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

N CONSULTING PREMIUM FINANCIAL SERVICES SINGLE P.C.
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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.”
Aurora Consulting Group, LLC
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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.”
Bridge Financial Consulting
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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.”
Altmaven Capital
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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.”
E
Elune Financial
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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.”
Gelfand, Rennert & Feldman
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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.”
Baker DMM
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Baker DMM was founded in 2012 and offers financial oversight services for individuals who are elderly or have disabilities. Our goal is to safeguard them against financial exploitation and fraud.
Highlights
$50-99/hr
Avg Hourly Rate
2-9
Employees
Atlanta, Georgia, Us
Services Provided
59% Financial Advisory & Consulting
25% Health and Wellness Services
16% Advocacy Services
AI Summary
“Baker DMM, founded in 2012, provides financial oversight services to protect elderly and disabled individuals from financial exploitation and fraud through professional safeguarding solutions.”
Genesis Wealth Advisor Group, LLC
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Assisting Individuals, Families & Business Owners in Creating, Safeguarding & Transferring Wealth Genesis Wealth Advisor Group, LLC is an independent fiduciary financial advisor located in Marlton, New Jersey, catering to clients in South Jersey, Greater Philadelphia, and throughout NJ, PA, DE, NY,
Highlights
2-9
Employees
Evesham, New Jersey, Us
Services Provided
34% Financial Planning
33% Financial Advisory & Consulting
33% Insurance Services
AI Summary
“Genesis Wealth Advisor Group, LLC provides fiduciary financial advising, wealth management, retirement planning, and tax-efficient strategies to individuals, families, and business owners across multiple U.S. states.”
Business Plans USA
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We'll create the business plan and pinpoint any potential gaps that might result in a funding request being rejected. Our professionalism will help persuade any lender that you are an expert in your field and possess the necessary skills to turn your vision into reality.
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Irvine, California, Us
Services Provided
50% Business Plan Development
50% Financial Advisory & Consulting
AI Summary
“Business Plans USA offers expert business consulting, financial advising, and market research to develop comprehensive business plans that secure funding and support strategic growth within the US market.”
DYNAX Invest
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We support startup companies in their financial and business development by helping them grow rapidly. Our primary focus is on securing funding for early-stage tech firms, especially during Seed, Series A, and Series B funding rounds. The company has a strong presence in Europe, the USA, and Asia, b
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
2-9
Employees
Sofia, Sofia, Bg
Services Provided
60% Financial Advisory & Consulting
40% Business Consulting Services
AI Summary
“DYNAX Invest accelerates early-stage tech startups by securing funding and fostering business growth, leveraging a global network across Europe, the USA, and Asia.”

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