Company lists · Data refreshed October 2026
Top 25 Financial services knowledge management companies based in the United States
RevenueBase identified 202 company matches for financial services knowledge management companies associated with the United States as of October 2026 and tracks 4,559 professional contacts across them, including 1,144 with verified work emails. New York is the largest hub.
This list covers company matches for financial services knowledge management 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.
The 25 largest financial services knowledge management companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 511 contacts → | ||||
Exact match “Digital Nirvana delivers knowledge management solutions, business process automation, and AI-based workflows that empower organizations to create, share, and mine actionable…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 489 contacts → | ||||
Exact match “Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 351 contacts → | ||||
Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 161 contacts → | ||||
Exact match “Salzer Technologies is a global offshore outsourcing firm with offices in Chennai, India and in Northern Virginia in the U.S.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 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 | |||||
| 6 | 126 contacts → | ||||
Exact match “Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 124 contacts → | ||||
Exact match “Navaera Worldwide is a global, full-service firm specializing in advanced knowledge management products and services designed to empower organizations to improve operational…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 80 contacts → | ||||
Exact match “For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 51 contacts → | ||||
Exact match “OmniVista Solutions is a financial services technology consultancy firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 51 contacts → | ||||
Exact match “Tyton Partners, formerly Education Growth Advisors, is the leading provider of investment banking and strategy consulting services to the global knowledge sector.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 46 contacts → | ||||
Exact match “Follow ISS Market Intelligence to stay up to date on important industry events, news, and trends.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 31 contacts → | ||||
Exact match “At Celerit, we accelerate business performance for financial services clients by combining resourcefulness, responsiveness and unsurpassed knowledge of the industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 27 contacts → | ||||
Exact match “Founded in 2014, Grandview is a data and technology consulting services company that empowers financial institutions with nimble technology, efficient business processes, and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 24 contacts → | ||||
Exact match “Experience.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 21 contacts → | ||||
Exact match “Strategic iQ was founded on the principles of Strategic Intelligence which invokes the convergence and application of business intelligence (internal facing), competitive…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 18 contacts → | ||||
Exact match “Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 18 contacts → | ||||
Exact match “Our mission is to transform how financial services companies grow their market share.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 16 contacts → | ||||
Exact match “In February of 2022, Capital Forensics was acquired by J.S.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 14 contacts → | ||||
Exact match “Good Friend Mortgage, Inc is an independent privately owned client focused company with commitment to our connections and our clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 14 contacts → | ||||
Exact match “Since our founding in Celera has been recognized as an innovator in information technology solutions for financial services companies: mutual fund and institutional managers…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 13 contacts → | ||||
Exact match “UCL Financial Group, LLC is a full service financial services firm committed to helping Individuals & Businesses improve their long-term financial success.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 13 contacts → | ||||
Exact match “FiSolve helps asset management and financial services firms achieve and sustain excellence in operational processes, legal oversight and compliance support so our clients may…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 12 contacts → | ||||
Exact match “California Capital Management is a Financial Services company located at 2520 W Olive Avenue Suite 300, Burbank, CA 91505” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 11 contacts → | ||||
Exact match “We are in the financial and risk management business.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 10 contacts → | ||||
Exact match “MIG Inc.” 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 knowledge management 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 202 financial services knowledge management companies based in the United States
See the full list, filter by size, metro and specialty, and access 1,144 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services knowledge management companies based in the United States at a glance
As of Oct 12, 2026Companies by employee count
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 202 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 knowledge management 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 1,144 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 knowledge management 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 knowledge management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services knowledge management companies are there based in the United States?
RevenueBase identified 202 company matches for financial services knowledge management 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?
Digital Nirvana, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services knowledge management companies?
New York leads with 25 company records, followed by Boston (6) and Charlotte (5).
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 1,144 professional contacts with verified work emails tracked across these 202 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.
