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

423 Companies - Rankings updated: August 19, 2026

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

Expertise
Finance
All Client Types
Sort by: Hourly Rate

  • Sogos Consulting

    Strategy, Analytics & Intelligent Systems

    Strategy, Analytics & Intelligent Systems

    We build intelligent systems that improve decision-making, automate operations, and strengthen product performance. Our team blends strategy, analytics, and AI to deliver measurable improvements for enterprises, startups, and government clients...

    Top Services:

    • Business Consulting
    • AI Development
    Location
    Los Angeles, California
    Number of Employees
    Under 49
    Average Hourly Rate
    $140/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Eide Bailly

    Grow fearlessly with Eide Bailly, your accounting ally.

    Grow fearlessly with Eide Bailly, your accounting ally.

    Eide Bailly is the trusted accounting partner for business growth and technology solutions. We embrace change and support companies experiencing growth challenges. We have a local presence in 13 states and a focus on superior accounting services...

    Top Services:

    • Business Consulting
    • Accounting
    • HR Outsourcing
    • IT Services
    • Cybersecurity
    • Show more
    Location
    Fargo, North Dakota
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $145/hr
    View Profile
    3.3 3.3 (4)

  • LME Services

    Managed I.T. Services & Cybersecurity Solutions Since 1994

    Managed I.T. Services & Cybersecurity Solutions Since 1994

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

    Top Services:

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

  • 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)

  • 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)

  • 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)

  • 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)

  • 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)

  • Adastra

    Bridging the Gap with Big Data, Connecting Possibilities with People.

    Bridging the Gap with Big Data, Connecting Possibilities with People.

    Adastra Corp connects businesses worldwide with the opportunities that data offers. With over 20 years of experience, we are leaders in Big Data, IT, and AWS consulting. We deliver high-performing, secure solutions, bridge the gap between business strategy and technology, and accelerate innovation...

    Top Services:

    • Cloud Consulting
    • Big Data Analytics
    • Software Development
    • Mobile App Development
    • IT Services
    • Show more
    Location
    Toronto, Canada
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $25,000 - $50,000
    Portfolios Count
    5 Projects Listed
    View Profile
    4.4 4.4 (52)

  • Arillic

    Excellence Reimagined

    Excellence Reimagined

    Arillic is an 8(a) certified marketing, communications and digital services company...

    Top Services:

    • Social Media Marketing
    • Web Design
    • Web Development
    • Digital Marketing
    • Business Consulting
    • Show more
    Location
    Fairfax, Virginia
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile
    5.0 5.0 (7)

  • HR, Talent & Systems Consulting

    Adult HR for Mission-Driven Companies

    Adult HR for Mission-Driven Companies

    As a full-service HR Consultancy, we focus on building out robust HR functions for fast-growth companies, helping them acquire, retain and develop top talent, as well as implement the right systems to cut costs while leveling up their benefits, payroll, employer brand, ATS and HRIS, performance management...

    Top Services:

    • HR Outsourcing
    • Business Consulting
    Location
    New York City, New York
    Number of Employees
    50 - 99
    Average Hourly Rate
    $150/hr
    View Profile

  • 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

  • iShaai

    Help You Become Great

    Help You Become Great

    iShaai represents a prominent international consulting enterprise with a dedicated emphasis on expediting transformation via the strategic implementation of technology and automation. We are your worldwide ally in leveraging the potential of digital transformation and innovation. Our core areas of expertise...

    Top Services:

    • Business Consulting
    Location
    Toronto, Canada
    Number of Employees
    100 - 249
    Average Hourly Rate
    $150/hr
    View Profile

  • Yellowjelly Limited

    Empowering Success Through Creative Strategy

    Empowering Success Through Creative Strategy

    Yellowjelly is a distinguished consortium of seasoned marketing consultants, dedicated to the singular objective of fostering for our esteemed clientele through the strategic application of creativity. Our raison d'être revolves around the meticulous curation and implementation of innovative strategies that...

