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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  • OVO

    Branding is not a service we offer—it’s all that we do.

    Branding is not a service we offer—it’s all that we do.

    For 15 years, OVO has built upon an ability to deliver on the promises we have made to our clients, the expertise of our people, the efficacy of our consultation and the professional manner in which we execute. We are a smaller agency by design, employing only senior staff who work collaboratively on every...

    Top Services:

    • Branding
    • Package Design
    • Graphic Design
    • Video Production
    • Print Design
    • Show more
    Location
    Portland, Oregon
    Number of Employees
    Under 49
    Average Hourly Rate
    $175/hr
    Minimal Budget
    $25,000 - $50,000
    Portfolios Count
    1 Project Listed
    View Profile
    4.6 4.6 (9)

  • Argona Partners

    Helping Founders and Entrepreneurs accelerate business growth.

    Helping Founders and Entrepreneurs accelerate business growth.

    Helping early-stage companies gain financial clarity through growth strategy and fundraising readiness. Argona Partners is a collective of hands-on startup experts helping founders and entrepreneurs scale and accelerate their business by providing collaborative, science-based strategy consulting and...

    Top Services:

    • Business Consulting
    Location
    Indianapolis, Indiana
    Number of Employees
    Under 49
    Average Hourly Rate
    $300/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile
    3.7 3.7 (3)

  • AEX

    Consulting firm specialized in intelligence, problem-solving and business outsourcing.

    Consulting firm specialized in intelligence, problem-solving and business outsourcing.

    AEX is an independent consulting firm specialized in intelligence, problem-solving, data analysis, sales team structuring, and business generation for medium and large companies in Brazil, the USA, the EU, Argentina, and Uruguay...

    Top Services:

    • Business Consulting
    • CRM Consulting
    • BPO
    • Digital Strategy
    • AI Development
    • Show more
    Location
    Sao Paulo, Brazil
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • DealMakers

    Real Estate Investment Consultants

    Real Estate Investment Consultants

    DealMakers is a real estate company based in Bahria Town Lahore, specializing in residential and commercial property sales, rentals, plots, and apartments. The company focuses on helping buyers, investors, and renters find trusted property opportunities within one of Lahores most prominent real estate...

    Top Services:

    • Business Consulting
    • Investment
    Location
    Lahore, Pakistan
    Number of Employees
    Under 49
    Average Hourly Rate
    $200/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile
    4.6 4.6 (22)

  • Coretechs Consulting

    Empowering Growth Through Custom Software

    Empowering Growth Through Custom Software

    Custom Software Development Company with a US based team located in the Washington DC Metro Area. We're celebrating our 40 year anniversary! Our team of 30 developers and project managers provide decades of development experience in Python, .Net, PHP, Coldfusion, Java, Grails, IOS and Android apps...

    Top Services:

    • Software Development
    • Mobile App Development
    • Web Design
    • eCommerce Development
    • Web Development
    • Show more
    Location
    Kensington, Maryland
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    View Profile
    5.0 5.0 (30)

  • Techvoot Solutions

    Serving Quality with Technology

    Serving Quality with Technology

    Top Website and Mobile application Development Company in India...

    Top Services:

    • Software Development
    • Web Development
    • eCommerce Development
    • Social Media Marketing
    • Business Consulting
    • Show more
    Location
    Ahmedabad, India
    Number of Employees
    50 - 99
    Portfolios Count
    6 Projects Listed
    View Profile
    4.5 4.5 (52)

  • Enable Solutions

    Zoho Consulting Partners

    Zoho Consulting Partners

    Helping Businesses Streamline Systems | Increasing Productivity & Profitability | Passionate About Driving Innovation...

    Top Services:

    • CRM Consulting
    • ERP Consulting
    • Software Development
    • Business Consulting
    • IoT
    • Show more
    Location
    Milford, Massachusetts
    Number of Employees
    Under 49
    Average Hourly Rate
    $130/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile
    5.0 5.0 (2)

  • B2B for Investment & Real Estate Marketing

    Specializing In Providing Comprehensive Solutions

    Specializing In Providing Comprehensive Solutions

    B2B Genie is a technology-driven real estate platform that provides comprehensive solutions for buying, selling, and renting properties. Designed for both individuals and businesses, the company combines real estate services with AI-powered assistance to simplify property discovery, investment decisions, and...

