Company lists · Data refreshed November 2026
Top 25 Private placement agents based in the United States
RevenueBase identified 95 company matches for private placement agents associated with the United States as of November 2026 and tracks 1,027 professional contacts across them, including 317 with verified work emails. New York is the largest hub.
This list covers company matches for private placement agents 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 placement agents based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 128 contacts → | ||||
Exact match “Young America Capital is a rapidly rising New York based FINRA/SEC licensed independent investment bank.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 108 contacts → | ||||
Exact match “CL King is a leading women-owned securities firm and is WBENC-certified.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 83 contacts → | ||||
Exact match “Founded in 2009*, Castle Placement® has raised billions of equity and loans for early-stage and middle market companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 64 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 38 contacts → | ||||
Exact match “FNEX delivers Compliance-as-a-Service, private market infrastructure, and investment banking solutions through a proprietary AI-powered FinTech and RegTech platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 38 contacts → | ||||
Exact match “Probitas Partners is a leading independent global placement agent.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 27 contacts → | ||||
Exact match “Brookline Capital Markets, a division of Arcadia Securities, LLC, provides a comprehensive suite of capital markets and advisory services to cutting-edge public and private…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 24 contacts → | ||||
Exact match “In the past decade, the principals at The New Amsterdam Group LLC have been actively engaged in fund placement for funds across the alternative assets management spectrum.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 24 contacts → | ||||
Exact match “RMS is engaged by its clients to make referrals to buyers or sellers of securities.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 22 contacts → | ||||
Exact match “Umergence is an independent broker dealer specializing in private placements and alternative investments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 17 contacts → | ||||
Exact match “Founded in our firm is a placement agent providing a full range of consulting and capital raising services for alternative investment managers across a wide range of asset classes…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 16 contacts → | ||||
Exact match “Oakpoint Advisors is an alternative asset placement agent that provides comprehensive sales and marketing services to select alternative asset managers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 15 contacts → | ||||
Exact match “Castle Hill Capital Partners is a New York-based broker dealer that provides strategic marketing and placement agent services for alternative investment strategies and direct…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 15 contacts → | ||||
Exact match “Kelson Group is a placement agent that specializes in raising assets for top tier money managers in both the traditional and alternative asset classes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 14 contacts → | ||||
Exact match “CrossBay Capital Partners is a boutique placement agent that has helped raise capital for 180+ funds since 2005.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 13 contacts → | ||||
Exact match “FORTRESS GROUP IS NOW TRAILMARK As we enter our third decade as an independent placement agent, raising capital for private market fund managers, we have changed our name…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 11 contacts → | ||||
Exact match “We are an investment bank – not a “crowdfunding platform.” We strive to create compelling investment opportunities which perform as projected for Investors, while meeting the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “Compass International Advisors is a leading, independent U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 10 contacts → | ||||
Exact match “McCarvill Capital Partners (“MCP”) is an independent private placement firm dedicated to raising capital for a wide range of alternative investment funds and direct private…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 10 contacts → | ||||
Exact match “Your broker-dealer partner.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 10 contacts → | ||||
Exact match “As a boutique investment banking firm, we help small cap issuers access the capital markets while we enable institutional and retail investors to gain access to choice small cap…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “Metric Financial LLC offers Managing Broker Dealer Services for Private Placement Securities, Mergers, Acquisitions, Joint Ventures, Debt, and Equity Financing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 9 contacts → | ||||
Exact match “We specialize in helping high-quality private and public growth companies access U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 8 contacts → | ||||
Exact match “ClearList is transforming private transactions and enhancing liquidity, combining ingenuity with capital markets expertise.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 8 contacts → | ||||
Exact match “Veles owns the technology, the regulated environment and the initial customers needed to prove that supervised agentic work can operate inside financial institutions.” 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 placement agents”. 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 95 private placement agents based in the United States
See the full list, filter by size, metro and specialty, and access 317 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Private placement agents 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 95 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 placement agents” 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 317 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.
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 placement agents”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many private placement agents are there based in the United States?
RevenueBase identified 95 company matches for private placement agents 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?
Young America Capital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most private placement agents?
New York leads with 24 company records, followed by Boston (8) and Chicago (5).
