Top Information technology Financial Planning Companies

Discover top Financial Planning companies with proven expertise in the Information technology industry. Compare verified reviews, pricing, and capabilities to find the right partner on Edverise.

Ratings Updated: July 28, 2026

We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Edverise ensures trust

25 Companies

Top Information technology Financial Planning Companies

SIMA Financial GroupProfile set up by Edverise AI
0 Reviews
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
For more than 25 years, SIMA Financial Group has been dedicated to supporting Richmond's business community and outstanding individuals. With a strong focus on building and improving the legacies of discerning entrepreneurs and their families, SIMA offers a diverse range of personalized financial se…
Highlights
10-49
Employees
Richmond, Virginia, United States
Location
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“No AI summary available for this company yet.”
Mighty FinancialProfile set up by Edverise AI
0 Reviews
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Mighty Financial is an accounting firm dedicated to offering financial advice, strategic planning, and hands-on support to startups and small businesses. We take pride in delivering accurate results on the first attempt and recognize the challenges you are facing. Our goal is to collaborate with you…
Highlights
$5,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
North Attleborough, Massachusetts, United States
Location
Services Provided
60% Accounting Services
40% Financial Planning
AI Summary
“No AI summary available for this company yet.”
ealyticsProfile set up by Edverise AI
0 Reviews
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Ealytics delivers extensive accounting and business solutions aimed at improving financial processes, ensuring compliance, and fostering organizational development. Their customized accounting services encompass bookkeeping, financial planning, and part-time CFO functions. Moreover, Ealytics excels…
Highlights
50-99
Avg Hourly Rate
10-49
Employees
Services Provided
40% Accounting Services
20% Financial Planning
20% Software Development Services
20% Financial Advisory & Consulting
AI Summary
“No AI summary available for this company yet.”
Delmarva CFO LLCProfile set up by Edverise AI
0 Reviews
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Delmarva CFO offers outsourced financial services for businesses, including bookkeeping, CFO services, and financial planning and analysis. Additionally, we serve as an IT managed services provider. For small businesses, a single call is all it takes to handle both your financial management and IT n…
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
2-9
Employees
Lewes, Delaware, United States
Location
Services Provided
100% Managed IT Services
55% Accounting Services
28% Financial Planning
17% CFO Services
AI Summary
“No AI summary available for this company yet.”
Miners Mills, Inc.Profile set up by Edverise AI
0 Reviews
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Chief Financial Officer & Strategic Analyst for Entrepreneurial Ventures in Los Angeles and Beyond. (We handle the calculations for you!) FINANCIAL ACCOUNTING & REPORTING Let's ensure the figures are accurate and keep all relevant stakeholders well-informed. Service examples include: FINANCIAL PLANN…
Highlights
$5,000+
Min Project Size
2-9
Employees
Services Provided
48% CFO Services
25% Financial Planning
15% Financial Reporting
12% Business Strategy & Planning
AI Summary
“No AI summary available for this company yet.”
KMK Ventures Private LimitedProfile set up by Edverise AI
0 Reviews
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
KMK consists of a team of over 320 professionals, including CPAs and Chartered Accountants, collaborating with companies in the US to provide comprehensive Financial Planning & Analysis (FP&A), accounting, and tax services. We function as an extended back office for your finance and accounting needs…
Highlights
<25
Avg Hourly Rate
250-999
Employees
Ahmedabad, Gujarat, India
Location
Services Provided
50% Accounting Services
30% Financial Planning
20% Tax Preparation Services
AI Summary
“No AI summary available for this company yet.”
Oak Business ConsultantProfile set up by Edverise AI
0 Reviews
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Oak Financial and Management Consultant is a premier consulting firm focusing on financial services, including business processes, financial planning, performance assessment, case studies, accounting, and financial support across various sectors. We particularly excel in professional services like r…
Highlights
10-49
Employees
Dubai, Dubayy, United Arab Emirates
Location
Services Provided
39% Financial Planning
30% Business Consulting Services
20% Performance Management
11% Accounting Services
AI Summary
“No AI summary available for this company yet.”
Iota FinanceProfile set up by Edverise AI
0 Reviews
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Iota Finance is an innovative financial services company designed to thrive in today’s business environment. We focus on providing seamlessly integrated financial operations and deliver customized solutions in accounting, FP&A, and strategic finance tailored for venture-backed startups, growing comp…
Highlights
2-9
Employees
Services Provided
50% Accounting Services
30% Financial Planning
20% Financial Advisory & Consulting
AI Summary
“No AI summary available for this company yet.”
4P Finance & Accounting SolutionsProfile set up by Edverise AI
0 Reviews
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
4P Finance & Accounting Solutions approaches the outsourcing of finance and accounting differently. Instead of merely providing services, we view ourselves as partners with our clients. We believe that our successes are intertwined. While we can manage your financial operations effectively, our prim…
Highlights
$10,000+
Min Project Size
50-99
Avg Hourly Rate
10-49
Employees
Services Provided
39% Accounting Services
40% Financial Planning
11% Business Consulting Services
10% Risk Management Services
AI Summary
“No AI summary available for this company yet.”
Sagelight Accounting LLCProfile set up by Edverise AI
0 Reviews
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Sagelight Accounting is an outsourced accounting company that caters to real estate operators, e-commerce brands, funds, and multi-entity businesses throughout the United States. The firm offers a range of services including controller support, fund administration, financial planning and analysis (F…
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
10-49
Employees
Denver, Colorado, United States
Location
Services Provided
48% Accounting Services
20% Bookkeeping Services
16% Financial Planning
16% CFO Services
AI Summary
“No AI summary available for this company yet.”

Latest insights & expert perspectives

Explore data-backed surveys with inputs from top industry experts.

Agency Growth

Why the Best Tech Agencies Are Invisible to the Buyers Who Need Them Most

There's a paradox sitting at the heart of B2B tech procurement. The agencies doing the best work are often the hardest to find. Meanwhile, the agencie

Nihar Ranjan Rout

Industry Trends

Why B2B Discovery Is the Most Underrated Problem in Tech Right Now

The tech industry is obsessed with building. Better products, faster infrastructure, smarter AI tools. Billions of dollars flow into solving problems

Akash Mahapatra

Vendor Selection

The Hidden Cost of a Bad Vendor Decision

When a vendor relationship fails, most companies count the obvious costs: the wasted project fee, the overspend against budget, the external consultan

Nihar Ranjan Rout

Check All Our Blogs

One Platform. One Promise. One Trust.

Whatever your business challenge, browse our most in-demand service categories to find top-rated companies and providers.