Company lists · Data refreshed September 2026
Top 12 Benefits consultants based in San Francisco, United States
RevenueBase identified 30 benefits consultants headquartered in San Francisco, United States as of September 2026 and tracks 508 professional contacts across them, including 183 with verified work emails. New York is the largest hub.
This list covers benefits consultants 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 21, 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 12 largest benefits consultants based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 170 contacts → | ||||
Partial evidence “Forma is the leading lifestyle benefits platform that enables the world's best employers to design and scale flexible, global programs across LSAs, HRAs, FSAs, HSAs, Commuter…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 127 contacts → | ||||
Indirect evidence “Ease helps insurance brokers offer their SMB clients better service through simple technology.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 60 contacts → | ||||
Partial evidence “With more than 30 professionals practicing solely in employee benefits law, Trucker Huss is one of the largest employee benefits specialty law firms in the country.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 29 contacts → | ||||
Partial evidence “Sweet & Baker is a full service San Francisco based insurance broker offering the sale and service of personal and commercial insurance products and group health & life benefits…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 20 contacts → | ||||
Indirect evidence “We stand with the companies where people matter.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 20 contacts → | ||||
Partial evidence “Lumity partners with the modern employer and employee to drive a competitive benefits program that delivers a superior experience.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Indirect evidence “Nicolay Consulting Group is an independent San Francisco Bay Area-based firm specializing exclusively in- Planning, design and administration of customized pension plans-…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2 contacts → | ||||
Indirect evidence “We help high-growth companies get compensation right.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1 contacts → | ||||
Partial evidence “Pro-Tier delivers a more flexible, affordable, and personalized benefits solution.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Indirect evidence “Providing top tier strategy to healthcare executives and Fortune 500 businesses with a focus on growth and efficiency.” Source: RevenueBase Database · checked Sep 21, 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: benefits consultants. 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 benefits consultants.
- Partial evidence
- Its own public description names part of benefits consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name benefits consultants. 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 12 of 30 benefits consultants based in San Francisco, United States
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Benefits consultants based in San Francisco, United States at a glance
As of Sep 21, 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 30 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 benefits consultants, 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 “benefits consultants”. 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 benefits consultants), 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 benefits consultants, 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, 183 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 21, 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.
Benefits consultants by metro in the United States
- Benefits consultants in New York135
- Benefits consultants in Houston108
- Benefits consultants in Atlanta100
- Benefits consultants in San Diego80
- Benefits consultants in Chicago79
- Benefits consultants in Dallas79
- Benefits consultants in Tampa69
- Benefits consultants in Los Angeles67
- Benefits consultants in Phoenix61
- Benefits consultants in Austin57
- Benefits consultants in Charlotte53
- Benefits consultants in Portland52
- Benefits consultants in Denver47
- Benefits consultants in Las Vegas43
- Benefits consultants in Scottsdale43
- Benefits consultants in Miami41
- Benefits consultants in San Antonio41
- Benefits consultants in Pittsburgh38
- Benefits consultants in Boston37
- Benefits consultants in Indianapolis37
- Benefits consultants in Nashville37
- Benefits consultants in Seattle37
- Benefits consultants in Columbus34
- Benefits consultants in Philadelphia33
- Benefits consultants in Birmingham32
- Benefits consultants in Cincinnati32
- Benefits consultants in Columbia32
- Benefits consultants in Minneapolis31
- Benefits consultants in Overland Park30
- Benefits consultants in San Francisco30
- Benefits consultants in Washington30
- Benefits consultants in Irvine29
- Benefits consultants in Jacksonville28
- Benefits consultants in Orlando28
- Benefits consultants in Grand Rapids26
- Benefits consultants in Louisville26
- Benefits consultants in Newport Beach26
- Benefits consultants in Omaha26
- Benefits consultants in Rochester25
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 benefits consultants, 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 benefits consultants are there based in San Francisco, United States?
RevenueBase identified 30 benefits consultants 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?
FORMA, headquartered in San Francisco, tops this list with the largest team on record.
Which city has the most benefits consultants?
New York leads with 135 headquartered companies, followed by Houston (108) and Atlanta (100).
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 183 verified decision-maker contacts tracked across these 30 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 21, 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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