Company lists · Data refreshed November 2026
Top 25 Shared services advisors based in the United States
RevenueBase identified 1,890 company matches for shared services advisors associated with the United States as of November 2026 and tracks 23,527 professional contacts across them, including 11,420 with verified work emails. New York is the largest hub.
This list covers company matches for shared services advisors 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 November 6, 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.
The 25 largest shared services advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,622 contacts → | ||||
Exact match “CBIZ, Inc.(NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 890 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 517 contacts → | ||||
Exact match “Providing Professional Business Advisory and Consulting Services including tax, accounting and IT services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 373 contacts → | ||||
Exact match “Progress isn't defined by a single milestone.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 363 contacts → | ||||
Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 261 contacts → | ||||
Exact match “Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 209 contacts → | ||||
Exact match “The Alliance Group is a consulting firm that partners with the Office of the CFO to deliver expert support across accounting, finance, business systems, and technology.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 193 contacts → | ||||
Exact match “Maximizing Value.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 179 contacts → | ||||
Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 157 contacts → | ||||
Exact match “We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 154 contacts → | ||||
Exact match “Springline Advisory is the big, small firm architecting the future of middle market accounting and advisory.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 153 contacts → | ||||
Exact match “You make decisions every day that impact the lives of many people.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 149 contacts → | ||||
Exact match “The Shared Services & Outsourcing Network (SSON) is the largest and most established community for Shared Services and Outsourcing professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 143 contacts → | ||||
Exact match “Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut, supporting advisors in 26 states.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 138 contacts → | ||||
Exact match “Founded in 2004, SOAProjects is a national advisory firm with over 22 years of experience offering end-to-end services across the corporate lifecycle.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 134 contacts → | ||||
Exact match “Burkland gives startups a solid foundation to grow with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 130 contacts → | ||||
Exact match “Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 108 contacts → | ||||
Exact match “For 30 years, Kranz Consulting has advised and supported entrepreneurs and founders through the complexities of building high-growth businesses, and over 2,500 companies stand as…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 103 contacts → | ||||
Exact match “vcfo provides an integrated suite of finance, HR, and transaction advisory support, including outsourcing and consulting solutions that improve operational performance and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 101 contacts → | ||||
Exact match “CFO Solutions helps finance teams improve how they plan, report, consolidate, and use financial and operational information to run the business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 99 contacts → | ||||
Exact match “blumshapiro served as the largest regional business advisory firm based in New England providing accounting, tax and business advisory services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 92 contacts → | ||||
Exact match “FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 92 contacts → | ||||
Exact match “50+M&A TRANSACTIONS | 90+% RECEIVE FUNDING 100+TEAM MEMBERS | 10K+EXECUTIVES IN TRIVIUM NETWORK Trivium is a Finance, Accounting, Human Resources, and Tax consulting firm offering…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 89 contacts → | ||||
Exact match “Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded in the RevenueBase company graph · Nov 6, 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 “shared services advisors”. 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 1,890 shared services advisors based in the United States
See the full list, filter by size, metro and specialty, and access 11,420 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Shared services advisors based in the United States at a glance
As of Nov 6, 2026Companies by employee count
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 1,890 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 “shared services advisors” 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 11,420 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 November 6, 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.
Shared services advisors by metro
- Shared services advisors in New York101
- Shared services advisors in Atlanta42
- Shared services advisors in Chicago40
- Shared services advisors in Dallas35
- Shared services advisors in Houston34
- Shared services advisors in Miami33
- Shared services advisors in Los Angeles31
- Shared services advisors in Boston27
- Shared services advisors in Austin25
- Shared services advisors in San Diego25
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 “shared services advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many shared services advisors are there based in the United States?
RevenueBase identified 1,890 company matches for shared services advisors associated with the United States as of November 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?
CBIZ tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most shared services advisors?
New York leads with 101 company records, followed by Atlanta (42) and Chicago (40).
