Company lists · Data refreshed October 2026

Top 25 Financial services research agencies based in the United States

Name: Financial services research agencies 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 560 companies tracked

RevenueBase identified 560 company matches for financial services research agencies associated with the United States as of October 2026 and tracks 10,547 professional contacts across them, including 2,650 with verified work emails. New York is the largest hub.

This list covers company matches for financial services research agencies 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

560Companies

10,547Contacts tracked

2,650Verified emails

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The 25 largest financial services research agencies based in the United States

Ranked by team size

Top 25 of 560 company matches for financial services research agencies 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	Crisil Coalition Greenwich	Exact match	Stamford, CT, United StatesHQ recorded Oct 12, 2026	1,001-5,000	712 contacts →
	Exact match “Crisil Coalition Greenwich is a leading provider of strategic benchmarking, analytics and insights to the financial services industry, and specializes in providing unique…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	KBW	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	501-1,000	500 contacts →
	Exact match “KBW (Keefe, Bruyette & Woods, Inc, operating in the U.S, and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	LIMRA	Exact match	Windsor, CT, United StatesHQ recorded Oct 12, 2026	201-500	428 contacts →
	Exact match “For more than a century, we’ve served as the largest trade association supporting the insurance and related financial services industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Comply Regulatory Services	Exact match	Lakeville, CT, United StatesHQ recorded Oct 12, 2026	201-500	267 contacts →
	Exact match “Comply Regulatory Services (formerly NRS) is an advanced solution and service offering for investment advisers, broker-dealers, hedge funds, investment companies, and insurance…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Datos Insights	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	51-200	254 contacts →
	Exact match “Datos Insights is the leading research and advisory partner to the banking, insurance, securities, and payments technology industries-both the financial services firms and the…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Convergex	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	211 contacts →
	Exact match “Convergex is now Cowen!” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Cfra Research	Exact match	Charlottesville, VA, United StatesHQ recorded Oct 12, 2026	51-200	198 contacts →
	Exact match “CFRA is a global leader in financial intelligence solutions and insights.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	M Science	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	197 contacts →
	Exact match “M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Value Line	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	195 contacts →
	Exact match “Value Line® The Most Trusted Name in Investment Research™ A venerable authority in reliable and unbiased information, Value Line provides accurate and insightful investment…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	BREAD	Exact match	New York, United StatesHQ recorded Oct 12, 2026	201-500	194 contacts →
	Exact match “Bread Payments is now Bread Financial.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	American Portfolios	Exact match	Holbrook, NY, United StatesHQ recorded Oct 12, 2026	51-200	187 contacts →
	Exact match “Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	FI Consulting	Exact match	Arlington, VA, United StatesHQ recorded Oct 12, 2026	51-200	175 contacts →
	Exact match “As sweeping changes in regulation, technology, and markets transform the financial sector, high performing organizations know they can’t stay ahead by standing still.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	BWG Global	Exact match	New York, United StatesHQ recorded Oct 12, 2026	51-200	174 contacts →
	Exact match “BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Spherical Insights LLP	Exact match	Mason, OH, United StatesHQ recorded Oct 12, 2026	51-200	155 contacts →
	Exact match “Spherical Insights & Consulting is the company behind one of the world’s leading market data intelligence, and content marketing services portals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	ISS Market Intelligence	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1,001-5,000	152 contacts →
	Exact match “ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Cleveland Research Company	Exact match	Cleveland, OH, United StatesHQ recorded Oct 12, 2026	51-200	149 contacts →
	Exact match “Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Lion Street	Exact match	Austin, TX, United StatesHQ recorded Oct 12, 2026	51-200	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
18	J.P. Turner & Company, LLC	Exact match	Atlanta, GA, United StatesHQ recorded Oct 12, 2026	501-1,000	116 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Infinity IPS	Exact match	Rockville, MD, United StatesHQ recorded Oct 12, 2026	1,001-5,000	108 contacts →
	Exact match “Infinity IPS is a trusted financial services partner in loan-level due diligence, quality control, and risk management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Cutter Associates	Exact match	Rockland, MA, United StatesHQ recorded Oct 12, 2026	51-200	100 contacts →
	Exact match “Cutter Associates serves the operational, technology, and client experience needs of the global investment management industry, providing our research members and consulting…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Cerulli Associates	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	51-200	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
22	NED Davis Research	Exact match	Sarasota, FL, United StatesHQ recorded Oct 12, 2026	51-200	79 contacts →
	Exact match “Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Bluecrest Financial Alliances	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	51-200	74 contacts →
	Exact match “Register for Bluecrest Financial Forum: &…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Strategic Insight ISS Market Intelligence	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	501-1,000	72 contacts →
	Exact match “Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Patomak Global Partners	Exact match	Washington, DC, United StatesHQ recorded Oct 12, 2026	51-200	70 contacts →
	Exact match “Patomak is a financial services consultancy that provides industry and regulatory expertise, delivers value in an efficient manner, and provides a competitive edge to companies…” 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 research agencies”. 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 560 financial services research agencies based in the United States

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Financial services research agencies based in the United States at a glance

As of Oct 12, 2026

25.1%Verified-email coverage

18.8Average contacts per company

1-10Median size (employees)

10.7%Largest-city concentration · New York

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

367

11-50

120

51-200

201-500

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 560 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 research agencies” 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 2,650 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 research agencies by metro

Financial services research agencies in New York60

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 research agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services research agencies are there based in the United States?

RevenueBase identified 560 company matches for financial services research agencies 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?

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

Which city has the most financial services research agencies?

New York leads with 60 company records, followed by Boston (11) and Chicago (8).

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 2,650 professional contacts with verified work emails tracked across these 560 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.