    Top Services:

    • Digital Strategy
    • Digital Services
    • eCommerce
    • Branding
    • Social Media Marketing
    • Show more
    Location
    Auckland, New Zealand
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • youstream GmbH

    Build up your audience

    Build up your audience

    At youstream, excellence in video production and marketing is our foundation for elevating your success. Our dedicated team, comprising skilled videographers, creative copywriters, seasoned editors, and marketing SEO experts, works tirelessly behind the scenes to ensure your message resonates with your...

    Top Services:

    • Video Production
    • Branding
    • Digital Services
    • Creative Services
    • Audio Production
    • Show more
    Location
    Zürich, Switzerland
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    5.0 5.0 (130)

  • Emporiom Digital

    We create story driven digital campaigns that make your brand stand out.

    We create story driven digital campaigns that make your brand stand out.

    Emporiom Digital is a global Firm specializing at integrated services. We excel at Design, Digital Marketing & Tech Solutions with a clear focus on limited clientele, high quality. Our Integrated approach and proprietary processes help clients drive more ROI, find more clients & build a great brand for their...

    Top Services:

    • Digital Services
    • Digital Strategy
    • Web Design
    • Web Development
    • Social Media Marketing
    • Show more
    Location
    Noida, India
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.6 4.6 (79)

  • Vonnimedia

    We Operate At The Intersection Of Brand, Creative and Performance Based Media.

    We Operate At The Intersection Of Brand, Creative and Performance Based Media.

    At Vonnimedia, we are a premier Social led, Full service marketing agency driven by a relentless pursuit of results. Our team brings strategy, creative and media buying together to help brands tell their stories that actually move the needle on growing their business...

    Top Services:

    • Social Media Marketing
    • Digital Marketing
    • Video Production
    • Digital Services
    • Content Marketing
    • Show more
    Location
    Sydney, Australia
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile
    4.9 4.9 (38)

  • ONETOO

    A clear path to shape the future.

    A clear path to shape the future.

    We are a branding and design agency that focuses on category design...

    Top Services:

    • Branding
    • Design Services
    • Digital Strategy
    • Web Design
    • Web Development
    • Show more
    Location
    Mornington, Australia
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    1 Project Listed
    View Profile
    5.0 5.0 (34)

  • Grow Your Sales Pipeline

    Sales Development, Sales Recruiting, and Sales Coaching Services

    Sales Development, Sales Recruiting, and Sales Coaching Services

    Grow Your Sales Pipeline executes high-standard sales development, coaching, and recruiting programs to drive profitable revenue growth for our client partners...

    Top Services:

    • Direct Marketing
    • Business Consulting
    • Email Marketing
    • Call Centers
    • Advertising
    • Show more
    Location
    Minneapolis, Minnesota
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    View Profile

  • KPI Digital Inc

    Business and technology consulting firm, Data and analytics company.

    Business and technology consulting firm, Data and analytics company.

    Your Trusted Partner for all Data, Analytics and AI Solutions...

    Top Services:

    • Digital Services
    • Digital Strategy
    • AI Development
    • IoT
    • Big Data Analytics
    • Show more
    Location
    Québec City, Canada
    Number of Employees
    50 - 99
    Average Hourly Rate
    $150/hr
    View Profile

  • Estes Media

    The Done For Your Agency As A Service

    The Done For Your Agency As A Service

    Estes Media is a full-service, done-for-you B2B digital marketing agency. We handle everything from branding, SEO, content creation, and advertising to , web design, and social media managementso you can focus on running your business. Our transparent, goal-aligned approach ensures your digital presence...

    Top Services:

    • Branding
    • Advertising
    • SEO
    • Logo Design
    • Web Design
    • Show more
    Location
    Jersey City, New Jersey
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    2 Projects Listed
    View Profile
    5.0 5.0 (38)

  • Portunol Agency

    We Are Data Thinkers

    We Are Data Thinkers

    Portuñol is a lead agency powered by Latin talent, specialized in building mid- and long-term brand growth through solid strategy and disciplined creative execution...

    Top Services:

    • Business Consulting
    Location
    Mexico City, Mexico
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • ByteBusters

    Smart Digital Solutions To Grow Your Business

    Smart Digital Solutions To Grow Your Business

    ByteBusters is a digital agency delivering web development, SEO, WordPress, Shopify, design, branding, and marketing solutions. Since 2015, we help businesses grow online with creative, results-driven strategies tailored to each client...

