Company lists · Data refreshed October 2026
Top 25 Financial services research consultants based in the United States
RevenueBase identified 1,354 company matches for financial services research consultants associated with the United States as of October 2026 and tracks 15,037 professional contacts across them, including 5,000 with verified work emails. New York is the largest hub.
This list covers company matches for financial services research 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.
The 25 largest financial services research consultants based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 561 contacts → | ||||
Exact match “The Brattle Group answers complex economic, finance, and regulatory questions for corporations, law firms, and governments around the world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 499 contacts → | ||||
Exact match “Driven by innovation and value addition approach, Allied Market Research is instrumental in market research and business consulting across various industry verticals since its…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 386 contacts → | ||||
Exact match “At Comply, we pride ourselves on being the champion for compliance professionals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 263 contacts → | ||||
Exact match “For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 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 | |||||
| 8 | 189 contacts → | ||||
Exact match “Our team produces independent research and custom consulting advice to help executives make the most informed decisions possible.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 175 contacts → | ||||
Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 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 | |||||
| 11 | 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 | |||||
| 12 | 172 contacts → | ||||
Exact match “Research Nester is a global consulting firm that works with the most aspirational facilitators to define the future market strategies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 160 contacts → | ||||
Exact match “Vertical Relevance is an industry-focused consulting firm with deep expertise in financial services and additional regulated industries.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 157 contacts → | ||||
Exact match “Established in 2014, Optima is a leading global regulatory compliance and cybersecurity consulting firm advising financial institutions, including investment managers, hedge…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 156 contacts → | ||||
Exact match “F2 Strategy is a leading consulting and research firm modernizing the wealth and asset management industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 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 | |||||
| 17 | 152 contacts → | ||||
Exact match “Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 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 | |||||
| 19 | 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 | |||||
| 20 | 91 contacts → | ||||
Exact match “The RWC Group is a leading provider of top tier consulting, expert manpower and compliance services to the premier financial institutions, financial technology companies, and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 85 contacts → | ||||
Exact match “Founded in 2002, ROI Rocket provides full-service research, marketing and sales automation, and digital agency support to consultants, investors, corporate clients, and the…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 84 contacts → | ||||
Exact match “Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 81 contacts → | ||||
Exact match “SEDA Experts is a financial services consulting firm specializing in disputes and investigations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 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 | |||||
| 25 | 79 contacts → | ||||
Exact match “Established in 1997, Hudson Cook, LLP focuses on state and federal consumer and commercial financial services, banking and privacy compliance, regulation, enforcement and…” 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 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 1,354 financial services research consultants based in the United States
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Financial services research consultants 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 1,354 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 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 5,000 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 consultants by metro
- Financial services research consultants in New York137
- Financial services research consultants in Chicago35
- Financial services research consultants in Dallas32
- Financial services research consultants in Washington31
- Financial services research consultants in Houston26
- Financial services research consultants in Atlanta25
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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services research consultants are there based in the United States?
RevenueBase identified 1,354 company matches for financial services research 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?
Perella Weinberg 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 consultants?
New York leads with 137 company records, followed by Chicago (35) and Dallas (32).
