Company lists · Data refreshed October 2026
Top 25 Financial services research consultants based in New York, United States
RevenueBase identified 137 company matches for financial services research consultants associated with New York, United States as of October 2026 and tracks 4,304 professional contacts across them, including 1,406 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for financial services research consultants associated with New York, 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 New York, 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 | 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 | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 54 contacts → | ||||
Exact match “JMI.Ai is a leading provider of on-demand financial research and business analytics services to global corporate and financial institutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 51 contacts → | ||||
Exact match “Part of Rainbow Partners Group, Quanteam is an independent Financial Markets consulting company based in France, the UK, the USA, Canada, Switzerland, Belgium, Portugal, Morocco…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 49 contacts → | ||||
Exact match “22V Research was founded in 2021 and is supported by a nationwide sales and marketing team powered by Analyst Hub and 22V.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 36 contacts → | ||||
Exact match “Rhodium Analytics provides high quality, cost-effective financial analysis, research and FP & A support for corporate finance managers, investment banks, private equity firms…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 34 contacts → | ||||
Exact match “Our mission is to deliver unparalleled industry expertise and analytical precision to regulatory consulting.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 19 contacts → | ||||
Exact match “Empirical Research Partners LLC, a broker-dealer, was founded in 2002 with the aim of providing high quality research on a wide range of topics of interest to institutional…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 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 | |||||
| 16 | 17 contacts → | ||||
Exact match “We are Auriemma.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 17 contacts → | ||||
Exact match “We provide customized independent advice to companies, institutional investors and regulatory bodies shaping the global financial markets.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 14 contacts → | ||||
Exact match “Mosaic is a new kind of consulting firm that offers a compelling alternative to the traditional consulting model.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 13 contacts → | ||||
Exact match “TABB Group is a financial markets research and strategic advisory firm focused on capital markets.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 13 contacts → | ||||
Exact match “Over the years, Market research has been an important component of strategic decision making processes.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 13 contacts → | ||||
Exact match “The Paladin Solutions Group is a Professional Services firm that provides highly Specialized Services to the Financial Services industry and Business Community 1) Core Advisory…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 12 contacts → | ||||
Exact match “We are a group of enterprising consultants and industry experts who specialize in advising organizations in the telecommunications and financial services industries.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 12 contacts → | ||||
Exact match “C&A Consulting LLC is a boutique firm specializing in strategic and tactical business, technology, and operational solutioning and program execution for financial services…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 12 contacts → | ||||
Exact match “MMG Partners is a premier management consulting firm focusing on the global financial services industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 11 contacts → | ||||
Exact match “Our clients are financial service innovators, including fintech companies, registered investment advisers (RIAs), broker-dealers, commodity, digital asset and private fund…” 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 137 financial services research consultants based in New York, United States
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Financial services research consultants based in New York, United States at a glance
As of Oct 12, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 137 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 New York, 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 1,406 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 in the United States
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 New York, United States?
RevenueBase identified 137 company matches for financial services research consultants associated with New York, 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 in the United States has the most financial services research consultants?
New York leads the United States 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 1,406 professional contacts with verified work emails tracked across these 137 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 137 financial services research consultants based in New York, 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 New York, 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 137 matching company records for financial services research consultants based in New York, United States, with 4,304 tracked contacts and 1,406 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 New York, 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 |  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. | |||||
| 3 |  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. | |||||
| 4 |  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. | |||||
| 5 |  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. | |||||
| 6 |  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. | |||||
| 7 |  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. | |||||
| 8 |  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. | |||||
| 9 |  jmi.aijmi.aiHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 54 contacts → |
“JMI.Ai is a leading provider of on-demand financial research and business analytics services to global corporate and financial institutions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Quanteamquanteam.usHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 51 contacts → |
“Part of Rainbow Partners Group, Quanteam is an independent Financial Markets consulting company based in France, the UK, the USA, Canada, Switzerland, Belgium, Portugal, Morocco…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  22v Research22vresearch.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 49 contacts → |
“22V Research was founded in 2021 and is supported by a nationwide sales and marketing team powered by Analyst Hub and 22V.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Rhodium Analytics INCrhodiumanalytics.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 36 contacts → |
“Rhodium Analytics provides high quality, cost-effective financial analysis, research and FP & A support for corporate finance managers, investment banks, private equity firms…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Iron Road Partnersironroadpartners.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 34 contacts → |
“Our mission is to deliver unparalleled industry expertise and analytical precision to regulatory consulting.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Empirical Research Partners, LLCempirical-research.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 19 contacts → |
“Empirical Research Partners LLC, a broker-dealer, was founded in 2002 with the aim of providing high quality research on a wide range of topics of interest to institutional…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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. | |||||
| 16 |  Auriemma Groupauriemma.groupHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 17 contacts → |
“We are Auriemma.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sheumack GMAsheumackco.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 17 contacts → |
“We provide customized independent advice to companies, institutional investors and regulatory bodies shaping the global financial markets.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Mosaic Financial Marketsmosaic.fmHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 14 contacts → |
“Mosaic is a new kind of consulting firm that offers a compelling alternative to the traditional consulting model.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Tabb Grouptabbgroup.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 13 contacts → |
“TABB Group is a financial markets research and strategic advisory firm focused on capital markets.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  KBV Researchkbvresearch.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 13 contacts → |
“Over the years, Market research has been an important component of strategic decision making processes.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Paladin Solutions Grouppaladinsgi.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 13 contacts → |
“The Paladin Solutions Group is a Professional Services firm that provides highly Specialized Services to the Financial Services industry and Business Community 1) Core Advisory…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Stonewater Partnersstonewaterpartners.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“We are a group of enterprising consultants and industry experts who specialize in advising organizations in the telecommunications and financial services industries.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  C&a Consulting LLCcaconsultingllc.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“C&A Consulting LLC is a boutique firm specializing in strategic and tactical business, technology, and operational solutioning and program execution for financial services…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  MMG Partnersmmgpartners.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“MMG Partners is a premier management consulting firm focusing on the global financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Aspect Advisorsaspectadv.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“Our clients are financial service innovators, including fintech companies, registered investment advisers (RIAs), broker-dealers, commodity, digital asset and private fund…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 137 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
137 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 across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 137 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 in the United States
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 New York, United States?
