Company lists · Data refreshed November 2026
Top 13 Shared services advisors based in Dallas, United States
RevenueBase identified 35 company matches for shared services advisors associated with Dallas, United States as of November 2026 and tracks 500 professional contacts across them, including 286 with verified work emails. Across the United States, New York is the largest hub for this category (101 companies); Dallas has 35.
This list covers company matches for shared services advisors associated with Dallas, 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 13 largest shared services advisors based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 30 contacts → | ||||
Exact match “We create long-term value by continuously delivering advisory, transformation and operational support services – enabling ambitious customers worldwide to focus on doing and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 18 contacts → | ||||
Exact match “Our Remote Assistants can can free up your time and money to do what you do best - while we take care of all your admin and data-driven work during and after business hours -…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 15 contacts → | ||||
Exact match “Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 11 contacts → | ||||
Exact match “Fontana Financial Planning - Simplifying Your Financial Success.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 3 contacts → | ||||
Exact match “Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 3 contacts → | ||||
Exact match “At Davis Financial Services it is our purpose to provide you with comprehensive financial consulting services to meet your needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 2 contacts → | ||||
Exact match “Adjunct Partners, LLC is a boutique advisory firm specializing in aiding emerging and middle-market companies with growth strategies, capital alignment, and financial discipline.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 2 contacts → | ||||
Exact match “Peak Franchise Capital is a boutique advisory firm focused on providing a variety of financial consulting services primarily to the restaurant and retail industries.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “Cenex Consulting is an innovative consulting agency.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Breton Advisors is a boutique advisory firm that specializes in helping middle-market businesses improve their performance through a range of services, including Performance…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “Mocata LLC provides financial advisory and consulting services to public and private companies.” 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 13 of 35 shared services advisors based in Dallas, United States
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Shared services advisors based in Dallas, United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 35 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 Dallas, 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 286 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 in the United States
- Shared services advisors in New York101
- Shared services advisors in Atlanta42
- Shared services advisors in Chicago40
- 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 Dallas, United States?
RevenueBase identified 35 company matches for shared services advisors associated with Dallas, 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?
ALM First tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most shared services advisors?
New York leads the United States with 101 company records, followed by Atlanta (42) and Chicago (40). Dallas has 35.
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 286 professional contacts with verified work emails tracked across these 35 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 35 shared services advisors based in Dallas, United States. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Shared services advisors based in Melbourne, Australia
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Company intelligence · public preview
Top 13 shared services advisors based in Dallas, 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 35 matching company records for shared services advisors based in Dallas, United States, with 500 tracked contacts and 286 verified work emails.
This public preview shows 13 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 13 shared services advisors based in Dallas, 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 |  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. | |||||
| 2 |  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. | |||||
| 3 |  Alcorityalcority.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 30 contacts → |
“We create long-term value by continuously delivering advisory, transformation and operational support services – enabling ambitious customers worldwide to focus on doing and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Remote Advisor Resourcesremoteadvisorresources.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 18 contacts → |
“Our Remote Assistants can can free up your time and money to do what you do best - while we take care of all your admin and data-driven work during and after business hours -…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | IPS Advisorsipsadvisors.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 15 contacts → |
“Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Fontana Financial Planningfontanafinancialplanning.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 11 contacts → |
“Fontana Financial Planning - Simplifying Your Financial Success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  APG Wealth Managementraymondjames.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Davis Financial Servicesdfsplan.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“At Davis Financial Services it is our purpose to provide you with comprehensive financial consulting services to meet your needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Adjunct Partners, LLCadjunctpartners.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Adjunct Partners, LLC is a boutique advisory firm specializing in aiding emerging and middle-market companies with growth strategies, capital alignment, and financial discipline.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Peak Franchise Capitalpeakfranchisecapital.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Peak Franchise Capital is a boutique advisory firm focused on providing a variety of financial consulting services primarily to the restaurant and retail industries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cenex Consultingcenexconsulting.comHQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 2 contacts → |
“Cenex Consulting is an innovative consulting agency.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Breton Advisorsbretonadvisors.comHQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 2 contacts → |
“Breton Advisors is a boutique advisory firm that specializes in helping middle-market businesses improve their performance through a range of services, including Performance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Mocata LLCmocata.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Mocata LLC provides financial advisory and consulting services to public and private companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 13 of 35 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
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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
35 records in the displayed employee bands.
0 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 across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 35 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 in the United States
- Shared services advisors in New York101
- Shared services advisors in Atlanta42
- Shared services advisors in Chicago40
- 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 Dallas, United States?
The saved snapshot records 35 matching company records, 500 tracked contacts and 286 verified emails. The public preview displays 13 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 13 shared services advisors based in Dallas, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/shared-services-advisors/united-states/dallas.
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 13 shared services advisors based in Dallas, United States
RevenueBase records 35 matching company records for shared services advisors based in Dallas, United States, with 500 tracked contacts and 286 verified work emails.
This public preview shows 13 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 13 shared services advisors based in Dallas, 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 | 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. | |||||
| 2 | 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. | |||||
| 3 | Alcorityalcority.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 30 contacts → |
“We create long-term value by continuously delivering advisory, transformation and operational support services – enabling ambitious customers worldwide to focus on doing and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Remote Advisor Resourcesremoteadvisorresources.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 18 contacts → |
“Our Remote Assistants can can free up your time and money to do what you do best - while we take care of all your admin and data-driven work during and after business hours -…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | IPS Advisorsipsadvisors.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 15 contacts → |
“Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Fontana Financial Planningfontanafinancialplanning.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 11 contacts → |
“Fontana Financial Planning - Simplifying Your Financial Success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | APG Wealth Managementraymondjames.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Davis Financial Servicesdfsplan.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“At Davis Financial Services it is our purpose to provide you with comprehensive financial consulting services to meet your needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Adjunct Partners, LLCadjunctpartners.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Adjunct Partners, LLC is a boutique advisory firm specializing in aiding emerging and middle-market companies with growth strategies, capital alignment, and financial discipline.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Peak Franchise Capitalpeakfranchisecapital.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Peak Franchise Capital is a boutique advisory firm focused on providing a variety of financial consulting services primarily to the restaurant and retail industries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cenex Consultingcenexconsulting.com HQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 2 contacts → |
“Cenex Consulting is an innovative consulting agency.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Breton Advisorsbretonadvisors.com HQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 2 contacts → |
“Breton Advisors is a boutique advisory firm that specializes in helping middle-market businesses improve their performance through a range of services, including Performance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mocata LLCmocata.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Mocata LLC provides financial advisory and consulting services to public and private companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 13 of 35 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
35 records in the displayed employee bands.
0 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 across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 35 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 in the United States
- Shared services advisors in New York101
- Shared services advisors in Atlanta42
- Shared services advisors in Chicago40
- 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 Dallas, United States?
The saved snapshot records 35 matching company records, 500 tracked contacts and 286 verified emails. The public preview displays 13 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.
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Cite this list
RevenueBase Data Team. Top 13 shared services advisors based in Dallas, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/shared-services-advisors/united-states/dallas.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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