Revere Securities Corp.
Revere Securities is a privately held, boutique investment banking, advisory, and wealth management firm founded in 1983, serving corporations, institutional investors, and high-net-worth individuals from offices in New York, Boca Raton, and Boston.
- Company typePrivate
- Founded1983
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Revere Securities Corp. does
Revere Securities LLC is a privately held, boutique investment banking, advisory, and wealth management firm headquartered at 560 Lexington Avenue, New York, with additional offices in Boca Raton, Florida and Boston, Massachusetts. Established in 1983, the firm operates through three core service lines: Investment Banking (capital raises, M&A advisory, direct listings, and SPAC mergers), Advisory Work (independent strategic advice), and Wealth Management (portfolio management and financial planning for high-net-worth and ultra-high-net-worth individuals). Its stated client base spans corporations, institutional investors, and affluent individuals, with a recent deal roster that includes transactions across small/mid-cap, technology, critical minerals, logistics, and Hong Kong-based issuers.
The firm is a traditional relationship-driven intermediary with no proprietary technology platform; all held orders are routed to clearing firm StoneX Financial. Revenue is generated through professional-service fees on a deal-by-deal basis (success fees, retainers, placement-agent commissions) and recurring advisory fees on managed wealth portfolios. Client acquisition is sales-led and driven by referrals, reputation, and a multi-decade execution track record rather than digital or productized channels. Headcount is reported at 11-50 employees, consistent with a boutique operation.
Revere has pursued growth through inorganic and transactional means: in May 2022 it acquired NorthStar Investment Banking, and in 2025-2026 it logged a notably dense pipeline of mandates including the AIAI Holdings direct listing on NASDAQ (~$1.39 billion), the Enhanced/Rezolve AI merger ($1.2 billion), and the Horizon Quantum SPAC merger ($503 million), alongside smaller private placements and IPOs. The firm has also signaled Asia-Pacific expansion by appointing a CEO - Asia and winning mandates for Hong Kong-based issuers. A material overhang is a U.S. congressional inquiry into the firm's underwriting of Chinese IPOs allegedly tied to pump-and-dump fraud, citing $16 billion in investor losses since 2023.
Revere Securities Corp. firmographics
Firmographics- Name
- Revere Securities Corp.
- Legal name
- Revere Securities LLC
- Website
- https://reveresecurities.com
- Company type
- Private
- Founded year
- 1983
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Revere Securities is a privately held, boutique investment banking, advisory, and wealth management firm founded in 1983, serving corporations, institutional investors, and high-net-worth individuals from offices in New York, Boca Raton, and Boston.
- Ownership category
- akta.pro rank
Revere Securities Corp. industry classification
Industry- Product category
- Investment Banking
- NAICS
- Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (523940)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD)
- akta.pro secondary industry
- Follow-on Offerings (FPOs) (FSACAAAB)
Keywords
Where Revere Securities Corp. is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Revere Securities Corp. business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Revenue model
- Investment Banking & Transaction Advisory: The firm earns fees for strategic advisory and execution services on capital raises, mergers & acquisitions, and other complex transactions. Revenue is generated on a deal-by-deal basis, typically through success fees, retainers, or placement agent commissions tied to transaction completion.
- Wealth Management: Comprehensive portfolio management and financial planning services for high-net-worth and ultra-high-net-worth clients, designed to preserve and grow wealth across market cycles. Revenue is generated through advisory fees and portfolio management charges.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Investment banking and advisory fees are quoted on a per-transaction basis. |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Revere Securities Corp. product offering
Product offeringCore offering
Revere Securities is a privately held investment banking and wealth management firm providing strategic advisory and execution for capital raises, mergers and acquisitions, IPOs, direct listings, and private placements. It also offers independent advisory services and comprehensive portfolio management and financial planning for high-net-worth and ultra-high-net-worth clients. The firm operates from offices in New York, Boca Raton, and Boston, leveraging more than four decades of relationships to deliver transaction and wealth management services.
Product overview
Revere Securities is a financial services firm offering investment banking, advisory, and wealth management services. The company operates as a unified financial solutions provider serving corporations, institutional investors, and high-net-worth individuals. The Investment Banking service handles strategic advisory and execution for capital raises and M&A transactions. The Advisory service provides independent guidance for evaluating opportunities and risk mitigation. The Wealth Management service offers comprehensive portfolio management and financial planning for affluent clients. All three services operate together under the Revere Securities brand, with the firm leveraging deep market insight and extensive industry relationships across its offices in New York, Boca Raton, and Boston.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Banking
Companies that use Revere Securities Corp.
