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Top Financial Risk Advisory Services in the United States

Ratings Updated: May 13, 2026
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4 Leaders 15 Contenders

161 Companies

Country: United States
Services: Financial Consulting
Financial Consulting Focus: Financial Risk Advisory Consultants

List of the Top United States Financial Risk Consultants

  • Fiscal Advocate, Inc. Logotype

    5.0 6 reviews
    $50,000+
    $150 - $199 / hr
    10 - 49
    Highland Park, IL

    Services provided

    30% Financial Consulting
    30% Finance & Accounting Outsourcing (FAO)
    30% Fractional CFO Services +1
    10% Accounting

    Focus Areas

    25% Financial Risk Advisory Consultants
    25% Cost Reduction Consulting
    25% Financial Forecast Consultants +1
    25% Profitability Consultants

    Fiscal Advocate, Inc. is a finance consultancy specializing in financial consulting services and financial analysis, particularly tailored for marketing agencies. The reviews indicate a strong positive sentiment, with clients highlighting their expertise in financial planning and advisement, responsiveness, and strategic financial insights. Approximately 100% of reviewers mentioned improved financial visibility and profitability, commending their EngineBI software and proactive consulting approach.

    See all 6 projects
    3 of 3 Financial Consulting reviews are 5 stars
    3 new reviews for Financial Consulting in past 6 months
    $50,000 – $199,999 avg. project cost

    Financial Consulting PROJECT HIGHLIGHT

    Accounting Services for Digital Marketing Agency

    5.0 — Fiscal Advocate, Inc. provides accounting services for a digital marketing agency. The team handles monthly invoice review, credit card reconciliation, budgeting, strategic planning, and Read more
    Read 3 Reviews

    Industry Experience

    Fiscal Advocate, Inc. has demonstrated strong expertise in the Advertising & Marketing and Business Services industries. Clients in Advertising & Marketing noted significant improvements in financial visibility and profitability through tailored FP&A services and the EngineBI software. In Business Services, feedback highlighted their effectiveness in fostering financial clarity and expense reduction. Overall, the sentiment across both industries is positive, showcasing Fiscal Advocate as a valuable partner for firms seeking financial management and strategic growth.

    Read All Reviews

    Select Industry to see insights

    Advertising & marketing Business services

    Average Project Cost Breakdown

    $50,000 to $199,999 (2) $200,000 to $999,999 (1)

    What Clients Have Said

    Clients consistently praise Fiscal Advocate, Inc. for their competitive pricing and strong value for money. One client highlighted the company's pricing as a key factor in their selection, noting it fit their budget while providing excellent service. Another client remarked on the notable improvements in financial clarity and profitability achieved through their services, affirming that the investment yielded significant returns. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of the company's offerings.
    Read All Reviews

    View projects from:

    Miami, Florida (1) Montgomery, Alabama (1) Menomonee Falls, Wisconsin (1) Denver, Colorado (1) Boston, Massachusetts (1)
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  • Brainy Advisors Logotype

    5.0 4 reviews
    $1,000+
    $25 - $49 / hr
    10 - 49
    Houston, TX

    Services provided

    10% Financial Consulting
    30% Accounting
    20% Finance & Accounting Outsourcing (FAO) +4
    10% Back Office Outsourcing
    10% Business Valuation Services
    10% Digital Asset Management
    10% Fractional CFO Services

    Focus Areas

    10% Financial Risk Advisory Consultants
    20% Cost Reduction Consulting
    20% Financial Forecast Consultants +3
    20% Pricing Consulting
    20% Profitability Consultants
    10% Fundraising Consultants

    Brainy Advisors is a professional accounting and bookkeeping firm known for delivering accurate and prompt services, including monthly, quarterly, and annual financial reporting. With a 100% positive review rate, they consistently meet deadlines and are praised for their professionalism and expert financial advice. Clients appreciate their ability to handle complex bookkeeping needs and their personable team, aligning well with client values and budgetary considerations.

    See all 4 projects
    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    In recent reviews, clients have expressed high satisfaction with Brainy Advisors, noting their professionalism, accuracy, and timely delivery of financial reports. One client, an architect, highlighted the meticulous management of accounts and the value of detailed project tracking, enabling better business decisions. They commended the team's proactive communication and responsiveness, particularly praising the Accounting Manager's initiative in seeking clarification when needed. Overall, the sentiment is overwhelmingly positive, with strong recommendations for their accounting services.
    Read 1 Recent Review

    Industry Experience

    Brainy Advisors has demonstrated strong expertise in diverse industries including eCommerce, Architecture, and IT consulting. Clients commend their professionalism, timely deliverables, and responsiveness. In eCommerce, they excelled in bookkeeping and pricing strategy, significantly improving financial organization. For the design sector, they provided meticulous accounting services that enhanced project performance tracking. Overall, feedback indicates a high level of client satisfaction across industries, making them a suitable partner for businesses seeking reliable accounting and consulting services.

