Company lists · Data refreshed September 2026
Top 25 Financial data consultancies based in the United States
RevenueBase identified 1,106 company matches for financial data consultancies associated with the United States as of September 2026 and tracks 6,997 professional contacts across them, including 2,216 with verified work emails. New York is the largest hub.
This list covers company matches for financial data consultancies 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 28, 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 data consultancies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 759 contacts → | ||||
Exact match “SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 256 contacts → | ||||
Exact match “For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 198 contacts → | ||||
Exact match “We believe that embracing complexity can lead to innovative simplicity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 179 contacts → | ||||
Exact match “As sweeping changes in regulation, technology, and markets transform the financial sector, high performing organizations know they can’t stay ahead by standing still.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 166 contacts → | ||||
Exact match “We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 142 contacts → | ||||
Exact match “Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 116 contacts → | ||||
Exact match “Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator, not just an employee.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 109 contacts → | ||||
Exact match “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 98 contacts → | ||||
Exact match “CFO Solutions was founded by industry professionals with expertise as software developers, “Big 4” consultants, and Corporate Controller/CPAs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 82 contacts → | ||||
Exact match “The RWC Group is a leading provider of top tier consulting, expert manpower and compliance services to the premier financial institutions, financial technology companies, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 79 contacts → | ||||
Exact match “ASB Resources has spent the last 20 years consulting Fortune 500 companies and transforming organizations in private and government sectors by offering solutions in the areas of…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 76 contacts → | ||||
Exact match “Performalytic Corp, headquartered in Naperville, IL, is a leading implementer and thought leader of Analytics and Business Intelligence solutions for many Fortune500 companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 70 contacts → | ||||
Exact match “A recognized leader in forensic and financial consulting for more than 60 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 63 contacts → | ||||
Exact match “MindStream Analytics is a leading Enterprise Performance Management (EPM) and Corporate Performance Management (CPM) consulting and managed services firm dedicated to helping…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 56 contacts → | ||||
Exact match “We are now Acclarity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 55 contacts → | ||||
Exact match “The Oakleaf Group is a nationwide consulting and advisory firm for the mortgage and structured finance industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 53 contacts → | ||||
Exact match “Financial industry expertise.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 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 28, 2026 · View company records in RevenueBase | |||||
| 19 | 47 contacts → | ||||
Exact match “More than data.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 42 contacts → | ||||
Exact match “FLOYD ADVISORY is a consulting firm providing financial and accounting expertise in areas of SEC reporting, transaction advisory, investigations and compliance, valuation and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 41 contacts → | ||||
Exact match “SPRCHRGR (pronounced "supercharger") was built to address a challenge that many growing businesses face, they are underutilizing their numbers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 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 28, 2026 · View company records in RevenueBase | |||||
| 23 | 37 contacts → | ||||
Exact match “CDS is now part of CrossCountry Consulting.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 37 contacts → | ||||
Exact match “Data Products * Managed Services * Consulting” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 37 contacts → | ||||
Exact match “Based in Pasadena, CA, JNN Group is a Data Governance, Risk Management, Compliance, and Analytics Consulting Firm.” Recorded in the RevenueBase company graph · Sep 28, 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 data consultancies”. 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 1,106 financial data consultancies based in the United States
See the full list, filter by size, metro and specialty, and access 2,216 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial data consultancies based in the United States at a glance
As of Sep 28, 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 1,106 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 data consultancies” 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 2,216 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 28, 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 data consultancies by metro
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 data consultancies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial data consultancies are there based in the United States?
RevenueBase identified 1,106 company matches for financial data consultancies 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?
Boston Financial Data Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial data consultancies?
New York leads with 64 company records, followed by Chicago (33) and Houston (33).
