Top Retail Financial Advisory & Consulting Companies

Discover top Financial Advisory & Consulting companies with proven expertise in the Retail industry. Compare verified reviews, pricing, and capabilities to find the right partner on Edverise.

Ratings Updated: July 29, 2026

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63 Companies

Top Retail Financial Advisory & Consulting Companies

Business Plans USAProfile set up by Edverise AI
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We'll create the business plan and pinpoint any potential gaps that might result in a funding request being rejected. Our professionalism will help persuade any lender that you are an expert in your field and possess the necessary skills to turn your vision into reality.
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
10-49
Employees
Irvine, California, United States
Location
Services Provided
100% Business Plan Development
100% Financial Advisory & Consulting
AI Summary
“No AI summary available for this company yet.”
Secure FinanceProfile set up by Edverise AI
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Our goal is to provide Canadians with education and information on financial literacy, preventing identity theft, and monitoring credit.
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
Services Provided
50% Financial Advisory & Consulting
25% Cybersecurity Services
25% Mortgage Broker Services
AI Summary
“No AI summary available for this company yet.”
Fast Capital 360Profile set up by Edverise AI
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As a top FinTech firm, we are developing innovative platforms that streamline and enhance every phase of the application, approval, and funding processes, fundamentally changing the way the industry operates.
Highlights
50-249
Employees
Newtown, Pennsylvania, United States
Location
Services Provided
70% Financial Advisory & Consulting
30% Software Development Services
AI Summary
“No AI summary available for this company yet.”
Karma Refunds, IncProfile set up by Edverise AI
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Karma Refunds, Inc is a top organization dedicated to facilitating straightforward and dependable ERC claim submissions for small businesses. Our team of skilled professionals is ready to assist you at every stage to ensure you receive the highest credit possible for your business. Contact us today…
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
10-49
Employees
Services Provided
100% Financial Advisory & Consulting
AI Summary
“No AI summary available for this company yet.”
Anny.BizProfile set up by Edverise AI
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Provides fractional CFO and M&A advisory services to rapidly growing businesses, primarily focusing on venture-backed and high-growth private companies. - Secured over $75 million in venture capital. - Successfully completed numerous fractional CFO projects. - Assisted in the sale of 10 companies. -…
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
2-9
Employees
Services Provided
60% Financial Advisory & Consulting
40% Business Consulting Services
AI Summary
“No AI summary available for this company yet.”
spectupProfile set up by Edverise AI
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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
Avg Hourly Rate
2-9
Employees
Munich, Bavaria, Germany
Location
Services Provided
70% Financial Advisory & Consulting
30% Investor Relations
AI Summary
“No AI summary available for this company yet.”
RubyworksProfile set up by Edverise AI
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A comprehensive solution offering top-notch financial research assistance to clients worldwide. Service Offerings: - **Specialized Financial Analysts:** Our team consists of skilled and professionally trained Financial Analysts and FP&A Analysts who adeptly handle your needs in various finance secto…
Highlights
$5,000+
Min Project Size
25-49
Avg Hourly Rate
10-49
Employees
Pune, Maharashtra, India
Location
Services Provided
70% Financial Advisory & Consulting
30% Business Consulting Services
AI Summary
“No AI summary available for this company yet.”
rvnue DriversProfile set up by Edverise AI
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We are a firm that specializes in funding and acquisitions. Our mission is to assist small and medium-sized businesses, startups, and entrepreneurs in securing capital. When they achieve a revenue of one million dollars, we present an opportunity to purchase their business.
Highlights
2-9
Employees
San Antonio, Texas, United States
Location
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“No AI summary available for this company yet.”
Robinomics ConsultingProfile set up by Edverise AI
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Robinomics Consulting offers business plans based on data, market research, feasibility studies, and financial analysis tailored for immigration, funding, and investment choices. We focus on creating detailed, customized deliverables for U.S. immigration issues, including E-2, EB-2 NIW, EB-5, and L-…
Highlights
$1,000+
Min Project Size
25-49
Avg Hourly Rate
2-9
Employees
Chicago, Illinois, United States
Location
Services Provided
63% Business Plan Development
37% Market Research & Competitive Intelligence
100% Financial Advisory & Consulting
AI Summary
“No AI summary available for this company yet.”
Purcell CapitalProfile set up by Edverise AI
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We provide commercial loans and various financial solutions tailored specifically for entrepreneurs and business owners looking to expand their ventures without the burden of overwhelming debt. To find out if you qualify for one of our loan programs, simply visit our website and complete the brief f…
Highlights
2-9
Employees
Services Provided
60% Financial Advisory & Consulting
40% Loan Brokerage Services
AI Summary
“No AI summary available for this company yet.”

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