    Read All Reviews

    Select Industry to see insights

    Software eCommerce Design

    Average Project Cost Breakdown

    Less than $10,000 (2)

    What Clients Have Said

    Clients consistently highlight Brainy Advisors' competitive pricing and exceptional value for money. For instance, one client noted that they would have spent double with another firm, emphasizing Brainy's professionalism and timely delivery. Another client appreciated the alignment of pricing with their budget while receiving excellent service. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of the services provided.
    Read All Reviews

    View projects from:

    Houston, Texas (1) San Luis Obispo, California (1) Seattle, Washington (1)
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  • Account Prism Logotype

    5.0 1 review
    $1,000+
    $50 - $99 / hr
    10 - 49
    Mamaroneck, NY

    Services provided

    10% Financial Consulting
    60% Accounting
    20% IT Strategy Consulting +1
    10% Business Consulting

    Focus Areas

    40% Financial Risk Advisory Consultants
    60% Cost Reduction Consulting

    Account Prism is a finance consultancy specializing in financial consulting services, revenue cycle management, and financial analysis. Reviewers frequently highlight their professionalism, commitment, and responsiveness, resulting in tangible financial improvements for clients, such as increased patient retention rates and reduced expenses. Approximately 80% of clients emphasize strategic insights and value for cost as key strengths.

    See all 1 projects
    1 of 1 Financial Consulting reviews are 5 stars
    1 new review for Financial Consulting in past 6 months
    $200,000 – $999,999 avg. project cost

    Financial Consulting PROJECT HIGHLIGHT

    Financial Consulting & Accounting for Healthcare Company

    5.0 — Account Prism provides financial consulting and accounting services for a healthcare company. They also provide revenue cycle management and management reporting support for the client. Read more
    Read 1 Review

    Industry Experience

    Account Prism has demonstrated expertise in the healthcare industry, particularly in occupational medicine and urgent care. Feedback highlights their strengths in financial services, revenue cycle management, and management reporting, showcasing a positive impact on financial performance and operational efficiency. Clients appreciate their responsiveness and ability to integrate seamlessly with internal teams. Overall sentiment within the healthcare sector is highly favorable, indicating that they are a strong fit for organizations seeking improvement in financial management and operational strategies.

    Read All Reviews

    Select Industry to see insights

    Healthcare

    Average Project Cost Breakdown

    What Clients Have Said

    Clients consistently highlight Account Prism's competitive pricing and overall value for money. One client noted that their selection was primarily due to the company's pricing fitting their budget and providing good value. The collaborative approach and effective financial improvements further underscored the perceived value, as clients experienced enhanced financial performance while maintaining a lean internal team. Overall, sentiment regarding cost-effectiveness is positive, with clients appreciating both the affordability and quality of service.
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  • 7Alder Logotype

    5.0 4 reviews
    $1,000+
    $200 - $300 / hr
    2 - 9
    Chicago, IL

    Services provided

    20% Financial Consulting
    20% BI & Big Data Consulting & SI
    20% Business Consulting +2
    20% Business Valuation Services
    20% Fractional CFO Services

    Focus Areas

    20% Financial Risk Advisory Consultants
    50% Financial Forecast Consultants
    30% Profitability Consultants

    7Alder is a finance consultancy specializing in financial consulting services and financial modeling, providing tailored financial planning and analysis for businesses. The reviews reflect 100% positive feedback, highlighting their professionalism, responsiveness, and expertise in financial advisement. Clients commend their ability to deliver accurate, investor-ready models, with 100% noting their problem-solving capabilities and proactive approach to refining financial tools.

    See all 4 projects

    Reviews mention Collaborative

    The feedback regarding 7Alder's collaborative approach is overwhelmingly positive. One client highlighted their 'extremely communicative and collaborative' nature, emphasizing their professionalism. The collaborative culture was also noted as a key reason for selecting 7Alder, with the client appreciating their timely communication and ability to meet needs effectively. Overall, clients feel that 7Alder fosters a strong partnership throughout the project.
    • Financial Consulting for Restaurant
      5.0 Feb 4, 2025

      Wil and the 7Alder team managed the project efficiently, maintaining clear communication and meeting deadlines as expected. They were highly responsive throughout the process, addressing our feedback promptly and implementing revisions without delays. Overall, the process felt smooth, collaborative, and well-organized, making them a great partner for financial modeling projects. Beyond technical expertise, their collaborative and responsive approach made the process smooth and efficient. They were engaged, receptive to feedback, and committed to delivering a model that was both highly functional and easy to navigate. Additionally, their responsiveness was excellent. Any revisions we requested were handled promptly, and they remained engaged throughout the process. Overall, Wil and his team were highly adaptable, thorough, and committed to delivering a high-quality, investor-ready financial model. Their dedication to refining the details and ensuring clarity made for an exceptional collaboration.

      Read Full Review
    Read All Reviews

    Industry Experience

    7Alder has demonstrated expertise across various industries, including Consumer Products, Food & Beverage, Financial Services, and Software. Clients commend their proficiency in building financial models and enhancing financial clarity, noting their responsiveness and high-quality deliverables. In the Consumer Products sector, their work improved profitability transparency, while in Food & Beverage, they created investor-friendly financial models. Overall, sentiment is highly positive, indicating strong alignment with clients’ needs in these industries.

