Company lists · Data refreshed November 2026
Top 25 Financial planning and analysis services worldwide
RevenueBase identified 4,753 company matches for financial planning and analysis services worldwide as of November 2026 and tracks 20,269 professional contacts across them, including 4,292 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 and analysis services 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 services 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.
The 25 largest financial planning and analysis services worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | 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 | 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 | |||||
| 4 | 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 | 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 | |||||
| 6 | 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 | |||||
| 7 | 165 contacts → | ||||
Exact match “For your business to succeed.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 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 | |||||
| 11 | 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 | |||||
| 12 | 100 contacts → | ||||
Exact match “AR Partners es hoy Latin Securities.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 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 | |||||
| 14 | 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 | |||||
| 15 | 75 contacts → | ||||
Exact match “A leading player in financial consulting and the integration of consolidation, reporting, and budgeting systems, VISEA Consulting has been supporting the Finance and IT…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 63 contacts → | ||||
Exact match “Crew supports high-growth businesses with management accounting, CFO, FP & A and HR services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 62 contacts → | ||||
Exact match “About: Most scaling companies don’t fail from lack of revenue, but from finance systems that can’t scale.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 56 contacts → | ||||
Exact match “Corporate Performance Management Leaders Incube provides state-of-the-art services and solutions to improve the FP & A processes in your organization.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 54 contacts → | ||||
Exact match “Laabdhi is a Financial Outsourcing firm that understands the importance of delivering timely and reliable financial planning and financial analysis solution for the smooth and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 53 contacts → | ||||
Exact match “The CFO Centre provides CFO services to small & medium sized enterprises on a fractional basis.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 51 contacts → | ||||
Exact match “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 51 contacts → | ||||
Exact match “We are proud to be part of the Navigate team, with a presence in Australia and New Zealand as well as here in India.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 50 contacts → | ||||
Exact match “Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 48 contacts → | ||||
Exact match “Decisões financeiras precisam de segurança e previsibilidade.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 47 contacts → | ||||
Exact match “Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…” 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 services”. 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 4,753 financial planning and analysis services worldwide
See the full list, filter by size, metro and specialty, and access 4,292 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Financial planning and analysis services worldwide at a glance
As of Nov 6, 2026Companies by employee count
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 services are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “financial planning and analysis services” 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 4,292 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 services by location
24 lists · largest firstEvery Financial planning and analysis services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial planning and analysis services based in the United States1,207
- Financial planning and analysis services based in Brazil400
- Financial planning and analysis services based in the United Kingdom240
- Financial planning and analysis services based in India228
- Financial planning and analysis services based in Canada166
- Financial planning and analysis services based in Australia147
- Financial planning and analysis services based in France92
- Financial planning and analysis services based in the Netherlands90
- Financial planning and analysis services based in Spain84
- Financial planning and analysis services based in Germany60
- Financial planning and analysis services based in South Africa55
- Financial planning and analysis services based in the United Arab Emirates44
- Financial planning and analysis services based in Israel41
- Financial planning and analysis services based in Switzerland37
- Financial planning and analysis services based in Belgium29
- Financial planning and analysis services based in Sweden26
Cities
- Financial planning and analysis services based in Sao Paulo, Brazil92
- Financial planning and analysis services based in London, United Kingdom70
- Financial planning and analysis services based in New York, United States55
- Financial planning and analysis services based in Toronto, Canada42
- Financial planning and analysis services based in Chicago, United States32
- Financial planning and analysis services based in Denver, United States30
- Financial planning and analysis services based in Los Angeles, United States28
- Financial planning and analysis services based in Paris, France27
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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning and analysis services are there worldwide?
RevenueBase identified 4,753 company matches for financial planning and analysis services 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 services?
The United States leads with 1,207 companies, followed by Brazil (400) and the United Kingdom (240). Every financial planning and analysis services list by country and city is linked on this page.
Which city has the most financial planning and analysis services?
Sao Paulo leads with 92 company records, followed by London (70) and New York (55).
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 4,292 professional contacts with verified work emails tracked across these 4,753 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.
Ready to reach these companies? Verified emails and direct dials for all 4,753 financial planning and analysis services worldwide. Start with a free account, no credit card.
Download this list →Related lists
Browse the directory
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.
