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

Vertex Business Plans
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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.”
Vision Sync Solutions
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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.”
Valuator Consulting
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Valuator Consulting is a company located in Croatia that specializes in valuing both private and public enterprises. Assessing a business's value is crucial during transactions such as sales, purchases, or mergers (M&A), where an objective and independent third party is needed to accurately evaluate
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Zagreb, Grad Zagreb, Hr
Services Provided
69% Business Valuation Services
20% Financial Advisory & Consulting
11% Engineering Services
AI Summary
“Valuator Consulting in Croatia offers expert valuation of private and public companies using financial methods like DCF, aiding in transactions and providing value-enhancement recommendations.”
Arete Ventures
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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.”
FINITAC
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At FINITAC, we focus on providing services in Accounts, Tax, Legal, and Financial Advisory to assist businesses around the globe in confidently managing their finances. As a prominent provider of all-encompassing financial services, we specialize in bookkeeping, taxation, and payroll solutions tailo
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Services Provided
39% Accounting Services
30% Tax Consulting
11% Legal Services
20% Financial Advisory & Consulting
AI Summary
“FINITAC delivers comprehensive financial services including accounts, tax, legal, and payroll solutions, enabling businesses worldwide to manage finances efficiently and focus on growth.”
Saffery LLP
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Saffery LLP is a leading chartered accounting firm ranked in the top 20, with nine offices across the UK and additional offices in Dubai, Dublin, Geneva, Guernsey, and Zurich. The firm boasts more than 80 partners and directors, along with a workforce exceeding 1,000 staff members. Our expertise spa
Highlights
1000-9999
Employees
Services Provided
69% Accounting Services
20% Financial Advisory & Consulting
11% Tax Preparation Services
AI Summary
“Saffery LLP, established in 1855, is a top 20 UK chartered accounting firm offering comprehensive services across multiple sectors with international presence and Nexia affiliation.”
GigHz
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GigHz is a strategic advisory and consulting firm led by physicians that connects medicine, innovation, and finance. Established by Dr. Pouyan Golshani, an interventional radiologist and entrepreneur, GigHz assists physicians, founders, and investors in making informed, data-driven choices in areas
Highlights
$50,000+
Min Project Size
2-9
Employees
Services Provided
39% Business Consulting Services
30% Healthcare Consulting
20% Financial Advisory & Consulting
11% Branding Services
AI Summary
“GigHz, led by physicians, provides strategic advisory connecting medicine, innovation, and finance with expertise in real assets, med-tech, AI, licensing, and digital physician profiling.”
RIAH Accounting LLC
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RIAH Accounting is a contemporary, multidisciplinary accounting firm located in Cleveland, Ohio, serving clients across the U.S. with a variety of needs concerning size, industry, products, and services, both in-person and virtually. Our team consists of accountants, analysts, fraud examiners, and t
Highlights
2-9
Employees
Chagrin Falls, Ohio, Us
Services Provided
69% Accounting Services
20% Financial Advisory & Consulting
11% Business Consulting Services
AI Summary
“RIAH Accounting LLC is a Cleveland-based multidisciplinary firm offering comprehensive accounting, fraud examination, and technology solutions nationwide to support businesses at all stages effectively.”
Pacific Crest Group
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Pacific Crest Group is a consulting firm that supports established businesses, startups, and medical practices in the San Francisco Bay Area. We provide a range of services, including payroll processing, benefits administration, comprehensive data processing, accounting reconciliations and reporting
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
San Rafael, California, Us
Services Provided+1 Services
25% Payroll Services
15% Employee Benefits Consulting
20% Accounting Services
20% Financial Advisory & Consulting
AI Summary
“Pacific Crest Group offers comprehensive consulting services including payroll, benefits, accounting, finance, medical billing, HR, and executive support to diverse clients in the San Francisco Bay Area.”
Fintech Harbor Consulting
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Fintech Harbor Consulting serves as a legal partner for businesses in the fintech and Web3 sectors. We focus on areas such as cryptocurrency, iGaming, financial licensing, company registration, tokenization, and legal structuring. Our team provides customized legal solutions to international project
Highlights
10-49
Employees
Services Provided
49% Legal Services
20% Business Formation
16% Compliance Consulting Services
15% Financial Advisory & Consulting
AI Summary
“Fintech Harbor Consulting offers expert legal services in fintech and Web3, supporting global clients with cryptocurrency, licensing, registration, tokenization, and regulatory compliance across key jurisdictions.”

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