Company lists · Data refreshed October 2026
Top 25 Financial services communications firms based in the United States
RevenueBase identified 1,248 company matches for financial services communications firms associated with the United States as of October 2026 and tracks 18,989 professional contacts across them, including 7,436 with verified work emails. New York is the largest hub.
This list covers company matches for financial services communications firms 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 October 12, 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 services communications firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 7,077 contacts → | ||||
Exact match “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 637 contacts → | ||||
Exact match “Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 576 contacts → | ||||
Exact match “Prosek Partners builds – and protects – the top brands in business.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 267 contacts → | ||||
Exact match “Comply Regulatory Services (formerly NRS) is an advanced solution and service offering for investment advisers, broker-dealers, hedge funds, investment companies, and insurance…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 198 contacts → | ||||
Exact match “Every day is Independence Day at Coyne PR.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 194 contacts → | ||||
Exact match “Bread Payments is now Bread Financial.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 157 contacts → | ||||
Exact match “Carpenter Group was a strategic branding and marketing communications firm providing results-driven solutions to financial services firms for 30+ years.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 152 contacts → | ||||
Exact match “ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 126 contacts → | ||||
Exact match “Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 126 contacts → | ||||
Exact match “The Martin Group is a leading integrated communications firm headquartered in downtown Buffalo with offices in New York City, Rochester and Albany, NY.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 118 contacts → | ||||
Exact match “Vested is a world-leading integrated marketing and communications consultancy focused exclusively on the financial services industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 114 contacts → | ||||
Exact match “Empresa comercial con servicios financieros” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 113 contacts → | ||||
Exact match “Cathedral Corporation is a trusted provider of financial, marketing and fundraising communications to a variety of industries, including Financial Services, Healthcare, Higher…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 106 contacts → | ||||
Exact match “KCSA is a fully integrated communications agency specializing in public relations, shareholder communications and social media, with expertise in cannabis, financial and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 87 contacts → | ||||
Exact match “ACCESS Newswire is a leading communications and compliance company, providing solutions for both Public Relations and Investor Relations Professionals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 78 contacts → | ||||
Exact match “Where Entertainment + Communication align.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 78 contacts → | ||||
Exact match “Marino is a national marketing, communications, and creative agency delivering data-driven and fully integrated strategies that shape perceptions, amplify impressions, and build…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 70 contacts → | ||||
Exact match “Patomak is a financial services consultancy that provides industry and regulatory expertise, delivers value in an efficient manner, and provides a competitive edge to companies…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 60 contacts → | ||||
Exact match “financial firm” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 59 contacts → | ||||
Exact match “Caliber drives innovation in financial services and fintech, insurance and insurtech, real estate and proptech, and related professional services by being a trusted marketing and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 59 contacts → | ||||
Exact match “Ward is an award-winning Houston-based communications firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 56 contacts → | ||||
Exact match “The Blueshirt Group has earned its reputation as a leader in investor relations (IR), IPO advisory, financial communications, financial media relations and crisis management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 55 contacts → | ||||
Exact match “Mueller Communications, LLC is a leading, full-service public relations agency located in Milwaukee, Wisconsin.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 55 contacts → | ||||
Exact match “It’s not an accident that R.F.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 54 contacts → | ||||
Exact match “Founded in 1998, Lambert is a strategic communications and advisory firm specializing in public relations, investor relations and integrated marketing.” Recorded in the RevenueBase company graph · Oct 12, 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 services communications 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 1,248 financial services communications firms based in the United States
See the full list, filter by size, metro and specialty, and access 7,436 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services communications firms based in the United States at a glance
As of Oct 12, 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 1,248 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 services communications 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 7,436 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 October 12, 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 services communications firms 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 services communications firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services communications firms are there based in the United States?
RevenueBase identified 1,248 company matches for financial services communications firms associated with the United States as of October 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?
Stifel Financial Corp tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services communications firms?
New York leads with 154 company records, followed by Los Angeles (34) and Chicago (25).