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 5,000 professional contacts with verified work emails tracked across these 1,354 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 1,354 financial services research consultants based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services research consultants by geography
- Financial services research consultants based in Sydney, Australia
- Financial services research consultants based in Sao Paulo, Brazil
- Financial services research consultants based in Toronto, Canada
- Financial services research consultants based in Paris, France
- Financial services research consultants based in Frankfurt, Germany
- Financial services research consultants based in Bangalore, India
- Financial services research consultants based in Chennai, India
- Financial services research consultants based in Mumbai, India
- Financial services research consultants based in Pune, India
- Financial services research consultants based in Milan, Italy
- Financial services research consultants based in Mexico City, Mexico
- Financial services research consultants based in Stockholm, Sweden
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 research consultants based in Sydney, Australia
- Financial services research consultants based in Sao Paulo, Brazil
- Financial services research consultants based in Toronto, Canada
- Financial services research consultants based in Paris, France
- Financial services research consultants based in Frankfurt, Germany
- Financial services research consultants based in Bangalore, India
Company intelligence · public preview
Top 25 financial services research consultants 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 1,354 matching company records for financial services research consultants based in the United States, with 15,037 tracked contacts and 5,000 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 research consultants 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 |  Perella Weinbergpwpartners.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 903 contacts → |
“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 description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Crisil Coalition Greenwichgreenwich.comHQ: Stamford, CT, United StatesReported employees: 1,001-5,000 | Stamford, CT, United States | 1,001-5,000 | Exact match | 712 contacts → |
“Crisil Coalition Greenwich is a leading provider of strategic benchmarking, analytics and insights to the financial services industry, and specializes in providing unique…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  The Brattle Groupbrattle.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 561 contacts → |
“The Brattle Group answers complex economic, finance, and regulatory questions for corporations, law firms, and governments around the world.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Allied Market Researchalliedmarketresearch.comHQ: Wilmington, DE, United StatesReported employees: 501-1,000 | Wilmington, DE, United States | 501-1,000 | Exact match | 499 contacts → |
“Driven by innovation and value addition approach, Allied Market Research is instrumental in market research and business consulting across various industry verticals since its…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Complycomply.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 386 contacts → |
“At Comply, we pride ourselves on being the champion for compliance professionals.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Cornerstone Advisorscrnrstone.comHQ: Scottsdale, AZ, United StatesReported employees: 201-500 | Scottsdale, AZ, United States | 201-500 | Exact match | 263 contacts → |
“For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Datos Insightsdatos-insights.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 254 contacts → |
“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 description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  John Burns Research And Consultingjbrec.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 189 contacts → |
“Our team produces independent research and custom consulting advice to help executives make the most informed decisions possible.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  ALM Firstalmfirst.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 175 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  FI Consultingficonsulting.comHQ: Arlington, VA, United StatesReported employees: 51-200 | Arlington, VA, United States | 51-200 | Exact match | 175 contacts → |
“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 description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  BWG Globalbwgglobal.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 174 contacts → |
“BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Research Nester Analyticsresearchnester.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 172 contacts → |
“Research Nester is a global consulting firm that works with the most aspirational facilitators to define the future market strategies.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Vertical Relevanceverticalrelevance.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 160 contacts → |
“Vertical Relevance is an industry-focused consulting firm with deep expertise in financial services and additional regulated industries.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Optima Partnersoptima-partners.comHQ: NY, United StatesReported employees: 51-200 | NY, United States | 51-200 | Exact match | 157 contacts → |
“Established in 2014, Optima is a leading global regulatory compliance and cybersecurity consulting firm advising financial institutions, including investment managers, hedge…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  F2 Strategyf2strategy.comHQ: West Chester, PA, United StatesReported employees: 51-200 | West Chester, PA, United States | 51-200 | Exact match | 156 contacts → |
“F2 Strategy is a leading consulting and research firm modernizing the wealth and asset management industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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. | |||||
| 17 |  Soho Square Solutionssohosquaresolutions.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 152 contacts → |
“Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Cleveland Research Companyclevelandresearch.comHQ: Cleveland, OH, United StatesReported employees: 51-200 | Cleveland, OH, United States | 51-200 | Exact match | 149 contacts → |
“Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cutter Associatescutterassociates.com HQ: Rockland, MA, United StatesReported employees: 51-200 | Rockland, MA, United States | 51-200 | Exact match | 100 contacts → |
“Cutter Associates serves the operational, technology, and client experience needs of the global investment management industry, providing our research members and consulting…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  The RWC Grouptherwcgroup.comHQ: Fort Worth, TX, United StatesReported employees: 51-200 | Fort Worth, TX, United States | 51-200 | Exact match | 91 contacts → |
“The RWC Group is a leading provider of top tier consulting, expert manpower and compliance services to the premier financial institutions, financial technology companies, and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  ROI Rocketroirocket.comHQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 85 contacts → |
“Founded in 2002, ROI Rocket provides full-service research, marketing and sales automation, and digital agency support to consultants, investors, corporate clients, and the…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Elite Consulting Partnerseliteconsultingpartners.comHQ: Moorestown, NJ, United StatesReported employees: 51-200 | Moorestown, NJ, United States | 51-200 | Exact match | 84 contacts → |
“Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Seda Expertssedaexperts.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 81 contacts → |
“SEDA Experts is a financial services consulting firm specializing in disputes and investigations.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  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. | |||||
| 25 |  Hudson Cook, LLPhudco.comHQ: Hanover, MD, United StatesReported employees: 51-200 | Hanover, MD, United States | 51-200 | Exact match | 79 contacts → |
“Established in 1997, Hudson Cook, LLP focuses on state and federal consumer and commercial financial services, banking and privacy compliance, regulation, enforcement and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,354 company matches
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Financial services research consultants: 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
1,353 records in the displayed employee bands.
