Top Financial Planning Firms
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Undisclosed$25 - $49 / hr2 - 9
Services provided
AccountingX Inc., an Accounting company, was founded in 2022. The firm specializes in Accounting and Financial Advising & Planning.
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Undisclosed$100 - $149 / hr2 - 9Dubai, United Arab Emirates
Services provided
Crest Management Consultancy is an Accounting company. The small Dubai, United Arab Emirates-based team provides Accounting and Financial Advising & Planning. The company was launched in 2025.
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$100,000+$25 - $49 / hr2 - 9
Services provided
Capital Tab is a Commercial Financing company established in 2019. Based in Ghaziabad, India, the team focuses on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
Services provided
Founded in 2025, CPA Outsourcing Services is a Business Consulting company. The team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO) and is located in Austin, Texas.
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UndisclosedUndisclosed2 - 9
Services provided
Venture Risk & Insurance is a small Insurance Services & Brokers company headquartered in Forest Hill, Maryland. Their services include Insurance Services & Brokers and Business Consulting.
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$5,000+$100 - $149 / hr2 - 9
Services provided
Established in 2023, Finton Advisors is a business intelligence company. The small team provides BI & big data consulting & SI and Finance & Accounting Outsourcing (FAO).
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$5,000+$150 - $199 / hr2 - 9Paris, France
Services provided
L2A ADVISORY is an Accounting company. The team specializes in Accounting and Financial Advising & Planning, and the company is headquartered in Paris, France.
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$1,000+$50 - $99 / hr2 - 9
Services provided
Execuler is a Business Consulting company in Toronto, Canada. Their services include Business Consulting and Corporate Training & Coaching.
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Undisclosed$50 - $99 / hr2 - 9T'bilisi, Georgia
Services provided
Willsbe LLC is a Business Consulting company. They specialize in Business Consulting and Finance & Accounting Outsourcing (FAO) and were founded in 2019. The company is located in T'bilisi, Georgia.
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$1,000+Undisclosed2 - 9
Services provided
Launched in 2022, Fortium Consulting is a small cloud consulting & SI company headquartered in Edmonton, Canada. Their team specializes in cloud consulting & SI and Cybersecurity.
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Undisclosed< $25 / hr2 - 9
Services provided
Small Finance & Accounting Outsourcing (FAO) company Kiamina Accounting Services, is in Port Harcourt , Nigeria. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$50,000+$300+ / hr2 - 9
Services provided
GigHz, a Business Consulting company, was launched in 2025. The team specializes in Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
Services provided
Antravia LLC is a Finance & Accounting Outsourcing (FAO) company based in Phoenix, Arizona and London, England. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
Services provided
CA A Sundrani and Associates, an Accounting company, provides Accounting and Financial Advising & Planning. The firm is based in Mumbai, India.
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$1,000+< $25 / hr2 - 9Karachi, Pakistan
Services provided
Fidara Orbis (Private) Limited is a Business Consulting company. Established in 2025, the team provides Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr2 - 9
Services provided
Finovax Analytics is a Business Consulting company in Gurugram, India. Their services include Business Consulting and Financial Advising & Planning.
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$250,000+$300+ / hr2 - 9Pétange, Luxembourg
Services provided
ICI Invest SA is a Commercial Property Management company. They are located in Pétange, Luxembourg, and their services include Commercial Property Management and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Established in 2025, Subtitle Financial is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+$25 - $49 / hr2 - 9
Services provided
Pracownia Rachunkowości Sp. Z o.o. Is a small Wrocław, Poland-based Business Consulting company. The team specializes in Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr2 - 9
Services provided
Dexter Accountant, a small Accounting company, is located in Gazipur, Bangladesh. The team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
Services provided
Small Accounting company Arabian Capital Consultants, is in Sharjah Publishing City Free Zone, United Arab Emirates. Their services include Accounting and Financial Consulting.
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$1,000+Undisclosed2 - 9
Services provided
Bridgepoint CFO Solutions, LLC, a Fractional CFO Services company, is based in Omaha, Nebraska. They provide Fractional CFO Services and Accounting and were established in 2025.
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Undisclosed$100 - $149 / hr2 - 9
Services provided
Financial Engineering is a Marcellinara, Italy-based Business Consulting company. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed2 - 9Houston, TX
Services provided
Established in 2025, Saluja & Associates CPA PLLC is a Business Consulting company. The agency specializes in Business Consulting and Accounting, and is small.