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 317 professional contacts with verified work emails tracked across these 95 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 95 private placement agents based in the United States. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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
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- AI companies based in the United States
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- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 private placement agents 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 95 matching company records for private placement agents based in the United States, with 1,027 tracked contacts and 317 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 placement agents 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 |  Young America Capitalyacapital.comHQ: Mamaroneck, NY, United StatesReported employees: 11-50 | Mamaroneck, NY, United States | 11-50 | Exact match | 128 contacts → |
“Young America Capital is a rapidly rising New York based FINRA/SEC licensed independent investment bank.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  C.L. King & Associatesclking.comHQ: Albany, NY, United StatesReported employees: 51-200 | Albany, NY, United States | 51-200 | Exact match | 108 contacts → |
“CL King is a leading women-owned securities firm and is WBENC-certified.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Castle Placementcastleplacement.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 83 contacts → |
“Founded in 2009*, Castle Placement® has raised billions of equity and loans for early-stage and middle market companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Westpark Capital, INCwpcapital.comHQ: New York, CA, United StatesReported employees: 51-200 | New York, CA, United States | 51-200 | Exact match | 64 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 |  FNEXfnex.comHQ: Indianapolis, United StatesReported employees: 51-200 | Indianapolis, United States | 51-200 | Exact match | 38 contacts → |
“FNEX delivers Compliance-as-a-Service, private market infrastructure, and investment banking solutions through a proprietary AI-powered FinTech and RegTech platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Probitas Partnersprobitaspartners.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 38 contacts → |
“Probitas Partners is a leading independent global placement agent.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Brookline Capital Marketsbrooklinecapmkts.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 27 contacts → |
“Brookline Capital Markets, a division of Arcadia Securities, LLC, provides a comprehensive suite of capital markets and advisory services to cutting-edge public and private…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The NEW Amsterdam Group LLCthenewamsterdamgroup.usHQ: Los Angeles, CA, United StatesReported employees: 1-10 | Los Angeles, CA, United States | 1-10 | Exact match | 24 contacts → |
“In the past decade, the principals at The New Amsterdam Group LLC have been actively engaged in fund placement for funds across the alternative assets management spectrum.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Rainmaker Securities, LLCrainmakersecurities.comHQ: Miami, United StatesReported employees: 11-50 | Miami, United States | 11-50 | Exact match | 24 contacts → |
“RMS is engaged by its clients to make referrals to buyers or sellers of securities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Umergenceumergence.comHQ: Plantsville, CT, United StatesReported employees: 11-50 | Plantsville, CT, United States | 11-50 | Exact match | 22 contacts → |
“Umergence is an independent broker dealer specializing in private placements and alternative investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  KPG Capital Partnerskpgcapitalpartners.comHQ: Park City, UT, United StatesReported employees: 1-10 | Park City, UT, United States | 1-10 | Exact match | 17 contacts → |
“Founded in our firm is a placement agent providing a full range of consulting and capital raising services for alternative investment managers across a wide range of asset classes…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Oakpoint Advisorsoakpointadv.comHQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 16 contacts → |
“Oakpoint Advisors is an alternative asset placement agent that provides comprehensive sales and marketing services to select alternative asset managers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Castle Hill Capital Partners, INCcastlehillcap.comHQ: New York, CA, United StatesReported employees: 11-50 | New York, CA, United States | 11-50 | Exact match | 15 contacts → |
“Castle Hill Capital Partners is a New York-based broker dealer that provides strategic marketing and placement agent services for alternative investment strategies and direct…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Kelson Groupkelsongroup.net HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 15 contacts → |
“Kelson Group is a placement agent that specializes in raising assets for top tier money managers in both the traditional and alternative asset classes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Crossbay Capital Partnerscrossbaycapital.comHQ: New Canaan, CT, United StatesReported employees: 11-50 | New Canaan, CT, United States | 11-50 | Exact match | 14 contacts → |
“CrossBay Capital Partners is a boutique placement agent that has helped raise capital for 180+ funds since 2005.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Fortress Group, INCfortressgroupinc.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 13 contacts → |
“FORTRESS GROUP IS NOW TRAILMARK As we enter our third decade as an independent placement agent, raising capital for private market fund managers, we have changed our name…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Carofinlogin.carofin.comHQ: Brevard, NC, United StatesReported employees: 1-10 | Brevard, NC, United States | 1-10 | Exact match | 11 contacts → |
