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 investment banking platforms headquartered in 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 investment banking platforms headquartered in the 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 28, 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 28, 2026 86% judged on-target in blind review

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 investment banking platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment banking platforms: 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	Bank Of America	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	10001+	160,963 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
2	Morgan Stanley	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	91,146 contacts →
	Strong evidence “Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.” Source: RevenueBase Database · checked Sep 28, 2026
3	Goldman Sachs	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	63,447 contacts →
	Indirect evidence “We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.” Source: RevenueBase Database · checked Sep 28, 2026
4	BNY	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	53,345 contacts →
	Partial evidence “BNY is a global financial services platforms company at the heart of the world’s capital markets.” Source: RevenueBase Database · checked Sep 28, 2026
5	State Street	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	10001+	41,744 contacts →
	Strong evidence “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Source: RevenueBase Database · checked Sep 28, 2026
6	Barclays Investment Bank	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	20,783 contacts →
	Partial evidence “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Source: RevenueBase Database · checked Sep 28, 2026
7	Bank Of America Merrill Lynch	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	10001+	15,554 contacts →
	Indirect evidence “From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Source: RevenueBase Database · checked Sep 28, 2026
8	Bb&t	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	10001+	13,591 contacts →
	Indirect evidence “We’d love to stay connected with you!” Source: RevenueBase Database · checked Sep 28, 2026
9	E Trade From Morgan Stanley	Indirect evidence	Arlington, VA, United StatesHQ checked Sep 28, 2026	1,001-5,000	11,044 contacts →
	Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 28, 2026
10	Suntrust	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	10001+	10,440 contacts →
	Indirect evidence “We’d love to stay connected with you!” Source: RevenueBase Database · checked Sep 28, 2026
11	Jefferies	Strong evidence	New York City, NY, United StatesHQ checked Sep 28, 2026	5,001-10,000	7,353 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
12	Stifel Financial Corp	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 28, 2026	5,001-10,000	6,913 contacts →
	Partial evidence “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Source: RevenueBase Database · checked Sep 28, 2026
13	BAIRD	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 28, 2026	5,001-10,000	5,330 contacts →
	Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
14	Houlihan Lokey	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,576 contacts →
	Partial evidence “Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and…” Source: RevenueBase Database · checked Sep 28, 2026
15	Evercore	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,296 contacts →
	Strong evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
16	DST Systems	Indirect evidence	Windsor, CT, United StatesHQ checked Sep 28, 2026	10001+	3,035 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
17	Oppenheimer & Co. INC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,006 contacts →
	Strong evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Sep 28, 2026
18	BGC Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,491 contacts →
	Indirect evidence “BGC Group, Inc.(Nasdaq: BGC), is a leading global brokerage and financial technology company (formerly BGC Partners, Inc.).” Source: RevenueBase Database · checked Sep 28, 2026
19	William Blair	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,324 contacts →
	Strong evidence “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Source: RevenueBase Database · checked Sep 28, 2026
20	Cantor Fitzgerald	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	2,293 contacts →
	Indirect evidence “Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world.” Source: RevenueBase Database · checked Sep 28, 2026
21	MAREX	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,845 contacts →
	Partial evidence “Marex (Nasdaq:MRX) is a diversified financial services platform.” Source: RevenueBase Database · checked Sep 28, 2026
22	Moelis & Company	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,742 contacts →
	Partial evidence “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Source: RevenueBase Database · checked Sep 28, 2026
23	Lincoln International	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,489 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
24	PJT Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	1,420 contacts →
	Partial evidence “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Source: RevenueBase Database · checked Sep 28, 2026
25	HJ Sims	Strong evidence	Fairfield, CT, United StatesHQ checked Sep 28, 2026	n/a	1,325 contacts →
	Strong evidence “Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services.” Source: RevenueBase Database · checked Sep 28, 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 platforms. 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 platforms.
Partial evidence: Its own public description names part of investment banking platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment banking platforms. 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 1,462 investment banking platforms based in the United States

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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)

27.3%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

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 platforms, 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 the United States whose own description of what they do matches “investment banking platforms”. 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 platforms), 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 platforms, and records with no verified work email. Companies headquartered outside United States 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, 227,336 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 28, 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 platforms by metro

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 platforms, 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 platforms are there based in the United States?

RevenueBase identified 1,462 investment banking platforms headquartered in the 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?

Bank Of America, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most investment banking platforms?

New York leads with 399 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 227,336 verified decision-maker contacts tracked across these 1,462 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 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 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.