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

Regalis Capital
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We are the first and only premium service firm dedicated to assisting US citizens in acquiring a business. With our unique AI-powered deal flow system, we will identify the ideal opportunity for you, conduct thorough evaluations, negotiate terms, secure funding through our network, and guide you thr
Highlights
$10,000+
Min Project Size
50-249
Employees
Services Provided
49% Business Consulting Services
11% Recruitment & Staffing Services
20% Financial Advisory & Consulting
20% Business Financing
AI Summary
“Regalis Capital uniquely assists US citizens in acquiring businesses using AI-powered deal flow, providing evaluation, negotiation, funding, and closing guidance through a premium service approach.”
Blanchard Business Advisors
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We are a premier provider of business consulting, accounting, and financial management services specifically designed for small businesses. Our skilled team is focused on assisting clients in reaching their financial objectives and thriving in today's competitive market. We recognize the distinct ch
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Sugar Land, Texas, Us
Services Provided
40% Financial Planning
30% Accounting Services
15% Business Consulting Services
15% Financial Advisory & Consulting
AI Summary
“Blanchard Business Advisors offers tailored financial management, accounting, and consulting services to small businesses, emphasizing tax strategies, planning, and client-focused support for growth and success.”
Joyce CPA, LLC
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Joyce CPA LLC is a CPA firm located in Miami, renowned for its extensive experience in providing top-notch audit, review, compilation, and tax services to South Florida businesses. When you partner with us, you engage with a certified internal auditor committed to your success, which we view as a sh
Highlights
2-9
Employees
Cutler Bay, Florida, Us
Services Provided
49% Audit Services
20% Financial Advisory & Consulting
16% Tax Preparation Services
15% Accounting Services
AI Summary
“Joyce CPA LLC, based in Miami, offers expert audit, tax, and financial services with personalized attention, leveraging extensive industry experience and certified internal auditors to support diverse sectors' success.”
IFAM
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IFAM | Experts in Outsourcing – Achieve More While Spending Less Emulate the approach of Fortune 500 companies by outsourcing your financial operations, allowing you to concentrate on growth, strategic planning, and value creation. At IFAM, we deliver affordable, scalable, and technology-driven fi
Highlights
< $25/hr
Avg Hourly Rate
2-9
Employees
Services Provided
49% Business Process Outsourcing
20% Financial Advisory & Consulting
16% Risk Management Services
15% CFO Services
AI Summary
“IFAM offers scalable, cost-effective outsourcing and financial solutions including Virtual CFO, risk consulting, and corporate finance advisory, empowering businesses to optimize resources and focus on growth.”
siegel-solutions
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Established in 2007 by a CPA, Siegel Solutions offers top-tier services and innovative solutions to support business growth and success. Our primary focus is on QuickBooks as our core bookkeeping platform to deliver outsourced bookkeeping services, complemented by advisory and technical offerings th
Highlights
Services Provided
59% Bookkeeping Services
21% Accounting Services
20% Financial Advisory & Consulting
AI Summary
“Siegel Solutions Inc., founded in 2007 by a CPA, delivers comprehensive outsourced bookkeeping and advisory services using QuickBooks and integrated third-party applications to support business growth.”
Monarch Business Valuations
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Monarch Business Valuations is a specialized firm focused on valuing small to mid-sized businesses (with revenues ranging from $200,000 to $60 million) across various industries. Our clients gain from our comprehensive understanding of their enterprises, our expertise in establishing their worth, an
Highlights
2-9
Employees
Services Provided
69% Business Valuation Services
16% Business Consulting Services
15% Financial Advisory & Consulting
AI Summary
“Monarch Business Valuations delivers certified, cost-effective valuations and appraisals for small to mid-sized businesses nationwide, leveraging extensive industry knowledge and personalized client service.”
"Stalirov&Co"
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We are a team of IT lawyers with extensive international expertise in IT Law and research and development. We provide legal solutions for software companies based in the USA, UK, Canada, Germany, the Netherlands, Estonia, and other countries. Our services include drafting contracts between IT compan
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Kyiv, Ua
Services Provided+1 Services
68% Legal Services
10% Business Formation
10% Tax Consulting
6% Intellectual Property Legal Services
AI Summary
“Stalirov&Co offers comprehensive international legal services specializing in IT law, corporate compliance, intellectual property, tax strategies, and dispute resolution for software and tech companies worldwide.”
BridgeMark Services
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We collaborate with business owners and leadership groups to lower operating expenses via results-oriented consulting. Rather than charging initial fees, I concentrate on achieving tangible outcomes and sharing in the cost savings generated. I work closely with CFOs and executives to assess systems,
Highlights
2-9
Employees
Services Provided
57% Business Consulting Services
20% Financial Advisory & Consulting
12% Employee Benefits Consulting
11% Wholesale Services
AI Summary
“BridgeMark Services partners with business leaders to reduce operating costs through outcome-driven consulting, optimizing systems, vendor contracts, and processes for measurable financial improvements.”
Accurate Methods Consulting, LLC
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Accurate Methods Consulting, LLC is a comprehensive financial services partner offering accounting and finance solutions for small to medium-sized enterprises. Established in 2008, Accurate Methods was created to assist expanding businesses in finding improved solutions for their financial and accou
Highlights
2-9
Employees
Houston, Texas, Us
Services Provided
68% Accounting Services
20% Bookkeeping Services
12% Financial Advisory & Consulting
AI Summary
“Accurate Methods Consulting, LLC delivers outsourced accounting and financial services tailored for small to medium businesses, enabling focus on core objectives since 2008.”
Finaloop
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Finaloop is a real-time accounting solution tailored for ecommerce and multichannel businesses. We integrate robust automation with experienced ecommerce accountants to provide accurate, tax-ready financial statements, including P&L, cash flow, balance sheets, and more, all accessible 24/7 via a use
Highlights
50-249
Employees
Brooklyn, New York, Us
Services Provided
68% Accounting Services
20% Bookkeeping Services
12% Financial Advisory & Consulting
AI Summary
“Finaloop offers real-time, automated accounting solutions for ecommerce and multichannel businesses, delivering accurate, tax-ready financials and streamlined operations via an accessible dashboard.”

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