Company lists · Data refreshed September 2026

Top 25 Investment banking platforms based in the United States

Name: Investment banking platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 1,462 companies tracked

RevenueBase identified 1,462 company matches for investment banking platforms associated with the United States as of September 2026 and tracks 584,549 professional contacts across them, including 227,336 with verified work emails. New York is the largest hub.

This list covers company matches for investment banking platforms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

1,462Companies

584,549Contacts tracked

227,336Verified emails

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The 25 largest investment banking platforms based in the United States

Ranked by team size

Top 25 of 1,462 company matches for investment banking platforms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Bank Of America	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	10001+	160,963 contacts →
	Exact match “Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Morgan Stanley	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	91,146 contacts →
	Exact match “Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Goldman Sachs	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	63,447 contacts →
	Exact match “We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	BNY	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	53,345 contacts →
	Exact match “BNY is a global financial services platforms company at the heart of the world’s capital markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	State Street	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	10001+	41,744 contacts →
	Exact match “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Barclays Investment Bank	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	20,783 contacts →
	Exact match “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Bank Of America Merrill Lynch	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	10001+	15,554 contacts →
	Exact match “From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Bb&t	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	10001+	13,591 contacts →
	Exact match “We’d love to stay connected with you!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	E Trade From Morgan Stanley	Exact match	Arlington, VA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	11,044 contacts →
	Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Suntrust	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	10001+	10,440 contacts →
	Exact match “We’d love to stay connected with you!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Jefferies	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	5,001-10,000	7,353 contacts →
	Exact match “Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Stifel Financial Corp	Exact match	St. Louis, MO, United StatesHQ recorded Sep 28, 2026	5,001-10,000	6,913 contacts →
	Exact match “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 28, 2026	5,001-10,000	5,330 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Houlihan Lokey	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	3,576 contacts →
	Exact match “Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Evercore	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	3,296 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	DST Systems	Exact match	Windsor, CT, United StatesHQ recorded Sep 28, 2026	10001+	3,035 contacts →
	Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Oppenheimer & Co. INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	3,006 contacts →
	Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	BGC Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,491 contacts →
	Exact match “BGC Group, Inc.(Nasdaq: BGC), is a leading global brokerage and financial technology company (formerly BGC Partners, Inc.).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	William Blair	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,324 contacts →
	Exact match “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Cantor Fitzgerald	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	2,293 contacts →
	Exact match “Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	MAREX	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,845 contacts →
	Exact match “Marex (Nasdaq:MRX) is a diversified financial services platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Moelis & Company	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,742 contacts →
	Exact match “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Lincoln International	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,489 contacts →
	Exact match “Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	PJT Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	1,420 contacts →
	Exact match “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	HJ Sims	Exact match	Fairfield, CT, United StatesHQ recorded Sep 28, 2026	n/a	1,325 contacts →
	Exact match “Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment banking platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 1,462 investment banking platforms based in the United States

See the full list, filter by size, metro and specialty, and access 227,336 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment banking platforms based in the United States at a glance

As of Sep 28, 2026

38.9%Verified-email coverage

399.8Average contacts per company

11-50Median size (employees)

28.2%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

598

11-50

581

51-200

177

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,462 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with the United States whose business descriptions match “investment banking platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 227,336 professional contacts with verified work emails across the full matched dataset. 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 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment banking platforms by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment banking platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment banking platforms are there based in the United States?

RevenueBase identified 1,462 company matches for investment banking platforms associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Bank Of America tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment banking platforms?

New York leads with 413 company records, followed by San Francisco (71) and Los Angeles (58).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 227,336 professional contacts with verified work emails tracked across these 1,462 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 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 SmartSearch, 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.