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 2,932 contacts with 1,208 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 San Francisco, United States
Ranked by team size| # | Company | RevenueBase Smart Search | Contacts | ||
|---|---|---|---|---|---|
| 1 | Partial evidence | 773 contacts → | |||
“BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | Partial evidence | 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…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | Partial evidence | 395 contacts → | |||
“To learn more about our investment banking advisory services visit To learn about GLC Investment Advisors, the investment arm of GLC, visit” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | Partial evidence | 335 contacts → | |||
“Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | Partial evidence | 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…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | Partial evidence | 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…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | Partial evidence | 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…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | Indirect evidence | 61 contacts → | |||
“ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | Partial evidence | 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.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | Partial evidence | 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…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | Partial evidence | 38 contacts → | |||
“Peak Technology Partners is an independent investment bank that provides strategic and financial advice to high-growth technology companies.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | Partial evidence | 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.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | Partial evidence | 22 contacts → | |||
“GrowthPoint Technology Partners is a global investment bank specializing in mergers & acquisitions and capital advisory for mid-market technology companies.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | Partial evidence | 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…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 15 | Partial evidence | 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…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 16 | Indirect evidence | 13 contacts → | |||
“Builder Advisor Group provides mergers & acquisitions, capital raising, and debt restructuring services to the residential real estate industry.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 17 | Partial evidence | 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…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 18 | Partial evidence | 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…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 19 | Partial evidence | 9 contacts → | |||
“Scenic Advisement is the leading investment bank focused on secondary and primary capital raises for leading private companies.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 20 | Partial evidence | 9 contacts → | |||
“Stepmark Partners is the only investment bank dedicated exclusively to the AI industry.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 21 | Indirect evidence | 8 contacts → | |||
“Inverness Advisors is a strategic advisor to middle-market and growth stage companies in the technology, media, healthcare and services sectors.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 22 | Indirect evidence | 8 contacts → | |||
“Hard Fork Capital Partners is a merchant bank built for consequential transactions.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 23 | Partial evidence | 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…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 24 | Partial evidence | 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…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 25 | Partial evidence | 6 contacts → | |||
“Sierra Pacific Partners is a boutique investment bank offering mergers and acquisitions and other advisory services.” 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 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 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 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, 1,208 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 San Francisco, United States?
61 investment banks are listed for San Francisco.
Which city has the most investment banks based in San Francisco, 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 San Francisco, United States?
The directory includes 2,932 contacts and 1,208 email addresses for investment banks based in San Francisco, 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.