Company lists · Data refreshed September 2026

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

RevenueBase identified 66 investment banking firms headquartered in San Francisco, United States as of September 2026 and tracks 2,976 professional contacts across them, including 1,175 with verified work emails. New York is the largest hub.

This list covers investment banking firms 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 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
66Companies
2,976Contacts tracked
1,175Verified emails
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The 25 largest investment banking firms based in San Francisco, United States

Ranked by team size
Top 25 of 66 investment banking firms based in San Francisco, 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 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 2026501-1,000773 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 17, 2026
2Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 2026501-1,000454 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 17, 2026
3Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202651-200395 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 17, 2026
4Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 2026201-500335 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 17, 2026
5Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202651-200116 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 17, 2026
6Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202651-200112 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 17, 2026
7Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202651-20097 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 17, 2026
8Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202651-20061 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 17, 2026
9Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202611-5052 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 17, 2026
10Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202611-5049 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 17, 2026
11Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202611-5038 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 17, 2026
12Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202611-5022 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 17, 2026
13Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202611-5022 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 17, 2026
14Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 20261-1014 contacts →

Indirect evidence

“Double Black Capital (“DBC”) is a first-of-its-kind growth & strategic advisory.”

Source: RevenueBase Database · checked Sep 17, 2026
15Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202611-5013 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 17, 2026
16Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202611-5013 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 17, 2026
17Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202611-5012 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 17, 2026
18Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202611-509 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 17, 2026
19Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202611-508 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 17, 2026
20Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 20261-108 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 17, 2026
21Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 20261-107 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 17, 2026
22Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 202611-506 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 17, 2026
23Partial evidenceSan Francisco, NV, United StatesHQ checked Sep 17, 20261-106 contacts →

Partial evidence

“Sierra Pacific Partners is a boutique investment bank offering mergers and acquisitions and other advisory services.”

Source: RevenueBase Database · checked Sep 17, 2026
24Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 20261-106 contacts →

Indirect evidence

“Intelligent Capital, Inc.”

Source: RevenueBase Database · checked Sep 17, 2026
25Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 17, 20261-105 contacts →

Indirect evidence

“UPDATE in the era of COVD-19.”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 25 of 66 investment banking firms based in San Francisco, United States

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

As of Sep 17, 2026
39.5%Verified-email coverage
45.1Average contacts per company
11-50Median size (employees)
771.2%Largest-city concentration · New York
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
31
11-50
26
51-200
6
201-500
1
501-1,000
2

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 66 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 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 San Francisco, United States whose own description of what they do matches “investment banking 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 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 firms, 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, 1,175 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.

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 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 firms are there based in San Francisco, United States?

RevenueBase identified 66 investment banking firms 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 firms?

New York leads with 509 headquartered companies, followed by Chicago (104) 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 1,175 verified decision-maker contacts tracked across these 66 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.