Company lists · Data refreshed September 2026
Top 25 Financial data consulting firms based in New York, United States
RevenueBase identified 156 company matches for financial data consulting firms associated with New York, United States as of September 2026 and tracks 7,770 professional contacts across them, including 3,793 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for financial data consulting firms associated with New York, 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 consulting firms based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | 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 | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 32 contacts → | ||||
Exact match “Our mission is to deliver unparalleled industry expertise and analytical precision to regulatory consulting.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 31 contacts → | ||||
Exact match “The CFO Squad is a financial and business consulting firm providing consulting and outsourced CFO services for companies in a wide range of businesses and industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 28 contacts → | ||||
Exact match “Our financial expertise.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 25 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 20 contacts → | ||||
Exact match “Quantum FBI is a strategic finance and business intelligence advisory firm that orchestrates finance, technology, and talent to achieve financial clarity, amplify performance…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 17 contacts → | ||||
Exact match “Our mission is to transform how financial services companies grow their market share.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 16 contacts → | ||||
Exact match “Stuart-Lynn Company is the trusted partner behind some of the world’s most celebrated architecture.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 16 contacts → | ||||
Exact match “The Paladin Solutions Group is a Professional Services firm that provides highly Specialized Services to the Financial Services industry and Business Community 1) Core Advisory…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 13 contacts → | ||||
Exact match “OmniMarkets provides quantitative consulting services to the financial industry on valuation and risk topics, focusing on OTC derivatives in an ever-changing environment.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “IMS is a full service financial consulting firm that has been servicing the needs of the financial services community since 1985.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 11 contacts → | ||||
Exact match “Top notch services at reasonable cost RGS Global Advisors has a wealth of internal audit, FDICIA and SOX testing, remediation, consultancy, BSA/AML/OFAC, IT/IS/Cybersecurity &…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “Dragonfly, LLC provides strategy consulting, risk management advisory, as well as investment analysis and modeling.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Drive your business with strategic and analytical fractional CFO Services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Brean Strategic Advisors supports financial institutions with risk analytics and big data projects for use in regulatory reporting (CCAR/DFAST stress tests, RC-O, CECL), committee…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “CP Capital helps financial institutions, investment managers, and data providers leverage data as a competitive edge.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Clarity Services Group is a boutique financial services consulting firm headquartered in New York City, mere steps away from Grand Central Station.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “At MCG, we believe that all securities markets are holistically connected in today’s world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “Gould+Partners is the PR industry source for key profitability benchmarking statistics/insights and successful mergers & acquisitions (M&A) transactions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “Max Profit Advisors is an experienced strategic financial consultancy providing accounting, reporting and compliance services, plus data analytics and growth planning for the…” 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 156 financial data consulting firms based in New York, United States
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Financial data consulting firms based in New York, 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 New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 156 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 New York, 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 3,793 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 Houston58
- 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 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 New York, United States?
RevenueBase identified 156 company matches for financial data consulting firms associated with New York, 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 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).
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 3,793 professional contacts with verified work emails tracked across these 156 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 156 financial data consulting firms based in New York, United States. Start with a free account, no credit card.
