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100 Best & Most Active California Investment Banks

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Investment Banks play an important role in the startup ecosystem. We have curated a list of the top California Investment Banks. We have tried to select a variety of different types of investors across a variety of niches.

This list is designed to show off the investors with exceptional track records, industry experience and a unique understanding of the ecosystem.

Top California Investment Banks

Data sourced from Crunchbase and SemRush.


Silicon Valley Bank

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Debt, Early Stage Venture, Late Stage Venture, Private Equity

Silicon Valley Bank works with technology, life science, cleantech, venture capital, private equity, and premium wine businesses.


Wells Fargo

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Debt, Early Stage Venture

Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.


Armentum Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Debt

Armentum Partners is a financial services firm focused on providing debt capital raising solutions to technology and healthcare companies.


Visa

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank, Venture Capital

Investment Stage:

Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.


Bridge Bank

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Debt, Early Stage Venture

Bridge Bank, an investment bank, provides business banking products and services to small- and middle-market businesses in the U.S.


Thomas Weisel Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Early Stage Venture, Late Stage Venture

Thomas Weisel Partners LLC is a full service investment bank focused on the growth sectors of the global economy primarily in the


Brookside Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Early Stage Venture, Late Stage Venture, Private Equity

They design, implement, and manage custom tailored portfolios of liquid assets for high net worth investors.


The Hina Group

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

They have become one of China’s leading cross border investment banking and private equity firms.


ROTH Capital Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Late Stage Venture, Post-Ipo, Private Equity

ROTH Capital Partners is an investment banking firm dedicated to the small-cap public market.


Hambrecht & Quist

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Hambrecht & Quist is an investment bank that focuses on the technology and internet sectors.


Palo Alto Investors

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Early Stage Venture, Late Stage Venture, Private Equity

Palo Alto Investors is an investment advisor providing money management services.


City National Bank

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Debt, Early Stage Venture, Late Stage Venture

City National Bank offers a full complement of banking, trust and investment services.


Bank of America Merrill Lynch

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Debt

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America.


Robertson Stephens Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

A San Francisco-based boutique investment bank that focused primarily on technology companies.


SVB Financial Group

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

SVB Financial Group offers banking, asset management, wealth management, investment services, and funds management services.


Chase H&Q

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Chase H&Q is an investment company that provides investment banking services to entrepreneurs and their companies.


B. Riley Financial

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank, Venture Capital

Investment Stage:

B. Riley Financial is a diversified provider of financial and business advisory services.


Charles Schwab

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Charles Schwab is a financial institution that provides brokerage and banking services.


Salem Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Late Stage Venture

Salem Partners is a leading Los Angeles-based investment bank and wealth management firm. They build relationships using their judgment,


CapitalSource

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Debt, Private Equity

CapitalSource bank offers commercial loans and depository products and services to SMBs and individuals.


Foxhog Ventures Corp.

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Angel Group, Entrepreneurship Program, Incubator, Investment Bank, Private Equity Firm

Investment Stage: Early Stage Venture, Grant, Non Equity Assistance, Venture

USA based Venture Capital Firm came up with Foxhog Small Finance Bank , helping startups to land idea into future with equity based funding.


Code Advisors

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Early Stage Venture, Seed

Code Advisors, an investment banking firm, offers mergers, acquisitions, and capital raising advisory services for its clients.


Montgomery & Co

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Early Stage Venture, Late Stage Venture

Montgomery & Co. provides merger & acquisition and private placement services to growth companies. Montgomery & Co. is focused on media,


First Republic Bank

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Debt

First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.


METRIX Capital Group

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

METRIX Capital Group was founded in 2011


M Partners Inc

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

M Partners Inc. is an independent full service investment bank based in Toronto.


Momentum Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Enterprise Class Advice. Aligned With Entrepreneurs.


Business Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Debt

Business Capital, founded in 2002, is a national commercial finance and restructuring company.


Luna Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Corporate Venture Capital, Family Investment Office, Fund Of Funds, Hedge Fund, Investment Bank, Private Equity Firm, Venture Capital

Investment Stage:

Luna Capital is a Cryptocurrency Investment Fund.


