Company lists · Data refreshed September 2026

Top 25 Financial strategy consulting firms worldwide

Name: Financial strategy consulting firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 25,839 companies tracked

RevenueBase identified 25,839 financial strategy consulting firms worldwide as of September 2026 and tracks 312,452 professional contacts across them, including 118,008 with verified work emails and 65,092 with mobile numbers. The United States is the largest market and London the largest hub.

This list covers financial strategy consulting firms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 2026. Country and city lists for financial strategy consulting firms follow the table.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review

25,839Companies

312,452Contacts tracked

118,008Verified emails

65,092Mobile numbers

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The 25 largest financial strategy consulting firms worldwide

Ranked by team size

Top 25 of 25,839 financial strategy consulting firms worldwide, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial strategy consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	10001+	20,868 contacts →
	Indirect evidence “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Source: RevenueBase Database · checked Sep 30, 2026
2	Barclays Investment Bank	Strong evidence	New York, NY, United StatesHQ checked Sep 30, 2026	10001+	20,783 contacts →
	Strong evidence “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Source: RevenueBase Database · checked Sep 30, 2026
3	Ey-Parthenon	Partial evidence	London, United KingdomHQ checked Sep 30, 2026	10001+	17,070 contacts →
	Partial evidence “Our unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper.” Source: RevenueBase Database · checked Sep 30, 2026
4	IG Wealth Management	Partial evidence	Winnipeg, MB, CanadaHQ checked Sep 30, 2026	5,001-10,000	6,589 contacts →
	Partial evidence “Experience the true value of advice with IG Wealth Management, where lifelong relationships and industry-leading expertise come together to secure your financial future.” Source: RevenueBase Database · checked Sep 30, 2026
5	KROLL	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	5,001-10,000	6,287 contacts →
	Partial evidence “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Source: RevenueBase Database · checked Sep 30, 2026
6	Rothschild & CO	Partial evidence	Paris, ItalyHQ checked Sep 30, 2026	1,001-5,000	5,161 contacts →
	Partial evidence “Rothschild & Co is one of the world's largest independent financial advisory groups.” Source: RevenueBase Database · checked Sep 30, 2026
7	Itau BBA	Partial evidence	São Paulo, BrazilHQ checked Sep 30, 2026	1,001-5,000	4,707 contacts →
	Partial evidence “Itaú BBA is Latin America's largest corporate investment bank and its part of the Itaú Unibanco group, one of the largest financial conglomerates in the world.” Source: RevenueBase Database · checked Sep 30, 2026
8	L.E.K. Consulting	Indirect evidence	Boston, MA, United StatesHQ checked Sep 30, 2026	1,001-5,000	4,093 contacts →
	Indirect evidence “L.E.K.” Source: RevenueBase Database · checked Sep 30, 2026
9	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	3,912 contacts →
	Partial evidence “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Source: RevenueBase Database · checked Sep 30, 2026
10	Inbursa Grupo Financiero, S.A. DE C.V	Partial evidence	León, MexicoHQ checked Sep 30, 2026	10001+	3,906 contacts →
	Partial evidence “En Grupo Financiero Inbursa estamos comprometidos con México, somos un Grupo Financiero que integra el mejor capital humano para cuidar y hacer crecer de la manera más eficaz el…” Source: RevenueBase Database · checked Sep 30, 2026
11	Evercore	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	3,296 contacts →
	Indirect evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 30, 2026
12	UFF	Indirect evidence	Bois-colombes, FranceHQ checked Sep 30, 2026	501-1,000	2,390 contacts →
	Indirect evidence “Particuliers, chefs d'entreprise, TPE/PME.” Source: RevenueBase Database · checked Sep 30, 2026
13	MLP	Partial evidence	Wiesloch, GermanyHQ checked Sep 30, 2026	1,001-5,000	2,058 contacts →
	Partial evidence “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Source: RevenueBase Database · checked Sep 30, 2026
14	J.S. Held LLC	Indirect evidence	Jericho, NY, PalestineHQ checked Sep 30, 2026	1,001-5,000	1,954 contacts →
	Indirect evidence “J.S.” Source: RevenueBase Database · checked Sep 30, 2026
15	TENEO	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,930 contacts →
	Indirect evidence “Teneo is the global CEO advisory firm.” Source: RevenueBase Database · checked Sep 30, 2026
16	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 30, 2026
17	Captrust	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,768 contacts →
	Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 30, 2026
18	Moelis & Company	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,742 contacts →
	Partial evidence “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Source: RevenueBase Database · checked Sep 30, 2026
19	Rockefeller Capital Management	Indirect evidence	New York, DE, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,663 contacts →
	Indirect evidence “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Source: RevenueBase Database · checked Sep 30, 2026
20	The Siegfried Group	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,573 contacts →
	Partial evidence “We help CFOs and executive teams clarify what matters most, then deliver elite financial talent to make it happen.” Source: RevenueBase Database · checked Sep 30, 2026
21	Wealth Enhancement	Partial evidence	Plymouth, MN, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,516 contacts →
	Partial evidence “In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to…” Source: RevenueBase Database · checked Sep 30, 2026
22	Cerity Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,491 contacts →
	Partial evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 30, 2026
23	Goldman Sachs Ayco	Partial evidence	Cohoes, NY, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,452 contacts →
	Partial evidence “Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Source: RevenueBase Database · checked Sep 30, 2026
24	PJT Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 30, 2026	501-1,000	1,420 contacts →
	Indirect evidence “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Source: RevenueBase Database · checked Sep 30, 2026
25	STOUT	Partial evidence	Chicago, IL, United StatesHQ checked Sep 30, 2026	1,001-5,000	1,345 contacts →
	Partial evidence “Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations.” Source: RevenueBase Database · checked Sep 30, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial strategy consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial strategy consulting firms.
Partial evidence: Its own public description names part of financial strategy consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial strategy consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 25,839 financial strategy consulting firms worldwide

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Financial strategy consulting firms worldwide at a glance

As of Sep 30, 2026

37.8%Verified-email coverage

20.8%Mobile-number coverage

12.1Average contacts per company

1-10Median size (employees)

2.4%Largest-city concentration · London

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

19,656

11-50

4,908

51-200

825

201-500

177

501-1,000

1,001-5,000

5,001-10,000

10001+

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial strategy consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: 32 countries, largest first: the United States, the United Kingdom, Brazil, France, Australia, Germany, Canada, the Netherlands, Spain, Italy and 22 more. Country and city lists for financial strategy consulting firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “financial strategy consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial strategy consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial strategy consulting firms, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 118,008 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 30, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial strategy consulting firms by location

142 lists · largest first

Every Financial strategy consulting firms 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 Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial strategy consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial strategy consulting firms are there worldwide?

RevenueBase identified 25,839 financial strategy consulting firms worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Mercer, headquartered in New York, tops this list with the largest team on record.

Which country has the most financial strategy consulting firms?

The United States leads with 11,282 companies, followed by the United Kingdom (2,011) and Brazil (1,824). Every financial strategy consulting firms list by country and city is linked on this page.

Which city has the most financial strategy consulting firms?

London leads with 621 headquartered companies, followed by Sao Paulo (621) and New York (608).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 118,008 verified decision-maker contacts tracked across these 25,839 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 2026.

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About this data

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