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

650 Companies - Rankings updated: September 05, 2026

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

Expertise
Finance
Budget
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  • PeakPoint Solutions

    The Marketing & Strategy Expertise You Need.

    The Marketing & Strategy Expertise You Need.

    At PeakPoint Solutions, we help B2B technology companies overcome their strategy and marketing challenges. We can accelerate your success with Advisory, Fractional CMO, or Interim CMO services...

    Top Services:

    • Business Consulting
    • Digital Marketing
    • Branding
    • Market Research
    • Content Marketing
    • Show more
    Location
    Portland, Oregon
    Number of Employees
    Under 49
    Average Hourly Rate
    $125/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    2 Projects Listed
    View Profile
    4.5 4.5 (2)

  • AVX Digital

    Taking You To The Next Level

    Taking You To The Next Level

    AVX develops ROI-focused custom marketing strategies that deliver results and leverage data to consistently improve campaign performance...

    Top Services:

    • PPC
    • SEO
    • Digital Marketing
    • Email Marketing
    • Social Media Marketing
    • Show more
    Location
    Addison, Texas
    Number of Employees
    Under 49
    Average Hourly Rate
    $175/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile
    4.3 4.3 (1)
    4.4 4.4 (14)

  • KEXINO

    Better Marketing Starts Here

    Better Marketing Starts Here

    Since 2008 we've been helping startups and small businesses around the world to deliver better, more relevant marketing strategies and tactics. Combining branding, messaging, design, SEO and CRO with a wide range of tactical marketing initiatives, we help you increase awareness, credibility, reputation, trust...

    Top Services:

    • Branding
    • Business Consulting
    • Creative Services
    • Design Services
    • Digital Marketing
    • Show more
    Location
    Truchtersheim, France
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    1 Project Listed
    View Profile
    4.3 4.3 (1)

  • Netguru

    Netguru | Accelerate Digital Commerce

    Netguru | Accelerate Digital Commerce

    Netguru is a trusted partner in digital commerce. We help leading brands modernize B2B solutions, marketplaces, and retail ecosystems with AI-driven technology, design, and engineering excellence...

    Top Services:

    • Web Design
    • Web Development
    • Product Design
    • Mobile App Development
    • Software Development
    • Show more
    Location
    Poznan, Poland
    Number of Employees
    500 - 999
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    6 Projects Listed
    View Profile
    4.2 4.2 (1)
    4.5 4.5 (65)

  • NBT (Next Big Thing)

    Holistic growth transformation for businesses, across all levels

    Holistic growth transformation for businesses, across all levels

    At NBT, we’re committed to helping businesses build, accelerate and sustain growth to thrive in the future. And, here is how we do it: - Proven-success growth methodology - Growth-driven mindset - Our team: the NextBigThinkers - Our data-driven technology...

    Top Services:

    • Digital Marketing
    • Content Marketing
    • Market Research
    • Business Consulting
    • Web Design
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $36/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.3 4.3 (1)

  • Increditors

    Your unfair advantage in video.

    Your unfair advantage in video.

    Increditors is a video editing company that excels in delivering top-tier video editing and post-production services. Its team comprises highly skilled video editors, artists, animators, and motion designers who collaborate to produce outstanding video content...

    Top Services:

    • Video Production
    • Advertising
    • Video Marketing
    • Creative Services
    • Business Consulting
    • Show more
    Location
    Sheridan, Wyoming
    Number of Employees
    Under 49
    Average Hourly Rate
    $200/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    1 Project Listed
    View Profile
    4.3 4.3 (1)

  • BigilToks

    Digital Marketing Agency and Website Design Company in Erode | Web Design, SEO, Advertising in Erode

    Digital Marketing Agency and Website Design Company in Erode | Web Design, SEO, Advertising in Erode

    BigilToks is a full-service digital agency in Erode, Tamil Nadu. We specialize in website design, digital marketing, SEO, online advertising, social media, eCommerce, and app development to drive growth...

