Company lists · Data refreshed September 2026
Top 13 Banking operations consulting firms based in San Francisco, United States
RevenueBase identified 26 company matches for banking operations consulting firms associated with San Francisco, United States as of September 2026 and tracks 413 professional contacts across them, including 52 with verified work emails and 75 with mobile numbers. Across the United States, New York is the largest hub for this category (158 companies); San Francisco has 26.
This list covers company matches for banking operations consulting firms 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 September 1, 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 13 largest banking operations consulting firms 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 · Sep 1, 2026 · View company records in RevenueBase | |||||
| 2 | 38 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 · Sep 1, 2026 · View company records in RevenueBase | |||||
| 3 | 15 contacts → | ||||
Exact match “KoreFusion combines Strategy Consulting and M&A Advisory services exclusively for the international fintech, payments, and financial services industries.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 4 | 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 · Sep 1, 2026 · View company records in RevenueBase | |||||
| 5 | 4 contacts → | ||||
Exact match “Major Street Enterprises is a boutique advisory firm helping Fintechs and Financial Institutions grow Open Banking enabled revenue.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 6 | 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 · Sep 1, 2026 · View company records in RevenueBase | |||||
| 7 | 3 contacts → | ||||
Exact match “Capital Clarity merged with Carlsquare in April 2023.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 8 | 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 · Sep 1, 2026 · View company records in RevenueBase | |||||
| 9 | 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 · Sep 1, 2026 · View company records in RevenueBase | |||||
| 10 | 2 contacts → | ||||
Exact match “Two Bays Audit and Risk Solutions is a consulting firm with expertise in providing Internal Audit Services, Risk and Compliance Solutions, Process Optimization, and Interim…” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 11 | 1 contacts → | ||||
Exact match “Technology, product, marketing, operations, and management consulting for FinTech (and related) startups.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 12 | 1 contacts → | ||||
Exact match “One Blue Oak specializes in expert digital strategy consulting in financial services.” Recorded in the RevenueBase company graph · Sep 1, 2026 · View company records in RevenueBase | |||||
| 13 | 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 · Sep 1, 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 operations consulting firms”. 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 13 of 26 banking operations consulting firms based in San Francisco, United States
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Banking operations consulting firms based in San Francisco, United States at a glance
As of Sep 1, 2026Companies by employee count
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 operations consulting firms” 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 52 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 September 1, 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 operations consulting firms 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 operations consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many banking operations consulting firms are there based in San Francisco, United States?
RevenueBase identified 26 company matches for banking operations consulting firms associated with San Francisco, United States as of September 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 operations consulting firms?
New York leads the United States with 158 company records, followed by Miami (41) and Chicago (40). San Francisco has 26.
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 52 professional contacts with verified work emails tracked across these 26 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 September 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 26 banking operations consulting firms based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
Banking operations consulting firms by geography
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- Banking operations consulting firms based in Germany
- Banking operations consulting firms based in Italy
- Banking operations consulting firms based in Switzerland
- Banking operations consulting firms based in Mexico
- Banking operations consulting firms based in Canada
- Banking operations consulting firms based in Spain
- Banking operations consulting firms based in Australia
- Banking operations consulting firms based in the Netherlands
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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- Banking operations consulting firms based in the United States
- Banking operations consulting firms based in Brazil
- Banking operations consulting firms based in France
- Banking operations consulting firms based in the United Kingdom
- Banking operations consulting firms based in Germany
- Banking operations consulting firms based in Italy
Company intelligence · public preview
Top 13 banking operations consulting firms 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 26 matching company records for banking operations consulting firms based in San Francisco, United States, with 413 tracked contacts and 52 verified work emails.
This public preview shows 13 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 1, 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 13 banking operations consulting firms 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: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: 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 · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Strategybrixstrategybrix.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 38 contacts → |
“StrategyBRIX is a boutique Risk and Compliance management consulting business for fintechs, crypto businesses, and digital banks.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Korefusionkorefusion.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“KoreFusion combines Strategy Consulting and M&A Advisory services exclusively for the international fintech, payments, and financial services industries.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  CRC Resultscrcresults.comHQ: HQ not recorded; location: San Francisco, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Major Street Advisorymajorst.comHQ: HQ not recorded; location: San Francisco, United StatesReported employees: 1-10 | HQ not recorded; location: San Francisco, United States | 1-10 | Exact match | 4 contacts → |
“Major Street Enterprises is a boutique advisory firm helping Fintechs and Financial Institutions grow Open Banking enabled revenue.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Kb&a Accountingkbaaccounting.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: 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 · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Capital Claritycapital-clarity.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 3 contacts → |
“Capital Clarity merged with Carlsquare in April 2023.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The Basis Pointthebasispoint.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: 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 · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Stratis Advisorystratisadvisory.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: 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 · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  TWO Bays Audit And Risk Solutionstwobayssolutions.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Two Bays Audit and Risk Solutions is a consulting firm with expertise in providing Internal Audit Services, Risk and Compliance Solutions, Process Optimization, and Interim…” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Fintech Alchemyfintechalchemy.coHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Technology, product, marketing, operations, and management consulting for FinTech (and related) startups.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  ONE Blue OAKoneblueoak.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: 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 · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Bowsprit Advisorybowsprit.xyz HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: 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 · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 13 of 26 company matches
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Banking operations consulting firms: dataset insights
September 1, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
26 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 1, 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 operations consulting firms by metro in the United States
Questions about this company list
What does Exact match mean for banking operations consulting firms?
