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

State FinancialProfile set up by Edverise AI
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At State Financial, companies discover customized financing solutions that cater to their specific needs. By specializing in asset-based lending, such as accounts receivable financing, SFC allows businesses to swiftly obtain the crucial capital they require. Their committed team emphasizes teamwork
Highlights
$100,000+
Min Project Size
10-49
Employees
Los Angeles, California, Us
Services Provided
50% Accounts Receivable Recovery
50% Financial Advisory & Consulting
AI Summary
“State Financial specializes in customized asset-based lending solutions, enabling businesses to secure swift capital through accounts receivable financing with a collaborative, transparent approach.”
Intellectica P.C.Profile set up by Edverise AI
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Intellectica is a team of experts in international finance, offering outsourced finance department services, financial consulting, and recruitment solutions. The company’s expertise is rooted in the extensive experience of its professionals, who have worked with prestigious firms such as JP Morgan,
Highlights
2-9
Employees
Athina, Attica, Gr
Services Provided
50% Financial Advisory & Consulting
50% Recruitment & Staffing Services
AI Summary
“Intellectica P.C. provides expert international finance outsourcing, consulting, and recruitment services, emphasizing tailored solutions, professionalism, and success-driven approaches without upfront recruitment fees.”
Lifelong Wealth Management GroupProfile set up by Edverise AI
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LLWMG is the ideal financial planner for entrepreneurs, providing customized financial planning and investment strategies designed specifically for business owners. With our knowledgeable team, we offer thorough solutions to assist you in reaching your individual and business financial objectives. R
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Lake Oswego, Oregon, Us
Services Provided
50% Financial Planning
50% Financial Advisory & Consulting
AI Summary
“Lifelong Wealth Management Group specializes in personalized financial planning and investment strategies tailored for entrepreneurs, helping clients achieve their business and personal financial goals with expert guidance.”
Financial Advisors DiddelProfile set up by Edverise AI
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Diddel & Diddel, financial advisors based in Stamford, Connecticut, offer comprehensive wealth management and financial services throughout the state. Our team provides services in wealth management, financial advising, coaching, life insurance, and more. Get in touch with us today!
Highlights
10-49
Employees
Stamford, Connecticut, Us
Services Provided
50% Wealth Management
50% Financial Advisory & Consulting
AI Summary
“Diddel & Diddel, based in Stamford, Connecticut, provides comprehensive wealth management, financial advising, coaching, and life insurance services across the state.”
C
ClocrProfile set up by Edverise AI
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Clocr is a leading provider of digital legacy and emergency planning software for individuals and businesses. We offer a variety of services under one roof for a one-time lifetime fee: a Social Media Will that allows you to designate your heirs or loved ones to access your online accounts and moneti
Highlights
10-49
Employees
Austin, Texas, Us
Services Provided
50% IT Helpdesk & Support Services
50% Financial Advisory & Consulting
AI Summary
“Clocr offers comprehensive digital legacy and emergency planning solutions, including Social Media Wills, secure document vaults, emergency contacts, and tools to preserve personal legacies.”
Full Stack FinanceProfile set up by Edverise AI
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Full Stack Finance was established in 2015 following the merger of Rootstock Partners, founded by Jordan Posell, and iFinance, founded by Ivan Ivankovich. We provide a comprehensive suite of financial, accounting, and human resources services tailored for startups, venture capital-supported, and rap
Highlights
10-49
Employees
Santa Monica, California, Us
Services Provided
54% Financial Advisory & Consulting
25% Accounting Services
21% HR Consulting Services
AI Summary
“Full Stack Finance offers outsourced comprehensive financial, accounting, and HR services tailored for startups and growing companies, functioning as a cost-efficient full-service Finance and HR department.”
Kredline IncProfile set up by Edverise AI
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Kredline provides small businesses with quick and adaptable funding solutions without the hassle. We link business owners to suitable financing choices that align with their objectives, such as business lines of credit, short-term loans, merchant cash advances (MCAs), equipment financing, and SBA (7
Highlights
2-9
Employees
Services Provided
50% Financial Advisory & Consulting
50% Business Financing
AI Summary
“Kredline Inc. offers small businesses flexible financing options including lines of credit, short-term loans, MCAs, equipment financing, and SBA loans to support diverse funding needs efficiently.”
FxtriangleProfile set up by Edverise AI
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Fxtriangle is established by a skilled team of IT experts with extensive expertise in financial data research. We cater to clients worldwide and manage nearly 38 million USD in assets. Our Forex account managers invest in cryptocurrency, gold, silver, and various exotic assets through regulated deal
Highlights
$5,000+
Min Project Size
2-9
Employees
Services Provided
50% Financial Advisory & Consulting
50% Business Consulting Services
AI Summary
“Fxtriangle, led by IT experts, manages $38M in assets globally, specializing in Forex trading consultancy and investments in cryptocurrency, precious metals, and exotic assets with ethical practices.”
Neuman + AssociatesProfile set up by Edverise AI
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At Neuman + Associates, we view your financial well-being as encompassing more than just the amount in your checking account. We collaborate with you to align all facets of your financial situation. Our team is committed to providing you with top-notch assistance and implementation of:
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Los Angeles, California, Us
Services Provided
50% Financial Planning
50% Financial Advisory & Consulting
AI Summary
“Neuman + Associates collaborates closely with clients to holistically manage financial well-being, offering comprehensive, high-quality guidance and implementation across all aspects of personal financial situations.”
Rhodium Analytica IncProfile set up by Edverise AI
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Rhodium Analytics offers top-notch, affordable research and analytical assistance to a wide range of financial institutions, including investment banks, private equity firms, equity research firms, valuation firms, asset managers, wealth managers, and corporate finance professionals worldwide. Our o
Highlights
$50-99/hr
Avg Hourly Rate
10-49
Employees
Services Provided
50% Analytics Services
50% Financial Advisory & Consulting
AI Summary
“Rhodium Analytica provides expert, affordable research and analytical support globally to financial entities, leveraging skilled professionals with diverse experience in valuation, M&A, and financial modeling.”

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