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

206 Companies

Top Financial services Financial Advisory & Consulting Companies

Baker DMMProfile set up by Edverise AI
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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.”
Business Plans USAProfile set up by Edverise AI
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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 InvestProfile set up by Edverise AI
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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.”
LedgerFiProfile set up by Edverise AI
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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 FundProfile set up by Edverise AI
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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.”
GregoryProfile set up by Edverise AI
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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.”
Vessel AdvisorsProfile set up by Edverise AI
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Vessel Advisors is a company offering CFO services aimed at assisting business owners in gaining financial clarity and control. They provide services such as CFO, Financial Controller, and Accounting Manager, along with valuable financial insights and practical recommendations. They have a reputatio
Highlights
$1,000+
Min Project Size
10-49
Employees
Irvine, California, Us
Services Provided
60% Accounting Services
40% Financial Advisory & Consulting
AI Summary
“Vessel Advisors delivers CFO and financial leadership services, enhancing business owners' financial control and transforming accounting functions into profit centers with actionable insights.”
VisibilityProfile set up by Edverise AI
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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.”
Purcell CapitalProfile set up by Edverise AI
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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.”
Freedom CapitalProfile set up by Edverise AI
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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.”

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