1 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 1,354 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 research consultants by metro
- Financial services research consultants in New York137
- Financial services research consultants in Chicago35
- Financial services research consultants in Dallas32
- Financial services research consultants in Washington31
- Financial services research consultants in Houston26
- Financial services research consultants in Atlanta25
Questions about this company list
What does Exact match mean for financial services research consultants?
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 research consultants did RevenueBase find based in the United States?
The saved snapshot records 1,354 matching company records, 15,037 tracked contacts and 5,000 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 research consultants by geography
- Financial services research consultants based in Sydney, Australia
- Financial services research consultants based in Sao Paulo, Brazil
- Financial services research consultants based in Toronto, Canada
- Financial services research consultants based in Paris, France
- Financial services research consultants based in Frankfurt, Germany
- Financial services research consultants based in Bangalore, India
- Financial services research consultants based in Chennai, India
- Financial services research consultants based in Mumbai, India
- Financial services research consultants based in Pune, India
- Financial services research consultants based in Milan, Italy
- Financial services research consultants based in Mexico City, Mexico
- Financial services research consultants based in Stockholm, Sweden
Cite this list
RevenueBase Data Team. Top 25 financial services research consultants based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-research-consultants/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 research consultants based in Sydney, Australia
- Financial services research consultants based in Sao Paulo, Brazil
- Financial services research consultants based in Toronto, Canada
- Financial services research consultants based in Paris, France
- Financial services research consultants based in Frankfurt, Germany
- Financial services research consultants based in Bangalore, India
Company intelligence · public preview
Top 25 financial services research consultants based in the United States
RevenueBase records 1,354 matching company records for financial services research consultants based in the United States, with 15,037 tracked contacts and 5,000 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 research consultants 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 | Perella Weinbergpwpartners.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 903 contacts → |
“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 description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Crisil Coalition Greenwichgreenwich.com HQ: Stamford, CT, United StatesReported employees: 1,001-5,000 | Stamford, CT, United States | 1,001-5,000 | Exact match | 712 contacts → |
“Crisil Coalition Greenwich is a leading provider of strategic benchmarking, analytics and insights to the financial services industry, and specializes in providing unique…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | The Brattle Groupbrattle.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 561 contacts → |
“The Brattle Group answers complex economic, finance, and regulatory questions for corporations, law firms, and governments around the world.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Allied Market Researchalliedmarketresearch.com HQ: Wilmington, DE, United StatesReported employees: 501-1,000 | Wilmington, DE, United States | 501-1,000 | Exact match | 499 contacts → |
“Driven by innovation and value addition approach, Allied Market Research is instrumental in market research and business consulting across various industry verticals since its…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Complycomply.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 386 contacts → |
“At Comply, we pride ourselves on being the champion for compliance professionals.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Cornerstone Advisorscrnrstone.com HQ: Scottsdale, AZ, United StatesReported employees: 201-500 | Scottsdale, AZ, United States | 201-500 | Exact match | 263 contacts → |
“For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Datos Insightsdatos-insights.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 254 contacts → |
“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 description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | John Burns Research And Consultingjbrec.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 189 contacts → |
“Our team produces independent research and custom consulting advice to help executives make the most informed decisions possible.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | ALM Firstalmfirst.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 175 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | FI Consultingficonsulting.com HQ: Arlington, VA, United StatesReported employees: 51-200 | Arlington, VA, United States | 51-200 | Exact match | 175 contacts → |
“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 description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | BWG Globalbwgglobal.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 174 contacts → |
“BWG Global has set the industry standard as the premier provider of industry intelligence to more than professionals across investment firms and corporations.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Research Nester Analyticsresearchnester.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 172 contacts → |
