Company lists · Data refreshed September 2026

Top 25 Financial services consulting firms based in Denver, United States

RevenueBase identified 65 financial services consulting firms headquartered in Denver, United States as of September 2026 and tracks 181 professional contacts across them, including 81 with verified work emails. Across the United States, New York is the largest hub for this category (368 companies); Denver has 65.

This list covers financial services consulting firms headquartered in Denver, 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 14, 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 14, 2026 86% judged on-target in blind review
65Companies
181Contacts tracked
81Verified emails
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The 25 largest financial services consulting firms based in Denver, United States

Ranked by team size
Top 25 of 65 financial services consulting firms based in Denver, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consulting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDenver, CO, United StatesHQ checked Sep 14, 202611-5032 contacts →

Indirect evidence

“Fortner Bayens, P.C.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceDenver, CO, United StatesHQ checked Sep 14, 202611-5019 contacts →

Indirect evidence

“Cooper-Richards is a Denver-based firm that specializes in independent IT risk management, internal audit, accounting and finance management, and regulatory compliance services…”

Source: RevenueBase Database · checked Sep 14, 2026
3Partial evidenceDenver, CO, United StatesHQ checked Sep 14, 202611-508 contacts →

Partial evidence

“The financial advice world is filled with enough complexity, jargon and opinions it can be difficult to navigate on your own.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-108 contacts →

Partial evidence

“Colorado Wealth Group is the premier destination for comprehensive financial planning.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-107 contacts →

Partial evidence

“Founded in 2006 as an independent, unbiased source of research and insight, Beacon Strategies, LLC has grown to become the go-to expert in financial technologies.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidenceDenver, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“We invest in and consult with financial services firms to grow revenue, expand margins, and increase enterprise value.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-103 contacts →

Partial evidence

“We offer IT consulting services, including SOC 1 and SOC 2 plus HIPAA, ISO, NIST, GDPR readiness, IT SOX Internal Audit support, control design, system implementation (SDLC)…”

Source: RevenueBase Database · checked Sep 14, 2026
8Strong evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-103 contacts →

Strong evidence

“Financial Consulting, Transaction Advisory, and Growth Strategy Services Accelerating Small Businesses and Startups.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceDenver, CO, United StatesHQ checked Sep 14, 202611-502 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
10Partial evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“Pioneer Global Advisors (PGA), LLC is a business valuation-focused finance and strategy management consulting firm to provide solutions for emerging companies.”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceDenver, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“Carleno & Co, Inc, provides specialized services and consulting to business entities worldwide.”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“Levinate provides consulting services to individuals, institutions and investment funds and specialize in the following areas- Investment product structuring (hedge funds, mutual…”

Source: RevenueBase Database · checked Sep 14, 2026
13Strong evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“Empro Financial is a premier strategic consulting service for company owners to increase their business growth.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Since Ad-Venture Capital Management, LLC has been helping entrepreneurs achieve their dreams.”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“Business Consulting Services”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Crestline Advisory Group is one of the mortgage industry’s most reliable resources.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Customized Accounting Solutions”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Strategy l Risk l Transformation”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Mead Technology Solutions("mts") was founded in 2012 to help lead the way in the evolution and creation of a true partnership between enterprise IT and the business.”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“CFO Minded helps small businesses achieve market dominance while staying true to their mission.”

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Some numbers are critical to know when you’re starting or growing a business.”

Source: RevenueBase Database · checked Sep 14, 2026
22Partial evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“Finnytech, LLC is a technology consulting agency.”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceDenver, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
24Indirect evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Welcome to Generation Heritage!”

Source: RevenueBase Database · checked Sep 14, 2026
25Indirect evidenceDenver, CO, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“GWS specializes in helping business sell or transact, with experience working with companies with revenues ranging from $1 million to $400 million, and focusing on all forms of…”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 65 financial services consulting firms based in Denver, United States

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Financial services consulting firms based in Denver, United States at a glance

As of Sep 14, 2026
44.8%Verified-email coverage
2.8Average contacts per company
1-10Median size (employees)
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
52
11-50
11
51-200
1
201-500
1

Email recency for this list is measured across the whole United States list rather than for Denver, so it is reported there. Company counts and contact totals on this page are exact for Denver, over 65 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 consulting firms, 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 Denver, United States whose own description of what they do matches “financial services consulting firms”. 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 consulting firms), 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 consulting firms, and records with no verified work email. Companies headquartered outside Denver 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, 81 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 14, 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.

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 consulting firms, 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 consulting firms are there based in Denver, United States?

RevenueBase identified 65 financial services consulting firms headquartered in Denver, 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?

Fortner Bayens, PC, headquartered in Denver, tops this list with the largest team on record.

Which city in the United States has the most financial services consulting firms?

New York leads the United States with 368 headquartered companies, followed by Chicago (114) and Atlanta (105). Denver has 65.

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 81 verified decision-maker contacts tracked across these 65 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 14, 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.