    Top Services:

    • Graphic Design
    • Web Design
    • Email Marketing
    • Digital Marketing
    • Business Consulting
    • Show more
    Location
    Savannah, Georgia
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Rosemallow Technologies

    Talent. When you need it.

    Talent. When you need it.

    At Rosemallow Technologies, we help businesses in Malaysia and Singapore scale smarter with flexible, on-demand talent. Our agile team support ensures you always have the right skills at the right time without the cost and delays of traditional hiring. Whether its a short-term project or long-term growth...

    Top Services:

    • Business Consulting
    Location
    Coimbatore, India
    Number of Employees
    50 - 99
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.9 4.9 (7)

  • Executive Decision LLC

    Empowering Organizations

    Empowering Organizations

    Combining comprehensive consulting service offerings with the personalized, local touch of a boutique firm. Executive Decision is a certified SWAM and DBE firm delivering comprehensive consulting solutions. Our expertise spans management and administrative consulting, process optimization, strategic...

    Top Services:

    • Business Consulting
    Location
    Virginia Beach, Virginia
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile

  • Future Ventures

    Empowering Founders to Scale

    Empowering Founders to Scale

    Future Ventures is a scale-up advisory firm helping founders and leadership teams turn complexity into enterprise value. We work with growth-stage companies to unlock revenue acceleration, operational leverage, capital readiness, and durable strategic advantage. Combining rigorous strategy, data-driven...

    Top Services:

    • Business Consulting
    • AI Development
    • Digital Marketing
    • Digital Strategy
    • Digital Services
    • Show more
    Location
    Calgary, Canada
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Branded Mayhem

    Feel human on screen. Run smarter behind it.

    Feel human on screen. Run smarter behind it.

    Branded Mayhem Collective (BMC) runs two practices from Richardson, Texas. 8gnc (8gnc.io) is the brand and digital agency: strategy, identity, websites, content, and growth. br8n (br8n.io) is the AI delivery practice: we install AI into how your operation already runs and leave you owning it...

    Top Services:

    • Branding
    • Web Design
    • SEO
    • Creative Services
    • AI Development
    • Show more
    Location
    Richardson, Texas
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    7 Projects Listed
    View Profile

  • MDW (My Data Works)

    Swiss AI Excellence Partner

    Swiss AI Excellence Partner

    MDW (My Data Works) is a data and AI consulting firm supporting large organizations in the design and delivery of enterprise data platforms, AI initiatives, and business applications. A long-time Microsoft partner, MDW has earned seven Microsoft Partner of the Year awards and operates entirely within the...

    Top Services:

    • Digital Services
    • Mobile App Development
    • AI Development
    • Business Consulting
    • Digital Marketing
    • Show more
    Location
    Madrid, Spain
    Number of Employees
    50 - 99
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $25,000 - $50,000
    View Profile

  • Team400

    Build A Better Tomorrow

    Build A Better Tomorrow

    We build the apps and intelligent AI agents that 10× your team's productivity, from customer-facing products to internal automation. AI consulting, enablement and management to help your team thrive...

    Top Services:

    • AI Development
    • Mobile App Development
    • Software Development
    • Branding
    • Web Development
    • Show more
    Location
    Melbourne, Australia
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile

  • Alpha Apex Group

    Institutional-Grade Executive Search & Operating Advisory

    Institutional-Grade Executive Search & Operating Advisory

    Alpha Apex Group is a retained executive search and operating advisory firm serving organizations making high-stakes leadership decisions. We place Presidents, C-suite, and critical operators while aligning the organizational architecture that allows those leaders to perform...

    Top Services:

    • HR Outsourcing
    • AI Development
    • Business Consulting
    • ERP Consulting
    • Show more
    Location
    Denver, Colorado
    Number of Employees
    50 - 99
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $25,000 - $50,000
    View Profile

  • Peterson Technology Partners

    Recruit With Confidence

    Recruit With Confidence

    Peterson Technology Partners is an IT staffing and consulting firm with over 28 years of experience, helping companies hire onshore (U.S.-based), nearshore, and offshore software engineers. We provide pre-vetted talent for roles in Java, SAP, cloud, and data engineering, supporting contract...

