Company lists · Data refreshed September 2026

Top 22 Corporate finance consultants based in Columbia, United States

RevenueBase identified 31 corporate finance consultants headquartered in Columbia, United States as of September 2026 and tracks 242 professional contacts across them, including 141 with verified work emails. New York is the largest hub.

This list covers corporate finance consultants headquartered in Columbia, 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 19, 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 19, 2026 86% judged on-target in blind review
31Companies
242Contacts tracked
141Verified emails
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The 22 largest corporate finance consultants based in Columbia, United States

Ranked by team size
Top 22 of 31 corporate finance consultants based in Columbia, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to corporate finance consultants: 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
1Strong evidenceColumbia, MD, United StatesHQ checked Sep 19, 202611-5050 contacts →

Strong evidence

“About Evergreen Advisors Evergreen Advisors is a middle-market investment banking and corporate finance firm focused on servicing organizations throughout their financial…”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 202611-5044 contacts →

Indirect evidence

“SC & H Capital is an investment banking and advisory firm specializing in mergers and acquisitions (M&A), employee stock ownership plans (ESOP), distressed M&A, and business…”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 202611-5024 contacts →

Indirect evidence

“Tower Partners is a leading Private Investment Bank and Advisory Firm providing premier service to the middle market.”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceColumbia, MO, United StatesHQ checked Sep 19, 20261-1014 contacts →

Partial evidence

“Our Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceColumbia, MD, United StatesHQ checked Sep 19, 20261-1014 contacts →

Partial evidence

“Knowledge is the key to a successful financial future.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“We believe that the right people, following the right process, can produce the right results.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceColumbia, SC, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“Apogee Equity Partners specializes in transactional Mergers and Acquisitions (M&A) services.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceColumbia, IL, United StatesHQ checked Sep 19, 20261-107 contacts →

Partial evidence

“Navigating the world of financial planning and investing can be overwhelming without trusted guidance.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceColumbia, SC, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“We have been meeting the financial needs of individuals and businesses for over 35 years.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceColumbia, MO, United StatesHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Optimized CFO serves our clients as a trusted financial advisor, with the ultimate goal of providing you with accurate, understandable financial information.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 202611-505 contacts →

Indirect evidence

“You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause near your heart.”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceColumbia, MD, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Our goal is to provide families and business owners with assistance in building their financial freedom.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceColumbia, MO, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“At ORE3, we help you understand your financials and get you the answers and the guidance you've been searching for.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceColumbia, MO, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Hi, I'm Mindy McCubbin and I am the founder and owner of Truman Wealth Advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 202611-502 contacts →

Indirect evidence

“The Darisami Group is an independent consulting platform that provides strategic advisory and transaction execution services to public and private sector clients across Africa…”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceColumbia, SC, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“David and Zach are committed to helping you pursue your long-term financial goals.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceColumbia, MD, United StatesHQ checked Sep 19, 202611-502 contacts →

Indirect evidence

“The Lynch Retirement Investment Group was established by John M.”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceColumbia, MO, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Fletching Capital is a financial services firm focused on valuation, outsourced financial services, and M&A transactions in the lower middle market.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceColumbia, MD, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“We are Marathon Financial, DBA Theus Wealth Advisors, offering broadbased, strategic financial planning; wise, wealth management; risk management and insurance analysis with an…”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceColumbia, SC, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Our goal is to partner alongside your team, casting light upon the value within by providing hands-on financial advisory services, strengthening your financial team and processes…”

Source: RevenueBase Database · checked Sep 19, 2026
21Strong evidenceColumbia, MD, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“MCQ Advisory, a proven, trusted corporate finance consulting firm, specializes in tailored financial solutions that drive growth, optimize operations, and maximize bottom lines.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceColumbia, MD, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“It is our mission at Lim Financial Group to take the stress out of your finances through proper financial planning and help you focus on achieving your dreams.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 22 of 31 corporate finance consultants based in Columbia, United States

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Corporate finance consultants based in Columbia, United States at a glance

As of Sep 19, 2026
58.3%Verified-email coverage
7.8Average contacts per company
1-10Median size (employees)
2222.6%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
9

Email recency for this list is measured across the whole United States list rather than for Columbia, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 31 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 corporate finance consultants, 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 Columbia, United States whose own description of what they do matches “corporate finance consultants”. 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 corporate finance consultants), 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 corporate finance consultants, and records with no verified work email. Companies headquartered outside Columbia 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, 141 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 19, 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.

Corporate finance consultants by metro in the United States

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 corporate finance consultants, 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 corporate finance consultants are there based in Columbia, United States?

RevenueBase identified 31 corporate finance consultants headquartered in Columbia, 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?

Evergreen Advisors, headquartered in Columbia, tops this list with the largest team on record.

Which city has the most corporate finance consultants?

New York leads with 689 headquartered companies, followed by Chicago (187) and Houston (152).

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 141 verified decision-maker contacts tracked across these 31 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 19, 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.