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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67 Companies

Top Financial services Fundraising & Investor Readiness Consulting Companies

Questis
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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 Partners
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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.”
Venpas Services LLC
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-Integrated Synergy: We view BPO, marketing, and staffing as interconnected parts of a single ecosystem rather than isolated functions. Our value comes from connecting customer interactions to market expansion, ensuring that every engagement—from lead generation efforts to support calls—aligns with
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Services Provided+2 Services
55% Customer Support Outsourcing
15% Sales Development Representative (SDR) Services
10% Offshore Back-office Services
10% Translation & Interpretation Services
AI Summary
“Venpas Services LLC integrates BPO, marketing, and staffing to provide customized solutions precisely aligned with clients' unique operational needs, driving revenue and market growth.”
Stratan Consulting
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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.”
OSER
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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.”
Epik Systems
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In both startups and new initiatives within established organizations, we recognize that the opportunity for innovation and problem-solving is often brief, making speed crucial. Epik offers the technological skills necessary for swift software development, as well as the industry knowledge needed to
Highlights
$50,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Carlsbad, California, Us
Services Provided+18 Services
3% AI Strategy & Roadmap Consulting
2% LLM Integration & Prompt Engineering
2% Custom AI Chatbot Development
2% Machine Learning Model Development
AI Summary
“Epik Systems specializes in rapid software development and industry-informed solutions, enabling startups and organizations to innovate and implement effective technologies swiftly and efficiently.”
Wave Europe
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Are you trying to grow your business? Let our expert team assist you with our scaling and outsourcing solutions. We offer customized strategies crafted specifically for your brand, addressing any challenges or requirements you may face. Video: https://www.youtube.com/watch?v=JR1xCSYudUw
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Krakow, Lesser Poland, Pl
Services Provided+6 Services
10% AI Strategy & Roadmap Consulting
8% Custom AI Chatbot Development
10% Machine Learning Model Development
5% LLM Integration & Prompt Engineering
AI Summary
“Wave Europe specializes in tailored scaling and outsourcing solutions, providing expert strategies to help businesses overcome challenges and achieve sustainable growth across various industries.”
Management And IT Consulting Ltd.-MAIT
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Management and IT Consulting Ltd. (MAIT) is an international consulting firm that specializes in management and IT solutions for clients around the world. We generate value for our customers by utilizing top talent and cutting-edge technology to achieve outstanding results. MAIT serves various secto
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Dhaka, Dhaka, Bd
Services Provided+13 Services
10% Custom Web Application Development
5% Mobile App Development (iOS & Android)
8% E-Commerce Development
7% ERP & CRM Development
AI Summary
“Management and IT Consulting Ltd. (MAIT) is a global firm delivering comprehensive IT and management consulting services across diverse sectors, leveraging top talent and advanced technology for client success.”
Advention Business Partners
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Advention Business Partners is a standalone strategy consulting firm with a rapidly expanding team of experts working globally from various locations, including Dubai, London, Moscow, Munich, New York, Paris, and Shanghai. Established in 2001, we have been assisting our clients for over two decades
Highlights
$50,000+
Min Project Size
$150+/hr
Avg Hourly Rate
50-249
Employees
Paris, Ile De France, Fr
Services Provided+4 Services
20% Go-to-Market Strategy
15% Business Model Design & Validation
15% Operational Process Consulting
20% Market Research & Competitive Intelligence
AI Summary
“Advention Business Partners is a global strategy consulting firm since 2001, providing expert market analysis and due diligence services across diverse industries from multiple international offices.”
Your Virtual Office
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Your Virtual Office is a subscription-based virtual assistant service located in Portland, Oregon. Clients benefit from personalized services for a fixed monthly fee, featuring a dedicated phone line and account manager, which allows them to grow their businesses into EMPIRES. Our goal is to deliver
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Services Provided+4 Services
20% Operational Process Consulting
10% Market Research & Competitive Intelligence
4% Fundraising & Investor Readiness Consulting
23% Outbound Lead Generation
AI Summary
“Your Virtual Office offers subscription-based virtual assistant services with dedicated support, providing diverse business solutions like customer service, project management, and marketing for various industries.”

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