Company lists · Data refreshed November 2026
Top 25 Private banking services providers based in the United States
RevenueBase identified 1,983 company matches for private banking services providers associated with the United States as of November 2026 and tracks 720,897 professional contacts across them, including 241,747 with verified work emails. New York is the largest hub.
This list covers company matches for private banking services providers associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 private banking services providers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 232,303 contacts → | ||||
Exact match “With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 171,748 contacts → | ||||
Exact match “Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 63,125 contacts → | ||||
Exact match “J.P.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 34,536 contacts → | ||||
Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 31,535 contacts → | ||||
Exact match “Great companies have an enduring sense of purpose.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 20,177 contacts → | ||||
Exact match “At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 13,600 contacts → | ||||
Exact match “First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 10,514 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 6,718 contacts → | ||||
Exact match “City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 5,626 contacts → | ||||
Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 3,258 contacts → | ||||
Exact match “Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 3,168 contacts → | ||||
Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 2,674 contacts → | ||||
Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 2,538 contacts → | ||||
Exact match “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 2,250 contacts → | ||||
Exact match “MidFirst Bank occupies a rare position within the banking industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 2,246 contacts → | ||||
Exact match “Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 2,200 contacts → | ||||
Exact match “Founded in 1818, Boston-based Eastern Bank is Greater Boston’s leading local bank and the largest bank-owned independent investment advisor in Massachusetts with approximately 110…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 2,195 contacts → | ||||
Exact match “At Ameris Bank, our purpose is to bring financial peace of mind to our communities, one person at a time.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 2,174 contacts → | ||||
Exact match “For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 2,054 contacts → | ||||
Exact match “Your wealth plan shouldn’t sit still.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 1,900 contacts → | ||||
Exact match “CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 1,791 contacts → | ||||
Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 1,604 contacts → | ||||
Exact match “First Republic is now part of JPMorgan Chase.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 1,530 contacts → | ||||
Exact match “Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 1,451 contacts → | ||||
Exact match “As of June 30, 2026, First Busey Corporation (Nasdaq: BUSE) was an $18.19 billion financial holding company headquartered in Leawood, Kansas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “private banking services providers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,983 private banking services providers based in the United States
See the full list, filter by size, metro and specialty, and access 241,747 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Private banking services providers based in the United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,983 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “private banking services providers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 241,747 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Private banking services providers by metro
- Private banking services providers in New York115
- Private banking services providers in Miami43
- Private banking services providers in Dallas35
- Private banking services providers in Atlanta32
- Private banking services providers in Houston32
- Private banking services providers in Los Angeles30
- Private banking services providers in Chicago27
- Private banking services providers in Boston26
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “private banking services providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many private banking services providers are there based in the United States?
RevenueBase identified 1,983 company matches for private banking services providers associated with the United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Jpmorganchase tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most private banking services providers?
New York leads with 115 company records, followed by Miami (43) and Dallas (35).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 241,747 professional contacts with verified work emails tracked across these 1,983 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,983 private banking services providers based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Private banking services providers by geography
- Private banking services providers based in Melbourne, Australia
- Private banking services providers based in Sydney, Australia
- Private banking services providers based in Sao Paulo, Brazil
- Private banking services providers based in Toronto, Canada
- Private banking services providers based in Paris, France
- Private banking services providers based in Hong Kong, Hong Kong
- Private banking services providers based in Bangalore, India
- Private banking services providers based in Mumbai, India
- Private banking services providers based in New Delhi, India
- Private banking services providers based in Pune, India
- Private banking services providers based in Milan, Italy
- Private banking services providers based in Luxembourg, Luxembourg
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 SmartSearch, 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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Private banking services providers based in Melbourne, Australia
- Private banking services providers based in Sydney, Australia
- Private banking services providers based in Sao Paulo, Brazil
