Company lists · Data refreshed November 2026
Top 25 Financial data management services based in the United States
RevenueBase identified 280 company matches for financial data management services associated with the United States as of November 2026 and tracks 2,585 professional contacts across them, including 757 with verified work emails. New York is the largest hub.
This list covers company matches for financial data management 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.
The 25 largest financial data management services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 835 contacts → | ||||
Exact match “SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 178 contacts → | ||||
Exact match “Indinero is on a mission to help every business realize its potential.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 169 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 110 contacts → | ||||
Exact match “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 84 contacts → | ||||
Exact match “Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 83 contacts → | ||||
Exact match “Founded in 1996, Grasp Technologies provides data management, reporting, and virtual payment solutions to the travel industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 76 contacts → | ||||
Exact match “Leveraging the right data can improve efficiency, increase profitability, and enhance risk management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 32 contacts → | ||||
Exact match “Since 1987, Accutech Systems Corporation (ASC) has been dedicated to providing only the highest quality products and services to the financial industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 27 contacts → | ||||
Exact match “Founded in 2014, Grandview is a data and technology consulting services company that empowers financial institutions with nimble technology, efficient business processes, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 26 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 25 contacts → | ||||
Exact match “Our passion is to help businesses thrive profitably.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 20 contacts → | ||||
Exact match “Bookkeeping, Forecasting & Budgeting, Unit Economic Analysis, Cash Planning, Data Warehousing, Strategic Advice” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 19 contacts → | ||||
Exact match “Welcome to Reliabledger – Your Trusted Partner for Outsourced Accounting Services!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 19 contacts → | ||||
Exact match “With 7+ years of experience and 150+ clients served, A&I Financials delivers tailored financial services powered by industry-leading tools like QuickBooks, Xero, Sage, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 16 contacts → | ||||
Exact match “Terrapin Technologies provides financial data and reporting solutions that enable wealth management firms to see the big picture, increase profits, and reduce risk.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 16 contacts → | ||||
Exact match “Revenu redefines financial management by blending meticulous accounting with expert CFO services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 16 contacts → | ||||
Exact match “Gulp Data is #1 in Data Valuation, Data Loans, and Data Monetization.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 16 contacts → | ||||
Exact match “Octoon Technologies' digital business solutions Help businesses to move faster by automating their money management processes, optimizing workflows, and providing real-time data…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 15 contacts → | ||||
Exact match “Payment Service Network (PSN) is a financial services firm dedicated to consolidating, integrating and processing payments through multiple channels as well as providing online…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 12 contacts → | ||||
Exact match “Small Business Solutions for Big Business Growth At Journals & Ledgers, we are experts at streamlining your bookkeeping processes so you can understand your numbers, improve your…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 11 contacts → | ||||
Exact match “Framework Financials is a white glove financial services firm that provides you with corporate and production accounting, unparalleled bookkeeping and archiving service, tech…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 11 contacts → | ||||
Exact match “Hart Credit Technology is a best-in-class technology company known for providing financial institutions of all sizes and industries with intelligent data, insights, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “Officeheads Provides Off-Site Financial Management Services to Create Healthy, Profitable Companies Officeheads begins all of our engagements by getting to know our client…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 11 contacts → | ||||
Exact match “If you don’t know your numbers, you’re probably losing money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 11 contacts → | ||||
Exact match Recorded description not available. 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 management 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 280 financial data management services based in the United States
See the full list, filter by size, metro and specialty, and access 757 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Financial data management services based in the United States at a glance
As of Nov 6, 2026Companies by employee count
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 280 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 management 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 757 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.
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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial data management services are there based in the United States?
RevenueBase identified 280 company matches for financial data management 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?
Boston Financial Data Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial data management services?
New York leads with 20 company records, followed by Atlanta (12) and Chicago (10).
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 757 professional contacts with verified work emails tracked across these 280 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.
