Company lists · Data refreshed November 2026

Top 25 Financial optimization consultants based in the United States

Name: Financial optimization consultants based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 1,955 companies tracked

RevenueBase identified 1,955 company matches for financial optimization consultants associated with the United States as of November 2026 and tracks 7,313 professional contacts across them, including 2,307 with verified work emails. New York is the largest hub.

This list covers company matches for financial optimization consultants 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 November 6, 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 Nov 6, 2026 How this list was built

1,955Companies

7,313Contacts tracked

2,307Verified emails

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The 25 largest financial optimization consultants based in the United States

Ranked by team size

Top 25 of 1,955 company matches for financial optimization consultants based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	TGG	Exact match	San Antonio, TX, United StatesHQ recorded Nov 6, 2026	51-200	283 contacts →
	Exact match “The true performance of your business shouldn’t be a mystery.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	DNA Growth	Exact match	Bay, CA, United StatesHQ recorded Nov 6, 2026	51-200	230 contacts →
	Exact match “We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Synfiny Advisors	Exact match	Cincinnati, OH, United StatesHQ recorded Nov 6, 2026	201-500	157 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 · Nov 6, 2026 · View company records in RevenueBase
4	8020 Consulting	Exact match	Glendale, CA, United StatesHQ recorded Nov 6, 2026	51-200	154 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 · Nov 6, 2026 · View company records in RevenueBase
5	Boston Financial Advisory Group	Exact match	Monroeville, PA, United StatesHQ recorded Nov 6, 2026	51-200	110 contacts →
	Exact match “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Peter Holtz CPA	Exact match	Manteca, CA, United StatesHQ recorded Nov 6, 2026	51-200	103 contacts →
	Exact match “Clarity Of Your Business Financials Without The Accounting Headache If you are a struggling small business owner you are probably frustrated by your cash flow and financial system.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Sutro LI	Exact match	San Francisco, CA, United StatesHQ recorded Nov 6, 2026	51-200	77 contacts →
	Exact match “Sutro Li is a full service financial management team that provides bookkeeping and financial advisory services to non-profits and mission-based businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Profit Resources, INC	Exact match	Monroe, GA, United StatesHQ recorded Nov 6, 2026	11-50	66 contacts →
	Exact match “Profit Resources Inc.(PRI) takes a personalized approach to strengthening profitability for financial institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Acru Solutions	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	11-50	59 contacts →
	Exact match “Accounting delivered: accurately, stress-free, with excellence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Procfo Partners	Exact match	New York, IL, United StatesHQ recorded Nov 6, 2026	51-200	57 contacts →
	Exact match “ProCFO Partners exists for exactly this moment – to help you navigate your business challenges with clear counsel and actionable, practical, proven insights.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Capgen	Exact match	San Francisco, United StatesHQ recorded Nov 6, 2026	51-200	54 contacts →
	Exact match “Capgen works with sponsor-backed companies to drive measurable value through finance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	SMCO	Exact match	Knoxville, TN, United StatesHQ recorded Nov 6, 2026	n/a	51 contacts →
	Exact match “We are Financial Management Consultants that help companies understand how to better manage the financial aspects of their business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Growth CFO LLC	Exact match	Washington, DC, United StatesHQ recorded Nov 6, 2026	11-50	40 contacts →
	Exact match “Think of us as your co-pilots, guiding you through the complexities of business with a clear flight plan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Edgewater Strategy Group	Exact match	New York, United StatesHQ recorded Nov 6, 2026	11-50	40 contacts →
	Exact match “Edgewater Strategy Group ("Edgewater") is a global advisory firm specialized in Mergers & Acquisitions, Capital Raising, and Office of the CFO services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	MLA Companies	Exact match	Springboro, OH, United StatesHQ recorded Nov 6, 2026	11-50	37 contacts →
	Exact match “MLA provides business and organizational advice and support from the context of a finance discipline.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Crossmark Management Group, LLC	Exact match	Ruston, LA, United StatesHQ recorded Nov 6, 2026	11-50	37 contacts →
	Exact match “Crossmark Management Group offers professional financial and accounting outsourcing (FAO).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	CFO Strategic Partners	Exact match	Winter Park, FL, United StatesHQ recorded Nov 6, 2026	11-50	35 contacts →
	Exact match “We are now Acclarity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Acilon Consulting	Exact match	Los Altos, CA, United StatesHQ recorded Nov 6, 2026	11-50	34 contacts →
	Exact match “Acilon is a prime accounting and financial consulting firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Company Vitals	Exact match	Lehi, UT, United StatesHQ recorded Nov 6, 2026	11-50	33 contacts →
	Exact match “Our team of Fractional CFO's, Advisors, Controllers, Senior Accountants, Bookkeepers and Specialists provides custom solutions for small and mid-sized businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Alliance Cost Containment	Exact match	Louisville, KY, United StatesHQ recorded Nov 6, 2026	11-50	32 contacts →
	Exact match “Alliance Cost Containment (ACC) assists corporations, private equity backed companies and industry groups with profit improvement by lowering non-core procurement costs.We provide…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	JTC Cpas	Exact match	Boise, ID, United StatesHQ recorded Nov 6, 2026	51-200	31 contacts →
	Exact match “No one can be an expert in everything, and that includes business owners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Savalan, LLC	Exact match	Washington, DC, United StatesHQ recorded Nov 6, 2026	11-50	31 contacts →
	Exact match “Savalan handles all the financial planning and analysis functions of a finance department allowing you to focus on growing your business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Point CPA	Exact match	Bismarck, ND, United StatesHQ recorded Nov 6, 2026	51-200	29 contacts →
	Exact match “Point CPA specializes in financial services for businesses of all sizes, like accounting, tax preparation, and much more.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Cfoshare	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	11-50	29 contacts →
	Exact match “We believe every business deserves professional financial strategy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Guzmangray	Exact match	Costa Mesa, CA, United StatesHQ recorded Nov 6, 2026	11-50	29 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 · Nov 6, 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 optimization consultants”. 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 1,955 financial optimization consultants based in the United States

See the full list, filter by size, metro and specialty, and access 2,307 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial optimization consultants based in the United States at a glance

As of Nov 6, 2026

31.5%Verified-email coverage

3.7Average contacts per company

1-10Median size (employees)

3.6%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

1,694

11-50

209

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 1,955 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 optimization consultants” 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 2,307 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 November 6, 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 optimization consultants 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 optimization consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial optimization consultants are there based in the United States?

RevenueBase identified 1,955 company matches for financial optimization consultants associated with the United States as of November 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?

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

Which city has the most financial optimization consultants?

New York leads with 70 company records, followed by Chicago (47) and Atlanta (42).

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 2,307 professional contacts with verified work emails tracked across these 1,955 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 November 6, 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.