- Private banking services providers based in Toronto, Canada
- Private banking services providers based in Paris, France
- Private banking services providers based in Hong Kong, Hong Kong
Company intelligence · public preview
Top 25 private banking services providers based in the 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 1,983 matching company records for private banking services providers based in the United States, with 720,897 tracked contacts and 241,747 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: November 6, 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 private banking services providers based in the 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 |  Jpmorganchasejpmorganchase.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 232,303 contacts → |
“With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Bank Of Americabankofamerica.comHQ: Charlotte, IL, United StatesReported employees: 10001+ | Charlotte, IL, United States | 10001+ | Exact match | 171,748 contacts → |
“Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  J.P. Morganjpmorgan.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 63,125 contacts → |
“J.P.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Merrill Lynchml.comHQ: New York, NJ, United StatesReported employees: 10001+ | New York, NJ, United States | 10001+ | Exact match | 34,536 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  M&t Bankmtb.comHQ: Buffalo, NY, United StatesReported employees: 10001+ | Buffalo, NY, United States | 10001+ | Exact match | 31,535 contacts → |
“Great companies have an enduring sense of purpose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Citizenscitizensbank.comHQ: Providence, RI, United StatesReported employees: 10001+ | Providence, RI, United States | 10001+ | Exact match | 20,177 contacts → |
“At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  First Citizens Bankfirstcitizens.comHQ: Raleigh, NC, United StatesReported employees: 10001+ | Raleigh, NC, United States | 10001+ | Exact match | 13,600 contacts → |
“First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Comerica Bankcomerica.comHQ: Dallas, OH, United StatesReported employees: Not recorded | Dallas, OH, United States | Not recorded | Exact match | 10,514 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 |  City National Banknewsroom.cnb.comHQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 6,718 contacts → |
“City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  BAIRDrwbaird.comHQ: Milwaukee, IL, United StatesReported employees: 5,001-10,000 | Milwaukee, IL, United States | 5,001-10,000 | Exact match | 5,626 contacts → |
“Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Pinnacle Financial Partnerspnfp.comHQ: Nashville, TN, United StatesReported employees: 1,001-5,000 | Nashville, TN, United States | 1,001-5,000 | Exact match | 3,258 contacts → |
“Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Oppenheimer & Co. INCoppenheimer.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,168 contacts → |
“Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Janney Montgomery Scott LLCjanney.comHQ: Philadelphia, United StatesReported employees: 1,001-5,000 | Philadelphia, United States | 1,001-5,000 | Exact match | 2,674 contacts → |
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  William Blairw-blair.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 2,538 contacts → |
“William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Midfirst Bankmidfirst.comHQ: Oklahoma City, United StatesReported employees: 1,001-5,000 | Oklahoma City, United States | 1,001-5,000 | Exact match | 2,250 contacts → |
“MidFirst Bank occupies a rare position within the banking industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Texas Capitaltexascapitalbank.comHQ: Dallas, NY, United StatesReported employees: 1,001-5,000 | Dallas, NY, United States | 1,001-5,000 | Exact match | 2,246 contacts → |
“Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Eastern Bankeasternbank.comHQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 2,200 contacts → |
“Founded in 1818, Boston-based Eastern Bank is Greater Boston’s leading local bank and the largest bank-owned independent investment advisor in Massachusetts with approximately 110…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Ameris Bankamerisbank.comHQ: Atlanta, GA, United StatesReported employees: 1,001-5,000 | Atlanta, GA, United States | 1,001-5,000 | Exact match | 2,195 contacts → |
“At Ameris Bank, our purpose is to bring financial peace of mind to our communities, one person at a time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Bank Of Oklahomabankofoklahoma.comHQ: Tulsa, OK, United StatesReported employees: 1,001-5,000 | Tulsa, OK, United States | 1,001-5,000 | Exact match | 2,174 contacts → |
“For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Marinermarinerwealthadvisors.comHQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 2,054 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Cibc UScibc.comHQ: Chicago, GA, United StatesReported employees: 1,001-5,000 | Chicago, GA, United States | 1,001-5,000 | Exact match | 1,900 contacts → |
“CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Rockefeller Capital Managementrockco.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,791 contacts → |
“At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  First Republicfirstrepublic.comHQ: San Francisco, NY, United StatesReported employees: 5,001-10,000 | San Francisco, NY, United States | 5,001-10,000 | Exact match | 1,604 contacts → |
“First Republic is now part of JPMorgan Chase.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Focus Partnersfocuspartners.comHQ: St. Louis, FL, United StatesReported employees: 1,001-5,000 | St. Louis, FL, United States | 1,001-5,000 | Exact match | 1,530 contacts → |
“Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  BUSEYbusey.comHQ: Champaign, IL, United StatesReported employees: 1,001-5,000 | Champaign, IL, United States | 1,001-5,000 | Exact match | 1,451 contacts → |
“As of June 30, 2026, First Busey Corporation (Nasdaq: BUSE) was an $18.19 billion financial holding company headquartered in Leawood, Kansas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,983 company matches
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Private banking services providers: dataset insights
November 6, 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
1,974 records in the displayed employee bands.
