Company lists · Data refreshed September 2026

Top 16 Growth stage finance consulting based in Dallas, United States

RevenueBase identified 58 growth stage finance consulting headquartered in Dallas, United States as of September 2026 and tracks 217 professional contacts across them, including 55 with verified work emails. New York is the largest hub.

This list covers growth stage finance consulting headquartered in Dallas, 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
58Companies
217Contacts tracked
55Verified emails
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The 16 largest growth stage finance consulting based in Dallas, United States

Ranked by team size
Top 16 of 58 growth stage finance consulting based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to growth stage finance consulting: 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
1Partial evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-1028 contacts →

Partial evidence

“At Sigma Financial, we understand entrepreneurs and the challenges they face when building a company.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceDallas, TX, United StatesHQ checked Sep 19, 202611-5022 contacts →

Partial evidence

“At Finalysiz, we’re redefining bookkeeping services by combining AI-driven insights and financial advisory with hands-on expertise to help startups and SMEs scale effectively.”

Source: RevenueBase Database · checked Sep 19, 2026
3Strong evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-1018 contacts →

Strong evidence

“A true partner in the C-Suite, Till CFO offers top-tier financial leadership, day-to-day financial management, and advisory to Founders, CEOs, and Operators of early-stage and…”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-1014 contacts →

Indirect evidence

“Welcome to Infinity Management.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“Isagani Yorke Capital Partners is a Dallas based boutique financial advisory firm bringing Wall Street-caliber expertise to lower middle market companies through bookkeeping…”

Source: RevenueBase Database · checked Sep 19, 2026
6Strong evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-102 contacts →

Strong evidence

“Adjunct Partners, LLC is a boutique advisory firm specializing in aiding emerging and middle-market companies with growth strategies, capital alignment, and financial discipline.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceDallas, TX, United StatesHQ checked Sep 19, 202611-502 contacts →

Partial evidence

“Since 2017 Aviv has been influential in the consulting industry in guiding clients to reach their long term goals of increasing profitability.”

Source: RevenueBase Database · checked Sep 19, 2026
8Strong evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-102 contacts →

Strong evidence

“MST Accounting and Bookkeeping Services, PLLC specializes in accounting, financial consulting and tax for start-ups and newly acquired businesses.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Welcome to MyLyfe Productions.”

Source: RevenueBase Database · checked Sep 19, 2026
10Strong evidenceDallas, United StatesHQ checked Sep 19, 20261-102 contacts →

Strong evidence

“I provide financial consulting services to individuals and families with limited time, interest, or experience in dealing with financial matters.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceDallas, TX, United StatesHQ checked Sep 19, 202651-2001 contacts →

Partial evidence

“Teakwood Advisors, a leading firm, provides clients with data-driven leadership and visibility into their organizations through financial advisory, business performance…”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceDallas, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Global Summit Group is a faith driven, kingdom minded, people focused organization that invests private capital as well as provides accounting, CFO, controller, advisory and other…”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Brian Crutcher Consulting, LLC offers a wide range of management consulting services with the necessary experience and expertise to help improve your business.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
15Strong evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Mocata LLC provides financial advisory and consulting services to public and private companies.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceDallas, TX, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“We were founded to help business owners power their finances through unbeatable service offerings & trainings with a strong focus on managing cash flow, increasing profitability…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 16 of 58 growth stage finance consulting based in Dallas, United States

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Growth stage finance consulting based in Dallas, United States at a glance

As of Sep 19, 2026
25.3%Verified-email coverage
3.7Average contacts per company
1-10Median size (employees)
372.4%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
48
11-50
8
51-200
2

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 58 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 growth stage finance consulting, 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 Dallas, United States whose own description of what they do matches “growth stage finance consulting”. 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 growth stage finance consulting), 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 growth stage finance consulting, and records with no verified work email. Companies headquartered outside Dallas 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, 55 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.

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 growth stage finance consulting, 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 growth stage finance consulting are there based in Dallas, United States?

RevenueBase identified 58 growth stage finance consulting headquartered in Dallas, 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?

Sigma Financial, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most growth stage finance consulting?

New York leads with 216 headquartered companies, followed by Los Angeles (108) and Austin (85).

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 55 verified decision-maker contacts tracked across these 58 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.

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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.