More company lists
Company intelligence · public preview
Top 25 financial planning and analysis services worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 4,753 matching company records for financial planning and analysis services worldwide, with 20,269 tracked contacts and 4,292 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning and analysis services worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Vena Solutionsvenasolutions.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 774 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Datarailsdatarails.comHQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 421 contacts → |
“Datarails is the AI finance operating system for finance teams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Accounting Officeac-office.itHQ: Monopoli, ItalyReported employees: Not recorded | Monopoli, Italy | Not recorded | Exact match | 270 contacts → |
“La nostra mission è dar voce ai numeri.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Coastal Wealthmycoastalwealth.comHQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 257 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  DNA Growthdnagrowth.comHQ: Bay, CA, United StatesReported employees: 51-200 | Bay, CA, United States | 51-200 | Exact match | 230 contacts → |
“We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Altium Türkiyealtium.netHQ: İstanbul, TürkiyeReported employees: 51-200 | İstanbul, Türkiye | 51-200 | Exact match | 186 contacts → |
“Gelecek İçin Doğru Analiz True Analysis for the Future” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Finance & Accounting For Businessfabaccounts.comHQ: Rushden, United KingdomReported employees: Not recorded | Rushden, United Kingdom | Not recorded | Exact match | 165 contacts → |
“For your business to succeed.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Clearwater Wealth Managementclearwaterwm.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 164 contacts → |
“Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Synfiny Advisorssynfiny.comHQ: Cincinnati, OH, United StatesReported employees: 201-500 | Cincinnati, OH, United States | 201-500 | Exact match | 157 contacts → |
“We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Inplenioninplenion.comHQ: Carouge, SwitzerlandReported employees: 201-500 | Carouge, Switzerland | 201-500 | Exact match | 129 contacts → |
“We are the driving force that transforms your corporate performance management processes into best in class success stories.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  ALEPHgetaleph.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 109 contacts → |
“Aleph helps top finance teams work with their data in real time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Latin Securities Argentinalatinsecurities.arHQ: Buenos Aires, ArgentinaReported employees: 11-50 | Buenos Aires, Argentina | 11-50 | Exact match | 100 contacts → |
“AR Partners es hoy Latin Securities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Grupo Abaxgrupoabax.comHQ: Comuna 13, ArgentinaReported employees: 11-50 | Comuna 13, Argentina | 11-50 | Exact match | 98 contacts → |
“Soluciones Financieras Eficientes En el mundo de las finanzas decidir es más fácil con ayuda.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Quilter Cheviotquiltercheviot.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 87 contacts → |
“Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Visea Consultingviseaconsulting.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 75 contacts → |
“A leading player in financial consulting and the integration of consolidation, reporting, and budgeting systems, VISEA Consulting has been supporting the Finance and IT…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Crew Financethefinancecrew.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 63 contacts → |
“Crew supports high-growth businesses with management accounting, CFO, FP & A and HR services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Finance In A BOXfinanceinabox.comHQ: San Jose, United StatesReported employees: 51-200 | San Jose, United States | 51-200 | Exact match | 62 contacts → |
“About: Most scaling companies don’t fail from lack of revenue, but from finance systems that can’t scale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Mokotów, PolandReported employees: 51-200 | Mokotów, Poland | 51-200 | Exact match | 56 contacts → |
“Corporate Performance Management Leaders Incube provides state-of-the-art services and solutions to improve the FP & A processes in your organization.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Laabdhi Outsource India Services Pvt.Ltdlaabdhi.comHQ: Ghatkoper (w), IndiaReported employees: 51-200 | Ghatkoper (w), India | 51-200 | Exact match | 54 contacts → |
“Laabdhi is a Financial Outsourcing firm that understands the importance of delivering timely and reliable financial planning and financial analysis solution for the smooth and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  The CFO Centre USAcfocentre.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 53 contacts → |
“The CFO Centre provides CFO services to small & medium sized enterprises on a fractional basis.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Universal Retirementuniret.comHQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 51 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Ahmedabad, IndiaReported employees: 51-200 | Ahmedabad, India | 51-200 | Exact match | 51 contacts → |
“We are proud to be part of the Navigate team, with a presence in Australia and New Zealand as well as here in India.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Excelbergexcelberg.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 50 contacts → |
“Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Crescento Consultoria Financeiracrescento.com.brHQ: Juiz De Fora, BrazilReported employees: 11-50 | Juiz De Fora, Brazil | 11-50 | Exact match | 48 contacts → |
“Decisões financeiras precisam de segurança e previsibilidade.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  JIRAVjirav.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 47 contacts → |
“Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,753 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial planning and analysis services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
4,729 records in the displayed employee bands.
