Company lists · Data refreshed September 2026

Top 25 Financial modeling consulting firms based in the United States

Name: Financial modeling consulting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 1,402 companies tracked

RevenueBase identified 1,402 financial modeling consulting firms headquartered in the United States as of September 2026 and tracks 6,426 professional contacts across them, including 2,654 with verified work emails. New York is the largest hub.

This list covers financial modeling consulting firms headquartered in the 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

1,402Companies

6,426Contacts tracked

2,654Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial modeling consulting firms based in the United States

Ranked by team size

Top 25 of 1,402 financial modeling consulting firms based in the 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 modeling consulting firms: 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	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,160 contacts →
	Indirect evidence “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: RevenueBase Database · checked Sep 28, 2026
2	Investor Group Services IGS	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	168 contacts →
	Indirect evidence “For over 25 years, IGS has helped investors and management teams make better, faster decisions, from commercial due diligence, to growth strategy, pricing, and go-to-market…” Source: RevenueBase Database · checked Sep 28, 2026
3	Synfiny Advisors	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	201-500	166 contacts →
	Indirect evidence “We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Source: RevenueBase Database · checked Sep 28, 2026
4	8020 Consulting	Partial evidence	Glendale, CA, United StatesHQ checked Sep 28, 2026	51-200	132 contacts →
	Partial evidence “MAKE FINANCE & ACCOUNTING YOUR BUSINESS GROWTH ENGINE 8020 is a finance & accounting consulting firm that expertly solves critical enterprise finance challenges.” Source: RevenueBase Database · checked Sep 28, 2026
5	Brooks International	Indirect evidence	West Palm Beach, FL, United StatesHQ checked Sep 28, 2026	51-200	84 contacts →
	Indirect evidence “Brooks International creates and delivers Execution Excellence to our CEO clients.” Source: RevenueBase Database · checked Sep 28, 2026
6	Blue OPS	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	51-200	81 contacts →
	Indirect evidence “Outside Operating Partners, Due Diligence Support and CPM Software Implementation with proven success in making our clients make more money faster.” Source: RevenueBase Database · checked Sep 28, 2026
7	Forecastr	Indirect evidence	Louisville, KY, United StatesHQ checked Sep 28, 2026	11-50	57 contacts →
	Indirect evidence “Forecastr is an out-of-the-box finance function for your business.” Source: RevenueBase Database · checked Sep 28, 2026
8	Qualicentric	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	57 contacts →
	Indirect evidence “Your finance team is stretched.” Source: RevenueBase Database · checked Sep 28, 2026
9	The Oakleaf Group	Partial evidence	Bethesda, MD, United StatesHQ checked Sep 28, 2026	51-200	55 contacts →
	Partial evidence “The Oakleaf Group is a nationwide consulting and advisory firm for the mortgage and structured finance industries.” Source: RevenueBase Database · checked Sep 28, 2026
10	Houlihan Capital	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	53 contacts →
	Partial evidence “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Source: RevenueBase Database · checked Sep 28, 2026
11	Dean And Company	Partial evidence	Mclean, VA, United StatesHQ checked Sep 28, 2026	51-200	53 contacts →
	Partial evidence “Dean and Company is a highly analytical, strategy consulting firm.” Source: RevenueBase Database · checked Sep 28, 2026
12	Adventis	Strong evidence	Chicago, United StatesHQ checked Sep 28, 2026	n/a	51 contacts →
	Strong evidence “Adventis offers college students and finance professionals a better way to develop practical, real-world financial modeling skills through online and in-person learning…” Source: RevenueBase Database · checked Sep 28, 2026
13	Capgen	Indirect evidence	San Francisco, United StatesHQ checked Sep 28, 2026	51-200	50 contacts →
	Indirect evidence “Capgen works with sponsor-backed companies to drive measurable value through finance.” Source: RevenueBase Database · checked Sep 28, 2026
14	Anplify	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	11-50	48 contacts →
	Indirect evidence “Anplify helps its clients derive competitive advantage through improved decision making.” Source: RevenueBase Database · checked Sep 28, 2026
15	Turning Point Strategic Advisors	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 28, 2026	11-50	46 contacts →
	Indirect evidence “Our goal is simple: We strive to empower businesses with the tools and expertise they need to thrive.” Source: RevenueBase Database · checked Sep 28, 2026
16	Eventus Advisory Group, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	45 contacts →
