Company lists · Data refreshed October 2026

Top 21 Financial data management consulting companies based in San Francisco, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 57 companies tracked

RevenueBase identified 57 company matches for financial data management consulting companies associated with San Francisco, United States as of October 2026 and tracks 885 professional contacts across them, including 108 with verified work emails. Across the United States, New York is the largest hub for this category (185 companies); San Francisco has 57.

This list covers company matches for financial data management consulting companies associated with San Francisco, 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 October 1, 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 Oct 1, 2026 How this list was built

57Companies

885Contacts tracked

108Verified emails

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The 21 largest financial data management consulting companies based in San Francisco, United States

Ranked by team size

Top 21 of 57 company matches for financial data management consulting companies based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	M Squared Consulting	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	51-200	274 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 · Oct 1, 2026 · View company records in RevenueBase
2	Capgen	Exact match	San Francisco, United StatesHQ recorded Oct 1, 2026	51-200	50 contacts →
	Exact match “Capgen works with sponsor-backed companies to drive measurable value through finance.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	CDS	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	37 contacts →
	Exact match “CDS is now part of CrossCountry Consulting.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	TMC Software	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	27 contacts →
	Exact match “TMC Software has been providing expert IT consulting services and staffing since 1995.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	The Action Company	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	25 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Designmind	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	51-200	22 contacts →
	Exact match “We help companies organize, maintain, understand, and optimize their data.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Levelup Finance	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	201-500	18 contacts →
	Exact match “LevelUp Finance is the on-demand finance and data team for CFOs who need senior expertise without the search, the ramp, or the overhead.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	LTA US Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “In June 2015, LTA opened its first office in the US, located in San Francisco through the firm LTA US Advisors, Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Sfdata	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “SFDATA is a systems, data management and software development consultancy grounded in long-term client-partnerships.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Consulting Innovators Consolyx	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “Consulting Innovators is building CONSOLYX, an AI-enabled Financial Intelligence Platform designed to transform how organizations manage consolidation, reporting, planning, and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Tpgi CPA	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	8 contacts →
	Exact match “TPGI CPA is a full-service Finance and Accounting Consulting firm located in California and Washington, DC.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	AFINO	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	7 contacts →
	Exact match “At Afino, we simplify your financial management with expert services in bookkeeping, accounting, tax preparation, R&D tax credits, and CFO services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Zumifi	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “FOCUSED ON YOUR FINANCES.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Lopez-Iwata & Associates	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “We’re a passionate team of bookkeepers, management consultants, and financial-ops specialists who love helping businesses thrive.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Kb&a Accounting	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	HEA Consultancy	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	BAY Area CFO Consultants	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “This is a new page for my business, Bay Area CFO Consultants.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Scanlan Consulting, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Bizvisory & Wellness, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “BizVisory & Wellness is a boutique consulting and technology services firm, born and raised in the SF Bay Area technology-era.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Financeperiod	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “FinancePeriod is a fractional CFO and business consulting firm helping Bay Area startups and small businesses turn financial chaos into strategic clarity.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Powerup Business	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “PowerUp Business is here to offer valuable insights and solutions for companies looking to enhance their revenue and improve their operations.” Recorded in the RevenueBase company graph · Oct 1, 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 management consulting companies”. 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 21 of 57 financial data management consulting companies based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 108 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 1, 2026

12.2%Verified-email coverage

15.5Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 57 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 San Francisco, United States whose business descriptions match “financial data management consulting companies” 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 108 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 October 1, 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 management consulting companies by metro in the United States

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 management consulting companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial data management consulting companies are there based in San Francisco, United States?

RevenueBase identified 57 company matches for financial data management consulting companies associated with San Francisco, United States as of October 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?

M Squared Consulting 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 management consulting companies?

New York leads the United States with 185 company records, followed by Houston (106) and Chicago (79). San Francisco has 57.

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 108 professional contacts with verified work emails tracked across these 57 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 October 1, 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.