Company lists · Data refreshed September 2026

Top 25 Financial data consulting firms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 2,310 companies tracked

RevenueBase identified 2,310 company matches for financial data consulting firms associated with the United States as of September 2026 and tracks 20,184 professional contacts across them, including 9,281 with verified work emails. New York is the largest hub.

This list covers company matches for financial data consulting 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 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

2,310Companies

20,184Contacts tracked

9,281Verified emails

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The 25 largest financial data consulting firms based in the United States

Ranked by team size

Top 25 of 2,310 company matches for financial data consulting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	KROLL	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	5,001-10,000	6,287 contacts →
	Exact match “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Riveron	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
3	Datos Insights	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	257 contacts →
	Exact match “Datos Insights is the leading research and advisory partner to the banking, insurance, securities, and payments technology industries-both the financial services firms and the…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Cornerstone Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	201-500	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
5	Research Nester Analytics	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	191 contacts →
	Exact match “Research Nester is a global consulting firm that works with the most aspirational facilitators to define the future market strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Centri	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 28, 2026	201-500	189 contacts →
	Exact match “Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Rapidratings	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	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 28, 2026 · View company records in RevenueBase
8	FI Consulting	Exact match	Arlington, VA, United StatesHQ recorded Sep 28, 2026	51-200	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
9	Synfiny Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	201-500	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
10	Soho Square Solutions	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	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
11	Kruze Consulting	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	134 contacts →
	Exact match “Kruze Consulting is a leading provider of accounting, finance, HR and tax consulting to seed and venture capital funded startups.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Olsen Thielen And Co., LTD	Exact match	St. Paul, MN, United StatesHQ recorded Sep 28, 2026	51-200	133 contacts →
	Exact match “Olsen Thielen & Co, Ltd.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	8020 Consulting	Exact match	Glendale, CA, United StatesHQ recorded Sep 28, 2026	51-200	132 contacts →
	Exact match “MAKE FINANCE & ACCOUNTING YOUR BUSINESS GROWTH ENGINE 8020 is a finance & accounting consulting firm that expertly solves critical enterprise finance challenges.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Merit Advisors, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	51-200	128 contacts →
	Exact match “Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Premier Consulting & Integration	Exact match	Red Bank, NJ, United StatesHQ recorded Sep 28, 2026	51-200	109 contacts →
	Exact match “We Make Your Business Operations Comfortable.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Boston Financial Advisory Group	Exact match	Monroeville, PA, United StatesHQ recorded Sep 28, 2026	51-200	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
17	RLN US LLP	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	97 contacts →
	Exact match “RLN US LLP is a consulting firm helping clients navigate complex issues related to business operations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Seda Experts	Exact match	New York, United StatesHQ recorded Sep 28, 2026	51-200	85 contacts →
	Exact match “SEDA Experts is a financial services consulting firm specializing in disputes and investigations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	LB Carlson, LLP	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	51-200	80 contacts →
	Exact match “Proven perspective, insight and experience to help you achieve your business vision.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Brinker Simpson & Company	Exact match	Media, PA, United StatesHQ recorded Sep 28, 2026	51-200	78 contacts →
	Exact match “Established in 1989, Brinker Simpson & Company, LLC is the region's premier accounting and financial advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Hemming Morse, LLC	Exact match	Concord, CA, United StatesHQ recorded Sep 28, 2026	51-200	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
22	Fits Consulting	Exact match	Denville, NJ, United StatesHQ recorded Sep 28, 2026	51-200	68 contacts →
	Exact match “FITS Consulting, is a leading professional consulting firm, specializing in the financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Sheshunoff Consulting Solutions	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	51-200	59 contacts →
	Exact match “For over 40 years, Sheshunoff Consulting + Solutions has been committed to helping financial institutions manage risk and drive financial improvement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Celent	Exact match	Us, MA, United StatesHQ recorded Sep 28, 2026	51-200	57 contacts →
	Exact match “For over 20 years, Celent has helped senior executives make confident decisions around their technology strategies to execute at scale.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Qualicentric	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	57 contacts →
	Exact match “Your finance team is stretched.” 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 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 25 of 2,310 financial data consulting firms based in the United States

See the full list, filter by size, metro and specialty, and access 9,281 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial data consulting firms based in the United States at a glance

As of Sep 28, 2026

46.0%Verified-email coverage

8.7Average contacts per company

1-10Median size (employees)

7.3%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

1,821

11-50

378

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 2,310 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 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 9,281 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 consulting firms 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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial data consulting firms are there based in the United States?

RevenueBase identified 2,310 company matches for financial data consulting 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?

KROLL tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial data consulting firms?

New York leads with 169 company records, followed by Houston (58) and Chicago (56).

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 9,281 professional contacts with verified work emails tracked across these 2,310 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.

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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.