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Home Funding & Investment United States

Top Investment Firms in the United States

Ratings Updated: June 10, 2026
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14 Leaders 15 Contenders

1,963 Companies

Country: United States

List of the Top United States Investment Management Firms

  • solve for (x), llc Logotype

    5.0 13 reviews
    Premier Verified
    $1,000+
    $200 - $300 / hr
    2 - 9
    Chicago, IL

    Services provided

    10% Funding & Investment
    50% Fractional CFO Services
    40% Business Consulting

    solve for (x), llc is a strategic consulting firm specializing in Funding and Investment services, offering CFO-level financial modeling and market analysis. Clients praise its exceptional project management, with 100% of reviews highlighting on-time delivery and effective communication. The company excels in securing investments and optimizing financial practices, receiving positive feedback in 95% of reviews.

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    Reviews mention Helpful

    The reviews highlight a highly positive sentiment towards solve for (x), llc, particularly noting their helpfulness throughout multiple projects. Clients appreciated the team's timely deliverables and supportive nature, with specific feedback mentioning their ability to challenge conventional thinking and provide insightful perspectives on customer perceptions. The reviewer emphasized that the team was honest about their expertise and directed them to better alternatives when necessary, demonstrating a commitment to client success without reservation.
    • Business Consulting & Branding for Airline Food Supplier Co
      5.0 May 16, 2025

      Stuart and team did an excellent job supporting all three projects. They were always on time with all deliverables. Supportive in wrangling our team (no small feat). Clever in helping us get out of our conventional thinking. Insightful in how customers may perceive our offerings, which allowed us to pivot and create better value. And honest about areas where their expertise didn't necessarily align with their needs. Helpful in pointing us to better alternatives.

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    2 of 2 Funding & Investment reviews are 5 stars
    $200,000 – $999,999 avg. project cost

    Funding & Investment PROJECT HIGHLIGHT

    Fractional CFO Services & Business Consulting for Fitness Co

    5.0 — A fitness accessory company has hired solve for (x), llc to fix their financials, contracts, and agreements and relaunch the brand. The team has ongoing CFO duties, including accounting and business Read more
    Read 2 Reviews

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients consistently express satisfaction with the value for money offered by Solve for (X), LLC, highlighting their competitive pricing and quality deliverables. One client noted the 'good value for cost,' particularly for nonprofits, while another emphasized the 'transparent pricing' and 'high-quality work.' Overall sentiment indicates that clients feel their investments yield significant returns, with many praising the company's ability to deliver exceptional results within budget constraints.
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    United States (9) Puerto Rico (1)

    This provider is available in 1 time zone:

    • Central Standard Time (CST)
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  • Mortar Group Logotype

    5.0 1 review
    Verified
    $25,000+
    Undisclosed
    2 - 9
    Brooklyn, NY

    Services provided

    30% Funding & Investment
    60% Commercial Development
    10% Financial Advising & Planning

    Mortar Group is a real estate investment firm offering comprehensive investment services, as evidenced by their ability to deliver financial returns exceeding 25% over three years. All reviews reflect positive feedback, highlighting their excellent team and effective virtual communication, with 100% of reviewers praising their performance and indicating no areas for improvement.

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    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    In the last six months, client feedback for Mortar Group has been overwhelmingly positive, highlighting their effective management of real estate investments that yielded over 25% returns in three years. Clients commend the team's professionalism and strong communication, noting that their services have seamlessly addressed complex challenges in financial performance. A recent client emphasized the team's exceptional qualities, stating, 'Mortar Group’s people are great,' with no identified areas for improvement.
    Read 1 Recent Review

    Industry Experience

    The Mortar Group has demonstrated significant expertise in the financial services industry, particularly in enhancing real estate return performance. Clients report impressive financial returns exceeding 25% over three years, highlighting the provider's strong impact and project management capabilities. Feedback emphasizes the professionalism and competence of their team, suggesting they are a strong fit for financial organizations seeking growth support and operational resources.

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    Financial services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have expressed high satisfaction with Mortar Group's cost-effectiveness, highlighting a return on investment exceeding 25% within three years. One client noted their choice of Mortar Group over competitors due to proximity and found their services to deliver significant value without any identified areas for improvement. Overall sentiment reflects that the company provides exceptional value for money, making it a compelling option for prospective buyers.
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  • Aryo Consulting Group Logotype

    4.9 5 reviews
    $10,000+
    $200 - $300 / hr
    2 - 9
    Boston, MA

    Services provided

    10% Funding & Investment
    50% Business Consulting
    20% Business Valuation Services +2 services
    10% Commercial Financing
    10% Market Research

    Aryo Consulting Group is a consulting firm specializing in competitive analysis, market analysis, pricing strategy evaluation, and business growth strategies. The reviews indicate a 100% positive feedback rate, with clients praising their timeliness, responsiveness, proactive approach, and ability to deliver comprehensive and effective solutions. Notably, 100% of reviewers highlight the firm’s strategic insight and execution excellence.

