Company lists · Data refreshed September 2026
Top 23 Financial management consultancies based in Boston, United States
RevenueBase identified 45 financial management consultancies headquartered in Boston, United States as of September 2026 and tracks 187 professional contacts across them, including 96 with verified work emails. Across the United States, New York is the largest hub for this category (224 companies); Boston has 45.
This list covers financial management consultancies headquartered in Boston, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 23 largest financial management consultancies based in Boston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 42 contacts → | ||||
Partial evidence “FLOYD ADVISORY is a consulting firm providing financial and accounting expertise in areas of SEC reporting, transaction advisory, investigations and compliance, valuation and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 13 contacts → | ||||
Indirect evidence “Welcome to Cross Coastal Advisors How well are you managing your finances?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 11 contacts → | ||||
Partial evidence “Bridging Excellence and Opportunity* Founded in 2002, Global Atlantic Partners is a global leader in financial consulting and outsourcing, dedicated to empowering businesses…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Strong evidence “Since 1995 Barrington Partners has specialized in providing strategy level consulting to the financial services and management industry on a global basis.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Indirect evidence “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Partial evidence “Helping Create Your Financial Plan.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “Ventura is a new type of accountant, specifically designed for businesses that don’t want, don’t need or cannot afford a traditional full-time CFO.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Indirect evidence “Wealth is in the details.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Partial evidence “CFO Signature Solutions is a boutique financial advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Partial evidence “Your Financial Planner At Samatix, we specialize in delivering meticulous financial services to help Entrepreneurs and Small businesses thrive.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Partial evidence “Our firm offers holistic financial planning to business owners and individuals, helping people think about what they should be thinking about.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “I believe that understanding the story behind a business is just as important as the numbers it produces.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “BT Capital Group is a boutique, full-service Investment Bank and Consulting firm based in Boston, MA and Los Angeles, CA.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Partial evidence “We are a full service wealth management firm helping small business owner maximize their company’s value.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “Harborside Advisory is an accounting advisory firm that specializes in providing clients with accounting consulting services and assisting with full-time placement needs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Racca Associates offers practical and proven business advisory and consulting services across a broad spectrum of disciplines.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “P2 Advisors LLC is a mission-driven consulting firm helping clients maximize purpose and profit by providing strategic, financial, and investment advisory services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Strong evidence “Established in 1998, Globe Matrix Consulting is a boutique financial management consulting firm focused on providing financial support to private equity firms, venture-backed…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial evidence “Prosperity Analytics provides strategic consulting services for businesses aspiring to grow and place structure around financial operations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “Motion Play Ventures (MPV) is a private management consulting firm that broadens your spectrum of possibility and innovation.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Strong evidence “The Cecere Group is a boutique consultancy that provides a range of financial and operational advice and support for firms in the investment management industry with a particular…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “Helping driven individuals optimize their financial landscape.” Source: RevenueBase Database · checked Sep 28, 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 management consultancies. 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 management consultancies.
- Partial evidence
- Its own public description names part of financial management consultancies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial management consultancies. 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 23 of 45 financial management consultancies based in Boston, United States
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Financial management consultancies based in Boston, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 45 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 management consultancies, 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 Boston, United States whose own description of what they do matches “financial management consultancies”. 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 management consultancies), 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 management consultancies, and records with no verified work email. Companies headquartered outside Boston 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, 96 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Financial management consultancies by metro in the United States
- Financial management consultancies in New York224
- Financial management consultancies in Houston104
- Financial management consultancies in Atlanta100
- Financial management consultancies in Chicago98
- Financial management consultancies in Los Angeles81
- Financial management consultancies in Miami81
- Financial management consultancies in Austin78
- Financial management consultancies in Dallas71
- Financial management consultancies in Denver69
- Financial management consultancies in Charlotte53
- Financial management consultancies in San Francisco49
- Financial management consultancies in Washington49
- Financial management consultancies in San Diego47
- Financial management consultancies in Tampa38
- Financial management consultancies in Seattle37
- Financial management consultancies in Orlando33
- Financial management consultancies in Phoenix31
- Financial management consultancies in Portland31
- Financial management consultancies in Columbus30
- Financial management consultancies in Cincinnati29
- Financial management consultancies in Minneapolis28
- Financial management consultancies in Newport Beach28
- Financial management consultancies in Las Vegas27
- Financial management consultancies in Jacksonville26
- Financial management consultancies in Raleigh26
- Financial management consultancies in Scottsdale25
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 management consultancies, 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 management consultancies are there based in Boston, United States?
RevenueBase identified 45 financial management consultancies headquartered in Boston, 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?
Floyd Advisory LLC, headquartered in Boston, tops this list with the largest team on record.
Which city in the United States has the most financial management consultancies?
New York leads the United States with 224 headquartered companies, followed by Houston (104) and Atlanta (100). Boston has 45.
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 96 verified decision-maker contacts tracked across these 45 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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