Company lists · Data refreshed September 2026

Top 25 Investment banking platforms based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 399 companies tracked

RevenueBase identified 399 investment banking platforms headquartered in New York, United States as of September 2026 and tracks 261,945 professional contacts across them, including 125,608 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers investment banking platforms headquartered in New York, 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

399Companies

261,945Contacts tracked

125,608Verified emails

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The 25 largest investment banking platforms based in New York, United States

Ranked by team size

Top 25 of 399 investment banking platforms based in New York, 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	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
2	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
3	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
4	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
5	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
6	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
7	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
8	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
9	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
10	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
11	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
12	Marketaxess	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	866 contacts →
	Partial evidence “MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings…” Source: RevenueBase Database · checked Sep 28, 2026
13	Canaccord Genuity	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	810 contacts →
	Strong evidence “Canaccord Genuity is the global capital markets division of Canaccord Genuity Group Inc, offering institutional and corporate clients idea-driven investment banking, merger and…” Source: RevenueBase Database · checked Sep 28, 2026
14	Clear Street	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	734 contacts →
	Partial evidence “Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.” Source: RevenueBase Database · checked Sep 28, 2026
15	Guggenheim Securities	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	699 contacts →
	Strong evidence “Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Source: RevenueBase Database · checked Sep 28, 2026
16	Centerview Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	693 contacts →
	Strong evidence “Centerview Partners is a premier provider of independent investment-banking advisory services.” Source: RevenueBase Database · checked Sep 28, 2026
17	Betanxt	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	629 contacts →
	Indirect evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 28, 2026
18	Greenhill & CO	Indirect evidence	New York, United StatesHQ checked Sep 28, 2026	201-500	625 contacts →
	Indirect evidence “Greenhill & Co, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
19	Instinet Incorporated	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	474 contacts →
	Indirect evidence “When Instinet gave birth to electronic trading in 1969, we were a small tech-focused start-up with a simple point of view: technology can bring great efficiency to the financial…” Source: RevenueBase Database · checked Sep 28, 2026
20	Maxim Group LLC	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	201-500	430 contacts →
	Partial evidence “Maxim Group LLC is a leading full-service investment bank, securities and wealth management firm headquartered in mid-town Manhattan and is a registered broker-dealer with the…” Source: RevenueBase Database · checked Sep 28, 2026
21	Solomon Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	427 contacts →
	Partial evidence “Solomon Partners is a leading investment bank – one of the first independent firms in the industry.” Source: RevenueBase Database · checked Sep 28, 2026
22	Smbc Capital Markets, INC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	5,001-10,000	410 contacts →
	Partial evidence “Sumitomo Mitsui Financial Group, Inc.(SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan.” Source: RevenueBase Database · checked Sep 28, 2026
23	Drivewealth	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	339 contacts →
	Partial evidence “DriveWealth is a global B2B financial technology platform.” Source: RevenueBase Database · checked Sep 28, 2026
24	BDA Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	292 contacts →
	Strong evidence “BDA Partners is the global investment banking advisor.” Source: RevenueBase Database · checked Sep 28, 2026
25	Needham & Company	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	250 contacts →
	Strong evidence “Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” 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 399 investment banking platforms based in New York, United States

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Investment banking platforms based in New York, United States at a glance

As of Sep 28, 2026

48.0%Verified-email coverage

656.5Average contacts per company

11-50Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

118

11-50

162

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 399 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 New York, 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 New York 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, 125,608 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 New York, United States?

RevenueBase identified 399 investment banking platforms headquartered in New York, 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?

Morgan Stanley, headquartered in New York, 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).

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 125,608 verified decision-maker contacts tracked across these 399 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.