9 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,983 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: November 6, 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 ↗
Private banking services providers by metro
- Private banking services providers in New York115
- Private banking services providers in Miami43
- Private banking services providers in Dallas35
- Private banking services providers in Atlanta32
- Private banking services providers in Houston32
- Private banking services providers in Los Angeles30
- Private banking services providers in Chicago27
- Private banking services providers in Boston26
Questions about this company list
What does Exact match mean for private banking services providers?
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 private banking services providers did RevenueBase find based in the United States?
The saved snapshot records 1,983 matching company records, 720,897 tracked contacts and 241,747 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: November 6, 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
Private banking services providers by geography
- Private banking services providers based in Melbourne, Australia
- Private banking services providers based in Sydney, Australia
- Private banking services providers based in Sao Paulo, Brazil
- Private banking services providers based in Toronto, Canada
- Private banking services providers based in Paris, France
- Private banking services providers based in Hong Kong, Hong Kong
- Private banking services providers based in Bangalore, India
- Private banking services providers based in Mumbai, India
- Private banking services providers based in New Delhi, India
- Private banking services providers based in Pune, India
- Private banking services providers based in Milan, Italy
- Private banking services providers based in Luxembourg, Luxembourg
Cite this list
RevenueBase Data Team. Top 25 private banking services providers based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/private-banking-services-providers/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Private banking services providers based in Melbourne, Australia
- Private banking services providers based in Sydney, Australia
- Private banking services providers based in Sao Paulo, Brazil
- Private banking services providers based in Toronto, Canada
- Private banking services providers based in Paris, France
- Private banking services providers based in Hong Kong, Hong Kong
Company intelligence · public preview
Top 25 private banking services providers based in the United States
RevenueBase records 1,983 matching company records for private banking services providers based in the United States, with 720,897 tracked contacts and 241,747 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: November 6, 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 private banking services providers based in the 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 | Jpmorganchasejpmorganchase.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 232,303 contacts → |
“With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Bank Of Americabankofamerica.com HQ: Charlotte, IL, United StatesReported employees: 10001+ | Charlotte, IL, United States | 10001+ | Exact match | 171,748 contacts → |
“Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | J.P. Morganjpmorgan.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 63,125 contacts → |
“J.P.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Merrill Lynchml.com HQ: New York, NJ, United StatesReported employees: 10001+ | New York, NJ, United States | 10001+ | Exact match | 34,536 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | M&t Bankmtb.com HQ: Buffalo, NY, United StatesReported employees: 10001+ | Buffalo, NY, United States | 10001+ | Exact match | 31,535 contacts → |
“Great companies have an enduring sense of purpose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Citizenscitizensbank.com HQ: Providence, RI, United StatesReported employees: 10001+ | Providence, RI, United States | 10001+ | Exact match | 20,177 contacts → |
“At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | First Citizens Bankfirstcitizens.com HQ: Raleigh, NC, United StatesReported employees: 10001+ | Raleigh, NC, United States | 10001+ | Exact match | 13,600 contacts → |
“First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Comerica Bankcomerica.com HQ: Dallas, OH, United StatesReported employees: Not recorded | Dallas, OH, United States | Not recorded | Exact match | 10,514 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | City National Banknewsroom.cnb.com HQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 6,718 contacts → |
“City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | BAIRDrwbaird.com HQ: Milwaukee, IL, United StatesReported employees: 5,001-10,000 | Milwaukee, IL, United States | 5,001-10,000 | Exact match | 5,626 contacts → |
“Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Pinnacle Financial Partnerspnfp.com HQ: Nashville, TN, United StatesReported employees: 1,001-5,000 | Nashville, TN, United States | 1,001-5,000 | Exact match | 3,258 contacts → |
“Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Oppenheimer & Co. INCoppenheimer.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,168 contacts → |
“Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Janney Montgomery Scott LLCjanney.com HQ: Philadelphia, United StatesReported employees: 1,001-5,000 | Philadelphia, United States | 1,001-5,000 | Exact match | 2,674 contacts → |