Ready to reach these companies? Verified emails and direct dials for all 202 financial services knowledge management companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services knowledge management companies by geography
- Financial services knowledge management companies based in Mumbai, India
- Financial services knowledge management companies based in London, United Kingdom
- Financial services knowledge management companies based in New York, United States
- Financial services knowledge management companies based in France
- Financial services knowledge management companies based in Germany
- Financial services knowledge management companies based in India
- Financial services knowledge management companies based in the United Kingdom
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services knowledge management companies based in Mumbai, India
- Financial services knowledge management companies based in London, United Kingdom
- Financial services knowledge management companies based in New York, United States
- Financial services knowledge management companies based in France
- Financial services knowledge management companies based in Germany
- Financial services knowledge management companies based in India
Company intelligence · public preview
Top 25 financial services knowledge management companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 202 matching company records for financial services knowledge management companies based in the United States, with 4,559 tracked contacts and 1,144 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services knowledge management companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Digital Nirvana, INCdigital-nirvana.comHQ: Fremont, CA, United StatesReported employees: 201-500 | Fremont, CA, United States | 201-500 | Exact match | 511 contacts → |
“Digital Nirvana delivers knowledge management solutions, business process automation, and AI-based workflows that empower organizations to create, share, and mine actionable…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  RIMESrimes.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 489 contacts → |
“Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Prime Capital Financialprimefinancial.comHQ: Overland Park, KS, United StatesReported employees: 201-500 | Overland Park, KS, United States | 201-500 | Exact match | 351 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Salzer Technologiessalzertechnologies.comHQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 161 contacts → |
“Salzer Technologies is a global offshore outsourcing firm with offices in Chennai, India and in Northern Virginia in the U.S.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  ISS Market Intelligenceissmarketintelligence.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 152 contacts → |
“ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Lion Streetlionstreet.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 126 contacts → |
“Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Navaera Worldwidenavaera.comHQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 124 contacts → |
“Navaera Worldwide is a global, full-service firm specializing in advanced knowledge management products and services designed to empower organizations to improve operational…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Cerulli Associatescerulli.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 80 contacts → |
“For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Omnivista Solutionsomnivista.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 51 contacts → |
“OmniVista Solutions is a financial services technology consultancy firm.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Tyton Partnerstytonpartners.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 51 contacts → |
“Tyton Partners, formerly Education Growth Advisors, is the leading provider of investment banking and strategy consulting services to the global knowledge sector.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Discovery Data ISS Market Intelligencediscoverydata.com HQ: Eatontown, NJ, United StatesReported employees: 51-200 | Eatontown, NJ, United States | 51-200 | Exact match | 46 contacts → |
“Follow ISS Market Intelligence to stay up to date on important industry events, news, and trends.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Celerit Technologiescelerit.comHQ: Little Rock, AR, United StatesReported employees: 51-200 | Little Rock, AR, United States | 51-200 | Exact match | 31 contacts → |
“At Celerit, we accelerate business performance for financial services clients by combining resourcefulness, responsiveness and unsurpassed knowledge of the industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Grandview Analyticsgrandviewanalytics.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 27 contacts → |
“Founded in 2014, Grandview is a data and technology consulting services company that empowers financial institutions with nimble technology, efficient business processes, and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Winslow, Evans & Crocker, INCwinslowevanscrocker.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 24 contacts → |
“Experience.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Strategic IQsiqllc.com HQ: Rochester Hills, MI, United StatesReported employees: 11-50 | Rochester Hills, MI, United States | 11-50 | Exact match | 21 contacts → |
“Strategic iQ was founded on the principles of Strategic Intelligence which invokes the convergence and application of business intelligence (internal facing), competitive…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Archstone Financialarchstonefinancial.netHQ: Worcester, MA, United StatesReported employees: 11-50 | Worcester, MA, United States | 11-50 | Exact match | 18 contacts → |
“Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  DST Research, Analytics, And Consultingdstsystems.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 18 contacts → |
“Our mission is to transform how financial services companies grow their market share.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Capital Forensics, Inc., A Part Of J.S. Heldcapitalforensics.com HQ: Palatine, IL, United StatesReported employees: 11-50 | Palatine, IL, United States | 11-50 | Exact match | 16 contacts → |
“In February of 2022, Capital Forensics was acquired by J.S.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Good Friend Mortgagegoodfriendmortgage.com HQ: Alpharetta, GA, United StatesReported employees: 1-10 | Alpharetta, GA, United States | 1-10 | Exact match | 14 contacts → |