    Top Services:

    • Advertising
    • Business Consulting
    • Investment
    Location
    Cairo, Egypt
    Number of Employees
    100 - 249
    View Profile
    4.3 4.3 (33)

  • Outsource2india

    Back Office Support Services

    Back Office Support Services

    Outsource2india is a pioneering outsourcing company, providing a variety of Back Office Support services for global organizations...

    Top Services:

    • BPO
    • Business Consulting
    Location
    Princeton, New Jersey
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $40/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Lawyerist

    Building Something Different

    Building Something Different

    Lawyerist is home to the largest online community of solo and small-firm lawyers in the world. Our goal is to help lawyers build better law practices by bringing together a group of innovative lawyers to share ideas, experiments, and best practices...

    Top Services:

    • Phone Answering Services
    • Business Consulting
    Location
    Minneapolis, Minnesota
    Number of Employees
    100 - 249
    View Profile
    3.0 3.0 (2)

  • Raindrop Inc.

    Raindrop is a cloud business application, implementation and support service provider...

    Top Services:

    • Software Development
    • ERP Consulting
    • CRM Consulting
    • Big Data Analytics
    • Managed Services
    • Show more
    Location
    Lalitpur, Nepal
    Number of Employees
    Under 49
    View Profile
    4.8 4.8 (17)

  • The VP Techno Labs International

    Choose What matters most important to your business.

    Choose What matters most important to your business.

    Multi Award winning cyber security company focusing on cyber security only to develop cutting edge solutions and protection for business...

    Top Services:

    • Cybersecurity
    • IT Services
    • Cloud Consulting
    • AI Development
    • Software Testing
    • Show more
    Location
    Ahmedabad, India
    Number of Employees
    100 - 249
    Average Hourly Rate
    $120/hr
    Portfolios Count
    5 Projects Listed
    View Profile

  • Thinkhaus Idea Factory

    Verified Verified by the DesignRush team for authenticity and credibility.
    Breakthrough strategy, creative, and activation led by senior industry experts

    Breakthrough strategy, creative, and activation led by senior industry experts

    Thinkhaus is a brand strategy and creative studio for companies that need more than a refresh. We start with organizational and brand foundations—vision, architecture, positioning, naming—then design identity, packaging, and communications that hold up at retail and enterprise scale...

    Top Services:

    • Branding
    • Business Consulting
    • Package Design
    • Advertising
    • Logo Design
    • Show more
    Location
    Kings Mills, Ohio
    Number of Employees
    50 - 99
    Minimal Budget
    $25,000 - $50,000
    Portfolios Count
    23 Projects Listed
    View Profile

  • Aya Data

    Your Trusted Global AI data and annotation company

    Your Trusted Global AI data and annotation company

    Aya Data /AYA Data Ghana Limited is a global AI data and annotation company founded in 2021, specialising in high-quality data annotation, AI training data, 3D annotations, machine learning solutions, and geospatial AI services. Based in London with operations across the US, UK, Europe, and Africa...

    Top Services:

    • BPO
    • AI Development
    • IT Services
    • IT Compliance Solution
    • Transcription Services
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    100 - 249
    Average Hourly Rate
    $5/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile

  • Linten Technologies Ltd

    Transforming business through technology

    Transforming business through technology

    Modern Workplace and Cloud Technology Specialists. We are here to make IT simple for your business...

    Top Services:

    • IT Services
    • Cloud Consulting
    • Managed Services
    • IT Compliance Solution
    • Cybersecurity
    • Show more
    Location
    Manchester, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $99/hr
    Minimal Budget
    Under $1,000
    View Profile
    4.9 4.9 (33)

  • SLED Sales

    Public sector sales acceleration

    Public sector sales acceleration

    Our B2G sales team helps you set more meetings and win more deals with state and local government agencies at a fraction of the cost of hiring internally...

    Top Services:

    • Business Consulting
    • Call Centers
    • Phone Answering Services
    Location
    Tempe, Arizona
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Fifty Fifty

    Birth place of awesome brands and web experiences

    Birth place of awesome brands and web experiences

    We are the design agency for brands that want to increase revenue and become unforgettable...

