Company lists · Data refreshed October 2026
Top 18 Banking and financial services consultants based in San Francisco, United States
RevenueBase identified 43 company matches for banking and financial services consultants associated with San Francisco, United States as of October 2026 and tracks 1,072 professional contacts across them, including 84 with verified work emails. Across the United States, New York is the largest hub for this category (291 companies); San Francisco has 43.
This list covers company matches for banking and financial services consultants associated with San Francisco, 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.
The 18 largest banking and financial services consultants based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 274 contacts → | ||||
Exact match “M Squared Consulting has now fully integrated into our parent company, SolomonEdwards, uniting us as one national professional services firm and brand.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 2 | 43 contacts → | ||||
Exact match “StrategyBRIX is a boutique Risk and Compliance management consulting business for fintechs, crypto businesses, and digital banks.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 3 | 20 contacts → | ||||
Exact match “Diagonal Matrix is an AI technology company focused on helping businesses turn AI into practical, measurable outcomes.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “Wespay Advisors leverages extensive payments expertise to develop tailored consulting and risk management solutions that help our clients elevate their payments programs.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 5 | 6 contacts → | ||||
Exact match “Sierra Pacific Partners is a boutique investment bank offering mergers and acquisitions and other advisory services.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 6 | 5 contacts → | ||||
Exact match “CRC provides high-quality, independent business advisory and consulting services including CFO Support and Accounting Services, Risk Advisory Services (Internal Audit, Corporate…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 7 | 4 contacts → | ||||
Exact match “We serve as your on-demand financial partner, offering financial and operations expertise across a broad spectrum of disciplines, ranging from advisory services to financial…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 8 | 3 contacts → | ||||
Exact match “At MilesBradley, Inc.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 9 | 3 contacts → | ||||
Exact match “Capital Clarity merged with Carlsquare in April 2023.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 10 | 2 contacts → | ||||
Exact match “NOMINUS Capital LLC is a boutique merchant banking advisory firm that partners with leading entrepreneurs leveraging emerging technologies and innovative business models.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “The Basis Point® is a sales & strategy consultancy to banks, lenders, and fintechs – and boutique analyst firm covering these sectors.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Stratis Advisory was founded in 2013 by seasoned risk executives, consultants, and serial entrepreneurs who believe in the transformative power of innovation and technology.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “We're a team of experts with over ten years of experience setting up financial operations and growth strategies for SMEs and startups.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “IF YOU MANAGE MONEY, YOU'RE IN THE RIGHT PLACE.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “One Blue Oak specializes in expert digital strategy consulting in financial services.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Strategic insights, deep industry experience, rigorous analytics, and pragmatic solutions that can deepen our client's relationships.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Bowsprit Advisory provides risk management consulting for early-stage, startup, and innovative fintechs and financial institutions.” 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 18 of 43 banking and financial services consultants based in San Francisco, United States
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Banking and financial services consultants based in San Francisco, United States at a glance
As of Oct 8, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 43 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 San Francisco, 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 84 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
- Banking and financial services consultants in New York291
- Banking and financial services consultants in Miami81
- Banking and financial services consultants in Chicago68
- Banking and financial services consultants in Dallas63
- Banking and financial services consultants in Houston60
- Banking and financial services consultants in Atlanta59
- Banking and financial services consultants in Washington54
- Banking and financial services consultants in Los Angeles48
- Banking and financial services consultants in Boston42
- Banking and financial services consultants in Charlotte41
- Banking and financial services consultants in Tampa26
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 San Francisco, United States?
RevenueBase identified 43 company matches for banking and financial services consultants associated with San Francisco, 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?
M Squared Consulting 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). San Francisco has 43.
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 84 professional contacts with verified work emails tracked across these 43 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.
Ready to reach these companies? Verified emails and direct dials for all 43 banking and financial services consultants based in San Francisco, United States. Start with a free account, no credit card.
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- Banking and financial services consultants based in Porto Alegre, Brazil
- Banking and financial services consultants based in Rio De Janeiro, Brazil
- Banking and financial services consultants based in Sao Paulo, Brazil
- Banking and financial services consultants based in Calgary, Canada
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.
