Top Insurance Financial Advisory & Consulting Companies

Discover Financial Advisory & Consulting companies serving the Insurance 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

1,007 Companies

Top Insurance Financial Advisory & Consulting Companies

AMERICANIRAProfile set up by Edverise AI
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Transferring a Traditional IRA into a Self-Directed Roth IRA can be a smart financial decision, allowing you to enjoy tax-free growth and withdrawals in retirement. First, verify your eligibility for a Roth IRA; remember that while there are no income restrictions for conversions, Roth IRAs do impos
Highlights
10-49
Employees
Asheville, North Carolina, Us
Services Provided
60% Financial Advisory & Consulting
40% Tax Consulting
AI Summary
“AMERICANIRA specializes in facilitating Traditional IRA to Self-Directed Roth IRA conversions, enabling clients to access diverse investment options and benefit from tax-free growth in retirement.”
FocalPointProfile set up by Edverise AI
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FocalPoint Partners, part of B. Riley Financial, is a prominent investment bank focused on the middle market. They specialize in mergers and acquisitions, private placements of both debt and equity, financial restructuring, and transactions involving unique situations. With offices in Los Angeles, C
Highlights
1000-9999
Employees
Los Angeles, California, Us
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“FocalPoint Partners, part of B. Riley Financial, is a middle-market investment bank specializing in M&A, private placements, and financial restructuring across diverse industries with global offices.”
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Westcap WealthProfile set up by Edverise AI
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Our unique method enables us to deliver top-notch services customized to your specific requirements. We understand that each individual's financial situation is different, and we strive to identify solutions that suit you best.
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50-249
Employees
Calgary, Alberta, Ca
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“Westcap Wealth offers personalized financial services tailored to individual needs, leveraging a unique approach to deliver optimal solutions across various financial circumstances.”
Solganick & Co.Profile set up by Edverise AI
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We are an investment banking and M&A advisory firm that focuses solely on technology services, software, and healthcare IT companies, employing a data-driven approach. Established in 2009 by seasoned professionals, Solganick has built a strong reputation for delivering tangible advisory value to own
Highlights
$250,000+
Min Project Size
10-49
Employees
Los Angeles, California, Us
Services Provided
58% Financial Advisory & Consulting
25% Business Consulting Services
17% Investor Relations
AI Summary
“Solganick & Co. is a specialized investment banking firm providing data-driven advisory services in technology, software, and healthcare IT, excelling in complex M&A and capital raising for founder-led businesses.”
Simion AdvisoryProfile set up by Edverise AI
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We provide precise, data-driven analysis and transaction assistance for complex, high-stakes projects pursued by corporations aiming for growth, efficiency, and investor trust. Our offerings include financial models, transaction support, strategic plans, and operational enhancement strategies that e
Highlights
$1,000+
Min Project Size
2-9
Employees
New York, New York, Us
Services Provided
60% Financial Advisory & Consulting
20% Business Consulting Services
20% Business Strategy & Planning
AI Summary
“Simion Advisory offers expert financial modeling, strategic planning, valuation, and operational efficiency services, empowering corporations with data-driven insights for informed, high-impact decisions.”
Capital ConceptsProfile set up by Edverise AI
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About Us If you're a real estate investor seeking funding for your fix-and-flip or rehabilitation projects, hard money loans are a great option. Capital Concepts provides competitive hard money loans for real estate investors in San Antonio. We offer loans specifically designed to assist investors i
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50-249
Employees
Houston, Texas, Us
Services Provided
59% Financial Advisory & Consulting
30% Real Estate Investment
11% Loan Brokerage Services
AI Summary
“Capital Concepts offers specialized financial services including hard money, conventional, refinancing, and commercial loans, supporting U.S. real estate investors with tailored funding solutions.”
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.”
Anny.BizProfile set up by Edverise AI
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Provides fractional CFO and M&A advisory services to rapidly growing businesses, primarily focusing on venture-backed and high-growth private companies. - Secured over $75 million in venture capital. - Successfully completed numerous fractional CFO projects. - Assisted in the sale of 10 companie
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
60% Financial Advisory & Consulting
40% Business Consulting Services
AI Summary
“Anny.Biz offers fractional CFO and M&A advisory services to high-growth, venture-backed companies, supporting capital raising, due diligence, and business sales with extensive industry experience.”
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Commonwealth Capital FundingProfile set up by Edverise AI
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Commonwealth Capital Funding was founded by experienced professionals from the finance sector specializing in services and products for small business funding. Conventional banks often pose challenges for small businesses seeking quick access to capital for growth and profitability.
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
2-9
Employees
Los Angeles, California, Us
Services Provided
60% Financial Advisory & Consulting
40% Business Financing
AI Summary
“Commonwealth Capital Funding specializes in providing tailored financial solutions and quick access to capital for small businesses, addressing challenges posed by conventional banks.”
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California Private LendersProfile set up by Edverise AI
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We are a direct lender providing private money for real estate in California. Our lending services cover apartments, commercial spaces, industrial properties, mixed-use developments, and single-family homes. We do not charge any upfront fees and ensure the protection of all brokers. Contact Christop
Highlights
2-9
Employees
Calabasas, California, Us
Services Provided
60% Financial Advisory & Consulting
40% Real Estate Marketplace Services
AI Summary
“California Private Lenders offers direct private money lending for various real estate types across California, specializing in hard money and bridge loans with no upfront fees.”

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