Top Strategic Financial Planning Firms in Poland
25 Companies
List of the Top Poland Strategic Financial Planners
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Boldare
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$25,000+$50 - $99 / hr50 - 249Gliwice, PolandServices provided
10% Financial Advising & Planning30% Custom Software Development20% UX/UI Design +3 services20% Web Development10% AI Development10% Low/No Code DevelopmentSee all 58 projectsBoldare is a digital product development company offering services such as web and app development, product strategy design, and custom cloud solutions. Across their reviews, 100% of clients praised their project management, timely delivery, and dedication to understanding client needs. Approximately 90% highlighted their strong technical expertise and innovative approach, with particular emphasis on their seamless communication and teamwork.
Reviews mention Team players
Client feedback highlights Boldare's strong collaboration and team integration. One client noted, 'I'm impressed by Boldare's teamwork,' while another emphasized how their developers felt like part of the client's team, stating, 'It was nice to get suggestions from them on how to further improve the project.' Overall, the sentiment regarding team players is overwhelmingly positive, with clients appreciating the professionalism and support provided throughout the projects.-
Protoype Dev & Design for Startup
5.0 Aug 5, 2020We had a smaller team and they were quite efficient. The scrum master organized all the meetings and if I had any technical questions, I could just approach the developer right away. It was a flat hierarchy and we are all in the same boat; we are one team. They were quite responsive and incorporated my comments right away.
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Custom File Manager Dev for Security Solutions Co
4.5 Aug 4, 2020Their team cared about our project and collaborated with us beyond their scope of work. It was nice to get suggestions from them on how to further improve the project. I was amazed by how their developers felt a part of our team.
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OMS Development for Tauron Polska Energia
4.5 May 14, 2015However, because they act as a team, there were very few problems when they got a new project manager involved. The cooperation we got from XSolve was very good.
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JavaScript Development for German Digital Advertising Firm
4.5 May 4, 2015We never had issues with the work they were completing and, if anything, we were impressed with how well they integrated with our team and began using our own development process.
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Mobile App Developmet & Mgmt for Educational Foundation
5.0 Dec 3, 2024I'm impressed by Boldare's teamwork. Everything was always well timed and the support was always good. Their ability to respond to our needs promptly showcases their effectiveness as team players.
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2 of 2 reviews are 5 starsUnknown avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent client feedback on Boldare highlights their exceptional project management and effective communication. One client praised their commitment and craftsmanship, noting timely delivery of a functional prototype, while another appreciated their smooth onboarding process and responsiveness. Both clients emphasized the alignment of company values and culture, with no significant areas for improvement identified. Overall sentiment is highly positive, reflecting satisfaction with Boldare's professionalism and ability to meet project goals.Was this helpful?
Industry Experience
Boldare has demonstrated expertise across several industries, including financial services, education, energy & natural resources, and business services. Clients consistently praise their timely delivery, strong project management, and high-quality technical skills. In the financial sector, they excel in developing robust platforms, while in education, they effectively support app development. Their impact in energy showcases strong collaboration and design capabilities. Overall, Boldare is well-suited for projects in technology-intensive domains, aligning with client goals and enhancing user experiences.
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Real estate Logistics & Supply Chain Education Energy & natural resources Business services Nonprofit Utilities Hospitality & leisure IT Services Information technology Media Consulting Arts, entertainment & music Government Manufacturing Telecommunications Automotive Transportation Consumer Products Retail Engineering Advertising & marketing Software Other Industry Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Overall feedback regarding the company's cost and value for money is positive. Clients appreciate Boldare's competitive pricing, which aligns well with their budgets, as highlighted by multiple reviewers stating that the pricing fit their needs and offered good value for the quality of work delivered. For instance, one client noted, 'good value for cost,' while another mentioned, 'they were able to deliver on time and within budget.' This consistent sentiment indicates that clients find Boldare to provide a strong return on investment.Was this helpful?
