Top 100 Investment Banking Companies in California

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Below is the list of Top 100 Investment Banking Companies in California ranked based on company size, client reviews, services, and awards.

Investment Banking Companies in California

1. Houlihan Lokey

Industry: Investment Banking

Location: California

Website: hl.com

Company Founded: 1972

Company Size: 1001-5000

Company Address: 10250 Constellation Boulevard, Los Angeles, California, United States

Houlihan Lokey Contact Details

Name Title LinkedIn Phone Email
Thomas Olivier Managing Director
Rob Freiman Director, Financial Technology
Andrew Benvenuto Investment Banking Analyst
Craig Muir Managing Director
Alexander Despo Financial Restructuring Group: Exploration And Production Group Associate
Shaf Chowdhury Senior Vice President
James Glenn Vice President
Requires/Intent and 240 more Employees
AI-Based Alternative Investment Strategies
Smart Algorithmic Trading
and more

2. B. Riley Fbr, Inc.

Industry: Investment Banking

Location: California

Company Founded: 1997

Company Size: 51-200

B. Riley Fbr, Inc. Contact Details

Name Title LinkedIn Phone Email
Joseph Puliafico Director- Securities Lending
Joe Nardini Senior Managing Director And Group Leader, Industrials And Technology
Joe Nardini Senior Managing Director And Group Leader, Industrials And Technology
Ajay Asija Group Head, Senior Managing Director, Financial Institutions | Fintech
Chanmeet Narang Investment Banking Analyst
Bobby Malonoski Vice President
Zack Silver Equity Research Analyst
Requires/Intent and 27 more Employees
Financial Management
AI-Powered Sentiment Analysis For Market Trends
Accounting
Mobile App Development
and more

3. Focalpoint Partners

Industry: Investment Banking

Location: California

Website: focalpointllc.com

Company Founded: 2002

Company Size: 11-50

Company Address: 11150 Santa Monica Boulevard, Los Angeles, California, United States

Focalpoint Partners Contact Details

Name Title LinkedIn Phone Email
Hector Torres Managing Director And Co-leader Of Healthcare Investment Banking
Hector Torres Managing Director And Co-leader Of Healthcare Investment Banking
Thomas Mills Managing Director
Matthew Swing Associate
Connor Mitchell Managing Director
Lawrence Ong Investment Banking Senior Analyst
Lawrence Ong Investment Banking Senior Analyst
Requires/Intent and 10 more Employees
AI-Powered Fundraising Strategies
AI
AI-Based Risk Analysis & Mitigation
Market Research
Public Relations
and more

4. Corporate Finance Associates

Industry: Investment Banking

Location: California

Website: cfaw.com

Company Founded: 1956

Company Size: 51-200

Company Address: 24461 Ridge Route, Laguna Hills, California, United States

Corporate Finance Associates Contact Details

Name Title LinkedIn Phone Email
Michael Vinje Managing Partner
Patrick Powell Managing Director And Principal
Dean Durbin Managing Director
Kregg Kiel Managing Director
Bill Becker Director
Jim Zipursky Chairman And Chief Executive Officer
Andrew Williams Managing Director
Requires/Intent and 15 more Employees
Blockchain For Secure Fund Transfers
IT Support
AI-Based Fraud Detection & Prevention
AI-Powered Financial Modeling
AI-Powered Fundraising Strategies
and more

5. Financial Technology Partners / Ft Partners

Industry: Investment Banking

Location: California

Website: ftpartners.com

Company Founded: 2001

Company Size: 51-200

Company Address: 555 Mission Street, San Francisco, California, United States

Financial Technology Partners / Ft Partners Contact Details

Name Title LinkedIn Phone Email
Charles Maxwell Analyst
Tim Meyer Investment Banker
Katherine Tarbox Investment Banking
Nathan Coen Investment Banking Analyst
Jonathan Watkin Investment Banking Analyst
Bryan Bellmare Director
Sebastian Plate Investment Banking Associate
Requires/Intent and 7 more Employees
AI-Powered Investment Research
ERP Solutions
and more

6. Gca

Industry: Investment Banking

Location: California

Website: gcaglobal.com

Company Founded: 2003

Company Size: 501-1000

Company Address: 1 Maritime Plaza, San Francisco, California, United States

Gca Contact Details

Name Title LinkedIn Phone Email
Rushi Bhanderi Vice President Investment Banking
Susan Moran Vice President Of Marketing And Client Engagement
Pat Hagerty Associate
Bruce Chanenchuk Associate
David Henao It Analyst
Lauren Lauer Investment Banking Analyst
Rip Furniss Vice President
Requires/Intent and 100 more Employees
Smart Wealth Management
AI-Based M&A Advisory
Predictive Analytics
Public Relations
and more

7. Starwood Property Trust

Industry: Investment Banking

Location: California

Website: stephensbackpacks.com

Company Size: 51-200

Company Address: 100 Pine Street, San Francisco, California, United States

Starwood Property Trust Contact Details

Name Title LinkedIn Phone Email
Elie Cohen Senior Analyst
Erich Bergmann Assistant Vice President
Haig Najarian Managing Director, Legal And Compliance At Starwood Infrastructure Finance
Matthew Palmer Analyst
Bryan Shore Senior Business Systems Analyst And Project Manager
Bryan Shore Senior Business Systems Analyst And Project Manager
Tom Cosenza Managing Director
Requires/Intent and 5 more Employees
AI-Based Predictive Analytics For Market Trends
CRM Systems
Predictive Analytics
and more

8. Resolute Capital Partners, Ltd

Industry: Investment Banking

Location: California

Website: resolutecapitalpartners.com

Company Founded: 2010

Company Size: 11-50

Company Address: 1 Market Street, San Francisco, California, United States

Resolute Capital Partners, Ltd Contact Details

Name Title LinkedIn Phone Email
Vanessa Vancour Marketing Strategy Manager
Bill Nutter Partner
Doyle Rippee Director Of Development
David Creasy Senior Associate
Tyler Augusty Director Of Investments
Andy Tatman Partner
Seth Lee Sales Desk Manager, CimaÂ
Requires/Intent and 1 more Employees
Predictive Analytics
Advertising
Automation
Branding
AI-Based M&A Advisory
and more

