Company lists · Data refreshed September 2026

Top 25 Cash management consulting firms based in the United States

RevenueBase identified 245 cash management consulting firms headquartered in the United States as of September 2026 and tracks 3,746 professional contacts across them, including 1,388 with verified work emails. New York is the largest hub.

This list covers cash management consulting firms headquartered in the United States, 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 27, 2026.

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 27, 2026 86% judged on-target in blind review
245Companies
3,746Contacts tracked
1,388Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest cash management consulting firms based in the United States

Ranked by team size
Top 25 of 245 cash management consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to cash management 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDallas, TX, United StatesHQ checked Sep 27, 20261,001-5,0001,160 contacts →

Indirect evidence

“With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceBuffalo Grove, IL, United StatesHQ checked Sep 27, 2026201-500229 contacts →

Indirect evidence

“GTreasury is now Ripple Treasury.”

Source: RevenueBase Database · checked Sep 27, 2026
3Partial evidenceReston, VA, United StatesHQ checked Sep 27, 202651-200116 contacts →

Partial evidence

“Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator, not just an employee.”

Source: RevenueBase Database · checked Sep 27, 2026
4Partial evidenceMonroeville, PA, United StatesHQ checked Sep 27, 202651-200109 contacts →

Partial evidence

“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.”

Source: RevenueBase Database · checked Sep 27, 2026
5Strong evidenceDenver, CO, United StatesHQ checked Sep 27, 2026201-50074 contacts →

Strong evidence

“Discover the Key to Unlocking Superior Cash Management with our 4-Tiered Approach: Logistics; Cash Management; Compliance; Monitoring.”

Source: RevenueBase Database · checked Sep 27, 2026
6Partial evidenceChicago, IL, United StatesHQ checked Sep 27, 2026201-50051 contacts →

Partial evidence

“Treasury Strategies, a division of Curinos, is the leading consulting firm working with corporations and financial institutions in the areas of treasury, payments and liquidity.”

Source: RevenueBase Database · checked Sep 27, 2026
7Partial evidenceKnoxville, TN, United StatesHQ checked Sep 27, 2026n/a47 contacts →

Partial evidence

“We are Financial Management Consultants that help companies understand how to better manage the financial aspects of their business.”

Source: RevenueBase Database · checked Sep 27, 2026
8Strong evidencePewaukee, WI, United StatesHQ checked Sep 27, 202611-5035 contacts →

Strong evidence

“American Deposit Management is the Modern Cash Solution to optimize excess funds.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 2026201-50033 contacts →

Indirect evidence

“We provide companies the ability to scale through optimizing working capital by identifying processes that can be completed in a more cost-efficient market onshore, nearshore, or…”

Source: RevenueBase Database · checked Sep 27, 2026
10Strong evidencePeachtree City, GA, United StatesHQ checked Sep 27, 202611-5025 contacts →

Strong evidence

“Strategic Treasurer is widely recognized as a top treasury consulting firm, providing advice and implementation assistance in treasury and risk management technologies.”

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceSan Diego, CA, United StatesHQ checked Sep 27, 20261-1023 contacts →

Partial evidence

“Invictus Advisors helps business owners manage and improve their cash flow.in other words we stop the feast and famine of your business from month to month.”

Source: RevenueBase Database · checked Sep 27, 2026
12Strong evidenceWestminster, MD, United StatesHQ checked Sep 27, 202611-5019 contacts →

Strong evidence

“DTS helps merchants, banks, systems, and devices keep tabs on cash with simple & synchronized cash management software.”

