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Investment Banking Services Companies Worldwide

Investment banking services provide, structure, and manage financial products, capital, and advisory services for retail, corporate, and institutional clients. This page lists companies operating in the Investment Banking Services sector based on self-reported profile data. No companies currently match this exact sector selection on Enterprise League. Browse related sectors or submit a company to the directory.
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Investment Banking Services
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iCapital Finance is a leading provider of alternative investment solutions for high-net-worth individuals and family offices, based in Irvine, California.

We specialize in providing access to a broad range of investment opportunities, including private equity, hedge funds, and real estate, tailored to meet the unique needs of our clients.

iCapital Finance offers a fully integrated platform designed to streamline the investment process, providing sophisticated tools for portfolio management, reporting, and compliance. Our services support sophisticated investors seeking to diversify their portfolios and achieve their financial goals.

Founded in 2000, iCapital Finance has established itself as a trusted partner for discerning investors worldwide, offering a secure and efficient gateway to the world’s most exclusive investment opportunities.
Investment
Investment Banking Services

2000

Self Directed IRA Corp is a leading investment banking firm specializing in self-directed IRA solutions, serving clients across California and the United States.

We assist individuals in navigating the complexities of alternative investments within their retirement accounts, including real estate, private equity, and cryptocurrency. Our team of experienced financial professionals provides comprehensive guidance on asset selection, due diligence, and regulatory compliance, ensuring investors meet IRS requirements and maximize the potential of their IRA.

We focus on delivering personalized service to high-net-worth individuals and families seeking sophisticated investment opportunities. Our expertise in self-directed IRAs, combined with a commitment to transparency and regulatory adherence, makes us a trusted partner for complex retirement planning. We help clients build and manage diversified portfolios aligned with their long-term financial goals.

Founded in [Year - needs to be extracted from website], Self Directed IRA Corp has grown to become a recognized leader in the industry, dedicated to empowering investors with control over their retirement assets.
Investment
Investment Banking Services
Hamal Enterprises is a leading investment banking firm based in Plano, Texas, specializing in strategic financial advisory services for businesses.

We support a diverse range of clients, from emerging growth companies to established enterprises, navigating complex financial transactions and capital markets opportunities. Our team provides comprehensive solutions including mergers and acquisitions, capital raising, restructuring, and private placements.

Hamal Enterprises distinguishes itself through a client-centric approach, delivering tailored advice and proactive support to achieve optimal outcomes. We focus on building long-term relationships based on trust and expertise within the **investment banking** sector.

Founded on a commitment to integrity and innovation, Hamal Enterprises has steadily grown to become a trusted partner for businesses seeking strategic financial guidance.
Investment
Investment Banking Services
Daniel Cucuiat - Signature Resources is an investment banking firm located in Irvine, California, specializing in providing strategic financial advisory services to businesses.

We focus on assisting companies with mergers and acquisitions, capital raising, and strategic planning. Our team supports a diverse range of clients, including privately held businesses and emerging growth companies.

Signature Resources delivers tailored solutions to navigate complex financial landscapes, ensuring optimal outcomes for our clients. We pride ourselves on building long-term relationships based on trust and expertise within the investment banking sector.

With a dedicated team and a client-centric approach, we are committed to driving value and achieving success for our partners.
Investment
Investment Banking Services
CLN Financial is a full-service consulting firm based in Fort Wayne, Indiana, dedicated to helping individuals and, particularly, **telecom professionals**, navigate their retirement and investment needs.

We partner with our clients to create personalized financial plans, focusing on areas such as 401(K) rollovers, retirement benefits, and portfolio design.

At CLN Financial, we prioritize a client-first approach, offering expert guidance and support throughout your financial journey. Our team, led by Chad Tallman, AIF®, leverages the resources of LPL Financial to deliver the highest level of fiduciary care and ensure your long-term financial security.

We specialize in assisting those in the **telecom industry**, offering tailored solutions to meet their unique financial planning requirements.
Investment
Investment Banking Services
CloverLeaf Capital Advisors LLC is a leading investment banking firm specializing in mergers and acquisitions, private placements, and strategic advisory services, serving businesses across Florida and the Southeastern United States.

We partner with privately held companies, providing tailored financial solutions to facilitate growth, optimize operations, and achieve strategic objectives. Our team of experienced investment bankers offers comprehensive support throughout the entire transaction lifecycle, from initial assessment to final closing.

CloverLeaf Capital Advisors LLC focuses on delivering exceptional value to our clients through deep industry knowledge, a proactive approach, and a commitment to building long-term relationships. We are dedicated to helping businesses realize their full potential and achieve lasting success in today’s dynamic market. Investment Banking, Mergers & Acquisitions, Private Placements, Strategic Advisory, Florida, Southeastern US
Investment
Investment Banking Services
IMG Capital Markets is a leading investment banking firm specializing in financial advisory and capital markets services, serving clients across California and the United States.

We provide comprehensive solutions for businesses seeking to raise capital, execute mergers and acquisitions, and navigate complex financial transactions. Our team of experienced professionals offers expertise in a range of sectors, including technology, healthcare, and real estate.

IMG Capital Markets distinguishes itself through a client-centric approach, prioritizing deep industry knowledge and tailored strategies. We are committed to delivering exceptional results and building long-term partnerships.

Founded on a foundation of integrity and innovation, IMG Capital Markets has rapidly grown to become a trusted advisor to businesses of all sizes. We focus on delivering strategic financial solutions to drive growth and maximize shareholder value. Our dedication to excellence and client satisfaction is at the core of everything we do.
Investment
Investment Banking Services
Wiser Financial Coaching, LLC is a Durham, North Carolina-based financial services advisor dedicated to helping individuals and families build lasting wealth and achieve their financial goals. We provide comprehensive solutions through a spectrum of financial services, including investments, retirement planning, tax preparation, and college savings.

