Company lists · Data refreshed October 2026

Top 25 Financial services process consultants based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 8,093 companies tracked

RevenueBase identified 8,093 company matches for financial services process consultants associated with the United States as of October 2026 and tracks 170,305 professional contacts across them, including 56,949 with verified work emails. New York is the largest hub.

This list covers company matches for financial services process consultants associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 12, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

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

8,093Companies

170,305Contacts tracked

56,949Verified emails

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The 25 largest financial services process consultants based in the United States

Ranked by team size

Top 25 of 8,093 company matches for financial services process consultants based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	EXL	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	44,643 contacts →
	Exact match “Choosing a digital partner is about more than capabilities, it’s about collaboration and character.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Slalom	Exact match	Seattle, WA, United StatesHQ recorded Oct 12, 2026	10001+	10,057 contacts →
	Exact match “Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Protiviti	Exact match	Menlo Park, CA, United StatesHQ recorded Oct 12, 2026	5,001-10,000	8,854 contacts →
	Exact match “Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Yash Technologies	Exact match	East Moline, IL, United StatesHQ recorded Oct 12, 2026	5,001-10,000	7,847 contacts →
	Exact match “YASH Technologies is a consulting-led transformation partner with a proven track record of helping customers address their current and prospective digital transformation…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Alixpartners	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1,001-5,000	3,693 contacts →
	Exact match “For more than forty years, AlixPartners has helped businesses around the world respond quickly and decisively to their most critical challenges – circumstances as diverse as…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Resource PRO	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	3,554 contacts →
	Exact match “Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Armanino	Exact match	San Ramon, CA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	3,191 contacts →
	Exact match “Founded as an alternative to the status quo, Armanino doesn’t just keep up with change, we embrace it.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Genpact Headstrong Capital Markets	Exact match	Reston, VA, United StatesHQ recorded Oct 12, 2026	10001+	3,109 contacts →
	Exact match “Genpact Headstrong Capital Markets is a global consulting and IT services company with a specialized focus in capital markets.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Speridian Technologies	Exact match	Albuquerque, NM, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,594 contacts →
	Exact match “Speridian Technologies is a global consulting and technology services firm that helps enterprises and public sector organizations modernize operations, enhance customer experience…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Argano	Exact match	Plano, TX, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,799 contacts →
	Exact match “Argano is the world’s first and largest digital services consultancy focused exclusively on enabling high performance across our clients’ business operations, at scale and around…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	AIS Info	Exact match	Houston, TX, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,418 contacts →
	Exact match “AIS is a professional services and technology company that reduces operating costs, improves compliance and mitigates risk through automation and highly skilled talent.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	FBSPL	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1,001-5,000	1,271 contacts →
	Exact match “FBSPL is an AI-integrated consulting firm that helps businesses enhance efficiency through intelligent processes, technology, and domain expertise.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	W3global	Exact match	Frisco, TX, United StatesHQ recorded Oct 12, 2026	501-1,000	1,127 contacts →
	Exact match “W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Navigant	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	5,001-10,000	1,087 contacts →
	Exact match “Guidehouse is a leading global provider of consulting services to the public and commercial markets with broad capabilities in management, technology, and risk consulting.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Opus Technologies	Exact match	Alpharetta, GA, United StatesHQ recorded Oct 12, 2026	501-1,000	1,027 contacts →
	Exact match “Opus is a trusted engineering partner to payment providers, banks, and fintechs navigating change in a real-time, digital-first world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Anaptyss	Exact match	Alpharetta, GA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	933 contacts →
	Exact match “Anaptyss Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	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
18	Cogneesol	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	501-1,000	886 contacts →
	Exact match “Cogneesol is a global professional services firm offering comprehensive bespoke and ready-to-deploy business process management solutions to help businesses optimize, innovate and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Pariveda	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	501-1,000	705 contacts →
	Exact match “Pariveda is a North American-based, employee-owned professional services firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Spaulding Ridge	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	501-1,000	666 contacts →
	Exact match “Spaulding Ridge is the modern GSI for the modern executive team.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	SEI	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 12, 2026	501-1,000	650 contacts →
	Exact match “SEI is a management consulting firm delivering fresh perspectives and reliable results.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Solomonedwards	Exact match	Wayne, PA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	615 contacts →
	Exact match “For more than 25 years, SolomonEdwards has empowered organizations to tackle common and complex business challenges through strategic advisory, technical advocacy, and hands-on…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Analytix Solutions	Exact match	Woburn, MA, United StatesHQ recorded Oct 12, 2026	501-1,000	603 contacts →
	Exact match “Welcome to Analytix Solutions!” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Aarete	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	201-500	585 contacts →
	Exact match “AArete is a global management and technology consulting firm specializing in driving profitability improvement, digital transformation, and strategy & change for clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	DLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	201-500	560 contacts →
	Exact match “DLC is an award-winning industry leader in Finance, Accounting, Program Management & Process Improvement Consulting.” 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 process consultants”. 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 8,093 financial services process consultants based in the United States

See the full list, filter by size, metro and specialty, and access 56,949 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services process consultants based in the United States at a glance

As of Oct 12, 2026

33.4%Verified-email coverage

21.0Average contacts per company

1-10Median size (employees)

5.4%Largest-city concentration · New York

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

5,817

11-50

1,597

51-200

476

201-500

103

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 8,093 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 process consultants” 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 56,949 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 process consultants 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 process consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services process consultants are there based in the United States?

RevenueBase identified 8,093 company matches for financial services process consultants associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

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

Which city has the most financial services process consultants?

New York leads with 438 company records, followed by Houston (211) and Chicago (209).

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 56,949 professional contacts with verified work emails tracked across these 8,093 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.