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 11,420 professional contacts with verified work emails tracked across these 1,890 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,890 shared services advisors based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Shared services advisors by geography
- Shared services advisors based in Melbourne, Australia
- Shared services advisors based in Sydney, Australia
- Shared services advisors based in Sao Paulo, Brazil
- Shared services advisors based in Toronto, Canada
- Shared services advisors based in Paris, France
- Shared services advisors based in Bangalore, India
- Shared services advisors based in Mumbai, India
- Shared services advisors based in New Delhi, India
- Shared services advisors based in Warsaw, Poland
- Shared services advisors based in Barcelona, Spain
- Shared services advisors based in Madrid, Spain
- Shared services advisors 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 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Shared services advisors based in Melbourne, Australia
- Shared services advisors based in Sydney, Australia
- Shared services advisors based in Sao Paulo, Brazil
- Shared services advisors based in Toronto, Canada
- Shared services advisors based in Paris, France
- Shared services advisors based in Bangalore, India
Company intelligence · public preview
Top 25 shared services advisors based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,890 matching company records for shared services advisors based in the United States, with 23,527 tracked contacts and 11,420 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 shared services advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  CBIZcbiz.comHQ: Independence, MO, United StatesReported employees: 10001+ | Independence, MO, United States | 10001+ | Exact match | 6,622 contacts → |
“CBIZ, Inc.(NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Perella Weinbergpwpartners.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 890 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Brown Edwardsbecpas.comHQ: Roanoke, VA, United StatesReported employees: 201-500 | Roanoke, VA, United States | 201-500 | Exact match | 517 contacts → |
“Providing Professional Business Advisory and Consulting Services including tax, accounting and IT services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Carson Groupcarsongroup.comHQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 373 contacts → |
“Progress isn't defined by a single milestone.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Prime Capital Financialprimefinancial.comHQ: Overland Park, NC, United StatesReported employees: 201-500 | Overland Park, NC, United States | 201-500 | Exact match | 363 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  CURIcuri.comHQ: Raleigh, NC, United StatesReported employees: 501-1,000 | Raleigh, NC, United States | 501-1,000 | Exact match | 296 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  TITANtitan.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 261 contacts → |
“Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The Alliance Groupthealliancegroup.comHQ: Vienna, VA, United StatesReported employees: 51-200 | Vienna, VA, United States | 51-200 | Exact match | 209 contacts → |
“The Alliance Group is a consulting firm that partners with the Office of the CFO to deliver expert support across accounting, finance, business systems, and technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  LCG Advisorslcgadvisors.comHQ: Tampa, CO, United StatesReported employees: 51-200 | Tampa, CO, United States | 51-200 | Exact match | 193 contacts → |
“Maximizing Value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  ALM Firstalmfirst.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 179 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Synfiny Advisorssynfiny.comHQ: Cincinnati, OH, United StatesReported employees: 201-500 | Cincinnati, OH, United States | 201-500 | Exact match | 157 contacts → |
“We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Springline Advisoryspringlineadvisory.comHQ: Dallas, United StatesReported employees: 1,001-5,000 | Dallas, United States | 1,001-5,000 | Exact match | 154 contacts → |
“Springline Advisory is the big, small firm architecting the future of middle market accounting and advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Chartwell Financial Advisorychartwellfa.comHQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 153 contacts → |
“You make decisions every day that impact the lives of many people.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  SSONssonetwork.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 149 contacts → |
“The Shared Services & Outsourcing Network (SSON) is the largest and most established community for Shared Services and Outsourcing professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Gateway Financial Partnersgatewayfinancialpartners.comHQ: Glastonbury, CT, United StatesReported employees: 51-200 | Glastonbury, CT, United States | 51-200 | Exact match | 143 contacts → |
“Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut, supporting advisors in 26 states.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Soaprojects, INCsoaprojects.comHQ: Mountain View, CA, United StatesReported employees: 201-500 | Mountain View, CA, United States | 201-500 | Exact match | 138 contacts → |
“Founded in 2004, SOAProjects is a national advisory firm with over 22 years of experience offering end-to-end services across the corporate lifecycle.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Burklandburklandassociates.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 134 contacts → |
“Burkland gives startups a solid foundation to grow with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Avantax Planning Partnersavantax.comHQ: Dubuque, MN, United StatesReported employees: 51-200 | Dubuque, MN, United States | 51-200 | Exact match | 130 contacts → |
“Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Kranz Consultingkranz.consultingHQ: San Francisco, IL, United StatesReported employees: 201-500 | San Francisco, IL, United States | 201-500 | Exact match | 108 contacts → |
“For 30 years, Kranz Consulting has advised and supported entrepreneurs and founders through the complexities of building high-growth businesses, and over 2,500 companies stand as…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  VCFOvcfo.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 103 contacts → |
“vcfo provides an integrated suite of finance, HR, and transaction advisory support, including outsourcing and consulting solutions that improve operational performance and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  CFO Solutionscfosolutions.comHQ: Amherst, MA, United StatesReported employees: 51-200 | Amherst, MA, United States | 51-200 | Exact match | 101 contacts → |
“CFO Solutions helps finance teams improve how they plan, report, consolidate, and use financial and operational information to run the business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Blumshapiroclaconnect.comHQ: West Hartford, MA, United StatesReported employees: 201-500 | West Hartford, MA, United States | 201-500 | Exact match | 99 contacts → |
“blumshapiro served as the largest regional business advisory firm based in New England providing accounting, tax and business advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  FP Transitionsfptransitions.comHQ: Lake Oswego, OR, United StatesReported employees: 51-200 | Lake Oswego, OR, United States | 51-200 | Exact match | 92 contacts → |
“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Triviumtrivium.comHQ: Sunnyvale, CA, United StatesReported employees: 51-200 | Sunnyvale, CA, United States | 51-200 | Exact match | 92 contacts → |
“50+M&A TRANSACTIONS | 90+% RECEIVE FUNDING 100+TEAM MEMBERS | 10K+EXECUTIVES IN TRIVIUM NETWORK Trivium is a Finance, Accounting, Human Resources, and Tax consulting firm offering…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Elite Consulting Partnerseliteconsultingpartners.comHQ: Moorestown, NJ, United StatesReported employees: 51-200 | Moorestown, NJ, United States | 51-200 | Exact match | 89 contacts → |
“Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,890 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Shared services advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,884 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 1,890 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Shared services advisors by metro
- Shared services advisors in New York101
- Shared services advisors in Atlanta42
- Shared services advisors in Chicago40
- Shared services advisors in Dallas35
- Shared services advisors in Houston34
- Shared services advisors in Miami33
- Shared services advisors in Los Angeles31
- Shared services advisors in Boston27
- Shared services advisors in Austin25
- Shared services advisors in San Diego25
Questions about this company list
What does Exact match mean for shared services advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many shared services advisors did RevenueBase find based in the United States?