Ready to reach these companies? Verified emails and direct dials for all 280 financial data management services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial data management services by geography
- Financial data management services based in Sao Paulo, Brazil
- Financial data management services based in Australia
- Financial data management services based in Brazil
- Financial data management services based in Canada
- Financial data management services based in India
- Financial data management services based in the Netherlands
- Financial data management services based in the United Kingdom
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial data management services based in Sao Paulo, Brazil
- Financial data management services based in Australia
- Financial data management services based in Brazil
- Financial data management services based in Canada
- Financial data management services based in India
- Financial data management services based in the Netherlands
Company intelligence · public preview
Top 25 financial data management services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 280 matching company records for financial data management services based in the United States, with 2,585 tracked contacts and 757 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial data management services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Boston Financial Data Servicesdstsystems.comHQ: Kansas City, MO, United StatesReported employees: 10001+ | Kansas City, MO, United States | 10001+ | Exact match | 835 contacts → |
“SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Indineroindinero.comHQ: Los Angeles, United StatesReported employees: 201-500 | Los Angeles, United States | 201-500 | Exact match | 178 contacts → |
“Indinero is on a mission to help every business realize its potential.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  RNN Group, INCrnngroup.comHQ: Atlanta, GA, United StatesReported employees: Not recorded | Atlanta, GA, United States | Not recorded | Exact match | 169 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  Boston Financial Advisory Groupbostonfagroup.comHQ: Monroeville, PA, United StatesReported employees: 51-200 | Monroeville, PA, United States | 51-200 | Exact match | 110 contacts → |
“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Ascend Partners INCascend.partnersHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 84 contacts → |
“Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Grasp Technologiesgrasptech.comHQ: Dublin, OH, United StatesReported employees: 11-50 | Dublin, OH, United States | 11-50 | Exact match | 83 contacts → |
“Founded in 1996, Grasp Technologies provides data management, reporting, and virtual payment solutions to the travel industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Digital Matrix Systemsdms.netHQ: Plano, TX, United StatesReported employees: 51-200 | Plano, TX, United States | 51-200 | Exact match | 76 contacts → |
“Leveraging the right data can improve efficiency, increase profitability, and enhance risk management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Accutech Systems Corporationtrustasc.comHQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 32 contacts → |
“Since 1987, Accutech Systems Corporation (ASC) has been dedicated to providing only the highest quality products and services to the financial industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Grandview Analyticsgrandviewanalytics.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 27 contacts → |
“Founded in 2014, Grandview is a data and technology consulting services company that empowers financial institutions with nimble technology, efficient business processes, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Arrayoteamarrayo.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 26 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  HI Accounting Solutions INChawaiiaccountingsolutions.comHQ: Honolulu, HI, United StatesReported employees: 11-50 | Honolulu, HI, United States | 11-50 | Exact match | 25 contacts → |
“Our passion is to help businesses thrive profitably.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Weekly Accounting INCweeklyaccounting.comHQ: Rancho Santa Fe, CA, United StatesReported employees: 11-50 | Rancho Santa Fe, CA, United States | 11-50 | Exact match | 20 contacts → |
“Bookkeeping, Forecasting & Budgeting, Unit Economic Analysis, Cash Planning, Data Warehousing, Strategic Advice” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Reliabledger LLCreliabledger.comHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 19 contacts → |
“Welcome to Reliabledger – Your Trusted Partner for Outsourced Accounting Services!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  A&i Financialsanifinancials.comHQ: Cambridge, United StatesReported employees: 11-50 | Cambridge, United States | 11-50 | Exact match | 19 contacts → |
“With 7+ years of experience and 150+ clients served, A&I Financials delivers tailored financial services powered by industry-leading tools like QuickBooks, Xero, Sage, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Terrapin Technologies, INCterrapintech.comHQ: Bloomington, MN, United StatesReported employees: 11-50 | Bloomington, MN, United States | 11-50 | Exact match | 16 contacts → |
“Terrapin Technologies provides financial data and reporting solutions that enable wealth management firms to see the big picture, increase profits, and reduce risk.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  revenu.comrevenu.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“Revenu redefines financial management by blending meticulous accounting with expert CFO services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Gulp Datagulpdata.comHQ: DE, United StatesReported employees: 11-50 | DE, United States | 11-50 | Exact match | 16 contacts → |
“Gulp Data is #1 in Data Valuation, Data Loans, and Data Monetization.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Octoon Technologiesoctoontech.comHQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 16 contacts → |
“Octoon Technologies' digital business solutions Help businesses to move faster by automating their money management processes, optimizing workflows, and providing real-time data…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Payment Service Networkpaymentservicenetwork.comHQ: Madison, WI, United StatesReported employees: 11-50 | Madison, WI, United States | 11-50 | Exact match | 15 contacts → |
