Company lists · Data refreshed September 2026

Top 11 Financial planning and analysis outsourcing companies based in New York, United States

RevenueBase identified 29 company matches for financial planning and analysis outsourcing companies associated with New York, United States as of September 2026 and tracks 682 professional contacts across them, including 105 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for financial planning and analysis outsourcing companies associated with New York, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
29Companies
682Contacts tracked
105Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 11 largest financial planning and analysis outsourcing companies based in New York, United States

Ranked by team size
Top 11 of 29 company matches for financial planning and analysis outsourcing companies based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Sep 28, 20261,001-5,000397 contacts →

Exact match

“Outsource Partners International (OPI) is a professional services firm dedicated to the outsourcing of finance, accounting, and analytics business processes.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026201-50058 contacts →

Exact match

“We take the complication out of any business.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5031 contacts →

Exact match

“The CFO Squad is a financial and business consulting firm providing consulting and outsourced CFO services for companies in a wide range of businesses and industries.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5027 contacts →

Exact match

“Rhodium Analytics provides high quality, cost-effective financial analysis, research and FP & A support for corporate finance managers, investment banks, private equity firms…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchNew York, NY, United StatesHQ recorded Sep 28, 20261-107 contacts →

Exact match

“Drive your business with strategic and analytical fractional CFO Services.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Sep 28, 20261-106 contacts →

Exact match

“KCP Consulting LLC offers outsourced CFO and strategic sell-side advisory services.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Sep 28, 20261-104 contacts →

Exact match

“At Wytetail, we empower early to mid-stage technology startups with a complete suite of outsourced financial services tailored to foster growth, scalability, and quickly raise…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Sep 28, 20261-103 contacts →

Exact match

“Financialese was built on the premise that all businesses need reliable financial reports to not only meet regulatory and investor demands but also to enable strategic decision…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-502 contacts →

Exact match

“Let Bravo Squared be your boutique consulting and business support partners.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchNew York, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“Drive Fractional serves as a strategic financial partner, empowering companies to unlock their full potential.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“Are you struggling to manage your cash flow, create a realistic budget, or plan for the future?”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 11 of 29 financial planning and analysis outsourcing companies based in New York, United States

See the full list, filter by size, metro and specialty, and access 105 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial planning and analysis outsourcing companies based in New York, United States at a glance

As of Sep 28, 2026
15.4%Verified-email coverage
23.5Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
8
51-200
3
201-500
1
1,001-5,000
1

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 29 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 New York, United States whose business descriptions match “financial planning and analysis outsourcing companies” 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 105 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

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 planning and analysis outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning and analysis outsourcing companies are there based in New York, United States?

RevenueBase identified 29 company matches for financial planning and analysis outsourcing companies associated with New York, 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?

Outsource Partners International Alumni tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial planning and analysis outsourcing companies?

New York leads the United States with 35 company records, followed by Austin (15) and Houston (15).

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 105 professional contacts with verified work emails tracked across these 29 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 29 financial planning and analysis outsourcing companies based in New York, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.