Top Financial Consultants in New York City
181 Companies
List of the Top New York City Financial Consulting Firms
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Mindracer Consulting
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$10,000+$200 - $300 / hr2 - 9New York, NYServices 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.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
35% Financial Consulting45% Funding & Investment15% Financial Advising & Planning +1 service5% Other MarketingSee all 20 projectsleadforce.info is a company specializing in lead generation and investor outreach services. Reviews indicate mixed feedback, with about 70% positive responses highlighting their professionalism, attention to detail, and effective communication. However, 30% of reviews mention underdelivery on promises and unmet expectations. Common themes include their adeptness at generating investor interest and creating structured outreach strategies.
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Undisclosed$150 - $199 / hr10 - 49Englewood, NJ
Services provided
10% Financial Consulting30% Business Consulting15% Custom Software Development +4 services15% Logistics & Supply Chain Consulting10% CRM Consulting and SI10% Contract Manufacturing10% ERP Consulting and SISee all 2 projectsPrice Reporter Inc. is a company specializing in handling large volume orders, catalog management, and government procurement. The feedback is overwhelmingly positive, with 100% of reviewers highlighting their efficiency and ability to anticipate challenges, ensuring projects are completed on time or early. Their commitment to client success is notably impressive.
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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 offering services such as bookkeeping, tax preparation, financial planning, and business consulting. Across their reviews, clients consistently praise their professionalism, responsiveness, and expertise, with 100% expressing satisfaction. Notably, Spear CPA CFP's ability to navigate complex financial situations effectively and their proactive communication are highlighted as key strengths by clients.
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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.
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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 consulting and bookkeeping firm specializing in managing personal and business taxes, bookkeeping, and corporate structuring. The company is praised for its professional service, effective communication, and significant cost-saving impact; 100% of reviews highlight satisfaction with their timely responsiveness and knowledgeable guidance, emphasizing their ability to improve business operations.
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$25,000+$300+ / hr2 - 9New York, NY
Services provided
20% Financial Consulting20% Accounting20% Finance & Accounting Outsourcing (FAO) +2 services20% Financial Advising & Planning20% Fractional CFO ServicesSee all 2 projectsLiv Data LLC is a strategic financial consulting firm that specializes in AI-powered finance automation and outsourced CFO support. With 100% positive feedback, clients praise their deep industry knowledge, disciplined project management, and impressive problem-solving capabilities. Liv Data LLC consistently delivers valuable operational improvements and aligns well with client company cultures.
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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.
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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.
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$1,000+$300+ / hr2 - 9New York, NY
Services provided
10% Financial Consulting80% Business Consulting10% Marketing StrategySee all 11 projectsCactus is a finance consultancy specializing in financial consulting services, offering expertise in financial analysis and financial planning. Reviews highlight the company's transformational impact on clients' financial strategies, with 100% positive feedback emphasizing exceptional project management and industry insights. Notably, 100% of reviewers praised Cactus for delivering transformative results and effective virtual communication.
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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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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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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.
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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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$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+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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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.
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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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$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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$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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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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$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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$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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$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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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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$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.
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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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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.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
100% Financial ConsultingCandid is a midsize New York, New York-based Financial Consulting company. Their services include Financial Consulting.
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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.
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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.
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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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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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$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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$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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$1,000+$300+ / hr2 - 9Brooklyn, NY
Services provided
10% Financial Consulting80% Accounting10% Business ConsultingMCBtax is an Accounting company. They are in Brooklyn, New York and have small team. Their services include Accounting and Business Consulting.
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Undisclosed$200 - $300 / hr2 - 9Montclair, NJ
Services provided
10% Financial Consulting50% Business Consulting25% IT Strategy Consulting +1 service15% AccountingLaw Office Systems, Inc. Is a small Business Consulting company founded in 1985. Their team offers Business Consulting and IT strategy consulting.
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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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$1,000+$50 - $99 / hr2 - 9New York, NY
Services provided
10% Financial Consulting50% Marketing Strategy40% Business ConsultingGrapidly is a small Marketing Strategy company founded in 2005. Their services include Marketing Strategy and Business Consulting.
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UndisclosedUndisclosed2 - 9Bogota, NJ
Services provided
10% Financial Consulting80% Accounting10% Business ConsultingJPT Financial Solutions Inc. Is an Accounting company. The team provides Accounting and Business Consulting and is in Bogota, New Jersey.
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$1,000+$100 - $149 / hr2 - 9New York, NY
Services provided
10% Financial Consulting20% Advertising20% Media Planning & Buying +4 services20% Pay Per Click10% Business Consulting10% Content Marketing10% Social Media MarketingAdvertising company Principal Media Communications, LLC is located in New York, New York. Launched in 2017, the team focuses on Advertising and Media Planning & Buying.
