Top Financial services Fundraising & Investor Readiness Consulting Companies

Discover Fundraising & Investor Readiness Consulting companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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65 Companies

Top Financial services Fundraising & Investor Readiness Consulting Companies

Synergo GroupProfile set up by Edverise AI
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We achieve business success through tailored software, AI and Machine Learning solutions, intricate integrations, and scalable cloud services, all while maintaining a human-centered focus. Our work spans fintech, healthtech, and more, offering customized, all-encompassing tech solutions that priorit
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Toronto, Ontario, Ca
Services Provided+16 Services
7% AI Strategy & Roadmap Consulting
3% LLM Integration & Prompt Engineering
8% Machine Learning Model Development
3% Robotic Process Automation (RPA)
AI Summary
“Synergo Group delivers customized software, AI, cloud, and integration solutions across fintech and healthtech, emphasizing innovation, security, and user-centric design for scalable business success.”
Beyond EnterprizesProfile set up by Edverise AI
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Founded in 2012, we were among the first firms to offer strategic advisory services in blockchain technology. Since then, we have developed exchanges across four continents and collaborated with over 50 blockchain initiatives, including prominent names like EOS, Bancor, and HDAC, with particular emp
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Los Angeles, California, Us
Services Provided+6 Services
33% Custom Web Application Development
18% Mobile App Development (iOS & Android)
10% Go-to-Market Strategy
8% Business Model Design & Validation
AI Summary
“Beyond Enterprizes specializes in blockchain strategic advisory, custom software, and mobile app development, offering integrated consulting and technology solutions across finance, education, gaming, and eCommerce sectors globally.”
Anyon ConsultingProfile set up by Edverise AI
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Welcome to Anyon Consulting, a software development and consulting company based in Minneapolis. We provide tailored software solutions, ML and AI consulting, DBA services, cloud consulting, and more to meet your specific business requirements, along with maintenance and support for uninterrupted op
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Plymouth, Minnesota, Us
Services Provided+7 Services
5% BI & Big Data Consulting & SI
8% Cloud Consulting & SI
4% ERP Consulting and SI
5% IT Staff Augmentation
AI Summary
“Anyon Consulting delivers tailored software development, AI/ML consulting, data engineering, cloud services, and Dynamics 365 ERP solutions, supporting businesses with integration, analytics, and staffing across industries.”
BizDevMarketingProfile set up by Edverise AI
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We Shape Realities Through Strategic Planning 📝💡🗂️🍾 BizDevMarketing provides top-tier growth systems for Web3, fintech, and technology companies looking to expand into LATAM and global markets. Our team, led by Julián Uribe, Eng—who specializes in strategy, business sales, and connecting with in
Highlights
$1,000+
Min Project Size
2-9
Employees
Pereira, Risaralda, Co
Services Provided+11 Services
8% Other IT Consulting and SI
1% Unified Communications Consulting & SI
1% ERP Consulting and SI
2% BI & Big Data Consulting & SI
AI Summary
“BizDevMarketing empowers fintech, Web3, and tech firms to expand globally with integrated strategies in PR, market making, partnerships, go-to-market, listings, and development.”
DashdevsProfile set up by Edverise AI
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Dashdevs is a software development and fintech consulting firm that drives technological innovation for its clients by providing exceptional products, upgrading key systems, and integrating new technologies to achieve improved business results. Our primary clients include Dozens, TMZ, JTI, UniPrint.
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Kyiv, Ua
Services Provided+12 Services
15% Custom Web Application Development
10% Mobile App Development (iOS & Android)
10% Backend Development
8% Frontend Development
AI Summary
“Dashdevs is a software development and fintech consulting firm delivering innovative technology solutions, system upgrades, and integrations to enhance business performance for diverse clients.”
menteProfile set up by Edverise AI
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Menteis is a technology partner that supports early-stage startups and their investors, including accelerators, incubators, business angels, venture capitalists, and corporate venture capitalists. We provide secure, scalable, and adaptable tech solutions that are specifically designed to meet the un
Highlights
10-49
Employees
Szczecin, West Pomeranian, Pl
Services Provided+3 Services
28% Custom Web Application Development
5% Blockchain & Web3 Development
20% AI Strategy & Roadmap Consulting
14% Generative AI
AI Summary
“Menteis partners with startups and investors, delivering tailored, scalable tech solutions, strategic consulting, and rapid development to ensure product success and investor confidence.”
QuestisProfile set up by Edverise AI
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Questis is a company focused on empowering individuals financially, offering a comprehensive personal finance solution that serves employees, employers, and advisors alike. We assist businesses in becoming impactful employers by addressing the underlying issues that lead to financial stress among wo
Highlights
10-49
Employees
Charleston, South Carolina, Us
Services Provided+8 Services
10% Go-to-Market Strategy
12% Business Model Design & Validation
8% Operational Process Consulting
9% Market Research & Competitive Intelligence
AI Summary
“Questis delivers comprehensive personal finance solutions for employees, employers, and advisors, leveraging behavioral science and coaching to reduce financial stress and promote empowerment.”
Saxony PartnersProfile set up by Edverise AI
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We are Saxony Partners, a consulting firm specializing in management and digital solutions, dedicated to assisting organizations in maximizing their data's potential and making digital transformation achievable. We serve clients in diverse sectors such as Real Estate, Financial Services, Healthcare,
Highlights
$25,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Dallas, Texas, Us
Services Provided+24 Services
2% Generative AI
1% Custom AI Chatbot Development
3% Machine Learning Model Development
1% Conversational AI & Voice Assistant Development
AI Summary
“Saxony Partners is a consulting firm specializing in management and digital solutions, enabling clients across industries to harness data and technology for effective digital transformation.”
Stratan ConsultingProfile set up by Edverise AI
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Stratan Consulting is the leading data management consulting firm in Edmonton. Our diverse team possesses extensive experience collaborating with businesses across various industries. We are dedicated to upholding our core values when working with clients: professionalism, integrity, and hard work.
Highlights
$10,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Edmonton, Alberta, Ca
Services Provided+13 Services
3% Other IT Consulting and SI
4% ECM Consulting and SI
11% BI & Big Data Consulting & SI
4% CRM Consulting and SI
AI Summary
“Stratan Consulting, Edmonton's leading firm, offers expert data management, AI, BI, software development, UI/UX, and business consulting services, emphasizing professionalism, integrity, and client-focused solutions.”
OSERProfile set up by Edverise AI
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OSER is a consultancy focused on strategic growth and branding, assisting UK-scale businesses and enterprising founders in achieving sustainable, measurable expansion. We integrate high-level marketing expertise with brand strategy, creative direction, and AI-powered performance marketing to help bu
Highlights
$5,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
Services Provided+6 Services
10% Go-to-Market Strategy
5% Business Model Design & Validation
4% Operational Process Consulting
7% Market Research & Competitive Intelligence
AI Summary
“OSER is a UK consultancy specializing in strategic growth and branding, combining marketing expertise and AI-driven performance to help businesses accelerate customer acquisition and scale efficiently.”

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