Heritage Bank of Commerce

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Heritage Bank of Commerce is a company that specializes in deposits and lending solutions.


ExCapsa Group

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank, Venture Capital

Investment Stage: Crowdfunding, Debt, Early Stage Venture, Late Stage Venture, Post-Ipo, Private Equity, Seed, Venture

Excapsa Group offers direct investing, investment banking, capital advisory, and insurance via a hybrid merchant / investment banking model.


Value Vision

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Value Vision is a boutique investment bank focused on PE and Special Situation Fund placement, M&A Advisory, Debt Syndication.


Financial Technology Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Financial Technology Partners is an investment banking firm focusing on financial technology.


Bank of The West

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Bank of The West provides a wide range of personal, commercial, wealth management, and international banking services.


Saehan

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Angel Group, Investment Bank

Investment Stage: Early Stage Venture

Saehan Bancorp is a bank holding company with headquarters in Los Angeles, California. Its wholly owned subsidiary, Saehan Bank, offers a


Pacific Growth Equities

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Pacific Growth Equities is a research driven investment bank that specializes in technology based emerging growth companies.


American Discovery Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

American Discovery Capital is an independent merchant banking firm.


B. Riley Financial

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank, Venture Capital

Investment Stage:

B.Riley Financial specializes in extending its services in the areas of advisory, wealth management, retail, wholesale and venture capital.


Pagemill Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Pagemill Partners provides middle-market companies with financial advisory services in mergers, acquisitions, and more.


Chartered Group

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Chartered Group is a investment banking firm.


TIF Ventures Pte

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Late Stage Venture

TIF Ventures Pte Ltd is operating in the Brokerage and Investment Banking industries.


Barclays Global Investors

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Barclays Global Investors is an investment management subsidiary of U.K. based Barclays Bank.


BUTTON CAPITAL

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank, Venture Capital

Investment Stage: Convertible Note, Early Stage Venture, Seed

Committed to life sciences and medical technology through searching and investing in right people and right team


Arbor Advisors

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Arbor Advisors is a Silicon Valley based investment bank focused exclusively on growing technology & technology enabled companies.


Evolution Media Capital (EMC)

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Evolution Media Capital (EMC) provides full-service traditional investment banking and strategic advisory services.


Siemer & Associates

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Siemer & Associates is a boutique merchant bank that serves digital media, software and internet companies.


Rutberg & Company

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Rutberg & Company is a research-centric investment bank focused exclusively on providing M&A advisory services to both public and private


WaveEdge Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

WaveEdge Capital is an independent M&A advisory firm that specializes in the life sciences and healthcare industries.


Shinnecock Partners LP

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Shinnecock Partners is a family office investment boutique, founded in 1988.


Piedmont Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Piedmont Capital was founded in 2005


Galaxy Ventures

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Galaxy Ventures is a boutique private investment and investment banking firm that invests in sectors ranging from clean tech to real estate.


RA Capital Advisors LLC

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

RA Capital provides financial advisory services through RA Capital Advisors. RA Capital Advisors is a leading private investment bank.


Libertas Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Libertas Capital is an international financial services firm offering its clients a full range of dedicated independent Investment Banking


Boston Meridian Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Boston Meridian is an investment bank focused on providing M&A advisory and capital raising services to private and public growth companies.


Profectus Financial

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Profectus Financial is an investment adviser and financial management company.


M&A Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

M&A Capital, LLC is a boutique investment banking firm advising businesses.


Security Research Associates

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Post-Ipo

Security Research Associates is a boutique investment banking and capital markets firm.


First Security Van Kasper

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

First Security Van Kasper is a leading Private Brokerage and Investment Banking firm based in San Francisco.


Silver Portal Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Silver Portal Capital is an investment and merchant banking boutique that focuses exclusively on the real estate sector.


Montcalm Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Montcalm Capital is an advisory and investment firm.


Orion Capital Group, Inc.

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

M&A Advisory and Investment Banking


Lakshmi Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Lakshmi Capital is an asset management firm, manages client accounts according to an Absolute Return Strategy.


Batchelder & Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Batchelder & Partners, Inc. is a financial advisory firm


LightPath Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Investment Banking firm focused on growth and early stage companies.


