Company lists · Data refreshed September 2026

Top 20 Fintech advisory platforms based in Chicago, United States

RevenueBase identified 47 fintech advisory platforms headquartered in Chicago, United States as of September 2026 and tracks 475 professional contacts across them, including 177 with verified work emails. Across the United States, New York is the largest hub for this category (286 companies); Chicago has 47.

This list covers fintech advisory platforms headquartered in Chicago, 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 28, 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 28, 2026 86% judged on-target in blind review
47Companies
475Contacts tracked
177Verified emails
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The 20 largest fintech advisory platforms based in Chicago, United States

Ranked by team size
Top 20 of 47 fintech advisory platforms based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fintech advisory platforms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 2026201-500171 contacts →

Indirect evidence

“Amount was acquired by FIS in August 2025.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202651-20050 contacts →

Indirect evidence

“We empower consumers with better online credit solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-5031 contacts →

Indirect evidence

“Founded in 2014, Grandview is a data and technology consulting services company that empowers financial institutions with nimble technology, efficient business processes, and…”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-5025 contacts →

Indirect evidence

“We are passionate about empowering people to improve their financial health.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-5015 contacts →

Indirect evidence

“Deep Systems provides the financial industry with state-of-the-art strategically applied solutions for servicing software, infrastructure and managed IT.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 202651-20015 contacts →

Partial evidence

“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceChicago, United StatesHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“Symphono is a technology consulting firm focused on technology implementation strategy and custom software development in the the capital markets and in the collaboration domain.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-509 contacts →

Indirect evidence

“Tandym (bytandym.com) is a financial technology company transforming the private label credit card industry.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Anasova – Smarter Lead Generation for Financial Services Every lead gen service promises “hot” leads, yet they leave you chasing dead ends.”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-504 contacts →

Strong evidence

“PRET is a banking infrastructure platform designed to enable fintechs, particularly non-U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“FinTech Ranger is a consulting firm specializing in coaching, capital raising and customer acquisition practices for the fintech vertical.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceChicago, United StatesHQ checked Sep 28, 202611-502 contacts →

Partial evidence

“Spence is a FinTech company that provides the most comprehensive suite of safe, compliant, and fully integrated payment capabilities to businesses and consumers.”

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-502 contacts →

Strong evidence

“Advanced Objects is a software development and technology consulting firm that enables Broker/Dealer platforms, RIAs, Asset Managers and Financial Advisors to scale their business…”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceChicago, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Acclinate’s central aim is to provide actionable insights and solutions to investment firms.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Financial technology companies sacrifice service, security, and functionality for lower costs.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceChicago, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Kotiz marketplace connects low-to-mid-income families and small businesses with financial advisors instantly and safely to help them establish sustainable financial planning, save…”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceChicago, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Crypto Merchants and Advisory Services”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Sugai Consulting specializes in technology consulting for startups and enterprise clients.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“At CMBIC Consulting Inc, we offer a diverse range of services spanning business strategy, financial management, and digital presence enhancement.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 20 of 47 fintech advisory platforms based in Chicago, United States

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Fintech advisory platforms based in Chicago, United States at a glance

As of Sep 28, 2026
37.3%Verified-email coverage
10.1Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
14
51-200
2
201-500
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 47 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 fintech advisory platforms, 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 Chicago, United States whose own description of what they do matches “fintech advisory platforms”. 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 fintech advisory platforms), 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 fintech advisory platforms, and records with no verified work email. Companies headquartered outside Chicago 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, 177 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 28, 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.

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 fintech advisory platforms, 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 fintech advisory platforms are there based in Chicago, United States?

RevenueBase identified 47 fintech advisory platforms headquartered in Chicago, 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?

Amount, headquartered in Chicago, tops this list with the largest team on record.

Which city in the United States has the most fintech advisory platforms?

New York leads the United States with 286 headquartered companies, followed by San Francisco (95) and Miami (55). Chicago has 47.

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 177 verified decision-maker contacts tracked across these 47 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 28, 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.