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

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Boris Desancic
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Boris Desancic is the creator of Ascent Wealth Strategies, where he provides guidance to accomplished business owners regarding advanced planning, business organization, and wealth strategy, emphasizing a long-term and actionable approach.
Highlights
2-9
Employees
Services Provided
70% Financial Advisory & Consulting
30% Business Consulting Services
AI Summary
“Boris Desancic, founder of Ascent Wealth Strategies, offers advanced financial planning and wealth management services to business owners across diverse industries, focusing on long-term, actionable strategies.”
Comfort Financial Solutions
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CFS supports individuals and families in creating a secure future by promoting Financial Awareness and offering Risk Management Solutions. Our services include Life Insurance and Annuities. For more details about Comfort Financial Solutions, give us a call at (702) 900-5666 today!
Highlights
10-49
Employees
Las Vegas, Nevada, Us
Services Provided
50% Financial Advisory & Consulting
30% Financial Planning
20% Risk Management Services
AI Summary
“Comfort Financial Solutions offers life insurance, annuities, and risk management services in the U.S., promoting financial awareness to help individuals and families secure their future.”
Paynuity
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To enable companies and financial organizations by delivering top-quality financial technology and exceptional customer support through our cohesive, enterprise-level, global payments platform.
Highlights
10-49
Employees
Orlando, Florida, Us
Services Provided
60% Payment Processing Services
40% Financial Advisory & Consulting
AI Summary
“Paynuity provides enterprise-level, global payment solutions and exceptional customer support, empowering companies and financial organizations with advanced financial technology platforms.”
Specialty Capital LLC
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Specialty Capital was established to address a significant gap: providing financial assistance to small businesses. Conventional lenders often take months to approve and disburse funds, and they frequently deny credit to thriving businesses based on their credit scores, financial statements, or comp
Highlights
10-49
Employees
Queens, New York, Us
Services Provided
40% Financial Advisory & Consulting
60% Business Financing
AI Summary
“Specialty Capital LLC offers small business financing, consulting, and legal advisory services, addressing funding challenges for U.S. businesses to support their growth and financial stability.”
GBFS International
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GBFS International is a leading financial services firm based in New York's Wall Street, providing services to clients globally. We fund genuine projects through top-tier project and development finance, as well as construction and bridge loans, takeout refinancing, and private credit solutions. Add
Highlights
50-249
Employees
New York, New York, Us
Services Provided+1 Services
39% Financial Advisory & Consulting
25% Loan Brokerage Services
15% Accounting Services
11% Compliance Consulting Services
AI Summary
“GBFS International, a New York-based financial services firm, provides diverse financing solutions globally, including project finance, trade credit, and working capital, supporting varied industries with transparent, efficient execution.”
Fast Capital 360
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As a top FinTech firm, we are developing innovative platforms that streamline and enhance every phase of the application, approval, and funding processes, fundamentally changing the way the industry operates.
Highlights
50-249
Employees
Newtown, Pennsylvania, Us
Services Provided
70% Financial Advisory & Consulting
30% Software Development Services
AI Summary
“Fast Capital 360 is a leading FinTech company innovating platforms that streamline application, approval, and funding processes, transforming industry operations effectively and efficiently.”
Pioneer Capital Ltd
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Pioneer Capital Ltd, founded in 2015, is led by a team of experienced and accomplished professionals with over ten years in forex, investment development, and data security. Our premium investment tools and services have spurred rapid growth in response to high demand for our offerings. This allows
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
League City, Texas, Us
Services Provided
69% Financial Advisory & Consulting
16% Cryptocurrency Services
15% Wealth Management
AI Summary
“Pioneer Capital Ltd offers comprehensive financial services—including investment funding, advising, and consulting—leveraging advanced tools and global expertise to support diverse clients' growth and financial goals.”
Great American Credit Repair
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Great American Credit Repair provides services for credit education and restoration. Get back on track financially with their help. Approximately a third of people in the United States have credit scores of 600 or lower, which makes obtaining credit challenging. While the major credit reporting agen
Highlights
10-49
Employees
Orlando, Florida, Us
Services Provided
70% Mortgage Broker Services
30% Financial Advisory & Consulting
AI Summary
“Great American Credit Repair offers credit education and restoration services, helping individuals improve credit scores efficiently by addressing inaccuracies on credit reports to regain financial stability.”
Investor lending
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Are you in search of hard money lenders in Houston? Look no further than Investor Lending! Who We Are: Investor Lending specializes in providing hard money loans in Houston. We offer short-term financing for investors seeking to fund their residential and commercial rehabilitation projects, as well
Highlights
$1,000+
Min Project Size
50-249
Employees
Houston, Texas, Us
Services Provided
60% Financial Advisory & Consulting
40% Loan Brokerage Services
AI Summary
“Investor Lending, based in Houston, offers hard money loans, financial advising, commercial financing, insurance, and accounting services, supporting residential and commercial investment projects for over a decade.”
J
Justin Harnick with New York Life
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My name is Justin Harnick, and I work as a Financial Professional with New York Life and NYLIFE Securities LLC. I assist families and business owners in Franklin, Brentwood, and the larger Nashville region. By utilizing my Two-Bucket Strategy, I help clients achieve a balance between their immediate
Highlights
2-9
Employees
Franklin, Tennessee, Us
Services Provided
70% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“Justin Harnick, a Financial Professional with New York Life, provides personalized financial planning in Nashville, balancing clients' current needs and long-term growth using his Two-Bucket Strategy.”

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Top Financial services Financial Advisory & Consulting Companies

Top Financial services Financial Advisory & Consulting Companies

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Latest insights & expert perspectives

Software Development RFP Template (Free Download)

Fixed Price vs Time and Material vs Outcome-Based Contracts

The Era of the Directory Is Over. Here's What's Replacing It.

One Platform. One Promise. One Trust.