Company lists · Data refreshed October 2026

Top 25 Healthcare financial planning services based in the United States

Name: Healthcare financial planning services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 13, 2026 1,904 companies tracked

RevenueBase identified 1,904 company matches for healthcare financial planning services associated with the United States as of October 2026 and tracks 12,390 professional contacts across them, including 3,892 with verified work emails. Houston is the largest hub.

This list covers company matches for healthcare financial planning services associated with the 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 October 13, 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 Oct 13, 2026 How this list was built

1,904Companies

12,390Contacts tracked

3,892Verified emails

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

The 25 largest healthcare financial planning services based in the United States

Ranked by team size

Top 25 of 1,904 company matches for healthcare financial planning services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 13, 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	VMG Health	Exact match	Dallas, TX, United StatesHQ recorded Oct 13, 2026	201-500	382 contacts →
	Exact match “At VMG Health, we’re more than just a team of experts; we’re trusted partners in the business of healthcare.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
2	CURI	Exact match	Raleigh, NC, United StatesHQ recorded Oct 13, 2026	501-1,000	296 contacts →
	Exact match “Curi is a full-service advisory firm comprised of three distinct business units-Curi Advisory, Curi Capital, and Curi Insurance-one partner, many solutions, proven progress.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
3	Cain Watters & Associates	Exact match	Frisco, TX, United StatesHQ recorded Oct 13, 2026	201-500	278 contacts →
	Exact match “Since 1984, Cain Watters & Associates (CWA) has helped dental professionals realize their financial potential.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
4	MCBEE	Exact match	Wayne, PA, United StatesHQ recorded Oct 13, 2026	201-500	184 contacts →
	Exact match “For Information, please go to: McBee is a recognized leader in providing clinical and financial consulting services to the health care industry.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
5	Marwood Group	Exact match	New York, NY, United StatesHQ recorded Oct 13, 2026	51-200	164 contacts →
	Exact match “The Marwood Group is a healthcare focused strategic advisory and financial services firm headquartered in New York City with offices in Washington, D.C.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
6	Globe Centrix	Exact match	Phoenix, AZ, United StatesHQ recorded Oct 13, 2026	201-500	159 contacts →
	Exact match “Globe Centrix is a global leader in providing managed services to clients all over the world.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
7	Vision Financial Group	Exact match	Buffalo, NY, United StatesHQ recorded Oct 13, 2026	201-500	124 contacts →
	Exact match “Vision Financial Group offers holistic financial planning and insurance solutions for individuals, families, and businesses.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
8	Pinnacle Healthcare Consulting	Exact match	Centennial, CO, United StatesHQ recorded Oct 13, 2026	201-500	114 contacts →
	Exact match “Pinnacle is a nationally recognized healthcare consulting firm with locations across the country.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
9	Bryson	Exact match	Long Beach, CA, United StatesHQ recorded Oct 13, 2026	51-200	78 contacts →
	Exact match “Bryson Financial \| Insurance and Benefits Built Around Your Bottom Line For over 55 years, Bryson Financial has helped businesses protect what they've built and find real savings…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
10	Freed Associates	Exact match	Kensington, CA, United StatesHQ recorded Oct 13, 2026	51-200	73 contacts →
	Exact match “Freed Associates is a California-based consulting firm comprised of a team of experts who work exclusively in healthcare.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
11	CG Financial Services	Exact match	Haslett, MI, United StatesHQ recorded Oct 13, 2026	51-200	71 contacts →
	Exact match “CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
12	Parathon	Exact match	Naperville, IL, United StatesHQ recorded Oct 13, 2026	51-200	61 contacts →
	Exact match “Parathon helps hospitals increase revenue, control costs, maximize financial performance, and deliver ROI in 90 days.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
13	Pathstone Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 13, 2026	11-50	53 contacts →
	Exact match “Pathstone Partners was founded with one core mission: To enable healthcare organizations to provide high quality, accessible, and affordable healthcare to their communities.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
14	MEDHQ	Exact match	Westchester, IL, United StatesHQ recorded Oct 13, 2026	11-50	53 contacts →
	Exact match “MedHQ is the leading provider of consulting and technology enabled expert services for outpatient healthcare.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
