Company lists · Data refreshed September 2026

Top 25 Small business advisory software companies based in the United States

RevenueBase identified 1,518 company matches for small business advisory software companies associated with 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 company matches for small business advisory software companies 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 September 21, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built
1,518Companies
7,526Contacts tracked
2,340Verified emails
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The 25 largest small business advisory software companies based in the United States

Ranked by team size
Top 25 of 1,518 company matches for small business advisory software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSan Diego, CA, United StatesHQ recorded Sep 21, 202651-200307 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchAnn Arbor, MI, United StatesHQ recorded Sep 21, 2026201-500245 contacts →

Exact match

“We help businesses power their growth with software designed for their specific industry.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchLancaster, PA, United StatesHQ recorded Sep 21, 202651-200232 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4Exact matchSanta Rosa, CA, United StatesHQ recorded Sep 21, 2026n/a228 contacts →

Exact match

“Welcome to the Sonoma Small Business Development Center (SBDC), providing technical assistance to small businesses and aspiring entrepreneurs throughout Sonoma County.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5Exact matchFremont, CA, United StatesHQ recorded Sep 21, 2026201-500200 contacts →

Exact match

“myStartUpCFO brings you all the CFO you’ll need.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6Exact matchDenver, CO, United StatesHQ recorded Sep 21, 2026n/a191 contacts →

Exact match

“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?”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7Exact matchChandler, AZ, United StatesHQ recorded Sep 21, 202651-200148 contacts →

Exact match

“B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchConcord, CA, United StatesHQ recorded Sep 21, 202651-200110 contacts →

Exact match

“D-Tools, Inc.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9Exact matchMinneapolis, MN, United StatesHQ recorded Sep 21, 202651-200105 contacts →

Exact match

“Deskera is an award-winning integrated platform that enables SMBs to scale faster with fewer tools.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchMiramar, FL, United StatesHQ recorded Sep 21, 202611-5076 contacts →

Exact match

“GBS Group is a business consultancy team offering comprehensive advice across multiple business areas.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11Exact matchOak Brook, IL, United StatesHQ recorded Sep 21, 202651-20067 contacts →

Exact match

“Cultivate Advisors is an advisory firm that can help take your small business to the next level.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12Exact matchEugene, OR, United StatesHQ recorded Sep 21, 202651-20067 contacts →

Exact match

“We help people succeed in business.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13Exact matchBirmingham, AL, United StatesHQ recorded Sep 21, 202651-20063 contacts →

Exact match

“You brought your vision to life.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14Exact matchGrand Rapids, MI, United StatesHQ recorded Sep 21, 202651-20062 contacts →

Exact match

“The Michigan Small Business Development Center (Michigan SBDC) helps small businesses launch, grow, and transition.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15Exact matchLancaster, PA, United StatesHQ recorded Sep 21, 202651-20061 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16Exact matchAtlanta, GA, United StatesHQ recorded Sep 21, 202651-20060 contacts →

Exact match

“Put Your Service Business On Autopilot.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchMufreesboro, TN, United StatesHQ recorded Sep 21, 202651-20055 contacts →

Exact match

“Whether you're launching or scaling, our experts are here to support you every step of the way.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18Exact matchNew York, NY, United StatesHQ recorded Sep 21, 202651-20051 contacts →

Exact match

“M&A Advisory, Fractional CFO & Bookkeeping, Digital Marketing, and Valuation”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchMiami, FL, United StatesHQ recorded Sep 21, 202651-20048 contacts →

Exact match

“Joorney is on a mission to empower international entrepreneurs and professionals in their life-changing endeavors.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchBrockton, MA, United StatesHQ recorded Sep 21, 2026n/a45 contacts →

Exact match

“Innovative IT provides cutting-edge technology solutions to help businesses streamline their operations and improve their bottom.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchLumberton, NJ, United StatesHQ recorded Sep 21, 2026201-50044 contacts →

Exact match

“Striven is an all-in-one business management software that combines CRM, accounting, project management, inventory, and HR in a single system.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchBettendorf, IA, United StatesHQ recorded Sep 21, 202611-5041 contacts →

Exact match

“The right ERP software, deployed the right way, by the right people, can transform your business.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchNew York, NY, United StatesHQ recorded Sep 21, 202611-5040 contacts →

Exact match

“Across every industry and through the most challenging market conditions, we offer business owners superior financial advice on all aspects of selling a business.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchCoppell, TX, United StatesHQ recorded Sep 21, 202651-20037 contacts →

Exact match

“Clear C2, Inc is based in Coppell, Texas, and is a leading technology company providing Customer Relationship Management(CRM) companies of all sizes.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchBoston Ma, MA, United StatesHQ recorded Sep 21, 202611-5037 contacts →

Exact match

“BHE Consulting is a leading provider of ERP solutions to the small and medium sized business (SMB) market throughout North America.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 1,518 small business advisory software companies based in the United States

See the full list, filter by size, metro and specialty, and access 2,340 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Small business advisory software companies based in the United States at a glance

As of Sep 21, 2026
31.1%Verified-email coverage
5.0Average contacts per company
1-10Median size (employees)
3.7%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
1,203
11-50
242
51-200
56
201-500
10
501-1,000
4
1,001-5,000
1
5,001-10,000
1

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

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 “small business advisory software companies” 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 2,340 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 September 21, 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.

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 “small business advisory software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many small business advisory software companies are there based in the United States?

RevenueBase identified 1,518 company matches for small business advisory software companies associated with the United States as of September 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?

DSD Business Systems tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most small business advisory software companies?

New York leads with 56 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 2,340 professional contacts with verified work emails tracked across these 1,518 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 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 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.