Company lists · Data refreshed September 2026
Top 25 Investment banks based in San Francisco, United States
This directory lists 61 investment banks based in San Francisco, United States and includes 3,020 contacts with 1,210 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); San Francisco has 61.
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.
The 25 largest investment banks based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 773 contacts → | ||||
Partial evidence “BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 2 | 454 contacts → | ||||
Partial evidence “GCA Advisors, LLC is the US business of GCA, a global investment bank that provides strategic M&A, capital markets and private funds advisory services to growth companies and…” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 3 | 395 contacts → | ||||
Partial evidence “To learn more about our investment banking advisory services visit To learn about GLC Investment Advisors, the investment arm of GLC, visit” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 4 | 335 contacts → | ||||
Partial evidence “Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 5 | 116 contacts → | ||||
Partial evidence “Qatalyst Partners is a global, independent investment bank that provides high impact strategic and financial advice to senior management and boards of established and emerging…” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 6 | 112 contacts → | ||||
Partial evidence “Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and…” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 7 | 97 contacts → | ||||
Partial evidence “North Point is a leading independent investment bank focused on providing financial advice on mergers and acquisitions and raising institutional capital to meet the growth…” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 8 | 61 contacts → | ||||
Indirect evidence “ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 9 | 52 contacts → | ||||
Partial evidence “Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 10 | 49 contacts → | ||||
Partial evidence “Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing and…” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 11 | 38 contacts → | ||||
Partial evidence “Peak Technology Partners is an independent investment bank that provides strategic and financial advice to high-growth technology companies.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 12 | 31 contacts → | ||||
Partial evidence “Vista Point Advisors is a boutique sell-side investment bank providing unconflicted M&A and capital raising advice to founder-led software, AI, and internet businesses.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 13 | 22 contacts → | ||||
Partial evidence “GrowthPoint Technology Partners is a global investment bank specializing in mergers & acquisitions and capital advisory for mid-market technology companies.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 14 | 22 contacts → | ||||
Partial evidence “Founded in 2011 and rebranded as Nfluence Partners in 2018, Nfluence Partners is a boutique Investment Bank focused on advising companies at the intersection of technology and the…” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 15 | 16 contacts → | ||||
Partial evidence “Castle Crow is a merchant banking group specializing in buyside private equity investments and now has affiliated deal team professionals in five North American locations…” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 16 | 13 contacts → | ||||
Indirect evidence “Builder Advisor Group provides mergers & acquisitions, capital raising, and debt restructuring services to the residential real estate industry.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 17 | 13 contacts → | ||||
Partial evidence “Telegraph Hill Advisors is a boutique investment bank based in San Francisco providing M&A, capital raising, and financial advisory services to emerging and growth technology…” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 18 | 12 contacts → | ||||
Partial evidence “Vaquero Capital is an investment banking and advisory firm that is focused on serving entrepreneurs and investors in rapidly growing businesses that have exceptional profit…” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 19 | 9 contacts → | ||||
Partial evidence “Scenic Advisement is the leading investment bank focused on secondary and primary capital raises for leading private companies.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 20 | 9 contacts → | ||||
Partial evidence “Stepmark Partners is the only investment bank dedicated exclusively to the AI industry.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 21 | 8 contacts → | ||||
Indirect evidence “Inverness Advisors is a strategic advisor to middle-market and growth stage companies in the technology, media, healthcare and services sectors.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 22 | 8 contacts → | ||||
Indirect evidence “Hard Fork Capital Partners is a merchant bank built for consequential transactions.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 23 | 8 contacts → | ||||
Partial evidence “Palmares Advisors is a boutique technology investment banking firm comprised of former senior operating executives who bring operating experience and insight along with a buyer’s…” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 24 | 7 contacts → | ||||
Partial evidence “Avid Capital Advisors is a leading, worldwide investment bank that provides top-tier strategic and financial guidance to senior management and boards of established and growing…” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 25 | 6 contacts → | ||||
Partial evidence “Sierra Pacific Partners is a boutique investment bank offering mergers and acquisitions and other advisory services.” Source: RevenueBase Database · checked Sep 15, 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 61 investment banks based in San Francisco, United States
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Investment banks based in San Francisco, United States at a glance
As of Sep 15, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 61 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 San Francisco, 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 San Francisco 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, 1,210 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
- Investment banks in New York458
- Investment banks in Los Angeles77
- Investment banks in Chicago75
- Investment banks in Dallas53
- Investment banks in Atlanta46
- Investment banks in Boston45
- Investment banks in Houston44
- Investment banks in Charlotte38
- Investment banks in Miami38
- Investment banks in Denver27
- Investment banks in Austin26
Frequently asked
How many investment banks are based in San Francisco, United States?
