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

206 Companies

Top Financial services Financial Advisory & Consulting Companies

The Innovative CPA Group, LLCProfile set up by Edverise AI
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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.”
Simplified Solutions Systems LLCProfile set up by Edverise AI
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Simplified Solutions Systems offers comprehensive management consulting services that cover everything from startups to the validation of current processes. Their diverse range of services includes financial analysis, data analytics, course design, training, policy and procedure development, and int
Highlights
$100-149/hr
Avg Hourly Rate
10-49
Employees
Services Provided+1 Services
49% Business Consulting Services
20% Financial Advisory & Consulting
15% Data Analytics Services
10% Training Services
AI Summary
“Simplified Solutions Systems LLC provides comprehensive management consulting, including financial analysis, IT strategy, training, and policy development across diverse industries and organizational needs.”
135 MadisonProfile set up by Edverise AI
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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.”
Frazer, LLPProfile set up by Edverise AI
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Frazer, LLP offers expert tax, financial, and management guidance to companies in the dairy, agribusiness, manufacturing, construction, and real estate sectors across California and the West Coast. We assist these businesses at every phase of their development, from start-up to succession. Since 191
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
50-249
Employees
Brea, California, Us
Services Provided
68% Accounting Services
20% Financial Advisory & Consulting
12% Business Consulting Services
AI Summary
“Frazer, LLP provides comprehensive tax, financial, and management consulting to diverse industries across the West Coast, supporting business growth from start-up through succession since 1918.”
YHB CPAs & ConsultantsProfile set up by Edverise AI
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Since we established our office in 1947, we embarked on a mission to support our community. Today, those foundational values remain highly significant. For us, it transcends mere wealth management, tax auditing, or accounting; it’s about uplifting the individuals who live in this area. We collaborat
Highlights
$1,000+
Min Project Size
$150+/hr
Avg Hourly Rate
50-249
Employees
Winchester, Virginia, Us
Services Provided
50% Accounting Services
30% Tax Consulting
20% Financial Advisory & Consulting
AI Summary
“Established in 1947, YHB CPAs & Consultants provides tailored financial and accounting solutions, emphasizing community engagement and collaborative strategies for individual and organizational growth.”
Vertex Business PlansProfile set up by Edverise AI
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Vertex Consultancy LLC, operating as Vertex Business Plans, is a consultancy located in Florida that specializes in creating business plans tailored for U.S. immigration purposes. We prepare USCIS-compliant plans for visa petitions such as E-2, L-1, EB-2 NIW, and EB-5. Our primary areas of focus inc
Highlights
$1,000+
Min Project Size
2-9
Employees
St. Petersburg, Florida, Us
Services Provided
50% Business Plan Development
25% Financial Advisory & Consulting
14% Engineering Services
11% Visa & Immigration Documentation Services
AI Summary
“Vertex Business Plans specializes in USCIS-compliant immigration business plans, financial models, feasibility studies, and fundraising materials, serving diverse industries and collaborating with entrepreneurs and legal firms.”
Startup CreditProfile set up by Edverise AI
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Discover the power of business credit through our tailored courses aimed at helping veterans and upcoming entrepreneurs achieve financial success. We are dedicated to making the credit-building process easier by equipping you with the essential tools and insights to safeguard your business's future.
Highlights
2-9
Employees
Services Provided
69% Educational Services
20% Financial Advisory & Consulting
11% Business Consulting Services
AI Summary
“Startup Credit offers tailored courses empowering veterans and entrepreneurs to build strong business credit, providing essential tools and insights to secure financial success and sustainable growth.”
Healthy Coin LLCProfile set up by Edverise AI
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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.”
Vision Sync SolutionsProfile set up by Edverise AI
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Vision Sync Solutions is a US-based business process outsourcing (BPO) provider with operational centers in the Philippines and India. Our goal is to assist businesses in optimizing various functions including customer support, call center operations, CCTV monitoring, finance and accounting, payroll
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50-249
Employees
Services Provided
50% Customer Support Outsourcing
21% Financial Advisory & Consulting
15% Payroll Services
14% Security Guard Services
AI Summary
“Vision Sync Solutions, a US-based BPO with centers in the Philippines and India, offers versatile outsourcing services including customer support, finance, payroll, CCTV monitoring, and tech support with scalable, quality-driven teams.”
Jason Ding, CPA Inc.Profile set up by Edverise AI
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Jason Ding, CPA has more than two decades of extensive experience in corporate accounting, taxation, and financial planning. Having worked with both large public and private companies, we take pride in providing comprehensive solutions tailored for smaller entrepreneurs. Drawing on years of expertis
Highlights
2-9
Employees
Surrey, British Columbia, Ca
Services Provided
50% Accounting Services
30% Tax Consulting
20% Financial Advisory & Consulting
AI Summary
“Jason Ding, CPA Inc. offers expert corporate accounting, taxation, and financial planning services, delivering tailored solutions and business insights to small entrepreneurs with over 20 years of experience.”

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