24 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 4,753 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning and analysis services by location
24 lists · largest firstEvery Financial planning and analysis services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial planning and analysis services based in the United States1,207
- Financial planning and analysis services based in Brazil400
- Financial planning and analysis services based in the United Kingdom240
- Financial planning and analysis services based in India228
- Financial planning and analysis services based in Canada166
- Financial planning and analysis services based in Australia147
- Financial planning and analysis services based in France92
- Financial planning and analysis services based in the Netherlands90
- Financial planning and analysis services based in Spain84
- Financial planning and analysis services based in Germany60
- Financial planning and analysis services based in South Africa55
- Financial planning and analysis services based in the United Arab Emirates44
- Financial planning and analysis services based in Israel41
- Financial planning and analysis services based in Switzerland37
- Financial planning and analysis services based in Belgium29
- Financial planning and analysis services based in Sweden26
Cities
- Financial planning and analysis services based in Sao Paulo, Brazil92
- Financial planning and analysis services based in London, United Kingdom70
- Financial planning and analysis services based in New York, United States55
- Financial planning and analysis services based in Toronto, Canada42
- Financial planning and analysis services based in Chicago, United States32
- Financial planning and analysis services based in Denver, United States30
- Financial planning and analysis services based in Los Angeles, United States28
- Financial planning and analysis services based in Paris, France27
Questions about this company list
What does Exact match mean for financial planning and analysis services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning and analysis services did RevenueBase find worldwide?
The saved snapshot records 4,753 matching company records, 20,269 tracked contacts and 4,292 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial planning and analysis services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/financial-planning-and-analysis-services.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 financial planning and analysis services worldwide
RevenueBase records 4,753 matching company records for financial planning and analysis services worldwide, with 20,269 tracked contacts and 4,292 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning and analysis services worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Vena Solutionsvenasolutions.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 774 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Datarailsdatarails.com HQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 421 contacts → |
“Datarails is the AI finance operating system for finance teams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Accounting Officeac-office.it HQ: Monopoli, ItalyReported employees: Not recorded | Monopoli, Italy | Not recorded | Exact match | 270 contacts → |
“La nostra mission è dar voce ai numeri.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Coastal Wealthmycoastalwealth.com HQ: Fort Lauderdale, FL, United StatesReported employees: 51-200 | Fort Lauderdale, FL, United States | 51-200 | Exact match | 257 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | DNA Growthdnagrowth.com HQ: Bay, CA, United StatesReported employees: 51-200 | Bay, CA, United States | 51-200 | Exact match | 230 contacts → |
“We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Altium Türkiyealtium.net HQ: İstanbul, TürkiyeReported employees: 51-200 | İstanbul, Türkiye | 51-200 | Exact match | 186 contacts → |
“Gelecek İçin Doğru Analiz True Analysis for the Future” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Finance & Accounting For Businessfabaccounts.com HQ: Rushden, United KingdomReported employees: Not recorded | Rushden, United Kingdom | Not recorded | Exact match | 165 contacts → |
“For your business to succeed.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Clearwater Wealth Managementclearwaterwm.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 164 contacts → |
“Since 2005, we've been helping people make sense of their money and feel more confident about what lies ahead.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Synfiny Advisorssynfiny.com HQ: Cincinnati, OH, United StatesReported employees: 201-500 | Cincinnati, OH, United States | 201-500 | Exact match | 157 contacts → |
“We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Inplenioninplenion.com HQ: Carouge, SwitzerlandReported employees: 201-500 | Carouge, Switzerland | 201-500 | Exact match | 129 contacts → |
“We are the driving force that transforms your corporate performance management processes into best in class success stories.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | ALEPHgetaleph.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 109 contacts → |
“Aleph helps top finance teams work with their data in real time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Latin Securities Argentinalatinsecurities.ar HQ: Buenos Aires, ArgentinaReported employees: 11-50 | Buenos Aires, Argentina | 11-50 | Exact match | 100 contacts → |
“AR Partners es hoy Latin Securities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Grupo Abaxgrupoabax.com HQ: Comuna 13, ArgentinaReported employees: 11-50 | Comuna 13, Argentina | 11-50 | Exact match | 98 contacts → |
