Company lists · Data refreshed September 2026
Top 20 Investment banking platforms based in Boston, United States
RevenueBase identified 31 investment banking platforms headquartered in Boston, United States as of September 2026 and tracks 42,572 professional contacts across them, including 17,584 with verified work emails. Across the United States, New York is the largest hub for this category (399 companies); Boston has 31.
This list covers investment banking platforms 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 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.
The 20 largest investment banking platforms based in Boston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 95 contacts → | ||||
Partial evidence “G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 49 contacts → | ||||
Partial evidence “Locust Walk is a global investment bank that partners with founders, executives, and board members to drive strategic transactions and create newcos to finance innovation.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 18 contacts → | ||||
Indirect evidence “Since Debticate has empowered banks and other financial institutions with innovative software solutions in loan syndications and loan sales.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 13 contacts → | ||||
Partial evidence “The only investment bank focused exclusively on WealthTech.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Partial evidence “Merrimack Group is a specialist investment bank focused on providing sell-side mergers and acquisitions advisory services to technical product companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Strong evidence “North River Capital Advisors is the leader in providing investment banking services to small and mid cap companies in the Energy Transition + Sustainability Sector.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Strong evidence “Free Pier Advisors provides investment banking and financial advisory services for clients pursuing M&A, capital raise and other strategic transactions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “Gamma Three Trading provides software and services to the global securities and investment management industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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 20 of 31 investment banking platforms based in Boston, United States
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Investment banking platforms based in Boston, United States at a glance
As of Sep 28, 2026Companies by employee count
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 31 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 Boston, 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 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, 17,584 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 in the United States
- Investment banking platforms in New York399
- Investment banking platforms in San Francisco71
- Investment banking platforms in Los Angeles58
- Investment banking platforms in Chicago45
- Investment banking platforms in Miami36
- Investment banking platforms in Dallas29
- Investment banking platforms in Atlanta25
- Investment banking platforms in Houston25
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 Boston, United States?
RevenueBase identified 31 investment banking platforms 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?
State Street, headquartered in Boston, tops this list with the largest team on record.
Which city in the United States has the most investment banking platforms?
New York leads the United States with 399 headquartered companies, followed by San Francisco (71) and Los Angeles (58). Boston has 31.
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 17,584 verified decision-maker contacts tracked across these 31 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.
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