At Wiser Financial Coaching, we believe that a truly client-centered approach is essential. Our team of experienced wealth management consultants in Durham, NC, prioritize understanding your unique circumstances, risk tolerance, and aspirations. We work collaboratively to develop personalized strategies that align with your long-term objectives.

Unlike traditional brokerage firms, Wiser Financial Coaching operates with a fiduciary duty – putting your interests first. We focus on providing unbiased advice and transparent solutions, empowering you to make informed decisions with confidence. We implement the science behind investing, so you can enjoy life's pleasures with progress and confidence.

Our team, led by Marc Becker, brings decades of experience and a commitment to ethical financial guidance. We are dedicated to helping you navigate the complexities of the financial landscape and achieve your dreams.
Investment
Investment Banking Services
Duvet Financial Services is a financial services firm based in Orlando, Florida, dedicated to helping individuals achieve financial stability.

For over 20 years, Duvet Financial Services has provided personalized guidance in key areas of personal finance, including tax preparation, mortgages, real estate, and insurance. We understand that navigating the complexities of financial planning can be overwhelming, and our experienced team is committed to offering tailored solutions to meet each client’s unique needs.

Founded in 2008 by Charles Duvet, our firm is built on a foundation of professionalism, honesty, and a genuine desire to support our community. We pride ourselves on building lasting relationships with our clients, providing them with the confidence and resources they need to make informed financial decisions. We are a trusted partner in helping you reach your financial goals.
Investment
Investment Banking Services
Canons Park Advisors, Inc is a leading investment banking firm specializing in mergers and acquisitions, private placements, and strategic advisory services, serving businesses across Southern California.

We partner with privately held companies and investment groups to facilitate growth and value creation. Our team provides comprehensive financial solutions tailored to meet the unique needs of our clients, from early-stage startups to established enterprises.

Canons Park Advisors focuses on delivering exceptional results through deep industry knowledge, a client-centric approach, and a commitment to integrity. We assist clients in navigating complex transactions and achieving their strategic objectives.

With a strong track record and a dedicated team, we are committed to building long-term relationships based on trust and mutual success.
Investment
Investment Banking Services
Florentez Investment Management, Inc is a leading investment banking firm specializing in Shariah-compliant investment solutions, serving clients across California and the United States. We focus on providing comprehensive investment banking services to a diverse range of clients, including private equity firms, family offices, and high-net-worth individuals. Our expertise lies in mergers and acquisitions, private placements, and capital raising, all conducted with a strong emphasis on ethical and religiously-aligned investment strategies.

At Florentez, we are committed to delivering tailored financial solutions that align with our clients’ values and objectives. We pride ourselves on our deep understanding of the Shariah principles and their application within the investment landscape. Our team combines extensive experience in investment banking with a dedication to responsible and sustainable investing.Shariah-compliant investment solutions, investment banking, California, private equity Founded in 2007, Florentez Investment Management, Inc. has steadily grown to become a trusted partner for clients seeking sophisticated and ethically-grounded investment opportunities.

We are dedicated to fostering long-term relationships built on trust and mutual success.
Investment
Investment Banking Services

2007

Ani Financial Group is a Greensboro, North Carolina-based investment banking firm specializing in providing comprehensive financial solutions to businesses.

We serve a diverse range of clients, including startups and established companies, helping them navigate complex financial landscapes and achieve their strategic goals. Our expertise spans mergers and acquisitions, capital raising, and financial restructuring, addressing critical challenges and opportunities.

What differentiates Ani Financial Group is our commitment to personalized service and deep industry knowledge. We prioritize building long-term relationships with our clients, offering tailored strategies and proactive support to drive sustainable growth. Founded in 2017, we’ve grown to a team of 2-10 professionals, dedicated to delivering exceptional results.
Investment
Investment Banking Services

2017

Jerry Wilk, PFP - National Planning Corp is a leading investment banking firm serving businesses and individuals across Southern California.

We specialize in providing comprehensive financial solutions, including mergers and acquisitions advisory, private placements, and wealth management strategies.

Our team of experienced professionals works closely with clients to navigate complex financial landscapes and achieve their long-term goals. We focus on delivering tailored advice and strategic support to help businesses grow and individuals build wealth.

Jerry Wilk, PFP – National Planning Corp has a strong reputation for integrity and client satisfaction, built on decades of experience in the investment banking industry. We are committed to providing exceptional service and fostering lasting relationships with our clients.
Investment
Investment Banking Services
41 North Securities is a leading investment bank and registered broker dealer based in Irvine, California, specializing in providing comprehensive financial solutions to private equity firms and real estate developers.

We focus on facilitating strategic transactions, including debt and equity financing, mergers and acquisitions, and capital markets advisory services. Our expertise lies in navigating complex financial landscapes and delivering tailored outcomes for our clients.

41 North Securities distinguishes itself through a client-centric approach, combining deep industry knowledge with a commitment to building long-term relationships. We pride ourselves on our agility and responsiveness, ensuring our clients receive proactive and insightful guidance every step of the way. We are dedicated to supporting the growth and success of our partners in the private equity and real estate sectors.

Founded in 2006, 41 North Securities has steadily grown to become a trusted advisor to a diverse portfolio of clients, consistently delivering exceptional results.
Investment
Investment Banking Services
Juris Valuation Advisors is a leading investment banking firm specializing in business valuations and mergers & acquisitions advisory services, serving clients across the Midwest and nationally.

