Company lists · Data refreshed September 2026
Top 25 Financial services consulting firms based in Houston, United States
RevenueBase identified 113 company matches for financial services consulting firms associated with Houston, United States as of September 2026 and tracks 2,110 professional contacts across them, including 786 with verified work emails and 349 with mobile numbers. Across the United States, New York is the largest hub for this category (455 companies); Houston has 137.
This list covers company matches for financial services consulting firms associated with Houston, 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 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 consulting firms based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,370 contacts → | ||||
Exact match “AIS is a professional services and technology company that reduces operating costs, improves compliance and mitigates risk through automation and highly skilled talent.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 2 | 231 contacts → | ||||
Exact match “eTeam Sirius Solutions L.L.C.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 3 | 121 contacts → | ||||
Exact match “Opus CMC is an award-winning, industry-leading TPR trusted by all major rating agencies, providing capital market participants with comprehensive mortgage solutions.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 4 | 30 contacts → | ||||
Exact match “Zeus Solutions | Empowering Businesses through IT & Risk Management Expertise At Zeus Solutions, based in Houston, we’ve been leading the charge in IT consulting since 2009.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 5 | 27 contacts → | ||||
Exact match “Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 6 | 25 contacts → | ||||
Exact match “AXIA has set the standard for working with organizations to tackle complex business issues, boost operating performance and maximize stakeholder value.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 7 | 19 contacts → | ||||
Exact match “Straife provides corporate strategy, risk advisory, and compliance services to public and private sector organizations.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “Diverse Experienced Team Our accounting, nance, data scientist and risk management professionals possess in-depth experience in all types of businesses.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 9 | 15 contacts → | ||||
Exact match “Advisory Services” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “Third Party Resources, Inc.(3PR, Inc.) is a specialized consulting firm that focuses on the unique regulatory compliance and risk management challenges facing banks and other…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Financial Consultant services specializing in retirement planning and life insurance, giving advisors the freedom to do what is in the families best interest.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “IMG Advisors LLC is a business advisory and technology consulting firm focused on providing advisory & consulting services to our global clients.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Leadership Philosophy:"At Yellow Bird, we don't just play the game-we redefine the board.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Carrtegra is a Houston, Texas based management consulting firm specializing in Compliance, Controls and Ethics; Internal Controls; Financial Advisory; Technology Services; Risk…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “Ashade and Associates LLC is a premier accounting and financial consulting firm dedicated to empowering businesses and individuals with strategic financial insights.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “BKLM Consulting is a U.S.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Morgan Garris, a professional services and consulting firm headquartered in Houston, Texas, works diligently for our clients, solving customer problems and creating value.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “THG is FIRE!” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “MIG has the ability to yield results through our business knowledge, industry expertise, and passion for excellence by consulting for our clients with direct market intelligence.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Harris Monroe Consulting is an IT Compliance and Consulting firm based in Houston, Texas.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “IMENDEZ & ASSOCIATES is not an investment firm in the traditional sense.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “A consulting firm you can depend on for your financial planning, real estate process, mortgage loans & business marketing services.#AjinServices” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Intertech Consulting focuses on the intersection of technology and business, a place where strategic consulting, project management, and information systems implementation…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.” Recorded in the RevenueBase company graph · Sep 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 consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 113 financial services consulting firms based in Houston, United States
See the full list, filter by size, metro and specialty, and access 786 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Financial services consulting firms based in Houston, United States at a glance
As of Sep 12, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 76.0dHow 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 Houston, United States whose business descriptions match “financial services consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 786 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 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 consulting firms by metro in the United States
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial services consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services consulting firms are there based in Houston, United States?
RevenueBase identified 113 company matches for financial services consulting firms associated with Houston, 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?
AIS Info 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 consulting firms?
New York leads the United States with 455 company records, followed by Chicago (163) and Atlanta (145). Houston has 137.
