Company lists · Data refreshed October 2026

Top 14 Financial services support companies based in Chicago, United States

RevenueBase identified 36 company matches for financial services support companies associated with Chicago, United States as of October 2026 and tracks 3,994 professional contacts across them, including 1,961 with verified work emails. Across the United States, New York is the largest hub for this category (192 companies); Chicago has 36.

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

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

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built
36Companies
3,994Contacts tracked
1,961Verified emails
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The 14 largest financial services support companies based in Chicago, United States

Ranked by team size
Top 14 of 36 company matches for financial services support companies based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261,001-5,0002,448 contacts →

Exact match

“William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2Exact matchChicago, IL, United StatesHQ recorded Oct 12, 2026501-1,000817 contacts →

Exact match

“Mesirow is an independent, employee-owned financial services firm founded in 1937.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3Exact matchChicago, United StatesHQ recorded Oct 12, 2026201-500287 contacts →

Exact match

“Loop Capital is a full-service investment bank, brokerage and advisory firm that provides creative capital solutions for corporate, governmental, and institutional entities across…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5056 contacts →

Exact match

“Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5041 contacts →

Exact match

“XMS Capital Partners, LLC (“XMS”) was launched in August, 2006 with the goal of creating a different kind of investment banking boutique, a place where relationships are paramount…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5018 contacts →

Exact match

“Taos Global Group is a professional comprehensive financial services firm, which comprises of Taos Insurance Agency, TZG Accounting LLC and Taos Investment Advisors LLC.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5016 contacts →

Exact match

“Auctus Capital Partners is a leading financial services and investment banking firm focused exclusively on creating value for the lower middle market.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261-1013 contacts →

Exact match

“HMA is founded on the principles of sound advice and excellent service.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261-1010 contacts →

Exact match

“Elmcore Securities is a member FINRA/SIPC investment bank headquartered in Chicago, IL.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261-103 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-501 contacts →

Exact match

“Guggenheim provides asset management, investment banking and capital markets services, insurance services, institutional finance and investment advisory solutions.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261-101 contacts →

Exact match

“Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13Exact matchChicago, United StatesHQ recorded Oct 12, 20261-101 contacts →

Exact match

“Global Investment Banking and Strategic Advice for the Financial and Business Service Industries and its Technology Companies.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261-101 contacts →

Exact match

“21st Century E-Business Solutions Software Guru provides consulting services to the Financial Services community as well as all Small to Mid-Sized Businesses.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

Showing 14 of 36 financial services support companies based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 1,961 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services support companies based in Chicago, United States at a glance

As of Oct 12, 2026
49.1%Verified-email coverage
110.9Average contacts per company
1-10Median size (employees)
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
12
51-200
2
201-500
1
501-1,000
2
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 36 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 Chicago, United States whose business descriptions match “financial services support companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 1,961 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.

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

How many financial services support companies are there based in Chicago, United States?

RevenueBase identified 36 company matches for financial services support companies associated with Chicago, 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?

William Blair 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 support companies?

New York leads the United States with 192 company records, followed by Atlanta (39) and Los Angeles (39). Chicago has 36.

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 1,961 professional contacts with verified work emails tracked across these 36 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 12, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.