Company lists · Data refreshed September 2026

Top 17 Financial analytics consulting firms based in Dallas, United States

RevenueBase identified 52 financial analytics consulting firms headquartered in Dallas, United States as of September 2026 and tracks 1,527 professional contacts across them, including 1,015 with verified work emails and 815 with mobile numbers. Across the United States, New York is the largest hub for this category (170 companies); Dallas has 54.

This list covers financial analytics consulting firms headquartered in Dallas, 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 12, 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 12, 2026 86% judged on-target in blind review
52Companies
1,527Contacts tracked
1,015Verified emails
815Mobile numbers
Explore this list → Free signup · no credit card · 500 free credits

The 17 largest financial analytics consulting firms based in Dallas, United States

Ranked by team size
Top 17 of 52 financial analytics consulting firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 12, 2026. RevenueBase Smart Search rates how each company's information relates to financial analytics consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDallas, TX, United StatesHQ checked Sep 12, 20261,001-5,0001,160 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 12, 2026
2Indirect evidenceDallas, TX, United StatesHQ checked Sep 12, 202651-200121 contacts →

Indirect evidence

“Capitalize helps organizations radically change the way they make decisions.”

Source: RevenueBase Database · checked Sep 12, 2026
3Indirect evidenceDallas, TX, United StatesHQ checked Sep 12, 202651-20060 contacts →

Indirect evidence

“Bright Balance is a globally recognized fractional accounting and finance firm with a diverse leadership team of professionals with extensive experience across a variety of…”

Source: RevenueBase Database · checked Sep 12, 2026
4Partial evidenceDallas, TX, United StatesHQ checked Sep 12, 2026201-50027 contacts →

Partial evidence

“As a data analytics and enterprise planning powerhouse, Polestar Solutions helps its customers bring out the most sophisticated insights from their data in a value-oriented manner.”

Source: RevenueBase Database · checked Sep 12, 2026
5Partial evidenceDallas, TX, United StatesHQ checked Sep 12, 202611-5022 contacts →

Partial evidence

“At Finalysiz, we’re redefining bookkeeping services by combining AI-driven insights and financial advisory with hands-on expertise to help startups and SMEs scale effectively.”

Source: RevenueBase Database · checked Sep 12, 2026
6Partial evidenceDallas, TX, United StatesHQ checked Sep 12, 202611-5021 contacts →

Partial evidence

“Dynamic Support Solutions (DSS) is a professional finance and accounting consulting firm serving public schools and non-profit organizations.”

Source: RevenueBase Database · checked Sep 12, 2026
7Indirect evidenceDallas, TX, United StatesHQ checked Sep 12, 20261-1014 contacts →

Indirect evidence

“Welcome to Infinity Management.”

Source: RevenueBase Database · checked Sep 12, 2026
8Indirect evidenceDallas, TX, United StatesHQ checked Sep 12, 20261-105 contacts →

Indirect evidence

“Are you clear on how to maximize the power of your data for profitable growth?”

Source: RevenueBase Database · checked Sep 12, 2026
9Partial evidenceDallas, TX, United StatesHQ checked Sep 12, 20261-102 contacts →

Partial evidence

“Adjunct Partners, LLC is a boutique advisory firm specializing in aiding emerging and middle-market companies with growth strategies, capital alignment, and financial discipline.”

Source: RevenueBase Database · checked Sep 12, 2026
10Indirect evidenceDallas, United StatesHQ checked Sep 12, 20261-102 contacts →

Indirect evidence

“Breton Advisors is a boutique advisory firm that specializes in helping middle-market businesses improve their performance through a range of services, including Performance…”

Source: RevenueBase Database · checked Sep 12, 2026
11Partial evidenceDallas, TX, United StatesHQ checked Sep 12, 202651-2001 contacts →

Partial evidence

“Teakwood Advisors, a leading firm, provides clients with data-driven leadership and visibility into their organizations through financial advisory, business performance…”

Source: RevenueBase Database · checked Sep 12, 2026
12Indirect evidenceDallas, TX, United StatesHQ checked Sep 12, 20261-101 contacts →

Indirect evidence

“At Antega, our mission is simply to uncomplicate the complicated.”

Source: RevenueBase Database · checked Sep 12, 2026
13Strong evidenceDallas, United StatesHQ checked Sep 12, 20261-101 contacts →

Strong evidence

“Axle Digital Solutions offers comprehensive and proven data analytics consulting services.”

Source: RevenueBase Database · checked Sep 12, 2026
14Indirect evidenceDallas, TX, United StatesHQ checked Sep 12, 20261-101 contacts →

Indirect evidence

“We were founded to help business owners power their finances through unbeatable service offerings & trainings with a strong focus on managing cash flow, increasing profitability…”

Source: RevenueBase Database · checked Sep 12, 2026
15Strong evidenceDallas, TX, United StatesHQ checked Sep 12, 20261-101 contacts →

Strong evidence

“Mocata LLC provides financial advisory and consulting services to public and private companies.”

Source: RevenueBase Database · checked Sep 12, 2026
16Indirect evidenceDallas, TX, United StatesHQ checked Sep 12, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 12, 2026
17Partial evidenceDallas, TX, United StatesHQ checked Sep 12, 20261-101 contacts →

Partial evidence

“Helping small to medium sized companies leverage Data Analytics to generate value and critical business insights.”

Source: RevenueBase Database · checked Sep 12, 2026

Showing 17 of 52 financial analytics consulting firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,015 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial analytics consulting firms based in Dallas, United States at a glance

As of Sep 12, 2026
66.5%Verified-email coverage
53.4%Mobile-number coverage
29.4Average contacts per company
1-10Median size (employees)
Sep 12, 2026Page data refreshed

Companies by employee count

1-10
43
11-50
4
51-200
3
201-500
1
1,001-5,000
1

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 14.0d

Company record updated

Median 49.0d

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 financial analytics 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 Dallas, United States whose own description of what they do matches “financial analytics 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 financial analytics 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 financial analytics consulting firms, and records with no verified work email. Companies headquartered outside Dallas are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 1,015 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 12, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial analytics 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 financial analytics consulting firms are there based in Dallas, United States?

RevenueBase identified 52 financial analytics consulting firms headquartered in Dallas, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city in the United States has the most financial analytics consulting firms?

New York leads the United States with 170 headquartered companies, followed by Chicago (73) and Atlanta (71). Dallas has 54.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,015 verified decision-maker contacts tracked across these 52 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 12, 2026.

Ready to reach these companies? Verified emails and direct dials for all 52 financial analytics consulting firms based in Dallas, United States. Start with a free account, no credit card.

Download this list →

Related lists

About this data

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