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 786 professional contacts with verified work emails tracked across these 113 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 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 113 financial services consulting firms based in Houston, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services consulting firms by geography
- Financial services consulting firms based in the United States
- Financial services consulting firms based in Brazil
- Financial services consulting firms based in the United Kingdom
- Financial services consulting firms based in France
- Financial services consulting firms based in Germany
- Financial services consulting firms based in Canada
- Financial services consulting firms based in Italy
- Financial services consulting firms based in Australia
- Financial services consulting firms based in Mexico
- Financial services consulting firms based in Spain
- Financial services consulting firms based in the Netherlands
- Financial services consulting firms based in Switzerland
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 consulting firms based in the United States
- Financial services consulting firms based in Brazil
- Financial services consulting firms based in the United Kingdom
- Financial services consulting firms based in France
- Financial services consulting firms based in Germany
- Financial services consulting firms based in Canada
Company intelligence · public preview
Top 25 financial services consulting firms based in Houston, 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 113 matching company records for financial services consulting firms based in Houston, United States, with 2,110 tracked contacts and 786 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: September 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 consulting firms based in Houston, 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 |  AIS Infoaisinfo.comHQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 1,370 contacts → |
“AIS is a professional services and technology company that reduces operating costs, improves compliance and mitigates risk through automation and highly skilled talent.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sirius Solutionssirsol.comHQ: Houston, TX, United StatesReported employees: 201-500 | Houston, TX, United States | 201-500 | Exact match | 231 contacts → |
“eTeam Sirius Solutions L.L.C.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Opus Capital Markets Consultantsopuscmc.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 121 contacts → |
“Opus CMC is an award-winning, industry-leading TPR trusted by all major rating agencies, providing capital market participants with comprehensive mortgage solutions.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Zeus Solutions INCzeussolutionsinc.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 30 contacts → |
“Zeus Solutions | Empowering Businesses through IT & Risk Management Expertise At Zeus Solutions, based in Houston, we’ve been leading the charge in IT consulting since 2009.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Wealth Development Strategies, LLCwealthdevelopmentstrategies.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 27 contacts → |
“Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Axia Partners, Consultingaxiapartners-us.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 25 contacts → |
“AXIA has set the standard for working with organizations to tackle complex business issues, boost operating performance and maximize stakeholder value.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Straifestraife.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 19 contacts → |
“Straife provides corporate strategy, risk advisory, and compliance services to public and private sector organizations.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Vine Advisorsthevineadvisors.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 15 contacts → |
“Diverse Experienced Team Our accounting, nance, data scientist and risk management professionals possess in-depth experience in all types of businesses.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Atlas Aspectatlasaspect.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 15 contacts → |
“Advisory Services” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  BFL Associates LTDbflassociates.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Third Party Resources, Inc. 3pr, INC3princ.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“Third Party Resources, Inc.(3PR, Inc.) is a specialized consulting firm that focuses on the unique regulatory compliance and risk management challenges facing banks and other…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Assurance Financial Advisorsassurance.financialHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“Financial Consultant services specializing in retirement planning and life insurance, giving advisors the freedom to do what is in the families best interest.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  IMG Advisors LLCimg-advisors.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“IMG Advisors LLC is a business advisory and technology consulting firm focused on providing advisory & consulting services to our global clients.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Yellow Bird Technology Consultantsyellowbirdtech.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Leadership Philosophy:"At Yellow Bird, we don't just play the game-we redefine the board.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Carrtegra, LLCcarrtegra.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 4 contacts → |
“Carrtegra is a Houston, Texas based management consulting firm specializing in Compliance, Controls and Ethics; Internal Controls; Financial Advisory; Technology Services; Risk…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Ashade & Associatesashadeandassociates.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“Ashade and Associates LLC is a premier accounting and financial consulting firm dedicated to empowering businesses and individuals with strategic financial insights.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Bklm Consultingbklmconsulting.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 3 contacts → |
“BKLM Consulting is a U.S.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Morgan Garris, LLCmorgangarris.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 3 contacts → |
“Morgan Garris, a professional services and consulting firm headquartered in Houston, Texas, works diligently for our clients, solving customer problems and creating value.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | The Horswell Groupthehorswellgroup.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“THG is FIRE!” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | MIG Advisorsmigadvisors.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 2 contacts → |
“MIG has the ability to yield results through our business knowledge, industry expertise, and passion for excellence by consulting for our clients with direct market intelligence.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Harris Monroe Consultingharrismonroe.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“Harris Monroe Consulting is an IT Compliance and Consulting firm based in Houston, Texas.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Imendez & Associatesimendezassociates.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“IMENDEZ & ASSOCIATES is not an investment firm in the traditional sense.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Ajin Servicestheajingroup.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“A consulting firm you can depend on for your financial planning, real estate process, mortgage loans & business marketing services.#AjinServices” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Intertech Consulting, INCintertech.usHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“Intertech Consulting focuses on the intersection of technology and business, a place where strategic consulting, project management, and information systems implementation…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Mcdonald Financialmcdonaldfinancial.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 2 contacts → |
“McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 113 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial services consulting firms: dataset insights
September 12, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
113 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 76.0dHow 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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 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 consulting firms by metro in the United States
Questions about this company list
What does Exact match mean for financial services consulting 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 consulting firms did RevenueBase find based in Houston, United States?