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 operations consulting firms did RevenueBase find based in San Francisco, United States?
The saved snapshot records 26 matching company records, 413 tracked contacts and 52 verified emails. The public preview displays 13 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: September 1, 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 operations consulting firms by geography
- Banking operations consulting firms based in the United States
- Banking operations consulting firms based in Brazil
- Banking operations consulting firms based in France
- Banking operations consulting firms based in the United Kingdom
- Banking operations consulting firms based in Germany
- Banking operations consulting firms based in Italy
- Banking operations consulting firms based in Switzerland
- Banking operations consulting firms based in Mexico
- Banking operations consulting firms based in Canada
- Banking operations consulting firms based in Spain
- Banking operations consulting firms based in Australia
- Banking operations consulting firms based in the Netherlands
Cite this list
RevenueBase Data Team. Top 13 banking operations consulting firms based in San Francisco, United States. Snapshot: September 1, 2026. https://revenuebase.ai/companies/banking-operations-consulting-firms/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 operations consulting firms based in the United States
- Banking operations consulting firms based in Brazil
- Banking operations consulting firms based in France
- Banking operations consulting firms based in the United Kingdom
- Banking operations consulting firms based in Germany
- Banking operations consulting firms based in Italy
Company intelligence · public preview
Top 13 banking operations consulting firms based in San Francisco, United States
RevenueBase records 26 matching company records for banking operations consulting firms based in San Francisco, United States, with 413 tracked contacts and 52 verified work emails.
This public preview shows 13 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 1, 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 13 banking operations consulting firms 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: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: 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 · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Strategybrixstrategybrix.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 38 contacts → |
“StrategyBRIX is a boutique Risk and Compliance management consulting business for fintechs, crypto businesses, and digital banks.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Korefusionkorefusion.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“KoreFusion combines Strategy Consulting and M&A Advisory services exclusively for the international fintech, payments, and financial services industries.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | CRC Resultscrcresults.com HQ: HQ not recorded; location: San Francisco, United StatesReported employees: 11-50 | HQ not recorded; location: 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 · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Major Street Advisorymajorst.com HQ: HQ not recorded; location: San Francisco, United StatesReported employees: 1-10 | HQ not recorded; location: San Francisco, United States | 1-10 | Exact match | 4 contacts → |
“Major Street Enterprises is a boutique advisory firm helping Fintechs and Financial Institutions grow Open Banking enabled revenue.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kb&a Accountingkbaaccounting.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: 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 · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Capital Claritycapital-clarity.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 3 contacts → |
“Capital Clarity merged with Carlsquare in April 2023.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The Basis Pointthebasispoint.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: 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 · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Stratis Advisorystratisadvisory.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: 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 · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | TWO Bays Audit And Risk Solutionstwobayssolutions.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Two Bays Audit and Risk Solutions is a consulting firm with expertise in providing Internal Audit Services, Risk and Compliance Solutions, Process Optimization, and Interim…” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Fintech Alchemyfintechalchemy.co HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: San Francisco, CA, United States | 1-10 | Exact match | 1 contacts → |
“Technology, product, marketing, operations, and management consulting for FinTech (and related) startups.” Recorded description excerpt · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | ONE Blue OAKoneblueoak.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: 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 · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Bowsprit Advisorybowsprit.xyz HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: 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 · September 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 13 of 26 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Banking operations consulting firms: dataset insights
September 1, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
26 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 1, 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 operations consulting firms by metro in the United States
Questions about this company list
What does Exact match mean for banking operations consulting firms?
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 operations consulting firms did RevenueBase find based in San Francisco, United States?
The saved snapshot records 26 matching company records, 413 tracked contacts and 52 verified emails. The public preview displays 13 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: September 1, 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.
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Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 13 banking operations consulting firms based in San Francisco, United States. Snapshot: September 1, 2026. https://revenuebase.ai/companies/banking-operations-consulting-firms/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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