Company lists · Data refreshed October 2026

Top 21 Banking and financial services consultants based in Dallas, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 8, 2026 63 companies tracked

RevenueBase identified 63 company matches for banking and financial services consultants associated with Dallas, United States as of October 2026 and tracks 14,114 professional contacts across them, including 3,912 with verified work emails. Across the United States, New York is the largest hub for this category (291 companies); Dallas has 63.

This list covers company matches for banking and financial services consultants associated with Dallas, 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

63Companies

14,114Contacts tracked

3,912Verified emails

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The 21 largest banking and financial services consultants based in Dallas, United States

Ranked by team size

Top 21 of 63 company matches for banking and financial services consultants based in Dallas, 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	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
2	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
3	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
4	ALM First	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	51-200	162 contacts →
	Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
5	Vizipp	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	11-50	26 contacts →
	Exact match “Founded in 2017, Vizipp Inc.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
6	Primed Business Consulting LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	11-50	19 contacts →
	Exact match “Primed Business Consulting was founded to bring together our extensive operating and consulting experience without the overhead of a big firm.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
7	3w INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	11-50	15 contacts →
	Exact match “3W inc is a leading financial services consulting firm specializing in field examinations and other due diligence special procedures for national, regional and local asset-based…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
8	Garris Horn LLP	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	1-10	11 contacts →
	Exact match “Garris Horn was formed by Richard Horn, the former CFPB senior counsel and special advisor who led the CFPB's TRID rule and the design of the TRID forms, and Troy Garris, industry…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
9	Endurance Advisory Partners	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	11-50	9 contacts →
	Exact match “At Endurance Advisory Partners, we specialize in guiding financial institutions through the complexities of capital markets, regulatory challenges, compliance, and digital…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
10	Everett Advisory Partners, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	11-50	8 contacts →
	Exact match “Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
11	Compliability Solutions LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	1-10	8 contacts →
	Exact match “Welcome to Compliability Solutions – your trusted partner for effective compliance solutions and more in the financial services industry.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
12	Hifin Technology	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	1-10	5 contacts →
	Exact match “We provide best in class engineering and consulting services that can enhance your institutions entire digital banking and financial technology lifecycles.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
13	Implex Advisors, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	1-10	3 contacts →
	Exact match “At Implex Advisors, we bring decades of C-level operations and restructuring expertise to the table.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
14	MG Capital Advisory Group, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	1-10	3 contacts →
	Exact match “Founded in 1995, MG Capital is a privately held financial services firm specializing in closing complex, high value transactions.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
15	Cenex Consulting	Exact match	Dallas, United StatesHQ recorded Oct 8, 2026	1-10	2 contacts →
	Exact match “Cenex Consulting is an innovative consulting agency.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
16	Blue Chip Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	1-10	2 contacts →
	Exact match “Blue Chip specializes in financial and technical consulting for the Government organizations and other Large organizations.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
17	Peak Franchise Capital	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	1-10	2 contacts →
	Exact match “Peak Franchise Capital is a boutique advisory firm focused on providing a variety of financial consulting services primarily to the restaurant and retail industries.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
18	Teakwood Advisors	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	51-200	1 contacts →
	Exact match “Teakwood Advisors, a leading firm, provides clients with data-driven leadership and visibility into their organizations through financial advisory, business performance…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
19	Axiomconsultinggroup	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	11-50	1 contacts →
	Exact match “Axiom Consulting provides our clients with a wide variety of services to accommodate any business endeavor.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
20	COX Consulting Business Solutions	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	1-10	1 contacts →
	Exact match “As professional management consultants, we help corporate clients plan and implement practical, cost-effective solutions to treasury and payment processing problems.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase
21	Mocata LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 8, 2026	1-10	1 contacts →
	Exact match “Mocata LLC provides financial advisory and consulting services to public and private companies.” 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 21 of 63 banking and financial services consultants based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 3,912 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 8, 2026

27.7%Verified-email coverage

224.0Average contacts per company

1-10Median size (employees)

Oct 8, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 63 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 Dallas, 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 3,912 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 in the United States

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 Dallas, United States?

RevenueBase identified 63 company matches for banking and financial services consultants associated with Dallas, 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?

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

Which city in the United States has the most banking and financial services consultants?

New York leads the United States with 291 company records, followed by Miami (81) and Chicago (68). Dallas has 63.

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 3,912 professional contacts with verified work emails tracked across these 63 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.