The saved snapshot records 113 matching company records, 2,110 tracked contacts and 786 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: September 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 consulting firms by geography
- Financial services consulting firms based in the United States
- Financial services consulting firms based in Brazil
- Financial services consulting firms based in the United Kingdom
- Financial services consulting firms based in France
- Financial services consulting firms based in Germany
- Financial services consulting firms based in Canada
- Financial services consulting firms based in Italy
- Financial services consulting firms based in Australia
- Financial services consulting firms based in Mexico
- Financial services consulting firms based in Spain
- Financial services consulting firms based in the Netherlands
- Financial services consulting firms based in Switzerland
Cite this list
RevenueBase Data Team. Top 25 financial services consulting firms based in Houston, United States. Snapshot: September 12, 2026. https://revenuebase.ai/companies/financial-services-consulting-firms/united-states/houston.
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 consulting firms based in the United States
- Financial services consulting firms based in Brazil
- Financial services consulting firms based in the United Kingdom
- Financial services consulting firms based in France
- Financial services consulting firms based in Germany
- Financial services consulting firms based in Canada
Company intelligence · public preview
Top 25 financial services consulting firms based in Houston, United States
RevenueBase records 113 matching company records for financial services consulting firms based in Houston, United States, with 2,110 tracked contacts and 786 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: September 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 consulting firms based in Houston, 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 | AIS Infoaisinfo.com HQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 1,370 contacts → |
“AIS is a professional services and technology company that reduces operating costs, improves compliance and mitigates risk through automation and highly skilled talent.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sirius Solutionssirsol.com HQ: Houston, TX, United StatesReported employees: 201-500 | Houston, TX, United States | 201-500 | Exact match | 231 contacts → |
“eTeam Sirius Solutions L.L.C.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Opus Capital Markets Consultantsopuscmc.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 121 contacts → |
“Opus CMC is an award-winning, industry-leading TPR trusted by all major rating agencies, providing capital market participants with comprehensive mortgage solutions.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Zeus Solutions INCzeussolutionsinc.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 30 contacts → |
“Zeus Solutions | Empowering Businesses through IT & Risk Management Expertise At Zeus Solutions, based in Houston, we’ve been leading the charge in IT consulting since 2009.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Wealth Development Strategies, LLCwealthdevelopmentstrategies.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 27 contacts → |
“Our Mission:"We are committed to providing and delivering excellence in analysis, solutions and service." Wealth Development Strategies, LLC (formerly L.P.), whose roots date back…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Axia Partners, Consultingaxiapartners-us.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 25 contacts → |
“AXIA has set the standard for working with organizations to tackle complex business issues, boost operating performance and maximize stakeholder value.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Straifestraife.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 19 contacts → |
“Straife provides corporate strategy, risk advisory, and compliance services to public and private sector organizations.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Vine Advisorsthevineadvisors.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 15 contacts → |
“Diverse Experienced Team Our accounting, nance, data scientist and risk management professionals possess in-depth experience in all types of businesses.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Atlas Aspectatlasaspect.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 15 contacts → |
“Advisory Services” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | BFL Associates LTDbflassociates.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Third Party Resources, Inc. 3pr, INC3princ.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“Third Party Resources, Inc.(3PR, Inc.) is a specialized consulting firm that focuses on the unique regulatory compliance and risk management challenges facing banks and other…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Assurance Financial Advisorsassurance.financial HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“Financial Consultant services specializing in retirement planning and life insurance, giving advisors the freedom to do what is in the families best interest.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | IMG Advisors LLCimg-advisors.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 9 contacts → |
