Company lists · Data refreshed September 2026

Top 25 Financial strategy consulting firms based in San Francisco, United States

Name: Financial strategy consulting firms based in San Francisco, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 92 companies tracked

RevenueBase identified 92 financial strategy consulting firms headquartered in San Francisco, United States as of September 2026 and tracks 388 professional contacts across them, including 98 with verified work emails. Across the United States, New York is the largest hub for this category (608 companies); San Francisco has 92.

This list covers financial strategy consulting firms headquartered in San Francisco, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review

92Companies

388Contacts tracked

98Verified emails

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The 25 largest financial strategy consulting firms based in San Francisco, United States

Ranked by team size

Top 25 of 92 financial strategy consulting firms based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial strategy consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Comcap	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	51-200	61 contacts →
	Strong evidence “ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Source: RevenueBase Database · checked Sep 30, 2026
2	Enliven Advisory	Partial evidence	San Francisco, United StatesHQ checked Sep 30, 2026	1-10	15 contacts →
	Partial evidence “Our team of strategic advisors provides the real-world expertise companies need to thrive in a competitive and rapidly evolving marketplace.” Source: RevenueBase Database · checked Sep 30, 2026
3	Bivium Capital Partners, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	11-50	13 contacts →
	Partial evidence “At Bivium Capital, we have partnered with investors and managers to help them achieve their strategic objectives since 2002.” Source: RevenueBase Database · checked Sep 30, 2026
4	Builder Advisor Group	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	11-50	13 contacts →
	Indirect evidence “Builder Advisor Group provides mergers & acquisitions, capital raising, and debt restructuring services to the residential real estate industry.” Source: RevenueBase Database · checked Sep 30, 2026
5	Open Advisors, LLC	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	11-50	10 contacts →
	Indirect evidence “We believe planning for your future involves collaboration with plenty of courage, conviction, and flexibility along the way.” Source: RevenueBase Database · checked Sep 30, 2026
6	Tpgi CPA	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	11-50	8 contacts →
	Partial evidence “TPGI CPA is a full-service Finance and Accounting Consulting firm located in California and Washington, DC.” Source: RevenueBase Database · checked Sep 30, 2026
7	Peersix	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Indirect evidence “PeerSix was conceived to help companies create sustainable, long-term value.” Source: RevenueBase Database · checked Sep 30, 2026
8	Camelotta Advisors	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Partial evidence “At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families.” Source: RevenueBase Database · checked Sep 30, 2026
9	Kb&a Accounting	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Partial evidence “We serve as your on-demand financial partner, offering financial and operations expertise across a broad spectrum of disciplines, ranging from advisory services to financial…” Source: RevenueBase Database · checked Sep 30, 2026
10	Hakim Saya Connecting Businesses To Capital	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Strong evidence “Hakim Saya is a boutique Business Finance Consulting and a licensed finance broker under California Financing Law in San Francisco, CA.” Source: RevenueBase Database · checked Sep 30, 2026
11	Capital Clarity	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	11-50	3 contacts →
	Indirect evidence “Capital Clarity merged with Carlsquare in April 2023.” Source: RevenueBase Database · checked Sep 30, 2026
12	Benjamin Maurice LLC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Strong evidence “Benjamin Maurice is a leading boutique strategy consulting firm serving top private equity investors and corporate clients worldwide.” Source: RevenueBase Database · checked Sep 30, 2026
13	Peninsula Wealth, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Partial evidence “Financial planning is more than money management, and our team has the expertise to provide your family with the comprehensive financial planning services that can be customized…” Source: RevenueBase Database · checked Sep 30, 2026
14	Sansa Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	11-50	2 contacts →
	Indirect evidence “We are entrepreneurs with depth and breadth of experience in starting, building and leading companies.” Source: RevenueBase Database · checked Sep 30, 2026
15	The Basis Point	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Partial evidence “The Basis Point® is a sales & strategy consultancy to banks, lenders, and fintechs – and boutique analyst firm covering these sectors.” Source: RevenueBase Database · checked Sep 30, 2026
16	SVD INC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	11-50	2 contacts →
	Strong evidence “We're a team of experts with over ten years of experience setting up financial operations and growth strategies for SMEs and startups.” Source: RevenueBase Database · checked Sep 30, 2026
17	GTK Partners	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	11-50	2 contacts →
	Indirect evidence “GTK Partners is an investment bank located in San Francisco, California, with offices and personnel, in Los Angeles and Geneva.” Source: RevenueBase Database · checked Sep 30, 2026
18	BAY Area CFO Consultants	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Indirect evidence “This is a new page for my business, Bay Area CFO Consultants.” Source: RevenueBase Database · checked Sep 30, 2026
19	Equistone Partners	Strong evidence	San Francisco, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Strong evidence “Equistone Partners™ provides advisory and consulting services, financial management and valuation in the field of investments.” Source: RevenueBase Database · checked Sep 30, 2026
20	Second Oar, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Partial evidence “Second Oar, LLC ("Second Oar") was founded to provide specialized financial assistance to companies ranging from startups to mature organizations.” Source: RevenueBase Database · checked Sep 30, 2026
21	Scanlan Consulting, LLC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Strong evidence “Scanlan Consulting is an outsourced CFO and FP & A consultancy firm that provides businesses with strategic financial planning services, helping them get from where they are, to…” Source: RevenueBase Database · checked Sep 30, 2026
22	Aureus Advantage	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Partial evidence “Welcome to Aureus Advantage, where we blend innovation with strategic insight to drive excellence in wealth.” Source: RevenueBase Database · checked Sep 30, 2026
23	Silverman Financial	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Partial evidence “MISSION: To help you optimize your financial situation.” Source: RevenueBase Database · checked Sep 30, 2026
24	Boba Gump LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Partial evidence “Consulting, Advisory, and Investment Company based in San Francisco.” Source: RevenueBase Database · checked Sep 30, 2026
25	Wisely Financial Strategies	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 30, 2026	1-10	1 contacts →
	Partial evidence “For over ten years, we have been helping successful organizations, families and individuals maximize their financial impact for the people and causes that matter to them the most.” Source: RevenueBase Database · checked Sep 30, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial strategy consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial strategy consulting firms.
Partial evidence: Its own public description names part of financial strategy consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial strategy consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 92 financial strategy consulting firms based in San Francisco, United States

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Financial strategy consulting firms based in San Francisco, United States at a glance

As of Sep 30, 2026

25.3%Verified-email coverage

4.2Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 92 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial strategy consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in San Francisco, United States whose own description of what they do matches “financial strategy consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial strategy consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial strategy consulting firms, and records with no verified work email. Companies headquartered outside San Francisco are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 98 across the full list. 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 September 30, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial strategy consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial strategy consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial strategy consulting firms are there based in San Francisco, United States?

RevenueBase identified 92 financial strategy consulting firms headquartered in San Francisco, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Comcap, headquartered in San Francisco, tops this list with the largest team on record.

Which city in the United States has the most financial strategy consulting firms?

New York leads the United States with 608 headquartered companies, followed by Houston (190) and Atlanta (183). San Francisco has 92.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 98 verified decision-maker contacts tracked across these 92 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 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 Smart Search, 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.