Top Financial Advisory & Consulting Companies

A high-performing Financial Advisory & Consulting solution can accelerate growth, boost customer engagement, and create new revenue streams—but only if it's built by a team you trust. Edverise makes it easy to connect with leading Financial Advisory & Consulting companies around the globe. Every profile sets out services, pricing, locations, and past work so you can compare on evidence. Use Edverise's filters to sort partners by budget, industry expertise, and location. Start comparing profiles to find the right match for your project.

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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

1,007 Companies

List of the Best Financial Advisory & Consulting Agencies

Ninety Nine EquityProfile set up by Edverise AI
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At Ninety Nine Equity, we integrate cutting-edge fintech solutions with reliable financial knowledge to provide intelligent and transparent protection and investment choices. Our aim is to assist families in establishing security now while also preparing for a brighter future.
Highlights
$10,000+
Min Project Size
250-999
Employees
Raleigh, North Carolina, Us
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“Ninety Nine Equity offers innovative fintech-driven financial solutions, delivering transparent investment and protection options that help families secure their present and plan for the future.”
JourneyApprovedProfile set up by Edverise AI
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Prepare yourself for an exciting adventure with JourneyApproved for your auto loan and hit the open road! Our rapid and guaranteed car financing process will have you driving with ease. Stay updated by visiting our website and blogs for a seamless experience in Canada.
Highlights
10-49
Employees
Port Coquitlam, British Columbia, Ca
Services Provided
60% Financial Advisory & Consulting
40% Loan Brokerage Services
AI Summary
“JourneyApproved offers fast and guaranteed auto loan financing in Canada, providing customers with an easy, efficient process supported by online resources for a seamless car buying experience.”
Alliance Global PartnersProfile set up by Edverise AI
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A.G.P. / Alliance Global Partners is a regional investment banking and advisory firm that has been a registered member of FINRA and the SEC since 1980. The firm focuses on Investment Banking and Wealth Management, offering comprehensive services with the capability to serve both domestic and interna
Highlights
10-49
Employees
New York, New York, Us
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“Alliance Global Partners is a regional investment banking and wealth management firm providing comprehensive, boutique-level financial advisory and asset management services for domestic and international clients.”
Texian CapitalProfile set up by Edverise AI
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Texian Capital is an investment firm located in Texas that focuses on Private Credit, Private Equity, and Venture Capital for businesses and investors in Killeen, Georgetown, Round Rock, and Waco. The firm offers adaptable financing solutions, strategic capital, and long-term partnerships aimed at h
Highlights
10-49
Employees
Killeen, Texas, Us
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“Texian Capital is a Texas-based investment firm offering private credit, equity, and venture capital solutions to support business growth, innovation, and economic development in Central Texas.”
Inside TrackProfile set up by Edverise AI
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InsideTrack, part of the Buyers Edge Platform Software suite, is a premier data and spend management platform designed for foodservice operators in sectors like restaurants, casinos, hospitality, and higher education. Rooted in transparency and insight, InsideTrack standardizes purchasing data to pr
Highlights
10-49
Employees
New London, Connecticut, Us
Services Provided
60% Financial Advisory & Consulting
40% Analytics Services
AI Summary
“InsideTrack is a data-driven spend management platform for foodservice operators, enhancing transparency, compliance, and financial performance through comprehensive purchasing analytics and reporting.”
MulahProfile set up by Edverise AI
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Mulah is a fintech platform driven by AI, focused on providing quick, clear, and accessible funding for businesses. We assist entrepreneurs and small enterprises in obtaining the necessary capital without the typical delays, bureaucracy, or hidden charges associated with traditional financing. Our p
Highlights
$5,000+
Min Project Size
10-49
Employees
Wilmington, Delaware, Us
Services Provided
60% Financial Advisory & Consulting
40% Artificial Intelligence Services
AI Summary
“Mulah is an AI-driven fintech platform delivering fast, transparent business funding through innovative underwriting, offering tailored capital advances, credit lines, and flexible financial solutions for growth.”
Code CFOProfile set up by Edverise AI
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At Code CFO, we empower driven entrepreneurs and business leaders to expand and sustain their organizations by implementing innovative and effective financial strategies. In today's fast-paced and competitive landscape, businesses can easily struggle due to poor financial management and oversight. A
Highlights
$1,000+
Min Project Size
2-9
Employees
Oakville, Ontario, Ca
Services Provided
60% Financial Advisory & Consulting
40% Business Consulting Services
AI Summary
“Code CFO provides tailored financial strategies and expert advisory services to help entrepreneurs and businesses improve profitability, cash flow, and sustainable growth across various industries.”
Fully FundedProfile set up by Edverise AI
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Fully Funded offers financial education and counseling that is free of shame and easily accessible to creatives, freelancers, neurodivergent individuals, and others who have struggled with conventional financial advice. We assist people in establishing solid financial foundations for today and tomor
Highlights
2-9
Employees
Brooklyn, New York, Us
Services Provided
60% Financial Advisory & Consulting
40% Education Consulting Services
AI Summary
“Fully Funded provides accessible, non-judgmental financial education and counseling tailored to creatives, freelancers, and neurodivergent individuals, fostering solid financial foundations through value-driven guidance.”
Magenta FundingProfile set up by Edverise AI
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Magenta Funding is a quick and adaptable lender for small businesses, making it easy and hassle-free to secure financing. They do not require a minimum credit score, usually provide offers within an hour, and can offer next-day funding. Their financing solutions are customized to meet your business
Highlights
50-249
Employees
Aventura, Florida, Us
Services Provided
60% Financial Advisory & Consulting
40% Business Consulting Services
AI Summary
“Magenta Funding is a flexible lender providing tailored, fast financing solutions without minimum credit requirements, supporting small businesses in growth, equipment upgrades, and inventory expansion.”
Gelfand, Rennert & FeldmanProfile set up by Edverise AI
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Established in 1967, Gelfand, Rennert & Feldman ("GR&F") is a premier full-service business management firm catering to entertainers, executives, and select high-net-worth individuals. With eighteen partners and a team of over 200 professionals, we offer extensive financial services across various s
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
250-999
Employees
Los Angeles, California, Us
Services Provided
59% Financial Advisory & Consulting
30% Business Consulting Services
11% Accounting Services
AI Summary
“Gelfand, Rennert & Feldman is a leading business management firm providing comprehensive financial services to entertainers and high-net-worth clients across entertainment and arts sectors.”

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