These top financial consulting firms offer a wide range of high-quality services, including investment and tax planning, retirement and estate planning, and advice on financial transactions. Compare agencies based on case studies, testimonials, reputation, and cost to find the right partner for your business.

Best Financial Consultant Services

370 Companies - Rankings updated: August 19, 2026

We evaluate every business consulting firm on DesignRush according to expertise credentials and client satisfaction ratings. Some placements are sponsored.

Expertise
Finance
All Client Types
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  • GenAI-Labs

    Helping Forward Thinking Companies Transform Digital Visions Into Value

    Helping Forward Thinking Companies Transform Digital Visions Into Value

    Award-winning USA-based Generative-AI consultancy developing the future of intelligent solutions. We revolutionize business with cutting-edge, responsive AI technologies delivered cost-effectively, and specialize in delivering projects on-time and within budget...

    Top Services:

    • AI Development
    • Web Development
    • Software Development
    • Mobile App Development
    • Blockchain
    • Show more
    Location
    San Diego, California
    Number of Employees
    Under 49
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    5 Projects Listed
    View Profile
    5.0 5.0 (34)

  • BetterQA

    Next gen of QA, riding the wave of agentic pipelines.

    Next gen of QA, riding the wave of agentic pipelines.

    BetterQA is a Cluj-Napoca based software testing company that has built 8 proprietary tools to power modern QA. We help startups and enterprise teams ship safer, more reliable software through practical, real-world testing services. We go beyond finding bugs, we help teams grow with confidence...

    Top Services:

    • Software Testing
    • IT Services
    • Cybersecurity
    • DevOps Consulting
    • Business Consulting
    • Show more
    Location
    Cluj-Napoca, Romania
    Number of Employees
    50 - 99
    Average Hourly Rate
    $25/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    8 Projects Listed
    View Profile
    5.0 5.0 (31)

  • Disruptive Advertising

    Verified Verified by the DesignRush team for authenticity and credibility.
    Top-Rated PPC & Digital Marketing Agency Focused on Driving Results

    Top-Rated PPC & Digital Marketing Agency Focused on Driving Results

    We've done thousands of audits and discovered that 76% of marketing budgets are wasted. We'll show you where yours is leaking and how to fix it fast. No fluff. No strings attached...

    Top Services:

    • PPC
    • Social Media Marketing
    • Digital Marketing
    • Email Marketing
    • eCommerce
    • Show more
    Location
    Pleasant Grove, Utah
    Number of Employees
    100 - 249
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    5 Projects Listed
    View Profile
    4.9 4.9 (39)
    4.7 4.7 (297)

  • Buttercups

    Buttercups Agency leads the way in frontend development services, specializing deeply in React. Our focus is on creating seamless, dynamic user interfaces that excel in modern web standards and innovative design solutions. Leveraging our core expertise in React, we deliver highly responsive, scalable, and...

    Top Services:

    • IoT
    • AI Development
    • Blockchain
    • Software Development
    • UI/UX Design
    • Show more
    Location
    Kyiv, Ukraine
    Number of Employees
    Under 49
    Average Hourly Rate
    $35/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.9 4.9 (21)

  • Dynamic Wave Consulting

    As Featured on Forbes & Yahoo! Finance.

    As Featured on Forbes & Yahoo! Finance.

    Our team of award-winning designers, consultants, digital marketing experts, and media planners is dedicated to helping your business gain traction, resulting in significant revenue growth. As a top-rated Wix website design company, we have the expertise to elevate your online presence and drive success...

    Top Services:

    • Web Design
    • Digital Marketing
    • Branding
    • SEO
    • Web Development
    • Show more
    Location
    Philadelphia, Pennsylvania
    Number of Employees
    Under 49
    Average Hourly Rate
    $125/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    8 Projects Listed
    View Profile
    4.9 4.9 (20)

  • Enterprise Monkey

    Custom AI and Software development solutions

    Custom AI and Software development solutions

    Australias leading AI and software company, Enterprise Monkey helps organisations automate intelligently, scale faster, and work smarter. We build powerful custom systems that reduce costs, boost efficiency, and drive long-term partnerships through real-world innovation...

    Top Services:

    • Web Design
    • Mobile App Development
    • Digital Strategy
    • Web Development
    • WordPress Website Design
    • Show more
    Location
    Geelong, Australia
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    5 Projects Listed
    View Profile
    4.9 4.9 (19)
    5.0 5.0 (9)

  • Belkins

    Close more deals with ROI-focused lead acquisition

    Close more deals with ROI-focused lead acquisition

    Belkins is a B2B lead generation and #1 appointment setting agency helping companies build predictable pipeline through omnichannel allbound strategies. Belkins combines strategy, AI-backed outreach, and GTM expertise to drive long-term revenue growth across 50+ industries...

