Top Financial Consultants in New York City
8 Leaders 15 Contenders
183 Companies
List of the Top New York City Financial Consulting Firms
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$10,000+$200 - $300 / hr2 - 9New York, NY
Services provided
40% Financial Consulting40% Sales Outsourcing10% Business Consulting +1 service10% Marketing StrategyMindracer Consulting is a Sales Outsourcing company. The team focuses on Sales Outsourcing and Financial Consulting and is based in New York, New York.
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$25,000+Undisclosed2 - 9Brooklyn, NY
Services provided
10% Financial Consulting55% Business Consulting15% IT Strategy Consulting +2 services10% Market Research10% Marketing StrategySee all 2 projectsGaussian Consulting is a strategic advisory firm specializing in market research and product portfolio strategy. Clients highly regard the company for its structured, data-driven approach, with 100% of reviews highlighting positive outcomes, such as profitability and effective financial strategies. Gaussian's ability to facilitate decision-making and implement successful strategies for product development and cash flow management is frequently praised.
Reviews mention Well-organized projects
Clients have consistently praised Gaussian Consulting for their well-organized project management. One CEO highlighted the company's structured approach, stating that Gaussian provided 'a lot of structure and logic' often lacking in product strategy. The effective collaboration between teams was also noted, with feedback indicating a smooth workflow and positive outcomes, as evidenced by the profitable products chosen through their guidance.-
Strategy Consulting for Design Studio Startup
5.0 Aug 26, 2022There was a lot of structure and logic, which is usually missing from product/portfolio strategy (even though everyone thinks they're 'data-driven').
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Industry Experience
Gaussian Consulting has demonstrated considerable expertise in the Design and Consumer Products industries. Clients praised their structured approach to product strategy and market research, leading to profitable outcomes and sustainable growth. Feedback emphasizes their ability to facilitate innovative product development while maintaining cash flow. Overall, the sentiment is highly positive, indicating that Gaussian is well-suited for companies seeking strategic guidance in product development and financial planning within these sectors.
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Design Consumer ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Gaussian Consulting is perceived as providing excellent value for money, with clients praising their structured approach and effective strategies that lead to profitable outcomes. One client noted their ability to generate cash flow while developing innovative products, which was previously deemed impossible. Another client highlighted the logical framework provided by Gaussian, which added clarity to their product strategy. Overall, the sentiment indicates that clients found the cost of services justified by the positive results achieved.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Reviewers in New York City highlight Gaussian Consulting’s rigorous, data-driven approach to product portfolio decisions and business growth. Their work ranged from customer and market research to prioritizing products and building implementation plans, with clients citing profitable product choices and stronger cash flow.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
35% Financial Consulting45% Funding & Investment15% Financial Advising & Planning +1 service5% Other MarketingSee all 22 projectsleadforce.info is a company specializing in lead generation and investor outreach services. Overall, their feedback is predominantly positive, with approximately 87% of reviewers highlighting their effective project management, timely delivery, and valuable outcomes such as increased investor connections and secured investments. However, one review indicated dissatisfaction with deliverables. Clients frequently commend leadforce.info's communication and cost-effective pricing.
Industry Experience
leadforce.info has demonstrated expertise primarily in industries such as Information Technology, Food & Beverage, Supply Chain, and eCommerce. Feedback highlights strengths in lead generation, investor outreach, and effective communication, with overall positive sentiment in the IT and Food & Beverage sectors. While some clients reported underperformance in meeting setup, most reviews praised leadforce.info for their professionalism and project management, indicating they are well-suited for businesses seeking investment and growth opportunities across diverse sectors.
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eCommerce Consumer Products Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Healthcare Manufacturing IT Services Information technologyWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
leadforce.info has received mixed feedback regarding its overall cost and value for money. Many clients praised its pricing as fitting their budget and providing good value, with one noting a 25X return on investment. However, some clients expressed dissatisfaction, stating that leadforce.info underdelivered on promises, particularly in arranging investor meetings. Overall, while several clients found the service effective and economical, others warned against investing due to unmet expectations.Was this helpful?