Source: RevenueBase Database · checked Sep 27, 2026
13Partial evidenceSouthfield, MI, United StatesHQ checked Sep 27, 202611-5018 contacts →

Partial evidence

“Our Mission is to provide outstanding cash flow enhancement strategies and services to leading businesses in North America, by adding to their bottom line and improving…”

Source: RevenueBase Database · checked Sep 27, 2026
14Strong evidenceMiami, FL, United StatesHQ checked Sep 27, 202611-5018 contacts →

Strong evidence

“We are a financial management consulting firm in downtown Miami, Florida.”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 27, 202651-20016 contacts →

Indirect evidence

“CashFlow Enhancement Group (CFE Group) specializes in helping companies improve working capital through the reduction in DSO (Days Sales Outstanding).”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceTampa, FL, United StatesHQ checked Sep 27, 20261-1014 contacts →

Indirect evidence

“We are a trusted partner for leaders of emerging companies.”

Source: RevenueBase Database · checked Sep 27, 2026
17Strong evidenceNew York, United StatesHQ checked Sep 27, 20261-1012 contacts →

Strong evidence

“Double Rock Corporation is a leading cash management and financial services enterprise.”

Source: RevenueBase Database · checked Sep 27, 2026
18Strong evidenceEvergreen, CO, United StatesHQ checked Sep 27, 20261-1010 contacts →

Strong evidence

“Specializing in financial management consulting for small to mid-sized private and public firms.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceDetroit, MI, United StatesHQ checked Sep 27, 20261-1010 contacts →

Indirect evidence

“At DeNovo Treasury, we empower leaders of community financial institutions entering Commercial and Industrial (C&I) banking with expertise for their strategic investment in…”

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 27, 202651-2009 contacts →

Indirect evidence

“BGW CPA, PLLC helps middle market business owners who are frustrated that their existing CPA is unresponsive and cannot be counted on to help them make money, save money, and stay…”

Source: RevenueBase Database · checked Sep 27, 2026
21Indirect evidenceEdgewood, WA, United StatesHQ checked Sep 27, 202611-507 contacts →

Indirect evidence

“Barnard Howard releases the power of organizations.”

Source: RevenueBase Database · checked Sep 27, 2026
22Partial evidenceMiami, FL, United StatesHQ checked Sep 27, 202611-507 contacts →

Partial evidence

“En STN Consulting nos dedicamos al análisis, desarrollo y puesta en producción de soluciones que aporten valor concreto tanto al manejo de su tesorería como al área financiera de…”

Source: RevenueBase Database · checked Sep 27, 2026
23Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-2006 contacts →

Partial evidence

“Clarity Services Group is a boutique financial services consulting firm headquartered in New York City, mere steps away from Grand Central Station.”

Source: RevenueBase Database · checked Sep 27, 2026
24Partial evidenceCarmel, IN, United StatesHQ checked Sep 27, 202611-506 contacts →

Partial evidence

“Silverback helps organizations increase profits and improve cash flow through strategic expense reduction in non-labor areas.”

Source: RevenueBase Database · checked Sep 27, 2026
25Strong evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-505 contacts →

Strong evidence

“Gilded Capital Group, a cash strategy consulting firm, providing our clients access to a global network of industry specialists dedicated to providing concise solutions for your…”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 245 cash management consulting firms based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,388 reachable decision-makers.

Free signup · no credit card

View the full list →

Cash management consulting firms based in the United States at a glance

As of Sep 27, 2026
37.1%Verified-email coverage
15.3Average contacts per company
1-10Median size (employees)
6.5%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
203
11-50
28
51-200
6
201-500
4
501-1,000
2
1,001-5,000
1
10001+
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 245 companies.

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 cash management 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.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “cash management 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 cash management 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 cash management consulting firms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
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, 1,388 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 27, 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.

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 cash management 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 cash management consulting firms are there based in the United States?

RevenueBase identified 245 cash management consulting firms headquartered in the United States 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?

Riveron, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most cash management consulting firms?

New York leads with 16 headquartered companies, followed by Chicago (8) and Miami (8).

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 1,388 verified decision-maker contacts tracked across these 245 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 27, 2026.

Ready to reach these companies? Verified emails and direct dials for all 245 cash management consulting firms based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

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.