“IMG Advisors LLC is a business advisory and technology consulting firm focused on providing advisory & consulting services to our global clients.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Yellow Bird Technology Consultantsyellowbirdtech.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Leadership Philosophy:"At Yellow Bird, we don't just play the game-we redefine the board.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Carrtegra, LLCcarrtegra.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 4 contacts → |
“Carrtegra is a Houston, Texas based management consulting firm specializing in Compliance, Controls and Ethics; Internal Controls; Financial Advisory; Technology Services; Risk…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ashade & Associatesashadeandassociates.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“Ashade and Associates LLC is a premier accounting and financial consulting firm dedicated to empowering businesses and individuals with strategic financial insights.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Bklm Consultingbklmconsulting.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 3 contacts → |
“BKLM Consulting is a U.S.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Morgan Garris, LLCmorgangarris.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 3 contacts → |
“Morgan Garris, a professional services and consulting firm headquartered in Houston, Texas, works diligently for our clients, solving customer problems and creating value.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | The Horswell Groupthehorswellgroup.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“THG is FIRE!” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | MIG Advisorsmigadvisors.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 2 contacts → |
“MIG has the ability to yield results through our business knowledge, industry expertise, and passion for excellence by consulting for our clients with direct market intelligence.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Harris Monroe Consultingharrismonroe.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“Harris Monroe Consulting is an IT Compliance and Consulting firm based in Houston, Texas.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Imendez & Associatesimendezassociates.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“IMENDEZ & ASSOCIATES is not an investment firm in the traditional sense.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Ajin Servicestheajingroup.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“A consulting firm you can depend on for your financial planning, real estate process, mortgage loans & business marketing services.#AjinServices” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Intertech Consulting, INCintertech.us HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“Intertech Consulting focuses on the intersection of technology and business, a place where strategic consulting, project management, and information systems implementation…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Mcdonald Financialmcdonaldfinancial.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 2 contacts → |
“McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 113 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial services consulting firms: dataset insights
September 12, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
113 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 76.0dHow 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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 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 consulting firms by metro in the United States
Questions about this company list
What does Exact match mean for financial services consulting 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 consulting firms did RevenueBase find based in Houston, United States?
The saved snapshot records 113 matching company records, 2,110 tracked contacts and 786 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: September 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 consulting firms by geography
- Financial services consulting firms based in the United States
- Financial services consulting firms based in Brazil
- Financial services consulting firms based in the United Kingdom
- Financial services consulting firms based in France
- Financial services consulting firms based in Germany
- Financial services consulting firms based in Canada
- Financial services consulting firms based in Italy
- Financial services consulting firms based in Australia
- Financial services consulting firms based in Mexico
- Financial services consulting firms based in Spain
- Financial services consulting firms based in the Netherlands
- Financial services consulting firms based in Switzerland
Cite this list
RevenueBase Data Team. Top 25 financial services consulting firms based in Houston, United States. Snapshot: September 12, 2026. https://revenuebase.ai/companies/financial-services-consulting-firms/united-states/houston.
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 consulting firms based in the United States
- Financial services consulting firms based in Brazil
- Financial services consulting firms based in the United Kingdom
- Financial services consulting firms based in France
- Financial services consulting firms based in Germany
- Financial services consulting firms based in Canada