Investment Banks · United States, India

Best Investment Banks Companies in United States

Updated 2026-06-16 · Ranked by funding & momentum

2853 indexable Investment Banks companies headquartered in United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $7.3B across 84 funded companies.

2,853
Companies
$7.3B
Total Funding
84
Funded
0
Unicorns
3
Rounds (90d)

Ranked: Best Investment Banks companies in United States

#CompanyFundingValuationStage Latest roundEmployeesFoundedMomentum
1 Marathon Capital
M&A and corporate advisory focused on the renewable energy sector
$51.3M Series C Series C Mar 2026 170 1999 ↑ Active
2 Guggenheim Securities
Strategic advisory firm focused on multiple sectors
$13.2M Series B Series B Apr 2026 2010 ↑ Active
3 Leo Berwick
M&A advisory firm
$75M Funding Raised Conventional Debt Jul 2025 43 2020 ↑ Active
4 Cary Street Partners
Provider of investment, estate planning, and financial advisory services
$4.8M Series A Series A Dec 2025 111 2002 ↑ Active
5 Concord Financial Advisors
Debt placement firm sourcing creative financing solutions with optimal terms
$25M Funding Raised Conventional Debt Nov 2024 2001 ↑ Active
6 Sikich
Technology-enabled professional services firm delivering accounting, advisory, and technology solutions
$250M Late Stage PE May 2024 1,110 1982
7 JPMorgan Chase
Provider of financial services to consumers and corporations
$4.3B Public Conventional Debt Jul 2019 256,105 2000
8 Accelerator I
Investment bank firm focused on multiple sectors
$26M Series B Jun 2024 2024 ↑ Active
9 PCG Advisory
Corporate advisory firm
$1.2M Seed Seed Jun 2025 2008 ↑ Active
10 B. Riley Financial
M&A, capital raising, and strategic advisory firm
$746.5M Public Post IPO May 2021 1,440 1997
11 HealthCare Markets Group
Healthcare advisory and investment banking firm providing strategic and financial services
$14.7M Series B Series B Apr 2024 1985
12 MiDA Advisors
Advisory firm facilitating institutional investments and trade
$500K Funding Raised Grant (prize money) Jan 2025 2016 ↑ Active
13 Cantor Fitzgerald
Merger and acquisitions advisory firm
$639.4M Public Series D Oct 2012 2,197 1945
14 Goldman Sachs
Global financial services platform that delivers investment banking, markets, asset management, and wealth advisory solutions
$1.2M Public Conventional Debt Aug 2024 36,600 1869 ↑ Active
15 Evercore
M&A and corporate advisory and asset management firm
$206M Public Conventional Debt Aug 2019 2,195 1995
16 MarshBerry
M&A and corporate advisory firm
$37.1M Acquired Series C Aug 2022 125 1981
17 Multipli Capital
Business consultancy and advisory service provider
$470K Seed Seed Jul 2024 2024 ↑ Active
18 PJT Partners
M&A, capital raising, and strategic advisory firm focused on multiple sectors
$100M Public Post IPO Oct 2018 1,012 2015
19 Tudor, Pickering, Holt
Energy-focused strategic and financial advisor serving the global energy industry
$120M Acquired Series D Jun 2011 233 2007
20 HJ Sims
Investment bank and wealth management firm
$43.3M Funding Raised Conventional Debt Sep 2020 115 1935
21 Hilco
Provider of financial services on asset valuation, monetization, and advisory solutions
$79.8M Acquired PE Mar 2019 480 1987
22 Mesirow
Capital advisory firm focused on multiple sectors
$106.8M Acquired Series C Aug 2013 6 1937
23 Prairie Capital Advisors
Middle-market M&A, ESOP, and financial advisory firm nationwide
$1000K Early Stage Unattributed Jun 2024 266 1996
24 AlixPartners
M&A and corporate advisory firm focused on energy, consumer product, retail, and multiple sectors
$57.2M Acquired PE Apr 2019 1,499 1981
25 Triangle Capital
Investment banking firm specializing in consumer, retail, and related technology
$81M Funding Raised Conventional Debt Oct 2012 2003
26 D.A. Davidson Companies
Mid market focused full service global investment bank
$21.8M Early Stage Conventional Debt Sep 2020 1,668 1935
27 DelMorgan
Global investment bank providing financial advice and strategic transaction execution
$15M Series B Series B Oct 2021 54 2011
28 NextGen Capital
Investment bank, multi-family office, and private capital investment firm
$39.5M Series B Series B Feb 2018 2012
29 Performance Trust Capital Partners
Financial advisory and investment banking services
$32.7M Series B Series B Jan 2018 350 1994
30 Golden Eagle Capital Advisors
Corporate advisory firm
$926K Seed Seed Dec 2023 2014
31 Eyzenberg & Company
Investment banking firm offering debt restructuring
$28M Funding Raised Conventional Debt May 2018 26 2016
32 Imperial Capital
Full-service investment bank offering integrated platform to institutional investors and companies
$31.4M Series C Series C Apr 2012 149 1997
33 Hi2 Global
M&A and corporate advisory firm focused on multiple sectors
$22.5M Deadpooled Series B Jun 2018 2014
34 Klema Capital
M&A advisory, capital raising, and strategy consulting firm
$2.9M Seed Seed Dec 2022 2022
35 Paulson Investment
Investment banking firm
$7M Early Stage Unattributed Jun 2020 1970
36 Greenhill
Investment bank & corporate advisory firm
$20M Acquired Post IPO Oct 2017 615 1996
37 Purim Ventures
Strategic and M&A advisory firm focused on healthcare and IT sectors
$300K Seed Seed Apr 2024 2010
38 Mission Capital
Investment banking firm focused on capital raising & transaction services for real estate market
$18.5M Acquired Series B Oct 2017 76 2002
39 Calibre Group
Industrial-focused merchant bank investing in long-term value creation and strategic growth
$13.5M Series B Series B Jan 2018 2014
40 Ladenburg Thalmann
Merger and acquisition advisory firm focused on multiple sectors
$14.1M Public Series B Jun 2010 1,510 1876
41 US Capital Advisors
Full service corporate advisory firm
$11.9M Series A Series A Mar 2012 119 2010
42 The Burke Group $13M Early Stage Aug 2011 1979
43 Metropolitan Capital Bank & Trust
Universal bank providing comprehensive financial solutions for businesses and high-net-worth individuals
$7.8M Series A Series A Jul 2017 95 2005
44 Livingston Securities
Investment banking firm
$2.1M Seed Seed Feb 2021 2006
45 Salem Partners
Boutique investment bank and wealth management firm delivering tailored financial solutions
$8M Series A Series A Jun 2014 18 1997
46 RW Pressprich
Employee-owned institutional broker-dealer providing credit analysis, sales, trading, and investment banking
$6.4M Series A Series A Mar 2013 63 1990
47 CTH Advisors
Financial advisory firm offering investment banking and advisory services
$250K Seed Seed Oct 2023 2018
48 Tillerman & Co
Investment and merchant banking services for middle-market businesses, focusing on long-term success
$4.5M Seed Conventional Debt Aug 2018 2015
49 Carofin
Full service investment bank
$2.3M Series A Series A Jan 2021 1995
50 Aurigin
Corporate advisory firm
$5M Series A Series A Jul 2016 56 2014

