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 19, 2026 242 companies tracked

RevenueBase identified 242 financial transformation advisors headquartered in New York, United States as of September 2026 and tracks 2,154 professional contacts across them, including 765 with verified work emails. New York is the largest hub.

This list covers financial transformation advisors headquartered in New York, 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 19, 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 19, 2026 86% judged on-target in blind review

242Companies

2,154Contacts tracked

765Verified emails

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

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

Ranked by team size

Top 25 of 242 financial transformation advisors based in New York, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial transformation advisors: 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	Lumenalta	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	501-1,000	530 contacts →
	Indirect evidence “Lumenalta partners with companies and organizations to accelerate business performance through technology.” Source: RevenueBase Database · checked Sep 19, 2026
2	Cedar Management Consulting International	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	155 contacts →
	Indirect evidence “Cedar is a global strategy consulting, research, & analytics firm with a 35-year track record & clients across multiple industry sectors.” Source: RevenueBase Database · checked Sep 19, 2026
3	Applied Value Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	124 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
4	Tefen Management Consulting	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	122 contacts →
	Indirect evidence “Tefen is an international management consulting firm, committed to driving organizations towards achieving performance excellence.” Source: RevenueBase Database · checked Sep 19, 2026
5	Reference Point	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	83 contacts →
	Partial evidence “Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 19, 2026
6	Curiousrubik	Indirect evidence	New York, United StatesHQ checked Sep 19, 2026	51-200	49 contacts →
	Indirect evidence “Curious Rubik is a multidisciplinary team of consultants and solution design experts.” Source: RevenueBase Database · checked Sep 19, 2026
7	Hertz Herson CPA LLP	Indirect evidence	New York, United StatesHQ checked Sep 19, 2026	11-50	38 contacts →
	Indirect evidence “Hertz Herson believes in the value of building long-term, trusted relationships.” Source: RevenueBase Database · checked Sep 19, 2026
8	SPOKE	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	33 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
9	Fischerjordan	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	28 contacts →
	Indirect evidence “Exchange complexity for clarity.” Source: RevenueBase Database · checked Sep 19, 2026
10	Gotham Consulting Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	24 contacts →
	Indirect evidence “Gotham Consulting Partners specializes in rapidly creating significant value for private equity firms and their portfolio companies.” Source: RevenueBase Database · checked Sep 19, 2026
11	EHS Partners, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	24 contacts →
	Partial evidence “EHS Partners is an independently owned advisory firm with a single focus: leading companies through structured operational performance improvement programs that generate…” Source: RevenueBase Database · checked Sep 19, 2026
12	Mighty Digits Accounting	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	23 contacts →
	Indirect evidence “We help great businesses get their Finance & Accounting in order.” Source: RevenueBase Database · checked Sep 19, 2026
13	Quantum FBI	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	20 contacts →
	Strong evidence “Quantum FBI is a strategic finance and business intelligence advisory firm that orchestrates finance, technology, and talent to achieve financial clarity, amplify performance…” Source: RevenueBase Database · checked Sep 19, 2026
14	Traxion Group, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
15	Quantilus Innovation INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	17 contacts →
	Indirect evidence “Quantilus offers strategy, systems integration, and implementation consulting services, designed to help you achieve maximum business value.” Source: RevenueBase Database · checked Sep 19, 2026
16	Paladin Solutions Group	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	16 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
17	Galt & Company	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	16 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
18	Micro Force - Velosio	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	15 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
19	C&a Consulting LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “C&A Consulting LLC is a boutique firm specializing in strategic and tactical business, technology, and operational solutioning and program execution for financial services…” Source: RevenueBase Database · checked Sep 19, 2026
20	Mosaic Financial Markets	Indirect evidence	New York, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Mosaic is a new kind of consulting firm that offers a compelling alternative to the traditional consulting model.” Source: RevenueBase Database · checked Sep 19, 2026
21	The Stemmler Group, LLC	Indirect evidence	New York, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “The Stemmler Group delivers far more than strategy – we’re all about outcomes and measurable results.” Source: RevenueBase Database · checked Sep 19, 2026
22	HP Marin Group	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “HP Marin Group is a best in class Consultancy providing services and innovative solutions focused on Finance Modernization, Modernization & Digital Transformation of Legacy…” Source: RevenueBase Database · checked Sep 19, 2026
23	Pale Blue DOT	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “Pale Blue Dot provides strategic operations and finance advisory services so you can focus on doing what you do best: Growing your business.” Source: RevenueBase Database · checked Sep 19, 2026
24	Shrategy	Partial evidence	New York, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “Shrategy is an operational efficiency and transformation firm dedicated to helping organizations streamline operations, strengthen workplace culture, and unlock sustainable growth.” Source: RevenueBase Database · checked Sep 19, 2026
25	ZCGC	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	9 contacts →
	Partial evidence “ZCGC is the strategic management consulting platform of ZCG, is a team of operating professionals within various disciplines of expertise including: financial reporting &…” Source: RevenueBase Database · checked Sep 19, 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 transformation advisors. 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 transformation advisors.
Partial evidence: Its own public description names part of financial transformation advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial transformation advisors. 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 242 financial transformation advisors based in New York, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 765 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 19, 2026

35.5%Verified-email coverage

8.9Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · New York

Sep 19, 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial transformation advisors, 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 New York, United States whose own description of what they do matches “financial transformation advisors”. 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 transformation advisors), 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 transformation advisors, and records with no verified work email. Companies headquartered outside New York 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, 765 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 19, 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 transformation advisors 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 transformation advisors, 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 transformation advisors are there based in New York, United States?

RevenueBase identified 242 financial transformation advisors headquartered in New York, 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?

Lumenalta, headquartered in New York, tops this list with the largest team on record.

Which city has the most financial transformation advisors?

New York leads with 242 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 765 verified decision-maker contacts tracked across these 242 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 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 242 financial transformation advisors based in New York, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial transformation advisors 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 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.