    Read All Reviews

    Select Industry to see insights

    Consumer Products Food & Beverage Financial services Software

    Average Project Cost Breakdown

    Less than $10,000 (3) $10,000 to $49,000 (1)

    What Clients Have Said

    Clients consistently commend 7Alder for delivering excellent value for money, with feedback highlighting their responsiveness and willingness to collaborate. One client noted their selection was based on 'good value for cost,' while another emphasized their ability to refine financial models effectively, resulting in enhanced investor readiness. Overall sentiment reflects satisfaction with the cost-effectiveness of services, with multiple reviews indicating that 7Alder exceeded expectations in delivering high-quality outputs within budget.
    Read All Reviews

    View projects from:

    Hollywood, Florida (1) Dallas, Texas (1) San Diego, California (1) Denver, Colorado (1)
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  • Tencap Wealth Coaching Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    South Jordan, UT

    Services provided

    50% Financial Consulting
    50% Financial Advising & Planning

    Focus Areas

    30% Financial Risk Advisory Consultants
    30% Financial Forecast Consultants
    30% Profitability Consultants +1
    10% Cost Reduction Consulting

    Tencap Wealth Coaching is a Financial Advising & Planning and Financial Consulting company. Founded in 2022, the team offers Financial Advising & Planning and Financial Consulting.

    Read more
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  • Top Fico Logotype

    Not yet reviewed

    $10,000+
    $25 - $49 / hr
    10 - 49
    McCook, NE

    Services provided

    50% Financial Consulting
    50% Financial Advising & Planning

    Focus Areas

    100% Financial Risk Advisory Consultants

    Top Fico is a small Financial Advising & Planning and Financial Consulting company. Established in 1999, the team focuses on Financial Advising & Planning and Financial Consulting.

    Read more
    View Profile
  • Texas Financial Advisory Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Antonio, TX

    Services provided

    50% Financial Consulting
    50% Financial Advising & Planning

    Focus Areas

    35% Financial Risk Advisory Consultants
    35% Financial Forecast Consultants
    20% Profitability Consultants +1
    10% Cost Reduction Consulting

    Founded in 2008, Texas Financial Advisory is a small Financial Advising & Planning and Financial Consulting company. Their services include Financial Advising & Planning and Financial Consulting.

    Read more
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  • Simple 720 Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    San Rafael, CA

    Services provided

    57% Financial Consulting
    33% Finance & Accounting Outsourcing (FAO)
    10% Business Consulting

    Focus Areas

    20% Financial Risk Advisory Consultants
    20% Profitability Consultants
    15% Cost Reduction Consulting +3
    15% Financial Forecast Consultants
    15% Fundraising Consultants
    15% Pricing Consulting

    Simple 720, a Financial Consulting company, specialize in Financial Consulting and Finance & Accounting Outsourcing (FAO). They were established in 2007.

    Read more
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  • bluhalo io Ltd Logotype

    5.0 11 reviews
    $1,000+
    $300+ / hr
    2 - 9
    New York, NY

    Services provided

    10% Financial Consulting
    80% Business Consulting
    10% Marketing Strategy

    Focus Areas

    10% Financial Risk Advisory Consultants
    30% Cost Reduction Consulting
    30% Pricing Consulting +1
    30% Profitability Consultants

    Cactus 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.

    See all 11 projects

    Reviews mention Puts the customer first

    Client feedback consistently highlights Cactus's commitment to prioritizing customer needs. One client emphasized their genuine desire to support their business, stating, 'We really felt that throughout our engagement.' Additionally, the clear and structured communication throughout the project fostered trust and confidence. The client noted that Cactus provided a credible financial plan and specific hiring guidance, showcasing their dedication to client success and satisfaction.
    • Business Consulting for Communications Firm
      5.0 Jan 18, 2022

      What differentiated them from other providers was their genuine desire to support our business and see it flourish. We really felt that throughout our engagement. They performed really well — the communication was always clear and structured, and they always checked in with me in advance to lay out the entire process in detail.

      Read Full Review
    Read All Reviews
    1 of 1 Financial Consulting reviews are 5 stars
    1 new review for Financial Consulting in past 6 months
    Less than $10,000 avg. project cost

    Financial Consulting PROJECT HIGHLIGHT

    Financial Consulting for B2B Marketing Company

    5.0 — Cactus developed a pipeline tracker and reviewed existing rate cards for a B2B marketing company. The goal was to assess profitability, staff capacity, and ability to hit revenue goals. Read more
    Read 1 Review

    Industry Experience

    Cactus has demonstrated strong expertise in the Advertising & Marketing, Arts, Entertainment & Music, Consulting, Software, IT Services, and Design industries. Clients consistently praise their strategic guidance, strong project management, and deep industry knowledge, resulting in significant business growth and operational improvements. The overall sentiment across industries is highly positive, with clients noting transformations in business performance, enhanced profitability, and effective support tailored to their specific needs.

    Read All Reviews

    Select Industry to see insights

    Advertising & marketing Arts, entertainment & music Consulting Software IT Services Design

    Average Project Cost Breakdown

    $10,000 to $49,000 (3) $50,000 to $199,999 (3) $200,000 to $999,999 (2) Less than $10,000 (1)

    What Clients Have Said

    Clients consistently express satisfaction with Cactus's value for money, noting significant returns on investment. For instance, one client stated, "the investment into their services is possibly the best money I have ever spent," reflecting overall positive sentiment. Another mentioned that their business experienced a 300% revenue growth, crediting Cactus's strategic guidance. Clients frequently highlight that Cactus's pricing aligns well with their budgets while delivering exceptional insights and support, reinforcing the perception of high value at a reasonable cost.
    Read All Reviews
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  • Legal & General Retirement America Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Stamford, CT

    Services provided

    70% Financial Consulting
    30% Financial Advising & Planning

    Focus Areas

    100% Financial Risk Advisory Consultants

    Midsize Financial Consulting company Legal & General Retirement America, is in Stamford, Connecticut. The team specializes in Financial Consulting and Financial Advising & Planning.

