Company lists · Data refreshed September 2026

Top 25 Financial services consultancies based in New York, United States

Name: Financial services consultancies 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 405 companies tracked

RevenueBase identified 405 company matches for financial services consultancies associated with New York, United States as of September 2026 and tracks 37,497 professional contacts across them, including 13,909 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for financial services consultancies 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

405Companies

37,497Contacts tracked

13,909Verified emails

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The 25 largest financial services consultancies based in New York, United States

Ranked by team size

Top 25 of 405 company matches for financial services consultancies 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	Barclays Investment Bank	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	20,783 contacts →
	Exact match “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	KROLL	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	5,001-10,000	6,287 contacts →
	Exact match “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	3,912 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	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
5	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Geller	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	310 contacts →
	Exact match “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	ZEN & ART	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	236 contacts →
	Exact match “Zen & Art is a group of talented and experienced technologists and business practitioners who recognize the need for a simplistic approach amidst mass disruption.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	BREAD	Exact match	New York, United StatesHQ recorded Sep 28, 2026	201-500	192 contacts →
	Exact match “Bread Payments is now Bread Financial.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Cedar Management Consulting International	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	155 contacts →
	Exact match “Cedar is a global strategy consulting, research, & analytics firm with a 35-year track record & clients across multiple industry sectors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Soho Square Solutions	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	142 contacts →
	Exact match “Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Vertical Relevance	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	129 contacts →
	Exact match “Vertical Relevance is an industry-focused consulting firm with deep expertise in financial services and additional regulated industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Universal Technology Solutions Uebiz	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	118 contacts →
	Exact match “We started as a small group of consultants dedicated to providing our clients with customized technology to meet their business needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Vested	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	111 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 · Sep 28, 2026 · View company records in RevenueBase
14	DFP Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	110 contacts →
	Exact match “For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Ducera Partners LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	99 contacts →
	Exact match “Ducera Partners is a leading investment banking advisory practice focused on providing trusted, independent advice and innovative solutions to decision makers in complex and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	93 contacts →
	Exact match “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	TM Capital	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	92 contacts →
	Exact match “TM Capital, now part of Capstone Partners, is the client-first investment banking team advising industry-leading companies across North America.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	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
19	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
20	Berkshire Global Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	79 contacts →
	Exact match “For 40 years*, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	GLC Advisors & Co., LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	78 contacts →
	Exact match “GLC Advisors & Co.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Syven Global Services	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	66 contacts →
	Exact match “Over the past decade, Syven Global Services has helped top-tier investment banks, private equity firms, venture capitalists, and hedge funds manage every stage of their advisory…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Omnivista Solutions	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	49 contacts →
	Exact match “OmniVista Solutions is a financial services technology consultancy firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Quanteam	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	46 contacts →
	Exact match “Part of Rainbow Partners Group, Quanteam is an independent Financial Markets consulting company based in France, the UK, the USA, Canada, Switzerland, Belgium, Portugal, Morocco…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Greensledge	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	44 contacts →
	Exact match “GreensLedge is a global investment banking and advisory firm established in 2008 with the belief that there is an opportunity within the global capital markets for a firm to offer…” 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 services consultancies”. 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 405 financial services consultancies based in New York, United States

See the full list, filter by size, metro and specialty, and access 13,909 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services consultancies based in New York, United States at a glance

As of Sep 28, 2026

37.1%Verified-email coverage

92.6Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

226

11-50

111

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 405 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 services consultancies” 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 13,909 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 services consultancies 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 services consultancies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultancies are there based in New York, United States?

RevenueBase identified 405 company matches for financial services consultancies 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?

Barclays Investment Bank 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 services consultancies?

New York leads the United States with 422 company records, followed by Chicago (113) and Houston (98).

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 13,909 professional contacts with verified work emails tracked across these 405 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.

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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.