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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
112Companies
2,357Contacts tracked
1,038Verified emails
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The 25 largest retail banking consulting firms based in New York, United States

Ranked by team size
Top 25 of 112 retail banking consulting firms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to retail banking consulting firms: 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
1Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 2026501-1,000883 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, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 2026201-500258 contacts →

Indirect evidence

“We are OMNI.PRO, experts in driving omnichannel transformation and digital growth for organizations.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 2026201-500171 contacts →

Indirect evidence

“For over 33 years, Sharp Decisions Inc.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 202651-20083 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, 2026
5Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 202651-20078 contacts →

Indirect evidence

“GLC Advisors & Co.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-5052 contacts →

Indirect evidence

“We drive brand experiences.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 202651-20040 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, 2026
8Strong evidenceNew York, NY, United StatesHQ checked Sep 29, 202651-20035 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, 2026
9Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-5035 contacts →

Partial evidence

“Astor Group is an independent investment bank and strategic consulting firm.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 202651-20027 contacts →

Indirect evidence

“We help ambitious companies identify, create and launch critical digital initiatives.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-5022 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, 2026
12Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-5021 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, 2026
13Strong evidenceNew York, NY, United StatesHQ checked Sep 29, 20261-1017 contacts →

Strong evidence

“Our roots and core strengths are in retail consulting, every aspect of retailing.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 2026n/a17 contacts →

Indirect evidence

“Our mission is to transform how financial services companies grow their market share.”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-5016 contacts →

Indirect evidence

“We are Auriemma.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 2026501-1,00015 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, 2026
17Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-5014 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, 2026
18Partial evidenceNew York, United StatesHQ checked Sep 29, 202611-5014 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, 2026
19Indirect evidenceNew York, United StatesHQ checked Sep 29, 202611-5013 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, 2026
20Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-5012 contacts →

Partial evidence

“MMG Partners is a premier management consulting firm focusing on the global financial services industry.”

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 20261-108 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, 2026
22Strong evidenceNew York, NY, United StatesHQ checked Sep 29, 20261-108 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, 2026
23Partial evidenceNew York, United StatesHQ checked Sep 29, 20261-108 contacts →

Partial evidence

“Consultative Investment Banking Firm.”

Source: RevenueBase Database · checked Sep 29, 2026
24Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-508 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, 2026
25Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-508 contacts →

Indirect evidence

“Since 2003, Intellectual Capital Services, Inc.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 112 retail banking consulting firms based in New York, United States

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Retail banking consulting firms based in New York, United States at a glance

As of Sep 29, 2026
44.0%Verified-email coverage
21.0Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
61
11-50
32
51-200
13
201-500
3
501-1,000
2
10001+
1

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.

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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.