	Indirect evidence “Eventus Advisory Group, LLC is an embedded finance and strategic advisory partner built for high-stakes moments-rapid growth, audits, diligence, capital raises, and public-company…” Source: RevenueBase Database · checked Sep 28, 2026
17	Ascent CFO Solutions	Indirect evidence	Boulder, CO, United StatesHQ checked Sep 28, 2026	11-50	44 contacts →
	Indirect evidence “Ascent CFO Solutions is a Fractional CFO firm providing finance and accounting services to high-growth start-ups and scale-ups.” Source: RevenueBase Database · checked Sep 28, 2026
18	G-Squared Partners, LLC	Strong evidence	Fort Washington, PA, United StatesHQ checked Sep 28, 2026	11-50	40 contacts →
	Strong evidence “G-Squared Partners, LLC provides part time CFO services and financial and strategic consulting to venture backed and emerging growth companies in the greater Philadelphia Area.” Source: RevenueBase Database · checked Sep 28, 2026
19	CFO Strategic Partners	Indirect evidence	Winter Park, FL, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Indirect evidence “We are now Acclarity.” Source: RevenueBase Database · checked Sep 28, 2026
20	C. Myers Corporation	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 28, 2026	51-200	34 contacts →
	Partial evidence “We help financial institution decision-makers uncover opportunities and continuously optimize their business models.” Source: RevenueBase Database · checked Sep 28, 2026
21	Getmeresearch	Partial evidence	Burlingame, CA, United StatesHQ checked Sep 28, 2026	11-50	34 contacts →
	Partial evidence “GetMeResearch is a boutique business and financial research firm; our core principles are to serve our clients with ethics, excellence, respect, humility and integrity.” Source: RevenueBase Database · checked Sep 28, 2026
22	Gleason	Strong evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	11-50	34 contacts →
	Strong evidence “GLEASON provides specialized financial consulting and economic advisory services to attorneys, corporations, investors, individuals, and many others by analyzing complex financial…” Source: RevenueBase Database · checked Sep 28, 2026
23	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
24	Guzmangray	Partial evidence	Costa Mesa, CA, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals.” Source: RevenueBase Database · checked Sep 28, 2026
25	Orchid Black	Indirect evidence	St. Petersburg, FL, United StatesHQ checked Sep 28, 2026	11-50	30 contacts →
	Indirect evidence “Orchid Black maximizes your company's value and positions you as a tech-forward business for upcoming liquidity events.” 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 modeling consulting firms. 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 modeling consulting firms.
Partial evidence: Its own public description names part of financial modeling consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial modeling consulting firms. 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 1,402 financial modeling consulting firms based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,654 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial modeling consulting firms based in the United States at a glance

As of Sep 28, 2026

41.3%Verified-email coverage

4.6Average contacts per company

1-10Median size (employees)

7.1%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

1,208

11-50

156

51-200

201-500

1,001-5,000

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 1,402 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 modeling consulting firms, 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 the United States whose own description of what they do matches “financial modeling consulting firms”. 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 modeling consulting firms), 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 modeling consulting firms, and records with no verified work email. Companies headquartered outside United States 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, 2,654 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 modeling consulting firms by metro

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 modeling consulting firms, 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 modeling consulting firms are there based in the United States?

RevenueBase identified 1,402 financial modeling consulting firms headquartered in the 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?

Riveron, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most financial modeling consulting firms?

New York leads with 99 headquartered companies, followed by Chicago (46) and Atlanta (43).

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 2,654 verified decision-maker contacts tracked across these 1,402 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.

Ready to reach these companies? Verified emails and direct dials for all 1,402 financial modeling consulting firms based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial modeling consulting firms by geography

Browse the directory

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.