Company lists · Data refreshed October 2026

Top 25 Banking and financial services consultants based in the United States

Name: Banking and financial services consultants based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 8, 2026 3,065 companies tracked

RevenueBase identified 3,065 company matches for banking and financial services consultants associated with the United States as of October 2026 and tracks 351,041 professional contacts across them, including 125,899 with verified work emails. New York is the largest hub.

This list covers company matches for banking and financial services consultants associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 8, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 8, 2026 How this list was built

3,065Companies

351,041Contacts tracked

125,899Verified emails

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The 25 largest banking and financial services consultants based in the United States

Ranked by team size

Top 25 of 3,065 company matches for banking and financial services consultants based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 8, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Jpmorganchase	Exact match	New York, NY, United StatesHQ recorded Oct 8, 2026	10001+	215,533 contacts →
	Exact match “With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
2	Barclays Investment Bank	Exact match	New York, NY, United StatesHQ recorded Oct 8, 2026	10001+	20,783 contacts →
	Exact match “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
3	Bank Of America Merrill Lynch	Exact match	Charlotte, NC, United StatesHQ recorded Oct 8, 2026	10001+	15,554 contacts →
	Exact match “From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
4	Comerica Bank	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	5,001-10,000	10,620 contacts →
	Exact match “Comerica Bank and Fifth Third Bank are now one company.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
5	Suntrust	Exact match	Charlotte, NC, United StatesHQ recorded Oct 8, 2026	10001+	10,440 contacts →
	Exact match “We’d love to stay connected with you!” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
6	Protiviti	Exact match	Menlo Park, CA, United StatesHQ recorded Oct 8, 2026	5,001-10,000	8,779 contacts →
	Exact match “Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
7	KROLL	Exact match	New York, NY, United StatesHQ recorded Oct 8, 2026	5,001-10,000	6,287 contacts →
	Exact match “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
8	Zions Bancorporation	Exact match	Salt Lake City, UT, United StatesHQ recorded Oct 8, 2026	10001+	3,714 contacts →
	Exact match “Zions Bancorporation, N.A.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
9	Genpact Headstrong Capital Markets	Exact match	Reston, VA, United StatesHQ recorded Oct 8, 2026	10001+	3,109 contacts →
	Exact match “Genpact Headstrong Capital Markets is a global consulting and IT services company with a specialized focus in capital markets.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
10	Pinnacle Financial Partners	Exact match	Nashville, TN, United StatesHQ recorded Oct 8, 2026	1,001-5,000	2,787 contacts →
	Exact match “Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
11	Texas Capital	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	1,001-5,000	2,118 contacts →
	Exact match “Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
12	Oriental	Exact match	San Juan, PR, United StatesHQ recorded Oct 8, 2026	1,001-5,000	1,118 contacts →
	Exact match “Since 1964, Oriental has thrived as one of Puerto Rico’s leading banks focused on serving the needs of consumers, businesses, and institutions.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
13	Berkshire Bank	Exact match	Boston, MA, United StatesHQ recorded Oct 8, 2026	1,001-5,000	1,031 contacts →
	Exact match “Berkshire Bank is a division of Beacon Bank & Trust, commonly known as Beacon Bank, a subsidiary of Beacon Financial Corporation (NYSE: BBT).” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
14	Navigant	Exact match	Chicago, IL, United StatesHQ recorded Oct 8, 2026	5,001-10,000	1,029 contacts →
	Exact match “Guidehouse is a leading global provider of consulting services to the public and commercial markets with broad capabilities in management, technology, and risk consulting.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
15	Keybanc Capital Markets	Exact match	Cleveland, OH, United StatesHQ recorded Oct 8, 2026	501-1,000	1,023 contacts →
	Exact match “We know that successful, long-term business relationships depend upon delivering results for our clients.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
16	Opus Technologies	Exact match	Alpharetta, GA, United StatesHQ recorded Oct 8, 2026	501-1,000	1,011 contacts →
	Exact match “Opus is a trusted engineering partner to payment providers, banks, and fintechs navigating change in a real-time, digital-first world.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
17	Bank Of Texas	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	1,001-5,000	934 contacts →
	Exact match “Powered by BOK Financial®.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
18	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Oct 8, 2026	501-1,000	883 contacts →
	Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
19	Bank Of America Business	Exact match	Charlotte, NC, United StatesHQ recorded Oct 8, 2026	10001+	733 contacts →
	Exact match “From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world."Bank of America” and "BofA Securities"…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
20	Medi Clinic	Exact match	Richardson, TX, United StatesHQ recorded Oct 8, 2026	n/a	632 contacts →
	Exact match “Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
21	Abrigo	Exact match	Raleigh, NC, United StatesHQ recorded Oct 8, 2026	501-1,000	628 contacts →
	Exact match “Abrigo provides market-leading compliance, credit risk, and lending solutions to enable its customers to think bigger, allowing them to both manage risk and drive growth.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
22	Solomonedwards	Exact match	Wayne, PA, United StatesHQ recorded Oct 8, 2026	1,001-5,000	557 contacts →
	Exact match “For more than 25 years, SolomonEdwards has empowered organizations to tackle common and complex business challenges through strategic advisory, technical advocacy, and hands-on…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
23	DLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 8, 2026	201-500	546 contacts →
	Exact match “DLC is an award-winning industry leader in Finance, Accounting, Program Management & Process Improvement Consulting.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
24	Signature Bank	Exact match	New York, United StatesHQ recorded Oct 8, 2026	5,001-10,000	503 contacts →
	Exact match “On March 20, 2023, Flagstar Bank, N.A (“Flagstar”), the wholly owned subsidiary of New York Community Bancorp Inc.(“NYCB”), Hicksville, New York, acquired $12.9 billion of…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
25	IBM Promontory	Exact match	Washington, DC, United StatesHQ recorded Oct 8, 2026	501-1,000	403 contacts →
	Exact match “IBM Promontory is a global leader in strategy, risk management, and compliance consulting.#IBMConsulting” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “banking and financial services consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 3,065 banking and financial services consultants based in the United States

See the full list, filter by size, metro and specialty, and access 125,899 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Banking and financial services consultants based in the United States at a glance

As of Oct 8, 2026

35.9%Verified-email coverage

114.5Average contacts per company

1-10Median size (employees)

9.5%Largest-city concentration · New York

Oct 8, 2026Page data refreshed

Companies by employee count

1-10

2,074

11-50

707

51-200

186

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,065 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with the United States whose business descriptions match “banking and financial services consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 125,899 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on October 8, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Banking and financial services consultants by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “banking and financial services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many banking and financial services consultants are there based in the United States?

RevenueBase identified 3,065 company matches for banking and financial services consultants associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Jpmorganchase tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most banking and financial services consultants?

New York leads with 291 company records, followed by Miami (81) and Chicago (68).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 125,899 professional contacts with verified work emails tracked across these 3,065 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 8, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.