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UndisclosedUndisclosed2 - 9Leighton Buzzard, England
Services provided
20% Insurance Services & Brokers30% Accounting20% Business Consulting +2 services20% Business Valuation Services10% Financial ConsultingLaunched in 1986, Upton Wilson Ltd, a small Accounting company, is located in Leighton Buzzard, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
Services provided
20% Insurance Services & Brokers20% Business Consulting20% Business Valuation Services +2 services20% Commercial Financing20% Financial ConsultingTransworld Business Advisors UK Ltd is a small Business Consulting company in London, England. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Plano, TX
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning20% Financial Consulting +2 services10% Accounting10% Business ConsultingFinancial Advising & Planning company Surely Now was launched in 2021. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning20% Financial Consulting +1 service20% Funding & InvestmentBone Fide Wealth, a Financial Advising & Planning company, was founded in 2016. They offers Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning20% Business Consulting +1 service20% Financial ConsultingSchneider Wealth Strategies is a small New York, New York-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Insurance Services & Brokers20% Accounting20% Commercial Brokerage Services +3 services20% Financial Consulting10% Business Consulting10% Financial Advising & PlanningKairos Financial Group, Inc., a Commercial Brokerage Services company, is located in Los Angeles, California. Their services include Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning20% Business Consulting +1 service20% Financial ConsultingPacific Spirit Investment Management Inc. Is a Financial Advising & Planning company. Based in Vancouver, Canada, the company offers Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
Services provided
20% Insurance Services & Brokers20% Business Consulting20% Financial Advising & Planning +3 services20% Financial Consulting10% Accounting10% Funding & InvestmentSwallow Financial Planning is a Business Consulting company. The London, England-based company focuses on Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9London, England
Services provided
20% Insurance Services & Brokers20% Financial Advising & Planning20% Financial Consulting +3 services20% Funding & Investment10% Accounting10% Market ResearchBunker Riley Financial Planning is a small Financial Advising & Planning company. Established in 1997, the team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Lanark, Scotland
Services provided
20% Insurance Services & Brokers30% Financial Advising & Planning20% Financial Consulting +2 services20% Funding & Investment10% AccountingFinancial Advising & Planning company Adelp Financial Solutions offers Financial Advising & Planning and Insurance Services & Brokers. They are headquartered in Lanark, Scotland.
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UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
20% Insurance Services & Brokers30% Financial Advising & Planning30% Financial Consulting +1 service20% Business ConsultingDelta Financial Group is a small Sydney, Australia-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
20% Insurance Services & Brokers50% Financial Advising & Planning20% Financial Consulting +1 service10% AccountingU.S. Central Financial is a small Omaha, Nebraska-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
20% Insurance Services & Brokers80% Financial ConsultingACG RISK & COMPLIANCE SOLUTIONS is a small Financial Consulting company launched in 2019. Their team offers Financial Consulting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9
Services provided
20% Insurance Services & Brokers40% Financial Consulting20% Business Consulting +1 service20% Financial Advising & PlanningFinancial Consulting company Paradigm Masters Management was founded in 2014. The team provides Financial Consulting and Business Consulting and is in Little Rock, Arkansas.
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UndisclosedUndisclosed2 - 9London, England
Services provided
20% Insurance Services & Brokers80% Financial ConsultingAXIOS RE is a Financial Consulting company. Their team is located in London, England. The firm provides Financial Consulting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
20% Insurance Services & Brokers20% Branding20% Business Consulting +2 services20% Corporate Training & Coaching20% HR ConsultingDPI, LLC. Is a branding agency. They specialize in Branding and Business Consulting and were launched in 2020. The firm is based in Tampa, Florida.
