Company lists · Data refreshed September 2026

Top 25 Investment banks based in Boston, United States

Name: Investment banks based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 15, 2026 45 companies tracked

This directory lists 45 investment banks based in Boston, United States and includes 1,022 contacts with 481 email addresses. The list was last updated in September 2026. Across the United States, New York is the largest hub for this category (458 companies); Boston has 45.

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 15, 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 15, 2026 86% judged on-target in blind review

45Companies

1,022Contacts tracked

481Verified emails

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The 25 largest investment banks based in Boston, United States

Ranked by team size

Top 25 of 45 investment banks based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 15, 2026. RevenueBase Smart Search rates how each company's information relates to investment banks: 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	Capstone Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	51-200	276 contacts →
	Partial evidence “For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory…” Source: RevenueBase Database · checked Sep 15, 2026
2	AGC Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	51-200	109 contacts →
	Partial evidence “AGC Partners is a global technology investment bank focused on middle market M&A and growth equity financings for emerging growth companies.” Source: RevenueBase Database · checked Sep 15, 2026
3	G2 Capital Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	51-200	95 contacts →
	Partial evidence “G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank.” Source: RevenueBase Database · checked Sep 15, 2026
4	Shea & Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	66 contacts →
	Partial evidence “Shea & Company (member FINRA and SIPC) is a software focused investment bank that believes focus underpins success, and success is measured by the outcomes we achieve with our…” Source: RevenueBase Database · checked Sep 15, 2026
5	Locust Walk	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	49 contacts →
	Partial evidence “Locust Walk is a global investment bank that partners with founders, executives, and board members to drive strategic transactions and create newcos to finance innovation.” Source: RevenueBase Database · checked Sep 15, 2026
6	Versailles Group, LTD	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	49 contacts →
	Partial evidence “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Source: RevenueBase Database · checked Sep 15, 2026
7	Aeris Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	49 contacts →
	Partial evidence “Aeris Partners LLC is a premier technology M&A investment bank serving high-growth, market-shaping software, SaaS (software-as-a-service), digital media, business information and…” Source: RevenueBase Database · checked Sep 15, 2026
8	Covington Associates	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	36 contacts →
	Partial evidence “Covington Associates is an investment banking firm offering advisory services in the areas of M&A, capital raising, strategic advisory, fairness opinions, and valuations to…” Source: RevenueBase Database · checked Sep 15, 2026
9	BOWEN	Indirect evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	32 contacts →
	Indirect evidence “Bowen partners with growth tech companies to drive value creation within the innovation economy.” Source: RevenueBase Database · checked Sep 15, 2026
10	Chestnut Partners, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	29 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 15, 2026
11	Bellmark Partners, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	20 contacts →
	Partial evidence “BellMark Partners, LLC is an independent investment bank that provides M&A advisory and investment banking services to middle market companies.” Source: RevenueBase Database · checked Sep 15, 2026
12	Financeboston	Indirect evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	19 contacts →
	Indirect evidence “FinanceBoston, Inc.” Source: RevenueBase Database · checked Sep 15, 2026
13	Whipstitch Capital	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	19 contacts →
	Partial evidence “Whipstitch Capital is a specialized investment bank that provides mergers & acquisitions and private placement advisory services to consumer products companies.” Source: RevenueBase Database · checked Sep 15, 2026
14	C.W. Downer & CO	Indirect evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	201-500	17 contacts →
	Indirect evidence “C.W.” Source: RevenueBase Database · checked Sep 15, 2026
15	Tully & Holland	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	15 contacts →
	Partial evidence “Tully & Holland is one of Boston’s most active independently owned investment banking firms.” Source: RevenueBase Database · checked Sep 15, 2026
16	Colchester Partners LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	14 contacts →
	Partial evidence “Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002.” Source: RevenueBase Database · checked Sep 15, 2026
17	Dunn Rush & Co. LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	1-10	13 contacts →
	Partial evidence “Dunn Rush & Co: The Business Owner's Investment Bank Dunn Rush & Co.” Source: RevenueBase Database · checked Sep 15, 2026
18	Consensus Consumer	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	13 contacts →
	Partial evidence “Consensus is a boutique investment bank focused exclusively on consumer-facing companies.” Source: RevenueBase Database · checked Sep 15, 2026
19	Wealthtech Strategy Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	1-10	13 contacts →
	Partial evidence “The only investment bank focused exclusively on WealthTech.” Source: RevenueBase Database · checked Sep 15, 2026
20	Waterway Capital, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	10 contacts →
	Partial evidence “Waterway Capital is a FINRA/SEC-registered broker-dealer and investment bank specializing in debt financing for the commercial real estate industry.” Source: RevenueBase Database · checked Sep 15, 2026
21	Kaufman & Company, LLC	Partial evidence	Boston, United StatesHQ checked Sep 15, 2026	1-10	8 contacts →
	Partial evidence “Founded in 1978, Kaufman & Company is a boutique investment bank focused on providing M&A advisory and private placement services to middle and emerging market companies.” Source: RevenueBase Database · checked Sep 15, 2026
22	Consilium Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	11-50	7 contacts →
	Partial evidence “Founded in Consilium Partners is a Boston-based investment banking firm providing merger and acquisition advisory and capital raising services to middle market and emerging growth…” Source: RevenueBase Database · checked Sep 15, 2026
23	Merrimack Group	Partial evidence	Boston, United StatesHQ checked Sep 15, 2026	1-10	5 contacts →
	Partial evidence “Merrimack Group is a specialist investment bank focused on providing sell-side mergers and acquisitions advisory services to technical product companies.” Source: RevenueBase Database · checked Sep 15, 2026
24	Keene Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 15, 2026	1-10	4 contacts →
	Partial evidence “Keene Advisors is an independent investment bank and strategy consulting firm built to serve private, founder-led, and family-owned companies.” Source: RevenueBase Database · checked Sep 15, 2026
25	North River Capital Advisors	Partial evidence	Boston, United StatesHQ checked Sep 15, 2026	1-10	3 contacts →
	Partial evidence “North River Capital Advisors is the leader in providing investment banking services to small and mid cap companies in the Energy Transition + Sustainability Sector.” Source: RevenueBase Database · checked Sep 15, 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 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 45 investment banks based in Boston, United States

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Investment banks based in Boston, United States at a glance

As of Sep 15, 2026

47.1%Verified-email coverage

22.7Average contacts per company

11-50Median size (employees)

Sep 15, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 45 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 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 Boston, 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 Boston 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, 481 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 15, 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 in the United States

Frequently asked

How many investment banks are based in Boston, United States?

45 investment banks are listed for Boston.

Which city in the United States has the most investment banks?

New York leads the United States with 458 headquartered companies, followed by Los Angeles (77) and Chicago (75). Boston has 45.

How can I find contacts at investment banks based in Boston, United States?

The directory includes 1,022 contacts and 481 email addresses for investment banks based in Boston, United States.

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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.