    Top Services:

    • Web Design
    • Digital Marketing
    • Video Production
    • Graphic Design
    • Digital Strategy
    • Show more
    Location
    Erode, India
    Number of Employees
    Under 49
    Average Hourly Rate
    $20/hr
    Minimal Budget
    Under $1,000
    Portfolios Count
    1 Project Listed
    View Profile
    4.3 4.3 (1)
    5.0 5.0 (225)

  • Fit Design

    Bespoke Webflow web design, web development agency in London

    Bespoke Webflow web design, web development agency in London

    We build Webflow, WordPress & Shopify websites that attract visitors, convert traffic to purchases and help people understand your product/service. Every step we take is towards a defined goal - brand awarness & lead generation...

    Top Services:

    • Web Design
    • WordPress Website Design
    • Web Development
    • eCommerce Development
    • SEO
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $70/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    12 Projects Listed
    View Profile
    4.3 4.3 (1)

  • CV Kreative

    Digital Marketing To Make Your Competitors Green With Envy

    Digital Marketing To Make Your Competitors Green With Envy

    Here at CV Kreative Marketing, we pride ourselves on getting our clients results. We do not have clients; we have partners. Our philosophy is simple. Doing business with us is not a one-way transaction; it's a partnership. After all, if you succeed, we succeed. Project size and service price does not factor...

    Top Services:

    • Web Design
    • Social Media Marketing
    • Digital Marketing
    • Business Consulting
    • Digital Strategy
    • Show more
    Location
    Sioux City, Iowa
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    10 Projects Listed
    View Profile
    4.3 4.3 (1)
    5.0 5.0 (10)

  • Skouter Digital

    AI-first marketing agency

    AI-first marketing agency

    If you think AI marketing is just chatbots and automated emails, you're missing the bigger picture. Real AI marketing uses machine learning to make thousands of optimization decisions that would take human marketers months to figure out...

    Top Services:

    • Digital Marketing
    • SEO
    • Content Marketing
    • Social Media Marketing
    • Email Marketing
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $90/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    7 Projects Listed
    View Profile
    4.3 4.3 (1)

  • Web Trending Solutions

    Your Success, Our Services, One Solution!

    Your Success, Our Services, One Solution!

    Elevate your business with Web Trending Solutions! Specializing in bespoke website design, SEO, digital marketing, and expert accounting and tax services, we empower your growth in Washington and nationwide. Focus on your strengths; let us manage the complexities. Join us to redefine success...

    Top Services:

    • Social Media Marketing
    • SEO
    • Digital Marketing
    • PPC
    • Web Design
    • Show more
    Location
    Tacoma, Washington
    Number of Employees
    Under 49
    Average Hourly Rate
    $40/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.3 4.3 (1)

  • Space-O Technologies

    Get Things Done

    Get Things Done

    Space-O Technologies is a software development company having 13+ years of experience in delivering custom software solutions for startups, enterprises, and Fortune 500 companies...

    Top Services:

    • Mobile App Development
    • AI Development
    • Software Development
    • Web Development
    • Web Design
    • Show more
    Location
    Ahmedabad, India
    Number of Employees
    100 - 249
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $25,000 - $50,000
    Portfolios Count
    4 Projects Listed
    View Profile
    4.3 4.3 (1)
    4.1 4.1 (213)

  • Club Code Technology

    EMPOWER YOUR BUSINESS DIGITALLY with Web Apps, CRM, and Business Process Automations Solutions

    EMPOWER YOUR BUSINESS DIGITALLY with Web Apps, CRM, and Business Process Automations Solutions

    Club Code Technology serves as your dedicated digital partner in propelling your business into the contemporary era. We specialize in delivering cutting-edge solutions encompassing Web Apps, CRM, and Business Process Automation, all designed to optimize your operations, boost productivity, and maintain a...

