Company lists · Data refreshed September 2026

Top 25 Financial modeling consulting firms based in New York, United States

Name: Financial modeling consulting firms 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 99 companies tracked

RevenueBase identified 99 financial modeling consulting firms headquartered in New York, United States as of September 2026 and tracks 422 professional contacts across them, including 125 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers financial modeling consulting firms 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

99Companies

422Contacts tracked

125Verified emails

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The 25 largest financial modeling consulting firms based in New York, United States

Ranked by team size

Top 25 of 99 financial modeling consulting firms 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 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	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
2	Rhodium Analytics INC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Partial evidence “Rhodium Analytics provides high quality, cost-effective financial analysis, research and FP & A support for corporate finance managers, investment banks, private equity firms…” Source: RevenueBase Database · checked Sep 28, 2026
3	Stuart-Lynn Company, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect evidence “Stuart-Lynn Company is the trusted partner behind some of the world’s most celebrated architecture.” Source: RevenueBase Database · checked Sep 28, 2026
4	Savanet	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong evidence “SavaNet provides a suite of financial modeling and analytics solutions which are unique in the investment industry, including- hyper-detailed company consensus models with three…” Source: RevenueBase Database · checked Sep 28, 2026
5	KMG Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “KMG Advisors is a trusted financial consulting firm that provides investment banking and advisory services to owners and investors of small to middle market businesses.” Source: RevenueBase Database · checked Sep 28, 2026
6	Dragonfly, LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong evidence “Dragonfly, LLC provides strategy consulting, risk management advisory, as well as investment analysis and modeling.” Source: RevenueBase Database · checked Sep 28, 2026
7	CFO PRO Analytics	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Drive your business with strategic and analytical fractional CFO Services.” Source: RevenueBase Database · checked Sep 28, 2026
8	Alkaline Advisors	Strong evidence	New York, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Alkaline Advisors is an independently owned real estate consulting firm specializing in custom financial modeling, underwriting, and strategy.” Source: RevenueBase Database · checked Sep 28, 2026
9	Virgo Strategic	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Trusted partner to startups navigating the early-to-growth transition.” Source: RevenueBase Database · checked Sep 28, 2026
10	Clarity Services Group	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	6 contacts →
	Strong evidence “Clarity Services Group is a boutique financial services consulting firm headquartered in New York City, mere steps away from Grand Central Station.” Source: RevenueBase Database · checked Sep 28, 2026
11	KCP Consulting LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “KCP Consulting LLC offers outsourced CFO and strategic sell-side advisory services.” Source: RevenueBase Database · checked Sep 28, 2026
12	Reginensi Consulting	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “When we take on a client, we provide them with a full-service, dedicated to their unique “big picture.” With expertise and a genuine love and respect for numbers, we take it all…” Source: RevenueBase Database · checked Sep 28, 2026
13	Tsenu Consulting	Indirect evidence	New York, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “A new vision for the future.” Source: RevenueBase Database · checked Sep 28, 2026
14	Step TWO Advisors	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Step Two Advisors is a financial advisory firm specialized in CPG early stage startups.” Source: RevenueBase Database · checked Sep 28, 2026
15	Orcus Consult	Indirect evidence	New York, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “We help you make credible decisions for your business.” Source: RevenueBase Database · checked Sep 28, 2026
16	SYH Strategies	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Welcome to Syh Strategies, where innovation meets expertise.” Source: RevenueBase Database · checked Sep 28, 2026
17	Bravo Squared	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Partial evidence “Let Bravo Squared be your boutique consulting and business support partners.” Source: RevenueBase Database · checked Sep 28, 2026
18	Traverse	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Strong evidence “Traverse is a market leading consulting firm specializing in top-tier interim, fractional, and project-based Chief Financial Officer (CFO) services.” Source: RevenueBase Database · checked Sep 28, 2026
19	NAV Valuation & Advisory LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “NAV Valuation & Advisory LLC was founded to deliver the highest level of superior client service, transparency, and diversified financial advisory.” Source: RevenueBase Database · checked Sep 28, 2026
20	Quantfin LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “STRATEGIC ADVICE for Business Transformation M&A Advisory and Quantitative Analysis pedigree, with 50 years of combined experience at Goldman Sachs, Sagent Advisors and Xerox PARC…” Source: RevenueBase Database · checked Sep 28, 2026
21	Bridge Insight	Indirect evidence	New York, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “At Bridge, we combine decades of Tier 1 investment banking and analytics expertise to deliver data driven insights that help you and your clients make better decisions.” Source: RevenueBase Database · checked Sep 28, 2026
22	Findatanalytics	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Findatanalytics is a strategic finance boutique consulting firm specializing in the interconnection of finance, data and analytics.” Source: RevenueBase Database · checked Sep 28, 2026
23	Stratfin Advisors LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Welcome to StratFin Advisors!” Source: RevenueBase Database · checked Sep 28, 2026
24	Quantegi, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Advising for the present, shaping for the future \| Helping develop and scale your finance capability.” Source: RevenueBase Database · checked Sep 28, 2026
25	Robustus Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	1 contacts →
	Indirect evidence “Robustus Group play a pivotal role in helping clients to secure finance from the most appropriate sources.” 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 99 financial modeling consulting firms based in New York, United States

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Financial modeling consulting firms based in New York, United States at a glance

As of Sep 28, 2026

29.6%Verified-email coverage

4.3Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 99 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 New York, 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 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, 125 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 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 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 New York, United States?

RevenueBase identified 99 financial modeling consulting firms 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?

CFO Squad LLC, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most financial modeling consulting firms?

New York leads the United States 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 125 verified decision-maker contacts tracked across these 99 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.