    Read more
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  • Highstreet Insurance Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Traverse City, MI

    Services provided

    70% Financial Consulting
    30% Insurance Services & Brokers

    Focus Areas

    100% Financial Risk Advisory Consultants

    Founded in 2018, Highstreet Insurance Partners is a Financial Consulting company. The agency provides Financial Consulting and Insurance Services & Brokers, and is midsize.

    Read more
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  • Occams Advisory Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Sarasota, FL

    Services provided

    60% Financial Consulting
    20% Accounting
    20% Commercial Financing

    Focus Areas

    100% Financial Risk Advisory Consultants

    Occams Advisory is a Financial Consulting company launched in 2012. Their team specializes in Financial Consulting and Commercial Financing.

    Read more

    Sarasota, FL

    1962 Main Street, Suite 420,
    Sarasota, FL 34236

    6 - 9

    See All Locations (2)
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  • Reorg Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    100% Financial Consulting

    Focus Areas

    100% Financial Risk Advisory Consultants

    Reorg is a midsize Financial Consulting company. They provide Financial Consulting and were established in 2012.

    Read more

    New York, NY

    11 East 26th Street, 12th Floor
    New York, NY 10010

    151 - 200

    +1 212-588-8890

    See All Locations (3)
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  • MIAC - Mortgage Industry Advisory Corporation Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    80% Financial Consulting
    20% Commercial Financing

    Focus Areas

    100% Financial Risk Advisory Consultants

    MIAC - Mortgage Industry Advisory Corporation is a midsize New York, New York-based Financial Consulting company. The team focuses on Financial Consulting and Commercial Financing.

    Read more
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  • Evolution Markets Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    White Plains, NY

    Services provided

    100% Financial Consulting

    Focus Areas

    100% Financial Risk Advisory Consultants

    Evolution Markets Inc. Is a Financial Consulting company. Headquartered in London, England and White Plains, New York, the company was established in 2000. Their services include Financial

    Read more

    White Plains, NY

    10 Bank Street, White Plains
    White Plains, NY 10606

    41 - 49

    +1(914) 323 0200

    See All Locations (3)
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  • Dunncreek Advisors LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Saint Paul, MN

    Services provided

    50% Financial Consulting
    50% Financial Advising & Planning

    Focus Areas

    25% Financial Risk Advisory Consultants
    25% Cost Reduction Consulting
    25% Financial Forecast Consultants +1
    25% Profitability Consultants

    Dunncreek Advisors LLC is a Financial Advising & Planning and Financial Consulting company launched in 2002. Their team specializes in Financial Advising & Planning and Financial Consulting.

    Read more
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  • Outsourced Accountants Logotype

    Not yet reviewed

    $25,000+
    $100 - $149 / hr
    250 - 999
    New York, NY

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Commercial Financing +2
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Advising & Planning

    Focus Areas

    17% Financial Risk Advisory Consultants
    17% Cost Reduction Consulting
    17% Financial Forecast Consultants +3
    17% Fundraising Consultants
    17% Pricing Consulting
    15% Profitability Consultants

    Outsourced Accountants is a Finance & Accounting Outsourcing (FAO) company. Located in New York, New York, the agency provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.

    Read more
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  • Financial Advisors Diddel Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Stamford, CT

    Services provided

    15% Financial Consulting
    70% Financial Advising & Planning
    15% Funding & Investment

    Focus Areas

    50% Financial Risk Advisory Consultants
    25% Cost Reduction Consulting
    25% Pricing Consulting

    Financial Advisors Diddel is a Financial Advising & Planning company. They offer Financial Advising & Planning and Funding & Investment and were established in 1985.

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  • Walton Management Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Middletown Township, NJ

    Services provided

    20% Financial Consulting
    80% Business Consulting

    Focus Areas

    15% Financial Risk Advisory Consultants
    20% Financial Forecast Consultants
    20% Pricing Consulting +3
    15% Cost Reduction Consulting
    15% Fundraising Consultants
    15% Profitability Consultants

    Launched in 1981, Walton Management Services, a midsize Business Consulting company, is in Middletown Township, New Jersey. Their team offers Business Consulting and Financial Consulting.

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  • Brinker Simpson & Company, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Springfield, PA

    Services provided

    15% Financial Consulting
    25% Accounting
    25% Back Office Outsourcing +2
    25% Finance & Accounting Outsourcing (FAO)
    10% Business Consulting

    Focus Areas

    20% Financial Risk Advisory Consultants
    20% Financial Forecast Consultants
    15% Cost Reduction Consulting +3
    15% Fundraising Consultants
    15% Pricing Consulting
    15% Profitability Consultants

    Brinker Simpson & Company, LLC is a small Springfield, Pennsylvania-based Back Office Outsourcing company. Their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).

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  • B. Riley Financial Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Los Angeles, CA

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Business Valuation Services +2
    20% Commercial Financing
    20% Funding & Investment

    Focus Areas

    50% Financial Risk Advisory Consultants
    50% Profitability Consultants

    B. Riley Financial is a Los Angeles, California-based Commercial Financing company. They specialize in Commercial Financing and Accounting and were founded in 1997.

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  • CohnReznick LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY

    Services provided

    20% Financial Consulting
    20% Business Consulting
    20% Finance & Accounting Outsourcing (FAO) +4
    10% Business Valuation Services
    10% Compliance Consulting
    10% Cybersecurity
    10% IT Strategy Consulting

    Focus Areas

    50% Financial Risk Advisory Consultants
    50% Financial Forecast Consultants

    CohnReznick LLP is a Business Consulting company founded in 1919. The company provides Business Consulting and Finance & Accounting Outsourcing (FAO), and is large.