    Top Services:

    • Creative Services
    • Design Services
    • Logo Design
    • Graphic Design
    • Branding
    • Show more
    Location
    Aberdeen, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile
    5.0 5.0 (7)

  • Cymer Marketing Solutions Limited

    Welcome to your CRM partner - Cymer CRM

    Welcome to your CRM partner - Cymer CRM

    Having a CRM platform is a doorway to efficiencies... Cymer CRM is the key to it delivering you profitable business growth!...

    Top Services:

    • CRM Consulting
    • Digital Marketing
    • Email Marketing
    • Business Consulting
    • WordPress Website Design
    • Show more
    Location
    Leicester, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $140/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile

  • The Daydream Academy

    Imagine the possibilities

    Imagine the possibilities

    The Daydream Academy is a place for original thinking and creative expression, supporting entrepreneurs who are making a positive difference in the world. Tell your unique story and celebrate your why with award-winning creativity to bring that warm fuzzy feeling to your customers and audience. We love...

    Top Services:

    • Graphic Design
    • Branding
    • Print Design
    • Creative Services
    • Design Services
    • Show more
    Location
    Stroud, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $115/hr
    Minimal Budget
    Under $1,000
    Portfolios Count
    3 Projects Listed
    View Profile

  • PLLP

    We are committed to providing close, personal attention to our clients and offer them direct access

    We are committed to providing close, personal attention to our clients and offer them direct access

    Over 50 years in providing valuable, quality, and timely accounting and taxation services for both the individual and business communities...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Avon, Connecticut
    Number of Employees
    Under 49
    View Profile

  • Inbound FinTech

    We help Financial Services and FinTech companies boost revenue by harnessing AI, Data, RevOps & Tech

    We help Financial Services and FinTech companies boost revenue by harnessing AI, Data, RevOps & Tech

    Were not just another consultancy. Were your FinServ growth engine and powerhouse. Combining our deep sector expertise with HubSpot, AI, RevOps, Data and Dev superpowers, we help you navigate complexity and scale with confidence...

    Top Services:

    • SEO
    • CRM Consulting
    • Web Design
    • UI/UX Design
    • WordPress Website Design
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    Under 49
    Portfolios Count
    2 Projects Listed
    View Profile
    4.4 4.4 (7)

  • ArganoSCMO2

    Unlock operational excellence with the Argano Luminary series.

    Unlock operational excellence with the Argano Luminary series.

    ArganoSCMO2 focuses on helping you receive more from SAPs Supply Chain suite. They understand that each company has different needs and will offer leading edge SAP Supply Chain Management solutions that will work for you...

    Top Services:

    • IT Services
    • AI Development
    • Big Data Analytics
    • Business Consulting
    • Show more
    Location
    Plano, Texas
    Number of Employees
    100 - 249
    View Profile
    4.1 4.1 (12)

  • Clarkston Consulting

    Your SAP Problem Solvers

    Your SAP Problem Solvers

    Clarkston Consulting excels in management, operations, and implementation consulting for life sciences, consumer products, and retail. With a dedicated team of experts, we're here to surpass your expectations and drive your success...

    Top Services:

    • HR Outsourcing
    • Business Consulting
    • IT Services
    Location
    Durham, North Carolina
    Number of Employees
    250 - 499
    View Profile
    4.5 4.5 (8)

  • Keilman Business Consulting

    Your Top Notch Network and Business Consulting Firm

    Your Top Notch Network and Business Consulting Firm

    Keilman Business Consulting, Inc. is a trusted network and business consulting firm based in South Bend, Indiana. With nearly 20 years of experience, we proudly serve the Mishawaka, Elkhart, and South Bend areas, offering comprehensive services in network management, computer forensics, custom programming...

    Top Services:

    • Web Development
    • Web Design
    • IT Services
    • Business Consulting
    • Show more
    Location
    South Bend, Indiana
    Number of Employees
    Under 49
    View Profile

  • eLan Technologies

    Technology expertise, Innovative solutions and long lasting partnership with customers

    Technology expertise, Innovative solutions and long lasting partnership with customers

    Established in the year 2006, eLan Technologies has grown to be the preferred IT partner for the big players in the industry across various industry verticals. eLan has partnered with some of the esteemed clients, helping them meet the new challenges of IT innovations...