Top 12 Investment Banks companies in United States

#1
Marathon Capital Series C
$51.3M Raised
expand_more
#1

Marathon Capital Series C

location_onChicago, Illinois
Founded
1999
Employees
170
Funding raised
$51.3M
Stage
Series C

M&A and corporate advisory focused on the renewable energy sector

Funding rounds (3 disclosed of 3)
Round Date Amount
Series C Mar 2026 $16.8M
Series C Jun 2024 $20.8M
Series C Jul 2022 $30.5M
#2
$13.2M Raised
expand_more
#2

Guggenheim Securities Series B

location_onChicago, Illinois
Founded
2010
Funding raised
$13.2M
Stage
Series B

Strategic advisory firm focused on multiple sectors

Funding rounds (1 disclosed of 1)
Round Date Amount
Series B Apr 2026 $13.2M
Tech stack
azureazure front doorazure monitorflickityfont awesomefroala editor+5
#3
Leo Berwick Funding Raised
$75M Raised
expand_more
#3

Leo Berwick Funding Raised

location_onCoronado, California
Founded
2020
Employees
43
Funding raised
$75M
Stage
Funding Raised

Trusted Deal Advisory - Leo Berwick provides tax advisory and consulting services for mergers and acquisitions. We are your trusted deal advisors. #TrustedDealAdvisory #LeoBerwick www.leoberwick.com

