Company lists · Data refreshed October 2026

Top 25 Nonprofit financial services based in the United States

Name: Nonprofit financial 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 18, 2026 2,770 companies tracked

RevenueBase identified 2,770 company matches for nonprofit financial services associated with the United States as of October 2026 and tracks 25,340 professional contacts across them, including 8,511 with verified work emails. New York is the largest hub.

This list covers company matches for nonprofit financial 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 18, 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 18, 2026 How this list was built

2,770Companies

25,340Contacts tracked

8,511Verified emails

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The 25 largest nonprofit financial services based in the United States

Ranked by team size

Top 25 of 2,770 company matches for nonprofit financial services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 18, 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	Self-Help Credit Union	Exact match	Durham, NC, United StatesHQ recorded Oct 18, 2026	n/a	3,192 contacts →
	Exact match “Welcome to Self-Help!” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
2	Your Part-Time Controller, LLC	Exact match	Philadelphia, PA, United StatesHQ recorded Oct 18, 2026	501-1,000	809 contacts →
	Exact match “THE NONPROFIT ACCOUNTING SPECIALISTS.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
3	Money Management International MMI	Exact match	Stafford, TX, United StatesHQ recorded Oct 18, 2026	201-500	565 contacts →
	Exact match “Money Management International (MMI) is changing the way financial challenges are solved.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
4	Greenpath Financial Wellness	Exact match	Farmington Hills, MI, United StatesHQ recorded Oct 18, 2026	201-500	398 contacts →
	Exact match “GreenPath is a national nonprofit that supports people's lifelong financial wellness.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
5	United Wealth Education	Exact match	Farmington Hills, MI, United StatesHQ recorded Oct 18, 2026	51-200	320 contacts →
	Exact match “Financial illiteracy can cause unnecessary stress on finances, and personal decisions, and life in general.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
6	Geller	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	51-200	308 contacts →
	Exact match “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
7	Jitasa	Exact match	United StatesHQ recorded Oct 18, 2026	201-500	278 contacts →
	Exact match “Our name means “The Spirit of Serving Others.” It’s who we are and why we believe there’s no higher value than partnering with nonprofits to make the world a better place.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
8	Aris Solutions	Exact match	White River Junction, United StatesHQ recorded Oct 18, 2026	51-200	270 contacts →
	Exact match “ARIS Solutions, Inc.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
9	Capincrouse	Exact match	Indianapolis, IN, United StatesHQ recorded Oct 18, 2026	51-200	266 contacts →
	Exact match “As a national full-service accounting and advisory firm exclusively serving nonprofit organizations, CapinCrouse provides professional solutions to organizations whose outcomes…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
10	Latino Community Credit Union	Exact match	Durham, NC, United StatesHQ recorded Oct 18, 2026	201-500	230 contacts →
	Exact match “Latino Community Credit Union (LCCU) is a community-based and member-owned nonprofit financial institution that provides protection of financial assets, access to loans, financial…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
11	IFF Cdfi	Exact match	Chicago, IL, United StatesHQ recorded Oct 18, 2026	51-200	227 contacts →
	Exact match “Grounded in equity and deep sector expertise, IFF champions nonprofits to shape more equitable and vibrant communities through community-centered lending, development, and real…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
12	Nonprofit Finance Fund	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	51-200	221 contacts →
	Exact match “Financing for nonprofits https://nff.org/our-work/financing/#Consulting for nonprofits https://nff.org/our-work/consulting/#Partnerships with funders and networks…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
13	Ncheng LLP	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	51-200	206 contacts →
	Exact match “As certified public accountants and expert financial advisors, we empower non-profits to achieve their mission.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
14	County Of Roanoke	Exact match	Roanoke, United StatesHQ recorded Oct 18, 2026	n/a	200 contacts →
	Exact match “Results Financia Coaching” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
15	BREAD	Exact match	New York, United StatesHQ recorded Oct 18, 2026	201-500	194 contacts →
	Exact match “Bread Payments is now Bread Financial.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
16	Arabella Advisors	Exact match	Washington, DC, United StatesHQ recorded Oct 18, 2026	201-500	132 contacts →
	Exact match “Arabella Advisors is a professional services firm that provides administrative, operational, and strategic support to nonprofits, foundations, and individual donors.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
17	Propeller Industries	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	201-500	125 contacts →
	Exact match “We help great entrepreneurs build great companies.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
18	ARIVA	Exact match	Bronx, NY, United StatesHQ recorded Oct 18, 2026	11-50	123 contacts →
	Exact match “Could you live on less than a year?” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
19	Accounting AID Society	Exact match	Detroit, MI, United StatesHQ recorded Oct 18, 2026	11-50	119 contacts →
	Exact match “Accounting Aid Society - Growing an Economy That Works for Everyone Accounting Aid Society (AAS) is a nonprofit organization that offers free tax help and counseling; financial…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
20	Better Debt Solutions	Exact match	Irvine, CA, United StatesHQ recorded Oct 18, 2026	201-500	117 contacts →
	Exact match “Better Debt Solutions, located in Irvine, CA, is dedicated to empowering individuals and families facing financial hardships.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
21	JMT Consulting	Exact match	Mount Juliet, TN, United StatesHQ recorded Oct 18, 2026	51-200	117 contacts →
	Exact match “Our number one priority at JMT is to empower nonprofits to achieve their mission through optimized systems and processes.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
22	Grupo Elektra	Exact match	Fayetteville, NC, United StatesHQ recorded Oct 18, 2026	10001+	114 contacts →
	Exact match “Empresa comercial con servicios financieros” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
23	Charter Impact	Exact match	Northridge, CA, United StatesHQ recorded Oct 18, 2026	51-200	113 contacts →
	Exact match “Charter Impact is a comprehensive back-office solution empowering charter schools and other non-profits with strategic financial management, operational expertise, and data-driven…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
24	Homefree-Usa	Exact match	Riverdale, MD, United StatesHQ recorded Oct 18, 2026	51-200	107 contacts →
	Exact match “Established in 1995, HomeFree-USA is a leading HUD-approved 501(c)(3) not-for-profit homeownership development, foreclosure intervention and financial empowerment organization.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
25	Hektoen Institute, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 18, 2026	201-500	101 contacts →
	Exact match “Founded in 1943, Hektoen Institute offers a full-service, turn-key grant management solution for nonprofit organizations and municipalities.” Recorded in the RevenueBase company graph · Oct 18, 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 “nonprofit financial 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 2,770 nonprofit financial services based in the United States

See the full list, filter by size, metro and specialty, and access 8,511 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Nonprofit financial services based in the United States at a glance

As of Oct 18, 2026

33.6%Verified-email coverage

9.1Average contacts per company

1-10Median size (employees)

3.9%Largest-city concentration · New York

Oct 18, 2026Page data refreshed

Companies by employee count

1-10

2,183

11-50

436

51-200

114

201-500

501-1,000

1,001-5,000

5,001-10,000

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 2,770 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 “nonprofit financial 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 8,511 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 18, 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.

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

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

RevenueBase identified 2,770 company matches for nonprofit financial 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?

Self-Help Credit Union tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most nonprofit financial services?

New York leads with 107 company records, followed by Atlanta (75) and Chicago (71).

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 8,511 professional contacts with verified work emails tracked across these 2,770 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 18, 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 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.