The saved snapshot records 1,890 matching company records, 23,527 tracked contacts and 11,420 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Shared services advisors by geography
- Shared services advisors based in Melbourne, Australia
- Shared services advisors based in Sydney, Australia
- Shared services advisors based in Sao Paulo, Brazil
- Shared services advisors based in Toronto, Canada
- Shared services advisors based in Paris, France
- Shared services advisors based in Bangalore, India
- Shared services advisors based in Mumbai, India
- Shared services advisors based in New Delhi, India
- Shared services advisors based in Warsaw, Poland
- Shared services advisors based in Barcelona, Spain
- Shared services advisors based in Madrid, Spain
- Shared services advisors based in Stockholm, Sweden
Cite this list
RevenueBase Data Team. Top 25 shared services advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/shared-services-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Shared services advisors based in Melbourne, Australia
- Shared services advisors based in Sydney, Australia
- Shared services advisors based in Sao Paulo, Brazil
- Shared services advisors based in Toronto, Canada
- Shared services advisors based in Paris, France
- Shared services advisors based in Bangalore, India
Company intelligence · public preview
Top 25 shared services advisors based in the United States
RevenueBase records 1,890 matching company records for shared services advisors based in the United States, with 23,527 tracked contacts and 11,420 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 shared services advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | CBIZcbiz.com HQ: Independence, MO, United StatesReported employees: 10001+ | Independence, MO, United States | 10001+ | Exact match | 6,622 contacts → |
“CBIZ, Inc.(NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Perella Weinbergpwpartners.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 890 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Brown Edwardsbecpas.com HQ: Roanoke, VA, United StatesReported employees: 201-500 | Roanoke, VA, United States | 201-500 | Exact match | 517 contacts → |
“Providing Professional Business Advisory and Consulting Services including tax, accounting and IT services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Carson Groupcarsongroup.com HQ: Omaha, NE, United StatesReported employees: 51-200 | Omaha, NE, United States | 51-200 | Exact match | 373 contacts → |
“Progress isn't defined by a single milestone.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Prime Capital Financialprimefinancial.com HQ: Overland Park, NC, United StatesReported employees: 201-500 | Overland Park, NC, United States | 201-500 | Exact match | 363 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | CURIcuri.com HQ: Raleigh, NC, United StatesReported employees: 501-1,000 | Raleigh, NC, United States | 501-1,000 | Exact match | 296 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | TITANtitan.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 261 contacts → |
“Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The Alliance Groupthealliancegroup.com HQ: Vienna, VA, United StatesReported employees: 51-200 | Vienna, VA, United States | 51-200 | Exact match | 209 contacts → |
“The Alliance Group is a consulting firm that partners with the Office of the CFO to deliver expert support across accounting, finance, business systems, and technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | LCG Advisorslcgadvisors.com HQ: Tampa, CO, United StatesReported employees: 51-200 | Tampa, CO, United States | 51-200 | Exact match | 193 contacts → |
“Maximizing Value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | ALM Firstalmfirst.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 179 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Synfiny Advisorssynfiny.com HQ: Cincinnati, OH, United StatesReported employees: 201-500 | Cincinnati, OH, United States | 201-500 | Exact match | 157 contacts → |
“We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Springline Advisoryspringlineadvisory.com HQ: Dallas, United StatesReported employees: 1,001-5,000 | Dallas, United States | 1,001-5,000 | Exact match | 154 contacts → |
“Springline Advisory is the big, small firm architecting the future of middle market accounting and advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Chartwell Financial Advisorychartwellfa.com HQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 153 contacts → |
“You make decisions every day that impact the lives of many people.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | SSONssonetwork.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 149 contacts → |
“The Shared Services & Outsourcing Network (SSON) is the largest and most established community for Shared Services and Outsourcing professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Gateway Financial Partnersgatewayfinancialpartners.com HQ: Glastonbury, CT, United StatesReported employees: 51-200 | Glastonbury, CT, United States | 51-200 | Exact match | 143 contacts → |
“Gateway Financial Partners is an independent financial services firm headquartered in Glastonbury, Connecticut, supporting advisors in 26 states.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Soaprojects, INCsoaprojects.com HQ: Mountain View, CA, United StatesReported employees: 201-500 | Mountain View, CA, United States | 201-500 | Exact match | 138 contacts → |
