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

237 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
$1,000 - $10,000
Sort by: Sponsored
Financial Consulting × $1,000 - $10,000 ×

  • RealizedAI

    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
    Visit Website View Profile

  • GOBOX

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

    Top Services:

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

  • AEX

    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
    Visit Website View Profile

  • SLED Sales

    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
    Visit Website View Profile

  • Marcas que Enamoran

    For companies and individuals who want to transform the world with their brands.

    At Marcas que Enamoran, we specialize in boosting sales by engaging clients, employees, and stakeholders effectively and sustainably. Our approach includes leveraging emotional marketing and crafting brands that resonate through purpose, values, and the quadruple positive impact (social, economic...

    Top Services:

    • Business Consulting
    • Reputation Management
    • Branding
    • Market Research
    • Video Marketing
    • Show more
    Location
    Madrid, Spain
    Number of Employees
    Under 49
    Average Hourly Rate
    $9999/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Invicta IT Solutions Inc.

    A Calgary IT Managed Services and Consulting Company.

    Our mission is to handle the day-to-day management and operation of your IT infrastructure, applications, cybersecurity solutions, IT help desk, phones, and networks. As an MSP, we proactively monitor and maintain your IT environment to ensure its reliability, security, and efficiency, allowing you to focus...

    Top Services:

    • IT Services
    • Managed Services
    • Cybersecurity
    • IT Compliance Solution
    • Cloud Consulting
    • Show more
    Location
    Calgary, Canada
    Number of Employees
    Under 49
    Average Hourly Rate
    $140/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    5.0 5.0 (5)

  • All In Content Inc

    1 Session Recording Videos Together Sets You Up For Months Consistent Content.

    At All In Content we make videos easy for businesses. We batch record videos, ensuring that 1 session recording content with us sets our clients up for months of consistent content. When we say easy, we mean it. Our done for you solution has us coming up with ideas for you, coaching you throughout the video...

    Top Services:

    • Video Production
    • Video Marketing
    • Social Media Marketing
    • Business Consulting
    • Advertising
    • Show more
    Location
    Windsor, Canada
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    5.0 5.0 (15)

  • z3x Tech Care Group

    Innovating today to shape the success of tomorrow.

    We transform visionary ideas into innovative, future-ready solutions that drive sustainable growth and long-term success. z3x is a strategic partner for businesses seeking innovation, and sustainable growth...

    Top Services:

    • Digital Strategy
    • Business Consulting
    • Software Development
    • Market Research
    • Staff Augmentation
    • Show more
    Location
    Gdansk, Poland
    Number of Employees
    Under 49
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    5.0 5.0 (2)

  • Barton Creative and Consulting

    The Storytelling Agency.

    We build brands that drive investor confidence, cultural alignment, and long-term growth. With 14+ years of experience with 60+ companies across biotech, tech, fashion, education, private capital, and more, I've led global teams, filed patents, and helped clients raise capital and scale...

    Top Services:

    • Logo Design
    • Branding
    • Business Consulting
    • Content Marketing
    • Web Design
    • Show more
    Location
    Dallas, Texas
    Number of Employees
    Under 49
    Average Hourly Rate
    $200/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Mercury Consulting

    A Reliable Partner in Your Global Business Ventures

    At Mercury Consulting, we offer specialized services to help individuals and businesses thrive in a dynamic global landscape...

    Top Services:

    • Business Consulting
    Location
    Singapore, Singapore
    Number of Employees
    50 - 99
    Average Hourly Rate
    $1500/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    4.8 4.8 (6)

  • Media Heroes

    SEO For Ambitious Brands

    We help businesses build a profitable organic search foundation by focusing on what drives results: strategy, structure, and scalability. Our SEO and AEO specialists work directly with you to boost visibility, attract the right customers, and support long-term growth across search and AI platforms...

    Top Services:

    • SEO
    • AEO
    • Digital Marketing
    • CRO
    • PPC
    • Show more
    Location
    Sydney, Australia
    Number of Employees
    Under 49
    Average Hourly Rate
    $200/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    5.0 5.0 (7)

  • CBus AI Agents

    Hardware + AI Agents For Columbus Entrepreneurs

    CBus AI Agents builds custom AI agent systems and hardware setups for small businesses in Columbus, Dublin, and Central Ohio. Founder-led by Jeff Binek: Army veteran, Ohio State grad, 16-year business owner turned AI consultant...