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 7,436 professional contacts with verified work emails tracked across these 1,248 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 October 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,248 financial services communications firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services communications firms by geography
- Financial services communications firms based in Sydney, Australia
- Financial services communications firms based in Sao Paulo, Brazil
- Financial services communications firms based in Toronto, Canada
- Financial services communications firms based in Paris, France
- Financial services communications firms based in Mumbai, India
- Financial services communications firms based in Milan, Italy
- Financial services communications firms based in Warsaw, Poland
- Financial services communications firms based in Singapore, Singapore
- Financial services communications firms based in Madrid, Spain
- Financial services communications firms based in Stockholm, Sweden
- Financial services communications firms based in London, United Kingdom
- Financial services communications firms based in Chicago, United States
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services communications firms based in Sydney, Australia
- Financial services communications firms based in Sao Paulo, Brazil
- Financial services communications firms based in Toronto, Canada
- Financial services communications firms based in Paris, France
- Financial services communications firms based in Mumbai, India
- Financial services communications firms based in Milan, Italy
Company intelligence · public preview
Top 25 financial services communications firms 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 1,248 matching company records for financial services communications firms based in the United States, with 18,989 tracked contacts and 7,436 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: October 12, 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 services communications firms 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 |  Stifel Financial Corpstifel.comHQ: St. Louis, MO, United StatesReported employees: 5,001-10,000 | St. Louis, MO, United States | 5,001-10,000 | Exact match | 7,077 contacts → |
“Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Medi Clinicmediclinic.com HQ: Richardson, TX, United StatesReported employees: Not recorded | Richardson, TX, United States | Not recorded | Exact match | 637 contacts → |
“Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Prosek Partnersprosek.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 576 contacts → |
“Prosek Partners builds – and protects – the top brands in business.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Comply Regulatory Servicescomply.comHQ: Lakeville, CT, United StatesReported employees: 201-500 | Lakeville, CT, United States | 201-500 | Exact match | 267 contacts → |
“Comply Regulatory Services (formerly NRS) is an advanced solution and service offering for investment advisers, broker-dealers, hedge funds, investment companies, and insurance…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Coyne PRcoynepr.comHQ: Parsippany, NJ, United StatesReported employees: 51-200 | Parsippany, NJ, United States | 51-200 | Exact match | 198 contacts → |
“Every day is Independence Day at Coyne PR.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  BREADbreadfinancial.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 194 contacts → |
“Bread Payments is now Bread Financial.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Carpenter Groupcarpenternyc.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 157 contacts → |
“Carpenter Group was a strategic branding and marketing communications firm providing results-driven solutions to financial services firms for 30+ years.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ISS Market Intelligenceissmarketintelligence.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 152 contacts → |
“ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Lion Streetlionstreet.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 126 contacts → |
“Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  The Martin Groupmartingroup.coHQ: Buffalo, NY, United StatesReported employees: 51-200 | Buffalo, NY, United States | 51-200 | Exact match | 126 contacts → |
“The Martin Group is a leading integrated communications firm headquartered in downtown Buffalo with offices in New York City, Rochester and Albany, NY.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Vestedfullyvested.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 118 contacts → |
“Vested is a world-leading integrated marketing and communications consultancy focused exclusively on the financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Grupo Elektramarcaone.com HQ: Fayetteville, NC, United StatesReported employees: 10001+ | Fayetteville, NC, United States | 10001+ | Exact match | 114 contacts → |
“Empresa comercial con servicios financieros” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Cathedral Corporationcathedralcorporation.com HQ: Rome, NY, United StatesReported employees: 201-500 | Rome, NY, United States | 201-500 | Exact match | 113 contacts → |
“Cathedral Corporation is a trusted provider of financial, marketing and fundraising communications to a variety of industries, including Financial Services, Healthcare, Higher…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Kcsa Strategic Communicationskcsa.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 106 contacts → |
“KCSA is a fully integrated communications agency specializing in public relations, shareholder communications and social media, with expertise in cannabis, financial and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Access Newswireaccessnewswire.comHQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 87 contacts → |
“ACCESS Newswire is a leading communications and compliance company, providing solutions for both Public Relations and Investor Relations Professionals.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Align Public Relationsalign-pr.comHQ: Beverly Hills, CA, United StatesReported employees: 51-200 | Beverly Hills, CA, United States | 51-200 | Exact match | 78 contacts → |
“Where Entertainment + Communication align.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Marinomarinopr.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 78 contacts → |
“Marino is a national marketing, communications, and creative agency delivering data-driven and fully integrated strategies that shape perceptions, amplify impressions, and build…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Patomak Global Partnerspatomak.comHQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 70 contacts → |
“Patomak is a financial services consultancy that provides industry and regulatory expertise, delivers value in an efficient manner, and provides a competitive edge to companies…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sterling Financial Groupsfg.us HQ: Sparta, NJ, United StatesReported employees: 51-200 | Sparta, NJ, United States | 51-200 | Exact match | 60 contacts → |
“financial firm” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Caliber Corporate Adviserscalibercorporate.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 59 contacts → |
“Caliber drives innovation in financial services and fintech, insurance and insurtech, real estate and proptech, and related professional services by being a trusted marketing and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  WARDwardcc.comHQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 59 contacts → |
“Ward is an award-winning Houston-based communications firm.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  The Blueshirt Groupblueshirtgroup.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 56 contacts → |
“The Blueshirt Group has earned its reputation as a leader in investor relations (IR), IPO advisory, financial communications, financial media relations and crisis management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Mueller Communications, LLCmuellercommunications.comHQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 55 contacts → |
“Mueller Communications, LLC is a leading, full-service public relations agency located in Milwaukee, Wisconsin.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | RF Lafferty & Co., INCrflafferty.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 55 contacts → |
“It’s not an accident that R.F.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Lambertlambert.com HQ: Grand Rapids, MI, United StatesReported employees: 51-200 | Grand Rapids, MI, United States | 51-200 | Exact match | 54 contacts → |
“Founded in 1998, Lambert is a strategic communications and advisory firm specializing in public relations, investor relations and integrated marketing.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,248 company matches
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Financial services communications firms: dataset insights
October 12, 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
1,246 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 1,248 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: October 12, 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 ↗
Financial services communications firms by metro
Questions about this company list
What does Exact match mean for financial services communications firms?