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    Reviews mention Proactive

    Aryo Consulting Group has received positive feedback for their proactive approach to project management. Clients noted that the team consistently delivered on time and maintained open communication, ensuring they were kept informed throughout the project. One client specifically highlighted how Aryo's proactive engagement contrasted sharply with previous experiences, emphasizing their commitment to client needs and satisfaction. Overall, the sentiment reflects a strong appreciation for Aryo's responsiveness and initiative in driving project success.
    • Business Services, Market Research & Mktg for Financial Co
      5.0 Feb 13, 2024

      The team exhibited effective project management by delivering items on time and responding promptly to my needs. Their commitment to timeliness was evident in the punctual delivery of project milestones and deliverables, ensuring that deadlines were consistently met. Additionally, they demonstrated responsiveness by promptly addressing any inquiries, concerns, or requests for adjustments throughout the project duration. Their proactive communication and willingness to accommodate my needs facilitated a smooth and collaborative working relationship, enhancing the overall project experience.

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    • Business & Financial Consulting for D2C Consumer Products Co
      5.0 Feb 13, 2024

      Our account manager was going above and beyond to help every step of the way, which made us feel in very good hands. A unique thing about Aryo Consulting Group was definitely the proactive approach. The consultants we worked with in the past had a more laid back approach, whereas Aryo had the complete opposite. We were constantly kept in the loop and up to date on everything going on with our project!

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    Industry Experience

    Aryo Consulting Group has received positive feedback across diverse industries, including Financial Services, Consumer Products, and Other Industries. Clients commend their expertise in competitive analysis, market strategy development, and project management, noting timely delivery and a proactive approach. The Financial Services sector highlights effective marketing and pricing strategies, while feedback from Consumer Products emphasizes successful market expansion initiatives. Overall, Aryo Consulting Group is well-suited for businesses seeking growth and strategic insights across these industries.

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    Other Industry Financial services Consumer Products

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients consistently highlight Aryo Consulting Group's competitive pricing as a significant advantage, noting that their services provide excellent value for money. One client emphasized that Aryo's pricing fit their budget while delivering high-quality results, leading to improved pricing structures and increased profitability. Another client praised the firm's responsiveness and timely delivery, reinforcing their perception of good value. Overall, sentiment towards Aryo's cost and value proposition is highly positive, with clients expressing satisfaction and appreciation for the outcomes achieved.
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    More responsive than most other service providers

    Aryo Consulting Group is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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  • leadforce.info Logotype

    4.6 21 reviews
    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    45% Funding & Investment
    35% Financial Consulting
    15% Financial Advising & Planning +1 service
    5% Other Marketing

    leadforce.info is a company specializing in Funding and Investment services, with a focus on investor lead generation and capital raising. Reviews are mixed; while 67% of reviewers commend their personal approach and success in raising capital, 33% express dissatisfaction with unmet promises and deliverables. Their commitment to understanding client needs is frequently highlighted.

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    Reviews mention Experienced

    The overall sentiment regarding Leadforce.info is highly positive, with clients appreciating their hands-on approach and effective lead generation capabilities. One client noted they successfully reached out to 100 quality leads, highlighting Leadforce's experience and understanding of the market. The transparency in project management through Google Docs was also commended. However, a suggestion for improvement included establishing regular follow-up calls to enhance communication. Overall, clients find Leadforce to be a reliable partner in achieving their goals.
    • LinkedIn Lead Generation for Electronics Manufacturing Co
      5.0 Jan 24, 2023

      Leadforce’s hands-on approach is outstanding. They’ve delivered what they’ve promised and reached out to relevant potential investors on our behalf, demonstrating that they have the experience, understanding, and databases needed. Thanks to these skills, we’ve been pleasantly surprised by the results.

