Top Insurance CFO Services Companies

Discover CFO Services companies serving the Insurance industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data — services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

235 Companies

Top Insurance CFO Services Companies

Simplify My NumbersProfile set up by Edverise AI
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At Simplify My Numbers, we focus on assisting business owners with 7-figure revenues in retaining a greater portion of their income by utilizing sophisticated CFO and tax planning strategies customized to their unique requirements. We recognize that achieving the 7-figure milestone introduces new hu
Highlights
50-99
Avg Hourly Rate
2-9
Employees
Services Provided
70% CFO Services
30% Tax Consulting
AI Summary
“Simplify My Numbers provides tailored CFO and tax planning services for 7-figure business owners, enhancing financial health through efficient scaling and tax optimization strategies.”
SiliconCFOProfile set up by Edverise AI
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Select from over 200 vetted CFO freelancers to manage your company's financial needs. Our network of CFOs for small and medium-sized businesses and startups includes professionals from various industries across more than 25 countries, primarily based in the USA. We simplify the hiring process by pre
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
Santa Monica, California, Us
Services Provided
70% CFO Services
30% Financial Advisory & Consulting
AI Summary
“SiliconCFO connects businesses with a global network of vetted freelance CFOs, streamlining the hiring process to provide expert financial management within a week.”
Stratego Intel ConsultingProfile set up by Edverise AI
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Stratego Intel Consulting is a specialized Fractional CFO firm that caters specifically to fitness, wellness, and HALO brands with annual revenues ranging from $500K to $30M. The firm is led by Albert Ramos Jr., who previously served as the Director of Strategic Finance at Life Time Inc. (NYSE: LTH)
Highlights
$5,000+
Min Project Size
50-99
Avg Hourly Rate
10-49
Employees
Cypress, Texas, Us
Services Provided
69% CFO Services
20% Financial Planning
11% Analytics Services
AI Summary
“Stratego Intel Consulting provides specialized fractional CFO services for fitness and wellness brands, offering advanced financial planning, cash flow forecasting, and investor reporting without long-term contracts.”
KordisProfile set up by Edverise AI
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Kordis Company Overview: Kordis is a leading provider of fractional CFO services, focused on delivering comprehensive financial solutions specifically designed for startups and small to medium-sized enterprises. By specializing in complete accounting and financial services, Kordis offers exceptional
Highlights
10-49
Employees
Hoboken, New Jersey, Us
Services Provided
69% CFO Services
20% Accounting Services
11% Financial Reporting
AI Summary
“Kordis provides specialized fractional CFO services using flat fees and proprietary software, serving startups and SMEs across diverse industries with personalized, cost-effective financial expertise.”
Profitability PartnersProfile set up by Edverise AI
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Profitability Partners offers fractional CFO services specifically tailored for home services contractors, such as HVAC, plumbing, roofing, and electrical businesses. Our experienced partners have backgrounds in private equity (Black Diamond Capital, Third Lake Partners) and industry leadership (Ape
Highlights
150+
Avg Hourly Rate
10-49
Employees
Services Provided
68% CFO Services
11% Accounting System Integration
21% Business Consulting Services
AI Summary
“Profitability Partners delivers expert fractional CFO services to home services contractors, optimizing financial management, cash flow, and growth strategies through tailored integrations and data-driven insights.”
CFO HubProfile set up by Edverise AI
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CFO Hub represents the next generation of finance, providing an external team of skilled CFOs, Controllers, and Accountants to handle your internal financial functions. We customize our services to fit your requirements, whether you need complete accounting department outsourcing, interim CFO assist
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
50-249
Employees
San Diego, California, Us
Services Provided
65% CFO Services
20% Accounting Services
15% Financial Advisory & Consulting
AI Summary
“CFO Hub offers tailored financial expertise with outsourced CFOs, controllers, and accountants, delivering strategic advisory, accounting services, auditing support, and specialized financial solutions.”
Bridgepoint CFO Solutions, LLCProfile set up by Edverise AI
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Bridgepoint CFO Solutions offers fractional CFO services tailored for private healthcare practices and small businesses seeking experienced financial leadership without the expense of hiring a full-time executive. Our methodology combines strategic guidance with practical monthly support, enabling b
Highlights
$1,000+
Min Project Size
2-9
Employees
Services Provided
69% CFO Services
16% Financial Advisory & Consulting
15% Accounting Services
AI Summary
“Bridgepoint CFO Solutions provides fractional CFO services delivering strategic financial leadership, forecasting, and operational support, empowering small businesses and healthcare practices to achieve clarity, growth, and long-term stability.”
G-Financial ServicesProfile set up by Edverise AI
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Financial planning for corporations and high-earning individuals.
Highlights
$5,000+
Min Project Size
Lewisville, Texas, Us
Services Provided
70% CFO Services
30% Financial Advisory & Consulting
AI Summary
“G-Financial Services specializes in financial planning for corporations and high-net-worth individuals, offering tailored strategies to optimize wealth management and corporate financial performance.”
Anglade AdvisoryProfile set up by Edverise AI
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Anglade Advisory is a fractional CFO service tailored for founder-driven brands with revenues of $1M to $10M. We assist beauty, fashion, and consumer packaged goods brands in gaining clarity on cash flow, pricing, and their true profit drivers, enabling founders to make informed decisions based on a
Highlights
$10,000+
Min Project Size
Services Provided
69% CFO Services
20% Financial Advisory & Consulting
11% Business Consulting Services
AI Summary
“Anglade Advisory provides fractional CFO services to founder-driven beauty, fashion, and consumer goods brands, enabling data-driven financial clarity and informed business decisions.”
TialmaProfile set up by Edverise AI
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Tialma is a financial consulting firm located in New York that provides customized strategic CFO services to companies in the life sciences sector. We collaborate with organizations in biotech, therapeutics, specialty pharmaceuticals, diagnostics, medical devices, healthcare technology, and services
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
2-9
Employees
New York, New York, Us
Services Provided
60% CFO Services
40% Financial Advisory & Consulting
AI Summary
“Tialma is a New York-based financial consulting firm offering strategic CFO services to life sciences companies, enhancing fundraising, business development, and operational finance to boost shareholder value.”

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