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

Sagent ManagementProfile set up by Edverise AI
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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 & CompanyProfile set up by Edverise AI
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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 CollinsProfile set up by Edverise AI
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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.”
Exit Mergers & AcquisitionsProfile set up by Edverise AI
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Are you prepared to make an exit? When you decide to sell your agency or business, finding trustworthy assistance can be challenging. We specialize in the buying and selling of marketing agencies and various local businesses. With a network of over 3,000 pre-qualified buyers and investors, we can he
Highlights
$250,000+
Min Project Size
2-9
Employees
Raytown, Missouri, Us
Services Provided
38% Business Consulting Services
30% Financial Advisory & Consulting
20% Project Management
12% Marketing Services
AI Summary
“Exit Mergers & Acquisitions specializes in buying and selling marketing agencies and local businesses, offering exit strategies, valuations, and a structured 7-step process to ensure smooth transactions.”
Green Zone CapitalProfile set up by Edverise AI
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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.”
Inbanet Direct Hard Money LenderProfile set up by Edverise AI
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INBANET functions as a Direct Hard Money and Non-Prime/Stated Lender, offering loans for various types of Commercial and Residential properties, excluding mobile and manufactured homes. Our standout feature is the hassle-free, streamlined closing process. We provide prompt support and responses—typi
Highlights
10-49
Employees
Downey, California, Us
Services Provided
70% Loan Brokerage Services
30% Financial Advisory & Consulting
AI Summary
“Inbanet Direct Hard Money Lender offers streamlined, equity-based loans for commercial and residential properties nationwide, focusing on fast closings, minimal documentation, and flexible financing options.”
Acquisition Experts LLCProfile set up by Edverise AI
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Linking exceptional buyers with outstanding businesses in Florida, we ensure completely confidential business transactions. Our goal is to provide a smooth and cohesive client journey from start to finish. Our team of brokers is committed to the essential value of ethical and discreet business broke
Highlights
2-9
Employees
Stuart, Florida, Us
Services Provided
60% Business Consulting Services
40% Financial Advisory & Consulting
AI Summary
“Acquisition Experts LLC delivers confidential, ethical business brokerage and financial advising in Florida, guiding clients through seamless transactions to achieve long-term business and financial success.”
Telescope Recruitment LtdProfile set up by Edverise AI
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Telescope Recruitment Ltd is a recruitment agency focused on Finance and Accountancy, located in Worcestershire. We specialize in supplying talent for the Finance and Accountancy sector, encompassing Shared Services. Our goal at Telescope Recruitment is to comprehend your future staffing requirement
Highlights
Norton, England, Gb
Services Provided
89% Recruitment & Staffing Services
11% Financial Advisory & Consulting
AI Summary
“Telescope Recruitment Ltd is a UK-based agency specializing in finance and accountancy recruitment, leveraging industry expertise to connect clients with qualified candidates efficiently.”
Day CPAProfile set up by Edverise AI
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Our firm is among the top firms in the region. By leveraging our expertise, experience, and the enthusiasm of our team, we ensure that each client receives dedicated personal and professional care. Our commitment to high standards, exceptional service, and specialized staff sets us apart from other
Highlights
2-9
Employees
Vancouver, Washington, Us
Services Provided
50% Accounting Services
30% Tax Preparation Services
20% Financial Advisory & Consulting
AI Summary
“Day CPA excels in delivering comprehensive financial services with expert, responsive support, fostering client trust through high standards, personalized care, and a commitment to continual professional excellence.”
Profitwave360 LLCProfile set up by Edverise AI
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ProfitWave360 is a contemporary accounting and financial advisory firm that offers bookkeeping, tax compliance, and CFO-level services to small and mid-sized enterprises. Our primary goal is to provide precise, timely, and strategic financial solutions that empower business owners to make informed c
Highlights
2-9
Employees
Alexandria, Virginia, Us
Services Provided
39% Accounting Services
30% Tax Preparation Services
20% Financial Advisory & Consulting
11% CFO Services
AI Summary
“ProfitWave360 LLC provides remote, technology-driven accounting and financial advisory services, including bookkeeping, tax compliance, and strategic CFO support, empowering small to mid-sized businesses across sectors.”

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