9. Roth Capital Partners

Industry: Investment Banking

Location: California

Website: roth.com

Company Founded: 1984

Company Size: 51-200

Company Address: 888 San Clemente Drive, Newport Beach, California, United States

Roth Capital Partners Contact Details

Name Title LinkedIn Phone Email
Brian Kremer Managing Director
Cynthia Whitney Managing Director Institutional Equity Sales
Darren Aftahi Senior Research Analyst-digital Media, Internet, E-commerce And Advertising
Matthew Day Director, Investment Banking
Jeffery Smith Managing Director
Tony Butler Managing Director, Partner, Head Of Biotechnology Research
Andrew Scutt Equity Research Associate
Requires/Intent and 8 more Employees
AI-Based Risk Analysis & Mitigation
Blockchain For Secure Fund Transfers
Web Development
and more

10. B. Riley Securities

Industry: Investment Banking

Location: California

Company Size: 201-500

Company Address: 11100 Santa Monica Boulevard, Los Angeles, California, United States

B. Riley Securities Contact Details

Name Title LinkedIn Phone Email
Thomas Mcglynn Investment Banking
Michael Schlotman Investment Banking Associate
Vikas Chopra Senior Vice President Business Applications
Vikas Chopra Senior Vice President Business Applications
Suowei Wu Equity Research Associate
Travis Meredith Information Security Analyst
Requires/Intent
Market Research
ERP Solutions
AI Chatbots
and more

11. Evolution Life Science Partners

Industry: Investment Banking

Location: California

Website: evolutionlsp.com

Company Founded: 2014

Company Size: 11-50

Company Address: 235 Montgomery Street, San Francisco, California, United States

Evolution Life Science Partners Contact Details

Name Title LinkedIn Phone Email
David Parke Managing Director
Requires/Intent
AI-Powered Fundraising Strategies
Data Security
AI-Driven Customer Relationship Management
AI
and more

12. Keystone Capital Markets, Inc.

Industry: Investment Banking

Location: California

Website: keystone-cap.com

Company Founded: 2015

Company Size: 11-50

Company Address: 114 Pacifica, Irvine, California, United States

Keystone Capital Markets, Inc. Contact Details

Name Title LinkedIn Phone Email
Craig Primo Managing Director And Co-owner
Wyatt Chaffin Investment Banking Analyst
Jack Fecteau Associate
Requires/Intent
AI
Smart Wealth Management
Smart AI-Based Compliance & Regulatory Reporting
and more

13. Hammond Hanlon Camp Llc

Industry: Investment Banking

Location: California

Website: h2c.com

Company Founded: 2011

Company Size: 11-50

Company Address: 4655 Executive Drive, San Diego, California, United States

Hammond Hanlon Camp Llc Contact Details

Name Title LinkedIn Phone Email
Carter Dillon Investment Banking Analyst
Dan Mackell Managing Director-restructuring
Elaine Yao Managing Director
Benjamin Oxnard Investment Banking Senior Analyst
Requires/Intent
AI-Powered Financial Modeling
Cloud Hosting
AI-Based Hedge Fund Analytics
Technology
and more

14. Seed Equity Ventures

Industry: Investment Banking

Location: California

Website: seedequity.com

Company Founded: 2013

Company Size: 1-10

Seed Equity Ventures Contact Details

Name Title LinkedIn Phone Email
Jason Vance Director, Site Reliability Engineering
Jill Crosland Limited Partner
Requires/Intent
Web Development
Customer Relationship Management
E-commerce Integration
and more

15. Eiler Capital Advisors, Llc

Industry: Investment Banking

Location: California

Company Size: 1-10

Eiler Capital Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
James Eiler Principal
Requires/Intent
Predictive Analytics
Data Security
AI-Based Predictive Analytics For Market Trends
Technology
and more

16. Evolution Media Capital

Industry: Investment Banking

Location: California

Website: evolutionmediacapital.com

Company Founded: 2008

Company Size: 11-50

Company Address: 2000 Avenue Of The Stars, Los Angeles, California, United States

Evolution Media Capital Contact Details

Name Title LinkedIn Phone Email
Evan Deahl Senior Associate
Kirill Savitski Principal
Sam Hahn Evolution Media Capital
Requires/Intent
Public Relations
AI
and more

17. M&a Business Advisors

Industry: Investment Banking

Location: California

Website: mabusinessadvisors.com

Company Founded: 2017

Company Size: 11-50

Company Address: 23679 Calabasas Road, Calabasas, California, United States

M&a Business Advisors Contact Details

Name Title LinkedIn Phone Email
Samuel Crampton Manager And Broker Salesperson
Kurt Okraski Business Broker
Todd Elam Business Broker
Requires/Intent
Blockchain For Secure Transactions
CRM Systems
Customer Relationship Management
Market Research
Predictive Analytics
and more

18. Wind Capital

Industry: Investment Banking

Location: California

Website: wind.capital

Company Size: 1-10

Company Address: 4394 26th Street, San Francisco, California, United States

Wind Capital Contact Details

Name Title LinkedIn Phone Email
Xavier Gury Co-founder And Chief Executive Officer
Requires/Intent
AI-Powered Portfolio Management
IoT
Sales
Cloud Solutions
AI-Driven Customer Relationship Management
and more

19. Shoreline Partners, Llc

Industry: Investment Banking

Location: California

Website: shoreline.com

Company Founded: 1992

Company Size: 1-10

Company Address: 6310 Greenwich Drive, San Diego, California, United States

Shoreline Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Dan Malott Managing Director
Andrew Malott Senior Associate
Requires/Intent
Cloud Hosting
Digital Marketing
AI-Powered Investment Research
and more

20. Echelon Partners

Industry: Investment Banking

Location: California

Website: echelon-partners.com

Company Founded: 2001

Company Size: 1-10

Company Address: 1500 Rosecrans Avenue, Manhattan Beach, California, United States

