Company lists · Data refreshed September 2026
Top 25 Financial analysis firms based in the United States
RevenueBase identified 634 company matches for financial analysis firms associated with the United States as of September 2026 and tracks 4,851 professional contacts across them, including 2,435 with verified work emails. New York is the largest hub.
This list covers company matches for financial analysis firms associated with the 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 September 20, 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.
The 25 largest financial analysis firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,160 contacts → | ||||
Exact match “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 349 contacts → | ||||
Exact match “VRC is a full-service, independent, global valuation firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 202 contacts → | ||||
Exact match “M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 187 contacts → | ||||
Exact match “RapidRatings® sets the standard for financial health transparency between business partners, transforming the way the world’s leading companies manage enterprise and financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 175 contacts → | ||||
Exact match “Arcana enables institutional investors to understand their portfolio risks, decompose single stock & book performance, drill into crowding, and isolate their idiosyncratic…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 70 contacts → | ||||
Exact match “A recognized leader in forensic and financial consulting for more than 60 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 62 contacts → | ||||
Exact match “JMI.Ai is a leading provider of on-demand financial research and business analytics services to global corporate and financial institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 53 contacts → | ||||
Exact match “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 49 contacts → | ||||
Exact match “At McQueen Financial Advisors, we empower financial institutions with actionable data and strategic insights.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 49 contacts → | ||||
Exact match “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 45 contacts → | ||||
Exact match “Epsilon Economics, a subsidiary of Epsilon Xi, is a firm of economists and financial analysts specializing in economic analysis, analytics, and strategy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 42 contacts → | ||||
Exact match “HPIS helps decision-makers increase productivity by delegating their analytical tasks to us.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 39 contacts → | ||||
Exact match “Ursus provides the financial services community with the very best in analytics, data solutions, and business services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 38 contacts → | ||||
Exact match “Willamette Management Associates is recognized as a thought leader in the field of business valuation, forensic analysis, and financial opinion services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 37 contacts → | ||||
Exact match “CDS is now part of CrossCountry Consulting.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 34 contacts → | ||||
Exact match “GetMeResearch is a boutique business and financial research firm; our core principles are to serve our clients with ethics, excellence, respect, humility and integrity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 34 contacts → | ||||
Exact match “GLEASON provides specialized financial consulting and economic advisory services to attorneys, corporations, investors, individuals, and many others by analyzing complex financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 34 contacts → | ||||
Exact match “Assists entrepreneurs in maximizing the value of their enterprise by providing value-added professional Sales, Merger, Acquisition, and Financial Services exclusively to the Small…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 31 contacts → | ||||
Exact match “We believe every business deserves professional financial strategy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 27 contacts → | ||||
Exact match “Rhodium Analytics provides high quality, cost-effective financial analysis, research and FP & A support for corporate finance managers, investment banks, private equity firms…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 25 contacts → | ||||
Exact match “Evans Senior Investments [ESI] was founded in 2009 by twin brothers, Jason and Jeremy Stroiman.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 25 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 23 contacts → | ||||
Exact match “About Wilary Winn Founded in 2003, Wilary Winn, LLC provides independent, fee-based, actionable advice to more than 600 financial institutions located across the country…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 20 contacts → | ||||
Exact match “Indago Research is a premium, bespoke provider of research and analytics support services.to Investment Banks, Business Brokers, Private Equity Firms, Family Offices and Wealth…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 19 contacts → | ||||
Exact match “Virtu Global Advisors, LLC is a leading independent merchant-oriented financial and strategic advisory firm established in 2023 to focus on ideating, articulating and enumerating…” Recorded in the RevenueBase company graph · Sep 20, 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 “financial analysis 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 634 financial analysis firms based in the United States
See the full list, filter by size, metro and specialty, and access 2,435 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial analysis firms based in the United States at a glance
As of Sep 20, 2026Companies by employee count
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 634 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 the United States whose business descriptions match “financial analysis 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 2,435 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 September 20, 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.
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 “financial analysis firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial analysis firms are there based in the United States?
RevenueBase identified 634 company matches for financial analysis firms associated with the United States as of September 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?