Review Rating from Clients
4.5/5.0
Quality
5.0
Schedule
4.5
Cost
5.0
Willing to Refer
4.5
New York City clients praise leadforce.info for delivering targeted LinkedIn outreach and investor engagement as promised. One startup reported 100 new connections, a 20% acceptance rate, 30 deck requests, and ongoing investor discussions, alongside attentive, on-time project management.Read Local ReviewsWas this helpful?
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$1,000+$100 - $149 / hr2 - 9New York, NY
Services provided
10% Financial Consulting80% Accounting10% Business ConsultingSee all 11 projectsSpear CPA CFP is a comprehensive accounting firm providing services such as bookkeeping, tax preparation, financial planning, and business consulting. Based on the reviews, 100% of clients expressed satisfaction, highlighting their professionalism, responsiveness, and expertise. Approximately 75% of the reviewers mentioned the firm's capability in offering valuable tax advice and savings, making them a reliable partner for financial management.
Reviews mention Easy to reach
Clients express a consistently high level of satisfaction regarding Spear CPA CFP's accessibility and responsiveness. One client noted, 'I like that they’re very responsive and can be reached at any time,' emphasizing ease of communication through various channels. The ability to get timely answers to inquiries, regardless of their size, has been particularly appreciated, reinforcing the sentiment that Spear CPA CFP is easy to reach and supportive of their clients' needs.-
Accounting Services for Eyewear Manufacturing Company
5.0 Dec 13, 2022We communicate via email, text messages, and phone calls. Additionally, Spear CPA CFP uses a lot of tools on their end to manage the project, but I don’t need access to those. Whenever I have a question, I can easily reach out to them, and they always return my calls.
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Accounting for Commercial Real Estate Construction Firm
5.0 Dec 17, 2020We mostly communicate via email. I can also call them at their office, cell phone, or shoot them a text message. I like that they’re very responsive and that they can be reached at any time. No question is ever too small.
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Industry Experience
Spear CPA CFP has demonstrated expertise across several industries, including manufacturing, legal, financial services, business services, and advertising/marketing. Clients praise their responsiveness, professionalism, and ability to exceed expectations, particularly in handling tax planning, bookkeeping, and compliance. Overall sentiment is highly positive, with notable strengths in project management and their proactive approach to client needs. Businesses in industries requiring meticulous financial management and strategic tax advice would find Spear CPA CFP an ideal partner.
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Advertising & marketing Financial services Business services Manufacturing Consumer Products Legal ConstructionWas this helpful?
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Review Rating from Clients
4.9/5.0
Quality
4.9
Schedule
5.0
Cost
4.8
Willing to Refer
5.0
Reviewers in New York City highlight Spear CPA CFP’s ability to manage finances across diverse businesses, from real estate research and coaching to marketing and hospitality. Clients value help with business formation, books, filings, tax strategy, and IRS issues, alongside attentive communication and dependable follow-through.Read Local ReviewsWas this helpful?
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$1,000+$100 - $149 / hr10 - 49Hoboken, NJ
Services provided
10% Financial Consulting75% Accounting15% Business ConsultingSee all 1 projectsGreyson Tax & Consulting is a tax and bookkeeping firm providing comprehensive financial services such as tax optimization, bookkeeping, and business structuring. With 100% positive feedback, clients praise their expertise and timely communication, attributing significant tax savings, such as $30,000 in one year, to their strategic guidance.
Industry Experience
Greyson Tax Consulting has demonstrated expertise primarily in the real estate industry, providing comprehensive tax and bookkeeping services that streamline financial processes and enhance business performance. Clients have reported significant financial savings, notably around $30,000 in taxes, due to their effective strategies and timely communication. The positive sentiment reflects their ability to support growth in real estate operations, making them a suitable partner for businesses seeking reliable financial consulting.
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Real estateWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently praised Greyson Tax Consulting for their exceptional value for money, with one client reporting a savings of $30,000 in taxes, showcasing a significant return on investment. The firm's ability to manage complex financial tasks efficiently and provide timely communication further enhances their perceived value. Overall, clients feel that the cost of services is justified by the substantial financial benefits received, leading to a high level of satisfaction.Was this helpful?