Echelon Partners Contact Details

Name Title LinkedIn Phone Email
Mark Bruno Managing Director
Chris Goode Security
Requires/Intent
Sales
Smart AI-Based Compliance & Regulatory Reporting
Compliance & Risk Management
and more

21. Anion Capital

Industry: Investment Banking

Location: California

Website: noteinvestor.us

Company Founded: 2017

Company Size: 1-10

Company Address: 2900 Park Newport, Newport Beach, California, United States

Anion Capital Contact Details

Name Title LinkedIn Phone Email
Mary Willison Managing Director
Requires/Intent
Public Relations
E-commerce Integration
AI-Driven Asset Valuation
Predictive Analytics
AI-Powered Sentiment Analysis For Market Trends
and more

22. Strategic Equity Group

Industry: Investment Banking

Location: California

Website: segco.com

Company Size: 11-50

Company Address: 9841 Airport Boulevard, Los Angeles, California, United States

Strategic Equity Group Contact Details

Name Title LinkedIn Phone Email
Brian Blum President
Requires/Intent
Data Security
AI-Powered Investment Research
Business Expansion
AI
and more

23. Pax Capital Partners

Industry: Investment Banking

Location: California

Website: paxcapitalpartners.com

Company Size: 1-10

Pax Capital Partners Contact Details

Name Title LinkedIn Phone Email
Scott Jens Managing Director And Executive-in-residence
Requires/Intent
AI-Powered Fundraising Strategies
AI-Based Fraud Detection & Prevention
Sales
AI Chatbots
and more

24. Mergertech Advisors

Industry: Investment Banking

Location: California

Website: mergertech.com

Company Founded: 1998

Company Size: 11-50

Company Address: 5858 Horton Street, Emeryville, California, United States

Mergertech Advisors Contact Details

Name Title LinkedIn Phone Email
Nitin Khanna Chief Executive Officer At Mergertech
Requires/Intent
ERP Solutions
Cloud Hosting
AI-Powered Sentiment Analysis For Market Trends
AI-Powered Financial Modeling
Mobile App Development
and more

25. Westpark Capital, Inc.

Industry: Investment Banking

Location: California

Website: wpcapital.com

Company Size: 11-50

Company Address: 1900 Avenue Of The Stars, Los Angeles, California, United States

Westpark Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
Greg Mesniaeff Director, Sector Strategy
Dan Joyce Senior Investment Specialist
Holly Landon Cpa
Dan Philpot Consultant
Dan Philpot Consultant
Patzkowski Mike Vice President Of Investments
Requires/Intent
Advertising
AI-Based Risk Analysis & Mitigation
Accounting
and more

26. Thinkequity Llc

Industry: Investment Banking

Location: California

Website: thinkequity.com

Company Founded: 2001

Company Size: 11-50

Company Address: 600 Montgomery Street, San Francisco, California, United States

Thinkequity Llc Contact Details

Name Title LinkedIn Phone Email
Stuart Sharoff Senior Vice President
Giovanni Valdes Institutional Sales
Nate Nahirny Investment Banking Analyst
Matt Delia Medical Doctor
Glenn Garmont Principal
Jonathan Mordoh Managing Director
Deepak Raj Evp; Head Of Instituitional Markets
Requires/Intent
IT Support
Web Development
AI-Driven Customer Relationship Management
and more

27. Intrepid Investment Bankers

Industry: Investment Banking

Location: California

Website: intrepidib.com

Company Founded: 2010

Company Size: 51-200

Company Address: 11755 Wilshire Boulevard, Los Angeles, California, United States

Intrepid Investment Bankers Contact Details

Name Title LinkedIn Phone Email
Jake Rosen Analyst
Matthew Mangini Investment Banking Analyst
Requires/Intent
Digital Marketing
Public Relations
Cloud Solutions
AI
and more

28. Sherpa Technology Group

Industry: Investment Banking

Location: California

Website: sherpatechnologygroup.com

Company Founded: 2008

Company Size: 11-50

Sherpa Technology Group Contact Details

Name Title LinkedIn Phone Email
Michael Poppler Senior Director
Viraj Deokar Analyst
Requires/Intent
IoT
Blockchain For Secure Transactions
and more

29. Exit Strategies Group, Inc.

Industry: Investment Banking

Location: California

Website: exitstrategiesgroup.com

Company Founded: 2002

Company Size: 11-50

Company Address: 531 East Washington Street, Petaluma, California, United States

Exit Strategies Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Joe Orlando Vice President Of Valuation Services
Requires/Intent
Cloud Solutions
Web Development
and more

30. Real Industry, Inc. (nasdaq: Rely)

Industry: Investment Banking

Location: California

Website: realindustryinc.com

Company Size: 11-50

Company Address: 15301 Ventura Boulevard, Sherman Oaks, California, United States

Real Industry, Inc. (nasdaq: Rely) Contact Details

Name Title LinkedIn Phone Email
Tara Rahmani Program Manager
Requires/Intent
Predictive Analytics
AI-Based Risk Analysis & Mitigation
and more

31. Union Square Advisors

Industry: Investment Banking

Location: California

Website: usadvisors.com

Company Founded: 2007

Company Size: 11-50

Company Address: 600 Montgomery Street, San Francisco, California, United States

Union Square Advisors Contact Details

Name Title LinkedIn Phone Email
Victoria Mityul Investment Banking Analyst
Emily Todd Director
Requires/Intent
Mobile App Development
IoT
AI-Based Risk Analysis & Mitigation
and more

32. Technology Square Partners

Industry: Investment Banking

Location: California

Website: techsqp.com

Company Size: 11-50

Technology Square Partners Contact Details

Name Title LinkedIn Phone Email
Kenji Scott Managing Partner
Kirsten Wieser Marketing Manager At Technology Square Partners
Requires/Intent
Market Research
Compliance & Risk Management
AI-Powered Investment Research
CRM Systems
AI-Powered Portfolio Management
and more