Riveron tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial analysis firms?
New York leads with 60 company records, followed by Chicago (20) and Houston (16).
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 2,435 professional contacts with verified work emails tracked across these 634 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 September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 634 financial analysis firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial analysis firms by geography
- Financial analysis firms based in Australia
- Financial analysis firms based in Brazil
- Financial analysis firms based in Canada
- Financial analysis firms based in France
- Financial analysis firms based in Germany
- Financial analysis firms based in India
- Financial analysis firms based in Israel
- Financial analysis firms based in Italy
- Financial analysis firms based in Mexico
- Financial analysis firms based in the Netherlands
- Financial analysis firms based in Poland
- Financial analysis firms based in South Africa
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial analysis firms based in Australia
- Financial analysis firms based in Brazil
- Financial analysis firms based in Canada
- Financial analysis firms based in France
- Financial analysis firms based in Germany
- Financial analysis firms based in India
Company intelligence · public preview
Top 25 financial analysis firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 634 matching company records for financial analysis firms based in the United States, with 4,851 tracked contacts and 2,435 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial analysis firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Riveronriveron.comHQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 1,160 contacts → |
“With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  VRC Valuation Research Corporationvaluationresearch.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 349 contacts → |
“VRC is a full-service, independent, global valuation firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  M Sciencemscience.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 202 contacts → |
“M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Rapidratingsrapidratings.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 187 contacts → |
“RapidRatings® sets the standard for financial health transparency between business partners, transforming the way the world’s leading companies manage enterprise and financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Arcanaarcana.ioHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 175 contacts → |
“Arcana enables institutional investors to understand their portfolio risks, decompose single stock & book performance, drill into crowding, and isolate their idiosyncratic…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Hemming Morse, LLChemming.comHQ: Concord, CA, United StatesReported employees: 51-200 | Concord, CA, United States | 51-200 | Exact match | 70 contacts → |
“A recognized leader in forensic and financial consulting for more than 60 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  jmi.aijmi.aiHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 62 contacts → |
“JMI.Ai is a leading provider of on-demand financial research and business analytics services to global corporate and financial institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Houlihan Capitalhoulihancapital.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 53 contacts → |
“Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Mcqueen Financial Advisorsm-f-a.comHQ: Clawson, MI, United StatesReported employees: 51-200 | Clawson, MI, United States | 51-200 | Exact match | 49 contacts → |
“At McQueen Financial Advisors, we empower financial institutions with actionable data and strategic insights.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Versailles Group, LTDversaillesgroup.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 49 contacts → |
“Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Epsilon Economicsepsiloneconomics.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 45 contacts → |
“Epsilon Economics, a subsidiary of Epsilon Xi, is a firm of economists and financial analysts specializing in economic analysis, analytics, and strategy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Hyde Park Investment Services, INChpisinc.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 42 contacts → |
“HPIS helps decision-makers increase productivity by delegating their analytical tasks to us.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ursus Holdings, LLCursusholdings.comHQ: Arlington, TX, United StatesReported employees: 51-200 | Arlington, TX, United States | 51-200 | Exact match | 39 contacts → |
“Ursus provides the financial services community with the very best in analytics, data solutions, and business services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Willamette Management Associateswillamette.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 38 contacts → |
“Willamette Management Associates is recognized as a thought leader in the field of business valuation, forensic analysis, and financial opinion services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  CDScrosscountry-consulting.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 37 contacts → |
“CDS is now part of CrossCountry Consulting.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Getmeresearchgetmeresearch.comHQ: Burlingame, CA, United StatesReported employees: 11-50 | Burlingame, CA, United States | 11-50 | Exact match | 34 contacts → |
“GetMeResearch is a boutique business and financial research firm; our core principles are to serve our clients with ethics, excellence, respect, humility and integrity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Gleasongleasonexperts.comHQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 34 contacts → |