Customer profileSegments3 records
Ideal customer profiles3 records
Revere Securities Corp. technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Revere Securities Corp. partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- StoneX Financial (clearing firm)operationalRevere Securities routes all held orders to its clearing firm StoneX (formerly Int'l FC Stone). In the event of a significant business disruption, clients are directed to contact StoneX Financial at 2600 N. Military Trail, Suite 100, Boca Raton, FL 33431 for assistance with accessing funds or effecting securities transactions.
Scale indicators13 records
Recent moves6 records
Expansion highlights4 records
Revere Securities Corp. competitors and assessment
Company assessmentDirect peers
- Dominari Securities: Direct peer in small-cap capital markets; Dominari co-placement agented alongside Revere on the Aureus Greenway $9M placement. Comparable boutique platform serving small-cap issuers with private placements and IPO underwriting.
- Aegis Capital Corp. Closely comparable small/mid-cap boutique investment bank offering equity capital markets, private placements, and wealth management. Operates in the same small-cap IPO and private placement sweet spot as Revere.
- Roth Capital Partners: Mid-market boutique focused on small-cap ECM, private placements, and investment banking for growth companies. Directly comparable to Revere's IPO bookrunner and placement agent franchise.
- Maxim Group: Full-service small/mid-cap investment bank and wealth manager offering IB, institutional sales and trading, and retail wealth. Highly comparable to Revere's integrated service model and target issuer size.
- Benchmark Company: Boutique investment bank focused on small/mid-cap equity capital markets, M&A advisory, and institutional research. Comparable in deal size profile and target issuer profile.
- EF Hutton: Re-launched boutique investment bank focused on small/mid-cap ECM, M&A advisory, and wealth management. Directly comparable integrated boutique model to Revere.
- ThinkEquity: Boutique investment bank focused on small-cap and growth-stage IPO underwriting, follow-on offerings, and private placements. Comparable in scale, mandate type, and target issuer profile.
- D. Boral Capital: Recently active boutique investment bank underwriting small-cap IPOs and private placements. Operates in the same mandate size range as Revere, including serving as bookrunner on small-cap listings.
- Westpark Capital: Small/mid-cap boutique investment bank offering ECM, M&A advisory, and institutional sales and trading. Comparable in target issuer size and boutique service model.
- Alexander Capital Group: Small-cap boutique investment bank focused on IPO underwriting, private placements, and capital markets advisory. Operates in similar issuer size and mandate profile as Revere.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Revere Securities Corp. social profiles
Digital presenceRevere Securities Corp. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Revere Securities Corp. leadership team
Management profileNumber of profiles
Profiles12 records
Revere Securities Corp. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Revere Securities Corp. M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Revere Securities Corp.
What does Revere Securities Corp. do?
Revere Securities is a privately held investment banking and wealth management firm providing strategic advisory and execution for capital raises, mergers and acquisitions, IPOs, direct listings, and private placements. It also offers independent advisory services and comprehensive portfolio management and financial planning for high-net-worth and ultra-high-net-worth clients. The firm operates from offices in New York, Boca Raton, and Boston, leveraging more than four decades of relationships to deliver transaction and wealth management services.
Is Revere Securities Corp. a public or private company?
Revere Securities Corp. is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Revere Securities Corp. founded?
Revere Securities Corp. was founded in 1983. It employs 11 to 50 people.
Where is Revere Securities Corp. based?
Revere Securities Corp. is headquartered in New York, United States, in the North America region.
How does Revere Securities Corp. make money?
Two revenue lines are on record. Investment Banking & Transaction Advisory is the primary driver. The others are wealth Management.
Who are Revere Securities Corp.'s main competitors?
Direct peers on record are Dominari Securities, Aegis Capital Corp., Roth Capital Partners, Maxim Group, Benchmark Company, EF Hutton, ThinkEquity, D. Boral Capital, Westpark Capital and Alexander Capital Group.
Does Revere Securities Corp. have an API?
No public API is recorded for Revere Securities Corp..
What industry is Revere Securities Corp. in?
Revere Securities Corp.'s product category is Investment Banking. Its primary akta.pro industry code is BPAHAOAD, Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit), with a secondary code of FSACAAAB, Follow-on Offerings (FPOs). Its NAICS code is 523150 and its SIC code is 6211.