33. 52 Capital Partners, Llc

Industry: Investment Banking

Location: California

Website: 52capitalpartners.com

Company Founded: 2017

Company Size: 11-50

52 Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Mark Szczuka Director
Requires/Intent
Business Expansion
AI-Powered Fundraising Strategies
and more

34. Woodside Capital Partners

Industry: Investment Banking

Location: California

Website: woodsidecap.com

Company Founded: 1999

Company Size: 11-50

Company Address: 2650 Birch Street, Palo Alto, California, United States

Woodside Capital Partners Contact Details

Name Title LinkedIn Phone Email
Scott Schooley Chief Executive Officer
Richard Hunnewell Analyst
Requires/Intent
SEO
AI
and more

35. Park Lane

Industry: Investment Banking

Location: California

Website: prkln.com

Company Founded: 2005

Company Size: 11-50

Company Address: 2029 Century Park East, Los Angeles, California, United States

Park Lane Contact Details

Name Title LinkedIn Phone Email
Keith Perschetz Associate
Nancy Summers National Training Director
Debbie Weddington Jewelry Consultant
Monica Artinger Fashion Director At Park Lane
Rossi Warren Cook
Rossi Warren Cook
Requires/Intent
Business Expansion
AI-Driven Asset Valuation
Digital Marketing
and more

36. Genz & Associates, Llc

Industry: Investment Banking

Location: California

Website: genzassociates.com

Company Founded: 2011

Company Size: 11-50

Company Address: 1230 Rosecrans Avenue, Manhattan Beach, California, United States

Genz & Associates, Llc Contact Details

Name Title LinkedIn Phone Email
B Thomas Donadio Managing Director
Cole Kennedy Analyst
Requires/Intent
AI-Based Fraud Detection & Prevention
Automation
Digital Marketing
AI-Based Alternative Investment Strategies
Software Development
and more

37. Ocean Park Advisors

Industry: Investment Banking

Location: California

Website: oceanparkadvisors.com

Company Founded: 2004

Company Size: 1-10

Ocean Park Advisors Contact Details

Name Title LinkedIn Phone Email
John Campbell Managing Director
Requires/Intent
AI Chatbots
Software Development
Web Development
Cloud Hosting
Branding
and more

38. Dbo Partners

Industry: Investment Banking

Location: California

Website: dbopartners.com

Company Founded: 2012

Company Size: 11-50

Dbo Partners Contact Details

Name Title LinkedIn Phone Email
Conor Dillon Investment Banking Analyst
Requires/Intent
IoT
Mobile App Development
AI-Based Alternative Investment Strategies
Data Security
Smart Wealth Management
and more

39. Diamond Capital Advisors

Industry: Investment Banking

Location: California

Website: diamondcapadvisors.com

Company Founded: 2009

Company Size: 11-50

Company Address: 1875 Century Park East, Los Angeles, California, United States

Diamond Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Michael Simon Managing Director At American Corporate Services, Industry Specialist
Requires/Intent
IoT
Market Research
Technology
Public Relations
AI-Driven Asset Valuation
and more

40. Enter Capital

Industry: Investment Banking

Location: California

Website: entercapital.com

Company Founded: 2014

Company Size: 11-50

Company Address: 75 Broadway, San Francisco, California, United States

Enter Capital Contact Details

Name Title LinkedIn Phone Email
Mitchell Reavis Analyst - Video Gaming
Requires/Intent
Smart AI-Based Compliance & Regulatory Reporting
AI-Driven Personalized Financial Advisory
AI-Based M&A Advisory
Blockchain For Secure Fund Transfers
AI-Driven Customer Relationship Management
and more

41. Scenic Advisement

Industry: Investment Banking

Location: California

Website: scenicadvisement.com

Company Founded: 2013

Company Size: 11-50

Company Address: 915 Battery Street, San Francisco, California, United States

Scenic Advisement Contact Details

Name Title LinkedIn Phone Email
Samuel Toso Director Of Business Development And Head Of Sales Operations
Requires/Intent
AI-Powered Portfolio Management
Cloud Hosting
and more

42. Eagle Pointe Capital, Llc

Industry: Investment Banking

Location: California

Website: eaglepointecapital.com

Company Founded: 2017

Company Size: 1-10

Company Address: 1968 South Coast Highway, Laguna Beach, California, United States

Eagle Pointe Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Preetham Nulu Investment Banking Analyst
Pree Nulu Investment Banking Analyst
Requires/Intent
Branding
AI-Driven Personalized Financial Advisory
Smart Wealth Management
and more

43. Aaron Capital

Industry: Investment Banking

Location: California

Website: aaroncapital.com

Company Founded: 1990

Company Size: 11-50

Company Address: 1875 Century Park, East Los Angeles, California, United States

Aaron Capital Contact Details

Name Title LinkedIn Phone Email
Ciba Mike Rodgers Managing Director
Ciba Mike Rodgers Managing Director
David Wolfe Owner
Debbie Leon Administrator Assistant
Mike Rodgers Managing Director
Requires/Intent
AI-Driven Asset Valuation
AI-Powered Investment Research
HR & Payroll Services
AI
and more

44. Reedland Capital Partners

Industry: Investment Banking

Location: California

Website: reedland.com

Company Founded: 1998

Company Size: 1-10

Company Address: 30 Sunnyside Avenue, Mill Valley, California, United States

Reedland Capital Partners Contact Details

Name Title LinkedIn Phone Email
Heather Olson Senior Vice President
Requires/Intent
AI-Powered Fundraising Strategies
Compliance & Risk Management
SEO
AI
Cloud Solutions
and more

45. Hunter Baron

Industry: Investment Banking

Location: California

Website: hunterbaron.co

Company Size: 1-10

Company Address: 1230 Rosecrans Avenue, Manhattan Beach, California, United States

Hunter Baron Contact Details

Name Title LinkedIn Phone Email
Max Friedman Investment Banking Fall Analyst
Requires/Intent
HR & Payroll Services
ERP Solutions
Cloud Solutions
Public Relations
and more

