Company lists · Data refreshed September 2026
Top 21 Financial services IT consulting companies based in San Francisco, United States
RevenueBase identified 78 financial services IT consulting companies headquartered in 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 financial services IT consulting companies headquartered in San Francisco, 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 30, 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.
The 21 largest financial services IT consulting companies based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 274 contacts → | ||||
Partial evidence “M Squared Consulting has now fully integrated into our parent company, SolomonEdwards, uniting us as one national professional services firm and brand.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 2 | 73 contacts → | ||||
Indirect evidence “We enhance customer experiences, build solutions, modernize applications and leverage technology with data Analytics to create real value.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 3 | 43 contacts → | ||||
Partial evidence “StrategyBRIX is a boutique Risk and Compliance management consulting business for fintechs, crypto businesses, and digital banks.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 27 contacts → | ||||
Strong evidence “TMC Software has been providing expert IT consulting services and staffing since 1995.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 5 | 14 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Indirect evidence “SFDATA is a systems, data management and software development consultancy grounded in long-term client-partnerships.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Indirect evidence “mPay Advisory helps clients leverage emergent technology strategically to solve business problems and address opportunities so that they can better meet customer needs, improve…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Partial evidence “Krebar International is a consulting firm offering business services to clients worldwide.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Indirect evidence “Our mission is to empower builders and startups to create smarter products, optimize payments, and harness AI for growth.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect evidence “Stratis Advisory was founded in 2013 by seasoned risk executives, consultants, and serial entrepreneurs who believe in the transformative power of innovation and technology.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “This is a new page for my business, Bay Area CFO Consultants.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “Welcome to Aureus Advantage, where we blend innovation with strategic insight to drive excellence in wealth.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Strong evidence “Cobaltix Prime is an IT consulting firm providing white glove IT services to small companies and individuals in the San Francisco Bay Area.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “Seraphin Partners is an advisory firm specializing in assisting start-up and venture-stage companies.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Partial evidence “IT support & services for the Bay area” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “BizVisory & Wellness is a boutique consulting and technology services firm, born and raised in the SF Bay Area technology-era.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Strong evidence “One Blue Oak specializes in expert digital strategy consulting in financial services.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “Technology, product, marketing, operations, and management consulting for FinTech (and related) startups.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
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 IT consulting companies. 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 IT consulting companies.
- Partial evidence
- Its own public description names part of financial services IT consulting companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial services IT consulting companies. 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 21 of 78 financial services IT consulting companies based in San Francisco, United States
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Financial services IT consulting companies based in San Francisco, United States at a glance
As of Sep 30, 2026Companies by employee count
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
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 IT consulting companies, 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 San Francisco, United States whose own description of what they do matches “financial services IT consulting companies”. 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 IT consulting companies), 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 IT consulting companies, and records with no verified work email. Companies headquartered outside San Francisco 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, 77 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 30, 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 IT consulting companies by metro in the United States
- Financial services IT consulting companies in New York393
- Financial services IT consulting companies in Houston146
- Financial services IT consulting companies in Chicago123
- Financial services IT consulting companies in Dallas116
- Financial services IT consulting companies in Atlanta105
- Financial services IT consulting companies in Los Angeles86
- Financial services IT consulting companies in Austin85
- Financial services IT consulting companies in Miami82
- Financial services IT consulting companies in Boston66
- Financial services IT consulting companies in Tampa56
- Financial services IT consulting companies in Denver55
- Financial services IT consulting companies in Charlotte52
- Financial services IT consulting companies in Irving50
- Financial services IT consulting companies in Washington50
- Financial services IT consulting companies in Frisco44
- Financial services IT consulting companies in Seattle43
- Financial services IT consulting companies in Alpharetta41
- Financial services IT consulting companies in Plano41
- Financial services IT consulting companies in Phoenix40
- Financial services IT consulting companies in Princeton39
- Financial services IT consulting companies in San Diego38
- Financial services IT consulting companies in Columbus35
- Financial services IT consulting companies in Irvine35
- Financial services IT consulting companies in Jersey City34
- Financial services IT consulting companies in Indianapolis26
- Financial services IT consulting companies in St. Louis26
- Financial services IT consulting companies in Columbia25
- Financial services IT consulting companies in Herndon25
- Financial services IT consulting companies in Wilmington25
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 IT consulting companies, 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 IT consulting companies are there based in San Francisco, United States?
RevenueBase identified 78 financial services IT consulting companies headquartered in San Francisco, 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?
M Squared Consulting, headquartered in San Francisco, tops this list with the largest team on record.
Which city in the United States has the most financial services IT consulting companies?
New York leads the United States with 393 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 77 verified decision-maker contacts tracked across these 78 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 30, 2026.
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Financial services IT consulting companies by geography
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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.
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