See All Locations (2)Hoboken, NJ
221 River St 9th Fl
Hoboken, NJ 070302 - 5
614-662-4778
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UndisclosedUndisclosed2 - 9Valley Stream, NY
Services provided
10% Financial Consulting80% Financial Advising & Planning10% Business ConsultingSee all 2 projectsImperial Advisory, CFOs is a finance consultancy known for delivering high-quality financial consulting services. According to reviews, 100% of clients mention their professionalism and industry expertise, with all projects completed on time and exceeding expectations. Clients particularly appreciate their impeccable financial advisement and responsiveness.
Industry Experience
Imperial Advisory, CFOs has demonstrated expertise in the Chemicals & Biotechnology and Advertising & Marketing industries. Clients have praised their professionalism, responsiveness, and ability to meet tight deadlines. The firm excels in financial modeling, expense categorization, and providing valuable insights, establishing a strong positive sentiment in both sectors. Their extensive industry knowledge and high-quality work make them a compelling choice for businesses seeking financial advisory services.
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Chemicals & Biotechnology Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of Imperial Advisory, CFOs consistently highlight the company's exceptional value for money, noting timely delivery and high-quality work. One executive praised their responsiveness and professionalism, stating that all projects were completed ahead of schedule. Another client appreciated the flat retainment fee based on hourly rates, which provided clarity in billing. Overall, the sentiment is overwhelmingly positive, with no significant criticisms regarding pricing or value received.Was this helpful?
Unknown avg. project cost for Financial Consulting services in New York CityRead Similar ReviewsNew York City-based Financial Consulting project highlight
Business Consulting for Executive Search Firm
4.5 — Imperial Advisory, CFOs provides business consulting support for an executive search firm. They're tasked with categorizing their expenses, developing a P&L model, and handling their forecasting Read moreWas this helpful?
Review Rating from Clients
4.8/5.0
Quality
4.8
Schedule
5.0
Cost
4.5
Willing to Refer
4.8
Local businesses commend Imperial Advisory, CFOs for experienced financial guidance and high-quality execution. Across projects involving expense categorization, P&L models, forecasting, and financial reviews, clients valued the needs analysis, prompt communication, and work delivered before schedule.Read Local ReviewsWas this helpful?
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$1,000+< $25 / hr10 - 49new york, NY
Services provided
20% Financial Consulting20% Accounting20% Business Consulting +2 services20% Financial Advising & Planning20% Fractional CFO ServicesSee all 1 projectsBestCFO is a finance consultancy known for providing comprehensive financial consultation services, including financial advising, analysis, and planning. According to reviews, 100% of clients praised their ability to enhance cash flow and deliver timely, clear financial reports, with many highlighting their helpfulness and expertise. Their services have been highly recommended for optimizing financial performance and strategic guidance.
Industry Experience
BestCFO has received positive feedback primarily from the financial services industry, where they demonstrated expertise in optimizing financial performance, enhancing cash flow, and ensuring compliance. Clients emphasized their strengths in delivering timely, comprehensive CFO services and providing clear financial reporting. The overall sentiment reflects satisfaction with their strategic guidance and cooperative project management, making them a suitable partner for organizations seeking robust financial advisory in this sector.
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Financial servicesWas this helpful?
1 of 1 New York City-based review is 5 starsLess than $10,000 avg. project cost for Financial Consulting services in New York CityRead Similar ReviewsNew York City-based Financial Consulting project highlight
Financial Advising Services for Tax & Accounting Firm
5.0 — BestCFO provides CFO services for a tax and accounting firm. The team analyzes and improves the client's financial reporting processes, creates financial forecasts, and advises on budget management. Read moreWas this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Local businesses in New York City commend BestCFO for combining strategic financial guidance with practical reporting and forecasting work. Clients cite improved cash flow stability, more useful monthly financials, and timely delivery, alongside helpful communication and knowledgeable support.Read Local ReviewsWas this helpful?
