Company lists · Data refreshed September 2026

Top 16 Financial technology consulting firms based in San Francisco, United States

Name: Financial technology 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 12, 2026 31 companies tracked

RevenueBase identified 31 company matches for financial technology consulting firms associated with San Francisco, United States as of September 2026 and tracks 1,393 professional contacts across them, including 483 with verified work emails and 417 with mobile numbers. Across the United States, New York is the largest hub for this category (175 companies); San Francisco follows with 44.

This list covers company matches for financial technology consulting firms associated with San Francisco, 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 September 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 Sep 12, 2026 How this list was built

31Companies

1,393Contacts tracked

483Verified emails

417Mobile numbers

Explore this list → Free signup · no credit card · 500 free credits

The 16 largest financial technology consulting firms based in San Francisco, United States

Ranked by team size

Top 16 of 31 company matches for financial technology consulting firms based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	BLEND	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	1,001-5,000	700 contacts →
	Exact match “Blend Labs Inc,(NYSE: BLND) is the leading origination platform for digital banking solutions.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
2	Financial Technology Partners FT Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	201-500	335 contacts →
	Exact match “Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
3	Edgar, Dunn & Company	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	11-50	38 contacts →
	Exact match “Edgar, Dunn & Company is a global consultancy specializing in payments and financial services.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
4	Mpay Advisory	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	1-10	5 contacts →
	Exact match “mPay Advisory helps clients leverage emergent technology strategically to solve business problems and address opportunities so that they can better meet customer needs, improve…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
5	Kb&a Accounting	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
6	Carneros BAY	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	1-10	4 contacts →
	Exact match “Carneros Bay is your partner in the creation, development and launch of new financial services technologies and companies.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
7	Next Stage Partners	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	1-10	3 contacts →
	Exact match “Are you worried that Financial Institution competitors may launch new fintech products before you are aware of them?” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
8	Korefusion Capital	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	1-10	3 contacts →
	Exact match “A boutique investment bank exclusively focused on the fintech & payments sectors.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
9	The Basis Point	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	1-10	2 contacts →
	Exact match “The Basis Point® is a sales & strategy consultancy to banks, lenders, and fintechs – and boutique analyst firm covering these sectors.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
10	FH Technology And Consulting	Exact match	San Francisco, United StatesHQ recorded Sep 12, 2026	1-10	2 contacts →
	Exact match “Our mission is to empower builders and startups to create smarter products, optimize payments, and harness AI for growth.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
11	Stratis Advisory	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	1-10	2 contacts →
	Exact match “Stratis Advisory was founded in 2013 by seasoned risk executives, consultants, and serial entrepreneurs who believe in the transformative power of innovation and technology.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
12	Aureus Advantage	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	1-10	2 contacts →
	Exact match “Welcome to Aureus Advantage, where we blend innovation with strategic insight to drive excellence in wealth.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
13	Fintech Alchemy	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	1-10	1 contacts →
	Exact match “Technology, product, marketing, operations, and management consulting for FinTech (and related) startups.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
14	Bowsprit Advisory	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	1-10	1 contacts →
	Exact match “Bowsprit Advisory provides risk management consulting for early-stage, startup, and innovative fintechs and financial institutions.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
15	Bizvisory & Wellness, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	1-10	1 contacts →
	Exact match “BizVisory & Wellness is a boutique consulting and technology services firm, born and raised in the SF Bay Area technology-era.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase
16	ONE Blue OAK	Exact match	San Francisco, CA, United StatesHQ recorded Sep 12, 2026	1-10	1 contacts →
	Exact match “One Blue Oak specializes in expert digital strategy consulting in financial services.” Recorded in the RevenueBase company graph · Sep 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 technology consulting firms”. 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 16 of 31 financial technology consulting firms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 483 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 12, 2026

34.7%Verified-email coverage

29.9%Mobile-number coverage

44.9Average contacts per company

1-10Median size (employees)

Sep 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

1,001-5,000

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 15.0d

4030–30

7531–60

061–90

190–180

4180+

Company record updated

Median 74.0d

00–30

63631–60

54761–90

14390–180

67180+

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 San Francisco, United States whose business descriptions match “financial technology consulting firms” 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 483 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 September 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 technology consulting firms 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 technology consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 31 company matches for financial technology consulting firms associated with San Francisco, United States as of September 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?

BLEND 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 technology consulting firms?

New York leads the United States with 175 company records, followed by San Francisco (44) and Miami (44).

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 483 professional contacts with verified work emails tracked across these 31 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 September 12, 2026.

Ready to reach these companies? Verified emails and direct dials for all 31 financial technology consulting firms based in San Francisco, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial technology consulting firms by geography

Browse the directory

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.