Company lists · Data refreshed October 2026

Top 23 Investment banks and m and a advisors based in Miami, United States

RevenueBase identified 155 company matches for investment banks and m and a advisors associated with Miami, United States as of October 2026 and tracks 1,370 professional contacts across them, including 284 with verified work emails. Across the United States, New York is the largest hub for this category (967 companies); Miami has 155.

This list covers company matches for investment banks and m and a advisors associated with Miami, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Oct 17, 2026 How this list was built
155Companies
1,370Contacts tracked
284Verified emails
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The 23 largest investment banks and m and a advisors based in Miami, United States

Ranked by team size
Top 23 of 155 company matches for investment banks and m and a advisors based in Miami, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202651-200121 contacts →

Exact match

“NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202651-20038 contacts →

Exact match

“Proxy Financial is an avant-garde financial services company offering turn-key capital solutions on a global platform through finance vehicle architecture, fund monitoring, fund…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202611-5035 contacts →

Exact match

“BroadSpan Capital LLC is a leading independent investment banking firm that specializes in Latin America and the Caribbean.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202611-5033 contacts →

Exact match

“Arcadia Capital is the premier strategic advisor and investment bank to emerging and established leaders in the technology and software ecosystem.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202651-20031 contacts →

Exact match

“ACP is a Financial services group headquartered in Miami with professional presence in New York, Dallas, Buenos Aires, Lima, Santiago and Montevideo.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202611-5029 contacts →

Exact match

“Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202611-5019 contacts →

Exact match

“As financial advisors, we have the privilege of guiding our clients through life’s financial complexities with a steadfast commitment to exceptional service and personalized…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202611-5019 contacts →

Exact match

“We are a financial management consulting firm in downtown Miami, Florida.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202611-5019 contacts →

Exact match

“Newflow Partners is a strategic advisory firm that works with a select group of private equity firms, family offices and entrepreneurs.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202611-5017 contacts →

Exact match

“Atlantico Capital is a financial advisory boutique that provides M&A, corporate finance and project finance advisory in middle market transactions, with a focus on cross border…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202611-5016 contacts →

Exact match

“Cassel Salpeter & Co.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12Exact matchMiami, FL, United StatesHQ recorded Oct 17, 20261-1015 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202611-5013 contacts →

Exact match

“Invermaster is an investment banking boutique and a venture capital firm.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14Exact matchMiami, United StatesHQ recorded Oct 17, 202611-5012 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15Exact matchMiami, United StatesHQ recorded Oct 17, 20261-108 contacts →

Exact match

“Built on passion and expertise, Altitude Cyber offers strategic advisory services tailored to founders, early stage start-ups, investors, and their boards.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202611-508 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17Exact matchMiami, FL, United StatesHQ recorded Oct 17, 20261-108 contacts →

Exact match

“J2advisors is a boutique strategic advisory firm powered by a sophisticated law practice.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18Exact matchMiami, FL, United StatesHQ recorded Oct 17, 20261-106 contacts →

Exact match

“Horizon Partners is a boutique financial advisory firm serving mid-market companies in the Digital Media, Interactive Marketing, and Software industries.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202651-2006 contacts →

Exact match

“The global trusted M&A advisor.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20Exact matchMiami, FL, United StatesHQ recorded Oct 17, 202611-505 contacts →

Exact match

“Northwind Investment Group is an investment firm that provides wide range of strategic financial opportunities for investors as well as institutional investors.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21Exact matchMiami, FL, United StatesHQ recorded Oct 17, 20261-105 contacts →

Exact match

“New World Markets is a boutique advisory firm with a proven track record across strategic collaborations, M&A and supply chain efforts for a range of clients.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22Exact matchMiami, FL, United StatesHQ recorded Oct 17, 20261-103 contacts →

Exact match

“We bring a familial approach to solving complex financial needs for companies that need it most.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23Exact matchMiami, FL, United StatesHQ recorded Oct 17, 20261-103 contacts →

Exact match

“Hybrid Capital is a boutique capital and business strategy firm.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase

Showing 23 of 155 investment banks and m and a advisors based in Miami, United States

See the full list, filter by size, metro and specialty, and access 284 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment banks and m and a advisors based in Miami, United States at a glance

As of Oct 17, 2026
20.7%Verified-email coverage
8.8Average contacts per company
1-10Median size (employees)
Oct 17, 2026Page data refreshed

Companies by employee count

1-10
95
11-50
46
51-200
12
201-500
2

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 155 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Miami, United States whose business descriptions match “investment banks and m and a advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 284 professional contacts with verified work emails across the full matched dataset. 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 October 17, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Investment banks and m and a advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment banks and m and a advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment banks and m and a advisors are there based in Miami, United States?

RevenueBase identified 155 company matches for investment banks and m and a advisors associated with Miami, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

NPC Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most investment banks and m and a advisors?

New York leads the United States with 967 company records, followed by Chicago (218) and Los Angeles (200). Miami has 155.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 284 professional contacts with verified work emails tracked across these 155 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 17, 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 SmartSearch, 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.