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$1,000+$50 - $99 / hr10 - 49Warszawa, Poland
Services provided
10% Financial Advising & Planning80% Accounting10% Tax LawSee all 9 projectsCGO Finance sp. z o.o. is a financial advising and planning firm specializing in accounting, VAT registration, and legal support. Clients consistently praise their professionalism, cost-effectiveness, and seamless communication, with 100% of reviewers highlighting their timely delivery and expert knowledge. Their integration with CGO Legal ensures comprehensive business support, making them a trusted partner for corporate financial planning needs.
Reviews mention Helpful
The overall sentiment towards CGO Finance sp. z o.o. is highly positive, with clients praising their professionalism, timely service, and effective communication. A client noted, 'They conducted online meetings and phone calls to explain everything,' highlighting their helpfulness. Another remarked on their 'great knowledge' and 'outstanding communication,' emphasizing that all requests were handled efficiently. Clients appreciated the team's dedication and ability to simplify complex processes, stating, 'They made our lives easier by keeping our books in order.'-
Accounting & Payroll Services for Interior Design Company
5.0 Mar 15, 2023We are working mainly with our accountant - project manager, if there is a need the owner of the company is also very helpful. We have the support of an HR and payroll specialist too.
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Accounting Services for Real Estate Company
5.0 Feb 15, 2023The communication is really outstanding. Anything that we need to be done is achieved without any problems. They are always on time with the requirements that we give them. They answer all of our questions and are very helpful.
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Accounting Services for Game Dev Company
5.0 Dec 21, 2022All members of the team are very helpful and reliable. They made our lives easier by keeping our books in order and providing accounts to our auditor on time. Their professionalism, expertise, and dedication to project success make them excellent partners.
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2 of 2 Financial Advising & Planning reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 ReviewsFinancial Advising & Planning PROJECT HIGHLIGHT
Accounting Services for IT Services Company
5.0 — CGO Finance sp. z o.o. provides ongoing accounting services for an IT services company. The team is responsible for tax filings, bookkeeping, and other daily accounting tasks. Read moreWas this helpful?
Industry Experience
CGO Finance sp. z o.o. has garnered positive feedback across various sectors, including Education, IT Services, Consulting, Construction, Business Services, and Gaming. Clients appreciate their expertise in accounting, VAT registration, and legal support, often citing prompt service delivery and strong communication. The overall sentiment is highly favorable, particularly for businesses seeking comprehensive financial management and consulting services in Poland and beyond.
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Education IT Services Consulting Construction Business services GamingWas this helpful?
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$1,000+$100 - $149 / hr2 - 9Warszawa, Poland
Services provided
50% Financial Advising & Planning50% Business ConsultingSee all 6 projectsFinance PM is a financial advisory company specializing in financial management, due diligence, and CFO-on-demand services. Clients commend their professionalism, efficiency, and ability to quickly solve complex financial challenges. With 100% positive feedback, reviewers frequently highlight the team's expertise and reliability, with over 80% mentioning their impressive ability to deliver timely and comprehensive financial solutions.
Reviews mention Knowledgeable
Clients consistently praise Finance PM for their extensive financial knowledge and expertise. One client noted the team’s deep understanding of the due diligence process, which facilitated a smooth audit experience. They highlighted the provision of practical recommendations beyond the final report, showcasing the team's commitment to thoroughness. Overall, the sentiment reflects high satisfaction with Finance PM's knowledgeable approach, contributing significantly to informed investment decisions.-
Financial Due Diligence for Private Investment Company
5.0 Feb 22, 2021It’s always a pleasure to work with a team that knows their stuff. The Finance PM team demonstrated a deep understanding of the industry and the due diligence process. Throughout the workflow, guys didn’t draw away from work, either the startup or us.
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Industry Experience
Finance PM has garnered positive feedback across various industries, including Financial Services, Government, IT Services, and Arts & Entertainment. Clients praised their professionalism, efficiency, and expertise in financial due diligence, strategic financial planning, and audit processes. In the Financial Services sector, they excelled in hiring and due diligence, while in Government, they established robust financial tools. Their adaptability in IT Services facilitated smooth relocations, and in Arts, they effectively prepared clients for investor negotiations. Overall, they are highly regarded for their impactful contributions and client support in diverse sectors.
