Company lists · Data refreshed November 2026

Top 25 Financial planning analysis consultants worldwide

Name: Financial planning analysis consultants worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 7,141 companies tracked

RevenueBase identified 7,141 company matches for financial planning analysis consultants worldwide as of November 2026 and tracks 31,626 professional contacts across them, including 7,310 with verified work emails. The United States is the largest market and Sao Paulo the largest hub.

This list covers company matches for financial planning analysis consultants 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 financial planning analysis consultants 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

7,141Companies

31,626Contacts tracked

7,310Verified emails

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The 25 largest financial planning analysis consultants worldwide

Ranked by team size

Top 25 of 7,141 company matches for financial planning analysis consultants 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Vena Solutions	Exact match	Toronto, ON, CanadaHQ recorded Nov 6, 2026	501-1,000	774 contacts →
	Exact match “Vena’s Complete FP & A Platform empowers finance and accounting teams to plan with confidence, collaborate across the business, and go from data to decisions faster-all while…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Datarails	Exact match	NY, United StatesHQ recorded Nov 6, 2026	201-500	421 contacts →
	Exact match “Datarails is the AI finance operating system for finance teams.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	TGG	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	51-200	283 contacts →
	Exact match “The true performance of your business shouldn’t be a mystery.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Coastal Wealth	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Nov 6, 2026	51-200	257 contacts →
	Exact match “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Insync Analytics Pvt. LTD	Exact match	Mumbai, IndiaHQ recorded Nov 6, 2026	501-1,000	252 contacts →
	Exact match “InSync Analytics provides an array of high quality, bespoke financial modeling and analytical products/services across various sectors and asset classes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	DNA Growth	Exact match	Bay, CA, United StatesHQ recorded Nov 6, 2026	51-200	230 contacts →
	Exact match “We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Swiss Life Select Österreich Gmbh	Exact match	Vienna, AustriaHQ recorded Nov 6, 2026	51-200	188 contacts →
	Exact match “Wesentliche Eckpfeiler des zukunftsweisenden Geschäftsmodells von Swiss Life Select bilden der ganzheitliche Betreuungsansatz, die standardisierte Beratung und die offene…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Finance & Accounting For Business	Exact match	Rushden, United KingdomHQ recorded Nov 6, 2026	n/a	165 contacts →
	Exact match “For your business to succeed.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Clearwater Wealth Management	Exact match	London, United KingdomHQ recorded Nov 6, 2026	201-500	164 contacts →
	Exact match “Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Synfiny Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Nov 6, 2026	201-500	157 contacts →
	Exact match “We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	8020 Consulting	Exact match	Glendale, CA, United StatesHQ recorded Nov 6, 2026	51-200	154 contacts →
	Exact match “MAKE FINANCE & ACCOUNTING YOUR BUSINESS GROWTH ENGINE 8020 is a finance & accounting consulting firm that expertly solves critical enterprise finance challenges.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Driven Advisors	Exact match	Guaynabo, Puerto RicoHQ recorded Nov 6, 2026	201-500	148 contacts →
	Exact match “Driven Advisors is a leading financial advisory firm focused on transforming the way in which businesses and their teams see numbers driving opportunities for change and growth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Acountia	Exact match	Matosinhos, PortugalHQ recorded Nov 6, 2026	201-500	144 contacts →
	Exact match “A Acountia é a mais recente marca de Contabilidade e Apoio à Gestão, sucedendo à Fiducial, que durante 13 anos construiu uma imagem única de solidez e responsabilidade na área da…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Finaks Advisory Services Private Limited	Exact match	Bangalore, IndiaHQ recorded Nov 6, 2026	51-200	127 contacts →
	Exact match “FinAKS is a leading provider of business and financial consulting and CFO services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Afortus Financial	Exact match	South Jordan, UT, United StatesHQ recorded Nov 6, 2026	11-50	122 contacts →
	Exact match “At Afortus Financial, we believe that financial security is determined more by desire and discipline, than by social or economic background.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Legacy FA Pte. LTD	Exact match	Bukit Merah, SingaporeHQ recorded Nov 6, 2026	51-200	113 contacts →
	Exact match “Legacy FA Pte.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Boston Financial Advisory Group	Exact match	Monroeville, PA, United StatesHQ recorded Nov 6, 2026	51-200	110 contacts →
	Exact match “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Valantic Digital Finance	Exact match	Munich, GermanyHQ recorded Nov 6, 2026	51-200	109 contacts →
	Exact match “Unternehmenssteuerung auf einem neuen Niveau.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Intellicents	Exact match	Albert Lea, MN, United StatesHQ recorded Nov 6, 2026	51-200	96 contacts →
	Exact match “intellicents is an independent, employee-owned financial advisory firm built with a long-term vision: to help individuals, families, and organizations achieve clarity, confidence…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Lifetime	Exact match	Christchurch, New ZealandHQ recorded Nov 6, 2026	51-200	95 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Amber River True Bearing	Exact match	Chorley, United KingdomHQ recorded Nov 6, 2026	51-200	95 contacts →
	Exact match “Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Pronexus, LLC	Exact match	Pittsford, MI, United StatesHQ recorded Nov 6, 2026	51-200	92 contacts →
	Exact match “WHO WE ARE ProNexus LLC is a finance, accounting, operations, and business advisory firm founded in 2012 by former Deloitte and PwC leaders.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Quilter Cheviot	Exact match	London, United KingdomHQ recorded Nov 6, 2026	51-200	87 contacts →
	Exact match “Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Finestra Cultura Financiera	Exact match	Zapopan Jalisco, MexicoHQ recorded Nov 6, 2026	51-200	86 contacts →
	Exact match “FINESTRA es una empresa de consultoría financiera enfocada a lograr el éxito financiero de sus clientes.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	A.S.I. Wirtschaftsberatung AG	Exact match	Münster, GermanyHQ recorded Nov 6, 2026	201-500	81 contacts →
	Exact match “Wir sind eine mittelständische Wirtschaftsberatung für gehobene Privatkunden, Ärzte, Zahnärzte, Wirtschaftswissenschaftler und Ingenieure.” Recorded in the RevenueBase company graph · Nov 6, 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 “financial planning analysis 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 25 of 7,141 financial planning analysis consultants worldwide

See the full list, filter by size, metro and specialty, and access 7,310 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning analysis consultants worldwide at a glance

As of Nov 6, 2026

23.1%Verified-email coverage

4.4Average contacts per company

1-10Median size (employees)

1.9%Largest-city concentration · Sao Paulo

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

5,871

11-50

1,036

51-200

145

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 financial planning analysis consultants are linked below.
What qualifies: Company records worldwide whose business descriptions match “financial planning analysis 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. 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 7,310 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.

Financial planning analysis consultants by location

39 lists · largest first

Every Financial planning analysis consultants 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 “financial planning analysis consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning analysis consultants are there worldwide?

RevenueBase identified 7,141 company matches for financial planning analysis consultants 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?

Vena Solutions tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most financial planning analysis consultants?

The United States leads with 1,930 companies, followed by Brazil (556) and India (409). Every financial planning analysis consultants list by country and city is linked on this page.

Which city has the most financial planning analysis consultants?

Sao Paulo leads with 134 company records, followed by London (98) and New York (79).

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 7,310 professional contacts with verified work emails tracked across these 7,141 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.