Download this list →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
- Financial data consulting firms based in Pune, India
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 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 25 financial data consulting firms based in New York, 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 156 matching company records for financial data consulting firms based in New York, United States, with 7,770 tracked contacts and 3,793 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 consulting firms based in New York, 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 |  KROLLkroll.comHQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 6,287 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Research Nester Analyticsresearchnester.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 191 contacts → |
“Research Nester is a global consulting firm that works with the most aspirational facilitators to define the future market strategies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Rapidratingsrapidratings.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 187 contacts → |
“RapidRatings® sets the standard for financial health transparency between business partners, transforming the way the world’s leading companies manage enterprise and financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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. | |||||
| 5 |  RLN US LLPrlnus.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 97 contacts → |
“RLN US LLP is a consulting firm helping clients navigate complex issues related to business operations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Seda Expertssedaexperts.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 85 contacts → |
“SEDA Experts is a financial services consulting firm specializing in disputes and investigations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Iron Road Partnersironroadpartners.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 32 contacts → |
“Our mission is to deliver unparalleled industry expertise and analytical precision to regulatory consulting.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  CFO Squad LLCcfosquad.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 31 contacts → |
“The CFO Squad is a financial and business consulting firm providing consulting and outsourced CFO services for companies in a wide range of businesses and industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Byte Consultingbyteconsulting.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 28 contacts → |
“Our financial expertise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Summit Ridge Group, LLCsummitridgegroup.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 25 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Quantum FBIquantumfbi.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 20 contacts → |
“Quantum FBI is a strategic finance and business intelligence advisory firm that orchestrates finance, technology, and talent to achieve financial clarity, amplify performance…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  DST Research, Analytics, And Consultingdstsystems.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 17 contacts → |
“Our mission is to transform how financial services companies grow their market share.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Stuart-Lynn Company, INCstuart-lynn.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“Stuart-Lynn Company is the trusted partner behind some of the world’s most celebrated architecture.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Paladin Solutions Grouppaladinsgi.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“The Paladin Solutions Group is a Professional Services firm that provides highly Specialized Services to the Financial Services industry and Business Community 1) Core Advisory…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Omnimarkets LLComnimarkets.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 13 contacts → |
“OmniMarkets provides quantitative consulting services to the financial industry on valuation and risk topics, focusing on OTC derivatives in an ever-changing environment.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Integrated Management Solutionsintman.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“IMS is a full service financial consulting firm that has been servicing the needs of the financial services community since 1985.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  RGS Global Advisorsrgsglobaladvisors.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“Top notch services at reasonable cost RGS Global Advisors has a wealth of internal audit, FDICIA and SOX testing, remediation, consultancy, BSA/AML/OFAC, IT/IS/Cybersecurity &…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Dragonfly, LLCdragonflyone.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 8 contacts → |
“Dragonfly, LLC provides strategy consulting, risk management advisory, as well as investment analysis and modeling.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  CFO PRO Analyticscfoproanalytics.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Drive your business with strategic and analytical fractional CFO Services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Brean Strategic Advisors LLCbreansa.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 7 contacts → |
“Brean Strategic Advisors supports financial institutions with risk analytics and big data projects for use in regulatory reporting (CCAR/DFAST stress tests, RC-O, CECL), committee…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  CP Capital Enterprisescpcapital-llc.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“CP Capital helps financial institutions, investment managers, and data providers leverage data as a competitive edge.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Clarity Services Groupclaritysgi.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 6 contacts → |
“Clarity Services Group is a boutique financial services consulting firm headquartered in New York City, mere steps away from Grand Central Station.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  MCG Consulting, LLCmcgcomply.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 6 contacts → |
“At MCG, we believe that all securities markets are holistically connected in today’s world.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Gould Partnersgould-partners.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 6 contacts → |
“Gould+Partners is the PR industry source for key profitability benchmarking statistics/insights and successful mergers & acquisitions (M&A) transactions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  MAX Profit Advisorsmaxprofitadvisors.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 6 contacts → |
“Max Profit Advisors is an experienced strategic financial consultancy providing accounting, reporting and compliance services, plus data analytics and growth planning for the…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 156 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
156 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 New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 156 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 Houston58
- 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
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 New York, United States?
The saved snapshot records 156 matching company records, 7,770 tracked contacts and 3,793 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 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
- Financial data consulting firms based in Pune, India
Cite this list
RevenueBase Data Team. Top 25 financial data consulting firms based in New York, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-data-consulting-firms/united-states/new-york.
