Company lists · Data refreshed September 2026

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

Name: Financial analytics consulting firms based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 12, 2026 52 companies tracked

RevenueBase identified 52 company matches for financial analytics consulting firms associated with 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 company matches for financial analytics consulting firms associated with Dallas, 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 12, 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 Sep 12, 2026 How this list was built

52Companies

1,527Contacts tracked

1,015Verified emails

815Mobile numbers

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

Ranked by team size

Top 17 of 52 company matches for financial analytics consulting firms based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 12, 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	Riveron	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	1,001-5,000	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 12, 2026 · View company records in RevenueBase
2	Capitalize Analytics	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	51-200	121 contacts →
	Exact match “Capitalize helps organizations radically change the way they make decisions.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
3	Bright Balance	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	51-200	60 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
4	Polestar Solutions & Services	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	201-500	27 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
5	Finalysiz	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	11-50	22 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
6	Dynamic Support Solutions	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	11-50	21 contacts →
	Exact match “Dynamic Support Solutions (DSS) is a professional finance and accounting consulting firm serving public schools and non-profit organizations.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
7	Infinity Management Dallas	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	1-10	14 contacts →
	Exact match “Welcome to Infinity Management.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
8	Beyond Measure LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	1-10	5 contacts →
	Exact match “Are you clear on how to maximize the power of your data for profitable growth?” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
9	Adjunct Partners, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	1-10	2 contacts →
	Exact match “Adjunct Partners, LLC is a boutique advisory firm specializing in aiding emerging and middle-market companies with growth strategies, capital alignment, and financial discipline.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
10	Breton Advisors	Exact match	Dallas, United StatesHQ recorded Sep 12, 2026	1-10	2 contacts →
	Exact match “Breton Advisors is a boutique advisory firm that specializes in helping middle-market businesses improve their performance through a range of services, including Performance…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
11	Teakwood Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	51-200	1 contacts →
	Exact match “Teakwood Advisors, a leading firm, provides clients with data-driven leadership and visibility into their organizations through financial advisory, business performance…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
12	Antega LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	1-10	1 contacts →
	Exact match “At Antega, our mission is simply to uncomplicate the complicated.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
13	Axle Digital Solutions	Exact match	Dallas, United StatesHQ recorded Sep 12, 2026	1-10	1 contacts →
	Exact match “Axle Digital Solutions offers comprehensive and proven data analytics consulting services.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
14	Enlightened Accounting LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
15	Mocata LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	1-10	1 contacts →
	Exact match “Mocata LLC provides financial advisory and consulting services to public and private companies.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
16	Brandt Financial Services LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
17	Mooresean Engineering & Consulting	Exact match	Dallas, TX, United StatesHQ recorded Sep 12, 2026	1-10	1 contacts →
	Exact match “Helping small to medium sized companies leverage Data Analytics to generate value and critical business insights.” Recorded in the RevenueBase company graph · Sep 12, 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 analytics 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 17 of 52 financial analytics consulting firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 1,015 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

11-50

51-200

201-500

1,001-5,000

Freshness & accuracy

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

Email last verified

Median 14.0d

8570–30

15331–60

361–90

090–180

2180+

Company record updated

Median 49.0d

00–30

1,09131–60

26061–90

8390–180

93180+

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 Dallas, United States whose business descriptions match “financial analytics 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 1,015 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 12, 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.

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

How many financial analytics consulting firms are there based in Dallas, United States?

RevenueBase identified 52 company matches for financial analytics consulting firms associated with Dallas, 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 in the United States has the most financial analytics consulting firms?

New York leads the United States with 170 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 1,015 professional contacts with verified work emails tracked across these 52 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 12, 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.