Company lists · Data refreshed November 2026

Top 25 Financial data consulting services based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 2,778 companies tracked

RevenueBase identified 2,778 company matches for financial data consulting services associated with the United States as of November 2026 and tracks 78,411 professional contacts across them, including 25,421 with verified work emails. New York is the largest hub.

This list covers company matches for financial data consulting services associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

2,778Companies

78,411Contacts tracked

25,421Verified emails

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

Ranked by team size

Top 25 of 2,778 company matches for financial data consulting services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	EXL	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	10001+	46,962 contacts →
	Exact match “Choosing a digital partner is about more than capabilities, it’s about collaboration and character.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	KROLL	Exact match	New York, NJ, United StatesHQ recorded Nov 6, 2026	5,001-10,000	6,832 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 · Nov 6, 2026 · View company records in RevenueBase
3	Genpact Headstrong Capital Markets	Exact match	Reston, VA, United StatesHQ recorded Nov 6, 2026	10001+	3,166 contacts →
	Exact match “Genpact Headstrong Capital Markets is a global consulting and IT services company with a specialized focus in capital markets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Crosscountry Consulting	Exact match	Mclean, VA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,423 contacts →
	Exact match “CrossCountry Consulting is a leading provider of specialized advisory and technology solutions across finance, accounting, risk, and operations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Riveron	Exact match	Dallas, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,246 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 · Nov 6, 2026 · View company records in RevenueBase
6	Analytix Solutions	Exact match	Woburn, MA, United StatesHQ recorded Nov 6, 2026	501-1,000	624 contacts →
	Exact match “Welcome to Analytix Solutions!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	M Squared Consulting	Exact match	San Francisco, CA, United StatesHQ recorded Nov 6, 2026	51-200	292 contacts →
	Exact match “M Squared Consulting has now fully integrated into our parent company, SolomonEdwards, uniting us as one national professional services firm and brand.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Cornerstone Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Nov 6, 2026	201-500	268 contacts →
	Exact match “For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Artha Solutions	Exact match	Scottsdale, AZ, United StatesHQ recorded Nov 6, 2026	201-500	268 contacts →
	Exact match “Artha Solutions is a well-known business technology consulting firm that helps businesses maximize the value of their data as a corporate asset by implementing corporate strategy…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Datos Insights	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	261 contacts →
	Exact match “Datos Insights is the leading research and advisory partner to the banking, insurance, securities, and payments technology industries-both the financial services firms and the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Sirius Solutions	Exact match	Houston, TX, United StatesHQ recorded Nov 6, 2026	201-500	252 contacts →
	Exact match “eTeam Sirius Solutions L.L.C.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	ZEN & ART	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	501-1,000	248 contacts →
	Exact match “Zen & Art is a group of talented and experienced technologists and business practitioners who recognize the need for a simplistic approach amidst mass disruption.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	DNA Growth	Exact match	Bay, CA, United StatesHQ recorded Nov 6, 2026	51-200	230 contacts →
	Exact match “We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Accretive Solutions	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	501-1,000	225 contacts →
	Exact match “Your World.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Nextera Analytics	Exact match	St. Paul, MN, United StatesHQ recorded Nov 6, 2026	51-200	219 contacts →
	Exact match “We believe that embracing complexity can lead to innovative simplicity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	The Alliance Group	Exact match	Vienna, VA, United StatesHQ recorded Nov 6, 2026	51-200	209 contacts →
	Exact match “The Alliance Group is a consulting firm that partners with the Office of the CFO to deliver expert support across accounting, finance, business systems, and technology.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	M Science	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	51-200	201 contacts →
	Exact match “M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Centri	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 6, 2026	201-500	194 contacts →
	Exact match “Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	FI Consulting	Exact match	Arlington, VA, United StatesHQ recorded Nov 6, 2026	51-200	175 contacts →
	Exact match “As sweeping changes in regulation, technology, and markets transform the financial sector, high performing organizations know they can’t stay ahead by standing still.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Vertical Relevance	Exact match	New York, NJ, United StatesHQ recorded Nov 6, 2026	51-200	172 contacts →
	Exact match “Vertical Relevance is an industry-focused consulting firm with deep expertise in financial services and additional regulated industries.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Synfiny Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Nov 6, 2026	201-500	157 contacts →
	Exact match “We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	8020 Consulting	Exact match	Glendale, CA, United StatesHQ recorded Nov 6, 2026	51-200	154 contacts →
	Exact match “MAKE FINANCE & ACCOUNTING YOUR BUSINESS GROWTH ENGINE 8020 is a finance & accounting consulting firm that expertly solves critical enterprise finance challenges.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Kruze Consulting	Exact match	San Francisco, NY, United StatesHQ recorded Nov 6, 2026	51-200	152 contacts →
	Exact match “Kruze Consulting is a leading provider of accounting, finance, HR and tax consulting to seed and venture capital funded startups.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	HBE LLP	Exact match	Lincoln, NE, United StatesHQ recorded Nov 6, 2026	51-200	147 contacts →
	Exact match “Our story is one of solid growth, quality service, employee satisfaction, and business diversification, and we are proud of our reputation as one of Nebraska's finest firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Kernutt Stokes	Exact match	Eugene, OR, United StatesHQ recorded Nov 6, 2026	51-200	130 contacts →
	Exact match “At Kernutt Stokes, we aspire to reach new heights each and every day.” Recorded in the RevenueBase company graph · Nov 6, 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 services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 2,778 financial data consulting services based in the United States

See the full list, filter by size, metro and specialty, and access 25,421 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Nov 6, 2026

32.4%Verified-email coverage

28.2Average contacts per company

1-10Median size (employees)

6.8%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

2,173

11-50

437

51-200

122

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 2,778 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with the United States whose business descriptions match “financial data consulting services” 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 25,421 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 November 6, 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 services by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial data consulting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 2,778 company matches for financial data consulting services associated with the United States as of November 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?

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

Which city has the most financial data consulting services?

New York leads with 188 company records, followed by Chicago (82) and Houston (72).

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 25,421 professional contacts with verified work emails tracked across these 2,778 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 November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.