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UndisclosedUndisclosed2 - 9Bangor, ME
Services provided
20% Insurance Services & Brokers80% Business ConsultingVanceGray Wealth Management, Inc. Is a Business Consulting company. They were established in 2007, and their services include Business Consulting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
20% Insurance Services & Brokers40% Back Office Outsourcing20% AI Development +1 service20% Blockchain MarketingBack Office Outsourcing company Baer's Crest is located in Vancouver, Canada. They offer Back Office Outsourcing and Artificial Intelligence and were founded in 2020.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
15% Insurance Services & Brokers70% Financial Advising & Planning15% AccountingEstablished in 2003, JMC Wealth Management, Inc. Is a Financial Advising & Planning company. In Chicago, Illinois, the team provides Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
15% Insurance Services & Brokers40% Financial Advising & Planning20% Financial Consulting +2 services15% Funding & Investment10% Business ConsultingLocated in Sydney, Australia, CFV Services is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed50 - 249Roma, Italy
Services provided
10% Insurance Services & Brokers20% Back Office Outsourcing20% Customer Service Outsourcing +5 services10% Blockchain10% Business Consulting10% Finance & Accounting Outsourcing (FAO)10% Financial Advising & Planning10% Financial ConsultingArmundia Group is a Back Office Outsourcing company. The midsize Roma, Italy-based team offers Back Office Outsourcing and Customer Service Outsourcing. The firm was established in 2007.
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UndisclosedUndisclosedFreelancerSydney, Australia
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning20% Financial Consulting +1 service20% Funding & InvestmentEstablished in 2017, Plutus Financial Guidance is a Financial Advising & Planning company. The agency provides Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosedFreelancerSouth Kingstown, RI
Services provided
20% Insurance Services & Brokers40% Business Consulting20% Business Valuation Services +2 services10% Commercial Financing10% Financial Advising & PlanningCrisafulli Business Coaching is a Business Consulting company launched in 1996. The small team offers Business Consulting and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
10% Insurance Services & Brokers70% HR Consulting20% AccountingHumi is a small HR Consulting company located in Toronto, Canada. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
10% Insurance Services & Brokers20% Accounting20% Business Consulting +3 services20% Financial Advising & Planning20% Financial Consulting10% Funding & InvestmentCollins Financial Services, a small Business Consulting company, is based in Los Angeles, California. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49McLean, VA
Services provided
10% Insurance Services & Brokers80% Accounting10% Financial Advising & PlanningVenture Advisory, LLC is an Accounting company. Their small team is based in McLean, Virginia. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Edinburgh, Scotland
Services provided
10% Insurance Services & Brokers70% Financial Consulting10% Business Consulting +1 service10% Financial Advising & PlanningFinTech Scotland is a Financial Consulting company. The Edinburgh, Scotland-based firm was established in 2017. Their services include Financial Consulting and Business Consulting.
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UndisclosedUndisclosed10 - 49Lagos, Nigeria
Services provided
10% Insurance Services & Brokers60% Commercial Financing30% Financial Advising & PlanningBased in Lagos, Nigeria, MBC Nigeria is a small Commercial Financing company. Their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Madrid, Spain
Services provided
10% Insurance Services & Brokers30% Accounting10% Commercial Property Management +5 services10% Corporate Law10% Family Law10% Funding & Investment10% HR Consulting10% Marketing StrategySpainwide Business Services, an Accounting company, is based in Madrid, Spain. They offer Accounting and Marketing Strategy and were established in 1995.
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UndisclosedUndisclosed10 - 49Bethlehem, PA
Services provided
10% Insurance Services & Brokers25% Commercial Financing25% Funding & Investment +3 services20% Financial Advising & Planning10% Business Consulting10% Financial ConsultingLocated in Bethlehem, Pennsylvania, Cornerstone Advisors Asset Management is a small Commercial Financing company. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Chantilly, VA
Services provided
10% Insurance Services & Brokers30% Accounting30% Business Valuation Services +1 service30% Financial Advising & PlanningStitely & Karstetter, CPAs is an Accounting company founded in 1989. The team specializes in Accounting and Financial Advising & Planning and is in Chantilly, Virginia.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
Services provided
10% Insurance Services & Brokers20% Accounting20% Business Valuation Services +6 services10% Blockchain Marketing10% Business Consulting10% Commercial Financing10% Corporate Training & Coaching5% HR Consulting5% RecruitingAccounting company MGI Dobbyn Carafa was founded in 2006. The company offers Accounting and Business Valuation Services, and is small.