“We are an investment bank – not a “crowdfunding platform.” We strive to create compelling investment opportunities which perform as projected for Investors, while meeting the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Compass International Advisors, LLCcompassintladv.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 11 contacts → |
“Compass International Advisors is a leading, independent U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Mccarvill Capital Partnersmccarvillcapital.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 10 contacts → |
“McCarvill Capital Partners (“MCP”) is an independent private placement firm dedicated to raising capital for a wide range of alternative investment funds and direct private…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  M&a Securities Groupsecurities-group.comHQ: Kansas City, MO, United StatesReported employees: 51-200 | Kansas City, MO, United States | 51-200 | Exact match | 10 contacts → |
“Your broker-dealer partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  I-Bankers Securitiesibankers.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 10 contacts → |
“As a boutique investment banking firm, we help small cap issuers access the capital markets while we enable institutional and retail investors to gain access to choice small cap…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Metric Financial LLCmetric-financial.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 9 contacts → |
“Metric Financial LLC offers Managing Broker Dealer Services for Private Placement Securities, Mergers, Acquisitions, Joint Ventures, Debt, and Equity Financing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Digital Offering LLCdigitaloffering.comHQ: Laguna Beach, CA, United StatesReported employees: 1-10 | Laguna Beach, CA, United States | 1-10 | Exact match | 9 contacts → |
“We specialize in helping high-quality private and public growth companies access U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Clearlistclearlist.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 8 contacts → |
“ClearList is transforming private transactions and enhancing liquidity, combining ingenuity with capital markets expertise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  VELESjoinveles.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 8 contacts → |
“Veles owns the technology, the regulated environment and the initial customers needed to prove that supervised agentic work can operate inside financial institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 95 company matches
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Private placement agents: 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
95 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 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 95 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 ↗
Questions about this company list
What does Exact match mean for private placement agents?
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 placement agents did RevenueBase find based in the United States?
The saved snapshot records 95 matching company records, 1,027 tracked contacts and 317 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
Cite this list
RevenueBase Data Team. Top 25 private placement agents based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/private-placement-agents/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
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 private placement agents based in the United States
RevenueBase records 95 matching company records for private placement agents based in the United States, with 1,027 tracked contacts and 317 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 placement agents 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 | Young America Capitalyacapital.com HQ: Mamaroneck, NY, United StatesReported employees: 11-50 | Mamaroneck, NY, United States | 11-50 | Exact match | 128 contacts → |
“Young America Capital is a rapidly rising New York based FINRA/SEC licensed independent investment bank.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | C.L. King & Associatesclking.com HQ: Albany, NY, United StatesReported employees: 51-200 | Albany, NY, United States | 51-200 | Exact match | 108 contacts → |
“CL King is a leading women-owned securities firm and is WBENC-certified.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Castle Placementcastleplacement.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 83 contacts → |
“Founded in 2009*, Castle Placement® has raised billions of equity and loans for early-stage and middle market companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Westpark Capital, INCwpcapital.com HQ: New York, CA, United StatesReported employees: 51-200 | New York, CA, United States | 51-200 | Exact match | 64 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 | FNEXfnex.com HQ: Indianapolis, United StatesReported employees: 51-200 | Indianapolis, United States | 51-200 | Exact match | 38 contacts → |
“FNEX delivers Compliance-as-a-Service, private market infrastructure, and investment banking solutions through a proprietary AI-powered FinTech and RegTech platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Probitas Partnersprobitaspartners.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 38 contacts → |
“Probitas Partners is a leading independent global placement agent.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Brookline Capital Marketsbrooklinecapmkts.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 27 contacts → |
“Brookline Capital Markets, a division of Arcadia Securities, LLC, provides a comprehensive suite of capital markets and advisory services to cutting-edge public and private…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The NEW Amsterdam Group LLCthenewamsterdamgroup.us HQ: Los Angeles, CA, United StatesReported employees: 1-10 | Los Angeles, CA, United States | 1-10 | Exact match | 24 contacts → |
“In the past decade, the principals at The New Amsterdam Group LLC have been actively engaged in fund placement for funds across the alternative assets management spectrum.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Rainmaker Securities, LLCrainmakersecurities.com HQ: Miami, United StatesReported employees: 11-50 | Miami, United States | 11-50 | Exact match | 24 contacts → |
