Company lists · Data refreshed October 2026

Top 25 Financial services data consulting companies based in the United States

Name: Financial services data consulting companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 3,146 companies tracked

RevenueBase identified 3,146 company matches for financial services data consulting companies associated with the United States as of October 2026 and tracks 104,178 professional contacts across them, including 31,096 with verified work emails. New York is the largest hub.

This list covers company matches for financial services data consulting companies associated with the 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 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built

3,146Companies

104,178Contacts tracked

31,096Verified emails

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The 25 largest financial services data consulting companies based in the United States

Ranked by team size

Top 25 of 3,146 company matches for financial services data consulting companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	EXL	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	44,643 contacts →
	Exact match “Choosing a digital partner is about more than capabilities, it’s about collaboration and character.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	KROLL	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	5,001-10,000	6,658 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Genpact Headstrong Capital Markets	Exact match	Reston, VA, United StatesHQ recorded Oct 12, 2026	10001+	3,109 contacts →
	Exact match “Genpact Headstrong Capital Markets is a global consulting and IT services company with a specialized focus in capital markets.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	SG Analytics	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,017 contacts →
	Exact match “SG Analytics (SGA), a Straive company, is a leading global data and AI consulting firm delivering solutions across AI, Data, Technology, and Research.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Syniti	Exact match	Needham, MA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,759 contacts →
	Exact match “We tackle the hardest work in data for the world's largest organizations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	AIS Info	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,418 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 · Oct 12, 2026 · View company records in RevenueBase
7	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	501-1,000	903 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Boston Financial Data Services	Exact match	Kansas City, MO, United StatesHQ recorded Oct 12, 2026	10001+	818 contacts →
	Exact match “SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Crisil Coalition Greenwich	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1,001-5,000	712 contacts →
	Exact match “Crisil Coalition Greenwich is a leading provider of strategic benchmarking, analytics and insights to the financial services industry, and specializes in providing unique…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Jasper Colin	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	501-1,000	693 contacts →
	Exact match “Founded in 2007, Jasper Colin is a leading provider of comprehensive research and analytics services, powered by technology and backed by a growing team of industry experts.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Medi Clinic	Exact match	Richardson, TX, United StatesHQ recorded Oct 12, 2026	n/a	637 contacts →
	Exact match “Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	International Financial Data Services Ifds	Exact match	Kansas City, MO, United StatesHQ recorded Oct 12, 2026	10001+	636 contacts →
	Exact match “SS & C Technologies has acquired International Financial Data Services (IFDS) in the UK.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	KPI Partners	Exact match	Oakland, CA, United StatesHQ recorded Oct 12, 2026	501-1,000	629 contacts →
	Exact match “KPI Partners is a global strategic partner helping enterprises redefine what’s possible with Enterprise AI, Data, and Analytics.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Solomonedwards	Exact match	Wayne, PA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	615 contacts →
	Exact match “For more than 25 years, SolomonEdwards has empowered organizations to tackle common and complex business challenges through strategic advisory, technical advocacy, and hands-on…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Sightspectrum	Exact match	Crowley, TX, United StatesHQ recorded Oct 12, 2026	501-1,000	609 contacts →
	Exact match “SightSpectrum is a technology consulting company with an exclusive focus on Data and Analytics.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Analytix Solutions	Exact match	Woburn, MA, United StatesHQ recorded Oct 12, 2026	501-1,000	603 contacts →
	Exact match “Welcome to Analytix Solutions!” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Systech Solutions, INC	Exact match	Glendale, CA, United StatesHQ recorded Oct 12, 2026	501-1,000	567 contacts →
	Exact match “At Systech Solutions, Inc, we're an all-inclusive data and analytics firm, offering a wide spectrum of cloud, data engineering, AI, and machine learning solutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Apptad	Exact match	Alpharetta, GA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	546 contacts →
	Exact match “Apptad is a strategic technology consulting and innovation-led transformation company that turns complex data and AI challenges into measurable business outcomes for enterprises…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	MST	Exact match	Holliston, United StatesHQ recorded Oct 12, 2026	n/a	451 contacts →
	Exact match “Product and Data Consulting -Product Management -Database Management -Web and Application Development -ETL for Large Datasets” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Intone	Exact match	Iselin, NJ, United StatesHQ recorded Oct 12, 2026	501-1,000	403 contacts →
	Exact match “Incorporated in the year 2003 at New Jersey, USA, Intone Networks Inc.(Intone) is an ISO 27001:2013 and 9001:2015 certified leading IT consulting firm, specializing on IT…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Comply	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	386 contacts →
	Exact match “At Comply, we pride ourselves on being the champion for compliance professionals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	YHB Cpas & Consultants	Exact match	Winchester, VA, United StatesHQ recorded Oct 12, 2026	201-500	373 contacts →
	Exact match “We Are All About You That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	ITI Data	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	371 contacts →
	Exact match “ITI Data an EXL Company (formerly Incandescent Technologies, Inc.) is an industry-leading information and big data management solutions firm with business-driven technology…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	E-Business International INC	Exact match	Monmouth Junction, NJ, United StatesHQ recorded Oct 12, 2026	51-200	351 contacts →
	Exact match “e-Business International Inc is emerging as a leader in business analytics software and services, and it is the largest independent vendor in the business intelligence market.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Ensar Solutions INC	Exact match	Naperville, IL, United StatesHQ recorded Oct 12, 2026	201-500	334 contacts →
	Exact match “Ensar Solutions is a Chicago based IT Services company that focus on Data Analytics, Predictive Modeling, Digital Marketing Analytics, Forecasting, Pricing and revenue…” Recorded in the RevenueBase company graph · Oct 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 data consulting companies”. 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 3,146 financial services data consulting companies based in the United States

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Financial services data consulting companies based in the United States at a glance

As of Oct 12, 2026

29.8%Verified-email coverage

33.1Average contacts per company

1-10Median size (employees)

7.8%Largest-city concentration · New York

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

1,991

11-50

766

51-200

281

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,146 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 the United States whose business descriptions match “financial services data consulting companies” 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 31,096 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 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 data consulting companies by metro

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 data consulting companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services data consulting companies are there based in the United States?

RevenueBase identified 3,146 company matches for financial services data consulting companies associated with the 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?

EXL tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial services data consulting companies?

New York leads with 244 company records, followed by Chicago (85) and Atlanta (75).

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 31,096 professional contacts with verified work emails tracked across these 3,146 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 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 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.