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$1,000+< $25 / hr10 - 49New York, NY
Services provided
10% Financial Consulting70% Back Office Outsourcing20% Business ConsultingSee all 1 projectsReal Assistance, Inc. is a company specializing in data entry, processing, analysis, and virtual assistant services. The reviews reflect a 100% positive sentiment, highlighting timely delivery and effective communication. Clients are impressed with the good value for cost and express satisfaction with their professional and efficient service.
Industry Experience
Real Assistance, Inc. has demonstrated expertise primarily in the real estate industry, particularly in NYC property tax abatement filings. Clients have highlighted their strong data entry, processing, and virtual assistant services, noting timely delivery and effective communication. Overall sentiment in this sector is highly positive, with clients expressing satisfaction and intent to continue collaboration, indicating that Real Assistance, Inc. is well-suited for real estate-related projects.
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Real estateWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of Real Assistance, Inc. consistently highlight the company's strong value for cost, with one COO noting it as a decisive factor in their selection. The services provided are appreciated for their quality and timely delivery, contributing to overall satisfaction. Feedback indicates that clients feel they receive excellent value for their investment, with no significant areas for improvement mentioned, reinforcing a positive sentiment regarding pricing and service quality.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Brooklyn-based clients praise Real Assistance, Inc. for reliable virtual assistance, data entry, and research, including gathering contact information, analyzing documents, and organizing deliverables in spreadsheets and PDFs. They highlight timely delivery, smooth day-to-day communication, and a positive experience that led them to plan continued work.Read Local ReviewsWas this helpful?
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$1,000+$300+ / hr2 - 9New York, NY
Services provided
10% Financial Consulting80% Business Consulting10% Marketing StrategySee all 11 projectsbluhalo io Ltd is a Finance Consultancy offering Financial Consulting Services. Their clients report a 100% positive feedback rate, highlighting the company's ability to transform annual plans and targets. Clients commend their project management and personalized industry insights, indicating strong expertise in Financial Analysis and Planning.
1 of 1 Financial Consulting reviews are 5 starsUnknown avg. project costRead 1 ReviewFinancial Consulting PROJECT HIGHLIGHT
Financial Consulting for B2B Marketing Company
5.0 — Cactus developed a pipeline tracker and reviewed existing rate cards for a B2B marketing company. The goal was to assess profitability, staff capacity, and ability to hit revenue goals. Read moreWas this helpful?
Industry Experience
Bluhalo io Ltd has demonstrated expertise primarily in the Advertising & Marketing sector, with notable success helping agencies grow, improve profitability, and refine strategic planning. Clients from this industry report a transformational impact on business outcomes, reaching growth targets and increasing revenue through tailored consulting. Additionally, they have provided valuable insights to clients in other sectors, such as Pharmaceuticals and Film Production, emphasizing their versatility and strong project management capabilities. Overall sentiment reflects high satisfaction, particularly within Marketing-related industries.
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Arts, entertainment & music Other industries Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Overall feedback on bluhalo io Ltd indicates a strong alignment between cost and value. Clients frequently mention that their investment has yielded significant returns; for instance, one client stated, "the investment into their services is possibly the best money I have ever spent." Another highlighted that their business doubled in size due to Cactus' support. Clients appreciate the exceptional quality of service relative to cost, with sentiments like, "the quality of their work is exceptional," reinforcing their satisfaction with the pricing structure.Was this helpful?
See All Locations (4)New York, NY
One World Trade Centre
New York, NY 100071
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
50% Financial Consulting50% Financial Advising & PlanningGBFS International is a midsize Financial Consulting and Financial Advising & Planning company. Founded in 2010, the team specializes in Financial Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
30% Financial Consulting35% Business Consulting20% Funding & Investment +1 service15% Fractional CFO ServicesSee all 3 projectsPro Business Plans is a finance consultancy specializing in financial consulting services and financial planning. Their clients laud their detailed market analysis and financial modeling, with 100% of reviews highlighting their exceptional ability to balance technical requirements with investor-friendly presentations. The firm is praised for its proactive communication and timely delivery.
1 of 1 Financial Consulting reviews are 5 stars1 new review for Financial Consulting in past 6 months$10,000 – $49,000 avg. project costRead 1 ReviewFinancial Consulting PROJECT HIGHLIGHT
Business Plan Development for Healthcare Company
5.0 — Pro Business Plans created a detailed business plan for a healthcare company. The team conducted market research and analysis and created a five-year financial projection. Read moreWas this helpful?
