Company lists · Data refreshed September 2026
Top 25 Financial modeling services based in the United States
RevenueBase identified 224 company matches for financial modeling services associated with the United States as of September 2026 and tracks 720 professional contacts across them, including 254 with verified work emails. New York is the largest hub.
This list covers company matches for financial modeling services 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 20, 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.
The 25 largest financial modeling services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 57 contacts → | ||||
Exact match “Forecastr is an out-of-the-box finance function for your business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 54 contacts → | ||||
Exact match “Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 48 contacts → | ||||
Exact match “Anplify helps its clients derive competitive advantage through improved decision making.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 32 contacts → | ||||
Exact match “Quantrix is the world’s leading provider of business and financial modeling software.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 25 contacts → | ||||
Exact match “The expert teams at ARCSys Technologies are trailblazers in the financial modeling and analytics industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 21 contacts → | ||||
Exact match “PFM’s financial modeling platform for strategic forecasting is provided through PFM Solutions LLC, d/b/a Synario.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 19 contacts → | ||||
Exact match “VIRTUA is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 18 contacts → | ||||
Exact match “LevelUp Finance is the on-demand finance and data team for CFOs who need senior expertise without the search, the ramp, or the overhead.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 15 contacts → | ||||
Exact match “Slope Software is an actuarial financial projection modeling software company, designed using modern thinking that breaks through all the limitations of traditional financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “We bring CFO clarity, operational insight, and long-view financial strategy to the boldest creators in the world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Drive your business with strategic and analytical fractional CFO Services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “Most creative founders didn’t start their business because they love spreadsheets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “True Financial is a financial consultant providing focused collaboration and support with the goal of seeing our clients succeed.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “World class financial modeling, transaction execution, and project finance training for finance professionals, governments, students, and non-profits.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Fivecast Financial is a corporate finance consulting firm that specializes in financial modeling.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “The best FP & A tool since Excel.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “Tartan Solutions provides expertise in implementing and reporting financial modeling systems to drive business performance optimization.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Orbis Consulting helps clients in the energy, infrastructure, real estate, and corporate spaces think more clearly about deals by making the financial modeling simple.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “RMI Insights automates three statement financial modeling by ingesting historical company financials “as is” and allowing users to visually project how these companies will…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “EssJay provides financial forecasting, business planning, metrics, rigor, and peace of mind for agencies in the $5m-$25m annual revenue range.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Business management consulting for small businesses, entrepreneurs and non- profits.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Numberly is a top-rated financial modeling service for early-stage startups.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “We help entrepreneurs create financial projections to raise capital from investors, lenders, or simply for internal planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “The best way to think of GTX Finance is as a bridge to a CFO for Series A-ish companies.” Recorded in the RevenueBase company graph · Sep 20, 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 services”. 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 224 financial modeling services based in the United States
See the full list, filter by size, metro and specialty, and access 254 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial modeling services based in the United States at a glance
As of Sep 20, 2026Companies by employee count
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 224 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 services” 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 254 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 20, 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.
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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial modeling services are there based in the United States?
RevenueBase identified 224 company matches for financial modeling services 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?
Forecastr tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial modeling services?
New York leads with 20 company records, followed by Chicago (10) and Atlanta (9).
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 254 professional contacts with verified work emails tracked across these 224 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 224 financial modeling services based in the United States. Start with a free account, no credit card.
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Financial modeling services by geography
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.
