Company lists · Data refreshed September 2026
Top 25 Investment banks based in Boston, United States
This directory lists 48 investment banks based in Boston, United States and includes 1,090 contacts with 494 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 Boston, United States
Ranked by team size| # | Company | RevenueBase Smart Search | Contacts | ||
|---|---|---|---|---|---|
| 1 | Partial evidence | 276 contacts → | |||
“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: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | Partial evidence | 109 contacts → | |||
“AGC Partners is a global technology investment bank focused on middle market M&A and growth equity financings for emerging growth companies.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | Partial evidence | 95 contacts → | |||
“G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | Partial evidence | 66 contacts → | |||
“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: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | Indirect evidence | 64 contacts → | |||
“Founded 2007 in Boston, MA, our firm began as a strategic advisory and banking practice focused on the bleeding edge of payments technology.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | Partial evidence | 49 contacts → | |||
“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: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | Partial evidence | 49 contacts → | |||
“Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | Partial evidence | 49 contacts → | |||
“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: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | Partial evidence | 36 contacts → | |||
“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: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | Indirect evidence | 32 contacts → | |||
“Bowen partners with growth tech companies to drive value creation within the innovation economy.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | Indirect evidence | 29 contacts → | |||
Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | Partial evidence | 20 contacts → | |||
“BellMark Partners, LLC is an independent investment bank that provides M&A advisory and investment banking services to middle market companies.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | Indirect evidence | 19 contacts → | |||
“FinanceBoston, Inc.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | Partial evidence | 19 contacts → | |||
“Whipstitch Capital is a specialized investment bank that provides mergers & acquisitions and private placement advisory services to consumer products companies.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 15 | Indirect evidence | 17 contacts → | |||
“C.W.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 16 | Partial evidence | 15 contacts → | |||
“Tully & Holland is one of Boston’s most active independently owned investment banking firms.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 17 | Partial evidence | 14 contacts → | |||
“Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 18 | Partial evidence | 13 contacts → | |||
“Dunn Rush & Co: The Business Owner's Investment Bank Dunn Rush & Co.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 19 | Partial evidence | 13 contacts → | |||
“Consensus is a boutique investment bank focused exclusively on consumer-facing companies.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 20 | Partial evidence | 13 contacts → | |||
“The only investment bank focused exclusively on WealthTech.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 21 | Partial evidence | 10 contacts → | |||
“Waterway Capital is a FINRA/SEC-registered broker-dealer and investment bank specializing in debt financing for the commercial real estate industry.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 22 | Partial evidence | 8 contacts → | |||
“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: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 23 | Partial evidence | 7 contacts → | |||
“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: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 24 | Partial evidence | 5 contacts → | |||
“Merrimack Group is a specialist investment bank focused on providing sell-side mergers and acquisitions advisory services to technical product companies.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 25 | Partial evidence | 4 contacts → | |||
“Keene Advisors is an independent investment bank and strategy consulting firm built to serve private, founder-led, and family-owned companies.” Source: company website · 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 48 investment banks based in Boston, United States
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Investment banks based in Boston, United States at a glance
As of Sep 6, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 48 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, 494 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 in the United States
- 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 Boston, United States?
48 investment banks are listed for Boston.
Which city has the most investment banks based in Boston, 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 Boston, United States?
The directory includes 1,090 contacts and 494 email addresses for investment banks based in Boston, United States.
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Investment banks by geography
- Investment banks based in the United States
- 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
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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.