Company lists · Data refreshed September 2026

Top 25 Mid-market investment banks based in New York, United States

Name: Mid-market investment banks based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 596 companies tracked

RevenueBase identified 596 mid-market investment banks headquartered in New York, United States as of September 2026 and tracks 24,928 professional contacts across them, including 11,867 with verified work emails. New York is the largest hub.

This list covers mid-market investment banks headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 17, 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 17, 2026 86% judged on-target in blind review

596Companies

24,928Contacts tracked

11,867Verified emails

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The 25 largest mid-market investment banks based in New York, United States

Ranked by team size

Top 25 of 596 mid-market investment banks based in New York, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to mid-market investment banks: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Lazard	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	3,912 contacts →
	Indirect evidence “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Source: RevenueBase Database · checked Sep 17, 2026
2	Evercore	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	3,296 contacts →
	Partial evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 17, 2026
3	Moelis & Company	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,742 contacts →
	Partial evidence “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Source: RevenueBase Database · checked Sep 17, 2026
4	PJT Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	1,420 contacts →
	Partial evidence “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Source: RevenueBase Database · checked Sep 17, 2026
5	Nassau Street Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	n/a	904 contacts →
	Partial evidence “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Source: RevenueBase Database · checked Sep 17, 2026
6	Perella Weinberg	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	883 contacts →
	Indirect evidence “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Source: RevenueBase Database · checked Sep 17, 2026
7	Canaccord Genuity	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	810 contacts →
	Strong evidence “Canaccord Genuity is the global capital markets division of Canaccord Genuity Group Inc, offering institutional and corporate clients idea-driven investment banking, merger and…” Source: RevenueBase Database · checked Sep 17, 2026
8	Guggenheim Securities	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	699 contacts →
	Strong evidence “Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Source: RevenueBase Database · checked Sep 17, 2026
9	Centerview Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	693 contacts →
	Partial evidence “Centerview Partners is a premier provider of independent investment-banking advisory services.” Source: RevenueBase Database · checked Sep 17, 2026
10	Greenhill & CO	Indirect evidence	New York, United StatesHQ checked Sep 17, 2026	201-500	625 contacts →
	Indirect evidence “Greenhill & Co, Inc.” Source: RevenueBase Database · checked Sep 17, 2026
11	KBW	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	474 contacts →
	Indirect evidence “KBW (Keefe, Bruyette & Woods, Inc, operating in the U.S, and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel…” Source: RevenueBase Database · checked Sep 17, 2026
12	Solomon Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	201-500	427 contacts →
	Partial evidence “Solomon Partners is a leading investment bank – one of the first independent firms in the industry.” Source: RevenueBase Database · checked Sep 17, 2026
13	Geller	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	310 contacts →
	Indirect evidence “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Source: RevenueBase Database · checked Sep 17, 2026
14	BDA Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	292 contacts →
	Partial evidence “BDA Partners is the global investment banking advisor.” Source: RevenueBase Database · checked Sep 17, 2026
15	Needham & Company	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	250 contacts →
	Partial evidence “Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Source: RevenueBase Database · checked Sep 17, 2026
16	Seaport Global Holdings LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	201-500	237 contacts →
	Strong evidence “Seaport Global is a leading capital markets rm providing robust sales, trading and research services, with the resources of a full-service investment bank.” Source: RevenueBase Database · checked Sep 17, 2026
17	Brean Capital, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	201-500	206 contacts →
	Partial evidence “Brean Capital is a leading, independent investment bank.” Source: RevenueBase Database · checked Sep 17, 2026
18	Cain Brothers	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	189 contacts →
	Strong evidence “Cain Brothers, a division of KeyBanc Capital Markets, is a pre-eminent healthcare investment bank.” Source: RevenueBase Database · checked Sep 17, 2026
19	Star Mountain Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	172 contacts →
	Partial evidence “Bringing large market expertise to smaller companies, Star Mountain’s philosophies include a data-driven and systematic approach to investing.” Source: RevenueBase Database · checked Sep 17, 2026
20	Samuel A. Ramirez & Co., INC	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	146 contacts →
	Partial evidence “Ramirez is a nationwide, full service investment bank, brokerage and advisory firm serving the needs of thousands of individual investors, business owners and top institutional…” Source: RevenueBase Database · checked Sep 17, 2026
21	Lions Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	11-50	142 contacts →
	Indirect evidence “We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Source: RevenueBase Database · checked Sep 17, 2026
22	Consello	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	137 contacts →
	Indirect evidence “Consello is an Advisory and Investing platform.” Source: RevenueBase Database · checked Sep 17, 2026
23	Liontree	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	132 contacts →
	Partial evidence “Founded in 2012, LionTree is an independent investment and merchant bank with deep roots in the technology, media, telecommunications (TMT), consumer, and creative industries.” Source: RevenueBase Database · checked Sep 17, 2026
24	H.C. Wainwright & Co., LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	131 contacts →
	Indirect evidence “Founded in 1868, H.C.” Source: RevenueBase Database · checked Sep 17, 2026
25	MTS Health Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	116 contacts →
	Partial evidence “MTS Health Partners is a leading healthcare-dedicated investment bank that provides strategic and financial advice to the healthcare industry, from global public corporations to…” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: mid-market 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 mid-market investment banks.
Partial evidence: Its own public description names part of mid-market investment banks, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name mid-market 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 596 mid-market investment banks based in New York, United States

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Mid-market investment banks based in New York, United States at a glance

As of Sep 17, 2026

47.6%Verified-email coverage

41.8Average contacts per company

11-50Median size (employees)

100.0%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

286

11-50

227

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 596 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 mid-market 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 New York, United States whose own description of what they do matches “mid-market 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 mid-market 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 mid-market investment banks, and records with no verified work email. Companies headquartered outside New York 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, 11,867 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 17, 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.

Mid-market investment banks by metro in the United States

Mid-market investment banks in New York596
Mid-market investment banks in Chicago136
Mid-market investment banks in Los Angeles112
Mid-market investment banks in Dallas98
Mid-market investment banks in Houston88
Mid-market investment banks in Atlanta82
Mid-market investment banks in Miami74
Mid-market investment banks in San Francisco70
Mid-market investment banks in Boston64
Mid-market investment banks in Charlotte53
Mid-market investment banks in Denver51
Mid-market investment banks in Austin49
Mid-market investment banks in Newport Beach37
Mid-market investment banks in Washington34
Mid-market investment banks in San Diego32
Mid-market investment banks in Tampa32
Mid-market investment banks in Scottsdale29
Mid-market investment banks in New York City28
Mid-market investment banks in Boca Raton27
Mid-market investment banks in Irvine26
Mid-market investment banks in Minneapolis26

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its 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 the category the list is about. Each row is rated strong evidence when the company's own description names mid-market investment banks, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many mid-market investment banks are there based in New York, United States?

RevenueBase identified 596 mid-market investment banks headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Lazard, headquartered in New York, tops this list with the largest team on record.

Which city has the most mid-market investment banks?

New York leads with 596 headquartered companies, followed by Chicago (136) and Los Angeles (112).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 11,867 verified decision-maker contacts tracked across these 596 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 17, 2026.

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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.