We provide comprehensive valuation solutions for privately held businesses, family-owned enterprises, and investment funds, assisting with estate planning, shareholder disputes, and strategic transactions. Our team of experienced professionals leverages deep industry knowledge and rigorous methodologies to deliver accurate and defensible valuations.

Juris Valuation Advisors focuses on delivering objective, reliable, and timely business valuations to support critical decision-making. We are committed to providing exceptional client service and building long-term relationships based on trust and expertise. We assist with complex valuations for a range of industries including manufacturing, agriculture, and professional services.

Founded in 2008, Juris Valuation Advisors has grown to become a trusted partner for businesses seeking expert valuation support. We pride ourselves on our commitment to integrity and our dedication to helping our clients achieve their financial goals.
Investment
Investment Banking Services
Kids Invest USA Inc is a non-profit organization based in Saint Petersburg, Florida, dedicated to providing children with financial literacy and money management skills.

We offer educational programs and resources designed to help young people understand the importance of saving, investing, and responsible spending. Our goal is to empower the next generation with the knowledge and tools they need to make sound financial decisions throughout their lives.

We serve families and schools across the United States, offering workshops, online courses, and personalized guidance. We are committed to fostering a culture of financial responsibility and building a brighter financial future for children. Our services are particularly relevant for parents and educators seeking to supplement traditional education with practical financial skills.

Founded with the mission of promoting financial well-being, Kids Invest USA Inc. has grown to reach thousands of students and families, impacting communities nationwide.
Investment
Investment Banking Services
65RETIRE Wealth Managers is a leading independent wealth management firm based in Irvine, California, dedicated to providing comprehensive retirement planning services to individuals, families, businesses, and their employees.

We specialize in crafting personalized financial strategies designed to help our clients achieve their long-term goals, offering a wide range of investment services based on their unique financial picture.

Our independence allows us to maintain our objectivity and focus solely on our clients’ best interests, free from conflicts of interest. We leverage cutting-edge technology, such as Riskalyze, to identify your risk tolerance and build a portfolio aligned with your expectations.

With three decades of experience serving the Orange County community, 65RETIRE Wealth Managers is committed to building lasting relationships based on trust, transparency, and responsive service.
Investment
Investment Banking Services
Thielen Capital is a California-based Registered Investment Advisory firm dedicated to providing personalized financial guidance to high-net-worth individuals.

We prioritize a fiduciary standard, placing our clients’ interests above all else – a commitment that sets us apart from many other investment advisors.

At Thielen Capital, we combine rigorous empirical research with a deep understanding of market dynamics, utilizing tools like Morningstar and Ycharts to build tailored investment portfolios and deliver transparent performance reporting. Our team, led by Arthur J. Thielen, leverages decades of experience and a strong family legacy of entrepreneurial spirit, drawing on roots in Los Angeles and Chicago to provide a unique perspective on wealth management.

We currently manage assets for approximately 70 clients, with a focus on those seeking substantial investment opportunities.
Investment
Investment Banking Services
Plutos Capital Group is a leading investment banking firm based in Irvine, California, specializing in strategic financial advisory services for businesses.

We provide comprehensive support to companies across a range of industries, including technology, healthcare, and real estate. Our team of experienced professionals assists clients with mergers and acquisitions, capital raising, restructuring, and strategic planning.

Plutos Capital Group focuses on delivering tailored solutions to meet the unique needs of each client, leveraging our deep industry knowledge and strong network of relationships. We are committed to helping our clients achieve their financial goals and maximize their long-term value.

Founded in 2016, Plutos Capital Group has rapidly grown to become a trusted partner for businesses seeking expert financial guidance.
Investment
Investment Banking Services

2016

Columbia Products Company is a leading manufacturer of stainless steel hand wash sinks, based in Irvine, California.

For over seven decades – since 1949 – Columbia Products has been dedicated to providing high-quality, durable sinks to the food processing, commercial, medical, and academic industries. We specialize in hands-free operation, prioritizing sanitation and preventing cross-contamination to safeguard public health.

Our commitment to innovation and engineering excellence has established Columbia sinks as the industry standard, recommended by architects and industrial contractors for their design, reliability, and ease of maintenance. We continue to serve customers throughout the U.S. and internationally, offering a comprehensive range of sinks designed to meet diverse operational needs.
Investment
Investment Banking Services
Retirement Designers Financial Group, LLC is a Plano, Texas-based financial advisory firm specializing in retirement planning and wealth management for individuals approaching or in retirement.

We’re dedicated to helping people near retirement, or in retirement, retain and grow their wealth in a manner that coincides with their needs. Our five-step process, known as the designer’s blueprint, was created to help you create a multi-dimensional approach to a stable future.

What sets us apart is our personalized approach, combining comprehensive retirement analysis with strategic investment planning and healthcare considerations. We partner with experts in tax planning and healthcare to ensure a holistic and secure retirement journey.

Founded in 2011, Retirement Designers Financial Group, LLC, led by Dale McCarty, has a strong foundation in the insurance and financial services industry, with over 57 years of combined family experience. We are committed to providing peace of mind and empowering our clients to achieve their retirement goals.
Investment
Investment Banking Services

2011

Strategic Capital Markets, Inc is a leading investment banking firm specializing in mergers and acquisitions, private placements, and debt and equity financing, serving businesses across Florida and the Southeastern United States.

We partner with established companies and emerging growth businesses to achieve their strategic goals. Our team of experienced professionals provides tailored financial solutions to navigate complex transactions and maximize value.

