Radar · Investment Banks in Minnesota
Best Investment Banks Companies in Minnesota, United States
The 33 best Investment Banks companies in Minnesota, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Cherry Tree.
By Riya SenguptaFinancials
33companies tracked
$2.4Mdisclosed funding
0unicorns
1have raised
Ranked: Best Investment Banks companies in Minnesota
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Cherry Tree Mid-market company focused investment bank | $2M | 104 mo ago | Early Stage | Kirby Smith President/Owner | 1980 | — | — |
| 2 | Aethlon Capital Investment bank providing M&A, growth capital, and strategic advisory services | — | — | Unfunded | Sima Griffith Founder & Managing Principal | 1996 | — | — |
| 3 | Bayview Capital Group Small & mid-cap focused investment bank | — | — | Unfunded | Peter Slocum Co-Founder & Managing Director | 1995 | — | — |
| 4 | Blue Ops M&A advisory firm focused on multiple sectors | — | — | Unfunded | Mark Zurcher Senior Partner & Co Founder | 2010 | WordPressApple iCloud MailMicrosoft 365+15 | — |
| 5 | Capital Mergers And Acquisitions Global investment bank | — | — | Deadpooled | Steven Ogunro Founder & Managing Director | 2007 | — | — |
| 6 | Chartwell Financial advisory firm delivering consulting, corporate finance, transaction opinions, and valuation services | — | — | Unfunded | Paul Halverson Founder | 1995 | WordPressMySQLPHP+21 | — |
| 7 | Confluence Capital Group Advisory firm for growth capital & strategy financing | — | — | Unfunded | Stewart Williams CEO & Managing Director | 2014 | — | — |
| 8 | Craig-Hallum Capital Group Investment bank providing research, sales, trading, and capital markets services | — | — | Unfunded | Bradley Baker Co-Founder & CEO | 1997 | WordPress Block EditorWordPressMySQL+18 | — |
Top 1 Investment Banks companies in Minnesota
#1
Early Stage · Minnetonka, Minnesota · founded 1980 · 29 employees$2.4Mraised▾
Early Stage · Minnetonka, Minnesota · founded 1980 · 29 employees
Cherry Tree is a mid-market company focused investment bank. Their IB offerings include M&A advisory, private placement, valuation, and fairness opinion. It also offers strategic advisory and wealth management services like retirement planning, tax planning, estate planning etc. Caters to sectors like technology, education, business services, industrials, and consumer product.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Activity: 1 partnerships (incl. National Safety Apparel (NSA)) announced in 12 mo
Funding rounds
- Feb 2018Unattributed$2.4M
Founders & team
Tech stack
WordpressMysqlPhpDiviJquery MobileYoast Seo
Funding & investor landscape
$2.4Mtotal disclosed funding
1companies funded
1disclosed rounds
0rounds last 90 days
Prism market signals · United States · country-scoped Prism corpus, 14,695,639 docs
Market landscape — 10 sub-themes by coverage
Share of Investment Banks coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Investment Banks companies are there in Minnesota, United States?
Radar tracks 33 indexable Investment Banks companies headquartered in Minnesota, United States that meet our profile-completeness bar.
What is the total funding raised by Investment Banks companies in Minnesota, United States?
The Investment Banks companies in Minnesota, United States on this list have raised a combined $2.4M in disclosed equity funding across 1 funded companies.
Which is the highest-funded Investment Banks company in Minnesota, United States?
Cherry Tree is the highest-funded Investment Banks company in Minnesota, United States, with $2.4M in disclosed equity funding.
How many Investment Banks companies in Minnesota, United States are funded?
1 of the 33 Investment Banks companies in Minnesota, United States on this list have disclosed at least one equity funding round.
How many Investment Banks unicorns are there in Minnesota, United States?
None of the Investment Banks companies in Minnesota, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Minnesota, United States Investment Banks companies?
The most active investors in Minnesota, United States Investment Banks companies on this list include a range of venture and angel investors.
Riya SenguptaFinancials
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.