Company lists · Data refreshed September 2026
Top 18 Banking technology consulting firms based in San Francisco, United States
RevenueBase identified 45 banking technology consulting firms headquartered in San Francisco, United States as of September 2026 and tracks 999 professional contacts across them, including 298 with verified work emails. New York is the largest hub.
This list covers banking technology consulting firms headquartered in San Francisco, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 technology consulting firms based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 335 contacts → | ||||
Strong evidence “Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 101 contacts → | ||||
Partial evidence “Sourcebits-Ascendum Digital is a trusted digital transformation accelerator providing early access to next-generation technologies, disruptive innovation, and unique customer…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 73 contacts → | ||||
Partial evidence “We enhance customer experiences, build solutions, modernize applications and leverage technology with data Analytics to create real value.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 49 contacts → | ||||
Partial evidence “Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 45 contacts → | ||||
Strong evidence “Business consulting company serves at the intersection of business and technology.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Indirect evidence “Avid Capital Advisors is a leading, worldwide investment bank that provides top-tier strategic and financial guidance to senior management and boards of established and growing…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Partial evidence “Technology is complex and you need a partner to help source the right solutions to meet your changing needs.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Partial evidence “mPay Advisory helps clients leverage emergent technology strategically to solve business problems and address opportunities so that they can better meet customer needs, improve…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Partial evidence “Dogpatch Solutions is a leading IT consulting firm that specializes in cybersecurity assessments, migrations, networking and cloud computing solutions.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Strong evidence “We are a Investment Banking as a Service business allowing banks to harness the power of technology to increase efficiency and provide hyper-personalized content to clients.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence “Are you worried that Financial Institution competitors may launch new fintech products before you are aware of them?” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Partial evidence “A boutique consulting / staff augmentation firm focusing on digital transformation and integrated product strategy, management and design.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “Stratis Advisory was founded in 2013 by seasoned risk executives, consultants, and serial entrepreneurs who believe in the transformative power of innovation and technology.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “We help companies succeed in today’s digital economy.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Partial evidence “One Blue Oak specializes in expert digital strategy consulting in financial services.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Strong evidence “Technology, product, marketing, operations, and management consulting for FinTech (and related) startups.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “virexis, a professional services and consultancy company, redefines how organizations build, adopt, and execute a winning Digital Transformation strategy.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: banking technology consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names banking technology consulting firms.
- Partial evidence
- Its own public description names part of banking technology consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name banking technology consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 18 of 45 banking technology consulting firms based in San Francisco, United States
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Banking technology consulting firms based in San Francisco, United States at a glance
As of Sep 27, 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 45 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among banking technology consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in San Francisco, United States whose own description of what they do matches “banking technology consulting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names banking technology consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among banking technology consulting firms, and records with no verified work email. Companies headquartered outside San Francisco are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 298 across the full list. 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 27, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Banking technology consulting firms by metro in the United States
- Banking technology consulting firms in New York191
- Banking technology consulting firms in Dallas95
- Banking technology consulting firms in Chicago76
- Banking technology consulting firms in Austin71
- Banking technology consulting firms in Atlanta63
- Banking technology consulting firms in Miami59
- Banking technology consulting firms in Houston50
- Banking technology consulting firms in San Francisco45
- Banking technology consulting firms in Boston41
- Banking technology consulting firms in Irving37
- Banking technology consulting firms in Charlotte36
- Banking technology consulting firms in Plano36
- Banking technology consulting firms in Sheridan33
- Banking technology consulting firms in Washington33
- Banking technology consulting firms in Los Angeles31
- Banking technology consulting firms in Tampa29
- Banking technology consulting firms in Denver28
- Banking technology consulting firms in Frisco27
- Banking technology consulting firms in Orlando26
- Banking technology consulting firms in Irvine25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names banking technology consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many banking technology consulting firms are there based in San Francisco, United States?
RevenueBase identified 45 banking technology consulting firms headquartered in San Francisco, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Financial Technology Partners FT Partners, headquartered in San Francisco, tops this list with the largest team on record.
Which city has the most banking technology consulting firms?
New York leads with 191 headquartered companies, followed by Dallas (95) and Chicago (76).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 298 verified decision-maker contacts tracked across these 45 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 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 Smart Search, 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.
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