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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 6, 2026 86% judged on-target in blind review
48Companies
1,090Contacts tracked
494Verified emails
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The 25 largest investment banks based in Boston, United States

Ranked by team size
Top 25 of 48 investment banks based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 6, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202651-200276 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, 2026
2Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202651-200109 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, 2026
3Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202651-20095 contacts →

“G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank.”

Source: company website · checked Sep 6, 2026
4Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5066 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, 2026
5Indirect evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5064 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, 2026
6Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5049 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, 2026
7Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5049 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, 2026
8Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5049 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, 2026
9Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5036 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, 2026
10Indirect evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5032 contacts →

“Bowen partners with growth tech companies to drive value creation within the innovation economy.”

Source: company website · checked Sep 6, 2026
11Indirect evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5029 contacts →
Source: company website · checked Sep 6, 2026
12Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5020 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, 2026
13Indirect evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5019 contacts →

“FinanceBoston, Inc.”

Source: company website · checked Sep 6, 2026
14Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5019 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, 2026
15Indirect evidenceBoston, MA, United StatesHQ checked Sep 6, 2026201-50017 contacts →

“C.W.”

Source: company website · checked Sep 6, 2026
16Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5015 contacts →

“Tully & Holland is one of Boston’s most active independently owned investment banking firms.”

Source: company website · checked Sep 6, 2026
17Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5014 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, 2026
18Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 20261-1013 contacts →

“Dunn Rush & Co: The Business Owner's Investment Bank Dunn Rush & Co.”

Source: company website · checked Sep 6, 2026
19Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5013 contacts →

“Consensus is a boutique investment bank focused exclusively on consumer-facing companies.”

Source: company website · checked Sep 6, 2026
20Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 20261-1013 contacts →

“The only investment bank focused exclusively on WealthTech.”

Source: company website · checked Sep 6, 2026
21Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-5010 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, 2026
22Partial evidenceBoston, United StatesHQ checked Sep 6, 20261-108 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, 2026
23Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 202611-507 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, 2026
24Partial evidenceBoston, United StatesHQ checked Sep 6, 20261-105 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, 2026
25Partial evidenceBoston, MA, United StatesHQ checked Sep 6, 20261-104 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, 2026

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, 2026
45.3%Verified-email coverage
22.7Average contacts per company
11-50Median size (employees)
1000.0%Largest-city concentration · New York
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
25
51-200
4
201-500
1

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.

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.

Ready to reach these companies? Verified emails and direct dials for all 48 investment banks based in Boston, United States. Start with a free account, no credit card.

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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.