    Top Services:

    • AI Development
    • Business Consulting
    • SEO
    • Social Media Marketing
    • Web Design
    • Show more
    Location
    Dublin, Ohio
    Number of Employees
    Under 49
    Average Hourly Rate
    $115/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Hauberk Consulting

    Your Trusted Back-Office Outsourcing Services

    Hauberk Consulting is a Shared Services Center that provides outsourced business support solutions for startups, SMEs, and growing organizations across the GCC region. The company helps businesses streamline operations through integrated HR, IT, marketing, finance, and operational support services delivered...

    Top Services:

    • HR Outsourcing
    • Business Consulting
    • Accounting
    • IT Services
    • Customer Support
    • Show more
    Location
    Dubai, United Arab Emirates
    Number of Employees
    50 - 99
    Average Hourly Rate
    $15/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    5.0 5.0 (3)

  • AXIS AI

    We Build AI-Powered Automations

    AXIS AI builds custom automation systems for B2B companies on Make.com, n8n, and custom APIs. We handle the workflows your team repeats every day: lead response, CRM updates, follow-ups, onboarding, invoicing, reporting...

    Top Services:

    • AI Development
    • IT Services
    • Business Consulting
    • Managed Services
    • Show more
    Location
    Mansoura, Egypt
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Argona Partners

    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
    Visit Website View Profile
    3.7 3.7 (3)

  • Fifty Fifty

    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
    Visit Website View Profile
    5.0 5.0 (7)

  • Azikus

    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
    Visit Website View Profile
    5.0 5.0 (3)

  • Popup Agency

    You're Point of Presence in nationwide and global market.

    We here at Popup provide the finest solution for your businesses in Qatar including business management, business consultancy, IT Services, Event Management Services, Print Production Services & Food & beverage services...

    Top Services:

    • Web Design
    • eCommerce Development
    • Web Development
    • Print Design
    • Digital Strategy
    • Show more
    Location
    Doha, Qatar
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    Visit Website View Profile
    5.0 5.0 (3)

  • Sixtygram

    full-service digital online advertising agency in Bangkok, Thailand.

    Sixtygram is on a mission to be a problem solver for businesses of all sizes, both locally and internationally. Whether you are a startup needing marketing strategies, building a brand, or an established business wanting to develop new initiatives in Thailand, we are happy to help with a free consulting...

    Top Services:

    • Digital Marketing
    • SEO
    • Web Design
    • Social Media Marketing
    • Digital Services
    • Show more
    Location
    Bangkok, Thailand
    Number of Employees
    Under 49
    Average Hourly Rate
    $20/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    Visit Website View Profile

  • US Data Corporation

    Marketing Solutions That Grow Your Business - Not Your Overhead.

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

    Top Services:

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

  • On Purpose Projects

    Your Website Done Right!

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

    Top Services:

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

  • Quislex

    Built Differently to Delight.

    QuisLex is an award-winning alternative legal services provider that specializes in managed document review, contract management, compliance services, legal spend management, and legal operations consulting...

    Top Services:

    • BPO
    • Business Consulting
    Location
    New York City, New York
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $20/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Barta Business Group

    Trusted Accounting Solutions

    As a business owner or leader, have you given up on having quality bookkeeping and financial reporting for your business? Barta Business Group is a team of bookkeeping, accounting, and finance professionals providing outsourced solutions for small and mid-sized businesses and nonprofits...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Denver, Colorado
    Number of Employees
    Under 49
    Average Hourly Rate
    $125/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    5.0 5.0 (24)

  • Bookeeps

    Your Business Is Our Purpose. Better Books Better Business.

    We are the heart-centered online Bookkeepers of New York who actually care about your success...

    Top Services:

    • BPO
    • Accounting
    • HR Outsourcing
    • Business Consulting
    • Show more
    Location
    New York City, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $70/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Atlas CPAs & Advisor PLLC.

    Focuses on Your Accounting Needs

    We are a regional professional services firm with services in Accounting, Tax, Audit, Consulting, Business Valuation, Insurance, Financial Services, Marketing, Human Resources, IT and more! We seek to provide a holistic approach of services to our clients to help them achieve their goals in business and life...

    Top Services:

    • Business Consulting
    • Accounting
    • HR Outsourcing
    Location
    Phoenix, Arizona
    Number of Employees
    250 - 499
    Average Hourly Rate
    $35/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Barry & Moore CPAs

    Accounting Done Right

    Whether you are managing your personal wealth or running a company ranging from a brand new venture to a mature, multi-million dollar enterprise, we know how important financial performance is to you. As your trusted advisor, we will provide personalized support and guidance to help you and your business...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Phoenix, Arizona
    Number of Employees
    Under 49
    Average Hourly Rate
    $35/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Idi Oumarou

    Secure And Reliable Websites For Professionals

    Idi Oumarou is an independent web designer who builds secure, reliable, and professional websites for lawyers, accountants, consultants, and other professional services firms. He provides fixed-price website packages with fast turnaround times, offering mobile-friendly design, SEO setup, analytics, privacy...