Strategic Capital Markets, Inc focuses on delivering exceptional results for our clients through deep industry knowledge, proactive deal sourcing, and a commitment to building long-term relationships. We are dedicated to supporting businesses in the
investment banking and
financial services sectors, helping them grow and thrive. Our expertise includes assisting companies with raising capital, restructuring operations, and ultimately, achieving successful outcomes.

Founded in 2013, Strategic Capital Markets, Inc. has rapidly grown to become a trusted advisor to businesses in the region, consistently delivering value and exceeding expectations. We pride ourselves on our client-centric approach and our ability to understand and respond to the unique needs of each client.
Investment
Investment Banking Services

2013

Foundations Asset Management, LLC is an independent fiduciary investment banking company based in Anchorage, Alaska, providing comprehensive wealth management and institutional consulting services to individuals, corporations, and institutions.

We specialize in building customized investment solutions tailored to each client’s unique goals and risk tolerance, encompassing financial planning, dividend investing, retirement plans, and socially responsible investments.

As fiduciaries, we prioritize our clients’ best interests above all else, offering a dedicated team of experienced professionals with decades of expertise in portfolio management and plan design. Our Institutional Consulting division provides robust support for 401(k) plans, including fiduciary oversight and participant education, while our Equity Income strategy focuses on consistent dividend payments. Investment Banking, Wealth Management, and Retirement Plans are at the core of our offerings.

Founded on a commitment to client advocacy, Foundations Asset Management has a strong history of institutional asset management and a dedication to delivering long-term value.
Investment
Investment Banking Services
Orlando Currency Exchange is a leading investment banking firm specializing in currency exchange solutions for businesses and individuals operating in Florida and internationally.

We provide comprehensive financial services, including foreign exchange transactions, international money transfers, and investment consulting, catering to a diverse clientele ranging from multinational corporations to high-net-worth individuals. Our expertise lies in facilitating seamless and secure cross-border financial operations, ensuring optimal returns and minimizing risk.

Orlando Currency Exchange distinguishes itself through its deep understanding of global financial markets, its commitment to personalized service, and its robust regulatory compliance. We are dedicated to building long-term relationships based on trust and transparency, supporting our clients’ international growth strategies. We focus on delivering tailored solutions for businesses involved in import/export, international investments, and global expansion.

Founded with a vision to simplify international finance, Orlando Currency Exchange has grown to become a trusted partner for businesses seeking efficient and reliable currency exchange services. We pride ourselves on our agility and responsiveness, adapting to the ever-changing needs of the global financial landscape.
Investment
Investment Banking Services
Semaphore Investments, Inc is a wealth management firm based in Irvine, California, providing personalized investment solutions to individuals.

We specialize in helping clients achieve their financial goals through comprehensive asset allocation, retirement planning, and personal investment strategies.

Semaphore distinguishes itself by offering a consultative approach, combining sophisticated portfolio management tools with a deep understanding of each client’s unique circumstances and risk tolerance. Our team of experienced advisors works closely with clients to develop tailored plans designed to secure their financial future.

Founded in 2002, Semaphore Investments has a long-standing commitment to delivering exceptional service and building lasting relationships with our clients. We are dedicated to helping individuals build a secure and prosperous future.
Investment
Investment Banking Services

2002

Premier Portfolio Strategies is a financial advisory firm based in Anchorage, Alaska, dedicated to providing personalized asset management solutions.

We specialize in helping individuals and corporations achieve their financial goals through tailored investment strategies, retirement planning, and estate preservation. Our approach combines decades of Alaskan experience with advanced technology and a commitment to building long-term relationships.

Premier Portfolio Strategies distinguishes itself by offering a highly personalized service, focusing on understanding each client’s unique circumstances and objectives. We integrate our expertise, education, and technology to deliver a comprehensive and proactive approach to wealth management. We are committed to helping our clients navigate the complexities of the financial landscape and build a secure future.

Founded in 1983, we’ve built a strong reputation for integrity and client satisfaction, serving both individuals and corporations across Alaska and Arizona.
Investment
Investment Banking Services
Integrity American Group is an Orlando, Florida-based financial advisory firm specializing in comprehensive wealth management solutions for individuals and families.

We help clients navigate complex financial decisions, including retirement planning, investment management, estate planning, and tax optimization. Our approach centers on building long-term relationships based on trust and transparency, ensuring our clients’ financial goals are met with precision and care.

We cater to busy professionals and families seeking expert guidance to secure their financial future. Our services are designed to simplify the often-overwhelming world of finance, providing peace of mind and strategic direction. We are committed to delivering personalized strategies tailored to each client’s unique circumstances and aspirations.

Founded in 2011, Integrity American Group has steadily grown, serving a diverse clientele with a focus on delivering exceptional service and results. We pride ourselves on our commitment to ethical practices and client satisfaction.
Investment
Investment Banking Services

2011

Promote In Style is an investment banking firm located in Orlando, Florida, specializing in providing financial advisory services to businesses.

We support a diverse range of clients, including privately held companies, emerging growth businesses, and family-owned enterprises. Our core services encompass mergers and acquisitions advisory, capital raising, restructuring, and strategic financial planning.

Promote In Style distinguishes itself through a client-centric approach, prioritizing deep industry knowledge and tailored solutions. We focus on building long-term relationships and delivering exceptional value to our clients, helping them achieve their strategic goals. We are dedicated to navigating complex financial landscapes and driving successful outcomes for our partners.