“Good Friend Mortgage, Inc is an independent privately owned client focused company with commitment to our connections and our clients.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Celera Systems LLCcelerasystems.comHQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 14 contacts → |
“Since our founding in Celera has been recognized as an innovator in information technology solutions for financial services companies: mutual fund and institutional managers…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  UCL Financial Group, LLCuclfinancial.comHQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 13 contacts → |
“UCL Financial Group, LLC is a full service financial services firm committed to helping Individuals & Businesses improve their long-term financial success.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Fisolvefisolve.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 13 contacts → |
“FiSolve helps asset management and financial services firms achieve and sustain excellence in operational processes, legal oversight and compliance support so our clients may…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  California Capital Managementcalcapmgt.comHQ: Burbank, CA, United StatesReported employees: 1-10 | Burbank, CA, United States | 1-10 | Exact match | 12 contacts → |
“California Capital Management is a Financial Services company located at 2520 W Olive Avenue Suite 300, Burbank, CA 91505” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Healy Financialhealyfinancial.net HQ: South Bend, IN, United StatesReported employees: 11-50 | South Bend, IN, United States | 11-50 | Exact match | 11 contacts → |
“We are in the financial and risk management business.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Mosaicmosaic.online HQ: Provo, UT, United StatesReported employees: 11-50 | Provo, UT, United States | 11-50 | Exact match | 10 contacts → |
“MIG Inc.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 202 company matches
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Financial services knowledge management companies: dataset insights
October 12, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
202 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 202 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial services knowledge management companies by metro
Questions about this company list
What does Exact match mean for financial services knowledge management companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services knowledge management companies did RevenueBase find based in the United States?
The saved snapshot records 202 matching company records, 4,559 tracked contacts and 1,144 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial services knowledge management companies by geography
- Financial services knowledge management companies based in Mumbai, India
- Financial services knowledge management companies based in London, United Kingdom
- Financial services knowledge management companies based in New York, United States
- Financial services knowledge management companies based in France
- Financial services knowledge management companies based in Germany
- Financial services knowledge management companies based in India
- Financial services knowledge management companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial services knowledge management companies based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-knowledge-management-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services knowledge management companies based in Mumbai, India
- Financial services knowledge management companies based in London, United Kingdom
- Financial services knowledge management companies based in New York, United States
- Financial services knowledge management companies based in France
- Financial services knowledge management companies based in Germany
- Financial services knowledge management companies based in India
Company intelligence · public preview
Top 25 financial services knowledge management companies based in the United States
RevenueBase records 202 matching company records for financial services knowledge management companies based in the United States, with 4,559 tracked contacts and 1,144 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services knowledge management companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Digital Nirvana, INCdigital-nirvana.com HQ: Fremont, CA, United StatesReported employees: 201-500 | Fremont, CA, United States | 201-500 | Exact match | 511 contacts → |
“Digital Nirvana delivers knowledge management solutions, business process automation, and AI-based workflows that empower organizations to create, share, and mine actionable…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | RIMESrimes.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 489 contacts → |
“Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Prime Capital Financialprimefinancial.com HQ: Overland Park, KS, United StatesReported employees: 201-500 | Overland Park, KS, United States | 201-500 | Exact match | 351 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Salzer Technologiessalzertechnologies.com HQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 161 contacts → |
“Salzer Technologies is a global offshore outsourcing firm with offices in Chennai, India and in Northern Virginia in the U.S.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | ISS Market Intelligenceissmarketintelligence.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 152 contacts → |
“ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lion Streetlionstreet.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 126 contacts → |
“Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Navaera Worldwidenavaera.com HQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 124 contacts → |
“Navaera Worldwide is a global, full-service firm specializing in advanced knowledge management products and services designed to empower organizations to improve operational…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Cerulli Associatescerulli.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 80 contacts → |
“For over 30 years, Cerulli has been at the forefront of the industry, delivering groundbreaking market intelligence.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Omnivista Solutionsomnivista.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 51 contacts → |
“OmniVista Solutions is a financial services technology consultancy firm.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Tyton Partnerstytonpartners.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 51 contacts → |