    Top Services:

    • Business Consulting
    • Customer Support
    • Staff Augmentation
    • WordPress Website Design
    • Show more
    Location
    Spokane, Washington
    Number of Employees
    Under 49
    Average Hourly Rate
    $15/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • AngelytiX Consulting

    We Help Early-Stage Businesses Scale

    We help start-ups with three service areas: strategic coaching and advisory for a more low-touch point need, a full-service outsourced CFO offering from accounting to financial planning and raising capital, and a specialized digital marketing offering...

    Top Services:

    • PPC
    • Advertising
    • SEO
    • Social Media Marketing
    • Digital Marketing
    • Show more
    Location
    Los Angeles, California
    Number of Employees
    Under 49
    Average Hourly Rate
    $135/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Outsource2india

    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
    Visit Website View Profile

  • Defamation Defenders

    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
    Visit Website View Profile
    4.9 4.9 (34)

  • Strength in Motion Films

    Edinburgh based video production company that helps businesses in Scotland connect to their audience

    Strength in Motion Films is an Edinburgh video production agency creating cinematic corporate videos and documentaries. We help Scottish brands drive growth through expert storytelling...

    Top Services:

    • Video Production
    • Video Marketing
    • Business Consulting
    Location
    Edinburgh, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Intech Hawaii

    Managed IT. Cybersecurity. Compliance.

    Intech Hawaii is the go-to expert for network design, cybersecurity and managed services. With a specialized focus on multi-site networks, we offer comprehensive solutions including disaster recovery, firewall security and voice and data-structured cabling, ensuring secure and efficient operations for...

    Top Services:

    • Managed Services
    • IT Services
    • Cybersecurity
    • IT Compliance Solution
    • Cloud Consulting
    • Show more
    Location
    Honolulu, Hawaii
    Number of Employees
    Under 49
    Average Hourly Rate
    $199/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    4.9 4.9 (49)

  • The DV Factory

    Simple Solutions to Complex Problems

    The DV Factory is a premier consultancy specialising in providing industry experts and holistic project and application development teams for the delivery of initiatives in the VOT/OO, Performance Marketing & Data Automation spaces...

    Top Services:

    • Cloud Consulting
    • Managed Services
    • DevOps Consulting
    • IT Services
    • Business Consulting
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $75/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Huddle Fifty

    We help remarkable Brands optimize performance to maximize Revenue from advertising.

    Huddle Fifty's founding members are all coming from the in-house world, and all dealt with several dozens of agencies in their previous careers. We thought we could do better in many ways, specifically in regards to transparency, flexibility and deliverables across the board...

    Top Services:

    • Digital Services
    • UI/UX Design
    • CRO
    • Media Buying
    • Digital Marketing
    • Show more
    Location
    New York City, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Netsec

    Unlock Your Business Potential with Our IT Mastery!

    At Netsec, a distinguished IT consulting firm, we specialize in the management of intricate networks and security infrastructure, demonstrating our expertise across a diverse range of technologies...

    Top Services:

    • Cybersecurity
    • IT Services
    • IT Compliance Solution
    • Cloud Consulting
    • Managed Services
    • Show more
    Location
    New York City, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $120/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    5.0 5.0 (2)

  • Joyno Inc.

    Inspiring Joy We Serve We Deliver.

    While everyone is focused on artificial intelligence, joyno is focused on human intelligence. Our employees undergo a vigorous training regimen designed to enhance the enormous talent and innate thirst for knowledge they desire. A positive attitude and authentic gratitude fosters the team spirit to endure the...

    Top Services:

    • Call Centers
    • BPO
    • Customer Support
    • Phone Answering Services
    • Business Consulting
    • Show more
    Location
    Lapu-Lapu City, Philippines
    Number of Employees
    50 - 99
    Average Hourly Rate
    $10/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Yellowjelly Limited

    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
    Visit Website View Profile

  • SW AGÊNCIA

    We have a multidisciplinary team with extensive experience in personalized projects.

    Digital Agency specializing in Website Creation, Web Development, Paid Traffic and Digital Marketing...

