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

Business Priority Services Inc
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Business Priority Services Inc. (BPS) is an advisory firm that leverages analytics to assist procurement and supply chain leaders in making critical decisions related to cost, sourcing, and contracts. BPS focuses on cost intelligence, supplier price assessments, and forecasting cost drivers, enablin
Highlights
$5,000+
Min Project Size
2-9
Employees
Services Provided
50% Advanced Applied Analytics
30% Business Consulting Services
20% Financial Advisory & Consulting
AI Summary
“Business Priority Services Inc. provides analytics-driven advisory services to procurement leaders, delivering cost intelligence, supplier price analysis, and forecasting to enable informed sourcing and contract decisions.”
Capital Investors Direct
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Welcome to Capital Investors Direct, your reliable ally in maximizing opportunities in commercial real estate investments. Based in Rockville, Maryland, we are proud to serve as a leading funding source for individuals and businesses looking to make strategic advancements in the vibrant commercial r
Highlights
2-9
Employees
Services Provided
50% Real Estate Services
30% Real Estate Consulting
20% Financial Advisory & Consulting
AI Summary
“Capital Investors Direct, based in Rockville, Maryland, offers tailored financing solutions nationwide for diverse commercial real estate projects, providing versatile loan programs to meet client needs.”
Arc and Ledger Accounting
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Arc & Ledger Accounting offers professional tax preparation, bookkeeping, and financial advisory services for both individuals and businesses. Our emphasis is on precision, adherence to regulations, and optimizing tax savings, all while providing tailored and clear financial solutions.
Highlights
$100-149/hr
Avg Hourly Rate
2-9
Employees
Services Provided
50% Accounting Services
30% Tax Preparation Services
20% Financial Advisory & Consulting
AI Summary
“Arc & Ledger Accounting provides expert tax preparation, bookkeeping, and financial advisory services, emphasizing accuracy, compliance, and personalized solutions for individuals and businesses.”
denali
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We understand the requirements of investors, founders, board members, bankers, lawyers, employees, and auditors from an entrepreneurial management team, and we are dedicated to supporting your success. We offer reassurance to founding teams and executives; while they concentrate on expanding their b
Highlights
2-9
Employees
Bellevue, Washington, Us
Services Provided
50% Accounting Services
30% Business Consulting Services
20% Financial Advisory & Consulting
AI Summary
“Denali partners with entrepreneurial teams, providing comprehensive financial management to simplify complex operations, enabling founders and executives to focus on business growth and success.”
tallywise
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We are a remote bookkeeping and accounting firm committed to assisting small and medium-sized businesses in keeping precise financial records, making well-informed choices, and confidently achieving growth. By emphasizing personalized service, financial transparency, and sophisticated solutions such
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Services Provided
50% Bookkeeping Services
30% Accounting Services
20% Financial Advisory & Consulting
AI Summary
“Tallywise is a remote bookkeeping and accounting firm offering personalized, transparent financial services and advanced solutions to help small and medium businesses make informed decisions and grow confidently.”
Chrono Enterprises
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Established by Chris Linteris, Chrono Enterprises is a specialized consulting firm aimed at offering clients thorough, efficient, and time-saving strategic solutions. We assist in gaining a competitive edge in the changing business landscape by enhancing efficiencies and reducing costs. Chrono is de
Highlights
2-9
Employees
Services Provided
50% Business Consulting Services
30% Business Process Management
20% Financial Advisory & Consulting
AI Summary
“Chrono Enterprises, founded by Chris Linteris, delivers strategic consulting that enhances efficiency, reduces costs, and optimizes processes to create competitive business value.”
SAZ Square Business Consultants
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SAZ SQUARE Business Consultants is an advisory firm geared toward startups, assisting founders in securing funding, creating investor-ready financial documents, and growing their businesses with assurance. Utilizing our exclusive S.C.A.L.E.™ Fundraising System, we guide startups throughout their ent
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
50% Business Financing
30% CFO Services
20% Financial Advisory & Consulting
AI Summary
“SAZ Square Business Consultants partners with startups, providing comprehensive fundraising, fractional CFO services, and financial management to support capital acquisition and sustainable business growth.”
Law Offices of Kevin S. Neiman, PC
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The Law Offices of Kevin S. Neiman, PC provides top-notch legal services in areas such as bankruptcy, commercial litigation, and financial restructuring. Under the guidance of Kevin Neiman, an attorney with nearly thirty years of experience and a recognized authority in insolvency, the firm assists
Highlights
2-9
Employees
Services Provided
50% Bankruptcy Legal Services
30% Litigation
20% Financial Advisory & Consulting
AI Summary
“The Law Offices of Kevin S. Neiman, PC delivers expert legal services in bankruptcy, commercial litigation, and financial restructuring, leveraging nearly 30 years' experience for successful client outcomes.”
JJ&A Accounting Services
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Located in Greensboro, NC, JJ&A Accounting Services provides bookkeeping, tax preparation, financial advisory, and payroll services tailored for small businesses and individuals. Their emphasis is on precision, strategic planning, and educating clients. They offer services such as bank reconciliatio
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Greensboro, North Carolina, Us
Services Provided
30% Bookkeeping Services
30% Tax Preparation Services
20% Financial Advisory & Consulting
20% Payroll Services
AI Summary
“JJ&A Accounting Services in Greensboro, NC offers comprehensive bookkeeping, tax preparation, payroll, and financial advisory services, focusing on accuracy, strategic planning, and client education for small businesses and individuals.”
OGScapital
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OGScapital is a consulting firm that specializes in business services. Our primary areas of expertise include: 1) Creating business plans and pitch decks for fundraising, operational guidance, and immigration purposes. Our team has crafted over 5,000 business plans, successfully attracting $1.5 bill
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Services Provided+2 Services
50% Business Plan Development
14% Quality of Earnings Assessment
14% Financial Advisory & Consulting
11% Engineering Services
AI Summary
“OGScapital is a consulting firm specializing in business planning, financial analysis, diligence, feasibility studies, valuations, and fractional CFO services, primarily serving SMEs across various sectors.”

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