“RMS is engaged by its clients to make referrals to buyers or sellers of securities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Umergenceumergence.com HQ: Plantsville, CT, United StatesReported employees: 11-50 | Plantsville, CT, United States | 11-50 | Exact match | 22 contacts → |
“Umergence is an independent broker dealer specializing in private placements and alternative investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | KPG Capital Partnerskpgcapitalpartners.com HQ: Park City, UT, United StatesReported employees: 1-10 | Park City, UT, United States | 1-10 | Exact match | 17 contacts → |
“Founded in our firm is a placement agent providing a full range of consulting and capital raising services for alternative investment managers across a wide range of asset classes…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Oakpoint Advisorsoakpointadv.com HQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 16 contacts → |
“Oakpoint Advisors is an alternative asset placement agent that provides comprehensive sales and marketing services to select alternative asset managers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Castle Hill Capital Partners, INCcastlehillcap.com HQ: New York, CA, United StatesReported employees: 11-50 | New York, CA, United States | 11-50 | Exact match | 15 contacts → |
“Castle Hill Capital Partners is a New York-based broker dealer that provides strategic marketing and placement agent services for alternative investment strategies and direct…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Kelson Groupkelsongroup.net HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 15 contacts → |
“Kelson Group is a placement agent that specializes in raising assets for top tier money managers in both the traditional and alternative asset classes.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Crossbay Capital Partnerscrossbaycapital.com HQ: New Canaan, CT, United StatesReported employees: 11-50 | New Canaan, CT, United States | 11-50 | Exact match | 14 contacts → |
“CrossBay Capital Partners is a boutique placement agent that has helped raise capital for 180+ funds since 2005.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Fortress Group, INCfortressgroupinc.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 13 contacts → |
“FORTRESS GROUP IS NOW TRAILMARK As we enter our third decade as an independent placement agent, raising capital for private market fund managers, we have changed our name…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Carofinlogin.carofin.com HQ: Brevard, NC, United StatesReported employees: 1-10 | Brevard, NC, United States | 1-10 | Exact match | 11 contacts → |
“We are an investment bank – not a “crowdfunding platform.” We strive to create compelling investment opportunities which perform as projected for Investors, while meeting the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Compass International Advisors, LLCcompassintladv.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 11 contacts → |
“Compass International Advisors is a leading, independent U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Mccarvill Capital Partnersmccarvillcapital.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 10 contacts → |
“McCarvill Capital Partners (“MCP”) is an independent private placement firm dedicated to raising capital for a wide range of alternative investment funds and direct private…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | M&a Securities Groupsecurities-group.com HQ: Kansas City, MO, United StatesReported employees: 51-200 | Kansas City, MO, United States | 51-200 | Exact match | 10 contacts → |
“Your broker-dealer partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | I-Bankers Securitiesibankers.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 10 contacts → |
“As a boutique investment banking firm, we help small cap issuers access the capital markets while we enable institutional and retail investors to gain access to choice small cap…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Metric Financial LLCmetric-financial.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 9 contacts → |
“Metric Financial LLC offers Managing Broker Dealer Services for Private Placement Securities, Mergers, Acquisitions, Joint Ventures, Debt, and Equity Financing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Digital Offering LLCdigitaloffering.com HQ: Laguna Beach, CA, United StatesReported employees: 1-10 | Laguna Beach, CA, United States | 1-10 | Exact match | 9 contacts → |
“We specialize in helping high-quality private and public growth companies access U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Clearlistclearlist.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 8 contacts → |
“ClearList is transforming private transactions and enhancing liquidity, combining ingenuity with capital markets expertise.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | VELESjoinveles.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 8 contacts → |
“Veles owns the technology, the regulated environment and the initial customers needed to prove that supervised agentic work can operate inside financial institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Private placement agents: 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
95 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 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 95 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 ↗
Questions about this company list
What does Exact match mean for private placement agents?
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 placement agents did RevenueBase find based in the United States?
The saved snapshot records 95 matching company records, 1,027 tracked contacts and 317 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
Cite this list
RevenueBase Data Team. Top 25 private placement agents based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/private-placement-agents/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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