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

1,001 Companies

Top Insurance Financial Advisory & Consulting Companies

Finova Consulting
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Finova Consulting is a leading financial advisory firm focused on empowering startups and small to medium-sized enterprises (SMEs) with clear strategic financial guidance. We offer services in Fractional CFO Consulting, Financial Modeling, Business Valuation, and Fundraising Assistance. Our goal is
Highlights
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
49% CFO Services
31% Financial Advisory & Consulting
20% Business Valuation Services
AI Summary
“Finova Consulting delivers strategic financial advisory and Fractional CFO services to startups and SMEs, enabling growth through financial modeling, valuation, and fundraising guidance globally.”
VanMeter Financial
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The foundation of my work is a fundamental belief: small businesses should have access to the financial clarity and strategic insights typically available to large companies. As a CPA with extensive experience in both public accounting and corporate finance, I’ve seen how effective reporting, proact
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
Services Provided
50% Accounting Services
30% Financial Advisory & Consulting
20% Business Consulting Services
AI Summary
“VanMeter Financial offers small businesses expert CPA services, delivering financial clarity, strategic insights, and collaborative support to enable informed decision-making and sustainable growth.”
Zag Consulting Group
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At Zag Consulting Group, we are proud to serve as your reliable partner for all your accounting and financial requirements. Our dedication to delivering outstanding services to our clients is unparalleled. With many years of experience and a team of highly qualified experts, we provide a wide array
Highlights
$50-99/hr
Avg Hourly Rate
2-9
Employees
Owings Mills, Maryland, Us
Services Provided
69% Accounting Services
20% Financial Advisory & Consulting
11% Business Consulting Services
AI Summary
“Zag Consulting Group offers expert accounting and financial planning services, including bookkeeping, tax preparation, and wealth management for individuals and small businesses across various industries in the U.S.”
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.”
Magnolia 313 Accounting Services
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At Magnolia 313, we adopt a comprehensive perspective. We don’t just insert figures and handle the finances. Instead, we begin by understanding the owner's objectives and ensure that every decision made in the business aligns with those personal and professional aspirations. We partner with a select
Highlights
$150+/hr
Avg Hourly Rate
2-9
Employees
San Luis Obispo, California, Us
Services Provided
69% Accounting Services
20% Financial Advisory & Consulting
11% Business Consulting Services
AI Summary
“Magnolia 313 Accounting Services delivers tailored accounting, financial management, and tax solutions, partnering closely with clients to align financial strategies with their personal and business goals.”
Crescent Lenders
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Crescent Lenders is a hard money lending firm based in Los Angeles that provides funding for real estate projects throughout California. Our loan amounts range from $200,000 to $5 million, and we have assisted a diverse range of clients in reaching their real estate investment objectives. We operate
Highlights
$250,000+
Min Project Size
2-9
Employees
Los Angeles, California, Us
Services Provided
69% Real Estate Services
20% Financial Advisory & Consulting
11% Loan Brokerage Services
AI Summary
“Crescent Lenders is a Los Angeles-based hard money lending firm offering quick real estate project funding across California, with loans from $200,000 to $5 million.”
Kirsch Kohn & Bridge
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Our company has evolved into one of the leading CPA firms in Los Angeles and is regularly featured in the Los Angeles Business Journal's ranking of the top 50 accounting firms in Los Angeles County. We aim to deliver exceptional financial services to our clients while fostering an environment that p
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Los Angeles, California, Us
Services Provided
69% Accounting Services
20% Financial Advisory & Consulting
11% Tax Preparation Services
AI Summary
“Kirsch Kohn & Bridge is a leading Los Angeles CPA firm delivering exceptional financial services and fostering lasting professional relationships, consistently ranked among the top 50 accounting firms locally.”
Gilligan Group
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As a seasoned investor relations firm, our communications team effectively connects with your desired institutional and retail investors, providing the strategic framework for your offerings. Our broad experience, both in-house and with agencies, spans financial markets such as ASX, LSE, NYSE, and T
Highlights
$1,000+
Min Project Size
$150+/hr
Avg Hourly Rate
10-49
Employees
Jolimont, Western Australia, Au
Services Provided
69% Investor Relations
20% Financial Advisory & Consulting
11% Mining Services
AI Summary
“Gilligan Group is a globally experienced investor relations firm connecting clients with institutional and retail investors across major financial markets and mining projects worldwide.”
Tax Ninja
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Regardless of whether you're an entrepreneur, artist, investor, or freelance creative, you'll receive improved assistance and increased financial returns when your taxes are handled by experienced professionals. At Tax Ninja, Inc., we believe we fit that description—experts in addressing the financi
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
San Francisco, California, Us
Services Provided
69% Tax Preparation Services
20% Financial Advisory & Consulting
11% Business Consulting Services
AI Summary
“Tax Ninja, Inc. specializes in expert tax services tailored for entrepreneurs, creatives, and innovators, delivering personalized financial solutions to maximize returns and address unique challenges.”
Hajiani CPA
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Hajiani CPA LLC focuses on delivering high-quality services to the business sector, particularly small to medium-sized enterprises. Our firm's mission is to assist clients in sustaining financial health in the current economy while proactively working toward their future objectives. Achieving this i
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Boston, Massachusetts, Us
Services Provided
69% Accounting Services
20% Financial Advisory & Consulting
11% Business Consulting Services
AI Summary
“Hajiani CPA LLC provides expert accounting and financial services to small and medium businesses, focusing on proactive strategies and client communication to ensure financial health and growth.”

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