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

LedgerFi
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LedgerFi was established by accounting and tax experts from diverse backgrounds who were frustrated with how small and medium-sized businesses were often overlooked. The company collaborates with leading fintech firms globally to develop innovative strategies that assist small businesses in organizi
Highlights
10-49
Employees
Cupertino, California, Us
Services Provided
69% Accounting Services
20% Financial Advisory & Consulting
11% Business Strategy & Planning
AI Summary
“LedgerFi partners with global fintech leaders to provide innovative financial solutions, empowering small and medium-sized businesses to better manage finances and foster growth.”
McKenna Fund
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We are a brokerage company that provides clients with loans featuring low monthly payment options.
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Kitchener, Ontario, Ca
Services Provided
79% Loan Brokerage Services
21% Financial Advisory & Consulting
AI Summary
“McKenna Fund is a brokerage specializing in loan services, offering clients low monthly payment solutions to facilitate accessible financing options.”
Gregory
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Established in 1990, Gregory ranks as the 38th largest integrated communications agency in the nation, employing over 120 full-time professionals and serving clients worldwide. We have offices located in New York City, Boston, Philadelphia, and London. According to O'Dwyer's PR, Gregory is recognize
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Ardmore, Pennsylvania, Us
Services Provided
60% Public Relations
40% Financial Advisory & Consulting
AI Summary
“Gregory, a top U.S. integrated communications agency founded in 1990, excels in PR, digital marketing, and AI-driven strategies across real estate, finance, and global markets.”
Purcell Capital
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We provide commercial loans and various financial solutions tailored specifically for entrepreneurs and business owners looking to expand their ventures without the burden of overwhelming debt. To find out if you qualify for one of our loan programs, simply visit our website and complete the brief f
Highlights
2-9
Employees
Services Provided
60% Financial Advisory & Consulting
40% Loan Brokerage Services
AI Summary
“Purcell Capital offers tailored commercial financing, business consulting, and merger advisory services to entrepreneurs, supporting business growth through flexible financial solutions and industry expertise.”
Visibility
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Technology Advisory Firm in the Finance Sector
Highlights
$100,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
50% Other IT Consulting and SI
50% Financial Advisory & Consulting
AI Summary
“Visibility is a technology advisory firm specializing in the finance sector, offering expert guidance to enhance technological strategies and optimize financial operations effectively.”
Freedom Capital
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Do you struggle with poor credit, low income, or being over-leveraged and need options beyond traditional lending? Are you fed up with bank bureaucracy and red tape? Don't worry; we have the answer! We offer a variety of solutions, including Commercial or Personal Real Estate loans, Private Financin
Highlights
10-49
Employees
Surrey, British Columbia, Ca
Services Provided
60% Mortgage Broker Services
40% Financial Advisory & Consulting
AI Summary
“Freedom Capital delivers diverse alternative mortgage solutions in Canada, assisting clients with financing challenges through commercial, residential, private loans, and foreclosure prevention services efficiently.”
Sagent Management
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Sagent Management is a professional financial and tax services company that offers tailored solutions for businesses at every level and stage. Whether you require accounting, consulting, tax, or management services, Sagent has the knowledge and experience to support you in reaching your objectives.
Highlights
50-249
Employees
Milpitas, California, Us
Services Provided
40% Accounting Services
25% Financial Advisory & Consulting
20% Tax Consulting
15% Business Consulting Services
AI Summary
“Sagent Management provides comprehensive financial, tax, accounting, consulting, and management services globally, supporting businesses with tailored solutions for growth, compliance, and strategic success.”
Fidelman & Company
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Fidelman & Company assists entrepreneurs and investment funds in securing capital, getting ready to sell a business, or acquiring another company. We create the pitch deck, financial model, valuation analysis, business plan, due diligence materials, and all other necessary documents for a transactio
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Westport, Connecticut, Us
Services Provided
50% Financial Advisory & Consulting
30% Investor Relations
20% Fund Development
AI Summary
“Fidelman & Company supports entrepreneurs and investors by preparing transactional documents and offering Fundraise as a Service, facilitating capital acquisition and business sales through remote operations.”
Bobby M Collins
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Bobby M. Collins is an expert in annuity education located in the Dallas/Fort Worth area, including North Texas. With a wealth of experience, he focuses on aiding retirees and individuals approaching retirement throughout the Metroplex, Denton County, Amarillo, North Texas, and Abilene. He assists c
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Wichita Falls, Texas, Us
Services Provided
70% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“Bobby M. Collins specializes in annuity education and retirement planning across Texas, helping clients enhance income, reduce taxes, and secure long-term financial stability through tailored solutions.”
Green Zone Capital
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Green Zone Capital is a private investment management and research firm designed for high-net-worth individuals, family offices, and institutional investors. We focus on providing unique investment opportunities through in-depth market analysis, strategic capital allocation, and top-tier approaches
Highlights
$100,000+
Min Project Size
2-9
Employees
Services Provided
58% Wealth Management
20% Financial Advisory & Consulting
11% Research Services
11% Data Analytics Services
AI Summary
“Green Zone Capital offers tailored investment management for high-net-worth clients, utilizing advanced analytics across diverse assets to optimize portfolios with privacy and strategic market insights.”

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