Company lists · Data refreshed September 2026
Top 24 Financial data management consulting companies based in San Francisco, United States
RevenueBase identified 67 financial data management consulting companies headquartered in San Francisco, United States as of September 2026 and tracks 954 professional contacts across them, including 112 with verified work emails. Across the United States, New York is the largest hub for this category (221 companies); San Francisco has 67.
This list covers financial data management consulting companies headquartered in San Francisco, 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 14, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 24 largest financial data management consulting companies based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 274 contacts → | ||||
Partial evidence “M Squared Consulting has now fully integrated into our parent company, SolomonEdwards, uniting us as one national professional services firm and brand.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 50 contacts → | ||||
Indirect evidence “Capgen works with sponsor-backed companies to drive measurable value through finance.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 37 contacts → | ||||
Partial evidence “CDS is now part of CrossCountry Consulting.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 27 contacts → | ||||
Partial evidence “TMC Software has been providing expert IT consulting services and staffing since 1995.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 25 contacts → | ||||
Partial evidence “The Action Company is an data consultancy that partners with the world’s most influential companies to deliver and integrate advanced analytics to solve the most pressing…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 22 contacts → | ||||
Partial evidence “We help companies organize, maintain, understand, and optimize their data.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 18 contacts → | ||||
Partial evidence “LevelUp Finance is the on-demand finance and data team for CFOs who need senior expertise without the search, the ramp, or the overhead.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10 contacts → | ||||
Strong evidence “SFDATA is a systems, data management and software development consultancy grounded in long-term client-partnerships.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Strong evidence “Consulting Innovators is building CONSOLYX, an AI-enabled Financial Intelligence Platform designed to transform how organizations manage consolidation, reporting, planning, and…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Partial evidence “TPGI CPA is a full-service Finance and Accounting Consulting firm located in California and Washington, DC.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Partial evidence “EAmmune (pronounced like Immune) is a boutique firm that advises Executives on data asset and cyber-security risk-related matters and helps organizations achieve their data…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Strong evidence “At Afino, we simplify your financial management with expert services in bookkeeping, accounting, tax preparation, R&D tax credits, and CFO services.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Indirect evidence “FOCUSED ON YOUR FINANCES.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Partial evidence “At Data Logic Solution, we help small and mid-sized businesses unlock the power of their data through end-to-end Business Intelligence, Advanced Analytics, and AI solutions.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Partial evidence “Triambec Solutions is a leading provider of IT and data analytics solutions, whose mission is to help businesses make smart decisions based on the data they have.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Strong evidence “We’re a passionate team of bookkeepers, management consultants, and financial-ops specialists who love helping businesses thrive.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Partial evidence “We serve as your on-demand financial partner, offering financial and operations expertise across a broad spectrum of disciplines, ranging from advisory services to financial…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “Blueprint Analytics is an analytics and strategic finance advisory firm focused on early and growth-stage companies.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “Every organization, big or small, needs a seasoned analytics professional to guide it through data strategy and analytical innovations implementation because data is assets and…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “This is a new page for my business, Bay Area CFO Consultants.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Strong evidence “Scanlan Consulting is an outsourced CFO and FP & A consultancy firm that provides businesses with strategic financial planning services, helping them get from where they are, to…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Partial evidence “BizVisory & Wellness is a boutique consulting and technology services firm, born and raised in the SF Bay Area technology-era.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Strong evidence “FinancePeriod is a fractional CFO and business consulting firm helping Bay Area startups and small businesses turn financial chaos into strategic clarity.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “PowerUp Business is here to offer valuable insights and solutions for companies looking to enhance their revenue and improve their operations.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial data 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 24 of 67 financial data management consulting companies based in San Francisco, United States
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Financial data management consulting companies based in San Francisco, United States at a glance
As of Sep 14, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 67 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 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 San Francisco, 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 San Francisco 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, 112 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 14, 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
- Financial data management consulting companies in New York221
- Financial data management consulting companies in Houston122
- Financial data management consulting companies in Chicago100
- Financial data management consulting companies in Dallas93
- Financial data management consulting companies in Atlanta90
- Financial data management consulting companies in Austin82
- Financial data management consulting companies in Denver67
- Financial data management consulting companies in Los Angeles65
- Financial data management consulting companies in Miami62
- Financial data management consulting companies in Washington55
- Financial data management consulting companies in Boston50
- Financial data management consulting companies in Charlotte39
- Financial data management consulting companies in Seattle38
- Financial data management consulting companies in Tampa36
- Financial data management consulting companies in San Diego35
- Financial data management consulting companies in Minneapolis31
- Financial data management consulting companies in Phoenix30
- Financial data management consulting companies in Columbus26
- Financial data management consulting companies in Portland25
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 San Francisco, United States?
RevenueBase identified 67 financial data management consulting companies headquartered in San Francisco, 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?
M Squared Consulting, headquartered in San Francisco, 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 221 headquartered companies, followed by Houston (122) and Chicago (100). San Francisco has 67.
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 112 verified decision-maker contacts tracked across these 67 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 14, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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