61 investment banks are listed for San Francisco.
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). San Francisco has 61.
How can I find contacts at investment banks based in San Francisco, United States?
The directory includes 3,020 contacts and 1,210 email addresses for investment banks based in San Francisco, United States.
Ready to reach these companies? Verified emails and direct dials for all 61 investment banks based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
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
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.
More company lists
Company intelligence · public preview
Top 25 investment banks based in San Francisco, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 61 matching company records for investment banks based in San Francisco, United States, with 3,020 tracked contacts and 1,210 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 15, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment banks based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 773 contacts → |
“BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 454 contacts → |
“GCA Advisors, LLC is the US business of GCA, a global investment bank that provides strategic M&A, capital markets and private funds advisory services to growth companies and…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 395 contacts → |
“To learn more about our investment banking advisory services visit To learn about GLC Investment Advisors, the investment arm of GLC, visit” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 335 contacts → |
“Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 116 contacts → |
“Qatalyst Partners is a global, independent investment bank that provides high impact strategic and financial advice to senior management and boards of established and emerging…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 112 contacts → |
“Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 97 contacts → |
“North Point is a leading independent investment bank focused on providing financial advice on mergers and acquisitions and raising institutional capital to meet the growth…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 61 contacts → |
“ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 52 contacts → |
“Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 49 contacts → |
“Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing and…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 38 contacts → |
“Peak Technology Partners is an independent investment bank that provides strategic and financial advice to high-growth technology companies.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 31 contacts → |
“Vista Point Advisors is a boutique sell-side investment bank providing unconflicted M&A and capital raising advice to founder-led software, AI, and internet businesses.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 22 contacts → |
“GrowthPoint Technology Partners is a global investment bank specializing in mergers & acquisitions and capital advisory for mid-market technology companies.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 22 contacts → |
“Founded in 2011 and rebranded as Nfluence Partners in 2018, Nfluence Partners is a boutique Investment Bank focused on advising companies at the intersection of technology and the…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 16 contacts → |
“Castle Crow is a merchant banking group specializing in buyside private equity investments and now has affiliated deal team professionals in five North American locations…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Builder Advisor Group provides mergers & acquisitions, capital raising, and debt restructuring services to the residential real estate industry.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Telegraph Hill Advisors is a boutique investment bank based in San Francisco providing M&A, capital raising, and financial advisory services to emerging and growth technology…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Vaquero Capital is an investment banking and advisory firm that is focused on serving entrepreneurs and investors in rapidly growing businesses that have exceptional profit…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 9 contacts → |
“Scenic Advisement is the leading investment bank focused on secondary and primary capital raises for leading private companies.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 9 contacts → |
“Stepmark Partners is the only investment bank dedicated exclusively to the AI industry.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 8 contacts → |
“Inverness Advisors is a strategic advisor to middle-market and growth stage companies in the technology, media, healthcare and services sectors.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“Hard Fork Capital Partners is a merchant bank built for consequential transactions.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“Palmares Advisors is a boutique technology investment banking firm comprised of former senior operating executives who bring operating experience and insight along with a buyer’s…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Avid Capital Advisors is a leading, worldwide investment bank that provides top-tier strategic and financial guidance to senior management and boards of established and growing…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: San Francisco, NV, United StatesReported employees: 1-10 | San Francisco, NV, United States | 1-10 | Exact match | 6 contacts → |
“Sierra Pacific Partners is a boutique investment bank offering mergers and acquisitions and other advisory services.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 61 company matches
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Investment banks: dataset insights
September 15, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
61 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 61 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 15, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment banks by metro in the United States
- Investment banks in New York458
- Investment banks in Los Angeles77
- Investment banks in Chicago75
- Investment banks in Dallas53
- Investment banks in Atlanta46
- Investment banks in Boston45
- Investment banks in Houston44
- Investment banks in Charlotte38
- Investment banks in Miami38
- Investment banks in Denver27
- Investment banks in Austin26
Questions about this company list
What does Exact match mean for investment banks?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment banks did RevenueBase find based in San Francisco, United States?
