Company lists · Data refreshed September 2026
Top 25 Financial operations consulting firms based in San Francisco, United States
RevenueBase identified 97 financial operations consulting firms headquartered in San Francisco, United States as of September 2026 and tracks 1,048 professional contacts across them, including 163 with verified work emails. Across the United States, New York is the largest hub for this category (414 companies); San Francisco has 97.
This list covers financial operations consulting firms headquartered in San Francisco, 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.
The 25 largest financial operations consulting firms based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 274 contacts → | ||||
Partial evidence “M Squared Consulting has now fully integrated into our parent company, SolomonEdwards, uniting us as one national professional services firm and brand.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 68 contacts → | ||||
Partial evidence “Sutro Li is a full service financial management team that provides bookkeeping and financial advisory services to non-profits and mission-based businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 61 contacts → | ||||
Partial evidence “ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 57 contacts → | ||||
Indirect evidence “Your finance team is stretched.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 50 contacts → | ||||
Indirect evidence “Capgen works with sponsor-backed companies to drive measurable value through finance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 28 contacts → | ||||
Partial evidence “Since 2017, DVCG has helped our small and medium-sized clients by delivering professional, Fractional CFO consulting services that transform and improve the way they do business…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 21 contacts → | ||||
Partial evidence “Silicon Valley Finance Group is a rapidly growing finance, accounting and human resource consulting firm based in the San Francisco Bay Area.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 21 contacts → | ||||
Strong evidence “AOC SF provides financial, operational and strategic consulting services for independent and multi unit restaurant operators.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 14 contacts → | ||||
Partial evidence “Webster Pacific is a small consulting firm that helps CEOs alleviate the pains of complexity.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 13 contacts → | ||||
Indirect evidence “In June 2015, LTA opened its first office in the US, located in San Francisco through the firm LTA US Advisors, Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Partial evidence “TPGI CPA is a full-service Finance and Accounting Consulting firm located in California and Washington, DC.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Partial evidence “CRC provides high-quality, independent business advisory and consulting services including CFO Support and Accounting Services, Risk Advisory Services (Internal Audit, Corporate…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Partial evidence “We’re a passionate team of bookkeepers, management consultants, and financial-ops specialists who love helping businesses thrive.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Partial evidence “We help growing businesses build operational foundations they can actually rely on.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Strong evidence “We serve as your on-demand financial partner, offering financial and operations expertise across a broad spectrum of disciplines, ranging from advisory services to financial…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Strong evidence “Hakim Saya is a boutique Business Finance Consulting and a licensed finance broker under California Financing Law in San Francisco, CA.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “At MilesBradley, Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “Our Mission:'Business Process Optimization' Before Technology Considerations!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Partial evidence “Krebar International is a consulting firm offering business services to clients worldwide.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “Consult Our Source is a Certified Small Disadvantaged Business, Minority Owned, and headquartered in San Francisco; specializing in complex environments in Information Technology…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “The Basis Point® is a sales & strategy consultancy to banks, lenders, and fintechs – and boutique analyst firm covering these sectors.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence “Stratis Advisory was founded in 2013 by seasoned risk executives, consultants, and serial entrepreneurs who believe in the transformative power of innovation and technology.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Strong evidence “We're a team of experts with over ten years of experience setting up financial operations and growth strategies for SMEs and startups.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “This is a new page for my business, Bay Area CFO Consultants.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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 operations 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 operations consulting firms.
- Partial evidence
- Its own public description names part of financial operations 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 operations 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 97 financial operations consulting firms based in San Francisco, United States
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Financial operations consulting firms based in San Francisco, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 97 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 operations 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 San Francisco, United States whose own description of what they do matches “financial operations 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 operations 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 operations consulting firms, and records with no verified work email. Companies headquartered outside San Francisco 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, 163 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 operations consulting firms by metro in the United States
- Financial operations consulting firms in New York414
- Financial operations consulting firms in Chicago194
- Financial operations consulting firms in Houston184
- Financial operations consulting firms in Atlanta169
- Financial operations consulting firms in Los Angeles153
- Financial operations consulting firms in Dallas141
- Financial operations consulting firms in Miami132
- Financial operations consulting firms in Austin114
- Financial operations consulting firms in Denver114
- Financial operations consulting firms in Washington103
- Financial operations consulting firms in Boston92
- Financial operations consulting firms in Charlotte74
- Financial operations consulting firms in Tampa73
- Financial operations consulting firms in San Diego71
- Financial operations consulting firms in Seattle63
- Financial operations consulting firms in Orlando59
- Financial operations consulting firms in Phoenix59
- Financial operations consulting firms in Minneapolis56
- Financial operations consulting firms in Philadelphia49
- Financial operations consulting firms in Columbus48
- Financial operations consulting firms in Irvine43
- Financial operations consulting firms in Las Vegas42
- Financial operations consulting firms in Scottsdale41
- Financial operations consulting firms in San Antonio40
- Financial operations consulting firms in Nashville38
- Financial operations consulting firms in Portland38
- Financial operations consulting firms in Raleigh38
- Financial operations consulting firms in Cincinnati34
- Financial operations consulting firms in Newport Beach33
- Financial operations consulting firms in Indianapolis31
- Financial operations consulting firms in Tulsa30
- Financial operations consulting firms in Arlington29
- Financial operations consulting firms in New York City29
- Financial operations consulting firms in Salt Lake City29
- Financial operations consulting firms in Cleveland28
- Financial operations consulting firms in Fort Worth28
- Financial operations consulting firms in Detroit27
- Financial operations consulting firms in Pittsburgh26
- Financial operations consulting firms in Jacksonville25
- Financial operations consulting firms in Kansas City25
- Financial operations consulting firms in Richmond25
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 operations 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 operations consulting firms are there based in San Francisco, United States?
RevenueBase identified 97 financial operations consulting firms headquartered in San Francisco, 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?
M Squared Consulting, headquartered in San Francisco, tops this list with the largest team on record.
Which city in the United States has the most financial operations consulting firms?
New York leads the United States with 414 headquartered companies, followed by Chicago (194) and Houston (184). San Francisco has 97.
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 163 verified decision-maker contacts tracked across these 97 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 97 financial operations consulting firms based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
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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.
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