    Top Services:

    • eCommerce Development
    • Web Development
    • Mobile App Development
    • Software Development
    • CRM Consulting
    • Show more
    Location
    Mohali, India
    Number of Employees
    Under 49
    Average Hourly Rate
    $15/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile
    4.3 4.3 (1)
    5.0 5.0 (28)

  • EvolutCo

    Your Digital Growth Partner.

    Your Digital Growth Partner.

    EvolutCo stands as a premier full-service firm committed to activating and fostering business growth, specializing in a comprehensive suite of services designed to elevate enterprises to new heights. EvolutCo emerges as a beacon for private equity, venture capital, and startup funding and more...

    Top Services:

    • Business Consulting
    • Branding
    • Web Development
    • Digital Marketing
    • Content Marketing
    • Show more
    Location
    Geneva, Switzerland
    Number of Employees
    Under 49
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile
    4.1 4.1 (1)

  • RZLT

    Grow with RZLT

    Grow with RZLT

    RZLT is an AI-Native Web3 Marketing Agency working with 100+ leading protocols and startups and helping them scale, grow, and reach new markets through data-driven growth strategies, community, content & optimization, generating 200M+ impressions and driving 100M in TVL...

    Top Services:

    • Digital Marketing
    • SEO
    • Content Marketing
    • Branding
    • Digital Services
    • Show more
    Location
    Zagreb, Croatia
    Number of Employees
    Under 49
    Average Hourly Rate
    $99/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    3 Projects Listed
    View Profile
    4.3 4.3 (1)

  • Parikh Financial

    Streamline Your Finances, Elevate Your Business

    Streamline Your Finances, Elevate Your Business

    Unlock Your Financial Potential: Partner with Parikh Financial to optimize your finances and achieve your goals. Our expert team, including bookkeepers, accountants, data analysts, and fractional CFOs, builds efficient financial operations and leverages BI & big data for insightful decision-making...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Austin, Texas
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile
    4.3 4.3 (1)

  • cable.so

    We create and our influencers distribute UGC content to millions

    We create and our influencers distribute UGC content to millions

    Cable.so is a digital content and influencer-marketing agency that helps brands leverage creator networks and high-impact video content to increase reach and engagement. They emphasise end-to-end service including content creation, influencer distribution and measurable campaign outcomes...

    Top Services:

    • Social Media Marketing
    • Digital Services
    • Digital Marketing
    • Branding
    • Digital Strategy
    • Show more
    Location
    Groningen, Netherlands
    Number of Employees
    Under 49
    Average Hourly Rate
    $30/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.3 4.3 (1)

  • Smart Robbie

    Digital Marketing Agency Sydney.

    Digital Marketing Agency Sydney.

    Smart Robbie is a Northern Beaches-based web agency that specialises in WordPress website design, development, and maintenance, with a focus on helping small businesses thrive online. Offering services that include SEO, website optimisation, technical fixes, and managed hosting, Smart Robbie provides...

    Top Services:

    • Web Design
    • Web Development
    • WordPress Website Design
    • eCommerce Development
    • SEO
    • Show more
    Location
    Seaforth, Australia
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.3 4.3 (1)

  • Done HQ

    DONE HQ is a team of Agile approached Web Engineering Consultants specializing in Custom Web Development, Development Operations Support, and Technical Marketing Strategy...

    Top Services:

    • WordPress Website Design
    • Web Development
    • Web Design
    • UI/UX Design
    • eCommerce Development
    • Show more
    Location
    Buffalo Grove, Illinois
    Number of Employees
    Under 49
    Average Hourly Rate
    $90/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    4 Projects Listed
    View Profile
    4.3 4.3 (1)
    5.0 5.0 (7)

  • MojoTech

    Software Development & Design for Innovative Companies

    Software Development & Design for Innovative Companies

    Software Development & Design for Innovative Companies...