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Undisclosed$50 - $99 / hr2 - 9
Services provided
Finova Consulting is an Accounting company. Their team is in Denver, Colorado. The company focuses on Accounting and Financial Advising & Planning.
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$5,000+$50 - $99 / hr2 - 9
Services provided
SAZ Square Business Consultants is an Accounting company. The team is located in Pickering, Canada and Lahore, Pakistan, and their services include Accounting and Financial Advising & Planning.
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Undisclosed$100 - $149 / hr2 - 9Costa Mesa, CA
Services provided
DisruptiX Talent Solutions is a small Business Consulting company founded in 2025. Their services include Business Consulting and Accounting.
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$250,000+$300+ / hr2 - 9Santiago, Chile
Services provided
Inigo Consulting is a Business Consulting company. Headquartered in Santiago, Chile, the company was founded in 2021. Their team provides Business Consulting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9Jersey City, NJ
Services provided
Accounting company AccMan Consultancy was established in 2018. The company specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Estadeem Consultancy is a Finance & Accounting Outsourcing (FAO) company based in Dubai, United Arab Emirates. The team focuses on Finance & Accounting Outsourcing (FAO) and Business Consulting.
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$1,000+$100 - $149 / hr2 - 9Teddington, England
Services provided
Launched in 2025, Sant Cugat Advisory is a Fractional CFO Services company. The team specializes in Fractional CFO Services and Financial Consulting and is located in Teddington, England.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Finance & Accounting Outsourcing (FAO) company FITR Technologies was launched in 2023. The team offers Finance & Accounting Outsourcing (FAO) and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9
Services provided
Tax Rebase is a Corporate Relocation company. They were established in 2025, and their services include Corporate Relocation and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9
Services provided
Wealthovation Global is an Accounting company. Based in Sri Ganganagar, India, their team offers Accounting and Financial Advising & Planning.
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$5,000+$200 - $300 / hr2 - 9Park Ridge, NJ
Services provided
Launched in 2025, Ledgify Advisory is a small Finance & Accounting Outsourcing (FAO) company in Park Ridge, New Jersey. Their team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$25 - $49 / hr2 - 9
Services provided
Small Generative AI company Quantrix, is located in Manila, Philippines. Their services include Generative AI and Accounting.
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Undisclosed$25 - $49 / hr2 - 9Mangaluru, India
Services provided
Prabhu Mallya and Associates is an Accounting company based in Mangaluru, India. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
Services provided
Accounting company MS Financial Services was established in 2024. The small team offers Accounting and Financial Advising & Planning.
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$1,000+$200 - $300 / hr2 - 9
Services provided
Row Ventures, a Fractional CFO Services company, is headquartered in New York, New York. Founded in 2025, the team offers Fractional CFO Services and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Kolkata, India
Services provided
Accounting company Automate Your Finance was launched in 2026. The agency focuses on Accounting and Financial Advising & Planning, and is small.
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$1,000+< $25 / hr2 - 9Stamford, CT
Services provided
AiccountingPros is an Accounting company. Launched in 2026, the agency offers Accounting and Financial Advising & Planning.
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Undisclosed$100 - $149 / hr2 - 9Houston, TX
Services provided
TBG Shoppe LLC is a small Business Consulting company established in 2021. Their services include Business Consulting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9
Services provided
Fundora Analytics is a Finance & Accounting Outsourcing (FAO) company. Founded in 2021, the team provides Finance & Accounting Outsourcing (FAO) and Fractional CFO Services.
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UndisclosedUndisclosed50 - 249Altamonte Springs, FL
Services provided
Innovant Solutions Inc. Is a branding agency. The team focuses on Branding and Market Research and is located in Altamonte Springs, Florida.
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UndisclosedUndisclosedFreelancerMumbai, India
Services provided
Finance & Accounting Outsourcing (FAO) company Stithulf is headquartered in Mumbai, India. Their services include Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$1,000+$25 - $49 / hr50 - 249
Services provided
Headquartered in Bakı, Azerbaijan, BERC is a Business Consulting company. Their services include Business Consulting and Accounting.
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$1,000+< $25 / hr50 - 249Paterson, NJ
Services provided
Located in Paterson, New Jersey, Aberrant Digital Services is a branding company. The team focuses on Branding and Marketing Strategy.
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$5,000+$25 - $49 / hr50 - 249Lahore, Pakistan
Services provided
AffinityVibez is a Business Consulting company. Based in Lahore, Pakistan, their team specializes in Business Consulting and HR Consulting.
