Company lists · Data refreshed September 2026

Top 25 Financial transformation advisors based in New York, United States

Name: Financial transformation advisors based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 242 companies tracked

RevenueBase identified 242 company matches for financial transformation advisors associated with New York, United States as of September 2026 and tracks 2,154 professional contacts across them, including 765 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for financial transformation advisors 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 September 20, 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 20, 2026 How this list was built

242Companies

2,154Contacts tracked

765Verified emails

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The 25 largest financial transformation advisors based in New York, United States

Ranked by team size

Top 25 of 242 company matches for financial transformation advisors based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Lumenalta	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	501-1,000	530 contacts →
	Exact match “Lumenalta partners with companies and organizations to accelerate business performance through technology.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Cedar Management Consulting International	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	155 contacts →
	Exact match “Cedar is a global strategy consulting, research, & analytics firm with a 35-year track record & clients across multiple industry sectors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Applied Value Group	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	124 contacts →
	Exact match “Founded in 1997 by Executive Chairman Bruce Grant and the late Jan Stenbeck, Applied Value Group is a leading global management consulting firm with decades of experience growing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Tefen Management Consulting	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	122 contacts →
	Exact match “Tefen is an international management consulting firm, committed to driving organizations towards achieving performance excellence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Reference Point	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	83 contacts →
	Exact match “Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Curiousrubik	Exact match	New York, United StatesHQ recorded Sep 20, 2026	51-200	49 contacts →
	Exact match “Curious Rubik is a multidisciplinary team of consultants and solution design experts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Hertz Herson CPA LLP	Exact match	New York, United StatesHQ recorded Sep 20, 2026	11-50	38 contacts →
	Exact match “Hertz Herson believes in the value of building long-term, trusted relationships.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	SPOKE	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	33 contacts →
	Exact match “We provide companies the ability to scale through optimizing working capital by identifying processes that can be completed in a more cost-efficient market onshore, nearshore, or…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Fischerjordan	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	28 contacts →
	Exact match “Exchange complexity for clarity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Gotham Consulting Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	24 contacts →
	Exact match “Gotham Consulting Partners specializes in rapidly creating significant value for private equity firms and their portfolio companies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	EHS Partners, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	24 contacts →
	Exact match “EHS Partners is an independently owned advisory firm with a single focus: leading companies through structured operational performance improvement programs that generate…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Mighty Digits Accounting	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	23 contacts →
	Exact match “We help great businesses get their Finance & Accounting in order.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Quantum FBI	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “Quantum FBI is a strategic finance and business intelligence advisory firm that orchestrates finance, technology, and talent to achieve financial clarity, amplify performance…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Traxion Group, INC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “Traxion Group is a management consulting firm that specializes in: 1) Business Intelligence 2) Cost Management 3) Process Improvement 4) Project Management From Fortune 100…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Quantilus Innovation INC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	17 contacts →
	Exact match “Quantilus offers strategy, systems integration, and implementation consulting services, designed to help you achieve maximum business value.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Paladin Solutions Group	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	16 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 · Sep 20, 2026 · View company records in RevenueBase
17	Galt & Company	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	16 contacts →
	Exact match “Galt & Company is a management consulting firm that works with senior management of Fortune 200 companies to deliver significant shareholder value growth over time: we make our…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Micro Force - Velosio	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	15 contacts →
	Exact match “Micro Force - Velosio is a NYC and Long Island based strategic business consulting partner that provides supportive services to companies which will enable them to leverage…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	C&a Consulting LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	14 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 · Sep 20, 2026 · View company records in RevenueBase
20	Mosaic Financial Markets	Exact match	New York, United StatesHQ recorded Sep 20, 2026	11-50	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 · Sep 20, 2026 · View company records in RevenueBase
21	The Stemmler Group, LLC	Exact match	New York, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “The Stemmler Group delivers far more than strategy – we’re all about outcomes and measurable results.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	HP Marin Group	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “HP Marin Group is a best in class Consultancy providing services and innovative solutions focused on Finance Modernization, Modernization & Digital Transformation of Legacy…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Pale Blue DOT	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Pale Blue Dot provides strategic operations and finance advisory services so you can focus on doing what you do best: Growing your business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Shrategy	Exact match	New York, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Shrategy is an operational efficiency and transformation firm dedicated to helping organizations streamline operations, strengthen workplace culture, and unlock sustainable growth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	ZCGC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	9 contacts →
	Exact match “ZCGC is the strategic management consulting platform of ZCG, is a team of operating professionals within various disciplines of expertise including: financial reporting &…” Recorded in the RevenueBase company graph · Sep 20, 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 transformation advisors”. 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 242 financial transformation advisors based in New York, United States

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Financial transformation advisors based in New York, United States at a glance

As of Sep 20, 2026

35.5%Verified-email coverage

8.9Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

145

11-50

51-200

201-500

501-1,000

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 242 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 transformation advisors” 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 765 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 20, 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 transformation advisors 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 transformation advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial transformation advisors are there based in New York, United States?

RevenueBase identified 242 company matches for financial transformation advisors associated with New York, 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?

Lumenalta 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 transformation advisors?

New York leads the United States with 242 company records, followed by Houston (169) and Chicago (145).

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 765 professional contacts with verified work emails tracked across these 242 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 20, 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.