Founded with a commitment to excellence, Promote In Style has quickly established a reputation for integrity and expertise within the investment banking sector.
Investment
Investment Banking Services
Public Investments Holdings Corporation is a leading investment banking firm specializing in mergers and acquisitions, private equity, and capital markets advisory services, serving clients across Indiana and the Midwest.

We partner with businesses of all sizes – from emerging startups to established corporations – to navigate complex financial transactions and achieve their strategic goals. Our team provides comprehensive support throughout the entire process, including deal origination, due diligence, negotiation, and closing.

Public Investments Holdings Corporation focuses on delivering tailored solutions for industries such as manufacturing, healthcare, and technology. We pride ourselves on our deep industry knowledge, strong relationships with investors, and commitment to client success. We are dedicated to providing strategic financial guidance and maximizing value for our clients.

Founded on a foundation of integrity and expertise, we have a proven track record of successfully completing transactions and building long-term partnerships.
Investment
Investment Banking Services
M&A Business Advisors is a leading Business Brokerage and M&A Advisory Firm based in Los Angeles, California, specializing in the confidential sale of privately-owned businesses across a diverse range of industries including Manufacturing, Distribution, and Technology.

We partner with business owners throughout California and Nevada – including Los Angeles, Ventura, Orange County, and Reno – to navigate the complexities of selling or buying a business. Our experienced team provides comprehensive support, from initial valuation and marketing to due diligence and closing.

What sets M&A Business Advisors apart is our deep industry knowledge, proprietary processes, and collaborative approach. We hold prestigious designations such as CBI, L-CBI, M&AMI, and CBB, and our Advisors are recognized as industry influencers. We are dedicated to delivering exceptional results for our clients, ensuring a seamless and successful transaction. Business Brokerage, Mergers and Acquisitions, and Valuations are at the core of our services.
Investment
Investment Banking Services

2010

ZEIGER CAPITAL MANAGEMENT, INC is an Irvine, California-based investment banking company specializing in institutional investment advisory services for non-profit organizations nationwide.

For over 35 years, we’ve partnered with non-profits, providing tailored investment solutions and a deep understanding of their unique needs. We focus on preserving capital, aligning investments with long-term goals, and offering comprehensive reporting and compliance support.

Our team combines decades of experience in bond proceeds management, investment policy development, and portfolio optimization, ensuring clients receive consistent, reliable service and strategic guidance. We prioritize building lasting relationships based on trust and a shared commitment to our clients’ futures.
Investment
Investment Banking Services
Genki Capital is a full-service independent investment bank based in Plano, Texas, specializing in mergers and acquisitions across a diverse range of industries.

We leverage exceptional technology and decades of experience to identify strategic acquisition targets for our buyer clients and maximize shareholder value for sellers.

Genki Capital distinguishes itself through a time-tested, dual-step closed auction process, ensuring optimal pricing and buyer selection, coupled with unwavering confidentiality and a commitment to ethical practices. Our team of experienced professionals, operating globally, delivers superior results by prioritizing client needs and fostering trust.

With over a decade of experience and a track record of $1 billion in transactions, Genki Capital is dedicated to achieving optimal outcomes for every client, whether facilitating a successful acquisition, strategic partnership, or complete business sale.
Investment
Investment Banking Services
JBL Advisors, LLC is a leading investment banking firm specializing in mergers and acquisitions, private placements, and strategic advisory services, serving businesses across California and the United States.

We partner with established companies and high-growth startups to navigate complex financial transactions and achieve their strategic goals. Our team provides tailored solutions for a wide range of industries, including technology, healthcare, and manufacturing.

At JBL Advisors, we pride ourselves on our deep industry knowledge, client-centric approach, and commitment to delivering exceptional results. We focus on building long-term relationships based on trust and transparency.

Founded in 2018, JBL Advisors has quickly gained a reputation for its expertise and dedication to client success. We are a small, agile firm committed to providing personalized service and strategic guidance to our clients. We help businesses maximize value and achieve their full potential.
Investment
Investment Banking Services
Investment Advisors International, Inc is a leading investment banking firm serving businesses and private clients in Florida and across the United States.

We specialize in providing comprehensive financial advisory services, including mergers and acquisitions, capital raising, and strategic consulting.

Our experienced team focuses on delivering tailored solutions to help our clients achieve their financial goals. We pride ourselves on building long-term relationships based on trust and expertise, supporting growth and success for businesses of all sizes.

With a strong presence in Petersburg, Florida, we are dedicated to providing exceptional service and driving value for our clients. We assist with complex financial transactions and strategic planning, ensuring optimal outcomes for our partners.
Investment
Investment Banking Services
CSG Investments, Inc is a Plano, Texas-based investment firm providing creative and flexible capital solutions to commercial and industrial clients. As an affiliate of Beal Financial Corporation, a privately held institution with over 30 years of experience, we specialize in large business loans, debt acquisition, and syndicated financing.

We serve a diverse range of industries, including energy, real estate, logistics, and manufacturing, offering tailored financing options to support growth and expansion. Our expertise lies in navigating complex financial landscapes and delivering strategic capital solutions that meet our clients’ unique needs.

CSG Investments distinguishes itself through its long-standing relationships with Beal Bank USA, a strong and capitalized financial institution, and the leadership of Jacob Cherner, a seasoned lending and investing executive with extensive experience in real estate and finance. We’ve successfully closed over $32 billion in deployed capital and facilitated more than 500 deals to date, solidifying our position as a trusted partner for businesses seeking innovative financing.

We are committed to providing exceptional service and building long-term partnerships based on trust and mutual success.
Investment
Investment Banking Services

2002

United MedCare Capital is a leading Healthcare Merger and Acquisition Advisory Firm based in Atlanta, Georgia.

