source: RevenueBase Database · checked Sep 21, 2026
4	Financial Technology Partners FT Partners	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	201-500	335 contacts →
	Strong evidence “Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Source: RevenueBase Database · checked Sep 21, 2026
5	Qatalyst Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	51-200	116 contacts →
	Partial evidence “Qatalyst Partners is a global, independent investment bank that provides high impact strategic and financial advice to senior management and boards of established and emerging…” Source: RevenueBase Database · checked Sep 21, 2026
6	US Capital	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	51-200	112 contacts →
	Partial evidence “Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and…” Source: RevenueBase Database · checked Sep 21, 2026
7	North Point Mergers And Acquisitions	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	51-200	97 contacts →
	Partial evidence “North Point is a leading independent investment bank focused on providing financial advice on mergers and acquisitions and raising institutional capital to meet the growth…” Source: RevenueBase Database · checked Sep 21, 2026
8	Comcap	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	51-200	61 contacts →
	Indirect evidence “ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Source: RevenueBase Database · checked Sep 21, 2026
9	Atlas Technology Group LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	11-50	52 contacts →
	Partial evidence “Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies.” Source: RevenueBase Database · checked Sep 21, 2026
10	Union Square Advisors LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	11-50	49 contacts →
	Partial evidence “Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing and…” Source: RevenueBase Database · checked Sep 21, 2026
11	Peak Technology Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	11-50	38 contacts →
	Partial evidence “Peak Technology Partners is an independent investment bank that provides strategic and financial advice to high-growth technology companies.” Source: RevenueBase Database · checked Sep 21, 2026
12	Vista Point Advisors	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	11-50	31 contacts →
	Partial evidence “Vista Point Advisors is a boutique sell-side investment bank providing unconflicted M&A and capital raising advice to founder-led software, AI, and internet businesses.” Source: RevenueBase Database · checked Sep 21, 2026
13	Growthpoint Technology Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	11-50	22 contacts →
	Partial evidence “GrowthPoint Technology Partners is a global investment bank specializing in mergers & acquisitions and capital advisory for mid-market technology companies.” Source: RevenueBase Database · checked Sep 21, 2026
14	Nfluence Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	11-50	22 contacts →
	Partial evidence “Founded in 2011 and rebranded as Nfluence Partners in 2018, Nfluence Partners is a boutique Investment Bank focused on advising companies at the intersection of technology and the…” Source: RevenueBase Database · checked Sep 21, 2026
15	Double Black Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	1-10	14 contacts →
	Indirect evidence “Double Black Capital (“DBC”) is a first-of-its-kind growth & strategic advisory.” Source: RevenueBase Database · checked Sep 21, 2026
16	Builder Advisor Group	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	11-50	13 contacts →
	Indirect evidence “Builder Advisor Group provides mergers & acquisitions, capital raising, and debt restructuring services to the residential real estate industry.” Source: RevenueBase Database · checked Sep 21, 2026
17	Telegraph Hill Advisors, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	11-50	13 contacts →
	Partial evidence “Telegraph Hill Advisors is a boutique investment bank based in San Francisco providing M&A, capital raising, and financial advisory services to emerging and growth technology…” Source: RevenueBase Database · checked Sep 21, 2026
18	Vaquero Capital	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	11-50	12 contacts →
	Strong evidence “Vaquero Capital is an investment banking and advisory firm that is focused on serving entrepreneurs and investors in rapidly growing businesses that have exceptional profit…” Source: RevenueBase Database · checked Sep 21, 2026
19	Scenic Advisement	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	11-50	9 contacts →
	Partial evidence “Scenic Advisement is the leading investment bank focused on secondary and primary capital raises for leading private companies.” Source: RevenueBase Database · checked Sep 21, 2026
20	Inverness Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	11-50	8 contacts →
	Indirect evidence “Inverness Advisors is a strategic advisor to middle-market and growth stage companies in the technology, media, healthcare and services sectors.” Source: RevenueBase Database · checked Sep 21, 2026
21	Palmares Advisors	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	1-10	8 contacts →
	Strong evidence “Palmares Advisors is a boutique technology investment banking firm comprised of former senior operating executives who bring operating experience and insight along with a buyer’s…” Source: RevenueBase Database · checked Sep 21, 2026
22	Avid Capital Advisors	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	1-10	7 contacts →
	Partial evidence “Avid Capital Advisors is a leading, worldwide investment bank that provides top-tier strategic and financial guidance to senior management and boards of established and growing…” Source: RevenueBase Database · checked Sep 21, 2026
23	Brooklands Capital Strategies	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	11-50	6 contacts →
	Indirect evidence “Brooklands Capital Strategies offers expert global capital raising and strategic advisory services tailored for alternative asset managers and businesses at every stage of growth.” Source: RevenueBase Database · checked Sep 21, 2026
24	Sierra Pacific Partners	Partial evidence	San Francisco, NV, United StatesHQ checked Sep 21, 2026	1-10	6 contacts →
	Partial evidence “Sierra Pacific Partners is a boutique investment bank offering mergers and acquisitions and other advisory services.” Source: RevenueBase Database · checked Sep 21, 2026
25	Intelligent Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 21, 2026	1-10	6 contacts →
	Indirect evidence “Intelligent Capital, Inc.” 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 71 investment banking companies based in San Francisco, United States

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Investment banking companies based in San Francisco, United States at a glance

As of Sep 21, 2026

39.8%Verified-email coverage

42.6Average contacts per company

11-50Median size (employees)

723.9%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 71 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 San Francisco, 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 San Francisco 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, 1,204 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 San Francisco, United States?

RevenueBase identified 71 investment banking companies headquartered in San Francisco, 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?

BTIG, headquartered in San Francisco, 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 1,204 verified decision-maker contacts tracked across these 71 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.