“GLEASON provides specialized financial consulting and economic advisory services to attorneys, corporations, investors, individuals, and many others by analyzing complex financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Executive Business Brokersexecbb.com HQ: Union, NJ, United StatesReported employees: 11-50 | Union, NJ, United States | 11-50 | Exact match | 34 contacts → |
“Assists entrepreneurs in maximizing the value of their enterprise by providing value-added professional Sales, Merger, Acquisition, and Financial Services exclusively to the Small…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Cfosharecfoshare.orgHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 31 contacts → |
“We believe every business deserves professional financial strategy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Rhodium Analytics INCrhodiumanalytics.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 27 contacts → |
“Rhodium Analytics provides high quality, cost-effective financial analysis, research and FP & A support for corporate finance managers, investment banks, private equity firms…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Evans Senior Investments ESIevanssenior.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 25 contacts → |
“Evans Senior Investments [ESI] was founded in 2009 by twin brothers, Jason and Jeremy Stroiman.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Summit Ridge Group, LLCsummitridgegroup.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 25 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  Wilary Winnwilwinn.comHQ: Oakdale, MN, United StatesReported employees: 11-50 | Oakdale, MN, United States | 11-50 | Exact match | 23 contacts → |
“About Wilary Winn Founded in 2003, Wilary Winn, LLC provides independent, fee-based, actionable advice to more than 600 financial institutions located across the country…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Indago Researchindago-research.com HQ: Bellevue, WA, United StatesReported employees: 11-50 | Bellevue, WA, United States | 11-50 | Exact match | 20 contacts → |
“Indago Research is a premium, bespoke provider of research and analytics support services.to Investment Banks, Business Brokers, Private Equity Firms, Family Offices and Wealth…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Virtu Globalvirtu-global.com HQ: Los Angeles, NY, United StatesReported employees: 11-50 | Los Angeles, NY, United States | 11-50 | Exact match | 19 contacts → |
“Virtu Global Advisors, LLC is a leading independent merchant-oriented financial and strategic advisory firm established in 2023 to focus on ideating, articulating and enumerating…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 634 company matches
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Financial analysis firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
630 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 634 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial analysis firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial analysis firms did RevenueBase find based in the United States?
The saved snapshot records 634 matching company records, 4,851 tracked contacts and 2,435 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial analysis firms by geography
- Financial analysis firms based in Australia
- Financial analysis firms based in Brazil
- Financial analysis firms based in Canada
- Financial analysis firms based in France
- Financial analysis firms based in Germany
- Financial analysis firms based in India
- Financial analysis firms based in Israel
- Financial analysis firms based in Italy
- Financial analysis firms based in Mexico
- Financial analysis firms based in the Netherlands
- Financial analysis firms based in Poland
- Financial analysis firms based in South Africa
Cite this list
RevenueBase Data Team. Top 25 financial analysis firms based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-analysis-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial analysis firms based in Australia
- Financial analysis firms based in Brazil
- Financial analysis firms based in Canada
- Financial analysis firms based in France
- Financial analysis firms based in Germany
- Financial analysis firms based in India
Company intelligence · public preview
Top 25 financial analysis firms based in the United States
RevenueBase records 634 matching company records for financial analysis firms based in the United States, with 4,851 tracked contacts and 2,435 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial analysis firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Riveronriveron.com HQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 1,160 contacts → |
“With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | VRC Valuation Research Corporationvaluationresearch.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 349 contacts → |
“VRC is a full-service, independent, global valuation firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | M Sciencemscience.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 202 contacts → |
“M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Rapidratingsrapidratings.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 187 contacts → |
“RapidRatings® sets the standard for financial health transparency between business partners, transforming the way the world’s leading companies manage enterprise and financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Arcanaarcana.io HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 175 contacts → |
“Arcana enables institutional investors to understand their portfolio risks, decompose single stock & book performance, drill into crowding, and isolate their idiosyncratic…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Hemming Morse, LLChemming.com HQ: Concord, CA, United StatesReported employees: 51-200 | Concord, CA, United States | 51-200 | Exact match | 70 contacts → |
“A recognized leader in forensic and financial consulting for more than 60 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | jmi.aijmi.ai HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 62 contacts → |