The saved snapshot records 61 matching company records, 3,020 tracked contacts and 1,210 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 15, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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
Cite this list
RevenueBase Data Team. Top 25 investment banks based in San Francisco, United States. Snapshot: September 15, 2026. https://revenuebase.ai/companies/investment-banks/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 investment banks based in San Francisco, United States
RevenueBase records 61 matching company records for investment banks based in San Francisco, United States, with 3,020 tracked contacts and 1,210 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 15, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment banks based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 773 contacts → |
“BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 454 contacts → |
“GCA Advisors, LLC is the US business of GCA, a global investment bank that provides strategic M&A, capital markets and private funds advisory services to growth companies and…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 395 contacts → |
“To learn more about our investment banking advisory services visit To learn about GLC Investment Advisors, the investment arm of GLC, visit” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 335 contacts → |
“Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 116 contacts → |
“Qatalyst Partners is a global, independent investment bank that provides high impact strategic and financial advice to senior management and boards of established and emerging…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 112 contacts → |
“Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 97 contacts → |
“North Point is a leading independent investment bank focused on providing financial advice on mergers and acquisitions and raising institutional capital to meet the growth…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 61 contacts → |
“ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 52 contacts → |
“Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 49 contacts → |
“Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing and…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 38 contacts → |
“Peak Technology Partners is an independent investment bank that provides strategic and financial advice to high-growth technology companies.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 31 contacts → |
“Vista Point Advisors is a boutique sell-side investment bank providing unconflicted M&A and capital raising advice to founder-led software, AI, and internet businesses.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 22 contacts → |
“GrowthPoint Technology Partners is a global investment bank specializing in mergers & acquisitions and capital advisory for mid-market technology companies.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 22 contacts → |
“Founded in 2011 and rebranded as Nfluence Partners in 2018, Nfluence Partners is a boutique Investment Bank focused on advising companies at the intersection of technology and the…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 16 contacts → |
“Castle Crow is a merchant banking group specializing in buyside private equity investments and now has affiliated deal team professionals in five North American locations…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Builder Advisor Group provides mergers & acquisitions, capital raising, and debt restructuring services to the residential real estate industry.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Telegraph Hill Advisors is a boutique investment bank based in San Francisco providing M&A, capital raising, and financial advisory services to emerging and growth technology…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Vaquero Capital is an investment banking and advisory firm that is focused on serving entrepreneurs and investors in rapidly growing businesses that have exceptional profit…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 9 contacts → |
“Scenic Advisement is the leading investment bank focused on secondary and primary capital raises for leading private companies.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 9 contacts → |
“Stepmark Partners is the only investment bank dedicated exclusively to the AI industry.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 8 contacts → |
“Inverness Advisors is a strategic advisor to middle-market and growth stage companies in the technology, media, healthcare and services sectors.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“Hard Fork Capital Partners is a merchant bank built for consequential transactions.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“Palmares Advisors is a boutique technology investment banking firm comprised of former senior operating executives who bring operating experience and insight along with a buyer’s…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Avid Capital Advisors is a leading, worldwide investment bank that provides top-tier strategic and financial guidance to senior management and boards of established and growing…” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: San Francisco, NV, United StatesReported employees: 1-10 | San Francisco, NV, United States | 1-10 | Exact match | 6 contacts → |
“Sierra Pacific Partners is a boutique investment bank offering mergers and acquisitions and other advisory services.” Recorded description excerpt · September 15, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 61 company matches
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Investment banks: dataset insights
September 15, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
61 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 61 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 15, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment banks by metro in the United States
- Investment banks in New York458
- Investment banks in Los Angeles77
- Investment banks in Chicago75
- Investment banks in Dallas53
- Investment banks in Atlanta46
- Investment banks in Boston45
- Investment banks in Houston44
- Investment banks in Charlotte38
- Investment banks in Miami38
- Investment banks in Denver27
- Investment banks in Austin26
Questions about this company list
What does Exact match mean for investment banks?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment banks did RevenueBase find based in San Francisco, United States?
The saved snapshot records 61 matching company records, 3,020 tracked contacts and 1,210 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 15, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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
Cite this list
RevenueBase Data Team. Top 25 investment banks based in San Francisco, United States. Snapshot: September 15, 2026. https://revenuebase.ai/companies/investment-banks/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