We specialize in guiding healthcare business owners through complex milestones, from strategic sales to successful acquisitions, ensuring maximum value and minimal disruption.

United MedCare Capital offers proven expertise in the healthcare market, leveraging strong relationships with buyers across various sectors, including home health, nursing homes, and assisted living facilities. Our commitment to transparency and firsthand experience, combined with our founder’s deep industry knowledge, sets us apart as a trusted partner for healthcare business owners seeking to navigate the sales process and achieve optimal outcomes.

We provide comprehensive services, including business valuation, exit planning, and capital raises, empowering you to confidently reach your business goals.
Investment
Investment Banking Services

2006

White Oak Partners LLC is a Durham, North Carolina-based boutique, buyside mergers and acquisitions firm founded in 2005 by the Baker brothers.

We specialize in generating new acquisition and investment opportunities for private equity groups, unfunded sponsors, family offices, and corporate buyers.

White Oak Partners employs a differentiated acquisition sourcing process, refined over 25 years, combining thoughtful research and perseverance to deliver successful transactions.

Our team of experienced Managing Directors has sourced over 100 transactions with a cumulative value exceeding $1.5 billion, demonstrating our commitment to delivering exceptional results for our clients.

We understand the needs of private business owners, offering confidential discussions and open, honest communication to present compelling opportunities.
Investment
Investment Banking Services
Keystone Capital Markets is a leading Investment Bank providing M&A, Capital Raise and Advisory services to middle-market companies. We deliver senior-level attention and results that count, backed by veteran dealmakers with over 20 years of transaction experience.

Keystone Capital Markets combines the expertise of a large firm with the energy of a smaller, more entrepreneurial approach. Our team specializes in advisory services related to corporate acquisitions and divestitures, and we support each client’s objectives with in-depth preparatory due diligence, rigorous analysis, and customized presentation materials.

With a proven track record of closing hundreds of transactions across diverse industries – including aerospace & defense, building materials, and technology – Keystone Capital Markets is dedicated to helping middle-market companies achieve their strategic goals. Investment Banking, M&A, and Capital Raise are at the core of our services.
Investment
Investment Banking Services

2016

Annette Di Bello Kelly, CPA, CFP is a boutique wealth management firm based in Irvine, California, specializing in tax-smart investment strategies for high-net-worth families and business owners.

We provide integrated wealth management services, combining comprehensive financial planning with proactive tax strategy and investment management. Our approach is built on a foundation of quality investments, balanced portfolios, and tax efficiency, ensuring clients keep more of their wealth over the long term.

As a fee-only fiduciary with $1,000,000+ minimum assets under management, we offer direct access to a CPA/PFS & CFP®, personalized service, and 20+ years of experience guiding sophisticated clients. We prioritize a deeply personalized advisory relationship, anticipating tax consequences before investment decisions are made.

Di Bello Financial’s founder, Annette Di Bello, CPA/PFS & CFP®, brings dual expertise in advanced tax strategy and sophisticated investment management, delivering holistic financial solutions tailored to your unique needs.
Investment
Investment Banking Services
West Vanguard Investments is a US-based investment consulting firm specializing in international currency market investments.

We provide comprehensive management of investment portfolios and risk management services to a discerning clientele. Our focus is on delivering transparency, security, and convenience to our clients, partners, and employees.

West Vanguard distinguishes itself through a commitment to robust risk assessment and a tailored approach to investment strategies, aiming to achieve solid and sustainable profitability for our investors. We are a trusted partner for those seeking expertise in navigating the complexities of international currency investments.

Founded in 2010, West Vanguard has grown to serve a select group of investors, prioritizing long-term relationships and exceptional performance.
Investment
Investment Banking Services

2010

AF Capital is a leading investment bank based in Moscow, Russia, specializing in M&A, IPO/SPO advisory, and private equity transactions for fast-growing mid-cap companies.

We support companies across diverse sectors, addressing their strategic financing needs and facilitating growth.

AF Capital distinguishes itself through a comprehensive approach, combining financial advisory with management consulting to enhance enterprise value and foster sustainable organizational development. Our team leverages deep industry expertise and a commitment to building long-term partnerships.

As part of the larger AF Capital Holding, we benefit from a diversified regional strategy and a robust network of resources.

We are dedicated to improving the investment climate in Russia and fostering a more favorable business environment.
Investment
Investment Banking Services

2014

Auster Capital Partners, Advisory Arm is a New Jersey-based investment advisory firm specializing in providing strategic financial guidance to private equity firms and family offices. We help our clients maximize the value of their investments and achieve their financial goals.

Auster Capital Partners focuses on identifying and executing high-potential investment opportunities across a range of sectors, including technology, healthcare, and consumer goods. Our team of experienced investment professionals leverages deep industry knowledge and a rigorous investment process to deliver superior returns.

What sets Auster Capital Partners apart is our commitment to building long-term relationships with our clients based on trust, transparency, and a shared understanding of their objectives. We pride ourselves on our proactive approach, our ability to adapt to changing market conditions, and our dedication to delivering exceptional results. We are a team of experienced investment professionals dedicated to helping our clients achieve their financial goals.
Investment
Investment Banking Services
Mission Hill Coin and Jewelry is a leading coin and jewelry dealer based in Irvine, California. We specialize in providing a comprehensive service for collectors, investors, and enthusiasts – from buying and selling rare coins and precious gemstones to expert appraisals and secure transactions.

Our team of experienced professionals offers unparalleled expertise in the valuation and authentication of historical coins, jewelry, and collectibles. We cater to a diverse clientele, assisting individuals and institutions alike in building and managing valuable collections.