    Top Services:

    • IT Services
    • HR Outsourcing
    • Business Consulting
    Location
    Irving, Texas
    Number of Employees
    100 - 249
    View Profile
    4.7 4.7 (3)

  • It Just So Happens

    Beyond The Obvious

    Beyond The Obvious

    It Just So Happens is a global remote digital agency thriving on creativity and boldness. Our accredited team exceeds expectations with fearless communication and innovative solutions. We deeply understand our clients, ensuring genuine connections and clear, accessible communication worldwide...

    Top Services:

    • Advertising
    • Digital Marketing
    • SEO
    • Branding
    • Public Relations
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $40/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Cambay Consulting

    We Enable Constant Enterprise Transformation at Speed and Scale.

    We Enable Constant Enterprise Transformation at Speed and Scale.

    We are an intellectual property-led healthcare solutions provider focused on project management, enterprise data, and emerging technologies...

    Top Services:

    • Business Consulting
    • Mobile App Development
    Location
    Katy, Texas
    Number of Employees
    250 - 499
    View Profile
    1.0 1.0 (1)

  • BP3 Global

    If Your Business Matters, Your Process Matters

    If Your Business Matters, Your Process Matters

    At BP3, we transform your complex challenges into streamlined success stories through AI and Automation...

    Top Services:

    • Business Consulting
    • UI/UX Design
    • AI Development
    • IoT
    • Mobile App Development
    • Show more
    Location
    Austin, Texas
    Number of Employees
    100 - 249
    View Profile

  • Hajana Technologies

    Enterprise-Grade AI Built for Growing Businesses.

    Enterprise-Grade AI Built for Growing Businesses.

    Hajana Technologies is an AI & workflow automation partner helping U.S. businesses eliminate manual admin tasks. Engineered by enterprise systems architects, we build custom autonomous AI agents, multi-agent workflows, and RAG systems to scale your operations without expanding headcount...

    Top Services:

    • AI Development
    • Software Development
    • IT Services
    • CRM Consulting
    • ERP Consulting
    • Show more
    Location
    Fresno, California
    Number of Employees
    Under 49
    View Profile
    5.0 5.0 (4)

  • Tarmac.IO

    We help businesses design, build, scale, and support exceptional software.

    We help businesses design, build, scale, and support exceptional software.

    The Tarmac Team of experts puts customer experience at the center of everything they do. They combine highly skilled engineers and proven methods to deliver exceptional results for their clients...

    Top Services:

    • Web Development
    • Web Design
    • UI/UX Design
    • Software Development
    • Business Consulting
    • Show more
    Location
    Minneapolis, Minnesota
    Number of Employees
    500 - 999
    View Profile

  • Vedant Techserve

    Building Seamless Digital Platforms for a World Without Borders

    Building Seamless Digital Platforms for a World Without Borders

    We are a technology company of the future to assist new-age enterprises in modernising their operations for the digital era...

    Top Services:

    • Web Development
    • Web Design
    • eCommerce Development
    • Business Consulting
    • IT Services
    • Show more
    Location
    Singapore, Singapore
    Number of Employees
    50 - 99
    Average Hourly Rate
    $35/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile

  • Tradinos UG

    Creative Hub - Home to creative geeks and innovative solutions

    Creative Hub - Home to creative geeks and innovative solutions

    Tradinos is a software development company that creates software solutions, and Android & iOS mobile applications. Check our Portfolio in the following link: https://tradinos.com/portfolio.pdf...

    Top Services:

    • Mobile App Development
    • Web Design
    • Web Development
    • UI/UX Design
    • Software Development
    • Show more
    Location
    Berlin, Germany
    Number of Employees
    50 - 99
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $25,000 - $50,000
    View Profile

  • Insperity

    Comprehensive HR Solutions, Unmatched Care and Sustainable Growth

    Comprehensive HR Solutions, Unmatched Care and Sustainable Growth

    We offer comprehensive and scalable HR solutions with unmatched care. Leverage our premium services and technology for administrative relief, reduced liabilities and better benefits. With a nationwide impact and local presence, we drive sustained growth for businesses and make a difference in communities...

