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.

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Top Business services Financial Advisory & Consulting Companies

  1. Truebluepartners logo
    TruebluepartnersProfile set up by Edverise AI
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    We offer mergers and acquisitions (M&A) advisory services and facilitated private capital financing to entrepreneurs, business owners, and operators in the Information Technology sector, assisting them in acquiring, expanding, funding, or monetizing their businesses.


    Highlights

    $1,000+

    Min Project Size

    25-49

    Avg Hourly Rate

    10-49

    Employees

    San Francisco Bay Area, California, Us

    Services Provided
    60% Mergers & Acquisitions Consulting
    40% Financial Advisory & Consulting
    AI Summary

    Truebluepartners provides comprehensive M&A advisory and private capital financing services to entrepreneurs and businesses, enabling growth, investment, and strategic transitions within the Information Technology sector.

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

    At Neuman + Associates, we view your financial well-being as encompassing more than just the amount in your checking account. We collaborate with you to align all facets of your financial situation. Our team is committed to providing you with top-notch assistance and implementation of:


    Highlights

    $1,000+

    Min Project Size

    100-149

    Avg Hourly Rate

    10-49

    Employees

    Los Angeles, California, Us

    Services Provided
    50% Financial Planning
    50% Financial Advisory & Consulting
    AI Summary

    Neuman + Associates collaborates closely with clients to holistically manage financial well-being, offering comprehensive, high-quality guidance and implementation across all aspects of personal financial situations.

  3. J&M Capital logo
    J&M CapitalProfile set up by Edverise AI
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    J&M Capital offers financial and intellectual resources that empower clients to implement projects that positively influence their local environment. We collaborate with clients across North America in Consulting, Capital, and Leadership. Our commitment to the efficient use of capital is central to


    Highlights

    $1,000+

    Min Project Size

    100-149

    Avg Hourly Rate

    2-9

    Employees

    Vancouver, British Columbia, Ca

    Services Provided
    50% Financial Advisory & Consulting
    30% Business Consulting Services
    20% Leadership Development
    AI Summary

    J&M Capital provides financial, consulting, and leadership resources across North America, supporting clients from startups to enterprises in projects that positively impact local environments efficiently and effectively.

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

    Founded in 1978, S. Gordon Corporation (SGC) is a leading entrepreneurial accounting and business advisory firm located north of Boston, serving clients at local, national, and international levels. As a certified CPA firm, we offer standard accounting, financial statement, and tax services. However


    Highlights

    $1,000+

    Min Project Size

    100-149

    Avg Hourly Rate

    2-9

    Employees

    Burlington, Massachusetts, Us

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

    Founded in 1978 near Boston, S. Gordon Corporation is a certified CPA firm specializing in accounting, tax, and entrepreneurial advisory services for diverse clients locally and globally.

  5. Montag & Caldwell logo
    Montag & CaldwellProfile set up by Edverise AI
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    Established in 1945, Montag & Caldwell is a registered investment advisory firm with the SEC that aims to deliver investment returns through skilled and disciplined fundamental analysis of individual securities. By employing our unique, proven investment strategies, we strive to assist our clients i


    Highlights

    10-49

    Employees

    Atlanta, Georgia, Us

    Services Provided
    70% Wealth Management
    30% Financial Advisory & Consulting
    AI Summary

    Montag & Caldwell, founded in 1945, is an SEC-registered investment advisory firm delivering disciplined, fundamental analysis-based investment strategies to help clients reach financial goals.

  6. Visibility logo
    VisibilityProfile set up by Edverise AI
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    Technology Advisory Firm in the Finance Sector


    Highlights

    $100,000+

    Min Project Size

    50-99

    Avg Hourly Rate

    2-9

    Employees

    Services Provided
    50% Other IT Consulting and SI
    50% Financial Advisory & Consulting
    AI Summary

    Visibility is a technology advisory firm specializing in the finance sector, offering expert guidance to enhance technological strategies and optimize financial operations effectively.

  7. VentureCount logo
    VentureCountProfile set up by Edverise AI
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    We offer a wide range of financial and accounting services tailored for small and medium-sized businesses. Our team utilizes online financial and document management systems, along with industry best practices, to operate more efficiently, swiftly, and accurately than an in-house finance team or oth


    Highlights

    $1,000+

    Min Project Size

    100-149

    Avg Hourly Rate

    10-49

    Employees

    Washington, District Of Columbia, Us

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

    VentureCount delivers comprehensive financial and accounting services for small and medium businesses, leveraging online platforms and best practices to ensure efficient, accurate, and accessible client solutions.

  8. Bankai Group logo
    Bankai GroupProfile set up by Edverise AI
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    Bankai Group is a well-known global leader in the ICT and services industry, focusing on Wholesale and Retail Voice as well as Telecom Technology. The company's Carrier division has unique traffic agreements with enterprise clients, mobile network operators (MNOs), mobile virtual network operators (


    Highlights

    250-999

    Employees

    Garden City, New York, Us

    Services Provided
    70% IT Infrastructure & Hosting Services
    30% Financial Advisory & Consulting
    AI Summary

    Bankai Group is a global ICT leader providing wholesale and retail voice services, telecom technologies, and innovative digital financial and revenue management solutions worldwide.

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

    Robinomics Consulting offers business plans based on data, market research, feasibility studies, and financial analysis tailored for immigration, funding, and investment choices. We focus on creating detailed, customized deliverables for U.S. immigration issues, including E-2, EB-2 NIW, EB-5, and L-


    Highlights

    $1,000+

    Min Project Size

    25-49

    Avg Hourly Rate

    2-9

    Employees

    Chicago, Illinois, Us

    Services Provided
    32% Business Plan Development
    18% Market Research & Competitive Intelligence
    50% Financial Advisory & Consulting
    AI Summary

    Robinomics Consulting specializes in data-driven, customized business plans and market research for U.S. immigration visas, funding, and investment, supporting founders and legal teams with thorough, professional analysis.

  10. DB Credit Repair logo
    DB Credit RepairProfile set up by Edverise AI
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    At DB Credit Repair in Mt Kisco, NY, we don’t just fix credit; we assist in restoring financial futures. Our goal is to empower individuals and families to navigate credit challenges, unlock new possibilities, and establish lasting financial stability. With effective strategies, expert advice, and t


    Highlights

    2-9

    Employees

    Services Provided
    70% Mortgage Broker Services
    30% Financial Advisory & Consulting
    AI Summary

    DB Credit Repair in Mt Kisco, NY specializes in restoring financial stability by improving credit scores, reducing debt anxiety, and providing personalized solutions for better financial opportunities.

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