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Financial services Government IT Services Arts, entertainment & musicWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Finance PM is praised for providing excellent value for money, with clients noting their professionalism and efficiency in delivering results. One client highlighted that Finance PM solved a recruitment issue in just over a month, a process that had taken them six months. Others appreciated the clear reporting and actionable insights provided, emphasizing that the services rendered justified the investment. Overall, clients expressed high satisfaction with the company's pricing relative to the quality of service received.Was this helpful?
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$50,000+Undisclosed2 - 9Warszawa, Poland
Services provided
80% Financial Advising & Planning10% Business Valuation Services10% Funding & InvestmentAventis Advisors, a Financial Advising & Planning company, is located in Warszawa, Poland. The team offers Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
55% Financial Advising & Planning45% Business ConsultingFounded in 2016, RK RODO is a Financial Advising & Planning company. The small team specializes in Financial Advising & Planning and Business Consulting.
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$10,000+$25 - $49 / hr10 - 49Opole, Poland
Services provided
100% Financial Advising & PlanningDoradca Finansowy Opole is a Financial Advising & Planning company. The Opole, Poland-based company provides Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Katowice, Poland
Services provided
100% Financial Advising & PlanningDoradca Finansowy Katowice Śląsk is a Financial Advising & Planning company founded in 2018. The team focuses on Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Zielona Góra, Poland
Services provided
100% Financial Advising & PlanningDoradca Finansowy Zielona Góra, a Financial Advising & Planning company, was founded in 2021. The agency provides Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
100% Financial Advising & PlanningEstablished in 2021, Doradca Finansowy Warszawa is a Financial Advising & Planning company. The team provides Financial Advising & Planning.
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$1,000+$200 - $300 / hr2 - 9Kraków, Poland
Services provided
30% Financial Advising & Planning30% Finance & Accounting Outsourcing (FAO)20% Financial Consulting +1 service20% Tax LawFinance & Accounting Outsourcing (FAO) company Ntax Biuro Rachunkowe Sp. Z o.o. Was launched in 2018. The agency offers Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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$1,000+Undisclosed10 - 49Warszawa, Poland
Services provided
20% Financial Advising & Planning30% Business Consulting30% Corporate Law +1 service20% Digital Asset ManagementManimama OÜ is a Business Consulting company. The Tallinn, Estonia-based firm was founded in 2021. Their services include Business Consulting and Corporate Law.
Read moreSee All Locations (2)Warszawa, Poland
36 Mazowiecka
Warszawa, Poland 00-0481
+380963438585
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UndisclosedUndisclosed2 - 9Kraków, Poland
Services provided
35% Financial Advising & Planning35% Business Consulting30% Tax LawDistribute in Poland, a Business Consulting company, is in Kraków, Poland. The team offers Business Consulting and Financial Advising & Planning.
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Undisclosed$50 - $99 / hr2 - 9Wrocanka, Poland
Services provided
20% Financial Advising & Planning20% Accounting20% Digital Asset Management +2 services20% Financial Consulting20% HR OutsourcingBiuro Rachunkowe Wojciech Kaczmarczyk is an Accounting company. The team is based in Wrocanka, Poland, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
30% Financial Advising & Planning70% Commercial Brokerage ServicesVelora Estate is a Commercial Brokerage Services company established in 2024. The small team offers Commercial Brokerage Services and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Poznań, Poland
Services provided
10% Financial Advising & Planning45% Commercial Financing45% Funding & InvestmentFounded in 2011, CMT Advisory is a small Poznań, Poland-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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Undisclosed$25 - $49 / hr10 - 49Gdańsk, Poland
Services provided
20% Financial Advising & Planning20% Accounting20% Corporate Law +2 services20% Employer of Record (EOR) Services20% Tax LawAccounting company TAXNXT is located in Gdańsk, Poland. They offer Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9Gliwice, Poland
Services provided
20% Financial Advising & Planning60% Business Consulting20% Market ResearchSmall Business Consulting company QUANTUS CONSULTING, is in Gliwice, Poland. Their services include Business Consulting and Market Research.
