Company lists · Data refreshed September 2026
Top 25 Investment banks based in the United States
This directory lists 2,261 investment banks based in the United States and includes 643,482 contacts with 240,928 email addresses. The list was last updated in September 2026; New York is the single most-represented city among the companies listed.
Investment banks advise companies, governments, and other institutions on capital raising, mergers and acquisitions, securities underwriting, and related financial transactions. This list covers companies that provide investment banking services, including corporate finance advice, securities underwriting, mergers and acquisitions advice, or related transaction services. Ranked by team size, largest first. Data current as of September 6, 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.
The 25 largest investment banks based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 215,533 contacts → | ||||
Indirect evidence “With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | 170,389 contacts → | ||||
Indirect evidence “Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | 91,146 contacts → | ||||
Partial 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 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | 15,554 contacts → | ||||
Indirect evidence “From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | 13,591 contacts → | ||||
Indirect evidence “We’d love to stay connected with you!” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10,440 contacts → | ||||
Indirect evidence “We’d love to stay connected with you!” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7,353 contacts → | ||||
Partial evidence “Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management…” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6,913 contacts → | ||||
Partial evidence “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5,330 contacts → | ||||
Indirect evidence “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4,405 contacts → | ||||
Indirect evidence “A través de nuestros más de 129 años de historia, nos hemos distinguido por la excelencia y diversidad de talento de nuestra gente, unido a los valores institucionales que nos han…” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3,912 contacts → | ||||
Indirect evidence “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3,576 contacts → | ||||
Partial evidence “Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and…” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3,296 contacts → | ||||
Partial evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3,006 contacts → | ||||
Partial evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2,324 contacts → | ||||
Partial 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 6, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 6, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1,748 contacts → | ||||
Partial evidence “Guggenheim Partners is a global investment and advisory firm.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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 6, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1,489 contacts → | ||||
Partial 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 6, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 6, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1,345 contacts → | ||||
Indirect evidence “Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for companies, state and local governments, institutions…” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1,325 contacts → | ||||
Partial evidence “Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1,139 contacts → | ||||
Indirect evidence “Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1,023 contacts → | ||||
Indirect evidence “We know that successful, long-term business relationships depend upon delivering results for our clients.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
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 banks. 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 banks.
- Partial evidence
- Its own public description names part of investment banks, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment banks. 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 2,261 investment banks based in the United States
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Investment banks based in the United States at a glance
As of Sep 6, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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 banks, 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 the United States whose own description of what they do matches “investment banks”. 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 banks), 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 banks, and records with no verified work email. Companies headquartered outside United States 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, 240,928 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 6, 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 banks by metro
- Investment banks in New York480
- Investment banks in Chicago79
- Investment banks in Los Angeles78
- Investment banks in San Francisco61
- Investment banks in Dallas55
- Investment banks in Atlanta52
- Investment banks in Miami49
- Investment banks in Boston48
- Investment banks in Houston48
- Investment banks in Charlotte44
- Investment banks in Austin29
- Investment banks in Denver29
- Investment banks in Minneapolis26
- Investment banks in Washington25
Frequently asked
How many investment banks are based in the United States?
2,261 investment banks are listed for United States.
Which city has the most investment banks based in the United States?
New York is the single most-represented city among the companies on this list.
How can I find contacts at investment banks based in the United States?
The directory includes 643,482 contacts and 240,928 email addresses for investment banks based in the United States.
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Investment banks by geography
- Investment banks based in the United Kingdom
- Investment banks based in Brazil
- Investment banks based in France
- Investment banks based in Canada
- Investment banks based in Australia
- Investment banks based in Spain
- Investment banks based in Italy
- Investment banks based in Germany
- Investment banks based in Mexico
- Investment banks based in the Netherlands
- Investment banks based in Switzerland
- Investment banks based in Argentina
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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.