Top Financial services Companies

Find the best companies specializing in the Financial services industry. Edverise helps you discover and compare Financial services agencies, assess their services and expertise, and choose the right partner for your project.

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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

10,000 Companies

List of the Best Financial services Companies

Genesis Wealth Advisor Group, LLC
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Assisting Individuals, Families & Business Owners in Creating, Safeguarding & Transferring Wealth Genesis Wealth Advisor Group, LLC is an independent fiduciary financial advisor located in Marlton, New Jersey, catering to clients in South Jersey, Greater Philadelphia, and throughout NJ, PA, DE, NY,
Highlights
2-9
Employees
Evesham, New Jersey, Us
Services Provided
34% Financial Planning
33% Financial Advisory & Consulting
33% Insurance Services
AI Summary
“Genesis Wealth Advisor Group, LLC provides fiduciary financial advising, wealth management, retirement planning, and tax-efficient strategies to individuals, families, and business owners across multiple U.S. states.”
Exit Mergers & Acquisitions
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Are you prepared to make an exit? When you decide to sell your agency or business, finding trustworthy assistance can be challenging. We specialize in the buying and selling of marketing agencies and various local businesses. With a network of over 3,000 pre-qualified buyers and investors, we can he
Highlights
$250,000+
Min Project Size
2-9
Employees
Raytown, Missouri, Us
Services Provided
60% Mergers & Acquisitions Consulting
25% Business Brokerage Services
15% Business Valuation Services
AI Summary
“Exit Mergers & Acquisitions specializes in buying and selling marketing agencies and local businesses, offering exit strategies, valuations, and a structured 7-step process to ensure smooth transactions.”
CompatibL Technologies LLC
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CompatibL specializes in delivering tailored software development services, trading and risk management software solutions, cloud services, and model validation consulting for firms in the financial sector. The company has completed over 140 projects and has undertaken hundreds of quantitative consu
Highlights
$25,000+
Min Project Size
50-249
Employees
Warszawa, Masovian, Pl
Services Provided+2 Services
50% Software Development Services
10% Other IT Consulting and SI
10% QA & Software Testing
10% Cloud Consulting & SI
AI Summary
“CompatibL Technologies LLC provides customized software development, risk management solutions, cloud services, and model validation consulting to global financial firms, with extensive project experience since 2003.”
Cake & Arrow
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Cake & Arrow is a company specializing in UX Design and Product Innovation, focusing solely on the Financial Services and Insurance sectors. We believe that empathy creates opportunities. Our human-centered design methodology enables carriers, distributors, and service providers to develop exception
Highlights
$50,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
New York, New York, Us
Services Provided
50% Product UX Strategy
25% Digital Strategy
25% Web App UI Design
AI Summary
“Cake & Arrow specializes in UX design and product innovation for financial services and insurance, delivering human-centered digital solutions and strategy with over 20 years' expertise.”
CodeMax IT Solutions Pvt. Ltd.
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Established in 2016 and based in Goa, India, CodeMax IT Solutions Pvt. Ltd. is a prominent global fintech company focused on delivering secure, scalable, and compliant banking technology. Our solutions are trusted by financial institutions across five countries and 17 jurisdictions, providing essent
Highlights
$10,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
50-249
Employees
Services Provided+3 Services
13% Custom Web Application Development
12% Backend Development
8% API Development & Integration
17% AI Strategy & Roadmap Consulting
AI Summary
“CodeMax IT Solutions Pvt. Ltd. develops secure, scalable fintech platforms offering core banking, CRM, compliance, and real-time monitoring, powering global financial institutions with integrated, AI-driven technology.”
Alty
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Alty specializes in creating and developing digital products for companies dealing with high complexity and the necessity for scalable decision-making. For over 16 years, we have assisted fintech, banking, and product-focused organizations in turning intricate digital systems into scalable solutions
Highlights
$25,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Cascais, Pt
Services Provided+2 Services
23% Custom Web Application Development
10% Mobile App Development (iOS & Android)
14% Product UX Strategy
7% UX Research & Usability Testing
AI Summary
“Alty delivers scalable digital products integrating strategy, design, and engineering for fintech and banking clients worldwide, fostering growth with over 200 successful projects and multiple industry accolades.”
RM Bookkeeping & Accounting Services
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Founded in 2006 by Renee MacDonald, RM Bookkeeping has assisted numerous businesses in discovering solutions that facilitate growth and innovation through the use of real-time data.
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Welland, Ontario, Ca
Services Provided
70% Bookkeeping Services
30% Accounting Services
AI Summary
“Founded in 2006, RM Bookkeeping & Accounting Services provides businesses with real-time data solutions to enhance growth, innovation, and financial management efficiency.”
UX Boğa | Fintech Design Solutions
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Premier Fintech Design Proficiency At Boğa, we are convinced that exceptional design and user experience are crucial for success in the competitive fintech landscape. This is why we dedicate ourselves to assisting our clients in reaching their objectives through top-notch, user-focused design and st
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Services Provided+1 Services
33% Mobile App Development (iOS & Android)
20% Product UX Strategy
14% Mobile App UI Design
23% Brand Identity Design
AI Summary
“UX Boğa specializes in delivering user-focused design and strategic planning expertise to fintech companies, enhancing user experience and driving client success in a competitive market.”
M
Mobter
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mobile development studio
Highlights
$1,000+
Min Project Size
2-9
Employees
Warszawa, Masovian, Pl
Services Provided+1 Services
10% Custom Web Application Development
35% Mobile App Development (iOS & Android)
5% E-Commerce Development
25% AI Strategy & Roadmap Consulting
AI Summary
“Mobter is a mobile development studio specializing in creating innovative and user-friendly mobile applications and solutions across diverse platforms, ensuring high-quality digital experiences.”
Paynuity
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To enable companies and financial organizations by delivering top-quality financial technology and exceptional customer support through our cohesive, enterprise-level, global payments platform.
Highlights
10-49
Employees
Orlando, Florida, Us
Services Provided
60% Payment Processing Services
40% Financial Advisory & Consulting
AI Summary
“Paynuity provides enterprise-level, global payment solutions and exceptional customer support, empowering companies and financial organizations with advanced financial technology platforms.”

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