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

639 Companies - Rankings updated: August 16, 2026

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

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  • Retink Media UG

    Beyooond content

    Beyooond content

    Retink Media is an AI-driven content and marketing tech startup that helps SMEs scale fast...

    Top Services:

    • Digital Services
    • Web Development
    • AI Development
    • Content Marketing
    • Digital Marketing
    • Show more
    Location
    Bonn, Germany
    Number of Employees
    Under 49
    Average Hourly Rate
    $25/hr
    Minimal Budget
    Under $1,000
    Portfolios Count
    3 Projects Listed
    View Profile
    4.7 4.7 (7)

  • Tacoma Web Design and SEO

    Boost Your Online Presence.

    Boost Your Online Presence.

    At Tacoma Web Design and SEO, we meticulously craft swift websites that command attention on Google. Our approach involves manual coding, steering away from slower platforms such as WordPress or Wix. By handcrafting the code, we ensure swift loading times, enabling your site to ascend higher in search engine...

    Top Services:

    • Web Design
    • Web Development
    • SEO
    • Reputation Management
    • Logo Design
    • Show more
    Location
    Tacoma, Washington
    Number of Employees
    Under 49
    Average Hourly Rate
    $125/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    3 Projects Listed
    View Profile

  • Lionhead Marketing

    Kingdom quality marketing

    Kingdom quality marketing

    Lionhead Marketing is a Christian-based provider of technology-enabled performance marketing and advertising solutions. We specialize in digital marketing, online advertising, and web design. We work with organizations of all sizes to help them grow and our primary focus is to provide our clients with Kingdom...

    Top Services:

    • Digital Marketing
    • Advertising
    • SEO
    • Web Design
    • Social Media Marketing
    • Show more
    Location
    Tennessee City, Tennessee
    Number of Employees
    Under 49
    Portfolios Count
    3 Projects Listed
    View Profile

  • Excal Design

    Your stories, our designs

    Your stories, our designs

    Excal Design is a Chicago based branding and digital marketing agency. Our services include Branding, Web Design, SEO, Digital marketing, Experience Design and Advisory...

    Top Services:

    • Branding
    • Design Services
    • Web Development
    • Web Design
    • Digital Marketing
    • Show more
    Location
    Chicago, Illinois
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.7 4.7 (3)

  • Etech

    Growth Through Servant Leadership

    Growth Through Servant Leadership

    Etech is an omnichannel customer engagement solutions provider for some of the world’s leading and most respected brands. The experience Etech has gained across a wide range of business verticals allows us to continuously deliver exceptional, personal customer experiences...

    Top Services:

    • BPO
    • Call Centers
    • Customer Support
    • Business Consulting
    • Show more
    Location
    Nacogdoches, Texas
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $45/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile
    3.3 3.3 (63)

  • Raul Torres, CPA

    Money Wise. Client Driven.

    Money Wise. Client Driven.

    We are a full-service Accounting firm licensed in Corpus Christi, Texas. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly...

    Top Services:

    • Accounting
    • Business Consulting
    • Investment
    Location
    Corpus Christi, Texas
    Number of Employees
    Under 49
    Minimal Budget
    Under $1,000
    View Profile
    4.7 4.7 (27)

  • HRCap

    Largest Global Asian-American Executive Search & HR Consulting Firm in the World

    Largest Global Asian-American Executive Search & HR Consulting Firm in the World

    HRCap, Inc. was founded in 2000 with the vision to connect talented candidates to successful organizations to unlock potentials and create greater value. We operate globally with focus in North America, Europe and APAC areas. With our rich history, seasoned capacities, and press-worthy accomplishments, we are...

    Top Services:

    • Business Consulting
    • HR Outsourcing
    • Market Research
    Location
    Ridgefield Park, New Jersey
    Number of Employees
    50 - 99
    Average Hourly Rate
    $200/hr
    View Profile
    4.8 4.8 (147)

  • Legalmate

    Legal Efficiency Without Borders

    Legal Efficiency Without Borders

    Our legal nearshore service is committed to providing our clients with high-quality legal solutions in a wide field of specialities, all performed with a high value of professional ethics and good practice...

    Top Services:

    • Business Consulting
    • BPO
    Location
    Doral, Florida
    Number of Employees
    Under 49
    Average Hourly Rate
    $35/hr
    View Profile

  • Coretechs Consulting

    Empowering Growth Through Custom Software

    Empowering Growth Through Custom Software

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

    Top Services:

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

  • Triton Business Advisors

    Creating Small Business Success, One Piece at a Time

    Creating Small Business Success, One Piece at a Time

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

    Top Services:

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

  • iCareBilling

    Revolutionize Your Healthcare Practice.