“Payment Service Network (PSN) is a financial services firm dedicated to consolidating, integrating and processing payments through multiple channels as well as providing online…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Journals & Ledgersjournalsandledgers.comHQ: Peachtree City, GA, United StatesReported employees: 1-10 | Peachtree City, GA, United States | 1-10 | Exact match | 12 contacts → |
“Small Business Solutions for Big Business Growth At Journals & Ledgers, we are experts at streamlining your bookkeeping processes so you can understand your numbers, improve your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Framework Financials, LLCframeworkfinancials.comHQ: Beverly Hills, GA, United StatesReported employees: 11-50 | Beverly Hills, GA, United States | 11-50 | Exact match | 11 contacts → |
“Framework Financials is a white glove financial services firm that provides you with corporate and production accounting, unparalleled bookkeeping and archiving service, tech…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Hart Credit Technologyhartcredittechnology.comHQ: Reading, PA, United StatesReported employees: 11-50 | Reading, PA, United States | 11-50 | Exact match | 11 contacts → |
“Hart Credit Technology is a best-in-class technology company known for providing financial institutions of all sizes and industries with intelligent data, insights, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Officeheadsofficeheads.comHQ: Evanston, IL, United StatesReported employees: 1-10 | Evanston, IL, United States | 1-10 | Exact match | 11 contacts → |
“Officeheads Provides Off-Site Financial Management Services to Create Healthy, Profitable Companies Officeheads begins all of our engagements by getting to know our client…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Winmoor Accountingwinmooraccounting.comHQ: Gaithersburg, MD, United StatesReported employees: 1-10 | Gaithersburg, MD, United States | 1-10 | Exact match | 11 contacts → |
“If you don’t know your numbers, you’re probably losing money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Washington & CO INCthewashingtonco.comHQ: Waldorf, MD, United StatesReported employees: 1-10 | Waldorf, MD, United States | 1-10 | Exact match | 11 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 280 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial data management services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
280 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 280 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial data management services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial data management services did RevenueBase find based in the United States?
The saved snapshot records 280 matching company records, 2,585 tracked contacts and 757 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial data management services by geography
- Financial data management services based in Sao Paulo, Brazil
- Financial data management services based in Australia
- Financial data management services based in Brazil
- Financial data management services based in Canada
- Financial data management services based in India
- Financial data management services based in the Netherlands
- Financial data management services based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial data management services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-data-management-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial data management services based in Sao Paulo, Brazil
- Financial data management services based in Australia
- Financial data management services based in Brazil
- Financial data management services based in Canada
- Financial data management services based in India
- Financial data management services based in the Netherlands
Company intelligence · public preview
Top 25 financial data management services based in the United States
RevenueBase records 280 matching company records for financial data management services based in the United States, with 2,585 tracked contacts and 757 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial data management services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Boston Financial Data Servicesdstsystems.com HQ: Kansas City, MO, United StatesReported employees: 10001+ | Kansas City, MO, United States | 10001+ | Exact match | 835 contacts → |
“SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Indineroindinero.com HQ: Los Angeles, United StatesReported employees: 201-500 | Los Angeles, United States | 201-500 | Exact match | 178 contacts → |
“Indinero is on a mission to help every business realize its potential.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | RNN Group, INCrnngroup.com HQ: Atlanta, GA, United StatesReported employees: Not recorded | Atlanta, GA, United States | Not recorded | Exact match | 169 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Boston Financial Advisory Groupbostonfagroup.com HQ: Monroeville, PA, United StatesReported employees: 51-200 | Monroeville, PA, United States | 51-200 | Exact match | 110 contacts → |
“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ascend Partners INCascend.partners HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 84 contacts → |
“Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Grasp Technologiesgrasptech.com HQ: Dublin, OH, United StatesReported employees: 11-50 | Dublin, OH, United States | 11-50 | Exact match | 83 contacts → |
“Founded in 1996, Grasp Technologies provides data management, reporting, and virtual payment solutions to the travel industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Digital Matrix Systemsdms.net HQ: Plano, TX, United StatesReported employees: 51-200 | Plano, TX, United States | 51-200 | Exact match | 76 contacts → |
“Leveraging the right data can improve efficiency, increase profitability, and enhance risk management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Accutech Systems Corporationtrustasc.com HQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 32 contacts → |
“Since 1987, Accutech Systems Corporation (ASC) has been dedicated to providing only the highest quality products and services to the financial industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Grandview Analyticsgrandviewanalytics.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 27 contacts → |
“Founded in 2014, Grandview is a data and technology consulting services company that empowers financial institutions with nimble technology, efficient business processes, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Arrayoteamarrayo.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 26 contacts → |
