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 company matches for financial modeling consulting firms associated with 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 company matches for financial modeling consulting firms 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 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

1,402Companies

6,426Contacts tracked

2,654Verified emails

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

Ranked by team size

Top 25 of 1,402 company matches for financial modeling consulting firms based in the 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	Riveron	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,160 contacts →
	Exact match “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Investor Group Services IGS	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	51-200	168 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Synfiny Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Sep 28, 2026	201-500	166 contacts →
	Exact match “We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	8020 Consulting	Exact match	Glendale, CA, United StatesHQ recorded Sep 28, 2026	51-200	132 contacts →
	Exact match “MAKE FINANCE & ACCOUNTING YOUR BUSINESS GROWTH ENGINE 8020 is a finance & accounting consulting firm that expertly solves critical enterprise finance challenges.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Brooks International	Exact match	West Palm Beach, FL, United StatesHQ recorded Sep 28, 2026	51-200	84 contacts →
	Exact match “Brooks International creates and delivers Execution Excellence to our CEO clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Blue OPS	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	51-200	81 contacts →
	Exact match “Outside Operating Partners, Due Diligence Support and CPM Software Implementation with proven success in making our clients make more money faster.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Forecastr	Exact match	Louisville, KY, United StatesHQ recorded Sep 28, 2026	11-50	57 contacts →
	Exact match “Forecastr is an out-of-the-box finance function for your business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Qualicentric	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	57 contacts →
	Exact match “Your finance team is stretched.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	The Oakleaf Group	Exact match	Bethesda, MD, United StatesHQ recorded Sep 28, 2026	51-200	55 contacts →
	Exact match “The Oakleaf Group is a nationwide consulting and advisory firm for the mortgage and structured finance industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Houlihan Capital	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	53 contacts →
	Exact match “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Dean And Company	Exact match	Mclean, VA, United StatesHQ recorded Sep 28, 2026	51-200	53 contacts →
	Exact match “Dean and Company is a highly analytical, strategy consulting firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Adventis	Exact match	Chicago, United StatesHQ recorded Sep 28, 2026	n/a	51 contacts →
	Exact match “Adventis offers college students and finance professionals a better way to develop practical, real-world financial modeling skills through online and in-person learning…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	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
14	Anplify	Exact match	Tampa, FL, United StatesHQ recorded Sep 28, 2026	11-50	48 contacts →
	Exact match “Anplify helps its clients derive competitive advantage through improved decision making.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Turning Point Strategic Advisors	Exact match	Seattle, WA, United StatesHQ recorded Sep 28, 2026	11-50	46 contacts →
	Exact match “Our goal is simple: We strive to empower businesses with the tools and expertise they need to thrive.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Eventus Advisory Group, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	11-50	45 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Ascent CFO Solutions	Exact match	Boulder, CO, United StatesHQ recorded Sep 28, 2026	11-50	44 contacts →
	Exact match “Ascent CFO Solutions is a Fractional CFO firm providing finance and accounting services to high-growth start-ups and scale-ups.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	G-Squared Partners, LLC	Exact match	Fort Washington, PA, United StatesHQ recorded Sep 28, 2026	11-50	40 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	CFO Strategic Partners	Exact match	Winter Park, FL, United StatesHQ recorded Sep 28, 2026	11-50	37 contacts →
	Exact match “We are now Acclarity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	C. Myers Corporation	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 28, 2026	51-200	34 contacts →
	Exact match “We help financial institution decision-makers uncover opportunities and continuously optimize their business models.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Getmeresearch	Exact match	Burlingame, CA, United StatesHQ recorded Sep 28, 2026	11-50	34 contacts →
	Exact match “GetMeResearch is a boutique business and financial research firm; our core principles are to serve our clients with ethics, excellence, respect, humility and integrity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Gleason	Exact match	Pittsburgh, PA, United StatesHQ recorded Sep 28, 2026	11-50	34 contacts →
	Exact match “GLEASON provides specialized financial consulting and economic advisory services to attorneys, corporations, investors, individuals, and many others by analyzing complex financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	CFO Squad LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	31 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Guzmangray	Exact match	Costa Mesa, CA, United StatesHQ recorded Sep 28, 2026	11-50	31 contacts →
	Exact match “Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Orchid Black	Exact match	St. Petersburg, FL, United StatesHQ recorded Sep 28, 2026	11-50	30 contacts →
	Exact match “Orchid Black maximizes your company's value and positions you as a tech-forward business for upcoming liquidity events.” 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 modeling consulting firms”. 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 1,402 financial modeling consulting firms based in the United States

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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)

7.7%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

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 modeling consulting firms” 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 2,654 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 modeling consulting firms by metro

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 modeling consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial modeling consulting firms are there based in the United States?

RevenueBase identified 1,402 company matches for financial modeling consulting firms associated with the 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?

Riveron tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial modeling consulting firms?

New York leads with 108 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 2,654 professional contacts with verified work emails tracked across these 1,402 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.