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$5,000+$200 - $300 / hr2 - 9New Rochelle, NY
Services provided
10% Financial Consulting20% Business Consulting20% IT Strategy Consulting +7 services15% Commercial Development10% Business Continuity Management5% AI Consulting5% CRM Consulting and SI5% Cloud Consulting & SI5% Digital Strategy5% Marketing StrategyKweku Strategies Inc, a small IT strategy consulting company, is located in New Rochelle, New York. Their services include IT strategy consulting and Business Consulting.
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$75,000+Undisclosed10 - 49New York, NY
Services provided
10% Financial Consulting90% Business ConsultingStonewater Partners, a small Business Consulting company, is based in New York, New York and London, England. The team provides Business Consulting and Financial Consulting.
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UndisclosedUndisclosed10 - 49Jersey City, NJ
Services provided
10% Financial Consulting50% Accounting15% Financial Advising & Planning +2 services15% Fractional CFO Services10% Marketing StrategyAccounting company Scale CPA was launched in 2021. Located in Jersey City, New Jersey, the team provides Accounting and Financial Advising & Planning.
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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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List of the Top 10 New York City Financial Consulting Firms
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$25,000+Undisclosed2 - 9Brooklyn, NY
Ability to deliver
31.8/40.016.2/20 Reviews9.7/10 Clients & Experience6/10 Market PresenceService focus
10% Financial Consulting90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.1/40.016/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
35% Financial Consulting65% Other -
Undisclosed$150 - $199 / hr10 - 49Englewood, NJ
Ability to deliver
26.1/40.016.2/20 Reviews3.7/10 Clients & Experience6.2/10 Market PresenceService focus
10% Financial Consulting90% Other -
$1,000+$100 - $149 / hr2 - 9New York, NY
Ability to deliver
24.4/40.016.2/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
10% Financial Consulting90% Other -
UndisclosedUndisclosed2 - 9Valley Stream, NY
Ability to deliver
23.2/40.015.6/20 Reviews2/10 Clients & Experience5.6/10 Market PresenceService focus
10% Financial Consulting90% Other -
$1,000+$100 - $149 / hr10 - 49Hoboken, NJ
Ability to deliver
22.7/40.016.2/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
10% Financial Consulting90% Other -
$25,000+$300+ / hr2 - 9New York, NY
Ability to deliver
21.4/40.017.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Consulting80% Other -
$1,000+< $25 / hr10 - 49new york, NY
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Consulting80% Other -
$1,000+< $25 / hr10 - 49New York, NY
Ability to deliver
20.8/40.016.2/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
10% Financial Consulting90% Other -
$1,000+$300+ / hr2 - 9New York, NY
Ability to deliver
28.2/40.016.4/20 Reviews6.2/10 Clients & Experience5.6/10 Market PresenceService focus
10% Financial Consulting90% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Financial Consulting50% Other -
UndisclosedUndisclosed50 - 249New York , NY
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
40% Financial Consulting60% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
21.9/40.016.2/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
30% Financial Consulting70% Other -
UndisclosedUndisclosed2 - 9Staten Island, NY
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Consulting50% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
35% Financial Consulting65% Other -
$10,000+$200 - $300 / hr2 - 9New York, NY
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
40% Financial Consulting60% Other -
$25,000+$100 - $149 / hr250 - 999New York, NY
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Financial Consulting80% Other -
$1,000+Undisclosed10 - 49Valley Stream, NY
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
45% Financial Consulting55% Other -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
6.8/40.00/20 Reviews0/10 Clients & Experience6.8/10 Market PresenceService focus
10% Financial Consulting90% Other -
$1,000+$25 - $49 / hr50 - 249Valley Stream, NY
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
25% Financial Consulting75% Other -
$250,000+Undisclosed10 - 49Penthouse, NY
Ability to deliver
6.9/40.00/20 Reviews1.8/10 Clients & Experience5.2/10 Market PresenceService focus
10% Financial Consulting90% Other -
$5,000+$150 - $199 / hr2 - 9New York, NY
Ability to deliver
5.4/40.00/20 Reviews1.4/10 Clients & Experience4/10 Market PresenceService focus
25% Financial Consulting75% Other -
UndisclosedUndisclosed10 - 49Clifton, NJ
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
25% Financial Consulting75% Other -
$10,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Consulting80% Other -
UndisclosedUndisclosed2 - 9River Edge, NJ
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
25% Financial Consulting75% Other
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