Company lists · Data refreshed September 2026
Top 16 Financial data consulting firms based in Dallas, United States
RevenueBase identified 53 company matches for financial data consulting firms associated with Dallas, United States as of September 2026 and tracks 1,459 professional contacts across them, including 989 with verified work emails. Across the United States, New York is the largest hub for this category (169 companies); Dallas has 53.
This list covers company matches for financial data 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 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 16 largest financial data consulting firms based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 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 28, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “Welcome to Infinity Management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 8 contacts → | ||||
Exact match “Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “Welcome to Compliability Solutions – your trusted partner for effective compliance solutions and more in the financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 4 contacts → | ||||
Exact match “Ruhter & Reynoldsâ consultants are dedicated to applying financial, economic, and quantitative measures to complex business and legal challenges.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 3 contacts → | ||||
Exact match “Bower & Associates was formed to help business owners capitalize on wealth by employing strategies created over the partners’ many years of experience in this area.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 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 28, 2026 · View company records in RevenueBase | |||||
| 10 | 2 contacts → | ||||
Exact match “MST Accounting and Bookkeeping Services, PLLC specializes in accounting, financial consulting and tax for start-ups and newly acquired businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “Blue Chip specializes in financial and technical consulting for the Government organizations and other Large organizations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “I provide financial consulting services to individuals and families with limited time, interest, or experience in dealing with financial matters.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 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 28, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “At Antega, our mission is simply to uncomplicate the complicated.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Mocata LLC provides financial advisory and consulting services to public and private companies.” 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 16 of 53 financial data consulting firms based in Dallas, United States
See the full list, filter by size, metro and specialty, and access 989 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial data consulting firms based in Dallas, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 53 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 Dallas, 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 989 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 in the United States
- Financial data consulting firms in New York169
- Financial data consulting firms in Houston58
- Financial data consulting firms in Chicago56
- Financial data consulting firms in Atlanta55
- Financial data consulting firms in Los Angeles45
- Financial data consulting firms in Miami41
- Financial data consulting firms in Denver39
- Financial data consulting firms in San Francisco34
- Financial data consulting firms in Austin30
- Financial data consulting firms in Boston28
- Financial data consulting firms in Washington28
- Financial data consulting firms in Tampa26
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 Dallas, United States?
RevenueBase identified 53 company matches for financial data 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 data consulting firms?
New York leads the United States with 169 company records, followed by Houston (58) and Chicago (56). Dallas has 53.
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 989 professional contacts with verified work emails tracked across these 53 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 53 financial data consulting firms based in Dallas, United States. Start with a free account, no credit card.
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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.
More company lists
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- New lists
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Company intelligence · public preview
Top 16 financial data consulting firms based in Dallas, 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 53 matching company records for financial data consulting firms based in Dallas, United States, with 1,459 tracked contacts and 989 verified work emails.
This public preview shows 16 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 16 financial data consulting firms based in Dallas, 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 |  Riveronriveron.comHQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 1,160 contacts → |
“With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Merit Advisors, LLCmeritadvisors.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 128 contacts → |
“Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Finalysizfinalysiz.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 22 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Infinity Management Dallasinfinity-management.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 14 contacts → |
“Welcome to Infinity Management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Everett Advisory Partners, LLCeverettadvisory.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 8 contacts → |
“Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Compliability Solutions LLCcompliabilitysolutions.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 8 contacts → |
“Welcome to Compliability Solutions – your trusted partner for effective compliance solutions and more in the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ruhter & Reynolds, INCrrecon.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 4 contacts → |
“Ruhter & Reynoldsâ consultants are dedicated to applying financial, economic, and quantitative measures to complex business and legal challenges.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Bower And Associates, LLCbowerandassociates.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Bower & Associates was formed to help business owners capitalize on wealth by employing strategies created over the partners’ many years of experience in this area.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Adjunct Partners, LLCadjunctpartners.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  MST Accounting And Bookkeeping Services, Pllcmstcpatx.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“MST Accounting and Bookkeeping Services, PLLC specializes in accounting, financial consulting and tax for start-ups and newly acquired businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Blue Chip Groupbluechipamerica.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Blue Chip specializes in financial and technical consulting for the Government organizations and other Large organizations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Jenny Williams Financial Services LLCjennywilliamsfinancial.comHQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 2 contacts → |
“I provide financial consulting services to individuals and families with limited time, interest, or experience in dealing with financial matters.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Teakwood Advisorsteakwoodadvisors.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 1 contacts → |
“Teakwood Advisors, a leading firm, provides clients with data-driven leadership and visibility into their organizations through financial advisory, business performance…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Antega LLCantega.ioHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“At Antega, our mission is simply to uncomplicate the complicated.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Brandt Financial Services LLCbrandtfinancialservices.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Mocata LLCmocata.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Mocata LLC provides financial advisory and consulting services to public and private companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 53 company matches
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Financial data consulting firms: 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
53 records in the displayed employee bands.