Funding rounds (1 disclosed of 1)
Round Date Amount
Conventional Debt Jul 2025 $75M
Tech stack
cloudflarecloudflare bot managementcomplianzdivigodaddygoogle analytics+14
#4
$4.8M Raised
expand_more
#4

Cary Street Partners Series A

location_onRichmond, Virginia
Founded
2002
Employees
111
Funding raised
$4.8M
Stage
Series A

Provider of investment, estate planning, and financial advisory services

Funding rounds (8 disclosed of 8)
Round Date Amount
Series A Dec 2025 $1.3M
Series A Oct 2025 $1.2M
Series A Sep 2025 $5.2M
Seed Jun 2024 $931.1K
Seed Apr 2023 $1.2M
Seed Jul 2022 $600K
2 earlier rounds — sign up free
Tech stack
amazon albamazon web servicesapache http serverbootstrapcloudflarecloudflare bot management+14
#5
$25M Raised
expand_more
#5

Concord Financial Advisors Funding Raised

location_onChicago, Illinois
Founded
2001
Funding raised
$25M
Stage
Funding Raised

Debt placement firm sourcing creative financing solutions with optimal terms. They specialize in securing the most advantageous financing structures for clients across various industries. With expertise in debt advisory, they manage the entire transaction process, offering market feedback and screening potential lenders. Their services cater to middle-market businesses, equity sponsors, and borrowers, providing tailo

Funding rounds (1 disclosed of 1)
Round Date Amount
Conventional Debt Nov 2024 $25M
Investors
Tech stack
wordpressmysqlphpyoutubewpmu dev smushapache http server+9
#6
Sikich Late Stage
$250M Raised
expand_more
#6

Sikich Late Stage

location_onNaperville, Illinois
Founded
1982
Employees
1,110
Funding raised
$250M
Stage
Late Stage

Technology-enabled professional services firm delivering accounting, advisory, and technology solutions. The company offers a diverse portfolio of services including audit and assurance, tax, business succession planning, cloud services, consulting, CRM and ERP products and services, cybersecurity, data and AI, forensic and valuation, governance, risk and compliance, human capital management and payroll, insurance, i

Funding rounds (1 disclosed of 1)
Round Date Amount
PE May 2024 $250M
Tech stack
apple icloud mailautoptimizebootstrapcdnjscloudflarecloudflare bot management+14
#7
$4.3B Raised
expand_more
#7

JPMorgan Chase Public

location_onNew York, New York
Founded
2000
Employees
256,105
Funding raised
$4.3B
Stage
Public

Provider of financial services to consumers and corporations. It offers a wide array of financial products and services, including investment banking, consumer and commercial banking, and asset and wealth management. The firm serves clients across numerous global markets. Its operations encompass various areas such as lending, deposits, and investment management. It also engages in philanthropic activities and initia

Funding rounds (4 disclosed of 5)
Round Date Amount
Conventional Debt Jul 2019 $2.2B
Conventional Debt Jan 2019 $2B
Grant (prize money) Nov 2011 $500K
Grant (prize money) May 2010 Undisclosed
Grant (prize money) Oct 2008 $2M
Tech stack
adobe analyticsadobe audience manageradobe client data layeradobe experience manageradobe experience platform identity serviceadobe experience platform launch+14
#8
Accelerator I Series B
$26M Raised
expand_more
#8

Accelerator I Series B

location_onColorado Springs, Colorado
Founded
2024
Funding raised
$26M
Stage
Series B

Investment bank firm focused on multiple sectors

Founders & key people
#9
$1.2M Raised
expand_more
#9

PCG Advisory Seed

location_onNew York City, New York
Founded
2008
Funding raised
$1.2M
Stage
Seed

Corporate advisory firm

Funding rounds (1 disclosed of 1)
Round Date Amount
Seed Jun 2025 $1.2M
Investors
Tech stack
wordpressmysqlphpbootstrapjetpackcontact form 7+3
#10
$746.5M Raised
expand_more
#10

B. Riley Financial Public

location_onLos Angeles, California
Founded
1997
Employees
1,440
Funding raised
$746.5M
Stage
Public

M&A, capital raising, and strategic advisory firm. It is focused on healthcare, consumers, business services, and multiple sectors.

