Company lists · Data refreshed September 2026

Top 25 Financial management consulting companies based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 317 companies tracked

RevenueBase identified 317 financial management consulting companies headquartered in New York, United States as of September 2026 and tracks 30,099 professional contacts across them, including 14,118 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers financial management consulting companies headquartered in New York, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

317Companies

30,099Contacts tracked

14,118Verified emails

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The 25 largest financial management consulting companies based in New York, United States

Ranked by team size

Top 25 of 317 financial management consulting companies based in New York, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial management consulting companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	20,868 contacts →
	Indirect evidence “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Source: RevenueBase Database · checked Sep 28, 2026
2	KROLL	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	5,001-10,000	6,287 contacts →
	Partial evidence “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Source: RevenueBase Database · checked Sep 28, 2026
3	Perella Weinberg	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	883 contacts →
	Partial evidence “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Source: RevenueBase Database · checked Sep 28, 2026
4	Lenox Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	323 contacts →
	Partial evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 28, 2026
5	Evergreen Trading	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	151 contacts →
	Partial evidence “Evergreen Trading delivers financial solutions to complex business challenges, turning unused business assets and balance-sheet liabilities into marketing opportunities, funding…” Source: RevenueBase Database · checked Sep 28, 2026
6	Applied Value Group	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	124 contacts →
	Strong evidence “Founded in 1997 by Executive Chairman Bruce Grant and the late Jan Stenbeck, Applied Value Group is a leading global management consulting firm with decades of experience growing…” Source: RevenueBase Database · checked Sep 28, 2026
7	Reference Point	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	83 contacts →
	Strong evidence “Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
8	PHG Advisory	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	51 contacts →
	Indirect evidence “M&A Advisory, Fractional CFO & Bookkeeping, Digital Marketing, and Valuation” Source: RevenueBase Database · checked Sep 28, 2026
9	Finserv Consulting	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	32 contacts →
	Strong evidence “Founded in 2005, FinServ Consulting is a premier management consulting firm specializing in partnering with Alternative Asset Managers and Investment Banks.” Source: RevenueBase Database · checked Sep 28, 2026
10	CFO Squad LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Strong evidence “The CFO Squad is a financial and business consulting firm providing consulting and outsourced CFO services for companies in a wide range of businesses and industries.” Source: RevenueBase Database · checked Sep 28, 2026
11	Nongmin Consultancy Services Hirencs	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Indirect evidence “Nongmin Consultancy Services (HireNCS) is a trusted partner for small and medium businesses, offering expert accounting & bookkeeping services.” Source: RevenueBase Database · checked Sep 28, 2026
12	Gotham Consulting Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Partial evidence “Gotham Consulting Partners specializes in rapidly creating significant value for private equity firms and their portfolio companies.” Source: RevenueBase Database · checked Sep 28, 2026
13	Schulman Lobel LLP	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	23 contacts →
	Strong evidence “Schulman Lobel LLP is a unique accounting and consulting firm offering financial and management strategies to individuals and businesses throughout the United States and…” Source: RevenueBase Database · checked Sep 28, 2026
14	AEC Advisors LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence “AEC Advisors provides differentiated investment banking and corporate finance advisory services through strategic insight, unique data, responsiveness, and care to help…” Source: RevenueBase Database · checked Sep 28, 2026
15	Traxion Group, INC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Strong evidence “Traxion Group is a management consulting firm that specializes in: 1) Business Intelligence 2) Cost Management 3) Process Improvement 4) Project Management From Fortune 100…” Source: RevenueBase Database · checked Sep 28, 2026
16	Grenoble Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Strong evidence “We are a management consulting firm that delivers value through knowledge and innovation.” Source: RevenueBase Database · checked Sep 28, 2026
17	Financial GYM Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Source: RevenueBase Database · checked Sep 28, 2026
18	DST Research, Analytics, And Consulting	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	n/a	17 contacts →
	Partial evidence “Our mission is to transform how financial services companies grow their market share.” Source: RevenueBase Database · checked Sep 28, 2026
19	revenu.com	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Strong evidence “Revenu redefines financial management by blending meticulous accounting with expert CFO services.” Source: RevenueBase Database · checked Sep 28, 2026
20	Paladin Solutions Group	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “The Paladin Solutions Group is a Professional Services firm that provides highly Specialized Services to the Financial Services industry and Business Community 1) Core Advisory…” Source: RevenueBase Database · checked Sep 28, 2026
21	Galt & Company	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	16 contacts →
	Strong evidence “Galt & Company is a management consulting firm that works with senior management of Fortune 200 companies to deliver significant shareholder value growth over time: we make our…” Source: RevenueBase Database · checked Sep 28, 2026
22	Aspect Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “Our clients are financial service innovators, including fintech companies, registered investment advisers (RIAs), broker-dealers, commodity, digital asset and private fund…” Source: RevenueBase Database · checked Sep 28, 2026
23	C&a Consulting LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Strong evidence “C&A Consulting LLC is a boutique firm specializing in strategic and tactical business, technology, and operational solutioning and program execution for financial services…” Source: RevenueBase Database · checked Sep 28, 2026
24	Mosaic Financial Markets	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “Mosaic is a new kind of consulting firm that offers a compelling alternative to the traditional consulting model.” Source: RevenueBase Database · checked Sep 28, 2026
25	Quantum Media	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Quantum Media is a consulting firm with deep expertise in the media, information, and entertainment industries.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial 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 management consulting companies.
Partial evidence: Its own public description names part of financial 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 management consulting companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 317 financial management consulting companies based in New York, United States

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Financial management consulting companies based in New York, United States at a glance

As of Sep 28, 2026

46.9%Verified-email coverage

94.9Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

216

11-50

51-200

201-500

501-1,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 317 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 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 New York, United States whose own description of what they do matches “financial 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 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 management consulting companies, and records with no verified work email. Companies headquartered outside New York 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, 14,118 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 consulting companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial 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 management consulting companies are there based in New York, United States?

RevenueBase identified 317 financial management consulting companies headquartered in New York, 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?

Mercer, headquartered in New York, tops this list with the largest team on record.

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

New York leads the United States with 317 headquartered companies, followed by Chicago (146) and Houston (146).

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 14,118 verified decision-maker contacts tracked across these 317 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.