LWK Ventures

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

LWK Ventures provides advisory and investment services.


Maroon Bells Capital Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

A international merchant bank specializing in telecommunications, e-commerce and the Internet.


Myers Capital Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Myers Capital Partners


Integrale Advisors

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Managing Director for Integrale Advisors


Jane Capital Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Founded in 2001, the Jane Capital team has worked together for over 15 years through predecessor firms.


Boucher-Lensch Associates

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Boucher-Lensch Associates is a private investment bank focused on the electronics technology as well as the life sciences instrumentation.


Comerica – Technology & Life Sciences

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Comerica – Technology & Life Sciences is a company that offers wealth management services.


Petkevich & Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Petkevich & Partners is a new merchant bank offering capital and services to exceptional start-up companies.


Galen Investment Advisors

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Galen Investment Advisors


US Capital Global

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

US Capital team has been committed to providing small and lower middle market businesses.


Gain Hash

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Corporate Venture Capital, Family Investment Office, Fund Of Funds, Government Office, Hedge Fund, Investment Bank, Pension Funds, Venture Capital

Investment Stage: Convertible Note, Debt, Early Stage Venture, Initial Coin Offering, Late Stage Venture, Private Equity, Seed, Venture

Bitcoin Mining Manufacturing


Houlihan Lokey

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.


Hall Capital Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

SEC-registered investment advisor


GCA

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Global investment bank providing strategic M&A, capital markets and private funds advisory services to growth companies and market leaders.


Woodside Capital Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Woodside Capital Partners is a global, independent investment bank.


Boustead Securities

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage: Crowdfunding, Debt, Late Stage Venture, Non Equity Assistance, Post-Ipo, Private Equity, Secondary Market

Boustead Securities, LLC is an investment banking firm that advises clients on IPOs, mergers and acquisitions, capital raises.


Vista Point Advisors

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Vista Point Advisors is a boutique investment bank that focuses on advising founder-led software and internet companies.


Scenic Advisement

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Scenic Advisement is the investment bank focused on secondary and primary capital raises for leading private companies.


Bandwidth Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Bandwidth Capital is a boutique investment bank that specializes in strategic corporate capital for early-stage companies.


Probitas Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Probitas Partners is a leading independent knowledge, innovation and solutions provider to private markets clients.


Edgar, Dunn & Company

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Edgar, Dunn & Company is an independent global financial services and payments consultancy.


Stone & Youngberg

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Stone & Youngberg LLC, an investment banking company, provides underwriting and investment advisory services.


WestPark Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

WestPark Capital is a full service investment banking and securities brokerage firm which serves the needs of private and public Companies.


Vaquero Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Leading investment banking advisory firm for private growth companies


Enter Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Family Investment Office, Investment Bank, Private Equity Firm, Venture Capital

Investment Stage: Private Equity

Enter Capital helps to deploy over $2 billion from US multi-strategy private equity funds and executes M&A deals


Objective Capital Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Leading Investment Bank providing M&A Advisory, Valuation Advisory, and Corporate Development Services.


McCafferty & Company

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Investment bank focused on media.


Union Square Advisors

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Union Square Advisors is a strategic advisory firm focusing exclusively on the technology sector.


Guzzo & Co

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Guzzo & Co is a family-owned investment firm that invests in meaningful ventures to improve society and help communities.


North Point Advisors

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

North Point Advisors is a boutique investment bank that offers financial advisory services to public and private companies and financial


Demeter Advisory Group

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Adult Beverage industry’s leading investment bank for M&A and private placement advisory services.


FocalPoint Partners

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

FocalPoint is an independent investment bank, specializing in mergers and acquisitions.


River City Bank

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

River City Bank is a company that specializes in premier banking solutions.


Ambient Capital

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

AMBIENT is an advisory and investment firm that brings solutions to help companies and shareholders reach their business and financial


Stanford Federal Credit Union

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Stanford Federal Credit Union is a company that offers retail banking services.


Architect Partners LLC

Crunchbase | Website | Facebook | Linkedin | Twitter

Investor Type: Investment Bank

Investment Stage:

Architect Partners LLC deliver strategic advice and M&A execution to companies in the converging Internet, mobile and digital media sectors.

Written by Mark Kendall

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