    Top Services:

    • HR Outsourcing
    • Business Consulting
    Location
    Houston, Texas
    Number of Employees
    1000 & Up
    Portfolios Count
    3 Projects Listed
    View Profile
    4.1 4.1 (99)

  • Choice Communications Corporation

    Your Partner in Improving All Communication Services.

    Your Partner in Improving All Communication Services.

    Choice Communications is an award winning communications consulting firm and Master Agency founded in 1995. They are known for their excellence in service and exceptional back office support...

    Top Services:

    • Business Consulting
    • Managed Services
    Location
    San Jose, California
    Number of Employees
    50 - 99
    View Profile
    3.0 3.0 (2)

  • RGP

    Dare to Work Differently®

    Dare to Work Differently®

    Deliver on your organizations biggest opportunities by partnering with RGP's global team of experts. They can create transformative change that drives business growth. A different way of working starts now!...

    Top Services:

    • Business Consulting
    Location
    Los Angeles, California
    Number of Employees
    1000 & Up
    View Profile

  • Defamation Defenders

    Protect Your Reputation and Take Control of Your Name Online

    Protect Your Reputation and Take Control of Your Name Online

    Our main office is located in Boulder, nestled in the foothills of the breathtaking Colorado Rocky Mountains. Come here on any particular day of the week, and you'll find our team working hard to ensure our clients are portrayed in a positive light online. At Defamation Defenders, we take pride in our work...

    Top Services:

    • Reputation Management
    • Public Relations
    • Branding
    • SEO
    • Business Consulting
    • Show more
    Location
    Boulder, Colorado
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.9 4.9 (34)

  • Kastech

    Knowledge is our strength.

    Knowledge is our strength.

    Kastech Software, based in Houston of Texas, United States of America, is a pioneer in offering various software services with special reference to AR/VR, ERP, and Oracles PeopleSoft...

    Top Services:

    • Staff Augmentation
    • Software Development
    • Big Data Analytics
    • Business Consulting
    • Show more
    Location
    Richmond, Texas
    Number of Employees
    1000 & Up
    View Profile
    4.0 4.0 (23)

  • Sparkybit

    Salesforce consulting & development partner

    Salesforce consulting & development partner

    Sparkybit is recognized as one of the most successful Salesforce Consulting and Implementation Partners in Germany. With consultation and the development of individualized Salesforce-based solutions that are catered to your specific requirements, we want to make it possible for your company to reach the...

    Top Services:

    • Software Development
    • CRM Consulting
    • ERP Consulting
    • Staff Augmentation
    • Mobile App Development
    • Show more
    Location
    Paderborn, Germany
    Number of Employees
    50 - 99
    Average Hourly Rate
    $55/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    6 Projects Listed
    View Profile
    5.0 5.0 (3)

  • MTA Digital

    Transforming Challenges Into Opportunities For Growth

    Transforming Challenges Into Opportunities For Growth

    Unlock your full marketing potential with MTA - tell us about your needs during 45 min. discovery call!...

    Top Services:

    • Digital Marketing
    • PPC
    • SEO
    • Web Design
    • Big Data Analytics
    • Show more
    Location
    Poznan, Poland
    Number of Employees
    100 - 249
    Average Hourly Rate
    $99/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    9 Projects Listed
    View Profile
    4.7 4.7 (26)

  • Triton Business Advisors

    Creating Small Business Success, One Piece at a Time

    Creating Small Business Success, One Piece at a Time

    Mosaic Business Advisors is a management consulting firm that helps small businesses navigate the challenges of business growth. Through our own expertise and partnerships with other professionals, we assemble a team across many functional areas to drive your business forward and increase profits...

    Top Services:

    • Business Consulting
    Location
    Marlborough, Massachusetts
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • NN.PARTNERS

    Ads & Analytics That Deliver Results: More Sales More Time, More Profit.