    Top Services:

    • Web Design
    • UI/UX Design
    • Web Development
    • Software Development
    • Mobile App Development
    • Show more
    Location
    Sao Paulo, Brazil
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • GHC GmBH

    GHC GMBH, a distinguished online marketing optimization agency, stands as a premier provider offering unparalleled SEO marketing and e-commerce solutions tailored for companies situated in the prominent business hubs of Sursee, Geneva, and Zurich. Leveraging our extensive expertise, we are committed to...

    Top Services:

    • Graphic Design
    • Web Design
    • Affiliate Marketing
    • Social Media Marketing
    • Content Marketing
    • Show more
    Location
    Sursee, Switzerland
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    5.0 5.0 (8)

  • Digital Time Savers

    High-EQ Marketing with Empathy.

    At Digital Time Savers, we believe that the key to success lies in leveraging the human element within the digital realm. Our approach goes beyond traditional methodologies, focusing on genuine connections and personalized strategies that drive significant results for our clients. We're dedicated to being a...

    Top Services:

    • Digital Services
    • Advertising
    • eCommerce
    • Social Media Marketing
    • PPC
    • Show more
    Location
    Petrich, Bulgaria
    Number of Employees
    Under 49
    Average Hourly Rate
    $45/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Deyel Low-Code Platform

    Build and deliver custom, scalable and extensible software

    Deyel is a no-code/LOW-CODE application platform that allows you to craft mobile and web apps effortlessly while streamlining the development process. Enjoy faster, safer, and more cost-effective processes, accelerating development by 3x. This versatile platform simplifies application development with a...

    Top Services:

    • Mobile App Development
    • Software Development
    • AI Development
    • IT Services
    • CRM Consulting
    • Show more
    Location
    New York City, New York
    Number of Employees
    50 - 99
    Average Hourly Rate
    $45/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Severus

    Digital Product Consulting

    Turning Software Ideas into Concrete, Ready-to-Execute Projects...

    Top Services:

    • UI/UX Design
    • Business Consulting
    • IT Services
    Location
    Lviv, Ukraine
    Number of Employees
    Under 49
    Average Hourly Rate
    $39/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • VirtuID

    Inspire Us With Your Vision

    Connect expertise & advertising technologies in one platform for brilliant marketing across the world's leading ad environments...

    Top Services:

    • Graphic Design
    • Digital Services
    • Design Services
    • Digital Strategy
    • Web Design
    • Show more
    Location
    Kempton Park, South Africa
    Number of Employees
    Under 49
    Average Hourly Rate
    $79/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • BlancaEstudio

    Strategy meets Design.

    BlancaEstudio assists clients in elevating business value by crafting creative, innovative, and visually compelling strategies. Our approach is dedicated to fostering a dynamic synergy between creativity and business objectives. We strive to deliver solutions that not only captivate visually but also...

    Top Services:

    • Branding
    • Business Consulting
    • Market Research
    • Graphic Design
    • Logo Design
    • Show more
    Location
    Santiago, Chile
    Number of Employees
    50 - 99
    Average Hourly Rate
    $200/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    5.0 5.0 (2)

  • youstream GmbH

    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
    Visit Website View Profile
    5.0 5.0 (130)

  • ConsultEvo

    Build Automated, AI Powered Processes for Scale

    ConsultEvo helps service businesses and fast moving teams streamline operations with ClickUp systems, CRM automation, AI implementation, and custom workflows...

    Top Services:

    • Business Consulting
    • HR Outsourcing
    • CRM Consulting
    • IT Services
    • ERP Consulting
    • Show more
    Location
    Casper, Wyoming
    Number of Employees
    Under 49
    Average Hourly Rate
    $75/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Planet Solutions

    Ideas developers. Dreams enhancers

    Planet Solutions specializes in crafting comprehensive Strategic Marketing Plans encompassing both digital and non-digital channels, strategically designed to drive sales for your business. Our emphasis lies in developing plans that prioritize essential processes, precise measurements, and deploying marketing...

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    • Advertising
    • Direct Marketing
    • Business Consulting
    • Digital Services
    • Reputation Management
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    Location
    Bogota, Colombia
    Number of Employees
    Under 49
    Average Hourly Rate
    $50/hr
    Minimal Budget
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  • IM Strategic Planning

    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
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  • Agencia Azul

    Skin in the game

    Today we are a B2B growth marketing hub that blends strategic consulting, venture building, and execution. Our remuneration is based on the results we generate. We have a start-up culture and agile work methods...

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    Rio de Janeiro, Brazil
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  • Linked2u

    Execution of campaigns and strategies

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    Number of Employees
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    Average Hourly Rate
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    Minimal Budget
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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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