More company lists
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- New lists
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Company intelligence · public preview
Top 18 banking and financial services consultants based in San Francisco, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 43 matching company records for banking and financial services consultants based in San Francisco, United States, with 1,072 tracked contacts and 84 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 8, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 banking and financial services consultants based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  M Squared Consultingsolomonedwards.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 274 contacts → |
“M Squared Consulting has now fully integrated into our parent company, SolomonEdwards, uniting us as one national professional services firm and brand.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Strategybrixstrategybrix.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 43 contacts → |
“StrategyBRIX is a boutique Risk and Compliance management consulting business for fintechs, crypto businesses, and digital banks.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Diagonal Matrixdiagonalmatrix.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 20 contacts → |
“Diagonal Matrix is an AI technology company focused on helping businesses turn AI into practical, measurable outcomes.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Wespay Advisorswespayadvisors.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 12 contacts → |
“Wespay Advisors leverages extensive payments expertise to develop tailored consulting and risk management solutions that help our clients elevate their payments programs.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Sierra Pacific Partnerssierrapacificpartners.comHQ: San Francisco, NV, United StatesReported employees: 1-10 | San Francisco, NV, United States | 1-10 | Exact match | 6 contacts → |
“Sierra Pacific Partners is a boutique investment bank offering mergers and acquisitions and other advisory services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  CRC Resultscrcresults.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 5 contacts → |
“CRC provides high-quality, independent business advisory and consulting services including CFO Support and Accounting Services, Risk Advisory Services (Internal Audit, Corporate…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Kb&a Accountingkbaaccounting.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“We serve as your on-demand financial partner, offering financial and operations expertise across a broad spectrum of disciplines, ranging from advisory services to financial…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Milesbradleymilesbradley.coHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“At MilesBradley, Inc.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Capital Claritycapital-clarity.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 3 contacts → |
“Capital Clarity merged with Carlsquare in April 2023.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Nominus Capital, LLCnomin.usHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“NOMINUS Capital LLC is a boutique merchant banking advisory firm that partners with leading entrepreneurs leveraging emerging technologies and innovative business models.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  The Basis Pointthebasispoint.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“The Basis Point® is a sales & strategy consultancy to banks, lenders, and fintechs – and boutique analyst firm covering these sectors.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Excellent Management Systems, INCxmsystems.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | Stratis Advisorystratisadvisory.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Stratis Advisory was founded in 2013 by seasoned risk executives, consultants, and serial entrepreneurs who believe in the transformative power of innovation and technology.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  SVD INCsvdinc.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 2 contacts → |
“We're a team of experts with over ten years of experience setting up financial operations and growth strategies for SMEs and startups.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Regroup, LLCregroupllc.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“IF YOU MANAGE MONEY, YOU'RE IN THE RIGHT PLACE.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  ONE Blue OAKoneblueoak.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“One Blue Oak specializes in expert digital strategy consulting in financial services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Covalence Solutions LLCcovalencesolutions.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Strategic insights, deep industry experience, rigorous analytics, and pragmatic solutions that can deepen our client's relationships.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Bowsprit Advisorybowsprit.xyz HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Bowsprit Advisory provides risk management consulting for early-stage, startup, and innovative fintechs and financial institutions.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 43 company matches
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Banking and financial services consultants: dataset insights
October 8, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
43 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 43 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 8, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Banking and financial services consultants by metro in the United States
- Banking and financial services consultants in New York291
- Banking and financial services consultants in Miami81
- Banking and financial services consultants in Chicago68
- Banking and financial services consultants in Dallas63
- Banking and financial services consultants in Houston60
- Banking and financial services consultants in Atlanta59
- Banking and financial services consultants in Washington54
- Banking and financial services consultants in Los Angeles48
- Banking and financial services consultants in Boston42
- Banking and financial services consultants in Charlotte41
- Banking and financial services consultants in Tampa26
Questions about this company list
What does Exact match mean for banking and financial services consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many banking and financial services consultants did RevenueBase find based in San Francisco, United States?
