Top Financial services Business Consulting Services Companies

Discover Business Consulting Services companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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Top Financial services Business Consulting Services Companies

  1. Credfino logo
    CredfinoProfile set up by Edverise AI
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    An accountant, a strategist, and a marketer enter a bar—not as the setup for a joke, but as the beginning of our venture named "Credfino." The founders, having worked closely with various tax and accounting firms, observed the challenges these businesses faced in growing and scaling their operations


    Highlights

    10-49

    Employees

    Services Provided
    40% Accounting Services
    30% Account Management
    30% Business Consulting Services
    AI Summary

    Credfino delivers integrated accounting, consulting, and marketing services with remote staffing solutions, enabling financial firms to enhance operational efficiency, focus on growth, and improve client engagement.

  2. Is this your business? Become an Edverise partner & Claim Now

    We are a comprehensive Certified Public Accounting firm offering a range of services including financial statement preparation, consulting, payroll, tax services, mergers and acquisitions, and business valuation.


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    Services Provided+1 Services
    39% Accounting Services
    20% Business Consulting Services
    15% Payroll Services
    15% Mergers & Acquisitions Consulting
    AI Summary

    Fry Trowbridge & Associates CPA's PC is a full-service Certified Public Accounting firm providing financial statements, consulting, payroll, tax services, mergers, acquisitions, and business valuation expertise.

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    For your business and corporate accounting requirements in Calgary, consider Crescendo Accounting. Our team of chartered professional accountants delivers prompt and efficient services, including payroll, bookkeeping, and annual budgeting. We assist clients in achieving their financial objectives by


    Highlights

    2-9

    Employees

    Calgary, Alberta, Ca

    Services Provided
    50% Accounting Services
    20% Tax Consulting
    30% Business Consulting Services
    AI Summary

    Crescendo Accounting & Consulting, CPA in Calgary offers comprehensive accounting, tax consulting, payroll, bookkeeping, and financial planning services to support businesses in achieving financial goals efficiently.

  4. Is this your business? Become an Edverise partner & Claim Now

    Cavalry Info Private Limited (CIPL) is a Hyderabad-based startup that focuses on Business Process Outsourcing (BPO) services. Our strength comes from a blend of industry knowledge, operational proficiency, skilled processes, and advanced technology. We provide comprehensive outsourcing solutions tha


    Highlights

    $1,000+

    Min Project Size

    < $25/hr

    Avg Hourly Rate

    250-999

    Employees

    Hyderabad, Telangana, In

    Services Provided
    50% Other IT Consulting and SI
    41% Business Process Outsourcing
    9% Business Consulting Services
    AI Summary

    Cavalry Info Pvt Ltd, Hyderabad-based BPO startup, offers comprehensive outsourcing solutions combining industry expertise, operational skills, and advanced technology to optimize client business focus.

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    Kinetic Consulting is a prominent boutique consulting firm located in Sydney, specializing in business growth. Our mission at Kinetic is to assist your business in achieving its maximum potential. Our team of skilled consultants will develop innovative strategies tailored to your organization, helpi


    Highlights

    $5,000+

    Min Project Size

    $150+/hr

    Avg Hourly Rate

    10-49

    Employees

    Sydney, New South Wales, Au

    Services Provided
    80% Business Strategy & Planning
    20% Business Consulting Services
    AI Summary

    Kinetic Consulting Australia is a Sydney-based boutique firm specializing in tailored business growth strategies, operational optimization, and transformation, leveraging global expertise for measurable client success.

  6. Plangrowlab logo
    PlangrowlabProfile set up by Edverise AI
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    Plangrowlab is a reputable consulting firm specializing in business plans, dedicated to assisting startups and small businesses with strategic planning, financial modeling, and preparing documents for investors. Their team of skilled writers and consultants has successfully helped thousands of clien


    Highlights

    10-49

    Employees

    Services Provided
    50% Business Plan Development
    41% Business Consulting Services
    9% Financial Advisory & Consulting
    AI Summary

    Plangrowlab is a consulting firm specializing in tailored business plans, financial modeling, and investor documents, aiding startups and small businesses to secure funding and achieve strategic goals.

  7. Is this your business? Become an Edverise partner & Claim Now

    SSBC is a globally recognized naming agency and B2B brand consultancy that has won multiple awards. For over 18 years, we have specialized in creating brand names, product names, company names, and naming systems designed to sustainably position businesses, differentiate them, and enhance long-term


    Highlights

    $5,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    2-9

    Employees

    Stuttgart, Baden Wurttemberg, De

    Services Provided
    59% Brand Asset Research
    41% Business Consulting Services
    AI Summary

    SSBC GmbH is an award-winning global naming agency and B2B brand consultancy specializing in strategic, legally assured brand naming to enhance positioning and long-term value across industries.

  8. DYNAX Invest logo
    DYNAX InvestProfile set up by Edverise AI
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    We support startup companies in their financial and business development by helping them grow rapidly. Our primary focus is on securing funding for early-stage tech firms, especially during Seed, Series A, and Series B funding rounds. The company has a strong presence in Europe, the USA, and Asia, b


    Highlights

    $1,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    2-9

    Employees

    Sofia, Sofia, Bg

    Services Provided
    60% Financial Advisory & Consulting
    40% Business Consulting Services
    AI Summary

    DYNAX Invest accelerates early-stage tech startups by securing funding and fostering business growth, leveraging a global network across Europe, the USA, and Asia.

  9. Is this your business? Become an Edverise partner & Claim Now

    Excel Transcriptions has been a provider of professional medical transcription services in the USA since 2001. Recognizing the importance and increasing demand for transcription services—both specialized and general—we have expanded our offerings beyond just medical transcription to include general


    Highlights

    50-249

    Employees

    Carbondale, Illinois, Us

    Services Provided
    40% Business Consulting Services
    30% Content Creation
    30% Technical Assistance
    AI Summary

    Excel Transcriptions has offered professional medical and general transcription services across the USA since 2001, including business and conference transcription solutions.

  10. Arete Ventures logo
    Arete VenturesProfile set up by Edverise AI
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    Arete Ventures is a consulting firm specializing in business strategy, boasting 16 years of successful experience in Silicon Valley and Wall Street. We assist family offices, pension funds, hedge funds, private equity, and venture capital firms, particularly in the areas of investments, mergers and


    Highlights

    $10,000+

    Min Project Size

    2-9

    Employees

    Mumbai, Maharashtra, In

    Services Provided
    40% Business Strategy & Planning
    40% Business Consulting Services
    20% Financial Advisory & Consulting
    AI Summary

    Arete Ventures is a boutique consulting firm offering strategic, financial, and operational advisory services to investment firms and SMBs globally, focusing on value creation and performance improvement.

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