Company lists · Data refreshed September 2026

Top 25 Financial data management consulting companies based in Houston, United States

Name: Financial data management consulting companies based in Houston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 12, 2026 73 companies tracked

RevenueBase identified 73 financial data management consulting companies headquartered in Houston, United States as of September 2026 and tracks 309 professional contacts across them, including 119 with verified work emails and 96 with mobile numbers. Across the United States, New York is the largest hub for this category (126 companies); Houston follows with 68.

This list covers financial data management consulting companies 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 12, 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 12, 2026 86% judged on-target in blind review

73Companies

309Contacts tracked

119Verified emails

96Mobile numbers

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The 25 largest financial data management consulting companies based in Houston, United States

Ranked by team size

Top 25 of 73 financial data management consulting companies based in Houston, United States, ranked by team size, largest first. Data refreshed Sep 12, 2026. RevenueBase Smart Search rates how each company's information relates to financial data management consulting companies: 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	Data Crafters	Partial evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	11-50	43 contacts →
	Partial evidence “We turn your data into actionable insight.” Source: RevenueBase Database · checked Sep 12, 2026
2	Alephys	Strong evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	51-200	37 contacts →
	Strong evidence “Data Products * Managed Services * Consulting” Source: RevenueBase Database · checked Sep 12, 2026
3	Sullexis	Partial evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	51-200	28 contacts →
	Partial evidence “Sullexis is a professional services firm that specializes in helping organizations create, manage, and enhance data.” Source: RevenueBase Database · checked Sep 12, 2026
4	EFS Group, Pllc	Partial evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	11-50	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 12, 2026
5	Noah Consulting, An Infosys Company	Strong evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	51-200	15 contacts →
	Strong evidence “Noah Consulting, a wholly owned subsidiary of Infosys, focuses on delivering information management solutions to clients by providing best-in-class data management, data…” Source: RevenueBase Database · checked Sep 12, 2026
6	Viking Advisory Group LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	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 12, 2026
7	Third Party Resources, Inc. 3pr, INC	Strong evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	11-50	9 contacts →
	Strong 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 12, 2026
8	Tallywise	Indirect evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	11-50	5 contacts →
	Indirect evidence “Tallywise simplifies accounting and finance for growing businesses.” Source: RevenueBase Database · checked Sep 12, 2026
9	Dash-Books	Indirect evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	4 contacts →
	Indirect evidence “At Dash-Books, we’re more than just outsourced bookkeepers.” Source: RevenueBase Database · checked Sep 12, 2026
10	Ashade & Associates	Strong evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	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 12, 2026
11	Empower CFO LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	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 12, 2026
12	Ladell CFO Services	Partial evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	3 contacts →
	Partial evidence “Working in various industries in various roles in the financial realm has contributed to our entrepreneurial background.” Source: RevenueBase Database · checked Sep 12, 2026
13	Stellar Ledgers LLC	Strong evidence	Houston, United StatesHQ checked Sep 12, 2026	1-10	2 contacts →
	Strong evidence “Stellar Ledgers provides financial accounting, Fractional CFO, consulting, and training, to small businesses.” Source: RevenueBase Database · checked Sep 12, 2026
14	Sabine Financial	Strong evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	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 12, 2026
15	Sudduth & Company	Partial evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	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 12, 2026
16	Congruent Advisory Services LLC	Strong evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	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 12, 2026
17	Command Bookkeeping & Financial Advisory Services	Strong evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	2 contacts →
	Strong evidence “Good financial information provided in a timely and accurate manner is fundamental to good management.” Source: RevenueBase Database · checked Sep 12, 2026
18	The Notary Geek	Indirect evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	2 contacts →
	Indirect evidence “The Notary Geek is trusted provider in delivering comprehensive solutions to eliminate complex challenges.” Source: RevenueBase Database · checked Sep 12, 2026
19	Salient Software INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	11-50	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 12, 2026
20	Northeast Aspect	Strong evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	1 contacts →
	Strong evidence “Northeast Aspect provides management consulting and business development partnership to the finance, healthcare, and technology industries as well as providing expert guidance to…” Source: RevenueBase Database · checked Sep 12, 2026
21	Askew CPA Consulting Firm, LLC	Partial evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	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 12, 2026
22	JDP Consulting, LLC	Strong evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	1 contacts →
	Strong evidence “JDP Consulting provides tailored M&A due diligence, strategic advisory, integration and separation management, and ERP system implementation services to drive business growth and…” Source: RevenueBase Database · checked Sep 12, 2026
23	Sonner AF Norge Incorporated	Strong evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	1 contacts →
	Strong evidence “Sonner af Norge Incorporated provides management consulting services to small and mid-cap companies.” Source: RevenueBase Database · checked Sep 12, 2026
24	Harper Lawrence Financial LLC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	1 contacts →
	Indirect evidence “Holly N.” Source: RevenueBase Database · checked Sep 12, 2026
25	Clear Financial Solutions, INC	Indirect evidence	Houston, TX, United StatesHQ checked Sep 12, 2026	1-10	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 12, 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 consulting companies. 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 consulting companies.
Partial evidence: Its own public description names part of financial data management consulting companies, 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 consulting companies. 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 73 financial data management consulting companies based in Houston, United States

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Financial data management consulting companies based in Houston, United States at a glance

As of Sep 12, 2026

38.5%Verified-email coverage

31.1%Mobile-number coverage

4.2Average contacts per company

1-10Median size (employees)

Sep 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 14.0d

1050–30

1331–60

061–90

090–180

1180+

Company record updated

Median 57.0d

00–30

16431–60

9261–90

3290–180

21180+

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 consulting companies, 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 management consulting companies”. 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 consulting companies), 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 consulting companies, 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, 119 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 12, 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 consulting companies 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 consulting companies, 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 consulting companies are there based in Houston, United States?

RevenueBase identified 73 financial data management consulting companies 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?

Data Crafters, headquartered in Houston, tops this list with the largest team on record.

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

New York leads the United States with 126 headquartered companies, followed by Houston (68) and Atlanta (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 119 verified decision-maker contacts tracked across these 73 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 12, 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.