“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.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HI Accounting Solutions INChawaiiaccountingsolutions.com HQ: Honolulu, HI, United StatesReported employees: 11-50 | Honolulu, HI, United States | 11-50 | Exact match | 25 contacts → |
“Our passion is to help businesses thrive profitably.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Weekly Accounting INCweeklyaccounting.com HQ: Rancho Santa Fe, CA, United StatesReported employees: 11-50 | Rancho Santa Fe, CA, United States | 11-50 | Exact match | 20 contacts → |
“Bookkeeping, Forecasting & Budgeting, Unit Economic Analysis, Cash Planning, Data Warehousing, Strategic Advice” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Reliabledger LLCreliabledger.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 19 contacts → |
“Welcome to Reliabledger – Your Trusted Partner for Outsourced Accounting Services!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | A&i Financialsanifinancials.com HQ: Cambridge, United StatesReported employees: 11-50 | Cambridge, United States | 11-50 | Exact match | 19 contacts → |
“With 7+ years of experience and 150+ clients served, A&I Financials delivers tailored financial services powered by industry-leading tools like QuickBooks, Xero, Sage, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Terrapin Technologies, INCterrapintech.com HQ: Bloomington, MN, United StatesReported employees: 11-50 | Bloomington, MN, United States | 11-50 | Exact match | 16 contacts → |
“Terrapin Technologies provides financial data and reporting solutions that enable wealth management firms to see the big picture, increase profits, and reduce risk.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | revenu.comrevenu.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“Revenu redefines financial management by blending meticulous accounting with expert CFO services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Gulp Datagulpdata.com HQ: DE, United StatesReported employees: 11-50 | DE, United States | 11-50 | Exact match | 16 contacts → |
“Gulp Data is #1 in Data Valuation, Data Loans, and Data Monetization.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Octoon Technologiesoctoontech.com HQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 16 contacts → |
“Octoon Technologies' digital business solutions Help businesses to move faster by automating their money management processes, optimizing workflows, and providing real-time data…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Payment Service Networkpaymentservicenetwork.com HQ: Madison, WI, United StatesReported employees: 11-50 | Madison, WI, United States | 11-50 | Exact match | 15 contacts → |
“Payment Service Network (PSN) is a financial services firm dedicated to consolidating, integrating and processing payments through multiple channels as well as providing online…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Journals & Ledgersjournalsandledgers.com HQ: Peachtree City, GA, United StatesReported employees: 1-10 | Peachtree City, GA, United States | 1-10 | Exact match | 12 contacts → |
“Small Business Solutions for Big Business Growth At Journals & Ledgers, we are experts at streamlining your bookkeeping processes so you can understand your numbers, improve your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Framework Financials, LLCframeworkfinancials.com HQ: Beverly Hills, GA, United StatesReported employees: 11-50 | Beverly Hills, GA, United States | 11-50 | Exact match | 11 contacts → |
“Framework Financials is a white glove financial services firm that provides you with corporate and production accounting, unparalleled bookkeeping and archiving service, tech…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Hart Credit Technologyhartcredittechnology.com HQ: Reading, PA, United StatesReported employees: 11-50 | Reading, PA, United States | 11-50 | Exact match | 11 contacts → |
“Hart Credit Technology is a best-in-class technology company known for providing financial institutions of all sizes and industries with intelligent data, insights, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Officeheadsofficeheads.com HQ: Evanston, IL, United StatesReported employees: 1-10 | Evanston, IL, United States | 1-10 | Exact match | 11 contacts → |
“Officeheads Provides Off-Site Financial Management Services to Create Healthy, Profitable Companies Officeheads begins all of our engagements by getting to know our client…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Winmoor Accountingwinmooraccounting.com HQ: Gaithersburg, MD, United StatesReported employees: 1-10 | Gaithersburg, MD, United States | 1-10 | Exact match | 11 contacts → |
“If you don’t know your numbers, you’re probably losing money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Washington & CO INCthewashingtonco.com HQ: Waldorf, MD, United StatesReported employees: 1-10 | Waldorf, MD, United States | 1-10 | Exact match | 11 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 280 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial data management services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
280 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 280 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial data management services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial data management services did RevenueBase find based in the United States?
The saved snapshot records 280 matching company records, 2,585 tracked contacts and 757 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial data management services by geography
- Financial data management services based in Sao Paulo, Brazil
- Financial data management services based in Australia
- Financial data management services based in Brazil
- Financial data management services based in Canada
- Financial data management services based in India
- Financial data management services based in the Netherlands
- Financial data management services based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial data management services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-data-management-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial data management services based in Sao Paulo, Brazil
- Financial data management services based in Australia
- Financial data management services based in Brazil
- Financial data management services based in Canada
- Financial data management services based in India
- Financial data management services based in the Netherlands