More company lists
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- Financial modeling services based in Australia
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- Financial modeling services based in Canada
- Financial modeling services based in India
- Financial modeling services based in the United Kingdom
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Company intelligence · public preview
Top 25 financial modeling services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 224 matching company records for financial modeling services based in the United States, with 720 tracked contacts and 254 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial modeling services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Forecastrforecastr.coHQ: Louisville, KY, United StatesReported employees: 11-50 | Louisville, KY, United States | 11-50 | Exact match | 57 contacts → |
“Forecastr is an out-of-the-box finance function for your business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  JIRAVjirav.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 54 contacts → |
“Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Anplifyanplify.comHQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 48 contacts → |
“Anplify helps its clients derive competitive advantage through improved decision making.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Quantrixquantrix.comHQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 32 contacts → |
“Quantrix is the world’s leading provider of business and financial modeling software.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Arcsys Technologiesarcsystechnologies.comHQ: Norfolk, VA, United StatesReported employees: 11-50 | Norfolk, VA, United States | 11-50 | Exact match | 25 contacts → |
“The expert teams at ARCSys Technologies are trailblazers in the financial modeling and analytics industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Synariosynario.comHQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 21 contacts → |
“PFM’s financial modeling platform for strategic forecasting is provided through PFM Solutions LLC, d/b/a Synario.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Virtua Researchvirtuaresearch.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 19 contacts → |
“VIRTUA is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Levelup Financelevelupfinance.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 18 contacts → |
“LevelUp Finance is the on-demand finance and data team for CFOs who need senior expertise without the search, the ramp, or the overhead.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Akur8slopesoftware.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 15 contacts → |
“Slope Software is an actuarial financial projection modeling software company, designed using modern thinking that breaks through all the limitations of traditional financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Sparq Partners LLCsparqpartners.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 8 contacts → |
“We bring CFO clarity, operational insight, and long-view financial strategy to the boldest creators in the world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Savanetsavanet.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  CFO PRO Analyticscfoproanalytics.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Drive your business with strategic and analytical fractional CFO Services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Amplifyamplify.businessHQ: Carmel, IN, United StatesReported employees: 1-10 | Carmel, IN, United States | 1-10 | Exact match | 7 contacts → |
“Most creative founders didn’t start their business because they love spreadsheets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | True Financial, LLCtruefinllc.com HQ: Union City, TN, United StatesReported employees: 1-10 | Union City, TN, United States | 1-10 | Exact match | 6 contacts → |
“True Financial is a financial consultant providing focused collaboration and support with the goal of seeing our clients succeed.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Pivotal180pivotal180.com HQ: Purchase, NY, United StatesReported employees: 1-10 | Purchase, NY, United States | 1-10 | Exact match | 6 contacts → |
“World class financial modeling, transaction execution, and project finance training for finance professionals, governments, students, and non-profits.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Fivecast Financialfivecastfinancial.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 5 contacts → |
“Fivecast Financial is a corporate finance consulting firm that specializes in financial modeling.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Modelopticmodeloptic.comHQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 5 contacts → |
“The best FP & A tool since Excel.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Tartan Solutions, INCtartansolutions.com HQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 5 contacts → |
“Tartan Solutions provides expertise in implementing and reporting financial modeling systems to drive business performance optimization.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Orbis Consulting, LLCorbisllc.net HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 4 contacts → |
“Orbis Consulting helps clients in the energy, infrastructure, real estate, and corporate spaces think more clearly about deals by making the financial modeling simple.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  RMI Insightsrmiinsights.comHQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 4 contacts → |
“RMI Insights automates three statement financial modeling by ingesting historical company financials “as is” and allowing users to visually project how these companies will…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Essjay, INCessjay.io HQ: Kingston, NY, United StatesReported employees: 1-10 | Kingston, NY, United States | 1-10 | Exact match | 4 contacts → |
“EssJay provides financial forecasting, business planning, metrics, rigor, and peace of mind for agencies in the $5m-$25m annual revenue range.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Greenseid Consulting Group, LLCgreenseidgroup.com HQ: St. Paul, MN, United StatesReported employees: 1-10 | St. Paul, MN, United States | 1-10 | Exact match | 3 contacts → |
“Business management consulting for small businesses, entrepreneurs and non- profits.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Numberlynumberly.io HQ: DE, United StatesReported employees: 1-10 | DE, United States | 1-10 | Exact match | 3 contacts → |
“Numberly is a top-rated financial modeling service for early-stage startups.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Projectionhubprojectionhub.comHQ: Indianapolis, United StatesReported employees: 1-10 | Indianapolis, United States | 1-10 | Exact match | 3 contacts → |
“We help entrepreneurs create financial projections to raise capital from investors, lenders, or simply for internal planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | GTX Financegtxfinance.com HQ: Oakland, CA, United StatesReported employees: 1-10 | Oakland, CA, United States | 1-10 | Exact match | 3 contacts → |
“The best way to think of GTX Finance is as a bridge to a CFO for Series A-ish companies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 224 company matches
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Financial modeling services: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
222 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 224 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial modeling services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial modeling services did RevenueBase find based in the United States?
