Company lists · Data refreshed September 2026

Top 25 Financial services consulting firms based in New York, United States

Name: Financial services consulting firms 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 12, 2026 395 companies tracked

RevenueBase identified 395 financial services consulting firms headquartered in New York, United States as of September 2026 and tracks 17,208 professional contacts across them, including 8,340 with verified work emails and 4,254 with mobile numbers. Across the United States, New York is the largest hub for this category.

This list covers financial services consulting firms 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 12, 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 12, 2026 86% judged on-target in blind review

395Companies

17,208Contacts tracked

8,340Verified emails

4,254Mobile numbers

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

Ranked by team size

Top 25 of 395 financial services consulting firms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 12, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	KROLL	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 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 12, 2026
2	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 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 12, 2026
3	ACA Group	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	1,001-5,000	1,486 contacts →
	Partial evidence “ACA Group is the leading governance, risk, and compliance advisor to the financial services industry.” Source: RevenueBase Database · checked Sep 12, 2026
4	Perella Weinberg	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 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 12, 2026
5	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 12, 2026
6	K2 Integrity	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	201-500	311 contacts →
	Indirect evidence “K2 Integrity is a global risk management company dedicated to helping organizations across both the public and private sectors protect their assets, reputation, and operations and…” Source: RevenueBase Database · checked Sep 12, 2026
7	AON Inpoint	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	10001+	252 contacts →
	Indirect evidence “Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions.” Source: RevenueBase Database · checked Sep 12, 2026
8	ZEN & ART	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 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 12, 2026
9	BREAD	Partial evidence	New York, United StatesHQ checked Sep 12, 2026	201-500	192 contacts →
	Partial evidence “Bread Payments is now Bread Financial.” Source: RevenueBase Database · checked Sep 12, 2026
10	Cedar Management Consulting International	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	155 contacts →
	Partial 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 12, 2026
11	Soho Square Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 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 12, 2026
12	Fortis LUX Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	136 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Sep 12, 2026
13	Vertical Relevance	Strong evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	129 contacts →
	Strong evidence “Vertical Relevance is an industry-focused consulting firm with deep expertise in financial services and additional regulated industries.” Source: RevenueBase Database · checked Sep 12, 2026
14	Universal Technology Solutions Uebiz	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 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 12, 2026
15	DFP Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 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 12, 2026
16	RE Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	201-500	99 contacts →
	Partial evidence “RE Partners Consulting LLC was co-founded in 2019 by CEO Valerie Kogan and CRO Alex Gikher, and our custom-tailored, high-touch, white-glove engineering service is a result of 50+…” Source: RevenueBase Database · checked Sep 12, 2026
17	Seda Experts	Strong evidence	New York, United StatesHQ checked Sep 12, 2026	51-200	85 contacts →
	Strong evidence “SEDA Experts is a financial services consulting firm specializing in disputes and investigations.” Source: RevenueBase Database · checked Sep 12, 2026
18	Reference Point	Strong evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	83 contacts →
	Strong 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 12, 2026
19	Syven Global Services	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 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 12, 2026
20	Compliance Risk Concepts CRC	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	11-50	60 contacts →
	Indirect evidence “To meet rigorous regulatory expectations and requirements, it is imperative that organizations have access to “best in class” talent that has extensive knowledge of the businesses…” Source: RevenueBase Database · checked Sep 12, 2026
21	Omnivista Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	11-50	49 contacts →
	Partial evidence “OmniVista Solutions is a financial services technology consultancy firm.” Source: RevenueBase Database · checked Sep 12, 2026
22	Quanteam	Strong evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	46 contacts →
	Strong 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 12, 2026
23	Enterprise Engineering Inc. EEI	Strong evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	40 contacts →
	Strong evidence “Founded in 1995, Enterprise Engineering, Inc.(EEI) is an industry-leading IT consulting services firm serving the world’s largest Financial Institutions, Wealth Managers & Health…” Source: RevenueBase Database · checked Sep 12, 2026
24	Iron Road Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	11-50	32 contacts →
	Partial evidence “Our mission is to deliver unparalleled industry expertise and analytical precision to regulatory consulting.” Source: RevenueBase Database · checked Sep 12, 2026
25	Finserv Consulting	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	32 contacts →
	Partial evidence “Founded in 2005, FinServ Consulting is a premier management consulting firm specializing in partnering with Alternative Asset Managers and Investment Banks.” Source: RevenueBase Database · checked Sep 12, 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 consulting firms. 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 consulting firms.
Partial evidence: Its own public description names part of financial services consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consulting firms. 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 395 financial services consulting firms based in New York, United States

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

As of Sep 12, 2026

48.5%Verified-email coverage

24.7%Mobile-number coverage

43.6Average contacts per company

1-10Median size (employees)

Sep 12, 2026Page data refreshed

Companies by employee count

1-10

234

11-50

107

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 14.0d

7,0580–30

1,18431–60

4361–90

490–180

51180+

Company record updated

Median 57.0d

00–30

8,80131–60

6,08761–90

1,44490–180

876180+

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 New York, 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 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, 8,340 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 12, 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 consulting firms 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 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 New York, United States?

RevenueBase identified 395 financial services consulting firms 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?

KROLL, headquartered in New York, 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 455 headquartered companies, followed by Chicago (163) and Atlanta (145).

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 8,340 verified decision-maker contacts tracked across these 395 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 12, 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.