Company lists · Data refreshed September 2026

Top 23 Financial management consulting companies based in San Francisco, United States

Name: Financial 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 Sep 28, 2026 70 companies tracked

RevenueBase identified 70 company matches for financial management consulting companies associated with San Francisco, United States as of September 2026 and tracks 700 professional contacts across them, including 176 with verified work emails. Across the United States, New York is the largest hub for this category (333 companies); San Francisco has 70.

This list covers company matches for financial 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 September 28, 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 Sep 28, 2026 How this list was built

70Companies

700Contacts tracked

176Verified emails

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The 23 largest financial management consulting companies based in San Francisco, United States

Ranked by team size

Top 23 of 70 company matches for financial management consulting companies based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Kranz Consulting	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	201-500	99 contacts →
	Exact match “For 30 years, Kranz Consulting has advised and supported entrepreneurs and founders through the complexities of building high-growth businesses, and over 2,500 companies stand as…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Sutro LI	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	68 contacts →
	Exact match “Sutro Li is a full service financial management team that provides bookkeeping and financial advisory services to non-profits and mission-based businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Comcap	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	61 contacts →
	Exact match “ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Capgen	Exact match	San Francisco, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
5	Dakin Ventures Consulting Group	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	28 contacts →
	Exact match “Since 2017, DVCG has helped our small and medium-sized clients by delivering professional, Fractional CFO consulting services that transform and improve the way they do business…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Ayuda Financial Services	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “Ayuda Financial Services is an investment banking company based out of 240 GOLDEN GATE AVE, San Francisco, California, United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Open Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “We believe planning for your future involves collaboration with plenty of courage, conviction, and flexibility along the way.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Tpgi CPA	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
9	Lopez-Iwata & Associates	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
10	Kb&a Accounting	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
11	Hakim Saya Connecting Businesses To Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Hakim Saya is a boutique Business Finance Consulting and a licensed finance broker under California Financing Law in San Francisco, CA.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Milesbradley	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “At MilesBradley, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	SVD INC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “We're a team of experts with over ten years of experience setting up financial operations and growth strategies for SMEs and startups.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	BAY Area CFO Consultants	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
15	Equistone Partners	Exact match	San Francisco, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Equistone Partners™ provides advisory and consulting services, financial management and valuation in the field of investments.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Second Oar, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Second Oar, LLC ("Second Oar") was founded to provide specialized financial assistance to companies ranging from startups to mature organizations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Laurel Street Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Through corporate advisory and fractional CFO services, Laurel Street Capital empowers founders, owners, and investors in small and mid-sized private businesses to make smarter…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Scanlan Consulting, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
19	Boba Gump LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Consulting, Advisory, and Investment Company based in San Francisco.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Futurecast Finance, INC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “We know that your business succeeds based on the choices you make everyday.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	William Dickenson	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Consulting Projects Led by Bill * Worked Across 20+ Industries and Segments.* Achieved a 10-30% Reduction in Operating Costs * Delivered a 10-30% Increase in Revenues” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Financeperiod	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
23	Powerup Business	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 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 · Sep 28, 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 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 23 of 70 financial management consulting companies based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 176 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 28, 2026

25.1%Verified-email coverage

10.0Average contacts per company

1-10Median size (employees)

Sep 28, 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 70 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 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 176 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 September 28, 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 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 management consulting companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 70 company matches for financial management consulting companies associated with San Francisco, United States as of September 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?

Kranz 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 management consulting companies?

New York leads the United States with 333 company records, followed by Chicago (146) and Houston (146). San Francisco has 70.

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 176 professional contacts with verified work emails tracked across these 70 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 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 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.