The saved snapshot records 137 matching company records, 4,304 tracked contacts and 1,406 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 New York, United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-research-consultants/united-states/new-york.
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 New York, United States
RevenueBase records 137 matching company records for financial services research consultants based in New York, United States, with 4,304 tracked contacts and 1,406 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 New York, 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 | 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. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | jmi.aijmi.ai HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 54 contacts → |
“JMI.Ai is a leading provider of on-demand financial research and business analytics services to global corporate and financial institutions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Quanteamquanteam.us HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 51 contacts → |
“Part of Rainbow Partners Group, Quanteam is an independent Financial Markets consulting company based in France, the UK, the USA, Canada, Switzerland, Belgium, Portugal, Morocco…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 22v Research22vresearch.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 49 contacts → |
“22V Research was founded in 2021 and is supported by a nationwide sales and marketing team powered by Analyst Hub and 22V.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Rhodium Analytics INCrhodiumanalytics.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 36 contacts → |
“Rhodium Analytics provides high quality, cost-effective financial analysis, research and FP & A support for corporate finance managers, investment banks, private equity firms…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Iron Road Partnersironroadpartners.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 34 contacts → |
“Our mission is to deliver unparalleled industry expertise and analytical precision to regulatory consulting.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Empirical Research Partners, LLCempirical-research.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 19 contacts → |
“Empirical Research Partners LLC, a broker-dealer, was founded in 2002 with the aim of providing high quality research on a wide range of topics of interest to institutional…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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. | |||||
| 16 | Auriemma Groupauriemma.group HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 17 contacts → |
“We are Auriemma.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sheumack GMAsheumackco.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 17 contacts → |
“We provide customized independent advice to companies, institutional investors and regulatory bodies shaping the global financial markets.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Mosaic Financial Marketsmosaic.fm HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 14 contacts → |
“Mosaic is a new kind of consulting firm that offers a compelling alternative to the traditional consulting model.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Tabb Grouptabbgroup.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 13 contacts → |
“TABB Group is a financial markets research and strategic advisory firm focused on capital markets.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | KBV Researchkbvresearch.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 13 contacts → |
“Over the years, Market research has been an important component of strategic decision making processes.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Paladin Solutions Grouppaladinsgi.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 13 contacts → |
“The Paladin Solutions Group is a Professional Services firm that provides highly Specialized Services to the Financial Services industry and Business Community 1) Core Advisory…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Stonewater Partnersstonewaterpartners.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“We are a group of enterprising consultants and industry experts who specialize in advising organizations in the telecommunications and financial services industries.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | C&a Consulting LLCcaconsultingllc.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“C&A Consulting LLC is a boutique firm specializing in strategic and tactical business, technology, and operational solutioning and program execution for financial services…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | MMG Partnersmmgpartners.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“MMG Partners is a premier management consulting firm focusing on the global financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Aspect Advisorsaspectadv.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“Our clients are financial service innovators, including fintech companies, registered investment advisers (RIAs), broker-dealers, commodity, digital asset and private fund…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 137 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
137 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 across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 137 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 in the United States
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 New York, United States?
The saved snapshot records 137 matching company records, 4,304 tracked contacts and 1,406 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.
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Cite this list
RevenueBase Data Team. Top 25 financial services research consultants based in New York, United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-research-consultants/united-states/new-york.
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 Sydney, Australia
- Financial services research consultants based in Sao Paulo, Brazil
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