“JMI.Ai is a leading provider of on-demand financial research and business analytics services to global corporate and financial institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Houlihan Capitalhoulihancapital.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 53 contacts → |
“Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Mcqueen Financial Advisorsm-f-a.com HQ: Clawson, MI, United StatesReported employees: 51-200 | Clawson, MI, United States | 51-200 | Exact match | 49 contacts → |
“At McQueen Financial Advisors, we empower financial institutions with actionable data and strategic insights.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Versailles Group, LTDversaillesgroup.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 49 contacts → |
“Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Epsilon Economicsepsiloneconomics.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 45 contacts → |
“Epsilon Economics, a subsidiary of Epsilon Xi, is a firm of economists and financial analysts specializing in economic analysis, analytics, and strategy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Hyde Park Investment Services, INChpisinc.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 42 contacts → |
“HPIS helps decision-makers increase productivity by delegating their analytical tasks to us.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ursus Holdings, LLCursusholdings.com HQ: Arlington, TX, United StatesReported employees: 51-200 | Arlington, TX, United States | 51-200 | Exact match | 39 contacts → |
“Ursus provides the financial services community with the very best in analytics, data solutions, and business services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Willamette Management Associateswillamette.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 38 contacts → |
“Willamette Management Associates is recognized as a thought leader in the field of business valuation, forensic analysis, and financial opinion services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | CDScrosscountry-consulting.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 37 contacts → |
“CDS is now part of CrossCountry Consulting.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Getmeresearchgetmeresearch.com HQ: Burlingame, CA, United StatesReported employees: 11-50 | Burlingame, CA, United States | 11-50 | Exact match | 34 contacts → |
“GetMeResearch is a boutique business and financial research firm; our core principles are to serve our clients with ethics, excellence, respect, humility and integrity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Gleasongleasonexperts.com HQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 34 contacts → |
“GLEASON provides specialized financial consulting and economic advisory services to attorneys, corporations, investors, individuals, and many others by analyzing complex financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Executive Business Brokersexecbb.com HQ: Union, NJ, United StatesReported employees: 11-50 | Union, NJ, United States | 11-50 | Exact match | 34 contacts → |
“Assists entrepreneurs in maximizing the value of their enterprise by providing value-added professional Sales, Merger, Acquisition, and Financial Services exclusively to the Small…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cfosharecfoshare.org HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 31 contacts → |
“We believe every business deserves professional financial strategy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Rhodium Analytics INCrhodiumanalytics.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 27 contacts → |
“Rhodium Analytics provides high quality, cost-effective financial analysis, research and FP & A support for corporate finance managers, investment banks, private equity firms…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Evans Senior Investments ESIevanssenior.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 25 contacts → |
“Evans Senior Investments [ESI] was founded in 2009 by twin brothers, Jason and Jeremy Stroiman.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Summit Ridge Group, LLCsummitridgegroup.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 25 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Wilary Winnwilwinn.com HQ: Oakdale, MN, United StatesReported employees: 11-50 | Oakdale, MN, United States | 11-50 | Exact match | 23 contacts → |
“About Wilary Winn Founded in 2003, Wilary Winn, LLC provides independent, fee-based, actionable advice to more than 600 financial institutions located across the country…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Indago Researchindago-research.com HQ: Bellevue, WA, United StatesReported employees: 11-50 | Bellevue, WA, United States | 11-50 | Exact match | 20 contacts → |
“Indago Research is a premium, bespoke provider of research and analytics support services.to Investment Banks, Business Brokers, Private Equity Firms, Family Offices and Wealth…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Virtu Globalvirtu-global.com HQ: Los Angeles, NY, United StatesReported employees: 11-50 | Los Angeles, NY, United States | 11-50 | Exact match | 19 contacts → |
“Virtu Global Advisors, LLC is a leading independent merchant-oriented financial and strategic advisory firm established in 2023 to focus on ideating, articulating and enumerating…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial analysis firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
630 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 634 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial analysis firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial analysis firms did RevenueBase find based in the United States?
The saved snapshot records 634 matching company records, 4,851 tracked contacts and 2,435 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial analysis firms based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-analysis-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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