Top Financial services Financial Advisory & Consulting Companies

Discover Financial Advisory & Consulting companies serving the Financial services 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

204 Companies

Top Financial services Financial Advisory & Consulting Companies

Anatona LLP
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Anatona LLP is a capital advisory firm that focuses on growth and exit strategies. It assists small and medium-sized enterprises (SMEs) in achieving results through affordable solutions and unbiased financial services. Located in Vancouver, Anatona has successfully supported numerous Canadian SMEs,
Highlights
$5,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
West Vancouver, British Columbia, Ca
Services Provided
50% Business Plan Development
33% Financial Advisory & Consulting
17% Succession Planning
AI Summary
“Anatona LLP, based in Vancouver, is a capital advisory firm offering unbiased financial services and growth strategies to support SMEs, financial institutions, and consulting agencies in achieving objectives.”
SummitEdge Group, LLC
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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.”
Investment Science, LLC.
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Michael Kelly and his team at Investment Science provide specialized financial and business consulting services in New York. Their consulting services focus on Business Driven Consulting, Strategic Growth Consulting, and Technology Enablement Consulting. With a rich history and proven success in the
Highlights
2-9
Employees
New York, New York, Us
Services Provided
50% Other IT Consulting and SI
32% Financial Advisory & Consulting
18% Business Consulting Services
AI Summary
“Investment Science, LLC offers expert consulting in business strategy, growth, and technology enablement, leveraging extensive financial industry experience to support diverse business advancements.”
CapStonePlanet (P) Limited
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CapStonePlanet, a prominent provider of underwriting, Business Process Outsourcing (BPO), and Knowledge Process Outsourcing (KPO) services, offers businesses a cost-effective solution for enhancing their corporate operations. Recognized as the leading outsourcing agency in India, we enable companies
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50-249
Employees
Udaipur, Rajasthan, In
Services Provided
50% CRM Consulting and SI
38% Business Process Outsourcing
12% Financial Advisory & Consulting
AI Summary
“CapStonePlanet is a leading Indian outsourcing firm offering underwriting, BPO, and KPO services, enabling businesses to optimize operations with tailored, cost-effective solutions across sectors.”
luminareia
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Lumina Real Estate Investment Advisors, Inc. is a specialized advisory firm in the real estate sector, offering analytical, marketing, and advisory services. With more than 15 years of combined experience totaling over $6 billion, Lumina’s leadership has a varied background that includes real estate
Highlights
$5,000+
Min Project Size
2-9
Employees
Austin, Texas, Us
Services Provided
50% Real Estate Consulting
30% Financial Advisory & Consulting
20% Marketing Services
AI Summary
“Lumina Real Estate Investment Advisors, Inc. offers expert analytical, marketing, and advisory services to real estate developers, private equity firms, and brokers, leveraging over $6 billion experience.”
Talentprobe Due Diligence
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Talentprobe Due Diligence is a global provider of employment screening services, founded in 1996 by a team of industry experts and intelligence professionals with backgrounds in business, information technology, and private investigations. Today, Talentprobe assists numerous companies in making info
Highlights
< $25/hr
Avg Hourly Rate
250-999
Employees
Services Provided
70% Background Verification Services
30% Financial Advisory & Consulting
AI Summary
“Established in 1996, Talentprobe Due Diligence offers global employment screening, HR consulting, and back-office outsourcing services to enhance informed hiring and operational efficiency.”
Cornell Mortgages
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Cornell Mortgages is represented by Cornell K. Haynes, a Level 2 Mortgage Agent and expert in commercial mortgages who also handles residential mortgages. With over 13 years of experience in real estate investment, Cornell is highly qualified to help you secure your mortgage financing. His backgroun
Highlights
2-9
Employees
Toronto, Ontario, Ca
Services Provided
58% Mortgage Broker Services
30% Financial Advisory & Consulting
12% Real Estate Marketplace Services
AI Summary
“Cornell Mortgages, led by industry expert Cornell K. Haynes, offers comprehensive mortgage solutions including commercial, residential, bridge loans, and real estate investment financing with over 13 years experience.”
spectup
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Spectup facilitates fundraising for companies in the growth stage, while spectupX specializes in private placements for businesses and funds that aim to attract limited partners, family offices, and pension funds. At spectup, we collaborate with founders who have gained traction and are poised to ex
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Munich, Bavaria, De
Services Provided
35% Business Financing
35% Financial Advisory & Consulting
30% Fundraising & Investor Readiness Consulting
AI Summary
“Spectup is a capital advisory firm that streamlines fundraising and private placements for growth-stage companies and funds using proprietary technology to connect investors like LPs, family offices, and pension funds efficiently.”
Vintti
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Vintti is a remote staffing agency that assists businesses in expanding by linking them with top talent from Latin America. Focusing on outsourcing roles in accounting, finance, and operations, Vintti offers access to highly qualified remote accountants, financial analysts, and back-office professio
Highlights
< $25/hr
Avg Hourly Rate
50-249
Employees
Services Provided
59% Recruitment & Staffing Services
25% Accounting Services
16% Financial Advisory & Consulting
AI Summary
“Vintti is a remote staffing agency specializing in accounting, finance, and operations, connecting businesses with skilled Latin American professionals for cost-effective, culturally aligned remote teams.”
Vessel Advisors
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Vessel Advisors is a company offering CFO services aimed at assisting business owners in gaining financial clarity and control. They provide services such as CFO, Financial Controller, and Accounting Manager, along with valuable financial insights and practical recommendations. They have a reputatio
Highlights
$1,000+
Min Project Size
10-49
Employees
Irvine, California, Us
Services Provided+1 Services
20% Accounting Services
20% Business Consulting Services
20% Financial Planning
20% Financial Advisory & Consulting
AI Summary
“Vessel Advisors delivers CFO and financial leadership services, enhancing business owners' financial control and transforming accounting functions into profit centers with actionable insights.”

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