Company lists · Data refreshed October 2026

Top 25 Financial services consulting firms based in San Francisco, United States

Name: Financial services consulting firms based in San Francisco, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 83 companies tracked

RevenueBase identified 83 company matches for financial services consulting firms associated with San Francisco, United States as of October 2026 and tracks 705 professional contacts across them, including 118 with verified work emails. Across the United States, New York is the largest hub for this category (469 companies); San Francisco has 83.

This list covers company matches for financial services consulting firms associated with San Francisco, 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 October 1, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built

83Companies

705Contacts tracked

118Verified emails

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The 25 largest financial services consulting firms based in San Francisco, United States

Ranked by team size

Top 25 of 83 company matches for financial services consulting firms based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	M Squared Consulting	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	51-200	274 contacts →
	Exact match “M Squared Consulting has now fully integrated into our parent company, SolomonEdwards, uniting us as one national professional services firm and brand.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Comcap	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	51-200	61 contacts →
	Exact match “ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Strategybrix	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	43 contacts →
	Exact match “StrategyBRIX is a boutique Risk and Compliance management consulting business for fintechs, crypto businesses, and digital banks.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Diagonal Matrix	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	20 contacts →
	Exact match “Diagonal Matrix is an AI technology company focused on helping businesses turn AI into practical, measurable outcomes.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	LTA US Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “In June 2015, LTA opened its first office in the US, located in San Francisco through the firm LTA US Advisors, Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Wespay Advisors	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	12 contacts →
	Exact match “Wespay Advisors leverages extensive payments expertise to develop tailored consulting and risk management solutions that help our clients elevate their payments programs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Open Advisors, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “We believe planning for your future involves collaboration with plenty of courage, conviction, and flexibility along the way.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Tpgi CPA	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	8 contacts →
	Exact match “TPGI CPA is a full-service Finance and Accounting Consulting firm located in California and Washington, DC.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	CRC Results	Exact match	San Francisco, United StatesHQ recorded Oct 1, 2026	11-50	5 contacts →
	Exact match “CRC provides high-quality, independent business advisory and consulting services including CFO Support and Accounting Services, Risk Advisory Services (Internal Audit, Corporate…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Mpay Advisory	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “mPay Advisory helps clients leverage emergent technology strategically to solve business problems and address opportunities so that they can better meet customer needs, improve…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Kb&a Accounting	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “We serve as your on-demand financial partner, offering financial and operations expertise across a broad spectrum of disciplines, ranging from advisory services to financial…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Capital Clarity	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	3 contacts →
	Exact match “Capital Clarity merged with Carlsquare in April 2023.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Consult OUR Source, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Consult Our Source is a Certified Small Disadvantaged Business, Minority Owned, and headquartered in San Francisco; specializing in complex environments in Information Technology…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Excellent Management Systems, INC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	The Basis Point	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “The Basis Point® is a sales & strategy consultancy to banks, lenders, and fintechs – and boutique analyst firm covering these sectors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Stratis Advisory	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Stratis Advisory was founded in 2013 by seasoned risk executives, consultants, and serial entrepreneurs who believe in the transformative power of innovation and technology.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	SVD INC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	11-50	2 contacts →
	Exact match “We're a team of experts with over ten years of experience setting up financial operations and growth strategies for SMEs and startups.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	BAY Area CFO Consultants	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “This is a new page for my business, Bay Area CFO Consultants.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Aureus Advantage	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Welcome to Aureus Advantage, where we blend innovation with strategic insight to drive excellence in wealth.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Regroup, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “IF YOU MANAGE MONEY, YOU'RE IN THE RIGHT PLACE.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Cedar Mountain Consulting	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Cedar Mountain Consulting is a compliance consulting firm founded by lawyers to fill a gap in the industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Bowsprit Advisory	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Bowsprit Advisory provides risk management consulting for early-stage, startup, and innovative fintechs and financial institutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Bizvisory & Wellness, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “BizVisory & Wellness is a boutique consulting and technology services firm, born and raised in the SF Bay Area technology-era.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	ONE Blue OAK	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “One Blue Oak specializes in expert digital strategy consulting in financial services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Fintech Alchemy	Exact match	San Francisco, CA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Technology, product, marketing, operations, and management consulting for FinTech (and related) startups.” Recorded in the RevenueBase company graph · Oct 1, 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 83 financial services consulting firms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 118 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 1, 2026

16.7%Verified-email coverage

8.5Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 83 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with San Francisco, 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 118 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 October 1, 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 San Francisco, United States?

RevenueBase identified 83 company matches for financial services consulting firms associated with San Francisco, United States as of October 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?

M Squared Consulting 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 469 company records, followed by Chicago (139) and Houston (132). San Francisco has 83.

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 118 professional contacts with verified work emails tracked across these 83 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 October 1, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.