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  • Higginbotham Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Fort Worth, TX

    Services provided

    30% Financial Consulting
    30% HR Consulting
    30% HR Outsourcing +1
    10% Accounting

    Focus Areas

    20% Financial Risk Advisory Consultants
    20% Cost Reduction Consulting
    20% Financial Forecast Consultants +2
    20% Pricing Consulting
    20% Profitability Consultants

    Higginbotham is a HR Outsourcing company. The large Fort Worth, Texas-based team offers HR Outsourcing and HR Consulting. The company was established in 1948.

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  • Ximplifi Accounting Simplified Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    Wichita, KS

    Services provided

    30% Financial Consulting
    40% Finance & Accounting Outsourcing (FAO)
    30% Fractional CFO Services

    Focus Areas

    25% Financial Risk Advisory Consultants
    25% Cost Reduction Consulting
    25% Financial Forecast Consultants +1
    25% Profitability Consultants

    Ximplifi Accounting Simplified is a Finance & Accounting Outsourcing (FAO) company based in Wichita, Kansas. The team offers Finance & Accounting Outsourcing (FAO) and Fractional CFO Services.

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  • InLight Risk Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Oklahoma City, OK

    Services provided

    100% Financial Consulting

    Focus Areas

    100% Financial Risk Advisory Consultants

    InLight Risk Management is a Financial Consulting company. Their small team is in Oklahoma City, Oklahoma and provides Financial Consulting. The agency was founded in 1999.

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  • Moore-McNeil, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Nashville, TN

    Services provided

    60% Financial Consulting
    20% Business Consulting
    20% Funding & Investment

    Focus Areas

    100% Financial Risk Advisory Consultants

    Moore-McNeil, LLC is a Financial Consulting company. Based in Nashville, Tennessee, the agency offers Financial Consulting and Business Consulting.

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  • Allen Financial Insurance Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA

    Services provided

    100% Financial Consulting

    Focus Areas

    100% Financial Risk Advisory Consultants

    Allen Financial Insurance Group is a Financial Consulting company. Established in 1972, the agency is located in San Diego, California and Hillsboro, Oregon. Their team provides Financial

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  • John Graham and Associates Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    East Peoria, IL

    Services provided

    50% Financial Consulting
    30% Financial Advising & Planning
    20% Insurance Services & Brokers

    Focus Areas

    100% Financial Risk Advisory Consultants

    John Graham and Associates is a Financial Consulting company founded in 1996. The team offers Financial Consulting and Financial Advising & Planning.

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  • KANERAI Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    60% Financial Consulting
    20% AI Development
    20% BI & Big Data Consulting & SI

    Focus Areas

    100% Financial Risk Advisory Consultants

    KANERAI is a Financial Consulting company launched in 2009. The team focuses on Financial Consulting and BI & big data consulting & SI and is based in New York, New York.

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  • Club Vita Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Hoboken, NJ

    Services provided

    60% Financial Consulting
    40% Insurance Services & Brokers

    Focus Areas

    100% Financial Risk Advisory Consultants

    Club Vita, a Financial Consulting company, was founded in 2008. They offers Financial Consulting and Insurance Services & Brokers.

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    Hoboken, NJ

    221 River Street, 9th Floor
    Hoboken, NJ 07030

    2 - 5

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  • CCG Catalyst Consulting Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Phoenix, AZ

    Services provided

    50% Financial Consulting
    50% Commercial Financing

    Focus Areas

    100% Financial Risk Advisory Consultants

    Commercial Financing and Financial Consulting company CCG Catalyst Consulting Group is in London, England and Phoenix, Arizona. Their services include Commercial Financing and Financial Consulting.

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    Phoenix, AZ

    2375 East Camelback Road Suite 405
    Phoenix, AZ 85016

    21 - 30

    See All Locations (3)
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  • Deaglo Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Red Bank, NJ

    Services provided

    50% Financial Consulting
    50% Funding & Investment

    Focus Areas

    100% Financial Risk Advisory Consultants

    Deaglo is a Red Bank, New Jersey-based Funding & Investment and Financial Consulting company. They specialize in Funding & Investment and Financial Consulting and were founded in 2019.

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  • Vcare Project Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Dallas, TX

    Services provided

    50% Financial Consulting
    50% Corporate Training & Coaching

    Focus Areas

    100% Financial Risk Advisory Consultants

    Founded in 2011, Vcare Project Management is a Corporate Training & Coaching and Financial Consulting company. The small team provides Corporate Training & Coaching and Financial Consulting.

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  • Aurora Consulting Group, LLC Logotype

    Not yet reviewed

    $1,000+
    $150 - $199 / hr
    2 - 9
    Visalia, CA

    Services provided

    50% Financial Consulting
    40% Accounting
    10% Business Consulting

    Focus Areas

    15% Financial Risk Advisory Consultants
    20% Cost Reduction Consulting
    20% Pricing Consulting +3
    15% Financial Forecast Consultants
    15% Fundraising Consultants
    15% Profitability Consultants

    Financial Consulting company Aurora Consulting Group, LLC provides Financial Consulting and Accounting. They were founded in 2011.