    Top Services:

    • Email Marketing
    • BPO
    • CRM Consulting
    • Business Consulting
    • Direct Marketing
    • Show more
    Location
    Dover, Delaware
    Number of Employees
    250 - 499
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    18 Projects Listed
    View Profile
    4.9 4.9 (16)
    4.3 4.3 (7)

  • Alltegrio

    AI/ML Consulting and Development Company

    AI/ML Consulting and Development Company

    Alltegrio specializes in Custom AI Solutions Development . Generative AI, Machine Learning, Computer Vision, AI Assistants Development, Natural Language Processing, OCR Data, Data Annotation all tailored to your unique business needs...

    Top Services:

    • AI Development
    • Software Development
    • IT Services
    • Business Consulting
    • Big Data Analytics
    • Show more
    Location
    Delaware City, Delaware
    Number of Employees
    100 - 249
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $25,000 - $50,000
    Portfolios Count
    20 Projects Listed
    View Profile
    4.9 4.9 (14)

  • TruAdvantage

    Award-Winning IT & Cybersecurity

    Award-Winning IT & Cybersecurity

    TruAdvantage is a Bay Area based, award-winning IT firm specializing in managed IT, managed Cybersecurity, cloud solutions and strategic IT . Our passion is to bring enterprise-level productivity, simplicity, scalability, and security to over 100 businesses that have chosen us as their IT partner...

    Top Services:

    • Managed Services
    • Cybersecurity
    • IT Services
    • Staff Augmentation
    • Business Consulting
    • Show more
    Location
    San Jose, California
    Number of Employees
    Under 49
    Average Hourly Rate
    $165/hr
    Portfolios Count
    8 Projects Listed
    View Profile
    4.9 4.9 (14)
    5.0 5.0 (219)

  • LME Services

    Managed I.T. Services & Cybersecurity Solutions Since 1994

    Managed I.T. Services & Cybersecurity Solutions Since 1994

    LME Services provides Managed IT Services, Cybersecurity, Ai Automation and Compliance Consulting since '94...

    Top Services:

    • Managed Services
    • IT Services
    • Cybersecurity
    • Cloud Consulting
    • IT Compliance Solution
    • Show more
    Location
    Hoffman Estates, Illinois
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Portfolios Count
    8 Projects Listed
    View Profile
    4.9 4.9 (11)
    4.9 4.9 (30)

  • Paperboat Tech Solutions

    Transforming Businesses Through Technology, Marketing & Innovation.

    Transforming Businesses Through Technology, Marketing & Innovation.

    Paperboat Tech Solutions is a custom software development and digital marketing agency with 19+ years of experience. We specialize in web development, mobile apps, healthcare marketing, SEO, UI/UX design, and business automation solutions that drive measurable growth...

    Top Services:

    • Digital Services
    • IT Services
    • Web Development
    • Digital Strategy
    • eCommerce Development
    • Show more
    Location
    Ahmedabad, India
    Number of Employees
    Under 49
    Portfolios Count
    3 Projects Listed
    View Profile
    4.9 4.9 (11)
    5.0 5.0 (25)

  • Kanerika Inc

    Transforming Businesses with AI, Analytics, and Intelligent Automation

    Transforming Businesses with AI, Analytics, and Intelligent Automation

    Kanerika Inc. is a global IT consulting firm specializing in AI, analytics, data modernization, and automation. We help businesses of all sizes streamline operations and drive digital transformation...

    Top Services:

    • AI Development
    • Big Data Analytics
    • Cloud Consulting
    • Business Consulting
    • IT Services
    • Show more
    Location
    Austin, Texas
    Number of Employees
    250 - 499
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile
    4.9 4.9 (9)
    5.0 5.0 (6)

  • Axisbits GmbH

    The software studio for businesses that want to build, automate and scale.

    The software studio for businesses that want to build, automate and scale.

    Axisbits is a specialized software studio for digital platforms. We help businesses test digital offerings faster, operate them reliably and scale them with purpose. Our approach: think like investors, build like engineers, act like entrepreneurs...

    Top Services:

    • Software Development
    • Web Development
    • eCommerce Development
    • Web Design
    • Mobile App Development
    • Show more
    Location
    Zürich, Switzerland
    Number of Employees
    Under 49
    Average Hourly Rate
    $60/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    6 Projects Listed
    View Profile
    4.8 4.8 (14)
    5.0 5.0 (22)

  • Starfish

    Verified Verified by the DesignRush team for authenticity and credibility.
    Brand and Creative Intelligence™ agency

    Brand and Creative Intelligence™ agency

    Starfish is the Brand and Creative Intelligence™ agency that strategically builds brands for the rapidly evolving integration of the human and AI universe...

    Top Services:

    • Branding
    • Logo Design
    • Creative Services
    • Graphic Design
    • Web Design
    • Show more
    Location
    New York City, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
    Minimal Budget
    $25,000 - $50,000
    Portfolios Count
    20 Projects Listed
    View Profile
    4.8 4.8 (11)
    4.5 4.5 (2)

  • Daniel James

    Strategic Business Consulting | Digital Growth | Brand Architecture

    Strategic Business Consulting | Digital Growth | Brand Architecture

    Daniel James Consulting is a New Yorkbased business consulting and marketing firm redefining how modern companies grow. We blend strategy, creativity, and execution into one cohesive framework helping brands scale with precision and presence...