0 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 across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 53 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 consulting firms by metro in the United States
- Financial data consulting firms in New York169
- Financial data consulting firms in Houston58
- Financial data consulting firms in Chicago56
- Financial data consulting firms in Atlanta55
- Financial data consulting firms in Los Angeles45
- Financial data consulting firms in Miami41
- Financial data consulting firms in Denver39
- Financial data consulting firms in San Francisco34
- Financial data consulting firms in Austin30
- Financial data consulting firms in Boston28
- Financial data consulting firms in Washington28
- Financial data consulting firms in Tampa26
Questions about this company list
What does Exact match mean for financial data consulting firms?
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 consulting firms did RevenueBase find based in Dallas, United States?
The saved snapshot records 53 matching company records, 1,459 tracked contacts and 989 verified emails. The public preview displays 16 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 consulting firms by geography
- Financial data consulting firms based in Sydney, Australia
- Financial data consulting firms based in Belo Horizonte, Brazil
- Financial data consulting firms based in Rio De Janeiro, Brazil
- Financial data consulting firms based in Sao Paulo, Brazil
- Financial data consulting firms based in Toronto, Canada
- Financial data consulting firms based in Paris, France
- Financial data consulting firms based in Bangalore, India
- Financial data consulting firms based in Chennai, India
- Financial data consulting firms based in Hyderabad, India
- Financial data consulting firms based in Mumbai, India
- Financial data consulting firms based in New Delhi, India
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Cite this list
RevenueBase Data Team. Top 16 financial data consulting firms based in Dallas, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-data-consulting-firms/united-states/dallas.
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 consulting firms based in Sydney, Australia
- Financial data consulting firms based in Belo Horizonte, Brazil
- Financial data consulting firms based in Rio De Janeiro, Brazil
- Financial data consulting firms based in Sao Paulo, Brazil
- Financial data consulting firms based in Toronto, Canada
- Financial data consulting firms based in Paris, France
Company intelligence · public preview
Top 16 financial data consulting firms based in Dallas, United States
RevenueBase records 53 matching company records for financial data consulting firms based in Dallas, United States, with 1,459 tracked contacts and 989 verified work emails.
This public preview shows 16 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 16 financial data consulting firms based in Dallas, 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 | Riveronriveron.com HQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 1,160 contacts → |
“With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Merit Advisors, LLCmeritadvisors.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 128 contacts → |
“Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Finalysizfinalysiz.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 22 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Infinity Management Dallasinfinity-management.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 14 contacts → |
“Welcome to Infinity Management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Everett Advisory Partners, LLCeverettadvisory.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 8 contacts → |
“Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Compliability Solutions LLCcompliabilitysolutions.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 8 contacts → |
“Welcome to Compliability Solutions – your trusted partner for effective compliance solutions and more in the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ruhter & Reynolds, INCrrecon.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 4 contacts → |
“Ruhter & Reynoldsâ consultants are dedicated to applying financial, economic, and quantitative measures to complex business and legal challenges.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Bower And Associates, LLCbowerandassociates.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Bower & Associates was formed to help business owners capitalize on wealth by employing strategies created over the partners’ many years of experience in this area.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Adjunct Partners, LLCadjunctpartners.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | MST Accounting And Bookkeeping Services, Pllcmstcpatx.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“MST Accounting and Bookkeeping Services, PLLC specializes in accounting, financial consulting and tax for start-ups and newly acquired businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Blue Chip Groupbluechipamerica.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Blue Chip specializes in financial and technical consulting for the Government organizations and other Large organizations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Jenny Williams Financial Services LLCjennywilliamsfinancial.com HQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 2 contacts → |
“I provide financial consulting services to individuals and families with limited time, interest, or experience in dealing with financial matters.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Teakwood Advisorsteakwoodadvisors.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 1 contacts → |
“Teakwood Advisors, a leading firm, provides clients with data-driven leadership and visibility into their organizations through financial advisory, business performance…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Antega LLCantega.io HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“At Antega, our mission is simply to uncomplicate the complicated.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Brandt Financial Services LLCbrandtfinancialservices.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Mocata LLCmocata.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Mocata LLC provides financial advisory and consulting services to public and private companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial data consulting firms: 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
53 records in the displayed employee bands.
0 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 across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 53 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 consulting firms by metro in the United States
- Financial data consulting firms in New York169
- Financial data consulting firms in Houston58
- Financial data consulting firms in Chicago56
- Financial data consulting firms in Atlanta55
- Financial data consulting firms in Los Angeles45
- Financial data consulting firms in Miami41
- Financial data consulting firms in Denver39
- Financial data consulting firms in San Francisco34
- Financial data consulting firms in Austin30
- Financial data consulting firms in Boston28
- Financial data consulting firms in Washington28
- Financial data consulting firms in Tampa26
Questions about this company list
What does Exact match mean for financial data consulting firms?
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 consulting firms did RevenueBase find based in Dallas, United States?
The saved snapshot records 53 matching company records, 1,459 tracked contacts and 989 verified emails. The public preview displays 16 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.
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Cite this list
RevenueBase Data Team. Top 16 financial data consulting firms based in Dallas, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-data-consulting-firms/united-states/dallas.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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