Top Business services Financial Advisory & Consulting Companies

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

How this list is built

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

217 Companies

Top Business services Financial Advisory & Consulting Companies

Red Bike Advisors
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
If you're frustrated with disorganized finances, uncertainty about your numbers, last-minute tax preparations, and worries about cash flow, we’ve got you covered. Red Bike Advisors aims to empower small business owners with financial and tax knowledge that significantly enhances value for their busi
Highlights
$1,000+
Min Project Size
10-49
Employees
Wilmington, Delaware, Us
Services Provided+1 Services
30% Accounting Services
25% Tax Preparation Services
20% Financial Advisory & Consulting
15% CFO Services
AI Summary
“Red Bike Advisors supports small businesses and individuals with comprehensive financial services, including accounting, tax strategy, consulting, and forensic accounting, to improve financial clarity and value.”
NBG Chartered Professional Accountant Professional Corporation
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
NBG Chartered Professional Accountant is an accounting firm located in Hamilton that offers a variety of services, including accounting, tax, and business advisory, to individuals and small to medium-sized enterprises. Our extensive offerings encompass corporate and personal tax returns, bookkeeping
Highlights
$1,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
Hamilton, Ontario, Ca
Services Provided
80% Accounting Services
10% Business Consulting Services
10% Financial Advisory & Consulting
AI Summary
“NBG Chartered Professional Accountant offers comprehensive accounting, tax, and advisory services to individuals and small businesses in Hamilton, combining expertise with personalized, strategic support.”
SummitEdge Group, LLC
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
SummitEdge Group, LLC, which is led by veterans and founded by first responders, is an education and consulting firm located in Bend, Oregon. Our team consists of CBDA-certified experts who offer organized guidance on blockchain technology, Bitcoin, Ethereum, and other significant digital assets. We
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
40% Educational Services
35% Business Consulting Services
25% Financial Advisory & Consulting
AI Summary
“SummitEdge Group, LLC is a veteran-led education and consulting firm in Bend, Oregon, specializing in blockchain and digital asset guidance with disciplined, long-term financial strategies.”
Montage Services
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Since 2003, Montage Services, Inc. has been offering international and domestic tax, finance, attest, and business consulting services. We support both established and emerging businesses, along with their owners and high-net-worth individuals. With a global presence and extensive experience working
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
San Francisco, California, Us
Services Provided
40% Tax Consulting
25% Financial Advisory & Consulting
15% Audit Services
20% Business Consulting Services
AI Summary
“Montage Services, Inc. provides comprehensive tax, finance, attest, and business consulting services globally, supporting diverse clients with practical solutions since 2003.”
Wolfsohn Accounting Services
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Since 1956, Wolfsohn Financial Services has delivered consistently excellent client services. Achieving this demands specialized accounting, tax preparation, and consulting that address the challenges of today’s evolving landscape. We have accomplished this through innovation, education, and technol
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Lynbrook, New York, Us
Services Provided
50% Accounting Services
30% Tax Preparation Services
20% Financial Advisory & Consulting
AI Summary
“Since 1956, Wolfsohn Accounting Services provides expert accounting, tax preparation, and consulting, emphasizing innovation and long-term value for evolving client needs.”
The Innovative CPA Group, LLC
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Established in 2017 by Lauren Shugrue and Charles D. Smith, The Innovative CPA Group (ICG) is a leading team of accountants dedicated to providing top-notch tax, accounting, advisory, and planning services for individuals and businesses alike. With key offices in Connecticut, including Bethel, Bridg
Highlights
50-249
Employees
Shelton, Connecticut, Us
Services Provided
50% Accounting Services
30% Tax Preparation Services
20% Financial Advisory & Consulting
AI Summary
“The Innovative CPA Group, established in 2017, delivers comprehensive tax, accounting, advisory, and planning services across Connecticut and nationwide, leveraging technology and collaboration for exceptional client support.”
Arete Ventures
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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.”
135 Madison
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
We assist our clients in organizing their data rooms to secure funding from Seed to Series A and beyond. Our services include developing business plans, pitch decks, and financial models, along with other business support, to help startups foster growth.
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
New York, New York, Us
Services Provided
68% Business Consulting Services
20% Financial Advisory & Consulting
12% Project Management
AI Summary
“135 Madison supports startups by organizing data rooms and providing business plans, pitch decks, financial models, and comprehensive support to secure funding and foster growth.”
CX Collective
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Your customers deserve more. Your team is feeling overwhelmed, and your technology isn’t benefiting you—it’s holding you back. That’s where CX Collective steps in. We are more than just consultants; we are CX architects, problem solvers, and creators of seamless experiences that transform frustrated
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Inglewood, California, Us
Services Provided
40% Customer Support Outsourcing
30% CRM Consulting and SI
20% Business Consulting Services
10% Financial Advisory & Consulting
AI Summary
“CX Collective specializes in designing and optimizing customer experience strategies, leveraging technology and data-driven methods to enhance support operations and foster customer loyalty.”
Healthy Coin LLC
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Healthy Coin is a specialized accounting firm that advocates for the idea that good health is a form of wealth. We offer a range of services, including accounting, tax, finance, and consulting, for both individuals and businesses. Our primary service strategies focus on potential growth, value creat
Highlights
$25-49/hr
Avg Hourly Rate
2-9
Employees
Services Provided
35% Accounting Services
30% Tax Planning
20% Financial Advisory & Consulting
15% Business Consulting Services
AI Summary
“Healthy Coin LLC provides specialized accounting, tax, finance, and consulting services to individuals and businesses, emphasizing growth, value creation, scalability, and sustainability, linking health and wealth.”

«Previous

...

12 1315 16

...

Latest insights & expert perspectives

Explore data-backed surveys with inputs from top industry experts.

Stated minimum project sizes among the firms listed under software development services on Edverise, with the $50,000 band shaded

Vendor Selection

Questions to Ask a Software Development Agency: Six With Proof

A vetting script for second-round agency calls: six questions, the document each answer has to produce, and what a directory listing or a badge really proves.

Nihar Ranjan Rout

10/31/2026

Three software development quotes of $38,000, $94,000 and $210,000 converted to effective hourly rates of $79, $73 and $87.50

Vendor Selection

How to Compare Software Development Quotes Priced 5x Apart

Three bids for the same build are rarely comparable as written. A normalization checklist, a weighted grid adapted from FAR Part 15.3, and the hourly arithmetic.

Akash Mohapatra

10/31/2026

Chart of minimum project size stated by firms listed under AI agent development on Edverise, with the $50,000 band highlighted

Vendor Selection

AI Agent Development Cost: Build, Tokens, Reliability

An AI agent has three costs. Compute the monthly token bill from published list prices, then set the build quote against what listed firms actually charge.

Santanu Prasad Sahoo

10/31/2026

Check All Our Blogs

One Platform. One Promise. One Trust.

Edverise is building the trusted way to find tech vendors. List your company early, or talk to us about backing the platform.