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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Top Financial services Financial Advisory & Consulting Companies

  1. Investor lending logo
    Investor lendingProfile set up by Edverise AI
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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.

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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.

  3. Is this your business? Become an Edverise partner & Claim Now

    At N Consulting, we focus on providing high-quality financial modeling services customized for the specific requirements of businesses in diverse sectors. Our skilled team develops comprehensive financial models that facilitate strategic decision-making, enhance financial performance, and promote bu


    Highlights

    $1,000+

    Min Project Size

    2-9

    Employees

    Piraeus, Attica, Gr

    Services Provided
    68% Financial Advisory & Consulting
    20% Business Consulting Services
    12% Project Management
    AI Summary

    N Consulting offers expert financial modeling, forecasting, budgeting, and valuation services across various industries, enabling strategic decision-making and business growth.

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    We focus on assisting small businesses in their growth journey using a caring and pragmatic method. Each business and its owner are unique, and we strive to meet them at their current stage while guiding them towards their goals. Our passion lies in helping business owners manage their finances effe


    Highlights

    $1,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    2-9

    Employees

    Visalia, California, Us

    Services Provided
    70% Business Consulting Services
    30% Financial Advisory & Consulting
    AI Summary

    Aurora Consulting Group, LLC offers tailored financial, accounting, and business consulting services, supporting small businesses with pragmatic strategies to enhance growth and effective financial management.

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    My name is Shavi Morsara, a Canadian financial executive and Chartered Professional Accountant with over 23 years of experience in finance. My background includes progressive senior leadership positions, ultimately leading to Chief Financial Officer roles in both private and public sectors. I have c


    Highlights

    $1,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Port Coquitlam, British Columbia, Ca

    Services Provided
    50% CFO Services
    30% Financial Advisory & Consulting
    20% Business Consulting Services
    AI Summary

    Bridge Financial Consulting, led by Shavi Morsara, offers interim CFO and financial leadership services including strategic planning, financial management, risk assessment, and governance to support organizational growth and transitions.

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    We assist counseling practices in uncovering their complete financial picture and addressing any financial gaps. Our approach involves guiding practice owners towards achieving financial profitability, predictability, and agility through regular monthly meetings.


    Highlights

    $5,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    2-9

    Employees

    Tinley Park, Illinois, Us

    Services Provided
    70% Bookkeeping Services
    30% Financial Advisory & Consulting
    AI Summary

    Navigator Bookkeeping specializes in helping counseling practices achieve financial clarity and stability by providing comprehensive insights and guidance through regular monthly consultations.

  7. Altmaven Capital logo
    Altmaven CapitalProfile set up by Edverise AI
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    Altmaven Capital, located in Toronto, is a firm that focuses on alternative asset management and advisory services. We provide businesses with growth capital through equity and venture debt. Our team excels at creating personalized financial solutions designed to address the specific requirements of


    Highlights

    2-9

    Employees

    Toronto, Ontario, Ca

    Services Provided
    60% Financial Advisory & Consulting
    40% Wealth Management
    AI Summary

    Altmaven Capital is a Toronto-based firm specializing in alternative asset management and financial advisory, offering tailored equity and venture debt solutions to support business growth.

  8. Wald & Company logo
    Wald & CompanyProfile set up by Edverise AI
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    At Wald & Company, we recognize the importance of relationships and see each client as a partner. We genuinely believe that our achievements are tied to your success. We are dedicated to offering personalized attention to all our clients. We take pride in ensuring that the support you receive is bac


    Highlights

    $1,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    2-9

    Employees

    Quincy, Massachusetts, Us

    Services Provided
    50% Customer Support Outsourcing
    50% Financial Advisory & Consulting
    AI Summary

    Wald & Company emphasizes strong client partnerships, delivering personalized financial services backed by extensive expertise and dedicated support to foster mutual success.

  9. E
    Elune FinancialProfile set up by Edverise AI
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    At Elune Financial, we provide a range of loan services for individuals seeking financial assistance.


    Highlights

    $5,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Guelph, Ontario, Ca

    Services Provided
    70% Loan Brokerage Services
    30% Financial Advisory & Consulting
    AI Summary

    Elune Financial offers diverse loan services, assisting individuals with various financial needs through tailored lending solutions and professional support to enhance financial well-being.

  10. Is this your business? Become an Edverise partner & Claim Now

    Established in 1967, Gelfand, Rennert & Feldman ("GR&F") is a premier full-service business management firm catering to entertainers, executives, and select high-net-worth individuals. With eighteen partners and a team of over 200 professionals, we offer extensive financial services across various s


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    250-999

    Employees

    Los Angeles, California, Us

    Services Provided
    59% Financial Advisory & Consulting
    30% Business Consulting Services
    11% Accounting Services
    AI Summary

    Gelfand, Rennert & Feldman is a leading business management firm providing comprehensive financial services to entertainers and high-net-worth clients across entertainment and arts sectors.

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