    Revolutionize Your Healthcare Practice.

    iCareBilling is a private American Healthcare IT Company that provides Insurance Credentialing, Medical Billing and other services to the healthcare industry across the United States, integrating services with any EHR, Practice Management, or Medical Billing Software...

    Top Services:

    • BPO
    • Web Design
    • WordPress Website Design
    • Managed Services
    • IT Services
    • Show more
    Location
    Chicago, Illinois
    Number of Employees
    500 - 999
    Average Hourly Rate
    $25/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    5.0 5.0 (6)

  • Talando

    Empower tech companies to scale your operations and unlock your full growth potential.

    Empower tech companies to scale your operations and unlock your full growth potential.

    Talando provides cutting-edge solutions for businesses looking to scale and expand their operations. With a team of experienced consultants armed with the latest tools and AI instruments, we can accurately predict and analyze personnel behavior, allowing us to offer progressive solutions for optimizing your...

    Top Services:

    • Business Consulting
    • HR Outsourcing
    • Call Centers
    • Market Research
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • FutureBrand Madrid

    Creating the brands of the future.

    Creating the brands of the future.

    With offices in the most influential cities in the world, we are a team of professionals who are experts in brands, creativity & experiences. We drive business growth in times of change, helping to better connect the purpose of brands with the experience they offer...

    Top Services:

    • Branding
    • Business Consulting
    • Design Services
    • Logo Design
    • Market Research
    • Show more
    Location
    Madrid, Spain
    Number of Employees
    Under 49
    View Profile
    2.7 2.7 (58)

  • The Brand Auditors

    Do more with less.

    Do more with less.

    Our brand audit services are designed to assist mid-sized and enterprise-level brands in achieving a range of strategic goals. By leveraging our expertise, we enable our clients to significantly reduce their marketing expenses, optimize their organizational efficiency, and successfully venture into new...

    Top Services:

    • Business Consulting
    • Market Research
    • Digital Marketing
    • UI/UX Design
    • Web Development
    • Show more
    Location
    Murrells Inlet, South Carolina
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • QX Accounting Services

    Outsourced Accounting, Tax Prep, & Audit Services

    Outsourced Accounting, Tax Prep, & Audit Services

    QX Accounting Services is a market-leading outsourcing provider of accounting & bookkeeping, audit, tax, and consulting services to growth-focused accounting firms...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Skipton, United Kingdom
    Number of Employees
    1000 & Up
    Minimal Budget
    $10,000 - $25,000
    View Profile

  • Taxes Served Corp

    The uber of tax preparation services.

    The uber of tax preparation services.

    Taxes Served Corporation is your trusted partner in comprehensive financial solutions. Our dedicated team is committed to providing top-notch services in tax, bookkeeping, and payroll to meet the unique needs of your business...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Hoboken, New Jersey
    Number of Employees
    Under 49
    Average Hourly Rate
    $75/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Platfio

    App Development in 1/10th the Time and Price!

    App Development in 1/10th the Time and Price!

    Platfio App Development not only assists in building your app but also provides hosting and upgrades, ensuring its seamless operation in the long run, all covered within a cost-effective monthly fee. This comprehensive service safeguards your app while offering significant cost savings...

    Top Services:

    • Mobile App Development
    • Software Development
    • AI Development
    • CRM Consulting
    • Big Data Analytics
    • Show more
    Location
    South Yarra, Australia
    Number of Employees
    Under 49
    Average Hourly Rate
    $5/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Coin Masters

    Your Trusted Finance Professional.

    Your Trusted Finance Professional.

    Coin Masters is your dedicated finance team, from bookkeeping to the boardroom. With our comprehensive range of services, we're more than just a financial services provider; we're your trusted partners in financial excellence...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Ottawa, Canada
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • BSUITE365

    Experience expert Microsoft consulting services.

    Experience expert Microsoft consulting services.

    As your best choice of Excel expert and Excel consultant, we know the ins and outs of spreadsheet magic. Based in Canada, our team of developers is committed to making your life easier. We offer our services in Vancouver, Montreal, Toronto, and across Alberta...

    Top Services:

    • Web Development
    • eCommerce Development
    • WordPress Website Design
    • Software Testing
    • AI Development
    • Show more
    Location
    North Vancouver, Canada
    Number of Employees
    Under 49
    Average Hourly Rate
    $34/hr
    View Profile
    5.0 5.0 (3)

  • Efficienxy

    Streamline your small business bookkeeping & reach your business goals.