46. Riviera Equity Partners

Industry: Investment Banking

Location: California

Website: rivieraequity.com

Company Size: 1-10

Riviera Equity Partners Contact Details

Name Title LinkedIn Phone Email
Kevin Zou Investment Banking Intern
Requires/Intent
Data Security
Branding
and more

47. Us Capital Global

Industry: Investment Banking

Location: California

Website: uscapglobal.com

Company Founded: 1998

Company Size: 11-50

Company Address: 555 Montgomery Street, San Francisco, California, United States

Us Capital Global Contact Details

Name Title LinkedIn Phone Email
Isaac Hing Analyst
William Jordan Investment Banking
Requires/Intent
Blockchain For Secure Fund Transfers
Smart Wealth Management
AI-Powered Debt & Equity Structuring
and more

48. Prager & Co., Llc

Industry: Investment Banking

Location: California

Website: prager.com

Company Founded: 1987

Company Size: 11-50

Prager & Co., Llc Contact Details

Name Title LinkedIn Phone Email
Emily Abrantes Director
Bill Heitman Middle Office And Trade Support And Desk Operations
Susan Stjohn Personal Assistant
Requires/Intent
Mobile App Development
Automation
Software Development
CRM Systems
and more

49. Zepponi & Company

Industry: Investment Banking

Location: California

Website: zepponi.com

Company Founded: 2009

Company Size: 1-10

Company Address: 200 Fourth Street, Santa Rosa, California, United States

Zepponi & Company Contact Details

Name Title LinkedIn Phone Email
George Coope Senior Director Of Strategy And Analysis
Requires/Intent
AI-Based Hedge Fund Analytics
ERP Solutions
AI-Based Predictive Analytics For Market Trends
Market Research
and more

50. Cambria Investment Management, Inc.

Industry: Investment Banking

Location: California

Website: cambriafunds.com

Company Size: 11-50

Company Address: 2321 Rosecrans Avenue, Los Angeles, California, United States

Cambria Investment Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Jeff Remsburg Vice President Research
Requires/Intent
AI-Based Fraud Detection & Prevention
ERP Solutions
AI-Based Risk Analysis & Mitigation
Data Security
and more

51. Nuvest Ventures Llc

Industry: Investment Banking

Location: California

Website: nuvestventures.com

Company Founded: 2003

Company Size: 1-10

Company Address: 660 Newport Center Drive, Newport Beach, California, United States

Nuvest Ventures Llc Contact Details

Name Title LinkedIn Phone Email
Jim Steiner Principal
Requires/Intent
IT Support
AI-Powered Debt & Equity Structuring
Advertising
Accounting
Cloud Hosting
and more

52. Arrowroot Advisors

Industry: Investment Banking

Location: California

Website: arrowrootadvisors.com

Company Founded: 2014

Company Size: 1-10

Company Address: 4553 Glencoe Avenue, Marina Del Rey, California, United States

Arrowroot Advisors Contact Details

Name Title LinkedIn Phone Email
Travis Bradford Investment Banking Analyst Intern
Requires/Intent
Blockchain For Secure Fund Transfers
ERP Solutions
and more

53. Venture West

Industry: Investment Banking

Location: California

Website: venturewest.ie

Company Size: 11-50

Venture West Contact Details

Name Title LinkedIn Phone Email
Karen Farrell Leasing, Brokerage, Sales Manager And Property Manager
Requires/Intent
AI-Powered Debt & Equity Structuring
Blockchain For Secure Transactions
and more

54. Newport Capital Group

Industry: Investment Banking

Location: California

Website: newportcap.com

Company Size: 51-200

Newport Capital Group Contact Details

Name Title LinkedIn Phone Email
Michelle Bennett Executive Vice President
Tom Gravina Vice President
Jennifer Pepper Vice President, Investments
Requires/Intent
AI-Based Predictive Analytics For Market Trends
AI
AI-Driven Personalized Financial Advisory
and more

55. Calabasas Capital, Llc

Industry: Investment Banking

Location: California

Website: calabasascapital.com

Company Founded: 2009

Company Size: 1-10

Company Address: 26610 Agoura Road, Calabasas, California, United States

Calabasas Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Luke Novak Investment Banking Analyst
Requires/Intent
AI-Based Hedge Fund Analytics
Blockchain For Secure Fund Transfers
AI-Driven Personalized Financial Advisory
Mobile App Development
AI-Powered Sentiment Analysis For Market Trends
and more

56. Backstrom Mccarley Berry & Co., Llc

Industry: Investment Banking

Location: California

Website: bmcbco.com

Company Size: 11-50

Company Address: 115 Sansome Street, San Francisco, California, United States

Backstrom Mccarley Berry & Co., Llc Contact Details

Name Title LinkedIn Phone Email
Ron Browning-smith Senior Vice President
Requires/Intent
Business Expansion
Public Relations
and more

57. Forbix

Industry: Investment Banking

Location: California

Website: forbix.com

Company Founded: 2012

Company Size: 11-50

Company Address: 15260 Ventura Boulevard, Sherman Oaks, California, United States

Forbix Contact Details

Name Title LinkedIn Phone Email
Garrett Ponder Commercial Loan Processor
Requires/Intent
Blockchain For Secure Transactions
AI-Driven Personalized Financial Advisory
and more

58. Harvey & Company Llc

Industry: Investment Banking

Location: California

Website: harveyllc.com

Company Founded: 1998

Company Size: 51-200

Company Address: 5000 Birch Street, Newport Beach, California, United States

Harvey & Company Llc Contact Details

Name Title LinkedIn Phone Email
Eli Thrasher Intern
Requires/Intent
Blockchain For Secure Fund Transfers
Software Development
E-commerce Integration
and more

59. Seven Hills

Industry: Investment Banking

Location: California

Website: sevenhills.com

Company Founded: 2002

Company Size: 11-50

Company Address: 275 Battery Street, San Francisco, California, United States

Seven Hills Contact Details

Name Title LinkedIn Phone Email
Kyle Kelley Tennis Coach
Barb Frey Educator
Barb Frey Educator
Barb Frey Educator
Scott Bradshaw Hospital Administrator
Rebecca Griffin Registered Nurse
Marie Doucette Instructor
Requires/Intent and 1 more Employees
Branding
SEO
ERP Solutions
Market Research
Cloud Solutions
and more