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | William Blairw-blair.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 2,538 contacts → |
“William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Midfirst Bankmidfirst.com HQ: Oklahoma City, United StatesReported employees: 1,001-5,000 | Oklahoma City, United States | 1,001-5,000 | Exact match | 2,250 contacts → |
“MidFirst Bank occupies a rare position within the banking industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Texas Capitaltexascapitalbank.com HQ: Dallas, NY, United StatesReported employees: 1,001-5,000 | Dallas, NY, United States | 1,001-5,000 | Exact match | 2,246 contacts → |
“Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Eastern Bankeasternbank.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 2,200 contacts → |
“Founded in 1818, Boston-based Eastern Bank is Greater Boston’s leading local bank and the largest bank-owned independent investment advisor in Massachusetts with approximately 110…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ameris Bankamerisbank.com HQ: Atlanta, GA, United StatesReported employees: 1,001-5,000 | Atlanta, GA, United States | 1,001-5,000 | Exact match | 2,195 contacts → |
“At Ameris Bank, our purpose is to bring financial peace of mind to our communities, one person at a time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Bank Of Oklahomabankofoklahoma.com HQ: Tulsa, OK, United StatesReported employees: 1,001-5,000 | Tulsa, OK, United States | 1,001-5,000 | Exact match | 2,174 contacts → |
“For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Marinermarinerwealthadvisors.com HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 2,054 contacts → |
“Your wealth plan shouldn’t sit still.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Cibc UScibc.com HQ: Chicago, GA, United StatesReported employees: 1,001-5,000 | Chicago, GA, United States | 1,001-5,000 | Exact match | 1,900 contacts → |
“CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Rockefeller Capital Managementrockco.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,791 contacts → |
“At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | First Republicfirstrepublic.com HQ: San Francisco, NY, United StatesReported employees: 5,001-10,000 | San Francisco, NY, United States | 5,001-10,000 | Exact match | 1,604 contacts → |
“First Republic is now part of JPMorgan Chase.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Focus Partnersfocuspartners.com HQ: St. Louis, FL, United StatesReported employees: 1,001-5,000 | St. Louis, FL, United States | 1,001-5,000 | Exact match | 1,530 contacts → |
“Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | BUSEYbusey.com HQ: Champaign, IL, United StatesReported employees: 1,001-5,000 | Champaign, IL, United States | 1,001-5,000 | Exact match | 1,451 contacts → |
“As of June 30, 2026, First Busey Corporation (Nasdaq: BUSE) was an $18.19 billion financial holding company headquartered in Leawood, Kansas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,983 company matches
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Private banking services providers: dataset insights
November 6, 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
1,974 records in the displayed employee bands.
9 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,983 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: November 6, 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 ↗
Private banking services providers by metro
- Private banking services providers in New York115
- Private banking services providers in Miami43
- Private banking services providers in Dallas35
- Private banking services providers in Atlanta32
- Private banking services providers in Houston32
- Private banking services providers in Los Angeles30
- Private banking services providers in Chicago27
- Private banking services providers in Boston26
Questions about this company list
What does Exact match mean for private banking services providers?
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 private banking services providers did RevenueBase find based in the United States?
The saved snapshot records 1,983 matching company records, 720,897 tracked contacts and 241,747 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: November 6, 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
Private banking services providers by geography
- Private banking services providers based in Melbourne, Australia
- Private banking services providers based in Sydney, Australia
- Private banking services providers based in Sao Paulo, Brazil
- Private banking services providers based in Toronto, Canada
- Private banking services providers based in Paris, France
- Private banking services providers based in Hong Kong, Hong Kong
- Private banking services providers based in Bangalore, India
- Private banking services providers based in Mumbai, India
- Private banking services providers based in New Delhi, India
- Private banking services providers based in Pune, India
- Private banking services providers based in Milan, Italy
- Private banking services providers based in Luxembourg, Luxembourg
Cite this list
RevenueBase Data Team. Top 25 private banking services providers based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/private-banking-services-providers/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Private banking services providers based in Melbourne, Australia
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