Company lists · Data refreshed September 2026

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

Name: Financial process consulting firms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 316 companies tracked

RevenueBase identified 316 company matches for financial process consulting firms associated with New York, United States as of September 2026 and tracks 3,169 professional contacts across them, including 1,280 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for financial process consulting firms 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

316Companies

3,169Contacts tracked

1,280Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 316 company matches for financial process consulting firms 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	883 contacts →
	Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Outsource Partners International Alumni	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	397 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
3	Applied Value Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	124 contacts →
	Exact match “Founded in 1997 by Executive Chairman Bruce Grant and the late Jan Stenbeck, Applied Value Group is a leading global management consulting firm with decades of experience growing…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Propeller Industries	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	123 contacts →
	Exact match “We help great entrepreneurs build great companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	RLN US LLP	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	97 contacts →
	Exact match “RLN US LLP is a consulting firm helping clients navigate complex issues related to business operations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Seda Experts	Exact match	New York, United StatesHQ recorded Sep 28, 2026	51-200	85 contacts →
	Exact match “SEDA Experts is a financial services consulting firm specializing in disputes and investigations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Reference Point	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	83 contacts →
	Exact match “Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Hertz Herson CPA LLP	Exact match	New York, United StatesHQ recorded Sep 28, 2026	11-50	38 contacts →
	Exact match “Hertz Herson believes in the value of building long-term, trusted relationships.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	SPOKE	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	33 contacts →
	Exact match “We provide companies the ability to scale through optimizing working capital by identifying processes that can be completed in a more cost-efficient market onshore, nearshore, or…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	CFO Squad LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	31 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
11	Nongmin Consultancy Services Hirencs	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	31 contacts →
	Exact match “Nongmin Consultancy Services (HireNCS) is a trusted partner for small and medium businesses, offering expert accounting & bookkeeping services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Rhodium Analytics INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	27 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
13	Gotham Consulting Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	24 contacts →
	Exact match “Gotham Consulting Partners specializes in rapidly creating significant value for private equity firms and their portfolio companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Mighty Digits Accounting	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	23 contacts →
	Exact match “We help great businesses get their Finance & Accounting in order.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	AEC Advisors LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “AEC Advisors provides differentiated investment banking and corporate finance advisory services through strategic insight, unique data, responsiveness, and care to help…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Ursa Consultants	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “Working with Ursa Consultants is more than a partnership.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Zolfo Cooper NOW Alixpartners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	19 contacts →
	Exact match “On November 1, 2018, AlixPartners, the global consulting firm, completed the acquisition of US-based independent financial advisory firm Zolfo Cooper.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Traxion Group, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “Traxion Group is a management consulting firm that specializes in: 1) Business Intelligence 2) Cost Management 3) Process Improvement 4) Project Management From Fortune 100…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Auriemma Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “We are Auriemma.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Plus Accounting Services	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “Established in 2022 by industry veteran Carlos Norena, Plus Accounting Services is a beacon of commitment to the nonprofit sector.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	revenu.com	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “Revenu redefines financial management by blending meticulous accounting with expert CFO services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Sheumack GMA	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	15 contacts →
	Exact match “We provide customized independent advice to companies, institutional investors and regulatory bodies shaping the global financial markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Aspect Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Our clients are financial service innovators, including fintech companies, registered investment advisers (RIAs), broker-dealers, commodity, digital asset and private fund…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	C&a Consulting LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “C&A Consulting LLC is a boutique firm specializing in strategic and tactical business, technology, and operational solutioning and program execution for financial services…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Mosaic Financial Markets	Exact match	New York, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Mosaic is a new kind of consulting firm that offers a compelling alternative to the traditional consulting model.” Recorded in the RevenueBase company graph · Sep 28, 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 process consulting firms”. 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 316 financial process consulting firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 1,280 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 28, 2026

40.4%Verified-email coverage

10.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

210

11-50

51-200

201-500

501-1,000

1,001-5,000

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 316 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 process consulting firms” 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 1,280 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.

Financial process consulting firms by metro in the United States

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 process consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial process consulting firms are there based in New York, United States?

RevenueBase identified 316 company matches for financial process consulting firms 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?

Perella Weinberg 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 process consulting firms?

New York leads the United States with 340 company records, followed by Atlanta (163) and Houston (156).

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 1,280 professional contacts with verified work emails tracked across these 316 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 316 financial process consulting firms based in New York, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial process consulting firms by geography

Browse the directory

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.