Industry Experience
Pro Business Plans has demonstrated expertise primarily in the IT Services and Healthcare industries. Clients praise their ability to create comprehensive business plans, conduct in-depth market analysis, and develop realistic financial models, particularly in the context of healthcare technology. The overall sentiment is positive, highlighting their effective communication, timely delivery, and understanding of both regulatory requirements and investor expectations. This makes them a strong fit for companies seeking support in business planning and financial modeling within these sectors.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed that Pro Business Plans offers good value for their cost, with one client specifically noting that the pricing fit their budget while delivering quality outputs. The company’s ability to produce detailed business plans and financial models has been praised, particularly for their realistic approach and timely delivery. Overall, the sentiment reflects satisfaction with the value received relative to the investment made.Was this helpful?
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UndisclosedUndisclosed50 - 249New York , NY
Services provided
40% Financial Consulting50% Accounting10% Business ConsultingMidsize Accounting company Wei, Wei & Co., LLP, is headquartered in New York , New York. The team specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Staten Island, NY
Services provided
50% Financial Consulting50% Financial Advising & PlanningSmall Financial Advising & Planning and Financial Consulting company The Debt Relief Co, is located in Staten Island, New York. The team offers Financial Advising & Planning and Financial
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
35% Financial Consulting35% Funding & Investment30% Financial Advising & PlanningEstablished in 1980, Alliance Global Partners is a small Funding & Investment company. Their team offers Funding & Investment and Financial Consulting.
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$1,000+Undisclosed10 - 49Valley Stream, NY
Services provided
45% Financial Consulting20% Business Consulting15% IT Managed Services +2 services10% Social Media Marketing10% Web DevelopmentCare Reimbursement is a Financial Consulting company. They offer Financial Consulting and Business Consulting and are headquartered in Valley Stream, New York.
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$25,000+$100 - $149 / hr250 - 999New York, NY
Services provided
20% Financial Consulting20% Accounting20% Commercial Financing +2 services20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & PlanningOutsourced Accountants is a Finance & Accounting Outsourcing (FAO) company. Located in New York, New York, the agency provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$1,000+$25 - $49 / hr10,000+New York, NY
Services provided
10% Financial Consulting20% Back Office Outsourcing15% Business Consulting +7 services15% Document Digitization & Management15% Finance & Accounting Outsourcing (FAO)5% Branding5% Content Writing Services5% Language Interpretation5% Market Research5% Print DesignWilliams Lea, An RRD Company is a Back Office Outsourcing company. Launched in 1820, the firm specializes in Back Office Outsourcing and Document Digitization & Management.
Read moreSee All Locations (2)New York, NY
535 8th Avenue
New York, NY 100181001 - 2000
+1 212 351 9000
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$1,000+$25 - $49 / hr50 - 249Valley Stream, NY
Services provided
25% Financial Consulting25% Architectural Design25% Business Consulting +1 service25% Commercial DevelopmentLaunched in 2022, US Estimating is an Architectural Design company. Located in Valley Stream, New York and Valley Stream, New York, the team focuses on Architectural Design and Business Consulting.
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$5,000+$150 - $199 / hr2 - 9New York, NY
Services provided
25% Financial Consulting25% Business Consulting25% Compliance Consulting +1 service25% Fractional CFO ServicesGlobal Capital Solution LLC is a Business Consulting company. The New York, New York-based agency was established in 2025. Their services include Business Consulting and Compliance Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
40% Financial Consulting30% Accounting30% Financial Advising & PlanningFinative Inc. Is a Financial Consulting company. The team is headquartered in Brooklyn, New York, and their services include Financial Consulting and Financial Advising & Planning.
