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.

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

204 Companies

Top Financial services Financial Advisory & Consulting Companies

Sandhu Capital
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
We are mortgage brokers who focus on innovative financing options for intricate and large-scale projects related to land acquisition loans and construction funding for extensive developments, including high-rise, mid-rise, low-rise condominiums, townhouse projects, agricultural lands, and industrial
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
69% Mortgage Broker Services
20% Real Estate Development
11% Financial Advisory & Consulting
AI Summary
“Sandhu Capital provides innovative mortgage financing solutions for complex land acquisition, construction projects, and residential transactions, leveraging strong lender relationships to secure competitive rates.”
Wiley Financial
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
At Wiley Financial Services, we prioritize assisting our clients in several key areas: Business Valuations, Auditing, and Cash Flow Assessment. Our team includes a Certified Appraiser, Accountant, Financial Consultant, and CFO, all with over 20 years of experience across diverse industries such as r
Highlights
50-249
Employees
Services Provided
40% Business Valuation Services
30% Audit Services
30% Financial Advisory & Consulting
AI Summary
“Wiley Financial Services offers expert business valuations, auditing, and cash flow assessment with a seasoned team experienced across diverse industries, delivering comprehensive financial solutions.”
Pride BPO
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Pride BPO is a prominent firm specializing in business process optimization, committed to offering a variety of services to an expanding and diverse client base. The company collaborates with clients to provide comprehensive solutions, including process re-engineering, finance and accounting, human
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50-249
Employees
New York, New York, Us
Services Provided
40% Business Process Outsourcing
20% Financial Advisory & Consulting
20% HR Consulting Services
20% Analytics Services
AI Summary
“Pride BPO delivers comprehensive business process optimization services, specializing in finance, HR, analytics, and operations across insurance, healthcare, and financial sectors to diverse clients.”
Mann Mortgage
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Mann Mortgage is a reliable, family-operated home lending firm located in Montana and authorized in over 30 states. We provide a variety of loan options, including conventional loans, renovation loans, creative construction loans, and reverse mortgages. Since our establishment in 1989, we have remai
Highlights
250-999
Employees
Kalispell, Montana, Us
Services Provided
69% Mortgage Broker Services
20% Loan Brokerage Services
11% Financial Advisory & Consulting
AI Summary
“Mann Mortgage is a family-operated Montana-based lender authorized in 30+ states, offering diverse home loan options and supporting borrowers since 1989 with quality services.”
Books and Balances Inc
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Utilize your funds effectively by exploring the significance of the financial services available at Books And Balances INC. Together, let's transform economic development.
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
50-249
Employees
Houston, Texas, Us
Services Provided
59% Accounting Services
21% Financial Advisory & Consulting
20% Business Consulting Services
AI Summary
“Books and Balances Inc. offers comprehensive financial services focused on effective fund management and supporting economic development through tailored financial solutions.”
KSJG LLP
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
KSJG is a well-known CPA firm in Orange County. Our team consists of more than 60 dedicated professionals who are committed to guiding our clients toward success. We achieve this through our core values of Integrity, Respect, Unity, Loyalty, and Excellence. We maintain a close relationship with ever
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
50-249
Employees
Irvine, California, Us
Services Provided
69% Accounting Services
20% Financial Advisory & Consulting
11% Business Consulting Services
AI Summary
“KSJG LLP is a reputable Orange County CPA firm with over 60 professionals, dedicated to client success through integrity, teamwork, and maximizing profitability across diverse financial services.”
GICTD- Global Intelligence
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Global Intelligence Company (GICTD) is a limited liability company (LLC) founded in Baghdad, Iraq, to offer a range of professional services that comply with the latest international standards while aligning with local laws and regulations in business consulting, training, development, and recruitme
Highlights
$25,000+
Min Project Size
2-9
Employees
Baghdad, Baghdad, Iq
Services Provided+1 Services
44% Business Consulting Services
26% Financial Advisory & Consulting
10% Logistics Services
10% Training Services
AI Summary
“GICTD is an Iraqi LLC offering comprehensive professional services including consulting, training, IT, and recruitment, emphasizing professionalism, independence, and collaboration with international organizations.”
Salient Accounting & Finance
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
At Salient Accounting & Finance, we are seasoned and reliable accountants and financial advisors ready to assist individuals, entrepreneurs, business partners, and larger companies with all their financial needs. Whether it's wealth planning, tax matters, corporate restructuring, or mortgages, we po
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
London, England, Gb
Services Provided
39% Accounting Services
30% Financial Advisory & Consulting
20% Tax Consulting
11% Business Consulting Services
AI Summary
“Salient Accounting & Finance offers expert accounting, financial advisory, and investment services in the UK, supporting individuals and businesses with tax, planning, and corporate restructuring needs.”
SustainOpp
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
SustainOpp operates as an independent collaborator for organizations seeking tangible advancements in sustainability. Our mission is to bridge the divide between sustainability goals and actual performance in portfolios, operations, and reporting. We leverage extensive expertise in ESG regulations,
Highlights
2-9
Employees
Services Provided
60% Environmental Consulting
30% Business Consulting Services
5% Financial Advisory & Consulting
5% Fundraising & Investor Readiness Consulting
AI Summary
“SustainOpp partners with organizations to advance sustainability by bridging goals with performance, leveraging ESG expertise to implement practical strategies, policies, and systems for tangible outcomes.”
CFO SERVICES LLP
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
CFO Services LLP distinguishes itself by focusing solely on SMEs and startups, merging strategic advice with practical implementation. Unlike conventional CFO firms, we immerse ourselves in your business, developing customized solutions, facilitating execution, and ensuring results. We go beyond mer
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50-249
Employees
Services Provided
69% CFO Services
20% Financial Advisory & Consulting
11% Business Consulting Services
AI Summary
“CFO Services LLP specializes in providing tailored financial leadership and strategic execution exclusively for SMEs and startups, acting as committed partners to foster sustainable growth.”

«Previous

...

11 1214 15

...

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.