    Top Services:

    • HR Outsourcing
    • Business Consulting
    Location
    Park Ridge, Illinois
    Number of Employees
    100 - 249
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.2 4.2 (29)

  • Growthperiencia

    Growth Marketing Consultancy

    Growth Marketing Consultancy

    Growthperiencia is a Chile-based growth marketing consultancy focused on helping B2B companies build predictable customer acquisition systems. By combining strategy, performance marketing, conversion optimization, and analytics, the company designs scalable growth systems that connect marketing, sales, and...

    Top Services:

    • Business Consulting
    • Digital Marketing
    • UI/UX Design
    • Digital Strategy
    • Show more
    Location
    Pomaire, Chile
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    Under $1,000
    View Profile

  • Revenue Wizards

    Revenue Operations Experts For AI-Enabled Growth

    Revenue Operations Experts For AI-Enabled Growth

    Revenue Wizards is a boutique RevOps consultancy based in Amsterdam. We align Sales, Marketing, and Customer Success under one revenue strategy fixing broken pipelines, implementing Salesforce and HubSpot, and building the data foundations that make growth predictable...

    Top Services:

    • CRM Consulting
    • Business Consulting
    Location
    Amsterdam, Netherlands
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Vantage Cloud Solutions, LLC

    Your End-to-End Cloud Partner For Every Industry

    Your End-to-End Cloud Partner For Every Industry

    Vantage Cloud Solutions is an Allen, TX-based certified Salesforce consulting partner helping SMBs modernize their CRM and accelerate growth. We specialize in Salesforce implementation, Sales Cloud, Service Cloud, Revenue Cloud (CPQ + Billing), Marketing Cloud, Agentforce AI, Data Cloud, and MuleSoft...

    Top Services:

    • CRM Consulting
    • ERP Consulting
    • Cloud Consulting
    • DevOps Consulting
    • Business Consulting
    • Show more
    Location
    Allen, Texas
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    View Profile

  • YNALIZE

    From Insight To Impact

    From Insight To Impact

    YNALIZE is a strategic market intelligence studio helping founders, agencies, and investors assess growth and market-entry decisions. We combine digital demand signals, intent analysis, competitive structure, and feasibility judgment to clarify whether a market is worth pursuing before budget is committed...

    Top Services:

    • Business Consulting
    • Market Research
    • Digital Marketing
    • Content Marketing
    • Show more
    Location
    Haifa, Israel
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • RealizedAI

    AI That Pays For Itself

    AI That Pays For Itself

    RealizedAI is a Jacksonville-based consulting firm that builds AI-powered financial operations for healthcare practices and small businesses. We connect your billing, banking, and payroll data into one system, then find where money is leaking. For our first healthcare client we matched 98% of payments to bank...

    Top Services:

    • Business Consulting
    • AI Development
    • Big Data Analytics
    Location
    Jacksonville, Florida
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile

  • IM Strategic Planning

    Shaping Brighter Futures, Empowering Growth

    Shaping Brighter Futures, Empowering Growth

    IM Strategic Planning is a forward-thinking company that specializes in delivering innovative solutions for strategic planning. With a focus on integrating cutting-edge technology and data-driven insights, the company excels at helping businesses identify and pursue growth opportunities...

    Top Services:

    • Business Consulting
    Location
    Longwood, Florida
    Number of Employees
    Under 49
    Average Hourly Rate
    $160/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • TruAdvantage

    Award-Winning IT & Cybersecurity

    Award-Winning IT & Cybersecurity

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

    Top Services:

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

  • Manifesto

    We believe brands were meant to stand for more.

    We believe brands were meant to stand for more.

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

    Top Services:

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

  • 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)

  • 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)

  • 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)

  • 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)

  • Schweitzer Consulting, LLC

    Small shop, big results.

    Small shop, big results.

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Why People Trust DesignRush

Rated 4.8 on Google and 4.7 on Trustpilot, DesignRush Agency Directory is a reliable resource for finding financial consulting firms. We owe this to our executive selection team, which follows a strict screening process when featuring agencies on the platform, assessing key performance indicators, like portfolio, client reviews, and industry reputation.

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  • 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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