Company lists · Data refreshed October 2026

Top 25 Equity consulting firms based in San Diego, United States

Name: Equity consulting firms based in San Diego, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 58 companies tracked

RevenueBase identified 58 company matches for equity consulting firms associated with San Diego, United States as of October 2026 and tracks 233 professional contacts across them, including 104 with verified work emails. Across the United States, New York is the largest hub for this category (507 companies); San Diego has 58.

This list covers company matches for equity consulting firms associated with San Diego, United States, 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 October 1, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built

58Companies

233Contacts tracked

104Verified emails

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The 25 largest equity consulting firms based in San Diego, United States

Ranked by team size

Top 25 of 58 company matches for equity consulting firms based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Software Equity Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	31 contacts →
	Exact match “Exceeding expectations is our #1 goal.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Exit Consulting Group, INC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	17 contacts →
	Exact match “Growing a business takes vision.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Bainbridge Capital Advisory	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	17 contacts →
	Exact match “Bainbridge Capital is a premiere M&A advisory firm that uses a tech-enabled process to deliver fully qualified off-market deal flow and delivers transactional advice to private…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Wejungo	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	13 contacts →
	Exact match “We are one of California's leading consulting firms, specializing in talent strategy and human capital management solutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Intersection Capital	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	13 contacts →
	Exact match “Intersection Capital provides advisory leadership on equity financing in the $15 -$25M range.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Cabrillo Advisors	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “Cabrillo Advisors provides Business Valuations, Accounting and Strategic Consulting services to middle market companies, emerging growth businesses and high net worth individuals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Taltran Global	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “Taltran combines executive-level transformation expertise with market-leading search and consulting capabilities.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Xpera Group, A Vertex Company	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	51-200	7 contacts →
	Exact match “Xpera Group, a Vertex Company is California's most comprehensive team of construction consultants and real estate advisors for the built environment.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Talent180, LLC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “Since 2018, Talent180 has been the executive search and advisory firm of choice for civil engineering, land surveying, and infrastructure consulting firms seeking to strengthen…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Cm3 Advisory	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “CM3 Advisory is a boutique accounting and advisory firm focused on serving middle-market private companies, independent sponsors, family offices and private equity funds.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	The Magnolia Firm	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	4 contacts →
	Exact match “The Magnolia Firm is an M&A advisory firm built by founders, for founders.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Optimum Comp Advantage OCA	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Optimum Comp Advantage, Inc.(OCA) modernizes the compensation and performance practices of small, high-growth and mid-size companies for today’s workforce.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	The Weigand Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Scaling a consumer brand is rarely a straight line.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Work Empowered	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “For top bankers considering changing jobs: We help them evaluate multiple banks and choose the one that makes the most sense for them.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Shadwell Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Strategy and Corporate Development advisory” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Syndication LAW Group	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “For 40 years we have delivered exceptional legal, strategic and equity placement services for real estate and emerging high and near-tech companies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Enterprising Solutions	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “A management advisory firm, using data and experience to: • Drive Shareholder/Stakeholder value • Develop a vision and its underlying strategy • Ensure execution of that strategy…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Cloudbreak Capital	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	11-50	1 contacts →
	Exact match “Cloudbreak Capital is a global private equity firm, serving clients in several areas including technology, real estate, energy, healthcare, business services, manufacturing…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Ranger Healthcare	Exact match	San Diego, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Dynapo LLC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “No matter which stage you and your business are at, newly launched, holding steady, stalled out, ready to grow, or ready to sell or retire, we can help you gain the maximum…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Marketview	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Selling your privately-held business ($5M-$50M revenue) is one of the most significant transactions of your life.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Hustler Capital LLC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Hustler Capital LLC is a San Diego based firm that focuses on helping its clients through financial consulting, including: Mid Market Debt Underwriting and Placement, M&A…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Arrow UP Partners, LLC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Arrow Up Partners to was established to address the growing number of baby boomers who are interested in selling their middle market business and looking for high multiples upon…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	LAW Offices Of Aric N. Williams	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Most legal problems are not legal problems.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Alex Green Associates LLC	Exact match	San Diego, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Management consulting, executive development and corporate advisory services.” Recorded in the RevenueBase company graph · Oct 1, 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 “equity consulting firms”. 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 58 equity consulting firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 104 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Equity consulting firms based in San Diego, United States at a glance

As of Oct 1, 2026

44.6%Verified-email coverage

4.0Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 58 companies.

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.
What qualifies: Company records associated with San Diego, United States whose business descriptions match “equity consulting firms” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 104 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 October 1, 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.

Equity consulting firms by metro in the United States

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 “equity consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many equity consulting firms are there based in San Diego, United States?

RevenueBase identified 58 company matches for equity consulting firms associated with San Diego, United States as of October 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?

Software Equity Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most equity consulting firms?

New York leads the United States with 507 company records, followed by Chicago (189) and Atlanta (151). San Diego has 58.

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 104 professional contacts with verified work emails tracked across these 58 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 October 1, 2026.

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About this data

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