Company lists · Data refreshed September 2026
Top 25 Retail banking consulting firms based in New York, United States
RevenueBase identified 112 retail banking consulting firms headquartered in New York, United States as of September 2026 and tracks 2,357 professional contacts across them, including 1,038 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers retail banking 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 29, 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 25 largest retail banking consulting firms based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 883 contacts → | ||||
Indirect evidence “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 258 contacts → | ||||
Indirect evidence “We are OMNI.PRO, experts in driving omnichannel transformation and digital growth for organizations.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 171 contacts → | ||||
Indirect evidence “For over 33 years, Sharp Decisions Inc.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 83 contacts → | ||||
Partial evidence “Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 78 contacts → | ||||
Indirect evidence “GLC Advisors & Co.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 52 contacts → | ||||
Indirect evidence “We drive brand experiences.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 40 contacts → | ||||
Partial evidence “Founded in 1995, Enterprise Engineering, Inc.(EEI) is an industry-leading IT consulting services firm serving the world’s largest Financial Institutions, Wealth Managers & Health…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 35 contacts → | ||||
Strong evidence “Telsey Advisory Group (TAG) is a leading equity research, sales and trading, investment banking, and consulting firm focused on the retail and consumer sector founded by Dana…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 35 contacts → | ||||
Partial evidence “Astor Group is an independent investment bank and strategic consulting firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 27 contacts → | ||||
Indirect evidence “We help ambitious companies identify, create and launch critical digital initiatives.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 22 contacts → | ||||
Indirect evidence “Founded in 2001, Sawaya Partners is a leader in consumer Mergers, Acquisitions and Financial Advisory Services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 21 contacts → | ||||
Partial evidence “AEC Advisors provides differentiated investment banking and corporate finance advisory services through strategic insight, unique data, responsiveness, and care to help…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 17 contacts → | ||||
Strong evidence “Our roots and core strengths are in retail consulting, every aspect of retailing.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 17 contacts → | ||||
Indirect evidence “Our mission is to transform how financial services companies grow their market share.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 16 contacts → | ||||
Indirect evidence “We are Auriemma.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 15 contacts → | ||||
Indirect evidence “We provide customized independent advice to companies, institutional investors and regulatory bodies shaping the global financial markets.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 14 contacts → | ||||
Partial evidence “C&A Consulting LLC is a boutique firm specializing in strategic and tactical business, technology, and operational solutioning and program execution for financial services…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 14 contacts → | ||||
Partial evidence “Mosaic is a new kind of consulting firm that offers a compelling alternative to the traditional consulting model.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 13 contacts → | ||||
Indirect evidence “The Stemmler Group delivers far more than strategy – we’re all about outcomes and measurable results.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 12 contacts → | ||||
Partial evidence “MMG Partners is a premier management consulting firm focusing on the global financial services industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 8 contacts → | ||||
Partial evidence “GH Partners is a leading boutique investment banking advisory firm delivering independent, high-quality strategic and financial advice to domestic and international clients.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 8 contacts → | ||||
Strong evidence “KMG Advisors is a trusted financial consulting firm that provides investment banking and advisory services to owners and investors of small to middle market businesses.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 8 contacts → | ||||
Partial evidence “Consultative Investment Banking Firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 8 contacts → | ||||
Partial evidence “J&J Solutions is a New York boutique consulting firm aiming to serve small and medium-sized enterprises.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 8 contacts → | ||||
Indirect evidence “Since 2003, Intellectual Capital Services, Inc.” Source: RevenueBase Database · checked Sep 29, 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: retail banking 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 retail banking consulting firms.
- Partial evidence
- Its own public description names part of retail banking consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name retail banking 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 25 of 112 retail banking consulting firms based in New York, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,038 reachable decision-makers.
Free signup · no credit card
Retail banking consulting firms based in New York, United States at a glance
As of Sep 29, 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 112 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 retail banking 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 “retail banking 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 retail banking 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 retail banking 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, 1,038 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 29, 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.
Retail banking consulting firms 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 retail banking 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 retail banking consulting firms are there based in New York, United States?
RevenueBase identified 112 retail banking 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?
Perella Weinberg, headquartered in New York, tops this list with the largest team on record.
Which city in the United States has the most retail banking consulting firms?
New York leads the United States with 112 headquartered companies, followed by Chicago (37) and Atlanta (30).
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 1,038 verified decision-maker contacts tracked across these 112 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 112 retail banking consulting firms based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
Retail banking consulting firms by geography
- Retail banking consulting firms based in Melbourne, Australia
- Retail banking consulting firms based in Sydney, Australia
- Retail banking consulting firms based in Sao Paulo, Brazil
- Retail banking consulting firms based in Toronto, Canada
- Retail banking consulting firms based in Paris, France
- Retail banking consulting firms based in Berlin, Germany
- Retail banking consulting firms based in Hamburg, Germany
- Retail banking consulting firms based in Mumbai, India
- Retail banking consulting firms based in Milano, Italy
- Retail banking consulting firms based in Singapore, Singapore
- Retail banking consulting firms based in Madrid, Spain
- Retail banking consulting firms based in Stockholm, Sweden
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Retail banking consulting firms based in Melbourne, Australia
- Retail banking consulting firms based in Sydney, Australia
- Retail banking consulting firms based in Sao Paulo, Brazil
- Retail banking consulting firms based in Toronto, Canada
- Retail banking consulting firms based in Paris, France
- Retail banking consulting firms based in Berlin, Germany