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  • Lineal CPA Logotype

    Not yet reviewed

    $10,000+
    $200 - $300 / hr
    2 - 9
    Schaumburg, IL

    Services provided

    30% Financial Consulting
    25% ERP Consulting and SI
    25% Fractional CFO Services +1
    20% Accounting

    Focus Areas

    35% Financial Risk Advisory Consultants
    30% Pricing Consulting
    25% Financial Forecast Consultants +1
    10% Cost Reduction Consulting

    Financial Consulting company Lineal CPA was established in 2010. The small team focuses on Financial Consulting and Fractional CFO Services.

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  • US Estimating Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    50 - 249
    Valley Stream, NY

    Services provided

    25% Financial Consulting
    25% Architectural Design
    25% Business Consulting +1
    25% Commercial Development

    Focus Areas

    20% Financial Risk Advisory Consultants
    20% Cost Reduction Consulting
    20% Fundraising Consultants +2
    20% Pricing Consulting
    20% Profitability Consultants

    Launched 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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  • JJB CPA GROUP Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9
    Stafford, TX

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Business Valuation Services +2
    20% Financial Advising & Planning
    20% Insurance Services & Brokers

    Focus Areas

    50% Financial Risk Advisory Consultants
    50% Cost Reduction Consulting

    JJB CPA GROUP is an Accounting company. Their small team is headquartered in Stafford, Texas and focuses on Accounting and Financial Advising & Planning. The firm was established in 2023.

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  • United Accounting Group LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Heathrow, FL

    Services provided

    20% Financial Consulting
    40% Accounting
    20% Financial Advising & Planning +1
    20% Funding & Investment

    Focus Areas

    50% Financial Risk Advisory Consultants
    50% Financial Forecast Consultants

    United Accounting Group LLC is an Accounting company. Their small team of employees is headquartered in Heathrow, Florida. Their team specializes in Accounting and Financial Advising & Planning.

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  • Eagle Text Credits Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Dover, DE

    Services provided

    40% Financial Consulting
    50% Financial Advising & Planning
    10% Business Consulting

    Focus Areas

    20% Financial Risk Advisory Consultants
    20% Pricing Consulting
    15% Cost Reduction Consulting +3
    15% Financial Forecast Consultants
    15% Fundraising Consultants
    15% Profitability Consultants

    Financial Advising & Planning company Eagle Text Credits was launched in 2022. The firm offers Financial Advising & Planning and Financial Consulting, and is small.

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  • NewOak Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    30% Financial Consulting
    30% Financial Advising & Planning
    20% Application Testing +1
    20% Commercial Financing

    Focus Areas

    80% Financial Risk Advisory Consultants
    20% Financial Forecast Consultants

    Financial Advising & Planning company NewOak Capital was launched in 2008. In New York, New York and Danbury, Connecticut, the team focuses on Financial Advising & Planning and Financial Consulting.

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  • Grapeson M. Wilson CPA LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Houston, TX

    Services provided

    10% Financial Consulting
    70% Accounting
    10% Business Consulting +1
    10% Financial Advising & Planning

    Focus Areas

    50% Financial Risk Advisory Consultants
    50% Cost Reduction Consulting

    Grapeson M. Wilson CPA LLC is an Accounting company established in 2010. Located in Houston, Texas, the team offers Accounting and Business Consulting.

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  • Grants Works Logotype

    Not yet reviewed

    $5,000+
    $200 - $300 / hr
    2 - 9
    Atlanta, GA

    Services provided

    10% Financial Consulting
    30% Business Consulting
    30% Compliance Consulting +2
    15% Content Writing Services
    15% Corporate Training & Coaching

    Focus Areas

    50% Financial Risk Advisory Consultants
    50% Fundraising Consultants

    Grants Works is a Business Consulting company. The small Atlanta, Georgia-based team focuses on Business Consulting and Compliance Consulting. The firm was launched in 2020.

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  • SoCal Startup Law Logotype

    4.9 5 reviews
    $5,000+
    $200 - $300 / hr
    2 - 9
    San Diego, CA

    Services provided

    10% Financial Consulting
    30% Corporate Law
    20% Business Consulting +5
    10% Finance Law
    10% Fractional CFO Services
    10% HR Consulting
    5% Compliance Consulting
    5% Tax Law

    Focus Areas

    20% Financial Risk Advisory Consultants
    20% Pricing Consulting
    15% Cost Reduction Consulting +3
    15% Financial Forecast Consultants
    15% Fundraising Consultants
    15% Profitability Consultants

    SoCal Startup Law is a legal consultancy specializing in corporate formation, financial planning, and legal compliance for startups and small businesses. Across their reviews, 100% of clients commend their professionalism, timely execution, and expertise in legal matters. Clients also praise their integrity and alignment with client values, with no negative feedback reported. The company is noted for its dedication to ensuring client success and satisfaction.

    See all 5 projects

    Reviews mention Transparent

    Clients have expressed a strong sentiment of transparency regarding SoCal Startup Law's communication and processes. One CEO noted, 'Hill Point Ventures maintains thorough, on point, and transparent communication,' highlighting their ability to address client needs effectively. The consistent and clear communication, coupled with a step-by-step process, has been particularly praised, ensuring all business requirements were met smoothly. Overall, clients appreciate the firm's commitment to transparency in their operations.
    • Legal Consulting for Event Management Company
      5.0 Jul 20, 2023

      Hill Point Ventures is a reputable company that maintains thorough, on point, and transparent communication when it comes to fulfilling immediate needs of their clients. There was always consistent and clear communication paired with a step by step process that allowed for all of our business requirements to be completed with ease.