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UndisclosedUndisclosed2 - 9Lake Forest, IL
Services provided
10% Insurance Services & Brokers30% Business Valuation Services30% Funding & Investment +2 services20% Commercial Financing10% Business ConsultingBusiness Valuation Services company EBIT Associates, Ltd. Is located in Lake Forest, Illinois and Scottsdale, Arizona. They offer Business Valuation Services and Funding & Investment.
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UndisclosedUndisclosed2 - 9Bellevue, WA
Services provided
10% Insurance Services & Brokers30% Financial Advising & Planning20% Accounting +2 services20% Business Valuation Services20% Commercial FinancingLocated in Bellevue, Washington, Fulcrum Wealth Advisors is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Dunmurry, Northern Ireland
Services provided
10% Insurance Services & Brokers30% Accounting20% Business Consulting +3 services20% Business Valuation Services10% Funding & Investment10% IT Strategy ConsultingBroad Street Advisory, an Accounting company, was founded in 2017. The team focuses on Accounting and Business Consulting and is in Dunmurry, Northern Ireland.
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UndisclosedUndisclosed2 - 9The Woodlands, TX
Services provided
10% Insurance Services & Brokers30% Financial Advising & Planning20% Business Consulting +3 services20% Financial Consulting10% Funding & Investment10% Market ResearchMellig Group, a Financial Advising & Planning company, was established in 2016. The small team focuses on Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9Colorado Springs, CO
Services provided
10% Insurance Services & Brokers20% Accounting20% Financial Advising & Planning +4 services20% Financial Consulting10% Blockchain Marketing10% Business Consulting10% Business Valuation ServicesFinance Strategists is an Accounting company. They were launched in 2020, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
Services provided
10% Insurance Services & Brokers20% Accounting20% Business Consulting +3 services20% Financial Advising & Planning20% Financial Consulting10% Funding & InvestmentRyan Lamontagne Inc. Is a Business Consulting company. Based in Ottawa, Canada, their small team specializes in Business Consulting and Accounting. The firm was founded in 1994.
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UndisclosedUndisclosed2 - 9Windsor, Canada
Services provided
10% Insurance Services & Brokers40% Financial Advising & Planning20% Financial Consulting +2 services20% Funding & Investment10% AccountingDevin Financial Group, a Financial Advising & Planning company, offers Financial Advising & Planning and Funding & Investment. The firm is located in Windsor, Canada.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
Services provided
10% Insurance Services & Brokers40% Financial Advising & Planning20% Accounting +2 services20% Business Consulting10% Financial ConsultingFinancial Advising & Planning company Ocean 6 Wealth Advisory focuses on Financial Advising & Planning and Business Consulting. They are in Vancouver, Canada.
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UndisclosedUndisclosed2 - 9Sandringham, Australia
Services provided
10% Insurance Services & Brokers20% Corporate Training & Coaching20% Sports Marketing +5 services10% Business Consulting10% Commercial Development10% Funding & Investment10% Marketing Strategy10% Product MarketingOMP Sports Management , a Corporate Training & Coaching company, is located in Sandringham, Australia. The team focuses on Corporate Training & Coaching and Sports Marketing.
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UndisclosedUndisclosed2 - 9Wichita, KS
Services provided
10% Insurance Services & Brokers20% Business Consulting20% Financial Advising & Planning +4 services20% Financial Consulting10% Accounting10% HR Consulting10% StaffingInsight Wealth Strategies, LLC is a Wichita, Kansas-based Business Consulting company. The team offers Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Eatontown, NJ
Services provided
10% Insurance Services & Brokers20% Blockchain20% Blockchain Marketing +5 services10% AI Development10% BI & Big Data Consulting & SI10% Corporate Training & Coaching10% Financial Consulting10% Public RelationsEstablished in 2005, Wealth Engineering LLC is a Blockchain company. The small team specializes in Blockchain and Blockchain Marketing.
