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 financial data consulting firms headquartered in 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 financial data consulting firms headquartered in the 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 28, 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 28, 2026 86% judged on-target in blind review

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 financial data consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial data 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	KROLL	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	5,001-10,000	6,287 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
2	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,160 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 28, 2026
3	Datos Insights	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	257 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
4	Cornerstone Advisors	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	201-500	256 contacts →
	Partial evidence “For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Source: RevenueBase Database · checked Sep 28, 2026
5	Research Nester Analytics	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	191 contacts →
	Partial evidence “Research Nester is a global consulting firm that works with the most aspirational facilitators to define the future market strategies.” Source: RevenueBase Database · checked Sep 28, 2026
6	Centri	Partial evidence	Philadelphia, PA, United StatesHQ checked Sep 28, 2026	201-500	189 contacts →
	Partial evidence “Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs.” Source: RevenueBase Database · checked Sep 28, 2026
7	Rapidratings	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	187 contacts →
	Partial evidence “RapidRatings® sets the standard for financial health transparency between business partners, transforming the way the world’s leading companies manage enterprise and financial…” Source: RevenueBase Database · checked Sep 28, 2026
8	FI Consulting	Partial evidence	Arlington, VA, United StatesHQ checked Sep 28, 2026	51-200	179 contacts →
	Partial evidence “As sweeping changes in regulation, technology, and markets transform the financial sector, high performing organizations know they can’t stay ahead by standing still.” Source: RevenueBase Database · checked Sep 28, 2026
9	Synfiny Advisors	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	201-500	166 contacts →
	Indirect evidence “We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Source: RevenueBase Database · checked Sep 28, 2026
10	Soho Square Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	142 contacts →
	Partial evidence “Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Source: RevenueBase Database · checked Sep 28, 2026
11	Kruze Consulting	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	134 contacts →
	Partial evidence “Kruze Consulting is a leading provider of accounting, finance, HR and tax consulting to seed and venture capital funded startups.” Source: RevenueBase Database · checked Sep 28, 2026
12	Olsen Thielen And Co., LTD	Indirect evidence	St. Paul, MN, United StatesHQ checked Sep 28, 2026	51-200	133 contacts →
	Indirect evidence “Olsen Thielen & Co, Ltd.” Source: RevenueBase Database · checked Sep 28, 2026
13	8020 Consulting	Partial evidence	Glendale, CA, United StatesHQ checked Sep 28, 2026	51-200	132 contacts →
	Partial evidence “MAKE FINANCE & ACCOUNTING YOUR BUSINESS GROWTH ENGINE 8020 is a finance & accounting consulting firm that expertly solves critical enterprise finance challenges.” Source: RevenueBase Database · checked Sep 28, 2026
14	Merit Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	128 contacts →
	Partial evidence “Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings.” Source: RevenueBase Database · checked Sep 28, 2026
15	Premier Consulting & Integration	Indirect evidence	Red Bank, NJ, United StatesHQ checked Sep 28, 2026	51-200	109 contacts →
	Indirect evidence “We Make Your Business Operations Comfortable.” Source: RevenueBase Database · checked Sep 28, 2026
16	Boston Financial Advisory Group	Strong evidence	Monroeville, PA, United StatesHQ checked Sep 28, 2026	51-200	109 contacts →
	Strong evidence “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Source: RevenueBase Database · checked Sep 28, 2026
17	RLN US LLP	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	97 contacts →
	Partial evidence “RLN US LLP is a consulting firm helping clients navigate complex issues related to business operations.” Source: RevenueBase Database · checked Sep 28, 2026
18	Seda Experts	Strong evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	85 contacts →
	Strong evidence “SEDA Experts is a financial services consulting firm specializing in disputes and investigations.” Source: RevenueBase Database · checked Sep 28, 2026
19	LB Carlson, LLP	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	51-200	80 contacts →
	Indirect evidence “Proven perspective, insight and experience to help you achieve your business vision.” Source: RevenueBase Database · checked Sep 28, 2026
20	Brinker Simpson & Company	Partial evidence	Media, PA, United StatesHQ checked Sep 28, 2026	51-200	78 contacts →
	Partial evidence “Established in 1989, Brinker Simpson & Company, LLC is the region's premier accounting and financial advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
21	Hemming Morse, LLC	Strong evidence	Concord, CA, United StatesHQ checked Sep 28, 2026	51-200	70 contacts →
	Strong evidence “A recognized leader in forensic and financial consulting for more than 60 years.” Source: RevenueBase Database · checked Sep 28, 2026
22	Fits Consulting	Strong evidence	Denville, NJ, United StatesHQ checked Sep 28, 2026	51-200	68 contacts →
	Strong evidence “FITS Consulting, is a leading professional consulting firm, specializing in the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
23	Sheshunoff Consulting Solutions	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	59 contacts →
	Strong evidence “For over 40 years, Sheshunoff Consulting + Solutions has been committed to helping financial institutions manage risk and drive financial improvement.” Source: RevenueBase Database · checked Sep 28, 2026
24	Celent	Indirect evidence	Us, MA, United StatesHQ checked Sep 28, 2026	51-200	57 contacts →
	Indirect evidence “For over 20 years, Celent has helped senior executives make confident decisions around their technology strategies to execute at scale.” Source: RevenueBase Database · checked Sep 28, 2026
25	Qualicentric	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	57 contacts →
	Indirect evidence “Your finance team is stretched.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial data consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial data consulting firms.
Partial evidence: Its own public description names part of financial data consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial data consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 2,310 financial data consulting firms based in the United States

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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)

6.8%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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial data 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 the United States whose own description of what they do matches “financial data 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 data 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 data consulting firms, and records with no verified work email. Companies headquartered outside United States 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, 9,281 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 28, 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.

Financial data consulting firms by metro

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 data 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 data consulting firms are there based in the United States?

RevenueBase identified 2,310 financial data consulting firms headquartered in the 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?

KROLL, headquartered in New York, tops this list with the largest team on record.

Which city has the most financial data consulting firms?

New York leads with 156 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 9,281 verified decision-maker contacts tracked across these 2,310 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 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 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.