At Mission Hill Coin and Jewelry, we pride ourselves on our commitment to integrity, transparency, and exceptional customer service. We’re dedicated to making the process of buying, selling, or appraising your valuable items a seamless and rewarding experience. We handle everything from ancient Roman coins to modern bullion, ensuring a secure and trustworthy transaction.

Founded in 2011, we’ve grown to become a trusted name in the industry, serving clients across the United States. We maintain a strong focus on building long-term relationships based on trust and mutual respect.
Investment
Investment Banking Services

2011

Money Exchange Bureau is a leading investment banking firm specializing in international financial transactions, headquartered in Orlando, Florida.

We provide comprehensive services to corporations and high-net-worth individuals navigating complex global markets. Our expertise spans trade finance, mergers and acquisitions, and capital raising, supporting clients in industries such as real estate, technology, and manufacturing.

Money Exchange Bureau distinguishes itself through a client-centric approach, offering bespoke solutions tailored to each client’s unique needs. We leverage our deep understanding of international regulations and market dynamics to deliver strategic financial guidance and seamless execution. We are committed to building long-term partnerships based on trust and transparency.

Founded with a vision to simplify cross-border finance, Money Exchange Bureau has grown to become a trusted partner for businesses seeking to expand their global reach. We currently serve a diverse clientele across the United States and internationally.
Investment
Investment Banking Services
INDEPENDENT RETIREMENT SOLUTIONS, L.L.C is a leading investment banking firm specializing in retirement solutions, serving clients across Ohio and the United States.

We provide comprehensive financial advisory services to individuals and businesses, focusing on retirement planning, wealth management, and estate planning. Our team of experienced professionals works closely with each client to understand their unique needs and develop tailored strategies to achieve their financial goals.

We are dedicated to building long-term relationships based on trust and integrity, offering personalized attention and expert guidance throughout the entire retirement journey. We help our clients navigate complex financial landscapes and secure a comfortable future.

Founded in 2002, we’ve grown to a team of 1-50 professionals, committed to delivering exceptional service and results. We pride ourselves on our local expertise and commitment to our clients’ success.
Investment
Investment Banking Services

2002

Todd Bryant is a financial services firm based in Orlando, Florida, specializing in wealth management and retirement planning for high-net-worth individuals.

We partner with clients to build and manage comprehensive financial plans, encompassing investment strategies, estate planning, and tax optimization. Our approach is rooted in a deep understanding of our clients’ unique circumstances and goals, ensuring a personalized and proactive approach to their financial well-being.

Todd Bryant leverages the resources of Northwestern Mutual, a company with a long-standing reputation for stability and integrity, to deliver sophisticated financial solutions. We focus on providing tailored advice and ongoing support, helping clients achieve their financial aspirations and secure a lasting legacy. We serve individuals and families seeking expert guidance in navigating complex financial landscapes, including retirement planning, investment management, and estate preservation.

As a Northwestern Mutual affiliate, we benefit from a century of experience and a commitment to client service, combined with the agility and responsiveness of a dedicated team. We are dedicated to helping our clients live life differently, with confidence and peace of mind.
Investment
Investment Banking Services
Bridgepoint Merchant Banking is a leading investment bank based in Lincoln, Nebraska, providing expert capital raising and mergers & acquisitions (M&A) advisory services to businesses globally.

We specialize in supporting business owners and senior executives across a diverse range of industries, including Industrials, Transportation, Healthcare, Business & IT Services, Consumer & Retail, and Technology. Our team focuses on delivering tailored solutions throughout the corporate lifecycle, from initial capital needs to strategic growth initiatives and complex transactions.

Bridgepoint Investment Banking’s approach centers on building long-term relationships and providing strategic guidance to maximize shareholder value. We are dedicated to navigating the complexities of the investment banking landscape and achieving exceptional outcomes for our clients. We assist with Capital Raising and Mergers & Acquisitions, helping companies achieve their strategic goals.
Investment
Investment Banking Services

2006

Avalon Capital Advisors is a leading investment banking firm based in Irvine, California, specializing in providing strategic financial advisory services to businesses.

We serve a diverse range of clients, including privately held companies, emerging growth businesses, and investment funds, helping them navigate complex financial transactions and achieve their strategic goals. Our expertise spans mergers and acquisitions, capital raising, restructuring, and strategic consulting.

Avalon Capital Advisors distinguishes itself through a client-centric approach, combining deep industry knowledge with a commitment to delivering tailored solutions. We pride ourselves on building long-term relationships based on trust and transparency, and our team of experienced professionals is dedicated to helping our clients succeed. We’ve been helping clients find the right domain name since 2005.
Investment
Investment Banking Services
Strong Tips is a leading investment banking firm specializing in high-frequency trading strategies, headquartered in Orlando, Florida.

We provide sophisticated trading solutions to institutional investors and hedge funds, focusing on algorithmic trading and market making. Our team leverages advanced analytics and technology to identify and capitalize on profitable trading opportunities across various asset classes, including equities, fixed income, and derivatives.

At Strong Tips, we pride ourselves on our deep market knowledge, rigorous risk management processes, and commitment to delivering exceptional results. We are dedicated to building long-term partnerships with our clients, providing tailored investment banking services and a proactive approach to market dynamics. Investment Banking, High-Frequency Trading, Algorithmic Trading, Market Making, Institutional Investors, Hedge Funds, Orlando, Florida.
Investment
Investment Banking Services
InvestED, PBC is a US-based mobile education platform connecting individuals with opportunities through animated learning experiences. We partner with organizations focused on achieving the Sustainable Development Goals (SDGs), delivering engaging video and interactive media courses via a rigorously designed Android app optimized for low-bandwidth and low literacy environments.