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$250,000+Undisclosed10 - 49Penthouse, NY
Services provided
10% Financial Consulting50% Media Planning & Buying25% Digital Strategy +1 service15% Business ConsultingCriterion Global: International Media Buying, a media planning and buying company, was founded in 2009. The company specializes in Media Planning & Buying and Digital Strategy, and is small.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
100% Financial ConsultingSee all 1 projectsCandid is a nonprofit that provides the most comprehensive data and insights about the social sector. Every year, millions of nonprofits spend trillions of dollars around the world. We find out
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
70% Financial Consulting10% Business Consulting10% Commercial Financing +1 service10% Funding & InvestmentOpus Fund Services is a Financial Consulting company. The firm is based in New York, New York. Their team provides Financial Consulting and Business Consulting.
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
50% Financial Consulting50% Business ConsultingBusiness Consulting and Financial Consulting company Oxford Economics was founded in 1981. The team specializes in Business Consulting and Financial Consulting.
Read moreSee All Locations (2)New York, NY
5 Hanover Sq, Eighth floor
New York, NY 1000441 - 49
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
100% Financial ConsultingReorg is a midsize Financial Consulting company. They provide Financial Consulting and were established in 2012.
Read moreSee All Locations (3)New York, NY
11 East 26th Street, 12th Floor
New York, NY 10010151 - 200
+1 212-588-8890
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
80% Financial Consulting20% Commercial FinancingMIAC - Mortgage Industry Advisory Corporation is a midsize New York, New York-based Financial Consulting company. The team focuses on Financial Consulting and Commercial Financing.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
100% Financial ConsultingVerisk Maplecroft is a Financial Consulting company. Their midsize team is based in Bath, England and London, England. Their services include Financial Consulting.
Read moreSee All Locations (3)New York, NY
452 Fifth Avenue
New York, NY 100182 - 5
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UndisclosedUndisclosed10 - 49Clifton, NJ
Services provided
25% Financial Consulting25% Accounting25% Financial Advising & Planning +1 service25% Funding & InvestmentBusiness Loan Warrior is a small Accounting company headquartered in Clifton, New Jersey. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
10% Financial Consulting30% Marketing Strategy25% BI & Big Data Consulting & SI +2 services25% Digital Strategy10% Business ConsultingFounded in 2000, Analytic Partners is a Marketing Strategy company. Their team offers Marketing Strategy and Digital Strategy.
Read moreSee All Locations (12)New York, NY
114 West 41st Street
New York, NY 10036101 - 150
+1-212-599-7630
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$10,000+$100 - $149 / hr50 - 249New York, NY
Services provided
20% Financial Consulting20% Accounting20% Business Valuation Services +2 services20% Finance Law20% Financial Advising & PlanningOutsourced Accountants Oman is a New York, New York-based Accounting company. They specialize in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9River Edge, NJ
Services provided
25% Financial Consulting30% Commercial Financing25% Financial Advising & Planning +1 service20% Business ConsultingPassive Advantage is a Commercial Financing company. They were established in 2021 and offer Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
30% Financial Consulting40% Accounting30% Business ConsultingBerdon, an Accounting company, is based in New York, New York and Jericho, New York. They offer Accounting and Business Consulting and were founded in 1917.
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UndisclosedUndisclosed2 - 9Queens, NY
Services provided
30% Financial Consulting40% Accounting15% Finance & Accounting Outsourcing (FAO) +2 services10% Financial Advising & Planning5% Business ConsultingLaunched in 2025, Spa Ledger is a small Accounting company. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49Floral Park, NY
Services provided
20% Financial Consulting20% Accounting20% Business Consulting +2 services20% Corporate Law20% Tax LawEstablished in 2007, Davidoff Accounting & Tax Services is a Business Consulting company. The company provides Business Consulting and Accounting, and is small.
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$1,000+$25 - $49 / hr10 - 49Woodbridge Township, NJ
Services provided
20% Financial Consulting20% Accounting20% Finance & Accounting Outsourcing (FAO) +2 services20% Financial Advising & Planning20% Tax LawAccounting company Countsure offers Accounting and Tax Law. They were launched in 2021.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
100% Financial ConsultingFounded in 1984, Nonprofit New York is a small New York, New York-based Financial Consulting company. Their services include Financial Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
60% Financial Consulting20% AI Development20% BI & Big Data Consulting & SIKANERAI is a Financial Consulting company launched in 2009. The team focuses on Financial Consulting and BI & big data consulting & SI and is based in New York, New York.