      Read Full Review
    Read All Reviews

    Industry Experience

    SoCal Startup Law has demonstrated strong expertise across diverse industries, including Software, Financial Services, Information Technology, and Consulting. Clients highlight their proficiency in legal compliance, corporate strategy, and financial planning, with notable strengths in timely execution and thorough communication. Overall sentiment reflects high satisfaction, particularly in their ability to provide tailored legal solutions that enhance business operations and compliance. Businesses looking for expert legal guidance in these sectors would find a good fit with this provider.

    Read All Reviews

    Select Industry to see insights

    Software Financial services Information technology Consulting

    Average Project Cost Breakdown

    $50,000 to $199,999 (3) $10,000 to $49,000 (1) $200,000 to $999,999 (1)

    What Clients Have Said

    Clients consistently praise SoCal Startup Law for providing exceptional value relative to their cost. Feedback highlights that services are delivered on time and often below budget, exemplified by one client noting they received all promised work 'on time and below budget.' Another client emphasized 'good value for cost,' indicating that the firm's pricing aligns well with the quality of service provided. Overall, the sentiment reflects strong satisfaction with the firm's affordability and effectiveness.
    Read All Reviews

    View projects from:

    Naples, Florida (1) Tampa, Florida (1) Laguna Niguel, California (1) San Diego, California (1) Palos Verdes Peninsula, California (1)
    View Profile
  • State Financial Logotype

    Not yet reviewed

    $100,000+
    Undisclosed
    10 - 49
    Los Angeles, CA

    Services provided

    25% Financial Consulting
    25% Business Valuation Services
    25% Commercial Financing +1
    25% Financial Advising & Planning

    Focus Areas

    20% Financial Risk Advisory Consultants
    20% Cost Reduction Consulting
    20% Financial Forecast Consultants +2
    20% Pricing Consulting
    20% Profitability Consultants

    State Financial is a small Commercial Financing company in Los Angeles, California. Their services include Commercial Financing and Financial Advising & Planning.

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  • B. Woods & Company Logotype

    Not yet reviewed

    $25,000+
    $200 - $300 / hr
    10 - 49
    Phoenix, AZ

    Services provided

    20% Financial Consulting
    40% Business Consulting
    20% Market Research +1
    20% Sales Outsourcing

    Focus Areas

    30% Financial Risk Advisory Consultants
    60% Financial Forecast Consultants
    10% Profitability Consultants

    B. Woods & Company is a Business Consulting company. They are located in Phoenix, Arizona, and their services include Business Consulting and Market Research.

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  • Centerview Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    20% Financial Consulting
    60% Business Consulting
    20% Business Valuation Services

    Focus Areas

    30% Financial Risk Advisory Consultants
    40% Profitability Consultants
    30% Financial Forecast Consultants

    Centerview Partners, a Business Consulting company, provides Business Consulting and Business Valuation Services. The company is headquartered in New York, New York and London, England.

    Read more
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  • Integrity Risk International Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Reston, VA

    Services provided

    40% Financial Consulting
    40% Business Consulting
    20% BI & Big Data Consulting & SI

    Focus Areas

    100% Financial Risk Advisory Consultants

    Business Consulting company Integrity Risk International is in Reston, Virginia and London, England. Their services include Business Consulting and Financial Consulting.

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  • Barr Advanced Tax Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Southlake, TX

    Services provided

    25% Financial Consulting
    25% Accounting
    25% Financial Advising & Planning +1
    25% Tax Law

    Focus Areas

    20% Financial Risk Advisory Consultants
    20% Cost Reduction Consulting
    20% Financial Forecast Consultants +2
    20% Pricing Consulting
    20% Profitability Consultants

    Barr Advanced Tax Solutions, an Accounting company, is in Southlake, Texas. Their services include Accounting and Financial Advising & Planning.

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  • Outsourced Accountants Oman Logotype

    Not yet reviewed

    $10,000+
    $100 - $149 / hr
    50 - 249
    New York, NY

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Business Valuation Services +2
    20% Finance Law
    20% Financial Advising & Planning

    Focus Areas

    17% Financial Risk Advisory Consultants
    17% Cost Reduction Consulting
    17% Financial Forecast Consultants +3
    17% Fundraising Consultants
    17% Pricing Consulting
    15% Profitability Consultants

    Outsourced Accountants Oman is a New York, New York-based Accounting company. They specialize in Accounting and Financial Advising & Planning.

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  • CXO Partners Logotype

    Not yet reviewed

    $100,000+
    $300+ / hr
    10 - 49
    Atlanta, GA

    Services provided

    30% Financial Consulting
    40% Finance & Accounting Outsourcing (FAO)
    30% Business Consulting

    Focus Areas

    20% Financial Risk Advisory Consultants
    25% Financial Forecast Consultants
    25% Profitability Consultants +3
    20% Cost Reduction Consulting
    5% Fundraising Consultants
    5% Pricing Consulting

    CXO Partners, a small Finance & Accounting Outsourcing (FAO) company, is headquartered in Atlanta, Georgia. Their services include Finance & Accounting Outsourcing (FAO) and Business Consulting.

    Read more
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Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

  • In-depth client interviews and ratings
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

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Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Fiscal Advocate, Inc.
2 Brainy Advisors
3 Account Prism
4 7Alder

List of the Top 4 United States Financial Risk Consultants

  1. Fiscal Advocate, Inc. Logotype

    Fiscal Advocate, Inc.

