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

SMD Technosol
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Since 2017, SMD Technosol has been offering IT consulting services and has successfully completed more than 100 projects. Our clientele encompasses small businesses, large corporations, government entities, and educational organizations.
Highlights
10-49
Employees
Dallas, Texas, Us
Services Provided+9 Services
5% Interim C-Suite & Fractional Leadership
5% Business Model Design & Validation
5% Pricing Strategy Consulting
5% Business Plan Development
AI Summary
“Founded in 2017, SMD Technosol provides IT consulting services to diverse clients including businesses, governments, and educational institutions, successfully completing over 100 projects.”
Marlabs Inc
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Marlabs assists businesses in embracing Digital Transformation through its Digital360 framework, which includes various components such as Digital Product Engineering, Digital Automation, Enterprise Analytics, Cloud services, Digital Security, and Digital User Experience, all aimed at providing an a
Highlights
$100,000+
Min Project Size
1000-9999
Employees
Piscataway, New Jersey, Us
Services Provided+20 Services
14% Custom Web Application Development
8% Mobile App Development (iOS & Android)
8% Blockchain & Web3 Development
4% ERP & CRM Development
AI Summary
“Marlabs delivers comprehensive digital transformation solutions—including product engineering, automation, analytics, AI, cloud, and security—enhancing customer experiences across diverse industries with rapid innovation and proven expertise.”
Thought Source
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Management consulting services offered by seasoned, innovative technologists with global experience, catering to tech investors, technology firms, and businesses driven by technology.
Highlights
2-9
Employees
Bondi Junction, New South Wales, Au
Services Provided+20 Services
7% Go-to-Market Strategy
7% Business Model Design & Validation
5% Operational Process Consulting
5% Market Research & Competitive Intelligence
AI Summary
“Thought Source delivers management consulting through experienced technologists, serving technology-driven businesses, tech investors, and firms worldwide with innovative, expert guidance.”
The Deckery
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The Deckery is a Presentation Design and Pitch Deck Agency dedicated to relieving you of the burden of deck design. Over the past ten years, we have collaborated with Fortune 500 companies, startup founders, and prominent investors in the wealth management industry, and we have seen how impactful a
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Services Provided+14 Services
3% Brand Identity Design
5% Graphic Design
5% Marketing Collateral Design
17% Pitch Deck & Presentation Design
AI Summary
“The Deckery specializes in designing impactful presentation decks, partnering with startups, Fortune 500s, and investors to deliver visually engaging communications worldwide.”
Globrands strategy by naming
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Globrands is a creative naming agency focused on brand strategy that has evolved over 40 years to become Europe's top expert in verbal branding, brand names, and verbal identity. We are part of the UP Group, which includes eight 'hero brand' consultancies, and we co-founded and lead the Global Namin
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Amsterdam, North Holland, Nl
Services Provided+5 Services
35% Brand Identity Design
15% Brand Refresh & Rebranding
5% Operational Process Consulting
5% Partnership & Channel Strategy
AI Summary
“Globrands is Europe's leading creative naming agency, specializing in brand strategy and verbal branding with a global multilingual team delivering innovative naming solutions for diverse clients.”
Open Velocity
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We are the marketing consultancy selected by rapidly expanding technology firms aiming to accelerate growth, secure their next funding round, and create impactful results swiftly. **CMO-Level Assistance** We support companies in reaching their objectives by offering fractional CMO services and m
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
York, England, Gb
Services Provided+12 Services
4% Market Research & Competitive Intelligence
3% Customer Experience (CX) Strategy
4% Fundraising & Investor Readiness Consulting
3% Business Model Design & Validation
AI Summary
“Open Velocity is a marketing consultancy providing fractional CMO services and strategic guidance to tech firms, helping accelerate growth, secure funding, and build sustainable marketing functions.”
Strenure
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🌟 Strenure: Your Digital Transformation Ally With over 5 years of industry experience and a portfolio featuring more than 300 satisfied clients globally, Strenure has become a prominent IT company. Our impressive partnerships include leading names such as Redbull, Amazon, and The Wall Street Journa
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Singapore, Singapore, Sg
Services Provided+12 Services
12% Custom Web Application Development
8% Backend Development
7% Frontend Development
4% CMS Development & Customization
AI Summary
“Strenure is a global IT company offering comprehensive web, mobile, blockchain development, quality assurance, and digital marketing services, serving startups to enterprises with proven expertise and industry recognition.”
Oodles ERP Solutions | ERP Software Development
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Oodles ERP, a subsidiary of Oodles Technologies Pvt. Ltd., specializes in providing tailored ERP software development services for companies of all sizes. Our comprehensive ERP development services deliver enterprise-level software solutions for areas such as CRM, HRM, warehouse management, workforc
Highlights
$5,000+
Min Project Size
< $25/hr
Avg Hourly Rate
250-999
Employees
Gurugram, Haryana, In
Services Provided+22 Services
2% CMS Development & Customization
5% Backend Development
3% Legacy System Modernization
3% Mobile App Development (iOS & Android)
AI Summary
“Oodles ERP Solutions offers comprehensive, customized ERP software development and integration services across CRM, HRM, e-commerce, and supply chain, leveraging over a decade of global expertise.”
Dataplatr
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Dataplatr is a prominent provider of data analytics services, dedicated to simplifying intricate data issues to enable businesses to make quicker and more informed decisions. As a Google Premier Partner, we utilize the latest technologies to offer tailored, managed, and fractional services that cate
Highlights
$1,000+
Min Project Size
10-49
Employees
Palo Alto, California, Us
Services Provided+17 Services
5% MLOps & Model Deployment Infrastructure
1% Other IT Consulting and SI
3% AI Strategy & Roadmap Consulting
3% Generative AI
AI Summary
“Dataplatr specializes in advanced data analytics, AI, and cloud solutions, delivering tailored, innovative services across industries to empower informed business decisions and digital transformation.”
Dreamix
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Dreamix is an IT services provider based in Europe, established in 2007, with extensive experience in developing and enhancing strategic software for prominent companies in North America, Europe, and the Middle East. Our service quality has earned recognition from esteemed organizations like Forbes,
Highlights
$50,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
250-999
Employees
Sofia, Sofia, Bg
Services Provided+24 Services
4% ERP & CRM Development
3% Mobile App Development (iOS & Android)
4% API Development & Integration
5% E-Commerce Development
AI Summary
“Established in 2007, Dreamix provides comprehensive IT services including custom software development, AI, cloud computing, and digital transformation across diverse industries worldwide with recognized quality.”

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