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 services communications firms did RevenueBase find based in the United States?
The saved snapshot records 1,248 matching company records, 18,989 tracked contacts and 7,436 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: October 12, 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 services communications firms by geography
- Financial services communications firms based in Sydney, Australia
- Financial services communications firms based in Sao Paulo, Brazil
- Financial services communications firms based in Toronto, Canada
- Financial services communications firms based in Paris, France
- Financial services communications firms based in Mumbai, India
- Financial services communications firms based in Milan, Italy
- Financial services communications firms based in Warsaw, Poland
- Financial services communications firms based in Singapore, Singapore
- Financial services communications firms based in Madrid, Spain
- Financial services communications firms based in Stockholm, Sweden
- Financial services communications firms based in London, United Kingdom
- Financial services communications firms based in Chicago, United States
Cite this list
RevenueBase Data Team. Top 25 financial services communications firms based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-communications-firms/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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services communications firms based in Sydney, Australia
- Financial services communications firms based in Sao Paulo, Brazil
- Financial services communications firms based in Toronto, Canada
- Financial services communications firms based in Paris, France
- Financial services communications firms based in Mumbai, India
- Financial services communications firms based in Milan, Italy
Company intelligence · public preview
Top 25 financial services communications firms based in the United States
RevenueBase records 1,248 matching company records for financial services communications firms based in the United States, with 18,989 tracked contacts and 7,436 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: October 12, 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 services communications firms 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 | Stifel Financial Corpstifel.com HQ: St. Louis, MO, United StatesReported employees: 5,001-10,000 | St. Louis, MO, United States | 5,001-10,000 | Exact match | 7,077 contacts → |
“Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Medi Clinicmediclinic.com HQ: Richardson, TX, United StatesReported employees: Not recorded | Richardson, TX, United States | Not recorded | Exact match | 637 contacts → |
“Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Prosek Partnersprosek.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 576 contacts → |
“Prosek Partners builds – and protects – the top brands in business.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Comply Regulatory Servicescomply.com HQ: Lakeville, CT, United StatesReported employees: 201-500 | Lakeville, CT, United States | 201-500 | Exact match | 267 contacts → |
“Comply Regulatory Services (formerly NRS) is an advanced solution and service offering for investment advisers, broker-dealers, hedge funds, investment companies, and insurance…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Coyne PRcoynepr.com HQ: Parsippany, NJ, United StatesReported employees: 51-200 | Parsippany, NJ, United States | 51-200 | Exact match | 198 contacts → |
“Every day is Independence Day at Coyne PR.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | BREADbreadfinancial.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 194 contacts → |
“Bread Payments is now Bread Financial.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Carpenter Groupcarpenternyc.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 157 contacts → |
“Carpenter Group was a strategic branding and marketing communications firm providing results-driven solutions to financial services firms for 30+ years.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ISS Market Intelligenceissmarketintelligence.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 152 contacts → |
“ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Lion Streetlionstreet.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 126 contacts → |
“Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | The Martin Groupmartingroup.co HQ: Buffalo, NY, United StatesReported employees: 51-200 | Buffalo, NY, United States | 51-200 | Exact match | 126 contacts → |
“The Martin Group is a leading integrated communications firm headquartered in downtown Buffalo with offices in New York City, Rochester and Albany, NY.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Vestedfullyvested.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 118 contacts → |
“Vested is a world-leading integrated marketing and communications consultancy focused exclusively on the financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Grupo Elektramarcaone.com HQ: Fayetteville, NC, United StatesReported employees: 10001+ | Fayetteville, NC, United States | 10001+ | Exact match | 114 contacts → |
“Empresa comercial con servicios financieros” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Cathedral Corporationcathedralcorporation.com HQ: Rome, NY, United StatesReported employees: 201-500 | Rome, NY, United States | 201-500 | Exact match | 113 contacts → |
“Cathedral Corporation is a trusted provider of financial, marketing and fundraising communications to a variety of industries, including Financial Services, Healthcare, Higher…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Kcsa Strategic Communicationskcsa.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 106 contacts → |