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$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Services provided
Bizilance Consultants is a Market Research company located in Dubai, United Arab Emirates. The team provides Market Research and Business Continuity Management.
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$1,000+$100 - $149 / hrFreelancerOttawa, Canada
Services provided
Launched in 2023, AG Business Consultant & Associates is a small Marketing Strategy company in Ottawa, Canada. Their team offers Marketing Strategy and IT strategy consulting.
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List of the Best Strategic Financial Planning Firms
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$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr2 - 9
Ability to deliver
26.6/40.016.4/20 Reviews4.1/10 Clients & Experience6.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
28.5/40.017.8/20 Reviews2.8/10 Clients & Experience7.9/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
$1,000+$50 - $99 / hr50 - 249Mumbai, India
Ability to deliver
28.3/40.016.2/20 Reviews6.7/10 Clients & Experience5.4/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
$10,000+$50 - $99 / hr50 - 249São Paulo, Brazil
Ability to deliver
28.9/40.016.8/20 Reviews6.5/10 Clients & Experience5.6/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed10 - 49
Ability to deliver
23.8/40.016.4/20 Reviews0/10 Clients & Experience7.4/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
26.6/40.016.2/20 Reviews4.2/10 Clients & Experience6.2/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+$50 - $99 / hr50 - 249Hong Kong, Hong Kong
Ability to deliver
25.8/40.016.2/20 Reviews3.2/10 Clients & Experience6.4/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed50 - 249Kolkata, India
Ability to deliver
22.4/40.016.2/20 Reviews1.3/10 Clients & Experience4.9/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr2 - 9Paphos, Cyprus
Ability to deliver
24.2/40.016.2/20 Reviews2.9/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.1/40.016/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
$1,000+$25 - $49 / hr2 - 9Atlanta, GA
Ability to deliver
24/40.016.2/20 Reviews1.7/10 Clients & Experience6.1/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$75,000+$25 - $49 / hr50 - 249Wayland, MA
Ability to deliver
21.9/40.016.6/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
24.3/40.016.2/20 Reviews2.8/10 Clients & Experience5.3/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$25,000+Undisclosed2 - 9Finchampstead, England
Ability to deliver
25.5/40.016.8/20 Reviews2.9/10 Clients & Experience5.8/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed2 - 9Valley Stream, NY
Ability to deliver
23.2/40.015.6/20 Reviews2/10 Clients & Experience5.6/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
$5,000+$50 - $99 / hr10 - 49Maynard, MA
Ability to deliver
25/40.016.2/20 Reviews4.8/10 Clients & Experience4/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
$1,000+$50 - $99 / hr10 - 49Warszawa, Poland
Ability to deliver
26.6/40.016.2/20 Reviews5/10 Clients & Experience5.4/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed10 - 49Palm Springs, CA
Ability to deliver
22.1/40.016.2/20 Reviews0.7/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Caterham, England
Ability to deliver
22/40.016.6/20 Reviews0.2/10 Clients & Experience5.2/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed50 - 249London, England
Ability to deliver
24/40.020/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
$1,000+$25 - $49 / hr2 - 9Mumbai, India
Ability to deliver
22.5/40.016.2/20 Reviews1.3/10 Clients & Experience4.9/10 Market PresenceService focus
55% Financial Advising & Planning45% Other -
UndisclosedUndisclosed2 - 9Vaughan, Canada
Ability to deliver
25.2/40.016.2/20 Reviews2.5/10 Clients & Experience6.5/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
Undisclosed$50 - $99 / hr2 - 9San Diego, CA
Ability to deliver
23.3/40.016.2/20 Reviews3.1/10 Clients & Experience4/10 Market PresenceService focus
40% Financial Advising & Planning60% Other -
UndisclosedUndisclosed10 - 49Charlotte, NC
Ability to deliver
21.5/40.016.2/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49
Ability to deliver
21.5/40.014.6/20 Reviews1.6/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49
Ability to deliver
24.2/40.016.8/20 Reviews2.1/10 Clients & Experience5.4/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
$5,000+Undisclosed2 - 9
Ability to deliver
21.7/40.014.6/20 Reviews1.6/10 Clients & Experience5.6/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$50,000+$100 - $149 / hr2 - 9Monterrey, Mexico
Ability to deliver
23.8/40.017.8/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
25% Financial Advising & Planning75% Other
