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 financial services consultancies headquartered in 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 financial services consultancies headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

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 financial services consultancies based in New York, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultancies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Barclays Investment Bank	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	20,783 contacts →
	Partial evidence “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Source: RevenueBase Database · checked Sep 28, 2026
2	KROLL	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	5,001-10,000	6,287 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
3	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,912 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
4	Perella Weinberg	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	883 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
5	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 28, 2026
6	Geller	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	310 contacts →
	Partial evidence “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Source: RevenueBase Database · checked Sep 28, 2026
7	ZEN & ART	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	236 contacts →
	Indirect evidence “Zen & Art is a group of talented and experienced technologists and business practitioners who recognize the need for a simplistic approach amidst mass disruption.” Source: RevenueBase Database · checked Sep 28, 2026
8	BREAD	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	201-500	192 contacts →
	Partial evidence “Bread Payments is now Bread Financial.” Source: RevenueBase Database · checked Sep 28, 2026
9	Cedar Management Consulting International	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	155 contacts →
	Indirect evidence “Cedar is a global strategy consulting, research, & analytics firm with a 35-year track record & clients across multiple industry sectors.” Source: RevenueBase Database · checked Sep 28, 2026
10	Soho Square Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	142 contacts →
	Partial evidence “Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Source: RevenueBase Database · checked Sep 28, 2026
11	Vertical Relevance	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	129 contacts →
	Partial evidence “Vertical Relevance is an industry-focused consulting firm with deep expertise in financial services and additional regulated industries.” Source: RevenueBase Database · checked Sep 28, 2026
12	Universal Technology Solutions Uebiz	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	118 contacts →
	Indirect evidence “We started as a small group of consultants dedicated to providing our clients with customized technology to meet their business needs.” Source: RevenueBase Database · checked Sep 28, 2026
13	Vested	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	111 contacts →
	Partial evidence “Vested is a world-leading integrated marketing and communications consultancy focused exclusively on the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
14	DFP Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	110 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
15	Ducera Partners LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	99 contacts →
	Indirect evidence “Ducera Partners is a leading investment banking advisory practice focused on providing trusted, independent advice and innovative solutions to decision makers in complex and…” Source: RevenueBase Database · checked Sep 28, 2026
16	Spartan Capital Securities, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	93 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
17	TM Capital	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	92 contacts →
	Indirect evidence “TM Capital, now part of Capstone Partners, is the client-first investment banking team advising industry-leading companies across North America.” Source: RevenueBase Database · checked Sep 28, 2026
18	Seda Experts	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	85 contacts →
	Partial evidence “SEDA Experts is a financial services consulting firm specializing in disputes and investigations.” Source: RevenueBase Database · checked Sep 28, 2026
19	Reference Point	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	83 contacts →
	Partial evidence “Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
20	Berkshire Global Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	79 contacts →
	Partial evidence “For 40 years*, Berkshire Global Advisors has been a leading provider of trusted M&A and strategic advice to the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
21	GLC Advisors & Co., LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	78 contacts →
	Indirect evidence “GLC Advisors & Co.” Source: RevenueBase Database · checked Sep 28, 2026
22	Syven Global Services	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	66 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
23	Omnivista Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	49 contacts →
	Partial evidence “OmniVista Solutions is a financial services technology consultancy firm.” Source: RevenueBase Database · checked Sep 28, 2026
24	Quanteam	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	46 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
25	Greensledge	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	44 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services consultancies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial services consultancies.
Partial evidence: Its own public description names part of financial services consultancies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consultancies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 405 financial services consultancies based in New York, United States

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial services consultancies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in New York, United States whose own description of what they do matches “financial services consultancies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial services consultancies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial services consultancies, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 13,909 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial services consultancies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial services consultancies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 405 financial services consultancies headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Barclays Investment Bank, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most financial services consultancies?

New York leads the United States with 405 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 13,909 verified decision-maker contacts tracked across these 405 companies.

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 Smart Search, 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.