The saved snapshot records 224 matching company records, 720 tracked contacts and 254 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial modeling services by geography
Cite this list
RevenueBase Data Team. Top 25 financial modeling services based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-modeling-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Financial modeling services based in Australia
- Financial modeling services based in Brazil
- Financial modeling services based in Canada
- Financial modeling services based in India
- Financial modeling services based in the United Kingdom
- AI companies based in the United States
Company intelligence · public preview
Top 25 financial modeling services based in the United States
RevenueBase records 224 matching company records for financial modeling services based in the United States, with 720 tracked contacts and 254 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial modeling services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Forecastrforecastr.co HQ: Louisville, KY, United StatesReported employees: 11-50 | Louisville, KY, United States | 11-50 | Exact match | 57 contacts → |
“Forecastr is an out-of-the-box finance function for your business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | JIRAVjirav.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 54 contacts → |
“Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Anplifyanplify.com HQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 48 contacts → |
“Anplify helps its clients derive competitive advantage through improved decision making.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Quantrixquantrix.com HQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 32 contacts → |
“Quantrix is the world’s leading provider of business and financial modeling software.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Arcsys Technologiesarcsystechnologies.com HQ: Norfolk, VA, United StatesReported employees: 11-50 | Norfolk, VA, United States | 11-50 | Exact match | 25 contacts → |
“The expert teams at ARCSys Technologies are trailblazers in the financial modeling and analytics industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Synariosynario.com HQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 21 contacts → |
“PFM’s financial modeling platform for strategic forecasting is provided through PFM Solutions LLC, d/b/a Synario.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Virtua Researchvirtuaresearch.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 19 contacts → |
“VIRTUA is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Levelup Financelevelupfinance.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 18 contacts → |
“LevelUp Finance is the on-demand finance and data team for CFOs who need senior expertise without the search, the ramp, or the overhead.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Akur8slopesoftware.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 15 contacts → |
“Slope Software is an actuarial financial projection modeling software company, designed using modern thinking that breaks through all the limitations of traditional financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Sparq Partners LLCsparqpartners.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 8 contacts → |
“We bring CFO clarity, operational insight, and long-view financial strategy to the boldest creators in the world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Savanetsavanet.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | CFO PRO Analyticscfoproanalytics.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Drive your business with strategic and analytical fractional CFO Services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Amplifyamplify.business HQ: Carmel, IN, United StatesReported employees: 1-10 | Carmel, IN, United States | 1-10 | Exact match | 7 contacts → |
“Most creative founders didn’t start their business because they love spreadsheets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | True Financial, LLCtruefinllc.com HQ: Union City, TN, United StatesReported employees: 1-10 | Union City, TN, United States | 1-10 | Exact match | 6 contacts → |
“True Financial is a financial consultant providing focused collaboration and support with the goal of seeing our clients succeed.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Pivotal180pivotal180.com HQ: Purchase, NY, United StatesReported employees: 1-10 | Purchase, NY, United States | 1-10 | Exact match | 6 contacts → |
“World class financial modeling, transaction execution, and project finance training for finance professionals, governments, students, and non-profits.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Fivecast Financialfivecastfinancial.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 5 contacts → |
“Fivecast Financial is a corporate finance consulting firm that specializes in financial modeling.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Modelopticmodeloptic.com HQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 5 contacts → |
“The best FP & A tool since Excel.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Tartan Solutions, INCtartansolutions.com HQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 5 contacts → |
“Tartan Solutions provides expertise in implementing and reporting financial modeling systems to drive business performance optimization.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Orbis Consulting, LLCorbisllc.net HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 4 contacts → |
“Orbis Consulting helps clients in the energy, infrastructure, real estate, and corporate spaces think more clearly about deals by making the financial modeling simple.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | RMI Insightsrmiinsights.com HQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 4 contacts → |
“RMI Insights automates three statement financial modeling by ingesting historical company financials “as is” and allowing users to visually project how these companies will…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Essjay, INCessjay.io HQ: Kingston, NY, United StatesReported employees: 1-10 | Kingston, NY, United States | 1-10 | Exact match | 4 contacts → |
“EssJay provides financial forecasting, business planning, metrics, rigor, and peace of mind for agencies in the $5m-$25m annual revenue range.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Greenseid Consulting Group, LLCgreenseidgroup.com HQ: St. Paul, MN, United StatesReported employees: 1-10 | St. Paul, MN, United States | 1-10 | Exact match | 3 contacts → |
“Business management consulting for small businesses, entrepreneurs and non- profits.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Numberlynumberly.io HQ: DE, United StatesReported employees: 1-10 | DE, United States | 1-10 | Exact match | 3 contacts → |
“Numberly is a top-rated financial modeling service for early-stage startups.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Projectionhubprojectionhub.com HQ: Indianapolis, United StatesReported employees: 1-10 | Indianapolis, United States | 1-10 | Exact match | 3 contacts → |
“We help entrepreneurs create financial projections to raise capital from investors, lenders, or simply for internal planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | GTX Financegtxfinance.com HQ: Oakland, CA, United StatesReported employees: 1-10 | Oakland, CA, United States | 1-10 | Exact match | 3 contacts → |
“The best way to think of GTX Finance is as a bridge to a CFO for Series A-ish companies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 224 company matches
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Financial modeling services: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
222 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 224 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial modeling services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial modeling services did RevenueBase find based in the United States?
The saved snapshot records 224 matching company records, 720 tracked contacts and 254 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial modeling services by geography
Cite this list
RevenueBase Data Team. Top 25 financial modeling services based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-modeling-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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