“Research Nester is a global consulting firm that works with the most aspirational facilitators to define the future market strategies.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Vertical Relevanceverticalrelevance.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 160 contacts → |
“Vertical Relevance is an industry-focused consulting firm with deep expertise in financial services and additional regulated industries.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Optima Partnersoptima-partners.com HQ: NY, United StatesReported employees: 51-200 | NY, United States | 51-200 | Exact match | 157 contacts → |
“Established in 2014, Optima is a leading global regulatory compliance and cybersecurity consulting firm advising financial institutions, including investment managers, hedge…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | F2 Strategyf2strategy.com HQ: West Chester, PA, United StatesReported employees: 51-200 | West Chester, PA, United States | 51-200 | Exact match | 156 contacts → |
“F2 Strategy is a leading consulting and research firm modernizing the wealth and asset management industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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. | |||||
| 17 | Soho Square Solutionssohosquaresolutions.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 152 contacts → |
“Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Cleveland Research Companyclevelandresearch.com HQ: Cleveland, OH, United StatesReported employees: 51-200 | Cleveland, OH, United States | 51-200 | Exact match | 149 contacts → |
“Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cutter Associatescutterassociates.com HQ: Rockland, MA, United StatesReported employees: 51-200 | Rockland, MA, United States | 51-200 | Exact match | 100 contacts → |
“Cutter Associates serves the operational, technology, and client experience needs of the global investment management industry, providing our research members and consulting…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | The RWC Grouptherwcgroup.com HQ: Fort Worth, TX, United StatesReported employees: 51-200 | Fort Worth, TX, United States | 51-200 | Exact match | 91 contacts → |
“The RWC Group is a leading provider of top tier consulting, expert manpower and compliance services to the premier financial institutions, financial technology companies, and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | ROI Rocketroirocket.com HQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 85 contacts → |
“Founded in 2002, ROI Rocket provides full-service research, marketing and sales automation, and digital agency support to consultants, investors, corporate clients, and the…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Elite Consulting Partnerseliteconsultingpartners.com HQ: Moorestown, NJ, United StatesReported employees: 51-200 | Moorestown, NJ, United States | 51-200 | Exact match | 84 contacts → |
“Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Seda Expertssedaexperts.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 81 contacts → |
“SEDA Experts is a financial services consulting firm specializing in disputes and investigations.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 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. | |||||
| 25 | Hudson Cook, LLPhudco.com HQ: Hanover, MD, United StatesReported employees: 51-200 | Hanover, MD, United States | 51-200 | Exact match | 79 contacts → |
“Established in 1997, Hudson Cook, LLP focuses on state and federal consumer and commercial financial services, banking and privacy compliance, regulation, enforcement and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,354 company matches
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Financial services research consultants: 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
1,353 records in the displayed employee bands.
1 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 1,354 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 research consultants by metro
- Financial services research consultants in New York137
- Financial services research consultants in Chicago35
- Financial services research consultants in Dallas32
- Financial services research consultants in Washington31
- Financial services research consultants in Houston26
- Financial services research consultants in Atlanta25
Questions about this company list
What does Exact match mean for financial services research consultants?
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 research consultants did RevenueBase find based in the United States?
The saved snapshot records 1,354 matching company records, 15,037 tracked contacts and 5,000 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 research consultants by geography
- Financial services research consultants based in Sydney, Australia
- Financial services research consultants based in Sao Paulo, Brazil
- Financial services research consultants based in Toronto, Canada
- Financial services research consultants based in Paris, France
- Financial services research consultants based in Frankfurt, Germany
- Financial services research consultants based in Bangalore, India
- Financial services research consultants based in Chennai, India
- Financial services research consultants based in Mumbai, India
- Financial services research consultants based in Pune, India
- Financial services research consultants based in Milan, Italy
- Financial services research consultants based in Mexico City, Mexico
- Financial services research consultants based in Stockholm, Sweden
Cite this list
RevenueBase Data Team. Top 25 financial services research consultants based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-research-consultants/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 research consultants based in Paris, France
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- Financial services research consultants based in Bangalore, India