    Top Services:

    • Software Development
    • Product Design
    • Mobile App Development
    • Business Consulting
    • AI Development
    • Show more
    Location
    Providence, Rhode Island
    Number of Employees
    50 - 99
    Average Hourly Rate
    $175/hr
    Minimal Budget
    $50,000 & Up
    Portfolios Count
    4 Projects Listed
    View Profile
    4.5 4.5 (11)

  • Exadel

    Advance Your Business Through Technology.

    Advance Your Business Through Technology.

    Exadel is a leading global consulting and engineering company that delivers technology transformation to help customers become digital leaders in their industries...

    Top Services:

    • Software Development
    • AI Development
    • IT Services
    • Big Data Analytics
    • Business Consulting
    • Show more
    Location
    Walnut Creek, California
    Number of Employees
    1000 & Up
    Portfolios Count
    6 Projects Listed
    View Profile
    4.2 4.2 (5)

  • GOBOX

    We are creative problem solvers focused on business results and effectiveness. Established in Sofia, Bulgaria, GOBOX is an independent advertising agency that operates at the global and local scene by delivering value through new marketing thinking and efficiency of resources. Our close team of advertising...

    Top Services:

    • Creative Services
    • Digital Services
    • Business Consulting
    • Graphic Design
    • Video Marketing
    • Show more
    Location
    Sofia, Bulgaria
    Number of Employees
    Under 49
    Average Hourly Rate
    $45/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.8 4.8 (13)

  • Softjourn

    You Have Ideas. We Bring Them to Life.

    You Have Ideas. We Bring Them to Life.

    Our 200+ employees take pride in finding creative solutions to our clients toughest challenges whether they need us to assist with applying new technology and functionality which will increase revenue by improving their services for their customers or to reduce the expense of trying to maintain older...

    Top Services:

    • Mobile App Development
    • Software Development
    • DevOps Consulting
    • Product Design
    • Business Consulting
    • Show more
    Location
    Fremont, California
    Number of Employees
    100 - 249
    Average Hourly Rate
    $50/hr
    Portfolios Count
    1 Project Listed
    View Profile
    4.0 4.0 (4)

  • Percept Brand Design

    Brave ideas. Bold design.

    Brave ideas. Bold design.

    Percept is a branding agency in Sydney, Australia. Experts in brand identity & packaging design. Services; brand positioning, brand strategy, brand development, brand identity, brand design, branding, packaging design, brand communications, marketing communications, digital design & website design...

    Top Services:

    • Branding
    • Design Services
    • Package Design
    • Graphic Design
    • Creative Services
    • Show more
    Location
    Sydney, Australia
    Number of Employees
    Under 49
    Average Hourly Rate
    $200/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    54 Projects Listed
    View Profile
    4.9 4.9 (24)

  • M16 Marketing

    Strategy. Tactics. Results.

    Strategy. Tactics. Results.

    M16 Marketing is an award-winning web design and digital marketing firm based in Atlanta. We help companies Achieve Sustainable Success...

    Top Services:

    • SEO
    • Web Design
    • WordPress Website Design
    • Digital Marketing
    • Video Production
    • Show more
    Location
    Atlanta, Georgia
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    3 Projects Listed
    View Profile
    5.0 5.0 (71)

  • U-Thrive Marketing

    U-Thrive Marketing is Tulsa's premier full-service digital marketing & website design agency based in Tulsa, Oklahoma. We provide the following services to our clients:SEO Tulsa - Search Engine Optimization Tulsa Website Design & Web-Development Pay Per Click Marketing & Management / Online Advertising Tulsa...

    Top Services:

    • PPC
    • SEO
    • Digital Marketing
    • Web Design
    • WordPress Website Design
    • Show more
    Location
    Broken Arrow, Oklahoma
    Number of Employees
    Under 49
    Average Hourly Rate
    $125/hr
    Minimal Budget
    Under $1,000
    View Profile
    5.0 5.0 (30)

  • Mind Studios

    Long-Term Technology Partner for Growth-Stage and Mid-Market Companies

    Long-Term Technology Partner for Growth-Stage and Mid-Market Companies

    Founded in 2013, Mind Studios is a custom software development company working with growth-stage and mid-market businesses across the US, UK, Europe, and MENA...