The saved snapshot records 43 matching company records, 1,072 tracked contacts and 84 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 8, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Banking and financial services consultants by geography
- Banking and financial services consultants based in Buenos Aires, Argentina
- Banking and financial services consultants based in Brisbane, Australia
- Banking and financial services consultants based in Melbourne, Australia
- Banking and financial services consultants based in Sydney, Australia
- Banking and financial services consultants based in Brussels, Belgium
- Banking and financial services consultants based in Belo Horizonte, Brazil
- Banking and financial services consultants based in Campinas, Brazil
- Banking and financial services consultants based in Curitiba, Brazil
- Banking and financial services consultants based in Porto Alegre, Brazil
- Banking and financial services consultants based in Rio De Janeiro, Brazil
- Banking and financial services consultants based in Sao Paulo, Brazil
- Banking and financial services consultants based in Calgary, Canada
Cite this list
RevenueBase Data Team. Top 18 banking and financial services consultants based in San Francisco, United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/banking-and-financial-services-consultants/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Banking and financial services consultants based in Buenos Aires, Argentina
- Banking and financial services consultants based in Brisbane, Australia
- Banking and financial services consultants based in Melbourne, Australia
- Banking and financial services consultants based in Sydney, Australia
- Banking and financial services consultants based in Brussels, Belgium
- Banking and financial services consultants based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 18 banking and financial services consultants based in San Francisco, United States
RevenueBase records 43 matching company records for banking and financial services consultants based in San Francisco, United States, with 1,072 tracked contacts and 84 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 8, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 banking and financial services consultants based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | M Squared Consultingsolomonedwards.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 274 contacts → |
“M Squared Consulting has now fully integrated into our parent company, SolomonEdwards, uniting us as one national professional services firm and brand.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Strategybrixstrategybrix.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 43 contacts → |
“StrategyBRIX is a boutique Risk and Compliance management consulting business for fintechs, crypto businesses, and digital banks.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Diagonal Matrixdiagonalmatrix.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 20 contacts → |
“Diagonal Matrix is an AI technology company focused on helping businesses turn AI into practical, measurable outcomes.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Wespay Advisorswespayadvisors.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 12 contacts → |
“Wespay Advisors leverages extensive payments expertise to develop tailored consulting and risk management solutions that help our clients elevate their payments programs.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sierra Pacific Partnerssierrapacificpartners.com HQ: San Francisco, NV, United StatesReported employees: 1-10 | San Francisco, NV, United States | 1-10 | Exact match | 6 contacts → |
“Sierra Pacific Partners is a boutique investment bank offering mergers and acquisitions and other advisory services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | CRC Resultscrcresults.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 5 contacts → |
“CRC provides high-quality, independent business advisory and consulting services including CFO Support and Accounting Services, Risk Advisory Services (Internal Audit, Corporate…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Kb&a Accountingkbaaccounting.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“We serve as your on-demand financial partner, offering financial and operations expertise across a broad spectrum of disciplines, ranging from advisory services to financial…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Milesbradleymilesbradley.co HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 3 contacts → |
“At MilesBradley, Inc.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Capital Claritycapital-clarity.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 3 contacts → |
“Capital Clarity merged with Carlsquare in April 2023.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Nominus Capital, LLCnomin.us HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“NOMINUS Capital LLC is a boutique merchant banking advisory firm that partners with leading entrepreneurs leveraging emerging technologies and innovative business models.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The Basis Pointthebasispoint.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“The Basis Point® is a sales & strategy consultancy to banks, lenders, and fintechs – and boutique analyst firm covering these sectors.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Excellent Management Systems, INCxmsystems.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | Stratis Advisorystratisadvisory.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Stratis Advisory was founded in 2013 by seasoned risk executives, consultants, and serial entrepreneurs who believe in the transformative power of innovation and technology.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | SVD INCsvdinc.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 2 contacts → |
“We're a team of experts with over ten years of experience setting up financial operations and growth strategies for SMEs and startups.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Regroup, LLCregroupllc.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“IF YOU MANAGE MONEY, YOU'RE IN THE RIGHT PLACE.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | ONE Blue OAKoneblueoak.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“One Blue Oak specializes in expert digital strategy consulting in financial services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Covalence Solutions LLCcovalencesolutions.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Strategic insights, deep industry experience, rigorous analytics, and pragmatic solutions that can deepen our client's relationships.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Bowsprit Advisorybowsprit.xyz HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Bowsprit Advisory provides risk management consulting for early-stage, startup, and innovative fintechs and financial institutions.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 43 company matches
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Banking and financial services consultants: dataset insights
October 8, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
43 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 43 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 8, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Banking and financial services consultants by metro in the United States
- Banking and financial services consultants in New York291
- Banking and financial services consultants in Miami81
- Banking and financial services consultants in Chicago68
- Banking and financial services consultants in Dallas63
- Banking and financial services consultants in Houston60
- Banking and financial services consultants in Atlanta59
- Banking and financial services consultants in Washington54
- Banking and financial services consultants in Los Angeles48
- Banking and financial services consultants in Boston42
- Banking and financial services consultants in Charlotte41
- Banking and financial services consultants in Tampa26
Questions about this company list
What does Exact match mean for banking and financial services consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many banking and financial services consultants did RevenueBase find based in San Francisco, United States?
The saved snapshot records 43 matching company records, 1,072 tracked contacts and 84 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 8, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 18 banking and financial services consultants based in San Francisco, United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/banking-and-financial-services-consultants/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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