    Top Services:

    • Web Design
    • SEO
    • PPC
    • Digital Marketing
    • Social Media Marketing
    • Show more
    Location
    Montrose, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $125/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile
    4.8 4.8 (10)
    4.8 4.8 (67)

  • Dimov Tax

    Verified Verified by the DesignRush team for authenticity and credibility.
    Let us save you time & money.

    Let us save you time & money.

    Dimov Tax offers expert domestic and international tax and financial services, including individual and business tax preparation, cryptocurrency and stock taxation, IRS/state notice resolution, forensic accounting, M&A consulting, property management accounting, CPA letters, and tailored strategies...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Denver, Colorado
    Number of Employees
    Under 49
    Portfolios Count
    4 Projects Listed
    View Profile
    4.8 4.8 (9)
    4.5 4.5 (72)

  • HIREQUARTERS

    Performance Content That Ranks | Authority That Converts for High-Competition Industries

    Performance Content That Ranks | Authority That Converts for High-Competition Industries

    HIREQUARTERS is an SEO and content agency helping iGaming, crypto, cybersecurity, and FinTech brands grow through organic search...

    Top Services:

    • Content Marketing
    • SEO
    • Digital Marketing
    • Social Media Marketing
    • Affiliate Marketing
    • Show more
    Location
    Niš, Serbia
    Number of Employees
    Under 49
    Average Hourly Rate
    $80/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    3 Projects Listed
    View Profile
    4.8 4.8 (8)
    4.8 4.8 (4)

  • The Apptitude

    Think Big. Think The Apptitude - We build apps that build your business.

    Think Big. Think The Apptitude - We build apps that build your business.

    Think Big. Think The Apptitude. This is not merely a slogan - we welcome challenges and deliver sustainable results as per the needs and timeline of clients. From startups to established businesses, The Apptitude has been helping brands succeed in the AI and digital world for well over 9 years...

    Top Services:

    • Software Development
    • Mobile App Development
    • Blockchain
    • AI Development
    • eCommerce Development
    • Show more
    Location
    Houston, Texas
    Number of Employees
    100 - 249
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $25,000 - $50,000
    Portfolios Count
    8 Projects Listed
    View Profile
    4.8 4.8 (8)

  • HatchWorks AI

    We build AI-native solutions and use AI to build software better, faster, smarter.

    We build AI-native solutions and use AI to build software better, faster, smarter.

    Your AI and Data transformation partner. We help you unlock AIs value through the power of your data...

    Top Services:

    • AI Development
    • Staff Augmentation
    • Software Development
    • Big Data Analytics
    • Software Testing
    • Show more
    Location
    Atlanta, Georgia
    Number of Employees
    100 - 249
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    11 Projects Listed
    View Profile
    4.8 4.8 (7)
    4.5 4.5 (8)

  • Quest Global Technologies Ltd

    Your Partners in Success.

    Your Partners in Success.

    Quest Global Technologies is a global leader in development & consultation of cutting-edge Blockchain, Metaverse, AR/VR, QA, Automation, Salesforce & Web3 advancements...

    Top Services:

    • Blockchain
    • AI Development
    • Digital Marketing
    • IT Services
    • Business Consulting
    • Show more
    Location
    Indore, India
    Number of Employees
    100 - 249
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $25,000 - $50,000
    Portfolios Count
    6 Projects Listed
    View Profile
    4.8 4.8 (6)
    4.2 4.2 (48)

  • Highland

    Understand your customers. Design & build better technology.

    Understand your customers. Design & build better technology.

    We're a digital experience agency with a fierce commitment to keeping people at the center of our work...

    Top Services:

    • UI/UX Design
    • Product Design
    • Digital Services
    • Digital Strategy
    • Business Consulting
    • Show more
    Location
    Chicago, Illinois
    Number of Employees
    Under 49
    Average Hourly Rate
    $200/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    8 Projects Listed
    View Profile
    4.8 4.8 (6)
    4.3 4.3 (12)

  • Giant Marketers

    Digital marketing around the world.

    Digital marketing around the world.

    Giant Marketers, with a legacy spanning over 14 years in the dynamic online marketing industry, proudly serves clients in over 55 countries. Our team of over 50 dedicated local and international SEO specialists has garnered a remarkable 98% client satisfaction rate, particularly among small and medium-sized...

    Top Services:

    • Web Design
    • eCommerce Development
    • Web Development
    • WordPress Website Design
    • Digital Marketing
    • Show more
    Location
    Cumilla, Bangladesh
    Number of Employees
    Under 49
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $50,000 & Up
    View Profile
    4.8 4.8 (6)
    4.9 4.9 (224)

  • Use All Five

    Verified Verified by the DesignRush team for authenticity and credibility.
    Design and developing digital experiences that move people

    Design and developing digital experiences that move people

    Use All Five is a dynamic digital agency that specializes in crafting extraordinary experiences that will captivate and move your audiences...

