Company lists · Data refreshed September 2026
Top 24 Loan origination consulting firms based in New York, United States
RevenueBase identified 61 loan origination consulting firms headquartered in New York, United States as of September 2026 and tracks 636 professional contacts across them, including 211 with verified work emails. Across the United States, San Diego is the largest hub for this category (91 companies); New York has 61.
This list covers loan origination consulting firms 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 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.
The 24 largest loan origination consulting firms based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 106 contacts → | ||||
Indirect evidence “At Resilience Insurance Analytics, we're continuing a legacy: one built on the firmly held belief that every client, every deal, and every step of your review deserves the…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 52 contacts → | ||||
Partial evidence “Acquired by Marcus & Millichap Capital Corporation (NYSE:MMI) in 4Q2020, Mission Capital Advisors, LLC is a leading loan sale advisory, due diligence and capital markets firm…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 38 contacts → | ||||
Indirect evidence “FirstKey Mortgage, LLC ("FirstKey") is one of the world’s leading private label securitization and asset management firms.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 27 contacts → | ||||
Partial evidence “New Start Capital is a financial services and advisory firm that helps customers with lower to moderate credit scores obtain loans, consolidate debts, and reduce creditor payments…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 27 contacts → | ||||
Strong evidence “Baseline is a comprehensive loan origination and servicing software platform for private lenders.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 26 contacts → | ||||
Indirect evidence “We are experienced Mortgage Professionals providing mortgage and refinance services for homeowners and home buyers.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 21 contacts → | ||||
Indirect evidence “The Lending Practice provides expertise in Commercial Lending Technology, Operations, Analytics and guidance on all providers and key industry players.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 16 contacts → | ||||
Indirect evidence “We are Auriemma.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 contacts → | ||||
Strong evidence “iRecomm is a technology focused CRE loan origination, processing and underwriting platform that that serves borrowers, loan brokers and lenders.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Indirect evidence “Tower Fund Capital is a private lending group that provides funding for the real estate industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Strong evidence “Financial Lynx provides business loan consulting and placement through our platform of over 250 registered lenders to ensure that your business is getting a tailored fit solution…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “LS2 Partners is a specialist consultancy firm focused on advisory and hands on execution with recommendation adoption of lending technologies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Partial evidence “Since 2004, Ovesture has been providing loan services, debt consolidation, and credit advisory to businesses and individuals all throughout the United States.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Indirect evidence “Copper Beech Capital (“CBC”) provides superior services for our clients, as they navigate their financing options in a competitive and rapidly evolving market.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Partial evidence “BCCUSA is a Business Consulting Firm started by business owners to help business owners.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “At Block Financial Resources, we operate for the sole purpose of providing low-cost mortgage financing to all qualified clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Partial evidence “The Liquidity Source is an independent financial advisory and consulting firm that helps businesses secure financing in the commercial space.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Partial evidence “Miller Associates LTD delivers the experience and expertise of a large management consulting firm at much lower costs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “Personal Loans without all the fluff.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “Established in 1992, GuardHill Financial LLC (NMLS #1609 - is a New York City-based mortgage banker and brokerage company originating approximately $1 Billion annually.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Bedrock Capital Associates is a commercial real estate firm focused on lending.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Our Mission at Refined is to enable commercial real estate borrowers to obtain the most competitive and desirable financing on their asset.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “System 2 Thinking solves the Title and Mortgage Industry's toughest challenges by providing unparalleled advisory in Mergers and Acquisitions, Title Insurance Licensing…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “Over the past 25 years, the principals of the Mortgage Consulting Services team have cultivated a vast network of financing options, covering both residential and commercial…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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: loan origination consulting firms. 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 loan origination consulting firms.
- Partial evidence
- Its own public description names part of loan origination consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name loan origination consulting firms. 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 24 of 61 loan origination consulting firms based in New York, United States
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Loan origination consulting firms based in New York, United States at a glance
As of Sep 28, 2026Companies by employee count
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 61 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 loan origination consulting firms, 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 “loan origination consulting firms”. 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 loan origination consulting firms), 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 loan origination consulting firms, 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, 211 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.
Loan origination consulting firms by metro in the United States
- Loan origination consulting firms in San Diego91
- Loan origination consulting firms in Houston75
- Loan origination consulting firms in Irvine69
- Loan origination consulting firms in Miami66
- Loan origination consulting firms in Dallas62
- Loan origination consulting firms in Denver62
- Loan origination consulting firms in Los Angeles58
- Loan origination consulting firms in Atlanta47
- Loan origination consulting firms in Phoenix46
- Loan origination consulting firms in Orlando45
- Loan origination consulting firms in Tampa45
- Loan origination consulting firms in Charlotte42
- Loan origination consulting firms in Austin40
- Loan origination consulting firms in Las Vegas38
- Loan origination consulting firms in Scottsdale37
- Loan origination consulting firms in Troy33
- Loan origination consulting firms in Chicago29
- Loan origination consulting firms in Boca Raton26
- Loan origination consulting firms in Newport Beach26
- Loan origination consulting firms in San Antonio26
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 loan origination consulting firms, 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 loan origination consulting firms are there based in New York, United States?
RevenueBase identified 61 loan origination consulting firms 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?
Resilience Insurance Analytics, headquartered in New York, tops this list with the largest team on record.
Which city in the United States has the most loan origination consulting firms?
San Diego leads the United States with 91 headquartered companies, followed by Houston (75) and Irvine (69). New York has 61.
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 211 verified decision-maker contacts tracked across these 61 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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Loan origination consulting firms by geography
- Loan origination consulting firms based in Brisbane, Australia
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- Loan origination consulting firms based in Austin, United States
- Loan origination consulting firms based in Boca Raton, United States
- Loan origination consulting firms based in Charlotte, United States
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.
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