Top Other industries Financial Planning Companies

Discover Financial Planning companies serving the Other industries industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

How this list is built

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

39 Companies

Top Other industries Financial Planning Companies

Spry Vision - Small Business Advisory
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Managing a small business is a tough endeavor! As an entrepreneur, you face daily challenges, but certain core issues may continue to arise. Are you putting in more effort than ever without seeing a boost in profits? Is your business performing well yet you're often short on cash? Do you find yourse
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Services Provided
78% Business Consulting Services
22% Financial Planning
AI Summary
“Spry Vision - Small Business Advisory offers guidance and resources to help entrepreneurs overcome challenges, improve profitability, manage cash flow, and achieve sustainable business growth.”
Miners Mills, Inc.
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 P
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
“Miners Mills, Inc. provides comprehensive financial accounting, planning, analysis, and strategic consulting services, supporting entrepreneurial ventures with accurate reporting and growth-focused decision-making.”
Zeni
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Zeni's AI-driven bookkeeping updates your financial records daily, provides real-time insights, and delivers customized support from experts, all through one platform. Finance Concierge Every Zeni client benefits from a dedicated finance concierge, a resource for all inquiries and requests, supporte
Highlights
250-999
Employees
Palo Alto, California, Us
Services Provided
40% Bookkeeping Services
30% Accounting Services
15% Financial Planning
15% Payroll Services
AI Summary
“Zeni offers AI-powered bookkeeping and comprehensive financial services, including expert support and real-time dashboards, tailored to startups with flexible service tiers.”
Hiline
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
We simplify financial management for small businesses, allowing entrepreneurs to concentrate on growing their companies. Our services—including scalable accounting, CFO support, tax assistance, and HR & Payroll—cater to growth-oriented firms, small enterprises, and nonprofits. Hiline merges personal
Highlights
50-249
Employees
Syracuse, New York, Us
Services Provided
40% Accounting Services
20% Financial Planning
20% Tax Consulting
20% HR Consulting Services
AI Summary
“Hiline offers comprehensive financial management solutions for small businesses and nonprofits, integrating expert services and technology to enhance decision-making, risk management, and growth.”
Bearden Stroup & Associates, CPAs
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
We are trustworthy and friendly CPAs dedicated to offering straightforward solutions for intricate accounting challenges. Our services aim to help small businesses and individuals achieve their financial objectives. Collaboration is at the heart of our daily operations.
Highlights
10-49
Employees
Huntsville, Alabama, Us
Services Provided
69% Accounting Services
20% Accounting System Integration
11% Financial Planning
AI Summary
“Bearden Stroup & Associates, CPAs provides trustworthy, straightforward accounting, payroll, bookkeeping, and tax services, helping small businesses and individuals achieve financial goals with collaborative support.”
T
Twenty Eighty
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Twenty Eighty assists small businesses in increasing their revenue from $0 to $10,000,000. We founded Twenty Eighty because we believe that when professionals—such as veterinarians, dentists, chiropractors, and optometrists—as well as entrepreneurs and founders, have access to high-quality financial
Highlights
$1,000+
Min Project Size
2-9
Employees
Calgary, Alberta, Ca
Services Provided
59% Accounting Services
21% Business Consulting Services
20% Financial Planning
AI Summary
“Twenty Eighty specializes in tailored financial services and back-office management for small professional businesses, enabling efficient cash flow, accurate cost tracking, and strategic growth.”
Woodford Financial PLLC
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
At Woodford Financial PLLC, we adopt a practical and results-driven strategy to assist our clients in reaching their financial objectives. Recognizing that each client has distinct circumstances, we prioritize understanding your individual accounting requirements. Whether you are launching a new bus
Highlights
$1,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
Versailles, Kentucky, Us
Services Provided
49% Accounting Services
20% Bookkeeping Services
20% Financial Planning
11% Tax Preparation Services
AI Summary
“Woodford Financial PLLC in Lexington, KY offers personalized accounting services including bookkeeping, financial projections, and strategic tax planning to help clients achieve diverse financial goals.”
SD Mayer & Associates LLP
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
SD Mayer & Associates is an expanding, comprehensive accounting, advisory, and wealth management firm that prioritizes community involvement. We assist clients in planning their futures through retirement and wealth management services. Our team has the knowledge and skills to support clients across
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
San Francisco, California, Us
Services Provided
39% Accounting Services
30% Business Consulting Services
20% Financial Planning
11% Wealth Management
AI Summary
“SD Mayer & Associates LLP is a comprehensive accounting and wealth management firm serving diverse industries, leveraging extensive expertise and global partnerships to support client success and community engagement.”
ViTWO (6 Livo Technologies Pvt Ltd)
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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.”
Our Accountants
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Our Accountants is a firm that provides professional financial services for both individuals and businesses. Their team of experienced accountants is dedicated to helping you manage your finances efficiently. They offer various services, including tax preparation, bookkeeping, and financial planning
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50-249
Employees
Services Provided
50% Accounting Services
30% Tax Preparation Services
20% Financial Planning
AI Summary
“Our Accountants offers comprehensive financial services including tax preparation, bookkeeping, and financial planning to individuals and businesses, ensuring efficient financial management and optimized tax outcomes.”

«Previous

1 24

Latest insights & expert perspectives

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

Stated minimum project sizes among the firms listed under software development services on Edverise, with the $50,000 band shaded

Vendor Selection

Questions to Ask a Software Development Agency: Six With Proof

A vetting script for second-round agency calls: six questions, the document each answer has to produce, and what a directory listing or a badge really proves.

Nihar Ranjan Rout

10/31/2026

Three software development quotes of $38,000, $94,000 and $210,000 converted to effective hourly rates of $79, $73 and $87.50

Vendor Selection

How to Compare Software Development Quotes Priced 5x Apart

Three bids for the same build are rarely comparable as written. A normalization checklist, a weighted grid adapted from FAR Part 15.3, and the hourly arithmetic.

Akash Mohapatra

10/31/2026

Chart of minimum project size stated by firms listed under AI agent development on Edverise, with the $50,000 band highlighted

Vendor Selection

AI Agent Development Cost: Build, Tokens, Reliability

An AI agent has three costs. Compute the monthly token bill from published list prices, then set the build quote against what listed firms actually charge.

Santanu Prasad Sahoo

10/31/2026

Check All Our Blogs

One Platform. One Promise. One Trust.

Edverise is building the trusted way to find tech vendors. List your company early, or talk to us about backing the platform.