60. Harvest Management Partners, Llc

Industry: Investment Banking

Location: California

Website: harvestmp.com

Company Founded: 2010

Company Size: 1-10

Company Address: 3001 South Winchester Boulevard, Campbell, California, United States

Harvest Management Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Sharon Squitieri Founding Partner
Requires/Intent
Automation
SEO
AI
and more

61. Plutos Sama, Llc

Industry: Investment Banking

Location: California

Website: plutossama.com

Company Founded: 2012

Company Size: 11-50

Company Address: 1900 Main Street, Irvine, California, United States

Plutos Sama, Llc Contact Details

Name Title LinkedIn Phone Email
Eric Jent Manager
Requires/Intent
AI-Based Risk Analysis & Mitigation
AI-Driven Customer Relationship Management
and more

62. Ip+rx

Industry: Investment Banking

Location: California

Website: iprx.bio

Company Founded: 2015

Company Size: 1-10

Ip+rx Contact Details

Name Title LinkedIn Phone Email
Lisa Saccomanno Founder And Chief Strategy Officer
Requires/Intent
AI-Based Alternative Investment Strategies
Blockchain For Secure Fund Transfers
AI-Based Hedge Fund Analytics
and more

63. Aimloan.com

Industry: Investment Banking

Location: California

Website: aimloan.com

Company Founded: 1998

Company Size: 51-200

Company Address: 4121 Camino Del Rio, South San Diego, California, United States

Aimloan.com Contact Details

Name Title LinkedIn Phone Email
Nikita Longenecker Mortgage Loan Processor
Requires/Intent
AI-Driven Customer Relationship Management
AI-Powered Portfolio Management
AI-Based Fraud Detection & Prevention
Advertising
Predictive Analytics
and more

64. 41 North Partners, Llc

Industry: Investment Banking

Location: California

Website: 41-north.com

Company Founded: 1981

Company Size: 1-10

Company Address: 160 Newport Center Drive, Newport Beach, California, United States

41 North Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Seth Villanueva Investment Banking Summer Analyst
Requires/Intent
Smart Algorithmic Trading
Cloud Solutions
Blockchain For Secure Fund Transfers
AI-Based Fraud Detection & Prevention
and more

65. Viant Group, Llc

Industry: Investment Banking

Location: California

Website: viantgroup.com

Company Founded: 1998

Company Size: 11-50

Company Address: 500 Washington Street, San Francisco, California, United States

Viant Group, Llc Contact Details

Name Title LinkedIn Phone Email
Shandi Wilcock Office Assistant
Requires/Intent
AI-Powered Portfolio Management
Blockchain For Secure Transactions
AI
Cloud Hosting
and more

66. Merriman Capital, Inc.

Industry: Investment Banking

Location: California

Website: merrimanco.com

Company Size: 11-50

Company Address: 250 Montgomery Street, San Francisco, California, United States

Merriman Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
John Chambers Managing Director
Shealer Young Shift Supervisor
Leigh Simons Principal, Equity Capital Markets
John Cooleen Manageing Director
Rahel Anderson Accountant
Tara Lawry Executive
Sara Myres System Administrator
Requires/Intent and 1 more Employees
AI-Powered Investment Research
AI-Based Fraud Detection & Prevention
AI-Powered Debt & Equity Structuring
Customer Relationship Management
and more

67. Cloudbreak Capital

Industry: Investment Banking

Location: California

Website: cloudbreakcap.com

Company Founded: 2006

Company Size: 1-10

Cloudbreak Capital Contact Details

Name Title LinkedIn Phone Email
Matthew Overberg Accounting Manager
Requires/Intent
AI-Based M&A Advisory
AI-Powered Sentiment Analysis For Market Trends
IT Support
and more

68. Culver Pacific Capital Partners

Industry: Investment Banking

Location: California

Company Founded: 2006

Company Size: 11-50

Culver Pacific Capital Partners Contact Details

Name Title LinkedIn Phone Email
Leonard Frasquillo Corporate Finance Executive
Requires/Intent
Accounting
AI-Powered Portfolio Management
Cloud Hosting
Digital Marketing
Legal
and more

69. Delmorgan & Co.

Industry: Investment Banking

Location: California

Website: delmorganco.com

Company Size: 11-50

Company Address: 100 Wilshire Boulevard, Santa Monica, California, United States

Delmorgan & Co. Contact Details

Name Title LinkedIn Phone Email
Rich Johnson Director Of Finance
Requires/Intent
Business Expansion
Legal
Market Research
AI-Driven Customer Relationship Management
and more

70. Wr Hambrecht + Co

Industry: Investment Banking

Location: California

Website: wrhambrecht.com

Company Founded: 1998

Company Size: 11-50

Company Address: 909 Montgomery Street, San Francisco, California, United States

Wr Hambrecht + Co Contact Details

Name Title LinkedIn Phone Email
Jay Jennings Managing Director At W.r Hambrecht Co
Anne Mullen Human Resources Generalist
Chris Schurman Analyst
Brad Whaley Building Codes
Requires/Intent
AI-Driven Customer Relationship Management
AI-Powered Portfolio Management
and more

71. Mosaic Capital

Industry: Investment Banking

Location: California

Website: mosaiccapital.com

Company Founded: 1989

Company Size: 11-50

Mosaic Capital Contact Details

Name Title LinkedIn Phone Email
Dominique Stuart Direct Support Associate At Mosaic Capital
Haresh Sheth Member - Chief Financial Officer
Requires/Intent
AI-Powered Fundraising Strategies
Financial Management
Smart Wealth Management
Branding
and more

72. Capstone Financial Group Inc. (capfg)

Industry: Investment Banking

Location: California

Website: capfg.com

Company Founded: 1989

Company Size: 1-10

Company Address: 6203 San Ignacio Avenue, San Jose, California, United States

Capstone Financial Group Inc. (capfg) Contact Details

Name Title LinkedIn Phone Email
Kimberley Elkins Vice President
Requires/Intent
Financial Management
AI-Powered Debt & Equity Structuring
and more

