Top Real estate Financial Advisory & Consulting Companies

Discover Financial Advisory & Consulting companies serving the Real estate 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

126 Companies

Top Real estate Financial Advisory & Consulting Companies

luminareia
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Lumina Real Estate Investment Advisors, Inc. is a specialized advisory firm in the real estate sector, offering analytical, marketing, and advisory services. With more than 15 years of combined experience totaling over $6 billion, Lumina’s leadership has a varied background that includes real estate
Highlights
$5,000+
Min Project Size
2-9
Employees
Austin, Texas, Us
Services Provided
50% Real Estate Consulting
30% Financial Advisory & Consulting
20% Marketing Services
AI Summary
“Lumina Real Estate Investment Advisors, Inc. offers expert analytical, marketing, and advisory services to real estate developers, private equity firms, and brokers, leveraging over $6 billion experience.”
Adelman Katz & Mond
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Adelman Katz & Mond LLP is a financial management and accounting firm that serves professional partnerships, privately held businesses across various industries, and a limited number of affluent individuals. We ensure our clients are updated on matters that may affect their interests, assist them in
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
New York, New York, Us
Services Provided
70% Accounting Services
30% Financial Advisory & Consulting
AI Summary
“Adelman Katz & Mond LLP provides financial management and accounting services to professional partnerships, private businesses, and affluent individuals, aiding informed financial decisions and effective implementation.”
ONEEVA FINANCIAL GROUP, LLC
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ONEEVA acts as a link between conventional bookkeeping and innovative financial strategies. We don’t simply manage your books; we oversee your entire financial journey with a Systems-First approach. We handle your daily accounting needs while providing advanced financial systems for growing business
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Services Provided
39% Accounting Services
30% Financial Advisory & Consulting
20% Business Consulting Services
11% Accounting System Integration
AI Summary
“ONEEVA FINANCIAL GROUP, LLC. delivers comprehensive financial management and advanced systems across industries, bridging traditional bookkeeping with strategic solutions for growing businesses without a full-time CFO.”
spectup
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Spectup facilitates fundraising for companies in the growth stage, while spectupX specializes in private placements for businesses and funds that aim to attract limited partners, family offices, and pension funds. At spectup, we collaborate with founders who have gained traction and are poised to ex
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Munich, Bavaria, De
Services Provided
35% Business Financing
35% Financial Advisory & Consulting
30% Fundraising & Investor Readiness Consulting
AI Summary
“Spectup is a capital advisory firm that streamlines fundraising and private placements for growth-stage companies and funds using proprietary technology to connect investors like LPs, family offices, and pension funds efficiently.”
Sheehan & Company
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Sheehan & Company provides top-notch services typically associated with larger, "national" accounting firms. Although we have adapted to the fast-changing business landscape, our commitment to fostering personalized client relationships is what secures our ongoing success. With a team of over 50 emp
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
New York, New York, Us
Services Provided
70% Accounting Services
30% Financial Advisory & Consulting
AI Summary
“Sheehan & Company, with 50+ employees, delivers comprehensive accounting services combining national firm expertise with personalized support, serving diverse mid-sized entrepreneurial clients effectively.”
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.”
Foley & Giolitto
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**Our Expertise - Premier Tax Solutions** Our financial consulting company specializes in developing premier tax and wealth strategies tailored for business owners and real estate investors. We frequently help our clients save significant amounts of money through advanced tax and wealth planning t
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Scottsdale, Arizona, Us
Services Provided
50% Tax Consulting
25% Financial Advisory & Consulting
25% Business Consulting Services
AI Summary
“Foley & Giolitto specializes in advanced tax and wealth strategies, business analytics, and personalized financial consulting, helping business owners and investors optimize profits and savings effectively.”
Financial Advisor - Marcel Wasserman
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Achieving financial security and protecting your assets requires careful planning. By consulting an independent financial advisor, you can save yourself years of work by starting on the correct path. I invite you to visit my website to discover more about my services.
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Pretoria, Gauteng, Za
Services Provided
70% Financial Planning
30% Financial Advisory & Consulting
AI Summary
“Marcel Wasserman offers independent financial advisory services focused on strategic planning and asset protection, helping clients achieve long-term financial security efficiently.”
Douglas Commercial
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Douglas Commercial is a full-service commercial real estate firm focused on identifying optimal locations for businesses and organizations in the Baltimore and Annapolis area. We work diligently to understand your goals, allowing us to find, evaluate, and secure the best possible deals for you. Our
Highlights
2-9
Employees
Annapolis, Maryland, Us
Services Provided
59% Real Estate Leasing
25% Real Estate Development
16% Financial Advisory & Consulting
AI Summary
“Douglas Commercial specializes in Baltimore and Annapolis commercial real estate, offering expert analysis, financial expertise, and personalized service to facilitate optimal property transactions.”
Walter & Shuffain
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Walter & Shuffain provides guidance to privately-held businesses across a wide variety of sectors in the Boston metropolitan area. Our team is committed to assisting our clients in achieving growth and success as flourishing enterprises. Throughout the years, we have broadened our service offerings
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Boston, Massachusetts, Us
Services Provided
79% Business Consulting Services
21% Financial Advisory & Consulting
AI Summary
“Walter & Shuffain offers comprehensive advisory services to privately-held businesses in Boston, supporting growth and success across diverse sectors with evolving, client-focused solutions.”

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