    Top Services:

    • Mobile App Development
    • Software Development
    • Software Testing
    • Web Development
    • Business Consulting
    • Show more
    Location
    Fairfax, Virginia
    Number of Employees
    100 - 249
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    8 Projects Listed
    View Profile

  • Dunn Solutions

    Digital Solutions For Business Growth

    Digital Solutions For Business Growth

    At Dunn Solutions Group, we provide comprehensive digital solutions to help businesses grow. Our services range from digital strategy and marketing automation to mobile app development and business consulting...

    Top Services:

    • Web Design
    • eCommerce Development
    • Mobile App Development
    • Big Data Analytics
    • IT Services
    • Show more
    Location
    Chicago, Illinois
    Number of Employees
    100 - 249
    View Profile
    4.2 4.2 (6)

  • Pengreen Design

    Simplifying complex interfaces that users love with UX/UI design for web and product.

    Simplifying complex interfaces that users love with UX/UI design for web and product.

    UX/UI Design for products and websites, we craft awesome digital experiences by simplifying and designing user-centered interfaces. We focus on UX and usability rather than short design trends.Improve the UX for your digital products and website users with our services of UX Audits, discovery, and low and...

    Top Services:

    • UI/UX Design
    • Web Design
    • Wearables
    • VR/AR
    • IoT
    • Show more
    Location
    São José do Rio Preto, Brazil
    Number of Employees
    Under 49
    Average Hourly Rate
    $60/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile

  • Hinge

    Research-Based Branding & Marketing for Professional Services Firms

    Research-Based Branding & Marketing for Professional Services Firms

    Hinge is the only agency that conducts ongoing, in-depth research into the fastest-growing firms, their buyers and their employees. With two decades of data from over 50,000 firms and buyers of their services, we know which marketing strategies and techniques work exceptionally well today, which are a waste...

    Top Services:

    • Email Marketing
    • Social Media Marketing
    • Digital Marketing
    • Content Marketing
    • SEO
    • Show more
    Location
    Arlington, Virginia
    Number of Employees
    Under 49
    Average Hourly Rate
    $200/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile
    5.0 5.0 (8)

  • US Data Corporation

    Marketing Solutions That Grow Your Business - Not Your Overhead.

    Marketing Solutions That Grow Your Business - Not Your Overhead.

    One of the nation's largest warehouses of high-quality consumer and corporate data is made available to enterprises by US Data Corporation. Every time they collaborate with us, customers take use of our comprehensive offering of goods and services, huge library of tactics, and smart prospect modelling...

    Top Services:

    • Social Media Marketing
    • Advertising
    • Digital Marketing
    • Email Marketing
    • Business Consulting
    • Show more
    Location
    Omaha, Nebraska
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    View Profile
    3.2 3.2 (5)

  • IMPACT

    Coaching & Training for Endless Customers.

    Coaching & Training for Endless Customers.

    IMPACT is a coaching and training company that helps businesses win more customers by implementing the Endless Customers System, a proven approach to becoming the most known, trusted, and recommended company in their market...

    Top Services:

    • Business Consulting
    • Digital Marketing
    • Content Marketing
    • Digital Strategy
    • Web Design
    • Show more
    Location
    Cheshire, Connecticut
    Number of Employees
    Under 49
    Average Hourly Rate
    $175/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.8 4.8 (6)

  • On Purpose Projects

    Your Website Done Right!

    Your Website Done Right!

    If you lead a professional services business and need a new website to help you reflect your credibility, deepen trust with prospects and stay competitive, you have come to the right place...