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 2,216 professional contacts with verified work emails tracked across these 1,106 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,106 financial data consultancies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial data consultancies by geography
- Financial data consultancies based in Sydney, Australia
- Financial data consultancies based in Rio De Janeiro, Brazil
- Financial data consultancies based in Toronto, Canada
- Financial data consultancies based in Paris, France
- Financial data consultancies based in Mumbai, India
- Financial data consultancies based in New Delhi, India
- Financial data consultancies based in Dubai, United Arab Emirates
- Financial data consultancies based in London, United Kingdom
- Financial data consultancies based in Chicago, United States
- Financial data consultancies based in Houston, United States
- Financial data consultancies based in New York, United States
- Financial data consultancies based in Australia
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 data consultancies based in Sydney, Australia
- Financial data consultancies based in Rio De Janeiro, Brazil
- Financial data consultancies based in Toronto, Canada
- Financial data consultancies based in Paris, France
- Financial data consultancies based in Mumbai, India
- Financial data consultancies based in New Delhi, India
Company intelligence · public preview
Top 25 financial data consultancies 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 1,106 matching company records for financial data consultancies based in the United States, with 6,997 tracked contacts and 2,216 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 28, 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 data consultancies 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 |  Boston Financial Data Servicesdstsystems.comHQ: Kansas City, MO, United StatesReported employees: 10001+ | Kansas City, MO, United States | 10001+ | Exact match | 759 contacts → |
“SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Cornerstone Advisorscrnrstone.comHQ: Scottsdale, AZ, United StatesReported employees: 201-500 | Scottsdale, AZ, United States | 201-500 | Exact match | 256 contacts → |
“For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Nextera Analyticsnexteraenergyresources.comHQ: St. Paul, MN, United StatesReported employees: 51-200 | St. Paul, MN, United States | 51-200 | Exact match | 198 contacts → |
“We believe that embracing complexity can lead to innovative simplicity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  FI Consultingficonsulting.comHQ: Arlington, VA, United StatesReported employees: 51-200 | Arlington, VA, United States | 51-200 | Exact match | 179 contacts → |
“As sweeping changes in regulation, technology, and markets transform the financial sector, high performing organizations know they can’t stay ahead by standing still.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Synfiny Advisorssynfiny.comHQ: Cincinnati, OH, United StatesReported employees: 201-500 | Cincinnati, OH, United States | 201-500 | Exact match | 166 contacts → |
“We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Soho Square Solutionssohosquaresolutions.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 142 contacts → |
“Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Actualize Consultingactualizeconsulting.comHQ: Reston, VA, United StatesReported employees: 51-200 | Reston, VA, United States | 51-200 | Exact match | 116 contacts → |
“Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator, not just an employee.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Boston Financial Advisory Groupbostonfagroup.comHQ: Monroeville, PA, United StatesReported employees: 51-200 | Monroeville, PA, United States | 51-200 | Exact match | 109 contacts → |
“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  CFO Solutionscfosolutions.comHQ: Amherst, MA, United StatesReported employees: 51-200 | Amherst, MA, United States | 51-200 | Exact match | 98 contacts → |
“CFO Solutions was founded by industry professionals with expertise as software developers, “Big 4” consultants, and Corporate Controller/CPAs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  The RWC Grouptherwcgroup.comHQ: Fort Worth, TX, United StatesReported employees: 51-200 | Fort Worth, TX, United States | 51-200 | Exact match | 82 contacts → |
“The RWC Group is a leading provider of top tier consulting, expert manpower and compliance services to the premier financial institutions, financial technology companies, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  ASB Resourcesasbresources.comHQ: Princeton, NJ, United StatesReported employees: 51-200 | Princeton, NJ, United States | 51-200 | Exact match | 79 contacts → |
“ASB Resources has spent the last 20 years consulting Fortune 500 companies and transforming organizations in private and government sectors by offering solutions in the areas of…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Performalytic Corpperformalytic.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 76 contacts → |
“Performalytic Corp, headquartered in Naperville, IL, is a leading implementer and thought leader of Analytics and Business Intelligence solutions for many Fortune500 companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mindstream Analyticsmindstreamanalytics.comHQ: Cheyenne, WY, United StatesReported employees: 51-200 | Cheyenne, WY, United States | 51-200 | Exact match | 63 contacts → |
“MindStream Analytics is a leading Enterprise Performance Management (EPM) and Corporate Performance Management (CPM) consulting and managed services firm dedicated to helping…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Kaiser Consulting Your Accounting And Compliance Partneracclaritygroup.comHQ: Powell, OH, United StatesReported employees: 51-200 | Powell, OH, United States | 51-200 | Exact match | 56 contacts → |
“We are now Acclarity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  The Oakleaf Groupoakleaf.comHQ: Bethesda, MD, United StatesReported employees: 51-200 | Bethesda, MD, United States | 51-200 | Exact match | 55 contacts → |
“The Oakleaf Group is a nationwide consulting and advisory firm for the mortgage and structured finance industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Young & Associates, INCyounginc.comHQ: Kent, OH, United StatesReported employees: 11-50 | Kent, OH, United States | 11-50 | Exact match | 53 contacts → |
“Financial industry expertise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Trident Technologiestridenttechnologies.netHQ: Huntsville, AL, United StatesReported employees: 201-500 | Huntsville, AL, United States | 201-500 | Exact match | 47 contacts → |
“More than data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Floyd Advisory LLCfloydadvisory.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 42 contacts → |
“FLOYD ADVISORY is a consulting firm providing financial and accounting expertise in areas of SEC reporting, transaction advisory, investigations and compliance, valuation and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Sprchrgrsprchrgr.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 41 contacts → |
“SPRCHRGR (pronounced "supercharger") was built to address a challenge that many growing businesses face, they are underutilizing their numbers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Alephysalephys.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 37 contacts → |
“Data Products * Managed Services * Consulting” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | JNN Group, INCjnngroup.com HQ: Pasadena, CA, United StatesReported employees: Not recorded | Pasadena, CA, United States | Not recorded | Exact match | 37 contacts → |
“Based in Pasadena, CA, JNN Group is a Data Governance, Risk Management, Compliance, and Analytics Consulting Firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,106 company matches
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Financial data consultancies: dataset insights
September 28, 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
1,104 records in the displayed employee bands.
