Industry AI Adoption Leaderboard
AI Adoption Leaderboard — investment banking
Top 45 AI-adopting investment banking companies. Average score: 64.
45
Companies Scored
64
Avg Adoption Score
Moderate
Top Stage
| # | Company | Stage | Key Opportunity | Location |
|---|---|---|---|---|
| 1 | Centerview | Moderate | Automated Due Diligence Document Review and Analysis | New York, New York |
| 2 | Needham | Moderate | Automated Research Report Generation and Summarization | New York, New York |
| 3 | US Capital | Moderate | Automated Due Diligence Document Review | San Francisco, California |
| 4 | Brown Gibbons Lang & Company | Moderate | Automated Prospect Identification and Outreach | Cleveland, Ohio |
| 5 | England | Basic | Automated Due Diligence Document Review | Houston, Texas |
| 6 | Arctic Securities | Basic | Automated Due Diligence Document Review and Analysis | Houston, Texas |
| 7 | KPMG Corporate Finance | Basic | Automated Due Diligence Data Extraction and Analysis | Chicago, Illinois |
| 8 | SunTrust Robinson Humphrey | Basic | Automated Trade Reconciliation and Settlement Support | Atlanta, Georgia |
| 9 | Oaklins | Basic | Automated Due Diligence Document Review and Analysis | New York, New York |
| 10 | Intrepid Investment Bankers | Basic | Automated Due Diligence Document Review | Los Angeles, California |
| 11 | Berkshire Global Advisors | Basic | Automated Due Diligence Document Review | New York, New York |
| 12 | Founders Advisors | Basic | Automated Deal Sourcing and Prospecting Assistance | Birmingham, Alabama |
| 13 | Eaton Square | Basic | Automated Due Diligence Data Extraction and Analysis | Palo Alto, California |
| 14 | Clearsight Advisors | Basic | Automated Deal Sourcing and Prospect Identification | McLean, Virginia |
| 15 | Madison Street Capital | Basic | Automated Due Diligence Document Review and Summarization | Austin, Texas |
| 16 | Drake Star | Basic | Automated Market Research and Data Synthesis for Deal Sourcing | New York, New York |
| 17 | Corporate Finance Associates | Basic | Automated Prospect Identification and Outreach | Laguna Hills, California |
| 18 | Sunbelt Business Advisors of Minnesota | Basic | Automated Buyer Identification and Outreach for Business Listings | Minneapolis, Minnesota |
| 19 | Hovde Group | Basic | Automated Due Diligence Document Review | Inverness, Illinois |
| 20 | Jahani and Associates | Basic | Automated Due Diligence Data Extraction | New York, New York |
| 21 | Leerink | Basic | Automated Due Diligence Document Review | Boston, Massachusetts |
| 22 | Neibauer Dental Care | Basic | Automated Patient Recall and Appointment Scheduling | Chantilly, Virginia |
| 23 | Calder Capital | Basic | Automated Prospect Identification and Outreach | Grand Rapids, Michigan |
| 24 | Young America Capital | Basic | Automated Prospect Identification and Outreach | Mamaroneck, New York |
| 25 | Chardan | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 26 | G2 Capital Advisors | Basic | Automated Prospecting and Lead Qualification Agent | Boston, Massachusetts |
| 27 | Dinan & Company | Basic | Automated Deal Sourcing and Prospect Qualification | Phoenix, Arizona |
| 28 | Oberon Securities | Basic | Automated Due Diligence Document Review and Analysis | New York, New York |
| 29 | Cascadia | Basic | Automated Due Diligence Data Extraction and Analysis | Seattle, Washington |
| 30 | Sherman | Basic | Automated Due Diligence Data Extraction and Analysis | Charlotte, North Carolina |
| 31 | Heritage Capital Group | Basic | Automated Prospect Identification and Outreach | Jacksonville, Florida |
| 32 | MarshBerry | Basic | Automated Due Diligence Data Extraction and Analysis | Woodmere, Ohio |
| 33 | PMCF Investment Banking | Basic | Automated Prospect Research and Lead Qualification | Chicago, Illinois |
| 34 | Perella Weinberg | Basic | Automated Due Diligence Data Extraction and Analysis | New York, New York |
| 35 | Capital Alliance | Basic | Automated Deal Sourcing and Prospect Identification | Dallas, Texas |
| 36 | The Hina Group | Basic | Automated Due Diligence Document Review | San Francisco, California |
| 37 | Blue River Financial Group | Basic | Automated Market Research and Data Synthesis | Bloomfield Hills, Michigan |
| 38 | ComCap | Basic | Automated Due Diligence Document Review | San Francisco, California |
| 39 | The McLean Group | Basic | Automated Deal Sourcing and Initial Screening | McLean, Virginia |
| 40 | Griffin Financial Group | Basic | Automated Due Diligence Data Extraction and Analysis | Reading, Pennsylvania |
| 41 | Astris Finance | Basic | Automated Due Diligence Document Review | Washington, District of Columbia |
| 42 | Baird Augustine | Basic | Automated Prospect Research and Outreach Prioritization | Los Gatos, California |
| 43 | Bentley Associates | Minimal | Automated Due Diligence Data Extraction and Analysis | New York, New York |
| 44 | CriticalPoint | Minimal | Automated Due Diligence Document Review and Analysis | El Segundo, California |
| 45 | Bourne | Minimal | Automated Deal Sourcing and Prospect Identification | Charlotte, North Carolina |
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