“Founded in 2004, SOAProjects is a national advisory firm with over 22 years of experience offering end-to-end services across the corporate lifecycle.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Burklandburklandassociates.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 134 contacts → |
“Burkland gives startups a solid foundation to grow with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Avantax Planning Partnersavantax.com HQ: Dubuque, MN, United StatesReported employees: 51-200 | Dubuque, MN, United States | 51-200 | Exact match | 130 contacts → |
“Advisory Services offered through Avantax Planning Partners, Inc, a registered investment adviser.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Kranz Consultingkranz.consulting HQ: San Francisco, IL, United StatesReported employees: 201-500 | San Francisco, IL, United States | 201-500 | Exact match | 108 contacts → |
“For 30 years, Kranz Consulting has advised and supported entrepreneurs and founders through the complexities of building high-growth businesses, and over 2,500 companies stand as…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | VCFOvcfo.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 103 contacts → |
“vcfo provides an integrated suite of finance, HR, and transaction advisory support, including outsourcing and consulting solutions that improve operational performance and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CFO Solutionscfosolutions.com HQ: Amherst, MA, United StatesReported employees: 51-200 | Amherst, MA, United States | 51-200 | Exact match | 101 contacts → |
“CFO Solutions helps finance teams improve how they plan, report, consolidate, and use financial and operational information to run the business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Blumshapiroclaconnect.com HQ: West Hartford, MA, United StatesReported employees: 201-500 | West Hartford, MA, United States | 201-500 | Exact match | 99 contacts → |
“blumshapiro served as the largest regional business advisory firm based in New England providing accounting, tax and business advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | FP Transitionsfptransitions.com HQ: Lake Oswego, OR, United StatesReported employees: 51-200 | Lake Oswego, OR, United States | 51-200 | Exact match | 92 contacts → |
“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Triviumtrivium.com HQ: Sunnyvale, CA, United StatesReported employees: 51-200 | Sunnyvale, CA, United States | 51-200 | Exact match | 92 contacts → |
“50+M&A TRANSACTIONS | 90+% RECEIVE FUNDING 100+TEAM MEMBERS | 10K+EXECUTIVES IN TRIVIUM NETWORK Trivium is a Finance, Accounting, Human Resources, and Tax consulting firm offering…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Elite Consulting Partnerseliteconsultingpartners.com HQ: Moorestown, NJ, United StatesReported employees: 51-200 | Moorestown, NJ, United States | 51-200 | Exact match | 89 contacts → |
“Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,890 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Shared services advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,884 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 1,890 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Shared services advisors by metro
- Shared services advisors in New York101
- Shared services advisors in Atlanta42
- Shared services advisors in Chicago40
- Shared services advisors in Dallas35
- Shared services advisors in Houston34
- Shared services advisors in Miami33
- Shared services advisors in Los Angeles31
- Shared services advisors in Boston27
- Shared services advisors in Austin25
- Shared services advisors in San Diego25
Questions about this company list
What does Exact match mean for shared services advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many shared services advisors did RevenueBase find based in the United States?
The saved snapshot records 1,890 matching company records, 23,527 tracked contacts and 11,420 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Shared services advisors by geography
- Shared services advisors based in Melbourne, Australia
- Shared services advisors based in Sydney, Australia
- Shared services advisors based in Sao Paulo, Brazil
- Shared services advisors based in Toronto, Canada
- Shared services advisors based in Paris, France
- Shared services advisors based in Bangalore, India
- Shared services advisors based in Mumbai, India
- Shared services advisors based in New Delhi, India
- Shared services advisors based in Warsaw, Poland
- Shared services advisors based in Barcelona, Spain
- Shared services advisors based in Madrid, Spain
- Shared services advisors based in Stockholm, Sweden
Cite this list
RevenueBase Data Team. Top 25 shared services advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/shared-services-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Shared services advisors based in Melbourne, Australia
- Shared services advisors based in Sydney, Australia
- Shared services advisors based in Sao Paulo, Brazil
- Shared services advisors based in Toronto, Canada
- Shared services advisors based in Paris, France
- Shared services advisors based in Bangalore, India