15	Medical Management Associates	Exact match	Atlanta, GA, United StatesHQ recorded Oct 13, 2026	11-50	52 contacts →
	Exact match “Medical Management Associates provides planning, management, and design services to thousands of physicians and other health care providers throughout the Southeast and in many…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
16	Strategic Healthcare Partners, LLC	Exact match	Savannah, GA, United StatesHQ recorded Oct 13, 2026	11-50	48 contacts →
	Exact match “Who is SHP?” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
17	Scroggins	Exact match	Cincinnati, OH, United StatesHQ recorded Oct 13, 2026	11-50	48 contacts →
	Exact match “Scroggins provides comprehensive practice management, advisory, and assurance services designed to help independent healthcare providers thrive.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
18	Breslin, Young & Slaughter, LLC	Exact match	Forest Hill, MD, United StatesHQ recorded Oct 13, 2026	11-50	45 contacts →
	Exact match “Breslin, Young & Slaughter, LLC (BY & S) is a healthcare financial consulting firm that provides due diligence and financial consulting services to lenders, investors, and…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
19	Universal Retirement	Exact match	Las Vegas, NV, United StatesHQ recorded Oct 13, 2026	11-50	45 contacts →
	Exact match “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
20	Alli Management Solutions	Exact match	Monroe, LA, United StatesHQ recorded Oct 13, 2026	51-200	43 contacts →
	Exact match “Alli Management Solutions works with physician practices, hospitals, and healthcare organizations (such as imaging centers and ASCs) to develop operational and financial stability.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
21	Sunstone Consulting LLC	Exact match	Harrisburg, PA, United StatesHQ recorded Oct 13, 2026	11-50	41 contacts →
	Exact match “Our firm assists healthcare providers throughout the United States with reimbursement, regulatory and strategic solutions.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
22	Claims MED	Exact match	Sugar Land, TX, United StatesHQ recorded Oct 13, 2026	201-500	41 contacts →
	Exact match “Claims Med was formed in 2008 to provide business services for physicians.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
23	AM PM Services	Exact match	West Seneca, NY, United StatesHQ recorded Oct 13, 2026	11-50	41 contacts →
	Exact match “We help you manage and maintain the health of your medical practice.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
24	KZA	Exact match	Rosemont, IL, United StatesHQ recorded Oct 13, 2026	11-50	38 contacts →
	Exact match “KZA is a consulting and education firm.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
25	Medical AR Management Services, LLC	Exact match	Houston, TX, United StatesHQ recorded Oct 13, 2026	51-200	38 contacts →
	Exact match “MedAR provides medical billing (Accounts Receivable), practice management, and accounting services to hospital-based and office-based physicians.” Recorded in the RevenueBase company graph · Oct 13, 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 “healthcare financial planning services”. 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 1,904 healthcare financial planning services based in the United States

See the full list, filter by size, metro and specialty, and access 3,892 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Healthcare financial planning services based in the United States at a glance

As of Oct 13, 2026

31.4%Verified-email coverage

6.5Average contacts per company

1-10Median size (employees)

2.2%Largest-city concentration · Houston

Oct 13, 2026Page data refreshed

Companies by employee count

1-10

1,393

11-50

388

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,904 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 the United States whose business descriptions match “healthcare financial planning services” 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 3,892 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 October 13, 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.

Healthcare financial planning services by metro

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 “healthcare financial planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many healthcare financial planning services are there based in the United States?

RevenueBase identified 1,904 company matches for healthcare financial planning services associated with the United States as of October 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?

VMG Health tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most healthcare financial planning services?

Houston leads with 41 company records, followed by New York (34) and Atlanta (28).

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 3,892 professional contacts with verified work emails tracked across these 1,904 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 October 13, 2026.

Ready to reach these companies? Verified emails and direct dials for all 1,904 healthcare financial planning services based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Healthcare financial planning services 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 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.