Company lists · Data refreshed September 2026

Top 13 Investment banking platforms based in Miami, United States

RevenueBase identified 36 investment banking platforms headquartered in Miami, United States as of September 2026 and tracks 1,059 professional contacts across them, including 332 with verified work emails. Across the United States, New York is the largest hub for this category (399 companies); Miami has 36.

This list covers investment banking platforms headquartered in Miami, 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
36Companies
1,059Contacts tracked
332Verified emails
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The 13 largest investment banking platforms based in Miami, United States

Ranked by team size
Top 13 of 36 investment banking platforms based in Miami, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceMiami, FL, United StatesHQ checked Sep 28, 2026501-1,000742 contacts →

Partial evidence

“Santander Private Banking International (SPBI) is the international private banking unit of the Wealth Management & Insurance Division of the Santander Group.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 202651-20028 contacts →

Indirect evidence

“Templum is the operating infrastructure for the future of private markets.”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceMiami, United StatesHQ checked Sep 28, 202611-5028 contacts →

Strong evidence

“Culmen Capital stands at the intersection of traditional Investment Banking excellence and forward-thinking Capital Advisory services.”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-5027 contacts →

Strong evidence

“Asset management, brokerage, futures, and investment banking services for discerning individuals and institutions.”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceMiami, United StatesHQ checked Sep 28, 202611-5021 contacts →

Strong evidence

“LYNK Markets is a leading alternative investment platform that connect portfolio managers, investors and distributors with a vast array of bankable alt investments.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-1016 contacts →

Partial evidence

“Core Finance is a leading technology focused investment bank delivering comprehensive range of advisory and capital raising solutions to the most innovative companies…”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-5015 contacts →

Indirect evidence

“Cassel Salpeter & Co.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-506 contacts →

Partial evidence

“Schwendel-Van Deusen is a global boutique investment bank focused on advising clients on strategic and transformative transactions.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

“Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-104 contacts →

Strong evidence

“The platform serves as a comprehensive gateway to alternative investment opportunities, catering to institutions, wealth advisors, family offices, Registered Investment Advisors…”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-502 contacts →

Partial evidence

“We’re hard at work creating a wealth management platform that will give you a simple way to grow and manage all of your money in one place in real time.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 202611-501 contacts →

Indirect evidence

“Pioneering a Sustainable Future in Corporate Finance At Liqueous, our commitment to sustainability drives us to create lasting positive change through strategic relationships with…”

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceMiami, FL, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Alhambra Circle Partners, LLC (“ACP”) provides private investment banking and advisory services with a particular emphasis within the specialty finance and financial payments…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 13 of 36 investment banking platforms based in Miami, United States

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

As of Sep 28, 2026
31.4%Verified-email coverage
29.4Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
13
11-50
18
51-200
4
501-1,000
1

Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 36 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 Miami, 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 Miami 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, 332 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.

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 Miami, United States?

RevenueBase identified 36 investment banking platforms headquartered in Miami, 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?

Santander Private Banking International, headquartered in Miami, 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). Miami has 36.

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 332 verified decision-maker contacts tracked across these 36 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.