Company lists · Data refreshed September 2026

Top 23 Investment banking platforms based in Chicago, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 45 companies tracked

RevenueBase identified 45 investment banking platforms headquartered in Chicago, United States as of September 2026 and tracks 5,867 professional contacts across them, including 3,449 with verified work emails. Across the United States, New York is the largest hub for this category (399 companies); Chicago has 45.

This list covers investment banking platforms headquartered in Chicago, 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

45Companies

5,867Contacts tracked

3,449Verified emails

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The 23 largest investment banking platforms based in Chicago, United States

Ranked by team size

Top 23 of 45 investment banking platforms based in Chicago, 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	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
2	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
3	Enfusion NOW Cwan	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	5,001-10,000	818 contacts →
	Strong evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 28, 2026
4	Loop Capital	Partial evidence	Chicago, United StatesHQ checked Sep 28, 2026	201-500	275 contacts →
	Partial evidence “Loop Capital is a full-service investment bank, brokerage and advisory firm that provides creative capital solutions for corporate, governmental, and institutional entities across…” Source: RevenueBase Database · checked Sep 28, 2026
5	Halo Investing	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	120 contacts →
	Strong evidence “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
6	Cabrera Capital Markets	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	118 contacts →
	Strong evidence “Founded in 2001, Cabrera Capital Markets LLC is the leading Latino-owned investment bank and institutional brokerage firm providing investment banking for municipal, corporate…” Source: RevenueBase Database · checked Sep 28, 2026
7	Sterling Trading Tech	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	69 contacts →
	Partial evidence “Sterling offers trading platforms, OMS and infrastructure solutions and risk and margin tools.” Source: RevenueBase Database · checked Sep 28, 2026
8	Pmcf Investment Banking	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	69 contacts →
	Partial evidence “PMCF is a middle market investment bank that provides merger and acquisitions advisory services to individual and family-owned businesses, large public companies, and private…” Source: RevenueBase Database · checked Sep 28, 2026
9	XMS Capital Partners	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	39 contacts →
	Strong evidence “XMS Capital Partners, LLC (“XMS”) was launched in August, 2006 with the goal of creating a different kind of investment banking boutique, a place where relationships are paramount…” Source: RevenueBase Database · checked Sep 28, 2026
10	CMD Global Partners	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Strong evidence “CMD Global Partners is an international boutique investment banking firm offering a vast set of capabilities to a broad range of publicly-traded and privately-owned companies…” Source: RevenueBase Database · checked Sep 28, 2026
11	City Capital Advisors	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Strong evidence “City Capital Advisors, a FINRA registered broker-dealer, is a results oriented investment and merchant banking advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
12	Auctus Capital Partners	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Strong evidence “Auctus Capital Partners is a leading financial services and investment banking firm focused exclusively on creating value for the lower middle market.” Source: RevenueBase Database · checked Sep 28, 2026
13	Elmcore	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Partial evidence “Elmcore Securities is a member FINRA/SIPC investment bank headquartered in Chicago, IL.” Source: RevenueBase Database · checked Sep 28, 2026
14	Balmoral Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “Balmoral Advisors is an independent, specialty investment bank dedicated to providing mergers & acquisitions, corporate finance, and financial restructuring advisory services…” Source: RevenueBase Database · checked Sep 28, 2026
15	Wealthblock	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “WealthBlock provides private investment firms with a tailored platform that integrates seamlessly with existing systems, streamlining complex workflows like investor onboarding…” Source: RevenueBase Database · checked Sep 28, 2026
16	Artemis Transaction Advisors, LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Strong evidence “Artemis is a lower middle market investment banking firm specializing in the sale of privately held business as well as assisting in financing growth and executing acquisitions.” Source: RevenueBase Database · checked Sep 28, 2026
17	Triton Capital Partners, LTD	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “Founded in Triton Capital Partners provides creative, practical and affordable investment and merchant banking solutions to privately held middle market companies.” Source: RevenueBase Database · checked Sep 28, 2026
18	Jordan Knauff & Company	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Our Mission Jordan Knauff & Company was founded in 2001 with a clear mission: to provide the best available investment banking services to middle-market companies, the…” Source: RevenueBase Database · checked Sep 28, 2026
19	Alternative Investment Resource	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Established in 2004, Alternative Investment Resource (AIR) is an independent boutique financial services firm focused exclusively on alternative investments.” Source: RevenueBase Database · checked Sep 28, 2026
20	Mesirow Capital Markets & Investment Banking	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	501-1,000	5 contacts →
	Indirect evidence “We deliver middle market expertise to entrepreneurs, financial sponsors and large corporations, customizing advice and programs to help clients maximize corporate growth and value…” Source: RevenueBase Database · checked Sep 28, 2026
21	Wrobel Capital, LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Investment Banking advisory firm focused on helping middle-market companies raise capital, execute mergers and acquisitions, and access innovative financing through our network of…” Source: RevenueBase Database · checked Sep 28, 2026
22	DGZ Associates	Strong evidence	Chicago, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “Global Investment Banking and Strategic Advice for the Financial and Business Service Industries and its Technology Companies.” Source: RevenueBase Database · checked Sep 28, 2026
23	Egwele & Company	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Headquartered in Chicago, IL, Egwele & Company is an independent boutique investment bank providing strategic and financial advisory services to private and public companies and…” 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 23 of 45 investment banking platforms based in Chicago, United States

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Investment banking platforms based in Chicago, United States at a glance

As of Sep 28, 2026

58.8%Verified-email coverage

130.4Average contacts per company

11-50Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 45 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 Chicago, 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 Chicago 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, 3,449 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

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 Chicago, United States?

RevenueBase identified 45 investment banking platforms headquartered in Chicago, 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?

William Blair, headquartered in Chicago, 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). Chicago has 45.

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 3,449 verified decision-maker contacts tracked across these 45 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.