    Top Services:

    • Digital Services
    • Web Design
    • Web Development
    • Graphic Design
    • Digital Strategy
    • Show more
    Location
    Los Angeles, California
    Number of Employees
    Under 49
    View Profile
    4.8 4.8 (5)
    5.0 5.0 (5)

  • Haute in Texas

    Join us in pursuit of the haute life.

    Join us in pursuit of the haute life.

    You want high-end PR & Marketing strategies, constructed by hand for your brand from start to finish. We are an award-winning team who believes in Integrity, Community, Passion, and Compassion. With clients all over Texas, and in almost every industry, we can propel and curate your brand’s online and...

    Top Services:

    • Social Media Marketing
    • Digital Marketing
    • Public Relations
    • Branding
    • Digital Services
    • Show more
    Location
    San Antonio, Texas
    Number of Employees
    Under 49
    Average Hourly Rate
    $120/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    2 Projects Listed
    View Profile
    4.8 4.8 (5)
    5.0 5.0 (22)

  • I am Your Virtual Professional

    Unleash Success with Small Business Consulting Services.

    Unleash Success with Small Business Consulting Services.

    I Am Your Virtual Professional offers small business consulting service that focuses on entrepreneurs and soloepreneurs. Founded with a commitment to be efficient and reliable. I offer range of services designed to streamline operations and enhance productivity...

    Top Services:

    • Business Consulting
    • Digital Marketing
    • SEO
    • Email Marketing
    • Branding
    • Show more
    Location
    Tzur Hadassah, Israel
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    Under $1,000
    View Profile
    4.8 4.8 (5)

  • Nadcab Labs

    Blockchain Development Company

    Blockchain Development Company

    Nadcab Labs is a leading blockchain development company that partners with businesses to build innovative, secure, and scalable digital solutions. Our approach blends our clients vision with our deep technical expertise to drive long-term growth and digital transformation...

    Top Services:

    • Blockchain
    • Software Development
    • IoT
    • Mobile App Development
    • IT Services
    • Show more
    Location
    Delhi, India
    Number of Employees
    100 - 249
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    17 Projects Listed
    View Profile
    4.7 4.7 (79)
    5.0 5.0 (124)

  • Effect-Driven Design Studio

    Supporting founders in deep tech with outcome-driven design.

    Supporting founders in deep tech with outcome-driven design.

    We are a human- and effect-driven design studio with tech consulting expertise. We excel at partnering with early-stage and scale-up businesses. We see design as a powerful tool for communication, ensuring alignment and clarity among all stakeholders throughout the process. Our approach focuses on...

    Top Services:

    • UI/UX Design
    • Digital Services
    • Design Services
    • Web Design
    • Market Research
    • Show more
    Location
    Warsaw, Poland
    Number of Employees
    Under 49
    Average Hourly Rate
    $42/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    5 Projects Listed
    View Profile
    4.7 4.7 (4)
    5.0 5.0 (1)

  • LSI Media

    Blending Strategy & Creativity

    Blending Strategy & Creativity

    Digital media firm with 12+ years brand-building experience & 25+ years in IT. We specialize in AI automation & transformation, web design, social media marketing, graphic design &video creation. For gov. clients, we provide strategic analysis and program/project mgmt. >>PMP & DHS 508 Trusted Cert...

    Top Services:

    • Web Design
    • Video Production
    • Software Development
    • eCommerce Development
    • Social Media Marketing
    • Show more
    Location
    Leesburg, Virginia
    Number of Employees
    Under 49
    Average Hourly Rate
    $110/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    9 Projects Listed
    View Profile
    4.7 4.7 (4)

  • epicX

    Scale With Tech Outsourcing & Offshore Development

    Scale With Tech Outsourcing & Offshore Development

    epicX is the tech outsourcing partner for startups, matching you with top 5% remote developers in 48 hoursfast, vetted, and built for scale...

    Top Services:

    • Staff Augmentation
    • Software Development
    • Mobile App Development
    • AI Development
    • DevOps Consulting
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    100 - 249
    Average Hourly Rate
    $35/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    5 Projects Listed
    View Profile
    4.7 4.7 (4)
    5.0 5.0 (4)

  • Software Development Hub

    Partnership that works for you

    Partnership that works for you

    At Software Development Hub, we specialize in enterprise software development, offering expert web & mobile app solutions since 2014. Our agile approach spans various domains and technologies. Connect for a free estimate: info@sdh-it.com...

    Top Services:

    • Software Development
    • Mobile App Development
    • Web Design
    • Web Development
    • Product Design
    • Show more
    Location
    Hamburg, Germany
    Number of Employees
    100 - 249
    Average Hourly Rate
    $38/hr
    Minimal Budget
    $25,000 - $50,000
    Portfolios Count
    17 Projects Listed
    View Profile
    4.7 4.7 (4)

  • Manifesto

    We believe brands were meant to stand for more.

    We believe brands were meant to stand for more.

    Manifesto is a courage-driven brand agency with locations in Milwaukee, Nashville, and Portland, OR. We specialise in uniting people behind the heart and soul of the most ambitious companies in the world...

