Company lists · Data refreshed November 2026

Top 25 Financial planning and analysis service providers worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 8,527 companies tracked

RevenueBase identified 8,527 company matches for financial planning and analysis service providers worldwide as of November 2026 and tracks 39,004 professional contacts across them, including 10,163 with verified work emails. The United States is the largest market and London the largest hub.

This list covers company matches for financial planning and analysis service providers 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 and analysis service providers 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

8,527Companies

39,004Contacts tracked

10,163Verified emails

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The 25 largest financial planning and analysis service providers worldwide

Ranked by team size

Top 25 of 8,527 company matches for financial planning and analysis service providers 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	Strata Decision Technology	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	201-500	727 contacts →
	Exact match “Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Retire On Time	Exact match	Ann Arbor, MI, United StatesHQ recorded Nov 6, 2026	n/a	450 contacts →
	Exact match “4 Reasons Why You Should Hire David E.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	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
5	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
6	Accounting Office	Exact match	Monopoli, ItalyHQ recorded Nov 6, 2026	n/a	270 contacts →
	Exact match “La nostra mission è dar voce ai numeri.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	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
8	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
9	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
10	Altium Türkiye	Exact match	İstanbul, TürkiyeHQ recorded Nov 6, 2026	51-200	186 contacts →
	Exact match “Gelecek İçin Doğru Analiz True Analysis for the Future” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Octopus Money	Exact match	London, United KingdomHQ recorded Nov 6, 2026	51-200	180 contacts →
	Exact match “Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Solver	Exact match	Calabasas, United StatesHQ recorded Nov 6, 2026	51-200	169 contacts →
	Exact match “Solver delivers an AI-first approach for its extended financial planning and analysis (xFP & A) solution that increases access to actionable insights beyond the finance department…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	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
14	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
15	AFA	Exact match	Johannesburg, South AfricaHQ recorded Nov 6, 2026	51-200	158 contacts →
	Exact match “Accounting and Financial Advisory is a team of highly skilled, highly motivated, performance driven financial staff.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	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
17	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
18	Propeller Industries	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	201-500	129 contacts →
	Exact match “We help great entrepreneurs build great companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Inplenion	Exact match	Carouge, SwitzerlandHQ recorded Nov 6, 2026	201-500	129 contacts →
	Exact match “We are the driving force that transforms your corporate performance management processes into best in class success stories.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	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
21	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
22	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
23	ALEPH	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	51-200	109 contacts →
	Exact match “Aleph helps top finance teams work with their data in real time.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	VCFO	Exact match	Austin, TX, United StatesHQ recorded Nov 6, 2026	51-200	103 contacts →
	Exact match “vcfo provides an integrated suite of finance, HR, and transaction advisory support, including outsourcing and consulting solutions that improve operational performance and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Grupo Abax	Exact match	Comuna 13, ArgentinaHQ recorded Nov 6, 2026	11-50	98 contacts →
	Exact match “Soluciones Financieras Eficientes En el mundo de las finanzas decidir es más fácil con ayuda.” 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 and analysis service providers”. 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 8,527 financial planning and analysis service providers worldwide

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Financial planning and analysis service providers worldwide at a glance

As of Nov 6, 2026

26.1%Verified-email coverage

4.6Average contacts per company

1-10Median size (employees)

1.7%Largest-city concentration · London

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

6,954

11-50

1,301

51-200

170

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 and analysis service providers are linked below.
What qualifies: Company records worldwide whose business descriptions match “financial planning and analysis service providers” 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 10,163 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 and analysis service providers by location

54 lists · largest first

Every Financial planning and analysis service providers 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 and analysis service providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning and analysis service providers are there worldwide?

RevenueBase identified 8,527 company matches for financial planning and analysis service providers 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 and analysis service providers?

The United States leads with 2,181 companies, followed by Brazil (601) and the United Kingdom (525). Every financial planning and analysis service providers list by country and city is linked on this page.

Which city has the most financial planning and analysis service providers?

London leads with 147 company records, followed by Sao Paulo (145) and New York (115).

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 10,163 professional contacts with verified work emails tracked across these 8,527 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.