Company lists · Data refreshed October 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 244 companies tracked

RevenueBase identified 244 company matches for financial services data consulting companies associated with New York, United States as of October 2026 and tracks 59,648 professional contacts across them, including 18,701 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for financial services data consulting companies associated with New York, 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

244Companies

59,648Contacts tracked

18,701Verified emails

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

Ranked by team size

Top 25 of 244 company matches for financial services data consulting companies based in New York, 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	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
4	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
5	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
6	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
7	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
8	Seargin	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	501-1,000	256 contacts →
	Exact match “Seargin was founded to close the gap between traditional advisory and hands-on delivery - combining strategic insight with deep expertise in ERP, AI and data.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	ZEN & ART	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	501-1,000	245 contacts →
	Exact match “Zen & Art is a group of talented and experienced technologists and business practitioners who recognize the need for a simplistic approach amidst mass disruption.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	M Science	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	197 contacts →
	Exact match “M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	BREAD	Exact match	New York, United StatesHQ recorded Oct 12, 2026	201-500	194 contacts →
	Exact match “Bread Payments is now Bread Financial.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Research Nester Analytics	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	172 contacts →
	Exact match “Research Nester is a global consulting firm that works with the most aspirational facilitators to define the future market strategies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Vertical Relevance	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	160 contacts →
	Exact match “Vertical Relevance is an industry-focused consulting firm with deep expertise in financial services and additional regulated industries.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	ISS Market Intelligence	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1,001-5,000	152 contacts →
	Exact match “ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Soho Square Solutions	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	152 contacts →
	Exact match “Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Kepler Cannon	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	121 contacts →
	Exact match “Kepler Cannon is an advisory firm dedicated to helping firms lead with data & AI.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	DFP Partners	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	112 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Resilience Insurance Analytics	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	104 contacts →
	Exact match “At Resilience Insurance Analytics, we're continuing a legacy: one built on the firmly held belief that every client, every deal, and every step of your review deserves the…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Wolters Kluwer Financial & Corporate Compliance	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	n/a	98 contacts →
	Exact match “Wolters Kluwer provides expert services and solutions to help financial services and corporate professionals maintain ongoing compliance requirements, increase efficiency and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Seda Experts	Exact match	New York, United StatesHQ recorded Oct 12, 2026	51-200	81 contacts →
	Exact match “SEDA Experts is a financial services consulting firm specializing in disputes and investigations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Syven Global Services	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	72 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Jordan & Jordan	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	67 contacts →
	Exact match “Jordan & Jordan (“J&J”) is a veteran owned FinTech company with domain expertise in the information, processes, and technologies applied to the securities industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	KIE Square Analytics	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	66 contacts →
	Exact match “KiE Square is an Advanced Data Science, Data Engineering and Data Visualization Corporation that believes in creating High Speed Impact for its Clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Reference Point	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	63 contacts →
	Exact match “Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Compliance Risk Concepts CRC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	61 contacts →
	Exact match “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…” 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 244 financial services data consulting companies based in New York, United States

See the full list, filter by size, metro and specialty, and access 18,701 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 12, 2026

31.4%Verified-email coverage

244.5Average contacts per company

11-50Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

112

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 244 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 New York, 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 18,701 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 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 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 New York, United States?

RevenueBase identified 244 company matches for financial services data consulting companies associated with New York, 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 in the United States has the most financial services data consulting companies?

New York leads the United States 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 18,701 professional contacts with verified work emails tracked across these 244 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.