    Top Services:

    • Branding
    • Creative Services
    • Digital Services
    • Video Production
    • Digital Marketing
    • Show more
    Location
    Portland, Oregon
    Number of Employees
    Under 49
    Average Hourly Rate
    $175/hr
    Minimal Budget
    $50,000 & Up
    Portfolios Count
    1 Project Listed
    View Profile
    4.7 4.7 (4)
    5.0 5.0 (2)

  • Kanda Software

    A Reliable Full-Service Software Development, Cloud, DevOps and QA Partner

    A Reliable Full-Service Software Development, Cloud, DevOps and QA Partner

    Leveraging 30 years of excellence designing, developing, deploying and supporting world-class software solutions, Kanda Software has established itself as a trusted Software Development, Cloud Engineering, DevOps and QA partner for companies ranging from innovative startups to large enterprises...

    Top Services:

    • Software Development
    • Mobile App Development
    • IT Services
    • IoT
    • VR/AR
    • Show more
    Location
    Boston, Massachusetts
    Number of Employees
    500 - 999
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $50,000 & Up
    Portfolios Count
    16 Projects Listed
    View Profile
    4.7 4.7 (4)
    4.8 4.8 (8)

  • Sigma Software

    Superior Business Solutions

    Superior Business Solutions

    Sigma Software specializes in developing software and is a globally distributed team of more than 2000 skilled IT professionals, spanning 12 countries including the USA, Sweden, UK, Canada, Israel, Singapore, UAE, Australia, Austria, Ukraine, and more. With a track record of over 20 successful years, we take...

    Top Services:

    • Software Development
    • Web Design
    • Mobile App Development
    • VR/AR
    • Business Consulting
    • Show more
    Location
    Lviv, Ukraine
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $40/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    14 Projects Listed
    View Profile
    4.6 4.6 (4)
    4.8 4.8 (81)

  • Raya Contact Center

    FIRST CLASS CX DOMAIN EXPERTISE

    FIRST CLASS CX DOMAIN EXPERTISE

    RAYA Customer Experience is a world-class business process outsourcing (BPO) and contact center outsourcing (CCO) service provider offering customer experience management, seat rental solutions, back-office, and digital services to global clients, including global Fortune 1000 companies in Europe, the Middle...

    Top Services:

    • Phone Answering Services
    • BPO
    • Call Centers
    • HR Outsourcing
    • Customer Support
    • Show more
    Location
    Giza, Egypt
    Number of Employees
    250 - 499
    Average Hourly Rate
    $100/hr
    Portfolios Count
    2 Projects Listed
    View Profile
    4.6 4.6 (3)

  • Brain Brand

    We are Brain Brand an Unconventional Event Marketing Agency.

    We are Brain Brand an Unconventional Event Marketing Agency.

    Great ideas turn dreams into reality. Discover a world where anything is possible; get to know us and unlock limitless potential...

    Top Services:

    • Product Design
    • Video Production
    • Event Marketing
    • Business Consulting
    • Video Marketing
    • Show more
    Location
    Bogota, Colombia
    Number of Employees
    Under 49
    View Profile
    4.6 4.6 (3)

  • Helpware

    End-to-end CX solutions that delight customers.

    End-to-end CX solutions that delight customers.

    Make customer experience your strongest competitive advantage. CX forms the beating heart of Business Process Management, delivering success by boosting customer retention and ensuring less costly, more efficient operations...

    Top Services:

    • Customer Support
    • BPO
    • Call Centers
    • Phone Answering Services
    • Business Consulting
    • Show more
    Location
    Lexington, Kentucky
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $25/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    17 Projects Listed
    View Profile
    4.6 4.6 (3)
    4.3 4.3 (6)

  • MTLT

    Translation is in our DNA.

    Translation is in our DNA.

    We are a small boutique agency dedicated to medical, technical, fintech, IT and automotive translation, localization and quality assurance services...

    Top Services:

    • Translation Services
    • Business Consulting
    • Software Testing
    • eCommerce
    • Web Development
    • Show more
    Location
    Athens, Greece
    Number of Employees
    Under 49
    Average Hourly Rate
    $1/hr
    Minimal Budget
    Under $1,000
    View Profile
    4.6 4.6 (3)

  • Itransition

    Verified Verified by the DesignRush team for authenticity and credibility.
    Turning Software Ideas Into Reality

    Turning Software Ideas Into Reality

    Itransition specializes in assisting startups and medium to large scale businesses with their software solution needs. Our range of services encompasses the entire development lifecycle, from initial business process inquiry and modeling to comprehensive systems engineering...

    Top Services:

    • Software Development
    • IT Services
    • Business Consulting
    • eCommerce Development
    • Cloud Consulting
    • Show more
    Location
    Lakewood, Colorado
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $40/hr
    Minimal Budget
    $50,000 & Up
    Portfolios Count
    8 Projects Listed
    View Profile
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Rated 4.8 on Google and 4.7 on Trustpilot, DesignRush Agency Directory is a reliable resource for finding financial consulting firms. We owe this to our executive selection team, which follows a strict screening process when featuring agencies on the platform, assessing key performance indicators, like portfolio, client reviews, and industry reputation.