Funding rounds (10 disclosed of 10)
Round Date Amount
Post IPO May 2021 $150M
Post IPO Jan 2020 $4M
Conventional Debt May 2019 $100M
Conventional Debt Sep 2018 $100M
Conventional Debt Sep 2018 $87M
Conventional Debt May 2018 $100M
4 earlier rounds — sign up free
Tech stack
phpamazon albamazon web servicesrecaptchagoogle tag manageramazon s3+4
#11
$14.7M Raised
expand_more
#11

HealthCare Markets Group Series B

location_onHouston, Texas
Founded
1985
Funding raised
$14.7M
Stage
Series B

Healthcare advisory and investment banking firm providing strategic and financial services. The firm offers comprehensive healthcare advisory, investment banking, and asset management solutions. It delivers strategic guidance, customized research, and specialized investment banking services. The firm emphasizes developing long-standing relationships and providing a full range of financial and management services. The

Funding rounds (1 disclosed of 1)
Round Date Amount
Series B Apr 2024 $14.7M
Tech stack
pleskwindows servermicrosoft asp.netiis
#12
MiDA Advisors Funding Raised
$500K Raised
expand_more
#12

MiDA Advisors Funding Raised

location_onWashington, DC, District of Columbia
Founded
2016
Funding raised
$500K
Stage
Funding Raised

Advisory firm facilitating institutional investments and trade. It provides leadership and knowledge sharing platforms to connect investors and businesses, with a focus on infrastructure development and economic growth. It identifies investment opportunities and provides transaction financing services in partnership with development financial institutions, governments, institutional investors, and research organizati

Funding rounds (1 disclosed of 1)
Round Date Amount
Grant (prize money) Jan 2025 $500K
Investors
Tech stack
animate.csscloudflarecloudflare bot managementcore-jsfont awesomegoogle font api+14

Recent signals in United States Investment Banks

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Funding & investor landscape

Total raised
$7.3B
across these companies
Companies funded
84
with disclosed funding
Highest-funded
$4.3B raised

Most active investors

BH Berkshire Hathaway 3 investments in Investment Banks E Europa 3 investments in Investment Banks JC JPMorgan Chase 3 investments in Investment Banks B Bondeinvest.com 2 investments in Investment Banks C CDPQ 2 investments in Investment Banks CC Canadian Imperial Bank of Commerce 2 investments in Investment Banks HE Hud Exchange 2 investments in Investment Banks SI Sea Purity Investments 2 investments in Investment Banks SC Stone Point Capital 2 investments in Investment Banks U USAID 2 investments in Investment Banks UA United States Department of Agriculture 2 investments in Investment Banks 1C 180 Degree Capital 1 investment in Investment Banks

Notable founders in United States Investment Banks

NK Nick Kato Founder & Managing Partner Leo Berwick · $75M raised
TJ Thomas Jones Founder & Managing Partner Concord Financial Advisors · $25M raised
JA Jam Akhavan Co-Founder & Managing Partner (Sales & Operations) JPMorgan Chase · $4.3B raised
BW Bill Walton CEO & MD Accelerator I · $26M raised
JR Jeff Ramson Founder/CEO PCG Advisory · $1.2M raised
JC John Cumming Co-Founder HealthCare Markets Group · $14.7M raised
MT Monte Tucker Co-Founder & Managing Director HealthCare Markets Group · $14.7M raised
AS Aymeric Saha CEO & Managing Partner MiDA Advisors · $500K raised
MM Mitsuhisa Murata CEO - Japan Cantor Fitzgerald · $639.4M raised
OA Omar Alzaim CEO Goldman Sachs · $1.2M raised
RA Roger Altman Co-Founder & Chairman Evercore · $206M raised
NA Ned Algeo Founder & CEO Multipli Capital · $470K raised

Frequently asked questions

How many Investment Banks companies are there in United States?
Radar tracks 2853 indexable Investment Banks companies headquartered in United States, India, that meet our profile-completeness bar.
What is the total funding raised by Investment Banks companies in United States?
The Investment Banks companies in United States on this list have raised a combined $7.3B in disclosed equity funding across 84 funded companies.
Which is the highest-funded Investment Banks company in United States?
JPMorgan Chase is the highest-funded Investment Banks company in United States, with $4.3B in disclosed equity funding.
How many Investment Banks companies in United States are funded?
84 of the 2853 Investment Banks companies in United States on this list have disclosed at least one equity funding round.
How many Investment Banks unicorns are there in United States?
None of the Investment Banks companies in United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in United States Investment Banks companies?
The most active investors in United States Investment Banks companies on this list include Berkshire Hathaway, Europa, JPMorgan Chase, Bondeinvest.com, CDPQ.

Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-16.

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