Company lists · Data refreshed September 2026

Top 25 Fintech consultants based in San Francisco, United States

Name: Fintech consultants 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 28, 2026 148 companies tracked

RevenueBase identified 148 fintech consultants headquartered in San Francisco, United States as of September 2026 and tracks 2,523 professional contacts across them, including 1,366 with verified work emails. Across the United States, New York is the largest hub for this category (511 companies); San Francisco follows with 148.

This list covers fintech consultants 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 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

148Companies

2,523Contacts tracked

1,366Verified emails

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The 25 largest fintech consultants based in San Francisco, United States

Ranked by team size

Top 25 of 148 fintech consultants based in San Francisco, 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 consultants: 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	Mercury	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,149 contacts →
	Partial evidence “Mercury is the fintech ambitious companies use for banking* and all their financial workflows.” Source: RevenueBase Database · checked Sep 28, 2026
2	Financial Technology Partners FT Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	335 contacts →
	Partial evidence “Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” Source: RevenueBase Database · checked Sep 28, 2026
3	Kranz Consulting	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	99 contacts →
	Indirect evidence “For 30 years, Kranz Consulting has advised and supported entrepreneurs and founders through the complexities of building high-growth businesses, and over 2,500 companies stand as…” Source: RevenueBase Database · checked Sep 28, 2026
4	Capgen	Indirect evidence	San Francisco, United StatesHQ checked Sep 28, 2026	51-200	50 contacts →
	Indirect evidence “Capgen works with sponsor-backed companies to drive measurable value through finance.” Source: RevenueBase Database · checked Sep 28, 2026
5	Fiat Growth	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	47 contacts →
	Strong evidence “Fiat Growth is a growth consultancy working with some of the largest fintech, insurtech & rewards brands (Chime, Lemonade, Motley Fool, Bestow, Brigit, Copper, etc.).” Source: RevenueBase Database · checked Sep 28, 2026
6	Strategybrix	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	43 contacts →
	Partial evidence “StrategyBRIX is a boutique Risk and Compliance management consulting business for fintechs, crypto businesses, and digital banks.” Source: RevenueBase Database · checked Sep 28, 2026
7	Edgar, Dunn & Company	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	38 contacts →
	Partial evidence “Edgar, Dunn & Company is a global consultancy specializing in payments and financial services.” Source: RevenueBase Database · checked Sep 28, 2026
8	Dakin Ventures Consulting Group	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	28 contacts →
	Indirect evidence “Since 2017, DVCG has helped our small and medium-sized clients by delivering professional, Fractional CFO consulting services that transform and improve the way they do business…” Source: RevenueBase Database · checked Sep 28, 2026
9	Sigfig	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	27 contacts →
	Indirect evidence “SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Source: RevenueBase Database · checked Sep 28, 2026
10	Diagonal Matrix	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “Diagonal Matrix is an AI technology company focused on helping businesses turn AI into practical, measurable outcomes.” Source: RevenueBase Database · checked Sep 28, 2026
11	WYRE	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	18 contacts →
	Indirect evidence “In order to port over the next billion people into a secure and open financial system, you’re going to need a network of applications that connect to the fiat world… Wyre’s APIs…” Source: RevenueBase Database · checked Sep 28, 2026
12	Uprise	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “Uprise is building the future of financial advisory and tax planning for small business owners.” Source: RevenueBase Database · checked Sep 28, 2026
13	Compass Analytics, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	15 contacts →
	Partial evidence “Compass Analytics is an innovator in the FinTech industry and a leading provider of pricing technology to lenders.” Source: RevenueBase Database · checked Sep 28, 2026
14	Wespay Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “Wespay Advisors leverages extensive payments expertise to develop tailored consulting and risk management solutions that help our clients elevate their payments programs.” Source: RevenueBase Database · checked Sep 28, 2026
15	Monety	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Partial evidence “Embodying a startup spirit, Monety empowers VC-backed startups and businesses to launch fintech products faster, fostering innovation and early market impact.” Source: RevenueBase Database · checked Sep 28, 2026
16	Consulting Innovators Consolyx	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence “Consulting Innovators is building CONSOLYX, an AI-enabled Financial Intelligence Platform designed to transform how organizations manage consolidation, reporting, planning, and…” Source: RevenueBase Database · checked Sep 28, 2026
17	Kiro Money	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Kiro Money embeds agentic AI into fintech and banking platforms to deliver contextual, personalized financial intelligence.” Source: RevenueBase Database · checked Sep 28, 2026
18	Restive Ventures	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Restive Ventures is on a mission to help entrepreneurs build the world’s best fintech companies.” Source: RevenueBase Database · checked Sep 28, 2026
19	Beyond The Arc, INC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “Beyond the Arc helps banks, fintechs and technology providers drive growth for new B2B solutions and legacy products with research-driven, customer-focused marketing strategies…” Source: RevenueBase Database · checked Sep 28, 2026
20	Extractable	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “The world’s gone digital.” Source: RevenueBase Database · checked Sep 28, 2026
21	Avid Capital Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Avid Capital Advisors is a leading, worldwide investment bank that provides top-tier strategic and financial guidance to senior management and boards of established and growing…” Source: RevenueBase Database · checked Sep 28, 2026
22	Constructionbevy	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “Every year, construction projects go to bid,$1.5 trillion in USA spend, part of a $14 trillion global market.” Source: RevenueBase Database · checked Sep 28, 2026
23	Rehive	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Partial evidence “Rehive is a ready-to-deploy fintech platform pre-integrated with Bridge offering branded web, iOS, and Android apps with stablecoin wallets, fiat rails, built-in compliance, and…” Source: RevenueBase Database · checked Sep 28, 2026
24	VESTO	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect evidence “Access to financial services is a basic human right.” Source: RevenueBase Database · checked Sep 28, 2026
25	Mpay Advisory	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “mPay Advisory helps clients leverage emergent technology strategically to solve business problems and address opportunities so that they can better meet customer needs, improve…” Source: RevenueBase Database · checked Sep 28, 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: fintech consultants. 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 fintech consultants.
Partial evidence: Its own public description names part of fintech consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech consultants. 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 148 fintech consultants based in San Francisco, United States

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Fintech consultants based in San Francisco, United States at a glance

As of Sep 28, 2026

54.1%Verified-email coverage

17.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

115

11-50

51-200

201-500

1,001-5,000

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 148 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 consultants, 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 “fintech consultants”. 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 consultants), 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 consultants, 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, 1,366 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.

Fintech consultants 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 fintech consultants, 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 consultants are there based in San Francisco, United States?

RevenueBase identified 148 fintech consultants 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?

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

Which city in the United States has the most fintech consultants?

New York leads the United States with 511 headquartered companies, followed by San Francisco (148) and Chicago (132).

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 1,366 verified decision-maker contacts tracked across these 148 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.