“Tyton Partners, formerly Education Growth Advisors, is the leading provider of investment banking and strategy consulting services to the global knowledge sector.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Discovery Data ISS Market Intelligencediscoverydata.com HQ: Eatontown, NJ, United StatesReported employees: 51-200 | Eatontown, NJ, United States | 51-200 | Exact match | 46 contacts → |
“Follow ISS Market Intelligence to stay up to date on important industry events, news, and trends.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Celerit Technologiescelerit.com HQ: Little Rock, AR, United StatesReported employees: 51-200 | Little Rock, AR, United States | 51-200 | Exact match | 31 contacts → |
“At Celerit, we accelerate business performance for financial services clients by combining resourcefulness, responsiveness and unsurpassed knowledge of the industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Grandview Analyticsgrandviewanalytics.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 27 contacts → |
“Founded in 2014, Grandview is a data and technology consulting services company that empowers financial institutions with nimble technology, efficient business processes, and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Winslow, Evans & Crocker, INCwinslowevanscrocker.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 24 contacts → |
“Experience.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Strategic IQsiqllc.com HQ: Rochester Hills, MI, United StatesReported employees: 11-50 | Rochester Hills, MI, United States | 11-50 | Exact match | 21 contacts → |
“Strategic iQ was founded on the principles of Strategic Intelligence which invokes the convergence and application of business intelligence (internal facing), competitive…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Archstone Financialarchstonefinancial.net HQ: Worcester, MA, United StatesReported employees: 11-50 | Worcester, MA, United States | 11-50 | Exact match | 18 contacts → |
“Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | DST Research, Analytics, And Consultingdstsystems.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 18 contacts → |
“Our mission is to transform how financial services companies grow their market share.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Capital Forensics, Inc., A Part Of J.S. Heldcapitalforensics.com HQ: Palatine, IL, United StatesReported employees: 11-50 | Palatine, IL, United States | 11-50 | Exact match | 16 contacts → |
“In February of 2022, Capital Forensics was acquired by J.S.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Good Friend Mortgagegoodfriendmortgage.com HQ: Alpharetta, GA, United StatesReported employees: 1-10 | Alpharetta, GA, United States | 1-10 | Exact match | 14 contacts → |
“Good Friend Mortgage, Inc is an independent privately owned client focused company with commitment to our connections and our clients.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Celera Systems LLCcelerasystems.com HQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 14 contacts → |
“Since our founding in Celera has been recognized as an innovator in information technology solutions for financial services companies: mutual fund and institutional managers…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | UCL Financial Group, LLCuclfinancial.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 13 contacts → |
“UCL Financial Group, LLC is a full service financial services firm committed to helping Individuals & Businesses improve their long-term financial success.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fisolvefisolve.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 13 contacts → |
“FiSolve helps asset management and financial services firms achieve and sustain excellence in operational processes, legal oversight and compliance support so our clients may…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | California Capital Managementcalcapmgt.com HQ: Burbank, CA, United StatesReported employees: 1-10 | Burbank, CA, United States | 1-10 | Exact match | 12 contacts → |
“California Capital Management is a Financial Services company located at 2520 W Olive Avenue Suite 300, Burbank, CA 91505” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Healy Financialhealyfinancial.net HQ: South Bend, IN, United StatesReported employees: 11-50 | South Bend, IN, United States | 11-50 | Exact match | 11 contacts → |
“We are in the financial and risk management business.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Mosaicmosaic.online HQ: Provo, UT, United StatesReported employees: 11-50 | Provo, UT, United States | 11-50 | Exact match | 10 contacts → |
“MIG Inc.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 202 company matches
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Financial services knowledge management companies: dataset insights
October 12, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
202 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 202 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial services knowledge management companies by metro
Questions about this company list
What does Exact match mean for financial services knowledge management companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services knowledge management companies did RevenueBase find based in the United States?
The saved snapshot records 202 matching company records, 4,559 tracked contacts and 1,144 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial services knowledge management companies by geography
- Financial services knowledge management companies based in Mumbai, India
- Financial services knowledge management companies based in London, United Kingdom
- Financial services knowledge management companies based in New York, United States
- Financial services knowledge management companies based in France
- Financial services knowledge management companies based in Germany
- Financial services knowledge management companies based in India
- Financial services knowledge management companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial services knowledge management companies based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-knowledge-management-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Financial services knowledge management companies based in Mumbai, India
- Financial services knowledge management companies based in London, United Kingdom
- Financial services knowledge management companies based in New York, United States
- Financial services knowledge management companies based in France
- Financial services knowledge management companies based in Germany
- Financial services knowledge management companies based in India