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Financial Consulting Firm Hiring Guide

What is a financial consulting firm?

A financial consulting firm is a firm that acts as a strategic partner, offering your business financial consultation services and strategic planning to guide it toward growth opportunities. These firms go beyond basic financial advice by delving deeper into roadmap development, risk management, and long-term financial goals achievements. 

Financial consulting firms house a team of experienced professionals with diverse expertise in various verticals, which we can further group into areas of focus and client types. Specifically, these are the most common financial consultants and their specializations: 

By area of focus: 

  • Strategic financial consultants 
    Focus on the big picture, working with businesses to define financial goals, develop strategic plans, and manage financial risks 
  • Investment consultants 
    Manage investment portfolios and assist with asset allocation, selecting securities, and creating investment strategies aligned with the business’ needs 
  • Mergers and Acquisitions (M&A) consultants 
    Guide the M&A process, from valuation and due diligence to negotiation and closing 
  • Business valuation consultants 
    Specialize in determining the fair market value of a business for sales, estate planning, or attracting investors by accurately assessing a company’s worth 
  • Litigation support consultants 
    Offer services like forensic accounting, fraud investigation, or calculating economic damages to support your case. They act as your financial warriors in the courtroom 
  • Succession planning consultants 
    Help businesses develop a strategy to ensure a smooth transition of ownership and leadership 

By client type: 

  • Corporate financial consultants 
    Cater to the needs of corporations, helping them with strategic financial planning, risk management, and improving financial performance 
  • Family office consultants 
    Manage the financial affairs of high-net-worth individuals and families. Services include but are not limited to investment management, estate planning, and tax strategies 
  • Non-profit financial consultants 
    Provide financial guidance to non-profit organizations, assisting them with budgeting, fundraising, and ensuring financial sustainability. They help non-profits achieve their social mission while maintaining sound financial practices 

Success Story 

The following success story of a global skincare company perfectly describes the benefits of hiring a financial consulting firm.  

  • Challenge: The skincare company was struggling with its inefficient book closing, which took over 40 days to complete, leaving key stakeholders and its private equity sponsor to wait for critical financial reports. Additionally, these reports lacked valuable insights that could guide future business decisions.  
  • Solution: To address the problem, Protiviti conducted a thorough assessment and redesign of the company’s existing book closing, reporting, and forecasting processes. The financial consulting firm pinpointed inefficiencies and areas for improvement. With a focus on transparency and data-driven decision-making, it transformed the client’s processes to meet the increased business demands. 
  • Results: The client’s book closing process was streamlined within 25 days. Inventory closing time was slashed from five days to 4 hours. This newfound efficiency translated into enhanced financial reporting. Monthly reports were enriched with valuable analytics, providing stakeholders with a much clearer picture of the company's financial health. 

What do financial consulting firms do?

Financial consulting firms offer businesses a wide range of services to improve their financial situation and help them succeed. Here’s a breakdown of their core functionalities: 

Strategic financial planning and analysis: 

  • Goal setting and roadmap 
    Collaborate with you to define your financial goals, whether maximizing profitability, expanding operations, or preparing for an exit strategy. They then develop a roadmap outlining actionable steps to achieve these goals 
  • Financial modeling and forecasting 
    Use financial modeling tools to predict future cash flow, analyze potential scenarios, and assess the financial implications of business decisions 
  • Market research and analysis 
    Stay updated on relevant industry trends, economic factors, and competitor analysis to provide insights into making informed strategic decisions 

Risk Management and Mitigation: 

  • Identifying financial risks 
    Analyze your financial data to uncover potential risks, such as fluctuations in currency exchange rates, rising interest rates, or economic downturns 
  • Developing risk management strategies 
    Work with you to implement strategies to mitigate these risks, including diversification of investments, hedging strategies, or contingency plans 
  • Stress testing 
    Perform stress tests to simulate how your business might respond to various economic or market scenarios, helping you prepare for potential challenges 

Business improvement: 

  • Cost reduction strategies 
    Analyze your spending patterns and identify areas where you could optimize costs. This could involve streamlining operations, negotiating better deals with vendors, or identifying tax-saving opportunities 
  • Increased revenue generation 
    Assist in developing strategies to expand your customer base, improve pricing models, or enter new markets, ultimately leading to increased revenue streams 
  • Performance measurement and benchmarking 
    Consultants set up key performance indicators (KPIs) to track your financial progress and benchmark your performance against industry standards 

Specialized services: 

  • Investment management 
    Assist with portfolio allocation, asset selection, and managing investment strategies 
  • Mergers and acquisitions (M&A) 
    Guide through the M&A process, from valuation to negotiation and due diligence 
  • Business valuation 
    Help in determining the fair market value of your business for various purposes such as sale or estate planning 

Success Story 

Financial consultant services help businesses thrive and take on opportunities to scale their growth. One prime example is the success story of a leading U.S. asset management firm aspiring for global expansion.  