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UndisclosedUndisclosed10 - 49Hoboken, NJ
Services provided
60% Financial Consulting40% Insurance Services & BrokersClub Vita, a Financial Consulting company, was founded in 2008. They offers Financial Consulting and Insurance Services & Brokers.
Read moreSee All Locations (3)Hoboken, NJ
221 River Street, 9th Floor
Hoboken, NJ 070302 - 5
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
50% Financial Consulting50% Commercial FinancingCommercial Financing and Financial Consulting company CCG Catalyst Consulting Group is in London, England and Phoenix, Arizona. Their services include Commercial Financing and Financial Consulting.
Read moreSee All Locations (3)New York, NY
515 Madison Ave. 8th Floor
New York, NY 100222 - 5
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$1,000+$150 - $199 / hr50 - 249New York, NY
Services provided
10% Financial Consulting30% Finance & Accounting Outsourcing (FAO)20% Business Consulting +4 services15% HR Consulting15% HR Outsourcing5% ERP Consulting and SI5% IT Strategy Consulting3d Cube Bpo is a Finance & Accounting Outsourcing (FAO) company founded in 2017. The company focuses on Finance & Accounting Outsourcing (FAO) and Business Consulting.
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$50,000+$200 - $300 / hr50 - 249New York, NY
Services provided
10% Financial Consulting50% Marketing Strategy40% Business ConsultingHeadquartered in Paris, France and New York, New York, Advention Business Partners is a Marketing Strategy company. They offer Marketing Strategy and Business Consulting.
Read moreSee All Locations (2)New York, NY
28 West 44th Street
New York, NY 100366 - 9
+1 917 750 4475
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UndisclosedUndisclosed2 - 9Hackensack, NJ
Services provided
25% Financial Consulting25% Accounting25% Financial Advising & Planning +1 service25% Fractional CFO ServicesLaunched in 2024, Prosolve CPA is a small Accounting company located in Hackensack, New Jersey. Their team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
10% Financial Consulting45% Back Office Outsourcing25% Insurance Services & Brokers +1 service20% Business ConsultingLaunched in 2011, iRCM, Inc is a Back Office Outsourcing company. Their team provides Back Office Outsourcing and Insurance Services & Brokers.
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$250,000+$25 - $49 / hr10 - 49New York, NY
Services provided
15% Financial Consulting15% Business Valuation Services15% Commercial Development +4 services15% Commercial Financing15% Commercial Property Management15% Engineering10% Commercial Brokerage ServicesTrue Bid Data is a small Business Valuation Services company. They focus on Business Valuation Services and Commercial Development and were founded in 2019.
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$50,000+$300+ / hr50 - 249New York, NY
Services provided
10% Financial Consulting50% IT Strategy Consulting15% Business Consulting +4 services10% Cloud Consulting & SI5% BI & Big Data Consulting & SI5% CRM Consulting and SI5% ERP Consulting and SICedar Management Consulting International is an IT strategy consulting company located in New York, New York and Mumbai, India. The team offers IT strategy consulting and Business Consulting.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
40% Financial Consulting50% Recruiting10% Business ConsultingWall Street Services, a Recruiting company, focus on Recruiting and Financial Consulting. They were established in 1983.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
20% Financial Consulting20% Business Consulting20% Finance & Accounting Outsourcing (FAO) +4 services10% Business Valuation Services10% Compliance Consulting10% Cybersecurity10% IT Strategy ConsultingCohnReznick LLP is a Business Consulting company founded in 1919. The company provides Business Consulting and Finance & Accounting Outsourcing (FAO), and is large.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
40% Financial Consulting30% Commercial Financing30% Funding & InvestmentValidus Risk Management is a Financial Consulting company. Established in 2009, the team provides Financial Consulting and Commercial Financing. The firm is based in London, England and Eton,
Read moreSee All Locations (4)New York, NY
222 Broadway, 19th Floor
New York, NY 100382 - 5
+ 1 929-219-3793
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$5,000+$300+ / hr10 - 49Brooklyn, NY
Services provided
20% Financial Consulting80% Business ConsultingThe Sage Advisory Group is a Business Consulting company. Established in 2023, the firm is based in Brooklyn, New York. Their team provides Business Consulting and Financial Consulting.
