Company lists · Data refreshed September 2026

Top 21 Financial services IT consulting companies based in San Francisco, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 78 companies tracked

RevenueBase identified 78 company matches for financial services IT consulting companies associated with San Francisco, United States as of September 2026 and tracks 987 professional contacts across them, including 77 with verified work emails. Across the United States, New York is the largest hub for this category (393 companies); San Francisco has 78.

This list covers company matches for financial services IT consulting companies 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 September 30, 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 Sep 30, 2026 How this list was built

78Companies

987Contacts tracked

77Verified emails

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The 21 largest financial services IT consulting companies based in San Francisco, United States

Ranked by team size

Top 21 of 78 company matches for financial services IT consulting companies based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 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 Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
2	WTA	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 2026	201-500	73 contacts →
	Exact match “We enhance customer experiences, build solutions, modernize applications and leverage technology with data Analytics to create real value.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Strategybrix	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
4	TMC Software	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 2026	11-50	27 contacts →
	Exact match “TMC Software has been providing expert IT consulting services and staffing since 1995.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	OFF Ramp HUB	Exact match	San Francisco, United StatesHQ recorded Sep 30, 2026	1-10	14 contacts →
	Exact match “Off Ramp Hub is a banker desktop 'operating system', born from the frontline, built by bankers who spent decades inside the top financial institutions in the country and needed a…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Sfdata	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 2026	11-50	10 contacts →
	Exact match “SFDATA is a systems, data management and software development consultancy grounded in long-term client-partnerships.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	Mpay Advisory	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
8	Kb&a Accounting	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
9	Krebar International	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 2026	51-200	3 contacts →
	Exact match “Krebar International is a consulting firm offering business services to clients worldwide.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Steelhead Advisors LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	FH Technology And Consulting	Exact match	San Francisco, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “Our mission is to empower builders and startups to create smarter products, optimize payments, and harness AI for growth.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Stratis Advisory	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
13	BAY Area CFO Consultants	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
14	Aureus Advantage	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
15	Cobaltix Prime	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 2026	1-10	2 contacts →
	Exact match “Cobaltix Prime is an IT consulting firm providing white glove IT services to small companies and individuals in the San Francisco Bay Area.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Seraphin Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “Seraphin Partners is an advisory firm specializing in assisting start-up and venture-stage companies.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Tekstro	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “IT support & services for the Bay area” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Bizvisory & Wellness, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
19	ONE Blue OAK	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
20	Fintech Alchemy	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
21	HMJ Consultants	Exact match	San Francisco, CA, United StatesHQ recorded Sep 30, 2026	1-10	1 contacts →
	Exact match “HMJ Consultants was formed with the simple idea - Help accelerate change & solve complex problems in two of the slowest industries to adapt technology and AI in their business…” Recorded in the RevenueBase company graph · Sep 30, 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 IT 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 21 of 78 financial services IT consulting companies based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 77 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 30, 2026

7.8%Verified-email coverage

12.7Average contacts per company

1-10Median size (employees)

Sep 30, 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 78 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 IT 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 77 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 30, 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 IT 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 IT consulting companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services IT consulting companies are there based in San Francisco, United States?

RevenueBase identified 78 company matches for financial services IT consulting companies associated with San Francisco, 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?

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 IT consulting companies?

New York leads the United States with 393 company records, followed by Houston (146) and Chicago (123). San Francisco has 78.

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 77 professional contacts with verified work emails tracked across these 78 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 30, 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.