    Ads & Analytics That Deliver Results: More Sales More Time, More Profit.

    nn.partners is an international team of paid media and analytics experts on a mission to match great businesses with great marketing. We use Google Ads, Microsoft Ads, Meta Ads, and Web Analytics to deliver more sales, more time, and more profit helping you grow faster...

    Top Services:

    • CRO
    • PPC
    • Digital Marketing
    • Video Production
    • Creative Services
    • Show more
    Location
    Porto, Portugal
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    View Profile

  • MyTaskPanel Consulting

    Bringing your technology visions to life

    Bringing your technology visions to life

    MyTaskPanel Consulting: Your partner in tech innovation. We specialize in AI Solutions, Automation with AI Agents, Custom Software Development, and IT Outsourcing. With a LATAM development center, we become an extension of your team, driving efficiency and growth...

    Top Services:

    • Software Development
    • AI Development
    • Mobile App Development
    • Staff Augmentation
    • Cybersecurity
    • Show more
    Location
    Valencia, Spain
    Number of Employees
    50 - 99
    Average Hourly Rate
    $60/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    2 Projects Listed
    View Profile

  • RupelTek

    Computer, Web Design & Hosting Svc to fit any need

    Computer, Web Design & Hosting Svc to fit any need

    We provide computer, web design, and hosting services to a wide array of clients, whether they are a small startup or large company. We dedicate the same amount of time no matter what size of company you are as we believe every one is as important as the next. RupelTek provides multiple computer services, web...

    Top Services:

    • eCommerce Development
    • Web Development
    • Web Design
    • IT Services
    • Managed Services
    • Show more
    Location
    Peoria, Arizona
    Number of Employees
    Under 49
    Minimal Budget
    Under $1,000
    Portfolios Count
    1 Project Listed
    View Profile

  • Protofire

    Igniting the future of Web3

    Igniting the future of Web3

    Protofire is your next Web3 crypto partner. Developing protocols and platforms with smart contracts, dApps, developer tools, wallet solutions, and more...

    Top Services:

    • Blockchain
    • Cybersecurity
    • Business Consulting
    • Mobile App Development
    • Software Development
    • Show more
    Location
    San Juan, Puerto Rico
    Number of Employees
    50 - 99
    Average Hourly Rate
    $90/hr
    Portfolios Count
    23 Projects Listed
    View Profile

  • Azikus

    Full-Service Digital Agency

    Full-Service Digital Agency

    We are a full-service company, committed to creating stunning digital products and experiences...

    Top Services:

    • Mobile App Development
    • Market Research
    • Web Design
    • Web Development
    • WordPress Website Design
    • Show more
    Location
    Zagreb, Croatia
    Number of Employees
    Under 49
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile
    5.0 5.0 (3)

  • Idea Link

    Custom AI solutions & business automation tailored to fit your business

    Custom AI solutions & business automation tailored to fit your business

    Idea Link builds tailored AI and digital products that solve real business problems with measurable impact. We deliver: AI process automation; Custom AI development; AI strategy & consulting; Custom software and WEB & mobile app development...

    Top Services:

    • Software Development
    • AI Development
    • Mobile App Development
    • Web Development
    • Business Consulting
    • Show more
    Location
    Kaunas, Lithuania
    Number of Employees
    Under 49
    Average Hourly Rate
    $65/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    1 Project Listed
    View Profile

  • illustrated domain

    Where Stunning Design Creates Real Impact

    Where Stunning Design Creates Real Impact

    Beautifully built brands. Engineered to scale...

    Top Services:

    • Web Design
    • Web Development
    • eCommerce Development
    • UI/UX Design
    • Branding
    • Show more
    Location
    Orlando, Florida
    Number of Employees
    Under 49
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    3 Projects Listed
    View Profile

  • Custom D

    App Development and Managed Cloud Services

    App Development and Managed Cloud Services

    At Custom D, we specialize in developing advanced and bespoke software solutions. We take pride in our work and the transformative impact that custom software can bring to businesses. Our team of highly skilled and experienced developers are passionate about providing exceptional service to our clients, and...

    Top Services:

    • Software Development
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  • The agencies listed get notified of their profiles on the website and they can choose to claim it or not, which suggests their availability for more collaborations.

Agencies can also reach out to DesignRush and must go through the verification process prior to being listed.

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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