Company lists · Data refreshed September 2026

Top 25 Financial data management consultants based in New York, United States

Name: Financial data management consultants based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 139 companies tracked

RevenueBase identified 139 financial data management consultants headquartered in New York, United States as of September 2026 and tracks 44,367 professional contacts across them, including 14,053 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers financial data management consultants headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

139Companies

44,367Contacts tracked

14,053Verified emails

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The 25 largest financial data management consultants based in New York, United States

Ranked by team size

Top 25 of 139 financial data management consultants based in New York, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial data management consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	EXL	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	40,100 contacts →
	Indirect evidence “Choosing a digital partner is about more than capabilities, it’s about collaboration and character.” Source: RevenueBase Database · checked Sep 28, 2026
2	SG Analytics	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,964 contacts →
	Partial evidence “SG Analytics (SGA), a Straive company, is a leading global data and AI consulting firm delivering solutions across AI, Data, Technology, and Research.” Source: RevenueBase Database · checked Sep 28, 2026
3	ITI Data	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	394 contacts →
	Strong evidence “ITI Data an EXL Company (formerly Incandescent Technologies, Inc.) is an industry-leading information and big data management solutions firm with business-driven technology…” Source: RevenueBase Database · checked Sep 28, 2026
4	Seargin	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	276 contacts →
	Partial evidence “Seargin was founded to close the gap between traditional advisory and hands-on delivery - combining strategic insight with deep expertise in ERP, AI and data.” Source: RevenueBase Database · checked Sep 28, 2026
5	ZEN & ART	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	236 contacts →
	Indirect evidence “Zen & Art is a group of talented and experienced technologists and business practitioners who recognize the need for a simplistic approach amidst mass disruption.” Source: RevenueBase Database · checked Sep 28, 2026
6	Soho Square Solutions	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	142 contacts →
	Strong evidence “Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Source: RevenueBase Database · checked Sep 28, 2026
7	Vertical Relevance	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	129 contacts →
	Partial evidence “Vertical Relevance is an industry-focused consulting firm with deep expertise in financial services and additional regulated industries.” Source: RevenueBase Database · checked Sep 28, 2026
8	RLN US LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	97 contacts →
	Indirect evidence “RLN US LLP is a consulting firm helping clients navigate complex issues related to business operations.” Source: RevenueBase Database · checked Sep 28, 2026
9	Ascend Partners INC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	96 contacts →
	Strong evidence “Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Source: RevenueBase Database · checked Sep 28, 2026
10	Seda Experts	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	85 contacts →
	Partial evidence “SEDA Experts is a financial services consulting firm specializing in disputes and investigations.” Source: RevenueBase Database · checked Sep 28, 2026
11	Reference Point	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	83 contacts →
	Strong evidence “Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
12	Elevondata	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	52 contacts →
	Strong evidence “Elevondata is a next generation global data services and solutions company offering compelling data management, reporting, and analytic services using agile and adaptive big data…” Source: RevenueBase Database · checked Sep 28, 2026
13	Omnivista Solutions	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	49 contacts →
	Strong evidence “OmniVista Solutions is a financial services technology consultancy firm.” Source: RevenueBase Database · checked Sep 28, 2026
14	Enterprise Engineering Inc. EEI	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	40 contacts →
	Partial evidence “Founded in 1995, Enterprise Engineering, Inc.(EEI) is an industry-leading IT consulting services firm serving the world’s largest Financial Institutions, Wealth Managers & Health…” Source: RevenueBase Database · checked Sep 28, 2026
15	Byte Consulting	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	28 contacts →
	Partial evidence “Our financial expertise.” Source: RevenueBase Database · checked Sep 28, 2026
16	Eclipse Consulting Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	26 contacts →
	Indirect evidence “Eclipse Consulting Group focuses on the most complex initiatives facing our clients and strives to be the best subject matter-led, execution-focused group on the street.” Source: RevenueBase Database · checked Sep 28, 2026
17	Arrayo	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	24 contacts →
	Strong evidence “Headquartered in New York and Boston, Arrayo collaborates with Financial Services and Life Sciences organizations to aid them in successfully utilizing and managing their data.” Source: RevenueBase Database · checked Sep 28, 2026
18	Fulcrum Analytics	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “Founded in 1993, Fulcrum Analytics has stood at the forefront of data and analytics for over twenty years but our success is built on a broader approach and vision.” Source: RevenueBase Database · checked Sep 28, 2026
19	Basecap Analytics INC	Strong evidence	New York, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Strong evidence “BaseCap Analytics (recently acquired by ACES Quality Management) is a company that specializes in analyzing data, diagnosing and solving problems for banks, insurance, and other…” Source: RevenueBase Database · checked Sep 28, 2026
20	Quantum FBI	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Partial evidence “Quantum FBI is a strategic finance and business intelligence advisory firm that orchestrates finance, technology, and talent to achieve financial clarity, amplify performance…” Source: RevenueBase Database · checked Sep 28, 2026
21	Traxion Group, INC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Traxion Group is a management consulting firm that specializes in: 1) Business Intelligence 2) Cost Management 3) Process Improvement 4) Project Management From Fortune 100…” Source: RevenueBase Database · checked Sep 28, 2026
22	DST Research, Analytics, And Consulting	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	n/a	17 contacts →
	Partial evidence “Our mission is to transform how financial services companies grow their market share.” Source: RevenueBase Database · checked Sep 28, 2026
23	The Optimization Consortium	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “Your premier partner for Healthcare Analytics & Financial consulting.” Source: RevenueBase Database · checked Sep 28, 2026
24	Paladin Solutions Group	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
25	Micro Force - Velosio	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	15 contacts →
	Indirect evidence “Micro Force - Velosio is a NYC and Long Island based strategic business consulting partner that provides supportive services to companies which will enable them to leverage…” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial data management consultants. 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 management consultants.
Partial evidence: Its own public description names part of financial data management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial data management consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

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

Showing 25 of 139 financial data management consultants based in New York, United States

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Financial data management consultants based in New York, United States at a glance

As of Sep 28, 2026

31.7%Verified-email coverage

319.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

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 139 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 management consultants, 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 New York, United States whose own description of what they do matches “financial data management consultants”. 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 management consultants), 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 management consultants, and records with no verified work email. Companies headquartered outside New York 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, 14,053 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 management consultants by metro in the United States

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 management consultants, 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 management consultants are there based in New York, United States?

RevenueBase identified 139 financial data management consultants headquartered in New York, 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?

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

Which city in the United States has the most financial data management consultants?

New York leads the United States with 139 headquartered companies, followed by Chicago (72) and Houston (70).

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 14,053 verified decision-maker contacts tracked across these 139 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.