Company lists · Data refreshed September 2026
Top 25 Small business advisory software companies based in the United States
RevenueBase identified 1,518 small business advisory software companies headquartered in the United States as of September 2026 and tracks 7,526 professional contacts across them, including 2,340 with verified work emails. New York is the largest hub.
This list covers small business advisory software companies headquartered in the 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 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest small business advisory software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 307 contacts → | ||||
Partial evidence “Founded in 1984 in San Diego, DSD Business Systems is an award-winning technology partner with 45 offices across North America, serving small- to medium-sized organizations.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 245 contacts → | ||||
Partial evidence “We help businesses power their growth with software designed for their specific industry.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 232 contacts → | ||||
Partial evidence “Cargas is an employee-owned software company offering ERP and CRM software from Acumatica, Microsoft, Sage, Salesforce, and HubSpot, as well as custom-developed solutions.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 228 contacts → | ||||
Partial evidence “Welcome to the Sonoma Small Business Development Center (SBDC), providing technical assistance to small businesses and aspiring entrepreneurs throughout Sonoma County.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 200 contacts → | ||||
Indirect evidence “myStartUpCFO brings you all the CFO you’ll need.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 191 contacts → | ||||
Partial evidence “Are you a business owner who could benefit from business coaching and from the strategic advantage of being a member of a TAB advisory Board of Directors?” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 148 contacts → | ||||
Partial evidence “B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 110 contacts → | ||||
Indirect evidence “D-Tools, Inc.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 105 contacts → | ||||
Indirect evidence “Deskera is an award-winning integrated platform that enables SMBs to scale faster with fewer tools.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 76 contacts → | ||||
Indirect evidence “GBS Group is a business consultancy team offering comprehensive advice across multiple business areas.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 67 contacts → | ||||
Strong evidence “Cultivate Advisors is an advisory firm that can help take your small business to the next level.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 67 contacts → | ||||
Indirect evidence “We help people succeed in business.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 63 contacts → | ||||
Indirect evidence “You brought your vision to life.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 62 contacts → | ||||
Partial evidence “The Michigan Small Business Development Center (Michigan SBDC) helps small businesses launch, grow, and transition.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 61 contacts → | ||||
Partial evidence “We are passionate about partnering with small businesses by providing an ERP platform and professional services to facilitate business growth because we believe the right systems…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 60 contacts → | ||||
Indirect evidence “Put Your Service Business On Autopilot.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 55 contacts → | ||||
Indirect evidence “Whether you're launching or scaling, our experts are here to support you every step of the way.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 51 contacts → | ||||
Partial evidence “M&A Advisory, Fractional CFO & Bookkeeping, Digital Marketing, and Valuation” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 48 contacts → | ||||
Indirect evidence “Joorney is on a mission to empower international entrepreneurs and professionals in their life-changing endeavors.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 45 contacts → | ||||
Indirect evidence “Innovative IT provides cutting-edge technology solutions to help businesses streamline their operations and improve their bottom.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 44 contacts → | ||||
Partial evidence “Striven is an all-in-one business management software that combines CRM, accounting, project management, inventory, and HR in a single system.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 41 contacts → | ||||
Partial evidence “The right ERP software, deployed the right way, by the right people, can transform your business.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 40 contacts → | ||||
Indirect evidence “Across every industry and through the most challenging market conditions, we offer business owners superior financial advice on all aspects of selling a business.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 37 contacts → | ||||
Indirect evidence “Clear C2, Inc is based in Coppell, Texas, and is a leading technology company providing Customer Relationship Management(CRM) companies of all sizes.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 37 contacts → | ||||
Partial evidence “BHE Consulting is a leading provider of ERP solutions to the small and medium sized business (SMB) market throughout North America.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: small business advisory software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names small business advisory software companies.
- Partial evidence
- Its own public description names part of small business advisory software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name small business advisory software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 1,518 small business advisory software companies based in the United States
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Small business advisory software companies based in the United States at a glance
As of Sep 21, 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 1,518 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 small business advisory software companies, 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 the United States whose own description of what they do matches “small business advisory software companies”. 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 small business advisory software companies), 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 small business advisory software companies, and records with no verified work email. Companies headquartered outside United States 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, 2,340 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 21, 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.
Small business advisory software companies by metro
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 small business advisory software companies, 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 small business advisory software companies are there based in the United States?
RevenueBase identified 1,518 small business advisory software companies headquartered in the 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?
DSD Business Systems, headquartered in San Diego, tops this list with the largest team on record.
Which city has the most small business advisory software companies?
New York leads with 53 headquartered companies, followed by Houston (34) and Atlanta (26).
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 2,340 verified decision-maker contacts tracked across these 1,518 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 21, 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.
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