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$5,000+$200 - $300 / hr2 - 9Szczecin, Poland
Services provided
20% Financial Advising & Planning20% Market Research15% Business Consulting +7 services10% Business Valuation Services10% Financial Consulting5% Business Continuity Management5% Compliance Consulting5% Corporate Training & Coaching5% Environmental Consulting5% Fractional CFO ServicesFounded in 2021, PREZO is a Financial Advising & Planning company. Their team provides Financial Advising & Planning and Market Research.
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$1,000+$25 - $49 / hr2 - 9Wadowice, Poland
Services provided
15% Financial Advising & Planning85% AccountingAccounting Office Wadowice - M. Książek, B. Grzyb s.c., an Accounting company, was launched in 1999. In Wadowice, Poland, the team offers Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Katowice, Poland
Services provided
100% Financial Advising & PlanningLaunched in 2020, Doradca Finansowy Katowice, a small Financial Advising & Planning company, is based in Katowice, Poland. Their team specializes in Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerGorzów Wielkopolski, Poland
Services provided
50% Financial Advising & Planning40% Finance & Accounting Outsourcing (FAO)10% Finance LawDoradca Finansowy Gorzów Wielkopolski, a Financial Advising & Planning company, provide Financial Advising & Planning and Finance & Accounting Outsourcing (FAO). They were founded in 2013.
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UndisclosedUndisclosedFreelancerBielsko-Biała, Poland
Services provided
70% Financial Advising & Planning15% Commercial Financing15% Finance & Accounting Outsourcing (FAO)Eksperci Finansowi Bielsko-Biała, a Financial Advising & Planning company, was established in 2013. The company offers Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Kraków, Poland
Services provided
20% Financial Advising & Planning20% BI & Big Data Consulting & SI20% E-Commerce Development +2 services20% Ecommerce Marketing20% Social Media MarketingSocial media marketing agency ART POLYANA sp. Z o.o. Was launched in 2019. The firm offers Social Media Marketing and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
20% Financial Advising & Planning15% Business Consulting15% Financial Consulting +5 services10% Accounting10% Commercial Brokerage Services10% Commercial Financing10% Commercial Property Management10% Funding & InvestmentFounded in 2018, Burlington Real Estate is a Financial Advising & Planning company. Their team offers Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9Opole, Poland
Services provided
20% Financial Advising & Planning50% Talent Representation30% Sports MarketingFootball Academy Management is a Talent Representation company. Their team is headquartered in Opole, Poland and focuses on Talent Representation and Sports Marketing.
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List of the Top 3 Poland Strategic Financial Planners
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
$1,000+$100 - $149 / hr2 - 9Warszawa, Poland
Ability to deliver
24.2/40.016.2/20 Reviews2.9/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$50,000+Undisclosed2 - 9Warszawa, Poland
Ability to deliver
7.2/40.00/20 Reviews1.8/10 Clients & Experience5.5/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed2 - 9Warszawa, Poland
Ability to deliver
7.2/40.00/20 Reviews2.1/10 Clients & Experience5.2/10 Market PresenceService focus
55% Financial Advising & Planning45% Other -
$10,000+$25 - $49 / hr10 - 49Opole, Poland
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Katowice, Poland
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Financial Advising & Planning -
$1,000+$25 - $49 / hr2 - 9Zielona Góra, Poland
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Warszawa, Poland
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Financial Advising & Planning -
$1,000+$200 - $300 / hr2 - 9Kraków, Poland
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
$1,000+Undisclosed10 - 49Warszawa, Poland
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed2 - 9Kraków, Poland
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
35% Financial Advising & Planning65% Other -
Undisclosed$50 - $99 / hr2 - 9Wrocanka, Poland
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed2 - 9Warszawa, Poland
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed10 - 49Poznań, Poland
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$25 - $49 / hr10 - 49Gdańsk, Poland
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$1,000+$50 - $99 / hr2 - 9Gliwice, Poland
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$5,000+$200 - $300 / hr2 - 9Szczecin, Poland
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other
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