73. Eaton Square

Industry: Investment Banking

Location: California

Website: eatonsq.com

Company Founded: 2008

Company Size: 51-200

Company Address: 228 Hamilton Avenue, Palo Alto, California, United States

Eaton Square Contact Details

Name Title LinkedIn Phone Email
Damienc Muller Maintenance Supervisor
Requires/Intent
Customer Relationship Management
Cloud Hosting
Web Development
AI-Powered Debt & Equity Structuring
E-commerce Integration
and more

74. Aq Technology Partners

Industry: Investment Banking

Location: California

Website: aqtpartners.com

Company Size: 11-50

Aq Technology Partners Contact Details

Name Title LinkedIn Phone Email
Sherill Moorew Regulatory Affairs Manager
Requires/Intent
Automation
Advertising
Mobile App Development
Cloud Solutions
and more

75. Mcgladrey Capital Markets

Industry: Investment Banking

Location: California

Website: mcgladreycm.com

Company Founded: 1999

Company Size: 11-50

Company Address: 575 Anton Boulevard, Costa Mesa, California, United States

Mcgladrey Capital Markets Contact Details

Name Title LinkedIn Phone Email
Bill Olson Senior Managing Director
Bettye Couch Tax Professional
Robert Bell Sales
William Shiry Managing Director
William Shiry Managing Director
Requires/Intent
Sales
Public Relations
Cloud Hosting
Branding
Digital Marketing
and more

76. Midspan Partners

Industry: Investment Banking

Location: California

Website: midspanpartners.com

Company Size: 11-50

Company Address: 100 Smith Ranch Road, San Rafael, California, United States

Midspan Partners Contact Details

Name Title LinkedIn Phone Email
Frank Becoate Constuvtion Teck
Requires/Intent
AI-Powered Fundraising Strategies
IT Support
AI-Based Fraud Detection & Prevention
Sales
E-commerce Integration
and more

77. Genesis Investment Group

Industry: Investment Banking

Location: California

Website: genesisinvestmentgrp.com

Company Size: 1-10

Company Address: 530 East Dexter Street, Covina, California, United States

Genesis Investment Group Contact Details

Name Title LinkedIn Phone Email
William Bischoff Partner
Requires/Intent
IoT
HR & Payroll Services
AI-Powered Sentiment Analysis For Market Trends
Predictive Analytics
and more

78. Us Euro Securities

Industry: Investment Banking

Location: California

Website: useurosecurities.com

Company Founded: 2003

Company Size: 1-10

Us Euro Securities Contact Details

Name Title LinkedIn Phone Email
Mark Lauthen Security Officer
Requires/Intent
CRM Systems
Customer Relationship Management
AI-Based Risk Analysis & Mitigation
Software Development
Accounting
and more

79. Asia Pacific Capital Company

Industry: Investment Banking

Location: California

Website: apccusa.com

Company Founded: 1994

Company Size: 11-50

Company Address: 515 South Figueroa Street, Los Angeles, California, United States

Asia Pacific Capital Company Contact Details

Name Title LinkedIn Phone Email
Michael Wang Chief Executive Officer At Asia Pacific Capital Company
Requires/Intent
AI-Based M&A Advisory
E-commerce Integration
AI-Driven Personalized Financial Advisory
Smart AI-Based Compliance & Regulatory Reporting
and more

80. Hunter Wise Financial Group, Llc

Industry: Investment Banking

Location: California

Website: hunterwise.com

Company Founded: 1999

Company Size: 11-50

Company Address: 2361 Campus Drive, Irvine, California, United States

Hunter Wise Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Michael Daryanani Broker
Jennifer Altman Executive Assistant
Requires/Intent
AI-Based Predictive Analytics For Market Trends
Business Expansion
and more

81. Venture Management

Industry: Investment Banking

Location: California

Website: venturemanagement.com

Company Founded: 1985

Company Size: 1-10

Company Address: 674 County Square Drive, Ventura, California, United States

Venture Management Contact Details

Name Title LinkedIn Phone Email
Jae Schilling Senior Representative
Dantee Owens Aspirational
Requires/Intent
Cloud Hosting
Data Security
AI-Based Fraud Detection & Prevention
and more

82. Trilogy Financial Services

Industry: Investment Banking

Location: California

Company Size: 1-10

Company Address: 980 Montecito Drive, Corona, California, United States

Trilogy Financial Services Contact Details

Name Title LinkedIn Phone Email
Paul Dio Financial Executive
Requires/Intent
Digital Marketing
AI-Based Predictive Analytics For Market Trends
Legal
Software Development
Financial Management
and more

83. Sagepoint Advisors Llc

Industry: Investment Banking

Location: California

Website: sagepointadvisors.com

Company Founded: 2008

Company Size: 1-10

Company Address: 13998 Receurdo Drive, Del Mar, California, United States

Sagepoint Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Laurie Marx Financial Advisor At Sagepoint Advisors Llc
Requires/Intent
IT Support
AI-Powered Fundraising Strategies
Financial Management
AI-Driven Customer Relationship Management
Customer Relationship Management
and more

84. Marble Bridge Funding Group

Industry: Investment Banking

Location: California

Website: marblebridge.com

Company Founded: 1997

Company Size: 11-50

Company Address: 1440 Maria Lane, Walnut Creek, California, United States

Marble Bridge Funding Group Contact Details

Name Title LinkedIn Phone Email
Cmai Rodney Wolfe Regional Vice President Sales
Requires/Intent
Branding
AI-Powered Debt & Equity Structuring
and more

85. Axis Capital Group

Industry: Investment Banking

Location: California

Website: axiscapitalgroup.com

Company Founded: 2006

Company Size: 11-50

Axis Capital Group Contact Details

Name Title LinkedIn Phone Email
Sharon Host Seo
Joan Painton Account Manager At Axis Capital Group, Inc
Requires/Intent
Cloud Solutions
AI-Based Alternative Investment Strategies
and more

