Top Retail Financial Advisory & Consulting Companies

Discover Financial Advisory & Consulting companies serving the Retail 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

64 Companies

Top Retail Financial Advisory & Consulting Companies

Meridian Capital LLC
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The company sets itself apart by leveraging extensive industry knowledge, a tailored service methodology, and a comprehensive dedication to execution. Combining expertise from finance, transactions, and operations, Meridian provides the extensive experience necessary to support prominent middle-mark
Highlights
$250,000+
Min Project Size
10-49
Employees
Seattle, Washington, Us
Services Provided
60% Business Consulting Services
40% Financial Advisory & Consulting
AI Summary
“Meridian Capital LLC delivers integrated financial consulting and strategic advisory services, leveraging industry expertise and tailored approaches to support diverse middle-market firms across multiple sectors.”
Investment Science, LLC.
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Michael Kelly and his team at Investment Science provide specialized financial and business consulting services in New York. Their consulting services focus on Business Driven Consulting, Strategic Growth Consulting, and Technology Enablement Consulting. With a rich history and proven success in the
Highlights
2-9
Employees
New York, New York, Us
Services Provided
50% Other IT Consulting and SI
32% Financial Advisory & Consulting
18% Business Consulting Services
AI Summary
“Investment Science, LLC offers expert consulting in business strategy, growth, and technology enablement, leveraging extensive financial industry experience to support diverse business advancements.”
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.”
BANKERS HILL ADVISORS
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There are plenty of CPA firms out there, and many offer the same conventional services like preparing financial statements and tax returns. However, do those services truly assist you in managing the complexities of your growing business or make your life easier? For most, the answer is no. We belie
Highlights
10-49
Employees
San Diego, California, Us
Services Provided
70% Accounting Services
30% Financial Advisory & Consulting
AI Summary
“Bankers Hill Advisors is a responsive CPA firm committed to building trustworthy relationships, supporting business growth, and helping clients achieve both business and personal objectives effectively.”
ViTWO (6 Livo Technologies Pvt Ltd)
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ViTWO is a prominent virtual CFO service provider located in India, offering a distinctive and integrated financial management solution for businesses. The financial challenges faced by small and medium enterprises can be alleviated through automated and blended CFO solutions. This approach leads to
Highlights
50-249
Employees
Kolkata, West Bengal, In
Services Provided
59% Accounting Services
25% Financial Advisory & Consulting
16% Financial Planning
AI Summary
“ViTWO offers integrated virtual CFO services in India, providing automated financial management, accounting, compliance, analytics, and strategic planning to optimize small and medium business finances efficiently.”
Anatona LLP
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Anatona LLP is a capital advisory firm that focuses on growth and exit strategies. It assists small and medium-sized enterprises (SMEs) in achieving results through affordable solutions and unbiased financial services. Located in Vancouver, Anatona has successfully supported numerous Canadian SMEs,
Highlights
$5,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
West Vancouver, British Columbia, Ca
Services Provided
50% Business Plan Development
33% Financial Advisory & Consulting
17% Succession Planning
AI Summary
“Anatona LLP, based in Vancouver, is a capital advisory firm offering unbiased financial services and growth strategies to support SMEs, financial institutions, and consulting agencies in achieving objectives.”
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.”
Profit Leap Consulting, LLC
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Assisting businesses in reaching their goals more quickly, we utilize our distinctive 8 Gears of Success framework. Profit Leap enhances each of the eight components of a business—entrepreneurship, strategy, sales, marketing, operations, personnel, cash/finances, and profit—through a blend of busine
Highlights
2-9
Employees
Parrish, Florida, Us
Services Provided
50% Business Consulting Services
30% Financial Advisory & Consulting
20% Artificial Intelligence Services
AI Summary
“Profit Leap Consulting, LLC accelerates business success using the 8 Gears of Success framework, offering strategic, financial, AI-driven insights, and fractional support to optimize all key business areas.”
KFN Accounting & Financial LLC
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KFN Accounting & Financial was established with the goal of offering specialized business development services, including financial, accounting, and CFO support, to small and medium-sized enterprises.
Highlights
$1,000+
Min Project Size
2-9
Employees
Libertyville, Illinois, Us
Services Provided
40% Accounting Services
30% Financial Advisory & Consulting
30% Business Consulting Services
AI Summary
“KFN Accounting & Financial LLC delivers specialized accounting, financial planning, CFO support, and business consulting services tailored to the needs of small and medium-sized enterprises across diverse industries.”
Lucrum Consulting, Inc.
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Numerous business owners struggle to hire a full-time CFO, leading them to make expensive decisions based on inaccurate information. We developed a cost-effective solution to help manage their finances while providing essential knowledge. This approach enables them to effectively lead their teams an
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Charlotte, North Carolina, Us
Services Provided
50% Accounting Services
30% Financial Advisory & Consulting
20% CFO Services
AI Summary
“Lucrum Consulting, Inc. offers cost-effective financial management solutions to business owners lacking full-time CFOs, empowering informed decision-making and confident business growth.”

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