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 25 financial data consulting firms based in New York, United States
RevenueBase records 156 matching company records for financial data consulting firms based in New York, United States, with 7,770 tracked contacts and 3,793 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 consulting firms based in New York, 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 | KROLLkroll.com HQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 6,287 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Research Nester Analyticsresearchnester.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 191 contacts → |
“Research Nester is a global consulting firm that works with the most aspirational facilitators to define the future market strategies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Rapidratingsrapidratings.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 187 contacts → |
“RapidRatings® sets the standard for financial health transparency between business partners, transforming the way the world’s leading companies manage enterprise and financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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. | |||||
| 5 | RLN US LLPrlnus.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 97 contacts → |
“RLN US LLP is a consulting firm helping clients navigate complex issues related to business operations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Seda Expertssedaexperts.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 85 contacts → |
“SEDA Experts is a financial services consulting firm specializing in disputes and investigations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Iron Road Partnersironroadpartners.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 32 contacts → |
“Our mission is to deliver unparalleled industry expertise and analytical precision to regulatory consulting.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | CFO Squad LLCcfosquad.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 31 contacts → |
“The CFO Squad is a financial and business consulting firm providing consulting and outsourced CFO services for companies in a wide range of businesses and industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Byte Consultingbyteconsulting.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 28 contacts → |
“Our financial expertise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Summit Ridge Group, LLCsummitridgegroup.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 25 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Quantum FBIquantumfbi.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 20 contacts → |
“Quantum FBI is a strategic finance and business intelligence advisory firm that orchestrates finance, technology, and talent to achieve financial clarity, amplify performance…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | DST Research, Analytics, And Consultingdstsystems.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 17 contacts → |
“Our mission is to transform how financial services companies grow their market share.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Stuart-Lynn Company, INCstuart-lynn.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“Stuart-Lynn Company is the trusted partner behind some of the world’s most celebrated architecture.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Paladin Solutions Grouppaladinsgi.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“The Paladin Solutions Group is a Professional Services firm that provides highly Specialized Services to the Financial Services industry and Business Community 1) Core Advisory…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Omnimarkets LLComnimarkets.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 13 contacts → |
“OmniMarkets provides quantitative consulting services to the financial industry on valuation and risk topics, focusing on OTC derivatives in an ever-changing environment.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Integrated Management Solutionsintman.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“IMS is a full service financial consulting firm that has been servicing the needs of the financial services community since 1985.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | RGS Global Advisorsrgsglobaladvisors.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“Top notch services at reasonable cost RGS Global Advisors has a wealth of internal audit, FDICIA and SOX testing, remediation, consultancy, BSA/AML/OFAC, IT/IS/Cybersecurity &…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Dragonfly, LLCdragonflyone.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 8 contacts → |
“Dragonfly, LLC provides strategy consulting, risk management advisory, as well as investment analysis and modeling.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | CFO PRO Analyticscfoproanalytics.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Drive your business with strategic and analytical fractional CFO Services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Brean Strategic Advisors LLCbreansa.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 7 contacts → |
“Brean Strategic Advisors supports financial institutions with risk analytics and big data projects for use in regulatory reporting (CCAR/DFAST stress tests, RC-O, CECL), committee…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CP Capital Enterprisescpcapital-llc.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“CP Capital helps financial institutions, investment managers, and data providers leverage data as a competitive edge.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Clarity Services Groupclaritysgi.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 6 contacts → |
“Clarity Services Group is a boutique financial services consulting firm headquartered in New York City, mere steps away from Grand Central Station.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | MCG Consulting, LLCmcgcomply.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 6 contacts → |
“At MCG, we believe that all securities markets are holistically connected in today’s world.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Gould Partnersgould-partners.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 6 contacts → |
“Gould+Partners is the PR industry source for key profitability benchmarking statistics/insights and successful mergers & acquisitions (M&A) transactions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | MAX Profit Advisorsmaxprofitadvisors.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 6 contacts → |
“Max Profit Advisors is an experienced strategic financial consultancy providing accounting, reporting and compliance services, plus data analytics and growth planning for the…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 156 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
156 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 New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 156 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 Houston58
- 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
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 New York, United States?
The saved snapshot records 156 matching company records, 7,770 tracked contacts and 3,793 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
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Cite this list
RevenueBase Data Team. Top 25 financial data consulting firms based in New York, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-data-consulting-firms/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- 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