86. Global Capital Markets

Industry: Investment Banking

Location: California

Website: globalcapitalmarkets.com

Company Founded: 1995

Company Size: 11-50

Company Address: 19100 Von Karman Avenue, Irvine, California, United States

Global Capital Markets Contact Details

Name Title LinkedIn Phone Email
Hank Wu Trader
Requires/Intent
AI-Based Predictive Analytics For Market Trends
Compliance & Risk Management
and more

87. Bardi Co. Llc

Industry: Investment Banking

Location: California

Website: bardico.com

Company Founded: 2010

Company Size: 11-50

Company Address: 633 5th Street, Los Angeles, California, United States

Bardi Co. Llc Contact Details

Name Title LinkedIn Phone Email
Felix Miller Lawyer
Felix Miller Lawyer
Requires/Intent
Predictive Analytics
AI-Powered Investment Research
AI-Driven Asset Valuation
Advertising
and more
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California Investment Banking Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Thomas Olivier Houlihan Lokey Managing Director
2 Rob Freiman Houlihan Lokey Director, Financial Technology
3 Andrew Benvenuto Houlihan Lokey Investment Banking Analyst
4 Craig Muir Houlihan Lokey Managing Director
5 Alexander Despo Houlihan Lokey Financial Restructuring Group: Exploration And Production Group Associate
6 Shaf Chowdhury Houlihan Lokey Senior Vice President
7 James Glenn Houlihan Lokey Vice President
8 Joseph Puliafico B. Riley Fbr, Inc. Director- Securities Lending
9 Joe Nardini B. Riley Fbr, Inc. Senior Managing Director And Group Leader, Industrials And Technology
10 Joe Nardini B. Riley Fbr, Inc. Senior Managing Director And Group Leader, Industrials And Technology
11 Ajay Asija B. Riley Fbr, Inc. Group Head, Senior Managing Director, Financial Institutions | Fintech
12 Chanmeet Narang B. Riley Fbr, Inc. Investment Banking Analyst
13 Bobby Malonoski B. Riley Fbr, Inc. Vice President
14 Zack Silver B. Riley Fbr, Inc. Equity Research Analyst
15 Hector Torres Focalpoint Partners Managing Director And Co-leader Of Healthcare Investment Banking
16 Hector Torres Focalpoint Partners Managing Director And Co-leader Of Healthcare Investment Banking
17 Thomas Mills Focalpoint Partners Managing Director
18 Matthew Swing Focalpoint Partners Associate
19 Connor Mitchell Focalpoint Partners Managing Director
20 Lawrence Ong Focalpoint Partners Investment Banking Senior Analyst
21 Lawrence Ong Focalpoint Partners Investment Banking Senior Analyst
22 Michael Vinje Corporate Finance Associates Managing Partner
23 Patrick Powell Corporate Finance Associates Managing Director And Principal
24 Dean Durbin Corporate Finance Associates Managing Director
25 Kregg Kiel Corporate Finance Associates Managing Director
26 Bill Becker Corporate Finance Associates Director
27 Jim Zipursky Corporate Finance Associates Chairman And Chief Executive Officer
28 Andrew Williams Corporate Finance Associates Managing Director
29 Charles Maxwell Financial Technology Partners / Ft Partners Analyst
30 Tim Meyer Financial Technology Partners / Ft Partners Investment Banker
31 Katherine Tarbox Financial Technology Partners / Ft Partners Investment Banking
32 Nathan Coen Financial Technology Partners / Ft Partners Investment Banking Analyst
33 Jonathan Watkin Financial Technology Partners / Ft Partners Investment Banking Analyst
34 Bryan Bellmare Financial Technology Partners / Ft Partners Director
35 Sebastian Plate Financial Technology Partners / Ft Partners Investment Banking Associate
36 Rushi Bhanderi Gca Vice President Investment Banking
37 Susan Moran Gca Vice President Of Marketing And Client Engagement
38 Pat Hagerty Gca Associate
39 Bruce Chanenchuk Gca Associate
40 David Henao Gca It Analyst

Investment Banking companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Banking Companies in Alabama 58
2 Investment Banking Companies in Alaska 5
3 Investment Banking Companies in Arizona 63
4 Investment Banking Companies in Arkansas 290
5 Investment Banking Companies in Colorado 149
6 Investment Banking Companies in Connecticut 90
7 Investment Banking Companies in Florida 65
8 Investment Banking Companies in Georgia 90
9 Investment Banking Companies in Idaho 6
10 Investment Banking Companies in Illinois 417
11 Investment Banking Companies in Indiana 18
12 Investment Banking Companies in Iowa 8
13 Investment Banking Companies in Kansas 29
14 Investment Banking Companies in Kentucky 5
15 Investment Banking Companies in Louisiana 24
16 Investment Banking Companies in Maryland 107
17 Investment Banking Companies in Massachusetts 170
18 Investment Banking Companies in Michigan 24
19 Investment Banking Companies in Minnesota 225
20 Investment Banking Companies in Missouri 59
21 Investment Banking Companies in Nevada 13
22 Investment Banking Companies in New Hampshire 8
23 Investment Banking Companies in New Jersey 46
24 Investment Banking Companies in New Mexico 12
25 Investment Banking Companies in New York 6598
26 Investment Banking Companies in North Carolina 18
27 Investment Banking Companies in Ohio 181
28 Investment Banking Companies in Oklahoma 20
29 Investment Banking Companies in Oregon 41
30 Investment Banking Companies in Pennsylvania 48
31 Investment Banking Companies in Tennessee 132
32 Investment Banking Companies in Texas 43
33 Investment Banking Companies in Utah 40
34 Investment Banking Companies in Virginia 301
35 Investment Banking Companies in Washington 23
36 Investment Banking Companies in Wisconsin 73
37 Investment Banking Companies in District Of Columbia 50

Investment Banking companies in different cities of California

No. Cities Number of Contacts Download
1 Investment Banking Companies in San Francisco 1178
2 Investment Banking Companies in Los Angeles 930