Company lists · Data refreshed September 2026

Top 21 Investment banking software companies based in Chicago, United States

RevenueBase identified 38 investment banking software companies headquartered in Chicago, United States as of September 2026 and tracks 3,445 professional contacts across them, including 1,757 with verified work emails. Across the United States, New York is the largest hub for this category (186 companies); Chicago follows with 38.

This list covers investment banking software companies 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
38Companies
3,445Contacts tracked
1,757Verified emails
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The 21 largest investment banking software companies based in Chicago, United States

Ranked by team size
Top 21 of 38 investment banking software companies 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 software companies: 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
1Strong evidenceChicago, IL, United StatesHQ checked Sep 28, 20261,001-5,0001,489 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
2Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 2026201-5001,236 contacts →

Partial evidence

“About Trading Technologies Trading Technologies is a Software-as-a-Service (SaaS) technology platform provider to the global capital markets industry.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 2026201-500277 contacts →

Indirect evidence

“Wolverine is a diversified financial institution specializing in proprietary trading, asset management, order execution services, and technology solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202651-20095 contacts →

Indirect evidence

“SpiderRock is a leading provider of advanced trading, risk management, and data solutions for global derivatives markets.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202651-20069 contacts →

Indirect evidence

“Sterling offers trading platforms, OMS and infrastructure solutions and risk and margin tools.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202651-20054 contacts →

Indirect evidence

“Powering Global Trading Since 1989 Quick Suite Trading (QST) delivers fast, secure, and reliable technology solutions for the financial services industry.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-5039 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
8Strong evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-5024 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
9Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

“BornTec is a Chicago-based technology solutions firm.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-5017 contacts →

Indirect evidence

“Rival Systems empowers firms in the capital markets with the technology and resources required to compete in today’s markets.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-5015 contacts →

Partial evidence

“Deep Systems provides the financial industry with state-of-the-art strategically applied solutions for servicing software, infrastructure and managed IT.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceChicago, United StatesHQ checked Sep 28, 202611-5013 contacts →

Partial evidence

“Symphono is a technology consulting firm focused on technology implementation strategy and custom software development in the the capital markets and in the collaboration domain.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-1011 contacts →

Partial evidence

“Elmcore Securities is a member FINRA/SIPC investment bank headquartered in Chicago, IL.”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-105 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
15Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-502 contacts →

Partial evidence

“Advanced Objects is a software development and technology consulting firm that enables Broker/Dealer platforms, RIAs, Asset Managers and Financial Advisors to scale their business…”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Sarna Technologies leverages the latest advancements in technology to respond to the growing needs of broker dealers, professional traders, clearing firms, and exchanges.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-502 contacts →

Indirect evidence

“The TradeTools FX technology group was founded in 2008 by a group of highly experienced IT professionals with the goal to create simple, secure and user friendly solutions for the…”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceChicago, United StatesHQ checked Sep 28, 20261-101 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
19Indirect evidenceChicago, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-101 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
21Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Since 1985, The ARC has assisted a variety of organizations in the design, development, and delivery of financial software applications.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 21 of 38 investment banking software companies based in Chicago, United States

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Investment banking software companies based in Chicago, United States at a glance

As of Sep 28, 2026
51.0%Verified-email coverage
90.7Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
10
11-50
21
51-200
3
201-500
2
501-1,000
1
1,001-5,000
1

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 38 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 software companies, 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 software companies”. 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 software companies), 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 software companies, 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, 1,757 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 software companies, 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 software companies are there based in Chicago, United States?

RevenueBase identified 38 investment banking software companies 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?

Lincoln International, headquartered in Chicago, tops this list with the largest team on record.

Which city in the United States has the most investment banking software companies?

New York leads the United States with 186 headquartered companies, followed by Chicago (38) and San Francisco (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 1,757 verified decision-maker contacts tracked across these 38 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.