“Soluciones Financieras Eficientes En el mundo de las finanzas decidir es más fácil con ayuda.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Quilter Cheviotquiltercheviot.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 87 contacts → |
“Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Visea Consultingviseaconsulting.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 75 contacts → |
“A leading player in financial consulting and the integration of consolidation, reporting, and budgeting systems, VISEA Consulting has been supporting the Finance and IT…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Crew Financethefinancecrew.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 63 contacts → |
“Crew supports high-growth businesses with management accounting, CFO, FP & A and HR services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finance In A BOXfinanceinabox.com HQ: San Jose, United StatesReported employees: 51-200 | San Jose, United States | 51-200 | Exact match | 62 contacts → |
“About: Most scaling companies don’t fail from lack of revenue, but from finance systems that can’t scale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Mokotów, PolandReported employees: 51-200 | Mokotów, Poland | 51-200 | Exact match | 56 contacts → |
“Corporate Performance Management Leaders Incube provides state-of-the-art services and solutions to improve the FP & A processes in your organization.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Laabdhi Outsource India Services Pvt.Ltdlaabdhi.com HQ: Ghatkoper (w), IndiaReported employees: 51-200 | Ghatkoper (w), India | 51-200 | Exact match | 54 contacts → |
“Laabdhi is a Financial Outsourcing firm that understands the importance of delivering timely and reliable financial planning and financial analysis solution for the smooth and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | The CFO Centre USAcfocentre.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 53 contacts → |
“The CFO Centre provides CFO services to small & medium sized enterprises on a fractional basis.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Universal Retirementuniret.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 51 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Ahmedabad, IndiaReported employees: 51-200 | Ahmedabad, India | 51-200 | Exact match | 51 contacts → |
“We are proud to be part of the Navigate team, with a presence in Australia and New Zealand as well as here in India.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Excelbergexcelberg.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 50 contacts → |
“Excelberg is a new financial advisory and consultancy firm based in Bangalore.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Crescento Consultoria Financeiracrescento.com.br HQ: Juiz De Fora, BrazilReported employees: 11-50 | Juiz De Fora, Brazil | 11-50 | Exact match | 48 contacts → |
“Decisões financeiras precisam de segurança e previsibilidade.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | JIRAVjirav.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 47 contacts → |
“Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 4,753 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial planning and analysis services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
4,729 records in the displayed employee bands.
24 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 4,753 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial planning and analysis services by location
24 lists · largest firstEvery Financial planning and analysis services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial planning and analysis services based in the United States1,207
- Financial planning and analysis services based in Brazil400
- Financial planning and analysis services based in the United Kingdom240
- Financial planning and analysis services based in India228
- Financial planning and analysis services based in Canada166
- Financial planning and analysis services based in Australia147
- Financial planning and analysis services based in France92
- Financial planning and analysis services based in the Netherlands90
- Financial planning and analysis services based in Spain84
- Financial planning and analysis services based in Germany60
- Financial planning and analysis services based in South Africa55
- Financial planning and analysis services based in the United Arab Emirates44
- Financial planning and analysis services based in Israel41
- Financial planning and analysis services based in Switzerland37
- Financial planning and analysis services based in Belgium29
- Financial planning and analysis services based in Sweden26
Cities
- Financial planning and analysis services based in Sao Paulo, Brazil92
- Financial planning and analysis services based in London, United Kingdom70
- Financial planning and analysis services based in New York, United States55
- Financial planning and analysis services based in Toronto, Canada42
- Financial planning and analysis services based in Chicago, United States32
- Financial planning and analysis services based in Denver, United States30
- Financial planning and analysis services based in Los Angeles, United States28
- Financial planning and analysis services based in Paris, France27
Questions about this company list
What does Exact match mean for financial planning and analysis services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning and analysis services did RevenueBase find worldwide?
The saved snapshot records 4,753 matching company records, 20,269 tracked contacts and 4,292 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 financial planning and analysis services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/financial-planning-and-analysis-services.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