Company lists · Data refreshed September 2026
Top 19 Financial data consulting firms based in Houston, United States
RevenueBase identified 58 financial data consulting firms headquartered in Houston, United States as of September 2026 and tracks 179 professional contacts across them, including 69 with verified work emails. Across the United States, New York is the largest hub for this category (156 companies); Houston follows with 58.
This list covers financial data consulting firms headquartered in Houston, 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.
The 19 largest financial data consulting firms based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 27 contacts → | ||||
Indirect evidence “Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 18 contacts → | ||||
Partial evidence “We are an accounting and advisory firm that takes a modern approach to traditional principles of business financial services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 17 contacts → | ||||
Indirect evidence “Accumyn provides independent, objective and insightful expert services to the legal profession, business, governmental entities and individuals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Partial evidence “LCS is a certified public accounting firm providing financial clarity in high-stakes situations - from M&A due diligence to ongoing financial leadership and support.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 11 contacts → | ||||
Indirect evidence “Whether you're looking to start a new business, changing directions, have issues with efficiency or cash flow, or considering an exit, sale or transfer of your business, we can…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Partial evidence “Third Party Resources, Inc.(3PR, Inc.) is a specialized consulting firm that focuses on the unique regulatory compliance and risk management challenges facing banks and other…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 4 contacts → | ||||
Strong evidence “Ashade and Associates LLC is a premier accounting and financial consulting firm dedicated to empowering businesses and individuals with strategic financial insights.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 3 contacts → | ||||
Indirect evidence “Vision To bring the POWER TO SEE FORWARD to every start-up to mid-size private company owner that engages in our services and to create a lifelong relationship with each customer.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2 contacts → | ||||
Partial evidence “Orsak Langner Barthel PLLC is a full-service firm offering a broad range of service including financial accounting, full-spectrum tax preparation, audit, review and compile, and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Strong evidence “Based in Houston, Sabine Financial is a leading financial consulting firm specializing in working with small business owners on growing their current business, real estate, or…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Partial evidence “Sudduth & Company provides CFO services to companies and private equity groups with a focus on troubleshooting, problem-solving, financial planning & analysis (FP & A), mergers &…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Strong evidence “We are a boutique financial consulting firm serving: • companies planning an M&A transaction in the near future, • companies planning to access the Private equity/public markets…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Partial evidence “This firm is committed to learning about your specific financial requirements, providing a complimentary consultation to assess the best course of action, and to provide you with…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence “Crescendo offers professional services to a wide variety of clients looking for a small, nimble team to solve some of their most pressing problems.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “Holly N.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “Helping You Do More of What You Do Well by providing contract CFO, SEC Reporting and M&A services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “The Moran Group's business philosophy reflects a deep-seated belief that value is created by focusing on a few unshakable fundamentals: a clear strategy, solid management…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “Who We Are Experienced professionals who drive profits through information.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Strong evidence “Boutique consulting firm that can help with just about anything from preparing your financial statements to assisting in SEC filings to helping build a control structure and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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 19 of 58 financial data consulting firms based in Houston, United States
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Financial data consulting firms based in Houston, 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 Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 58 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 Houston, 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 Houston 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, 69 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 in the United States
- Financial data consulting firms in New York156
- Financial data consulting firms in Chicago56
- Financial data consulting firms in Atlanta55
- Financial data consulting firms in Dallas53
- 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 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 Houston, United States?
RevenueBase identified 58 financial data consulting firms headquartered in Houston, 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?
Wealth Development Strategies, LLC, headquartered in Houston, tops this list with the largest team on record.
Which city in the United States has the most financial data consulting firms?
New York leads the United States 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 69 verified decision-maker contacts tracked across these 58 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.
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