2 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 1,106 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 28, 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 ↗
Financial data consultancies by metro
Questions about this company list
What does Exact match mean for financial data consultancies?
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 data consultancies did RevenueBase find based in the United States?
The saved snapshot records 1,106 matching company records, 6,997 tracked contacts and 2,216 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 28, 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 data consultancies by geography
- Financial data consultancies based in Sydney, Australia
- Financial data consultancies based in Rio De Janeiro, Brazil
- Financial data consultancies based in Toronto, Canada
- Financial data consultancies based in Paris, France
- Financial data consultancies based in Mumbai, India
- Financial data consultancies based in New Delhi, India
- Financial data consultancies based in Dubai, United Arab Emirates
- Financial data consultancies based in London, United Kingdom
- Financial data consultancies based in Chicago, United States
- Financial data consultancies based in Houston, United States
- Financial data consultancies based in New York, United States
- Financial data consultancies based in Australia
Cite this list
RevenueBase Data Team. Top 25 financial data consultancies based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-data-consultancies/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 data consultancies based in Sydney, Australia
- Financial data consultancies based in Rio De Janeiro, Brazil
- Financial data consultancies based in Toronto, Canada
- Financial data consultancies based in Paris, France
- Financial data consultancies based in Mumbai, India
- Financial data consultancies based in New Delhi, India
Company intelligence · public preview
Top 25 financial data consultancies based in the United States
RevenueBase records 1,106 matching company records for financial data consultancies based in the United States, with 6,997 tracked contacts and 2,216 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 28, 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 data consultancies 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 | Boston Financial Data Servicesdstsystems.com HQ: Kansas City, MO, United StatesReported employees: 10001+ | Kansas City, MO, United States | 10001+ | Exact match | 759 contacts → |
“SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Cornerstone Advisorscrnrstone.com HQ: Scottsdale, AZ, United StatesReported employees: 201-500 | Scottsdale, AZ, United States | 201-500 | Exact match | 256 contacts → |
“For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Nextera Analyticsnexteraenergyresources.com HQ: St. Paul, MN, United StatesReported employees: 51-200 | St. Paul, MN, United States | 51-200 | Exact match | 198 contacts → |
“We believe that embracing complexity can lead to innovative simplicity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | FI Consultingficonsulting.com HQ: Arlington, VA, United StatesReported employees: 51-200 | Arlington, VA, United States | 51-200 | Exact match | 179 contacts → |
“As sweeping changes in regulation, technology, and markets transform the financial sector, high performing organizations know they can’t stay ahead by standing still.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Synfiny Advisorssynfiny.com HQ: Cincinnati, OH, United StatesReported employees: 201-500 | Cincinnati, OH, United States | 201-500 | Exact match | 166 contacts → |
“We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Soho Square Solutionssohosquaresolutions.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 142 contacts → |
“Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Actualize Consultingactualizeconsulting.com HQ: Reston, VA, United StatesReported employees: 51-200 | Reston, VA, United States | 51-200 | Exact match | 116 contacts → |
“Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator, not just an employee.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Boston Financial Advisory Groupbostonfagroup.com HQ: Monroeville, PA, United StatesReported employees: 51-200 | Monroeville, PA, United States | 51-200 | Exact match | 109 contacts → |
“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | CFO Solutionscfosolutions.com HQ: Amherst, MA, United StatesReported employees: 51-200 | Amherst, MA, United States | 51-200 | Exact match | 98 contacts → |
“CFO Solutions was founded by industry professionals with expertise as software developers, “Big 4” consultants, and Corporate Controller/CPAs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The RWC Grouptherwcgroup.com HQ: Fort Worth, TX, United StatesReported employees: 51-200 | Fort Worth, TX, United States | 51-200 | Exact match | 82 contacts → |
“The RWC Group is a leading provider of top tier consulting, expert manpower and compliance services to the premier financial institutions, financial technology companies, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | ASB Resourcesasbresources.com HQ: Princeton, NJ, United StatesReported employees: 51-200 | Princeton, NJ, United States | 51-200 | Exact match | 79 contacts → |