Our mission is to unlock financial growth and stability for motivated people in emerging markets by providing accessible education and connecting them with incentives linked to the SDGs.

InvestED’s approach centers on creating impactful, mobile-first learning solutions that bridge the gap between knowledge and opportunity, fostering a more equitable and prosperous world. We are committed to providing a reliable and accessible platform for personal and professional development.
Investment
Investment Banking Services

2016

List of Investment Banking Services companies in All locations

Company Name

Location

Category

Employees

Email

Accuracy

Website

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@icapitalfinance.net

http://icapitalfinance.net

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@selfdirectediracorp.com

http://selfdirectediracorp.com

Plano, United States (US)

Finance and Banking
Finance and Banking

2-10

info@hamalenterprises.com

http://hamalenterprises.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@signatureresources.net

http://signatureresources.net

Fort Wayne, United States (US)

Finance and Banking
Finance and Banking

2-10

info@clnfinancial.com

http://clnfinancial.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@cloverleafcapital.com

http://www.cloverleafcapital.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@imgcapitalmarkets.com

http://www.imgcapitalmarkets.com

Durham, United States (US)

Finance and Banking
Finance and Banking

2-10

becker@wiserfinancial.com

http://wiserfinancial.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@charlesduvet.com

http://duvetfinancialservices.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@canparcap.com

http://canparcap.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@shariahshares.com

http://shariahshares.com

Greensboro, United States (US)

Finance and Banking
Finance and Banking

2-10

info@anifinancialgroup.com

http://anifinancialgroup.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@jerrywilk.com

http://jerrywilk.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@41northsecurities.com

http://41northsecurities.com

Lincoln, United States (US)

Finance and Banking
Finance and Banking

2-10

info@jurisvaluationadvisors.com

http://jurisvaluationadvisors.com

Saint Petersburg, United States (US)

Finance and Banking
Finance and Banking

2-10

info@kidsinvestusa.org

http://kidsinvestusa.org

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@newportinvestors.com

http://65retire.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

aj@thielencapital.com

http://thielencapital.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@plutoscapital.com

http://plutoscapital.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@columbiasinks.com

http://columbiasinks.com

Plano, United States (US)

Finance and Banking
Finance and Banking

2-10

info@retirementdesignersfg.com

http://retirementdesignersfg.com

Saint Petersburg, United States (US)

Finance and Banking
Finance and Banking

2-10

info@strategiccapitalmarkets.com

http://strategiccapitalmarkets.com

Anchorage, United States (US)

Finance and Banking
Finance and Banking

2-10

info@cutler.com

http://famanagement.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@currencyexchangeorlando.com

http://currencyexchangeorlando.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@semaphoreinvestments.com

http://semaphoreinvestments.com

Anchorage, United States (US)

Finance and Banking
Finance and Banking

2-10

info@premierportfoliostrategies.com

http://premierportfoliostrategies.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@kyledavisfinancial.com

http://kyledavisfinancial.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

2-10

info@promoteinstyle.com

https://www.promoteinstyle.com

Fort Wayne, United States (US)

Finance and Banking
Finance and Banking

2-10

info@pi-hc.com

http://pi-hc.com

Los Angeles, United States (US)

Finance and Banking
Finance and Banking

30-50

info@mabusinessadvisors.com

http://mabusinessadvisors.com

IRVINE, United States (US)

Finance and Banking
Finance and Banking

2-10

info@zcm.com

http://zcm.com

Plano, United States (US)

Finance and Banking
Finance and Banking

10-20

info@genkicapital.com

http://www.genkicapital.com/

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@jbladvisors.com

http://jbladvisors.com

PETERSBURG, United States (US)

Finance and Banking
Finance and Banking

2-10

info@investmentadvisorsinternational.com

http://investmentadvisorsinternational.com

Plano, United States (US)

Finance and Banking
Finance and Banking

30-50

info@csginvestments.com

https://www.csginvestments.com/

Atlanta, United States (US)

Finance and Banking
Finance and Banking

10-20

info@unitedmedcarecapital.com

http://www.unitedmedcarecapital.com

Durham, United States (US)

Finance and Banking
Finance and Banking

30-50

info@whiteoakpartnersllc.com

https://www.whiteoakpartnersllc.com/

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@keystone-cap.com

http://www.keystone-cap.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

2-10

info@dibellocpa.com

http://dibellocpa.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

info@westvanguard.com

http://www.westvanguard.com

Moscow, Russia

Finance and Banking
Finance and Banking

10-20

info@afcapital.ru

http://www.afcapital.ru

Jersey City, United States (US)

Finance and Banking
Finance and Banking

10-20

info@austercapitalpartners.com

http://austercapitalpartners.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@missionhillcoin.com

https://missionhillcoin.com/

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

info@moneyexchangebureau.com

http://moneyexchangebureau.com

Toledo, United States (US)

Finance and Banking
Finance and Banking

10-20

info@independentretirementsolutions.com

http://independentretirementsolutions.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

info@toddbryant.nmfn.com

http://toddbryant.nmfn.com

Lincoln, United States (US)

Finance and Banking
Finance and Banking

10-20

info@bridgepointmb.com

http://bridgepointmb.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@avalonasset.com

http://avalonasset.com

Orlando, United States (US)

Finance and Banking
Finance and Banking

10-20

info@strongpipstrading.com

http://strongpipstrading.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

10-20

info@investedapp.com

http://investedapp.com

50/611 results

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FAQ updated November 2025

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