    Top Services:

    • Web Design
    • WordPress Website Design
    • Web Development
    • eCommerce Development
    • Business Consulting
    • Show more
    Location
    Coquitlam, Canada
    Number of Employees
    Under 49
    Average Hourly Rate
    $75/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Serious Business GmbH

    BRANDING & DIGITAL DESIGN AGENCY FOR STARTUPS

    BRANDING & DIGITAL DESIGN AGENCY FOR STARTUPS

    SERIOUS.BUSINESS is a premium branding agency for startups, scale-ups, and innovators. We work with ambitious founders and leaders to help them become market leaders through brand-driven growth. Pre-seed, post-launch, or getting ready for the next big step, we do branding and digital design for star...

    Top Services:

    • Branding
    • Web Design
    • Product Design
    • Web Development
    • UI/UX Design
    • Show more
    Location
    Munich, Germany
    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 (10)

  • The C2 Group

    Delivery that delights.

    Delivery that delights.

    The C2 Group builds and integrates business-critical web solutions that get the most from technologies, tools, and teams...

    Top Services:

    • Web Development
    • Web Design
    • IT Services
    • Software Development
    • Managed Services
    • Show more
    Location
    Grand Rapids, Michigan
    Number of Employees
    Under 49
    View Profile
    5.0 5.0 (9)

  • GAM Tech

    Leave I.T to us!

    Leave I.T to us!

    AM Tech is a Canadian Managed IT Service Provider founded in 2012, delivering secure, innovative, and proactive technology solutions. We specialize in Managed IT, cybersecurity, cloud, and automation services, combining big-business expertise with small-business care to drive client success...

    Top Services:

    • IT Services
    • Cybersecurity
    • Managed Services
    • IT Compliance Solution
    • Cloud Consulting
    • Show more
    Location
    Calgary, Canada
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    Under $1,000
    View Profile
    4.7 4.7 (58)

  • ProcessIT-Custom Software

    Custom Business Software

    Custom Business Software

    ProcessIT build Bespoke or Custom Software to match your unique business processes, just for you. You know your Business, we know Software. Tell us what you need & we'll build & adapt your logic into a full computer program so you can accurately manage, track and control your business. Save substantial...

    Top Services:

    • Software Development
    • Business Consulting
    • Web Design
    • Mobile App Development
    • Cloud Consulting
    • Show more
    Location
    Hastings, New Zealand
    Number of Employees
    Under 49
    Minimal Budget
    Under $1,000
    Portfolios Count
    2 Projects Listed
    View Profile

  • SSR Techvision

    World-class outbound solutions in the US

    World-class outbound solutions in the US

    Since 2015, SSR Techvision has provided top-quality outsourcing services, including Back Office Support, Call Center Operations, Sales & Business Development, Healthcare Support, and E-commerce Solutions, across India and the US...

    Top Services:

    • BPO
    • Call Centers
    • Phone Answering Services
    • Business Consulting
    • Customer Support
    • Show more
    Location
    Noida, India
    Number of Employees
    100 - 249
    Average Hourly Rate
    $15/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    3.7 3.7 (96)

  • MaxSoft

    Passion for technologies

    Passion for technologies

    Founded in 2014, MaxSoft builds custom, intelligent software solutions for businesses with complex requirements. We turn ideas and evolving needs into reliable, scalable systems that automate processes, integrate technologies, and support long-term growth across web, mobile, cloud, and AI platforms...

    Top Services:

    • Mobile App Development
    • Software Development
    • Wearables
    • VR/AR
    • Web Design
    • Show more
    Location
    Sofia, Bulgaria
    Number of Employees
    Under 49
    Average Hourly Rate
    $30/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    7 Projects Listed
    View Profile
    5.0 5.0 (5)

  • Indrivo

    Technology Alive

    Technology Alive

    Technology Solutions for the Digital Evolution. Information Technology and Agile Transformation Services...

    Top Services:

    • Software Development
    • IoT
    • Mobile App Development
    • Web Development
    • Web Design
    • Show more
    Location
    Chișinău, Moldova
    Number of Employees
    50 - 99
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    4 Projects Listed
    View Profile
    4.6 4.6 (9)

  • Lonlogic

    London Wordpress Agency | Web Design London

    London Wordpress Agency | Web Design London

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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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