Company lists · Data refreshed November 2026

Top 25 Capital planning advisors worldwide

RevenueBase identified 4,264 company matches for capital planning advisors worldwide as of November 2026 and tracks 22,933 professional contacts across them, including 5,729 with verified work emails. The United States is the largest market and Sao Paulo the largest hub.

This list covers company matches for capital planning advisors worldwide, 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 November 6, 2026. Country and city lists for capital planning advisors follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
4,264Companies
22,933Contacts tracked
5,729Verified emails
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The 25 largest capital planning advisors worldwide

Ranked by team size
Top 25 of 4,264 company matches for capital planning advisors worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Nov 6, 2026n/a1,928 contacts →

Exact match

“Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchDallas, TX, United StatesHQ recorded Nov 6, 2026501-1,000832 contacts →

Exact match

“HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchPhiladelphia, PA, United StatesHQ recorded Nov 6, 2026201-500539 contacts →

Exact match

“At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchRogers House, MauritiusHQ recorded Nov 6, 2026501-1,000528 contacts →

Exact match

“We help our clients beat the odds by devising and implementing ingenious solutions to help them navigate through an evolving market place.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202651-200322 contacts →

Exact match

“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchArlington, United StatesHQ recorded Nov 6, 2026501-1,000203 contacts →

Exact match

“Now Proudly Part of Cadmus.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchTampa, CO, United StatesHQ recorded Nov 6, 202651-200193 contacts →

Exact match

“Maximizing Value.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchArlington, VA, United StatesHQ recorded Nov 6, 202611-50144 contacts →

Exact match

“DevTech Systems, Inc.(DevTech) is an international consulting firm that delivers data-driven intelligence that de-risks investment, strengthens public finance, and supports…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchLas Condes, ChileHQ recorded Nov 6, 202651-200106 contacts →

Exact match

“Más de 40 años de experiencia en asesoría de inversiones, finanzas corporativas, asesoría económica y financiera.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchPurmerend, NetherlandsHQ recorded Nov 6, 202611-50103 contacts →

Exact match

“PNR HELPT U VOORUIT Uw fiscale mogelijkheden?”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchSão Paulo, BrazilHQ recorded Nov 6, 202611-50102 contacts →

Exact match

“Empresa especializada em consultoria financeira estratégica.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchCoral Gables, United StatesHQ recorded Nov 6, 202651-20096 contacts →

Exact match

“IOS Partners, Inc.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchMilan, ItalyHQ recorded Nov 6, 202611-5086 contacts →

Exact match

“Vitale & Co is the leading independent financial advisor in Italy involved in complex corporate finance transactions: mergers & acquisitions, debt restructuring and debt advisory…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchParis, FranceHQ recorded Nov 6, 202611-5081 contacts →

Exact match

“Finance Consult est une société spécialisée dans le conseil stratégique, financier, budgétaire et fiscal aux personnes publiques, qui constituent la majorité de sa clientèle, mais…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchMumbai, IndiaHQ recorded Nov 6, 202611-5080 contacts →

Exact match

“Strategic Financial Advisors | 15+ Years of Expertise | Corporates Empowered At Growthally, we don’t just offer advice - we partner with businesses to unlock real growth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchParramatta, AustraliaHQ recorded Nov 6, 202611-5079 contacts →

Exact match

“We are an independent accounting and financial consultancy firm focussed on developing customised strategies designed to fit the needs of corporate and individual clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchHouston, TX, United StatesHQ recorded Nov 6, 202611-5076 contacts →

Exact match

“We are a business advisory and consulting company focused on delivering iMPACTful solutions and innovation to public and private sector clients that empower them to achieve…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchSeattle, WA, United StatesHQ recorded Nov 6, 202611-5075 contacts →

Exact match

“BERK is an interdisciplinary consultancy integrating strategy, planning, and policy development; financial and economic analysis; and facilitation, design, and communications.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-5070 contacts →

Exact match

“Cambridge Economic Policy Associates is an economic and financial policy advisory business.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchRamat-gan, IsraelHQ recorded Nov 6, 202651-20067 contacts →

Exact match

“Giza Singer Even is Israel's largest financial advisory and investment banking firm.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchAthens, GreeceHQ recorded Nov 6, 202651-20066 contacts →

Exact match

“NOISIS S.A.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchHouten, NetherlandsHQ recorded Nov 6, 202651-20064 contacts →

Exact match

“PAS bv biedt breed financieel inzicht in uw vastgoed- of gebiedsontwikkeling.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchCamp Hill, PA, United StatesHQ recorded Nov 6, 202611-5061 contacts →

Exact match

“Delta Development Group provides specialized consulting services to public- and private-sector clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchTel Aviv, IsraelHQ recorded Nov 6, 202611-5059 contacts →

Exact match

“Beta Finance Is leading financial consulting firm in Israel.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchNew York, IL, United StatesHQ recorded Nov 6, 202651-20057 contacts →

Exact match

“ProCFO Partners exists for exactly this moment – to help you navigate your business challenges with clear counsel and actionable, practical, proven insights.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 4,264 capital planning advisors worldwide

See the full list, filter by size, metro and specialty, and access 5,729 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Capital planning advisors worldwide at a glance

As of Nov 6, 2026
25.0%Verified-email coverage
5.4Average contacts per company
1-10Median size (employees)
2.3%Largest-city concentration · Sao Paulo
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
3,280
11-50
821
51-200
106
201-500
21
501-1,000
7
1,001-5,000
4
5,001-10,000
1
10001+
3

Email recency is reported on each country list linked below.

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.
Coverage
Every country. Country and city lists for capital planning advisors are linked below.
What qualifies
Company records worldwide whose business descriptions match “capital planning advisors” 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. 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 5,729 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 November 6, 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.

Capital planning advisors by location

28 lists · largest first

Every Capital planning advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

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 “capital planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many capital planning advisors are there worldwide?

RevenueBase identified 4,264 company matches for capital planning advisors worldwide as of November 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?

Nassau Street Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most capital planning advisors?

The United States leads with 848 companies, followed by Brazil (294) and India (248). Every capital planning advisors list by country and city is linked on this page.

Which city has the most capital planning advisors?

Sao Paulo leads with 98 company records, followed by London (79) and New York (63).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 5,729 professional contacts with verified work emails tracked across these 4,264 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 November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.