“KCSA is a fully integrated communications agency specializing in public relations, shareholder communications and social media, with expertise in cannabis, financial and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Access Newswireaccessnewswire.com HQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 87 contacts → |
“ACCESS Newswire is a leading communications and compliance company, providing solutions for both Public Relations and Investor Relations Professionals.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Align Public Relationsalign-pr.com HQ: Beverly Hills, CA, United StatesReported employees: 51-200 | Beverly Hills, CA, United States | 51-200 | Exact match | 78 contacts → |
“Where Entertainment + Communication align.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Marinomarinopr.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 78 contacts → |
“Marino is a national marketing, communications, and creative agency delivering data-driven and fully integrated strategies that shape perceptions, amplify impressions, and build…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Patomak Global Partnerspatomak.com HQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 70 contacts → |
“Patomak is a financial services consultancy that provides industry and regulatory expertise, delivers value in an efficient manner, and provides a competitive edge to companies…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sterling Financial Groupsfg.us HQ: Sparta, NJ, United StatesReported employees: 51-200 | Sparta, NJ, United States | 51-200 | Exact match | 60 contacts → |
“financial firm” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Caliber Corporate Adviserscalibercorporate.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 59 contacts → |
“Caliber drives innovation in financial services and fintech, insurance and insurtech, real estate and proptech, and related professional services by being a trusted marketing and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | WARDwardcc.com HQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 59 contacts → |
“Ward is an award-winning Houston-based communications firm.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Blueshirt Groupblueshirtgroup.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 56 contacts → |
“The Blueshirt Group has earned its reputation as a leader in investor relations (IR), IPO advisory, financial communications, financial media relations and crisis management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Mueller Communications, LLCmuellercommunications.com HQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 55 contacts → |
“Mueller Communications, LLC is a leading, full-service public relations agency located in Milwaukee, Wisconsin.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | RF Lafferty & Co., INCrflafferty.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 55 contacts → |
“It’s not an accident that R.F.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Lambertlambert.com HQ: Grand Rapids, MI, United StatesReported employees: 51-200 | Grand Rapids, MI, United States | 51-200 | Exact match | 54 contacts → |
“Founded in 1998, Lambert is a strategic communications and advisory firm specializing in public relations, investor relations and integrated marketing.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,248 company matches
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Financial services communications firms: dataset insights
October 12, 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
1,246 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 1,248 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: October 12, 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 ↗
Financial services communications firms by metro
Questions about this company list
What does Exact match mean for financial services communications firms?
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 services communications firms did RevenueBase find based in the United States?
The saved snapshot records 1,248 matching company records, 18,989 tracked contacts and 7,436 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: October 12, 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 services communications firms by geography
- Financial services communications firms based in Sydney, Australia
- Financial services communications firms based in Sao Paulo, Brazil
- Financial services communications firms based in Toronto, Canada
- Financial services communications firms based in Paris, France
- Financial services communications firms based in Mumbai, India
- Financial services communications firms based in Milan, Italy
- Financial services communications firms based in Warsaw, Poland
- Financial services communications firms based in Singapore, Singapore
- Financial services communications firms based in Madrid, Spain
- Financial services communications firms based in Stockholm, Sweden
- Financial services communications firms based in London, United Kingdom
- Financial services communications firms based in Chicago, United States
Cite this list
RevenueBase Data Team. Top 25 financial services communications firms based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-communications-firms/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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- New lists
- Financial services communications firms based in Sydney, Australia
- Financial services communications firms based in Sao Paulo, Brazil
- Financial services communications firms based in Toronto, Canada
- Financial services communications firms based in Paris, France
- Financial services communications firms based in Mumbai, India
- Financial services communications firms based in Milan, Italy