    Streamline your small business bookkeeping & reach your business goals.

    Using the most up-to-date technology platforms available, Efficienxy will keep your small business running smoothly. Providing efficient and reliable virtual bookkeeping services tailored to solopreneurs, freelancers and service-based businesses...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Rockville, Maryland
    Number of Employees
    Under 49
    Average Hourly Rate
    $75/hr
    Minimal Budget
    Under $1,000
    View Profile
    5.0 5.0 (3)

  • Optimiza Vende Más

    HubSpot Gold Partner

    HubSpot Gold Partner

    We help you get your marketing, sales, and service in order so they work as a single team...

    Top Services:

    • Business Consulting
    • CRM Consulting
    • Web Development
    • Web Design
    • Digital Marketing
    • Show more
    Location
    Valencia, Spain
    Number of Employees
    Under 49
    Average Hourly Rate
    $45/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Harriss Wagner

    Diagnose Design Deliver

    Diagnose Design Deliver

    Harriss Wagner Consultants & Advisers is a leading consulting and advisory firm transforming the legal sector through its strategic, operational, and technology solutions. Known for integrity, precision, and lasting impact, we partner with clients to deliver measurable results bridging complexity with clarity...

    Top Services:

    • Business Consulting
    Location
    Sydney, Australia
    Number of Employees
    Under 49
    View Profile

  • Netsense

    15 Years Of Digital Excellence

    15 Years Of Digital Excellence

    We turn challenges into digital strategies with real and measurable impact. 15 years helping the major brands to develop digital strategies with sense...

    Top Services:

    • Digital Strategy
    • Digital Services
    • Branding
    • Logo Design
    • Design Services
    • Show more
    Location
    Barcelona, Spain
    Number of Employees
    Under 49
    View Profile
    4.4 4.4 (7)

  • Epirco Group

    Driving Your Business Forward

    Driving Your Business Forward

    Epirco is a global operations and consulting firm helping businesses scale with precision and speed. We specialize in fulfillment, marketing, IT consultancy, real estate advisory, and strategic project execution. With over 500 projects delivered across the U.S., Middle East, Europe, and Asia, we partner with...

    Top Services:

    • Business Consulting
    Location
    Middletown, Delaware
    Number of Employees
    Under 49
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • MaxCorp Consulting Inc

    Technology ResearchIntelligence

    Technology ResearchIntelligence

    Integrated Intelligence at Every Stage MaxCorp weaves research, tech, analytics, and system architecture together so that each component reinforces the others. Client focused Scalable & Secure Implementation - From agile program delivery to secure platforms, MaxCorp balances customization with long term...

    Top Services:

    • Big Data Analytics
    • Business Consulting
    Location
    Toronto, Canada
    Number of Employees
    Under 49
    Average Hourly Rate
    $90/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile

  • 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

  • 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

  • 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

  • Virtuwise

    Helping Companies Get Real Clients Not Just Leads

    Helping Companies Get Real Clients Not Just Leads

    Virtuwise specializes in B2B lead generation and business development that delivers real results. From the first outreach to deal closing, the company supports clients throughout the entire sales process. Its personalized approach helps businesses connect with decision-makers and convert qualified leads into...

    Top Services:

    • Digital Marketing
    • Email Marketing
    • Business Consulting
    Location
    Varna, Bulgaria
    Number of Employees
    Under 49
    Average Hourly Rate
    $30/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Softjourn

    You Have Ideas. We Bring Them to Life.

    You Have Ideas. We Bring Them to Life.

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

    Top Services:

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

  • RupelTek

    Computer, Web Design & Hosting Svc to fit any need

    Computer, Web Design & Hosting Svc to fit any need

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

    Top Services:

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

  • Aspect Marketing

    We Build The Revenue Operations Engine Behind Your Growth.

    We Build The Revenue Operations Engine Behind Your Growth.

    Aspect Marketing is a Gold HubSpot Partner that turns messy data into predictable revenue for B2B companies. We combine RevOps strategy, AI automation, and full-funnel HubSpot implementation to drive clearer funnels, smarter attribution, and more revenue...

    Top Services:

    • CRM Consulting
    • AI Development
    • Digital Marketing
    • Business Consulting
    • Market Research
    • Show more
    Location
    Appleton, Wisconsin
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Portfolios Count
    1 Project Listed
    View Profile

  • Mohamed Aasik

    Elevate Your Business with SEO Excellence: A New Perspective

    Elevate Your Business with SEO Excellence: A New Perspective

    Welcome to my comprehensive digital marketing and business consulting services. I specialize in tailoring SEO solutions to maximize your ROI, leveraging proven strategies and customized approaches for unique business needs...