  • Challenge: The asset management firm’s fragmented financial data systems hindered their aspiration for global expansion. Manual reporting processes lacked agility and provided limited insights for informed decision-making. 
  • Solution: To address these problems, Grant Thornton assessed the company’s needs, defined a clear project plan, and leveraged its finance and industry expertise. It streamlined data, automated reporting, and established data governance to deliver faster, more insightful reports for global expansion. 
  • Results: The collaboration led to the deployment of a new system and it empowered leaders with data-driven decisions. Comprehensive dashboards offered insights across all business units. Reporting became a breeze with centralized access to data from all 16 units in a single app. The lead time was reduced by 60%, freeing up analyst with over 50 hours monthly. 

What is the difference between a financial consultant and a financial advisor?

A financial consultant and a financial advisor differ in their approach to your finances. Financial consultants offer more specialized advice on specific areas of finance, such as investments, taxes, or tax optimization. On the other hand, financial advisors take a holistic view; they analyze your income, expenses, debts, investments, and long-term goals. 

Below is a more elaborate description of their differences: 

Financial consultant  Financial advisor 
Services are specialized, such as risk management, business planning, and tax planning  Services are more personalized, such as retirement planning, estate planning, and insurance planning 
Caters mostly to companies and organizations  Caters mostly to individuals 
Need specialized certifications based on areas of expertise like Series 7 and Chartered Financial Consultant (ChFC) licenses  Have more general certifications like the Certified Financial Planner license 
Shorter span of engagement based on the length of the service acquired  Longer commitment to its clients especially when handling clients’ long-term goals 

It’s important to remember that these are general differences rather than strict requirements for each role. There can be exceptions and some overlap in how financial advisors and consultants operate, but their involvement depends entirely on the project scope. 

How much do financial consultant services cost?

Financial consultant services cost between $590 and $10,200 annually based on $50,000 and $1million investment accounts. This price range may also vary depending on the type of service, consultant’s experience and credentials, complexity of the project, and the location of the financial consulting firm. 

Here is a breakdown of the most common cost structures of financial consultants: 

Cost structure  Price 
Hourly rate  $150-$350 
Monthly retainer  $600-$40,000 
Assets-based fees  1% of Assets Under Management (AUM) per year 

On DesignRush, the top 50 financial consulting firms charge an average of 107$ per hour. Roughly 16.7% of financial consultant services on DesignRush accept projects under $1,000, while 4.6% require a $50,000+ minimum budget. 

Why should I hire a financial consulting firm?

Hiring a financial consulting firm can streamline the complexities of investments and taxes. Beyond that, it elevates your business through specialized market expertise, enhanced strategic planning, reduced financial risk, improved financial efficiency and profitability, and access to a wide partner network, enabling you to create more informed decisions while moving your business to success. 

More specifically, you should hire a financial consulting firm because it: 

  • Offers a deep understanding of current market trends and economic factors that might affect your industry.  
  • Analyzes your financial data to uncover trends, identify strengths and weaknesses, and provide data-driven insights to inform crucial business decisions.
  • Identifies potential threats to your financial stability and proposes risk management strategies. This could encompass anything from cash flow forecasting to hedging strategies. By proactively addressing potential risks, financial consulting firms help you avoid costly financial pitfalls and ensure your business remains financially secure. 
  • Analyzes your spending and identify areas for cost optimization. This can involve streamlining operations, negotiating better deals with vendors, or identifying tax-saving opportunities. Financial consultants can also optimize your financial processes and reduce unnecessary expenses, helping your business achieve greater profitability. 
  • Often has established relationships with investment firms, insurance companies, and other financial service providers. This network can offer you access to a wider range of investment options and potentially more favorable rates. 

Success Story 

Below’s success story of a financial exchange operating company is a prime example of why you should hire a financial consulting firm.  

  • Challenge: Struggling with outdated systems and manual processes, the client found it difficult to consolidate financials, reconcile accounts, and close the books on time. These limitations made it difficult to accurately track expenses and get real-time insights which are critical roadblocks to producing new products and acquisitions. 
  • Solution: To address this problem, Withum conducted a technology assessment, pinpointing the need for a robust and up-to-date enterprise resource planning (ERP) software solution. The team recommended Oracle NetSuite and guided the client throughout procurement and implementation, laying the groundwork for future functionalities to be added in later phases. 
  • Results: The partnership resulted in the successful Phase 1 NetSuite Go-Liva on time and within budget. It boosted efficiency and reduced manual work. The enhanced data visibility provided real-time insights for the client and helped it scale its business in the long-term. 

How do I choose the best financial consultant services for my business?