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UndisclosedUndisclosedFreelancer
Services provided
10% Insurance Services & Brokers40% Business Valuation Services20% Business Consulting +2 services20% Commercial Financing10% Family LawCompass Valuation and Asset Services is a Melbourne, Australia-based Business Valuation Services company. Established in 2016, the team provides Business Valuation Services and Business Consulting.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 15 Insurance Brokerage Services
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$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.6/40.016.2/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
23.1/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
70% Insurance Services & Brokers30% Other -
UndisclosedUndisclosed250 - 999Victorville, CA
Ability to deliver
21.3/40.016/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
UndisclosedUndisclosed50 - 249Alpharetta, GA
Ability to deliver
21.3/40.014.6/20 Reviews1.4/10 Clients & Experience5.3/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
UndisclosedUndisclosed2 - 9Amritsar, India
Ability to deliver
22.4/40.016.4/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
UndisclosedUndisclosed10 - 49Caterham, England
Ability to deliver
22.1/40.016.8/20 Reviews0.2/10 Clients & Experience5.2/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
$5,000+Undisclosed2 - 9Amsterdam, Netherlands
Ability to deliver
21.7/40.014.6/20 Reviews1.6/10 Clients & Experience5.6/10 Market PresenceService focus
15% Insurance Services & Brokers85% Other -
$1,000+$150 - $199 / hr2 - 9Pretoria, South Africa
Ability to deliver
20.1/40.014.6/20 Reviews0.7/10 Clients & Experience4.8/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
UndisclosedUndisclosed10 - 49Markham, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49Orwigsburg, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed10 - 49Abilene, TX
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed250 - 999Souderton, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49Portsmouth, England
Ability to deliver
14.6/40.014.6/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
UndisclosedUndisclosed2 - 9Bellevue, WA
Ability to deliver
14.6/40.014.6/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
$50,000+$100 - $149 / hr10 - 49Chesterbrook, PA
Ability to deliver
14.6/40.00/20 Reviews10/10 Clients & Experience4.6/10 Market PresenceService focus
14% Insurance Services & Brokers86% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
10.2/40.00/20 Reviews5.1/10 Clients & Experience5.2/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed1,000 - 9,999Redondo Beach, CA
Ability to deliver
8.8/40.00/20 Reviews1.8/10 Clients & Experience7.1/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
UndisclosedUndisclosed50 - 249Fort Mitchell, KY
Ability to deliver
10.1/40.00/20 Reviews2.1/10 Clients & Experience8/10 Market PresenceService focus
35% Insurance Services & Brokers65% Other -
UndisclosedUndisclosed10 - 49Westport, CT
Ability to deliver
8.9/40.00/20 Reviews0/10 Clients & Experience8.9/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Dublin, OH
Ability to deliver
7.6/40.00/20 Reviews0/10 Clients & Experience7.6/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed250 - 999Kolkata, India
Ability to deliver
7/40.00/20 Reviews2.1/10 Clients & Experience4.9/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$25 - $49 / hr50 - 249Essendon, Australia
Ability to deliver
6.7/40.00/20 Reviews1.4/10 Clients & Experience5.4/10 Market PresenceService focus
100% Insurance Services & Brokers -
$10,000+< $25 / hr10 - 49Shivamogga, India
Ability to deliver
10/40.00/20 Reviews6/10 Clients & Experience4/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
UndisclosedUndisclosed10 - 49Concord, MA
Ability to deliver
7.7/40.00/20 Reviews2.1/10 Clients & Experience5.7/10 Market PresenceService focus
60% Insurance Services & Brokers40% Other -
UndisclosedUndisclosed250 - 999Hialeah, FL
Ability to deliver
6.6/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$25 - $49 / hr10 - 49Auckland, New Zealand
Ability to deliver
7.5/40.00/20 Reviews1/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$5,000+Undisclosed250 - 999Delhi, India
Ability to deliver
7/40.00/20 Reviews2.4/10 Clients & Experience4.6/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
$50,000+Undisclosed50 - 249New York, NY
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Agra, India
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.