“ASB Resources has spent the last 20 years consulting Fortune 500 companies and transforming organizations in private and government sectors by offering solutions in the areas of…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Performalytic Corpperformalytic.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 76 contacts → |
“Performalytic Corp, headquartered in Naperville, IL, is a leading implementer and thought leader of Analytics and Business Intelligence solutions for many Fortune500 companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mindstream Analyticsmindstreamanalytics.com HQ: Cheyenne, WY, United StatesReported employees: 51-200 | Cheyenne, WY, United States | 51-200 | Exact match | 63 contacts → |
“MindStream Analytics is a leading Enterprise Performance Management (EPM) and Corporate Performance Management (CPM) consulting and managed services firm dedicated to helping…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Kaiser Consulting Your Accounting And Compliance Partneracclaritygroup.com HQ: Powell, OH, United StatesReported employees: 51-200 | Powell, OH, United States | 51-200 | Exact match | 56 contacts → |
“We are now Acclarity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Oakleaf Groupoakleaf.com HQ: Bethesda, MD, United StatesReported employees: 51-200 | Bethesda, MD, United States | 51-200 | Exact match | 55 contacts → |
“The Oakleaf Group is a nationwide consulting and advisory firm for the mortgage and structured finance industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Young & Associates, INCyounginc.com HQ: Kent, OH, United StatesReported employees: 11-50 | Kent, OH, United States | 11-50 | Exact match | 53 contacts → |
“Financial industry expertise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Trident Technologiestridenttechnologies.net HQ: Huntsville, AL, United StatesReported employees: 201-500 | Huntsville, AL, United States | 201-500 | Exact match | 47 contacts → |
“More than data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Floyd Advisory LLCfloydadvisory.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 42 contacts → |
“FLOYD ADVISORY is a consulting firm providing financial and accounting expertise in areas of SEC reporting, transaction advisory, investigations and compliance, valuation and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Sprchrgrsprchrgr.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 41 contacts → |
“SPRCHRGR (pronounced "supercharger") was built to address a challenge that many growing businesses face, they are underutilizing their numbers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Alephysalephys.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 37 contacts → |
“Data Products * Managed Services * Consulting” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | JNN Group, INCjnngroup.com HQ: Pasadena, CA, United StatesReported employees: Not recorded | Pasadena, CA, United States | Not recorded | Exact match | 37 contacts → |
“Based in Pasadena, CA, JNN Group is a Data Governance, Risk Management, Compliance, and Analytics Consulting Firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,106 company matches
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Financial data consultancies: dataset insights
September 28, 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
1,104 records in the displayed employee bands.
2 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 1,106 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 28, 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 ↗
Financial data consultancies by metro
Questions about this company list
What does Exact match mean for financial data consultancies?
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 data consultancies did RevenueBase find based in the United States?
The saved snapshot records 1,106 matching company records, 6,997 tracked contacts and 2,216 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 28, 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 data consultancies by geography
- Financial data consultancies based in Sydney, Australia
- Financial data consultancies based in Rio De Janeiro, Brazil
- Financial data consultancies based in Toronto, Canada
- Financial data consultancies based in Paris, France
- Financial data consultancies based in Mumbai, India
- Financial data consultancies based in New Delhi, India
- Financial data consultancies based in Dubai, United Arab Emirates
- Financial data consultancies based in London, United Kingdom
- Financial data consultancies based in Chicago, United States
- Financial data consultancies based in Houston, United States
- Financial data consultancies based in New York, United States
- Financial data consultancies based in Australia
Cite this list
RevenueBase Data Team. Top 25 financial data consultancies based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-data-consultancies/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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- Financial data consultancies based in Sydney, Australia
- Financial data consultancies based in Rio De Janeiro, Brazil
- Financial data consultancies based in Toronto, Canada
- Financial data consultancies based in Paris, France
- Financial data consultancies based in Mumbai, India
- Financial data consultancies based in New Delhi, India