To choose the best financial consultant services for your business, follow these steps: 

  1. Assess your current financial state 
    Get a clear picture of your current financial situation by gathering documents like income statements, balance sheets, and cash flow statements. Identify areas of strength and weakness. 
  2. Identify your business needs 
    Define the financial requirements of your business. Is it inventory optimization? Acquisition of assets? Or do you need assistance with managing your investment portfolio? 
  3. Outline your goals 
    Assess which financial consulting services you need on a short-term basis, like cash flow management alongside your long-term vision, such as business expansion or retirement planning. 
  4. Find potential consultants 
    Browse online directories like DesignRush to find financial consultant services that you need. Use filters based on location, team size, and budget. 
  5. Look into industry expertise 
    Explore the financial consulting firms with a proven track record in your specific industry. Look into its success stories and see how it understands the financial intricacies of its clients. 
  6. Ask for client references 
    Reach out to past clients of the consultant to assess the level of service, work ethic, and accuracy of the firm when handling financial consultancy projects. 
  7. Shortlist candidates 
    Choose your top options of financial consulting firms and reach out to express your interest in future partnership. 
  8. Send a request for proposal 
    Send them a request for proposal (RFP) and ask for a project breakdown, including milestones, scope, schedule, costs, and other desired deliverables. 
  9. Ask about investment strategies 
    Discuss the financial consultant’s approach to risk management and how it aligns with your business’ risk tolerance level. Ask about their preferred asset allocation models and investment philosophy to understand their approach to wealth management. 
  10. Look for specialized certifications 
    Certifications like Certified Financial Planner (CFP®) or Certified Financial Analyst (CFA®) indicate the consultant has passed a rigorous exam that tests their knowledge of financial planning principles, investment strategies, tax regulations, and risk management. This ensures a baseline level of competency and understanding of complex financial topics. 
  11. Inquire about fiduciary compliance 
    Fiduciary duty elevates the standard of care a consultant owes to their client. They are obligated to act with due diligence, considering your financial situation, risk tolerance, and investment goals when making recommendations. 
  12. Select the financial consultant firm of your choice 
    Choose the firm that best aligns with your business objectives, budget, and operational style. 

Still on the lookout for the best financial consultant services? We can help you get a personalized list of financial consulting firms based on your requirements — for free. Check out DesignRush Marketplace for more information. 

How do I find the best financial consulting firm on DesignRush that fits my budget?

You can find the best financial consulting firm on DesignRush that fits your budget through our filters.  Shortlist financial consultants by navigating our directory and the budget they cater to. We offer a wide range of agencies that accept projects for under $1,000 to above $50,000, as elaborated in the table below: 

Low Budget: 1k above  
Mid Budget: 10k above  
High Budget: 50k above  

Beyond budget, our directory lets you filter agencies based on key criteria like location, expertise, client reviews, and team size. This allows you to compare different companies and find the ideal fit for your financial consulting needs. 

What questions should I ask financial consulting firms before hiring one?

You should ask certain questions before hiring a financial consulting firm to assess if it possesses the experience, expertise, and approach that aligns with the financial needs of your firm. Hiring a financial consultant is a significant investment and asking the following questions empowers you to make an informed decision: 

Its Relevant Background 

  1. How long has your firm been in business? 
  2. Do you have experience working with clients in the same field or goals as ours? 
  3. What is the average tenure of your financial consultants? 
  4. What professional certifications do your consultants hold? 
  5. Have your financial consulting firm received any industry awards or recognition? 
  6. Does your firm have a clean compliance record with any regulatory bodies? 
  7. Is your firm a member of any professional associations that promote ethical standards and continuing education? 

Its Services and Processes 

  1. What financial software or technologies do you utilize in your planning process? 
  2. How do you ensure the accuracy of your forecasts? 
  3. How do you incorporate risk tolerance into your investment strategies? 
  4. How do you structure your fees? 
  5. What steps do you take to maintain ongoing compliance with fiduciary standards? 
  6. Do you offer a secure online portal for document sharing and account access? 

Related to Your Project 

  1. How do you personalize your financial planning aspects based on our needs? 
  2. Can you integrate our existing financial accounts and assets into your planning process? 
  3. How many consultants will be involved in the project? 
  4. What is your estimated timeline for completing the project? 
  5. How does your firm ensure that your advisors consistently prioritize our best interests over any potential conflicts? 
  6. Do you offer ongoing monitoring and adjustments to our financial plan as our needs evolve? 
  7. How accessible are your financial consultants for questions outside of scheduled meetings? 

What are the top financial consulting firms in the US?

The top financial consulting firms in the US are: 

  1. Grant Thornton 
    • 4.3 stars on DesignRush (1 review) 
    • 4.6 stars on Google (15 reviews) 
  2. Warren Averett 
    • 4.3 stars on DesignRush (1 review) 
    • 3.0 stars on Google (4 reviews) 
    • Top clients: Southern Research, Radiance Technologies, Pipe and Tubing 
  3. Dimov Tax 
    • 4.3 stars on DesignRush (1 review) 
    • 4.9 stars on Google (338 reviews) 
    • Top clients: eBay, Uber, PayPal, Google 
  4. Daniel James 
    • 4.8 stars on DesignRush (11 reviews) 
    • 4.9 stars on Google (73 reviews) 
    • Top clients: Grella Partnership Strategies, Cipriani USA, C London, Casa Building Materials 
  5. Protiviti 
    • 4.6 stars on DesignRush (3 reviews) 
    • 4.4 stars on Google (20 reviews) 
    • Top clients: Pinnacle Solutions 

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