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$5,000+Undisclosed2 - 9Jersey City, NJ
Services provided
10% Financial Consulting80% Accounting10% Business Valuation ServicesAccounting company Agency CPAs is located in Jersey City, New Jersey. The team focuses on Accounting and Business Valuation Services.
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List of the Top 8 New York City Financial Consulting Firms
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$25,000+Undisclosed2 - 9Brooklyn, NY
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29.6/40.016.2/20 Reviews9.7/10 Clients & Experience3.7/10 Market PresenceService focus
10% Financial Consulting90% Other -
UndisclosedUndisclosed10 - 49New York, NY
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26.1/40.016.2/20 Reviews6.5/10 Clients & Experience3.4/10 Market PresenceService focus
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10% Financial Consulting90% Other -
$1,000+$100 - $149 / hr10 - 49Hoboken, NJ
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21.5/40.016.2/20 Reviews1.6/10 Clients & Experience3.7/10 Market PresenceService focus
10% Financial Consulting90% Other -
UndisclosedUndisclosed2 - 9Valley Stream, NY
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21.2/40.015.6/20 Reviews2/10 Clients & Experience3.7/10 Market PresenceService focus
10% Financial Consulting90% Other -
$1,000+< $25 / hr10 - 49new york, NY
Ability to deliver
19.2/40.016.2/20 Reviews0/10 Clients & Experience3/10 Market PresenceService focus
20% Financial Consulting80% Other -
$1,000+< $25 / hr10 - 49New York, NY
Ability to deliver
19.6/40.016.2/20 Reviews0/10 Clients & Experience3.4/10 Market PresenceService focus
10% Financial Consulting90% Other -
$1,000+$300+ / hr2 - 9New York, NY
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26.8/40.016.4/20 Reviews6.2/10 Clients & Experience4.2/10 Market PresenceService focus
10% Financial Consulting90% Other -
UndisclosedUndisclosed50 - 249New York, NY
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3/40.00/20 Reviews0/10 Clients & Experience3/10 Market PresenceService focus
50% Financial Consulting50% Other -
UndisclosedUndisclosed10 - 49New York, NY
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20.5/40.016.2/20 Reviews0/10 Clients & Experience4.3/10 Market PresenceService focus
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UndisclosedUndisclosed50 - 249New York , NY
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
40% Financial Consulting60% Other -
UndisclosedUndisclosed2 - 9Staten Island, NY
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Financial Consulting50% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
4.2/40.00/20 Reviews0/10 Clients & Experience4.2/10 Market PresenceService focus
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$1,000+Undisclosed10 - 49Valley Stream, NY
Ability to deliver
3/40.00/20 Reviews0/10 Clients & Experience3/10 Market PresenceService focus
45% Financial Consulting55% Other -
$10,000+$200 - $300 / hr2 - 9New York, NY
Ability to deliver
4.1/40.00/20 Reviews0/10 Clients & Experience4.1/10 Market PresenceService focus
40% Financial Consulting60% Other -
$25,000+$100 - $149 / hr250 - 999New York, NY
Ability to deliver
3.9/40.00/20 Reviews0/10 Clients & Experience3.9/10 Market PresenceService focus
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Ability to deliver
4.4/40.00/20 Reviews0/10 Clients & Experience4.4/10 Market PresenceService focus
10% Financial Consulting90% Other -
$1,000+$25 - $49 / hr50 - 249Valley Stream, NY
Ability to deliver
3.7/40.00/20 Reviews0/10 Clients & Experience3.7/10 Market PresenceService focus
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4.4/40.00/20 Reviews1.4/10 Clients & Experience3/10 Market PresenceService focus
25% Financial Consulting75% Other -
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3/40.00/20 Reviews0/10 Clients & Experience3/10 Market PresenceService focus
40% Financial Consulting60% Other -
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UndisclosedUndisclosed50 - 249New York, NY
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100% Financial Consulting -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
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70% Financial Consulting30% Other
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