    Top Services:

    • SEO
    • Digital Marketing
    • Web Design
    • Branding
    • WordPress Website Design
    • Show more
    Location
    Dubai, United Arab Emirates
    Number of Employees
    Under 49
    Average Hourly Rate
    $500/hr
    Minimal Budget
    Under $1,000
    Portfolios Count
    1 Project Listed
    View Profile

  • Club de Marketing

    Lo hacemos simple!

    Lo hacemos simple!

    Somos una Agencia de Marketing y Comunicación que trabaja activamente junto a sus clientes desde el año 1999. Desde entonces, apoyamos las acciones comerciales y los departamentos de marketing de grandes y medianas empresas, aportando todos los conocimientos, creatividad y dinamismo que la profesión y...

    Top Services:

    • Digital Marketing
    • Email Marketing
    • Event Marketing
    • Business Consulting
    • Market Research
    • Show more
    Location
    Buenos Aires, Argentina
    Number of Employees
    Under 49
    Average Hourly Rate
    $35/hr
    Minimal Budget
    Under $1,000
    Portfolios Count
    1 Project Listed
    View Profile
    4.3 4.3 (10)

  • 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)

  • Bello Insights, LLC

    User Insights For Business Innovation.

    User Insights For Business Innovation.

    We are a small consultancy specializing in user research and service design. With over a decade of experience across industries, we transform insights into actionable strategies that drive exceptional user experiences and business success...

    Top Services:

    • UI/UX Design
    • Digital Strategy
    • Market Research
    • Business Consulting
    • Show more
    Location
    Fairfax, Virginia
    Number of Employees
    Under 49
    Average Hourly Rate
    $200/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile

  • FinOptima

    Sales Excellence Service Excellence Leadership Development

    Sales Excellence Service Excellence Leadership Development

    FinOptima is a Swiss boutique consultancy specializing in sales performance, service excellence and leadership development. The firm supports companies through consulting, training, coaching and mentoring to improve customer experience, strengthen sales capabilities and develop effective leadership. FinOptima...

    Top Services:

    • Business Consulting
    Location
    Menziken, Switzerland
    Number of Employees
    Under 49
    Average Hourly Rate
    $200/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile
    5.0 5.0 (2)

  • We Grow the Co

    Waco Marketing Agency

    Waco Marketing Agency

    We Grow the Co is a Waco, Texas-based digital marketing and branding agency that helps small businesses strengthen their online presence and attract more customers. The agency specializes in branding, web design, social media marketing, and visual content that drive conversions and business growth...

    Top Services:

    • Digital Strategy
    • Logo Design
    • Web Design
    • Social Media Marketing
    • Business Consulting
    • Show more
    Location
    Waco, Texas
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile
    5.0 5.0 (27)

  • 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

  • Techvoot Solutions

    Serving Quality with Technology

    Serving Quality with Technology

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

    Top Services:

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

  • GOBOX

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

    Top Services:

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

  • DevriX

    Technology and RevOps for PE-backed portfolio companies

    Technology and RevOps for PE-backed portfolio companies

    DevriX is a technology and revenue operations consultancy for private equity-backed companies between $50M and $500M in revenue. We work with sponsors across the full hold period: technology and data diligence before a deal, systems and RevOps execution after close, and exit readiness end-to-end...

    Top Services:

    • CRM Consulting
    • Big Data Analytics
    • Business Consulting
    • Managed Services
    • WordPress Website Design
    • Show more
    Location
    Sofia, Bulgaria
    Number of Employees
    Under 49
    Average Hourly Rate
    $140/hr
    Minimal Budget
    $25,000 - $50,000
    View Profile
    4.8 4.8 (21)

  • 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)

  • PM Business Advisors (PMBA)

    Specialty Tax Made Simple

    Specialty Tax Made Simple

    With over 20 years of private industry tax and public accounting experience, PMBA's State & Local and Federal Tax experts can help you tackle all your complex, multi-state Sales & Use tax needs, claim valuable tax incentives and credits like the R&D Tax Credit, conduct Due Diligence, and implement tax...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    New York City, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
    View Profile
    4.0 4.0 (3)

  • AEX

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

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

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

    Top Services:

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

  • SLED Sales

    Public sector sales acceleration

    Public sector sales acceleration

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

    Top Services:

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

  • Levabyt

    Proactive software development agency focused on your needs and success

    Proactive software development agency focused on your needs and success

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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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