Company lists · Data refreshed September 2026

Top 25 Finance operations consulting firms based in New York, United States

Name: Finance operations consulting firms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 347 companies tracked

RevenueBase identified 347 finance operations consulting firms headquartered in New York, United States as of September 2026 and tracks 10,064 professional contacts across them, including 4,627 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers finance operations consulting firms headquartered in New York, 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 28, 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 28, 2026 86% judged on-target in blind review

347Companies

10,064Contacts tracked

4,627Verified emails

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The 25 largest finance operations consulting firms based in New York, United States

Ranked by team size

Top 25 of 347 finance operations consulting firms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to finance operations 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	KROLL	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 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 28, 2026
2	Perella Weinberg	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	883 contacts →
	Partial evidence “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Source: RevenueBase Database · checked Sep 28, 2026
3	Cedar Management Consulting International	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	155 contacts →
	Partial evidence “Cedar is a global strategy consulting, research, & analytics firm with a 35-year track record & clients across multiple industry sectors.” Source: RevenueBase Database · checked Sep 28, 2026
4	Soho Square Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	142 contacts →
	Partial evidence “Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Source: RevenueBase Database · checked Sep 28, 2026
5	Vertical Relevance	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	129 contacts →
	Strong evidence “Vertical Relevance is an industry-focused consulting firm with deep expertise in financial services and additional regulated industries.” Source: RevenueBase Database · checked Sep 28, 2026
6	Applied Value Group	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	124 contacts →
	Partial evidence “Founded in 1997 by Executive Chairman Bruce Grant and the late Jan Stenbeck, Applied Value Group is a leading global management consulting firm with decades of experience growing…” Source: RevenueBase Database · checked Sep 28, 2026
7	RLN US LLP	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	97 contacts →
	Strong evidence “RLN US LLP is a consulting firm helping clients navigate complex issues related to business operations.” Source: RevenueBase Database · checked Sep 28, 2026
8	Wolters Kluwer Financial & Corporate Compliance	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	n/a	84 contacts →
	Partial evidence “Wolters Kluwer provides expert services and solutions to help financial services and corporate professionals maintain ongoing compliance requirements, increase efficiency and…” Source: RevenueBase Database · checked Sep 28, 2026
9	Reference Point	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	83 contacts →
	Strong evidence “Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
10	Curiousrubik	Indirect evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	49 contacts →
	Indirect evidence “Curious Rubik is a multidisciplinary team of consultants and solution design experts.” Source: RevenueBase Database · checked Sep 28, 2026
11	Quanteam	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	46 contacts →
	Strong evidence “Part of Rainbow Partners Group, Quanteam is an independent Financial Markets consulting company based in France, the UK, the USA, Canada, Switzerland, Belgium, Portugal, Morocco…” Source: RevenueBase Database · checked Sep 28, 2026
12	Lurie, LLP NOW Eisneramper	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	45 contacts →
	Partial evidence “Effective September 16, 2022, Lurie, LLP is now EisnerAmper, and part of one of the largest business consulting firms in the world.” Source: RevenueBase Database · checked Sep 28, 2026
13	SPOKE	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	33 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 28, 2026
14	Finserv Consulting	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	32 contacts →
	Partial evidence “Founded in 2005, FinServ Consulting is a premier management consulting firm specializing in partnering with Alternative Asset Managers and Investment Banks.” Source: RevenueBase Database · checked Sep 28, 2026
15	CFO Squad LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Strong evidence “The CFO Squad is a financial and business consulting firm providing consulting and outsourced CFO services for companies in a wide range of businesses and industries.” Source: RevenueBase Database · checked Sep 28, 2026
16	Fischerjordan	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	28 contacts →
	Indirect evidence “Exchange complexity for clarity.” Source: RevenueBase Database · checked Sep 28, 2026
17	EHS Partners, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Partial evidence “EHS Partners is an independently owned advisory firm with a single focus: leading companies through structured operational performance improvement programs that generate…” Source: RevenueBase Database · checked Sep 28, 2026
18	Vistrada	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	23 contacts →
	Indirect evidence “VISTRADA partners with clients to find, plan, and deliver solutions that generate revenue, streamline costs, and manage risk.” Source: RevenueBase Database · checked Sep 28, 2026
19	AEC Advisors LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial evidence “AEC Advisors provides differentiated investment banking and corporate finance advisory services through strategic insight, unique data, responsiveness, and care to help…” Source: RevenueBase Database · checked Sep 28, 2026
20	Robinhill Senior Advisory Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “Overview Robinhill is a sage team of former professional services partners and industry executives providing high ROI through a collaborative and efficient deployment model.” Source: RevenueBase Database · checked Sep 28, 2026
21	2912 Advisors LP	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Partial evidence “2912 Advisors is a boutique consulting firm offering a broad range of advisory services, including CFO/COO services and a suite of middle and back office functions, to emerging…” Source: RevenueBase Database · checked Sep 28, 2026
22	Zolfo Cooper NOW Alixpartners	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	19 contacts →
	Strong evidence “On November 1, 2018, AlixPartners, the global consulting firm, completed the acquisition of US-based independent financial advisory firm Zolfo Cooper.” Source: RevenueBase Database · checked Sep 28, 2026
23	Traxion Group, INC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Traxion Group is a management consulting firm that specializes in: 1) Business Intelligence 2) Cost Management 3) Process Improvement 4) Project Management From Fortune 100…” Source: RevenueBase Database · checked Sep 28, 2026
24	Auriemma Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect evidence “We are Auriemma.” Source: RevenueBase Database · checked Sep 28, 2026
25	Paladin Solutions Group	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “The Paladin Solutions Group is a Professional Services firm that provides highly Specialized Services to the Financial Services industry and Business Community 1) Core Advisory…” Source: RevenueBase Database · checked Sep 28, 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: finance operations 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 finance operations consulting firms.
Partial evidence: Its own public description names part of finance operations consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name finance operations 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 347 finance operations consulting firms based in New York, United States

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Finance operations consulting firms based in New York, United States at a glance

As of Sep 28, 2026

46.0%Verified-email coverage

29.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

215

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 347 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 finance operations 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 New York, United States whose own description of what they do matches “finance operations 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 finance operations 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 finance operations consulting firms, and records with no verified work email. Companies headquartered outside New York 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, 4,627 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 28, 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.

Finance operations consulting firms 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 finance operations 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 finance operations consulting firms are there based in New York, United States?

RevenueBase identified 347 finance operations consulting firms headquartered in New York, 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?

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

Which city in the United States has the most finance operations consulting firms?

New York leads the United States with 347 headquartered companies, followed by Chicago (172) and Houston (163).

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 4,627 verified decision-maker contacts tracked across these 347 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 28, 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.