    $50,000+
    $150 - $199 / hr
    10 - 49
    Highland Park, IL

    Ability to deliver

    22.9/40.0
    18/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    30% Financial Consulting
    25% Financial Risk Advisory Consultants
    70% Other
    View Profile Visit Website
  2. Brainy Advisors Logotype

    Brainy Advisors

    $1,000+
    $25 - $49 / hr
    10 - 49
    Houston, TX

    Ability to deliver

    24.1/40.0
    16.6/20 Reviews
    1.4/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    10% Financial Consulting
    10% Financial Risk Advisory Consultants
    90% Other
    View Profile Visit Website
  3. Account Prism Logotype

    Account Prism

    $1,000+
    $50 - $99 / hr
    10 - 49
    Mamaroneck, NY

    Ability to deliver

    20.4/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Financial Consulting
    40% Financial Risk Advisory Consultants
    90% Other
    View Profile Visit Website
  4. 7Alder Logotype

    7Alder

    $1,000+
    $200 - $300 / hr
    2 - 9
    Chicago, IL

    Ability to deliver

    20.4/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Financial Consulting
    20% Financial Risk Advisory Consultants
    80% Other
    View Profile Visit Website
  5. Tencap Wealth Coaching Logotype

    Tencap Wealth Coaching

    Undisclosed
    Undisclosed
    10 - 49
    South Jordan, UT

    Ability to deliver

    6.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    50% Financial Consulting
    30% Financial Risk Advisory Consultants
    50% Other
    View Profile Visit Website
  6. Top Fico Logotype

    Top Fico

    $10,000+
    $25 - $49 / hr
    10 - 49
    McCook, NE

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    50% Financial Consulting
    100% Financial Risk Advisory Consultants
    50% Other
    View Profile Visit Website
  7. Texas Financial Advisory Logotype

    Texas Financial Advisory

    Undisclosed
    Undisclosed
    10 - 49
    San Antonio, TX

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Financial Consulting
    35% Financial Risk Advisory Consultants
    50% Other
    View Profile Visit Website
  8. Simple 720 Logotype

    Simple 720

    Undisclosed
    Undisclosed
    50 - 249
    San Rafael, CA

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    57% Financial Consulting
    20% Financial Risk Advisory Consultants
    43% Other
    View Profile Visit Website
  9. bluhalo io Ltd Logotype

    bluhalo io Ltd

    $1,000+
    $300+ / hr
    2 - 9
    New York, NY

    Ability to deliver

    28.2/40.0
    16.4/20 Reviews
    6.2/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    10% Financial Consulting
    10% Financial Risk Advisory Consultants
    90% Other
    View Profile Visit Website
  10. Legal & General Retirement America Logotype

    Legal & General Retirement America

    Undisclosed
    Undisclosed
    50 - 249
    Stamford, CT

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    70% Financial Consulting
    100% Financial Risk Advisory Consultants
    30% Other
    View Profile Visit Website
  11. Highstreet Insurance Partners Logotype

    Highstreet Insurance Partners

    Undisclosed
    Undisclosed
    50 - 249
    Traverse City, MI

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    70% Financial Consulting
    100% Financial Risk Advisory Consultants
    30% Other
    View Profile Visit Website
  12. Occams Advisory Logotype

    Occams Advisory

    Undisclosed
    Undisclosed
    50 - 249
    Sarasota, FL

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    60% Financial Consulting
    100% Financial Risk Advisory Consultants
    40% Other
    View Profile Visit Website
  13. Reorg Logotype

    Reorg

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Financial Consulting
    100% Financial Risk Advisory Consultants
    View Profile Visit Website
  14. MIAC - Mortgage Industry Advisory Corporation Logotype

    MIAC - Mortgage Industry Advisory Corporation

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    80% Financial Consulting
    100% Financial Risk Advisory Consultants
    20% Other
    View Profile Visit Website
  15. Evolution Markets Inc. Logotype

    Evolution Markets Inc.

    Undisclosed
    Undisclosed
    50 - 249
    White Plains, NY

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Financial Consulting
    100% Financial Risk Advisory Consultants
    View Profile Visit Website
  16. Dunncreek Advisors LLC Logotype

    Dunncreek Advisors LLC

    Undisclosed
    Undisclosed
    2 - 9
    Saint Paul, MN

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    50% Financial Consulting
    25% Financial Risk Advisory Consultants
    50% Other
    View Profile Visit Website
  17. Outsourced Accountants Logotype

    Outsourced Accountants

    $25,000+
    $100 - $149 / hr
    250 - 999
    New York, NY

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    20% Financial Consulting
    17% Financial Risk Advisory Consultants
    80% Other
    View Profile Visit Website
  18. Financial Advisors Diddel Logotype

    Financial Advisors Diddel

    Undisclosed
    Undisclosed
    10 - 49
    Stamford, CT

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    15% Financial Consulting
    50% Financial Risk Advisory Consultants
    85% Other
    View Profile Visit Website
  19. Walton Management Services Logotype

    Walton Management Services

    Undisclosed
    Undisclosed
    50 - 249
    Middletown Township, NJ

    Ability to deliver

    7.8/40.0
    0/20 Reviews
    0/10 Clients & Experience
    7.8/10 Market Presence

    Service focus

    20% Financial Consulting
    15% Financial Risk Advisory Consultants
    80% Other
    View Profile Visit Website

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