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    2 of 3 Funding & Investment reviews are 5 stars
    Less than $10,000 avg. project cost

    Funding & Investment PROJECT HIGHLIGHT

    Funding Services for Marketing Agency

    5.0 — A marketing agency hired leadforce.info to provide investor search and funding services. The team was responsible for helping the client communicate with investors and secure funding. Read more
    Read 3 Reviews

    Average Project Cost Breakdown

    Less than $10,000 (15)

    What Clients Have Said

    Client feedback on Leadforce.info indicates a mixed perception of value for money. While several clients appreciated the competitive pricing and reported successful outcomes, such as raising capital and generating leads, others experienced significant underdelivery relative to promises. For example, one client advised against spending money due to unmet expectations, contrasting with another who noted that their fees were well-covered by the investments generated. Overall, sentiment varies, highlighting both commendable service quality and areas of concern regarding deliverables.
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    United States (10) England (4) Sweden (1) Switzerland (1)
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  • DealPoint Merrill Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Los Angeles, CA

    Services provided

    40% Funding & Investment
    50% Commercial Financing
    10% Financial Consulting

    DealPoint Merrill is a commercial real estate company with a strong focus on communication and marketing collaboration. The reviews highlight a successful partnership, with 100% of respondents praising their effective teamwork and the exceptional contributions of their communications director, Danielle. There are no suggested areas for improvement, indicating a high level of client satisfaction.

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    Industry Experience

    DealPoint Merrill has demonstrated strong expertise in the real estate sector, particularly in commercial real estate. Feedback highlights their effective collaboration and communication skills, with Danielle being noted as a standout contributor in marketing and event management. The overall sentiment from industry partners is highly positive, emphasizing their capability to enhance trade show experiences and successful partnerships. Clients in the real estate industry can expect a dedicated and proficient team to support their project objectives.

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    Real estate

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients generally perceive DealPoint Merrill as providing excellent value for money, particularly highlighting their responsiveness and effective communication. One client noted the success of a collaborative event at the ICSC conference, crediting DealPoint Merrill for their support and teamwork. There were no mentions of dissatisfaction regarding costs, indicating a positive overall sentiment towards the company's pricing and value in delivering successful partnerships.
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  • Mandri Capital Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Santa Monica, CA

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Mandri Capital is a capital markets brokerage firm specializing in securing financing for real estate projects. The feedback highlights their integrity, ease of project management, and impressive 100% success rate in securing loans. Clients appreciate their dedication and effective communication, with no negative experiences reported. Approximately 80% of the reviews emphasize their strong industry connections and efficient processes.

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    Industry Experience

    Mandri Capital excels in the real estate industry, particularly in financing projects through loans and equity investments. Clients commend their integrity, high success rate, and effective project management, highlighting their ability to navigate complex financial requirements. The firm is viewed as a trusted partner, capable of securing various types of financing, including construction and permanent loans. Overall, they are highly regarded in the real estate sector, making them a reliable choice for clients in need of capital solutions.

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    Real estate

    Average Project Cost Breakdown

    $200,000 to $999,999 (1)

    What Clients Have Said

    Clients express strong satisfaction with Mandri Capital's value for money, highlighting their high success rate in securing loans and the integrity of their service. One client noted a 100% success rate in obtaining financing, emphasizing the company's commitment and responsiveness to client needs. The overall sentiment reflects that Mandri Capital provides exceptional value, with clients feeling confident in referring others due to their trustworthy and effective approach.
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  • HMD Financial Logotype

    5.0 2 reviews
    $1,000+
    Undisclosed
    2 - 9
    Chicago Ridge, IL

    Services provided

    45% Funding & Investment
    45% Commercial Financing
    10% Trucking

    HMD Financial is a commercial funding service specializing in invoice factoring to aid business growth. The company is praised for effective communication and smooth collaboration, with 100% of reviews highlighting their superb project management and customer service. Clients appreciate their ability to expand business portfolios and achieve future goals efficiently.

    See all 2 projects
    1 of 1 Funding & Investment reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Funding & Investment PROJECT HIGHLIGHT

    Invoice Factoring Services for Transportation Company

    5.0 — HMD Financial provides invoice factoring services to a transportation company. Read more
    Read 1 Review

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients generally express a positive sentiment regarding HMD Financial's cost and value for money. One client noted the company's 'superb' project management and efficient service, emphasizing that they exceeded expectations. The ability to communicate effectively and receive quick responses was highlighted as a significant advantage. Overall, clients feel that HMD Financial provides strong value, contributing to business growth while maintaining high service standards.
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    More responsive than most other service providers

    HMD Financial is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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  • TO Ventures Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Dallas, TX

    Services provided

    50% Funding & Investment
    50% Blockchain

    TO Ventures is a versatile video production company specializing in video ads, photography, and graphic content. Their work has received overwhelmingly positive feedback, with a strong emphasis on creativity, flexibility, and meeting client needs. Approximately 90% of reviewers highlighted their professionalism and timely delivery, and 80% noted their ability to understand and execute the client's vision effectively.

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    Industry Experience

    TO Ventures has demonstrated expertise primarily in the media industry, excelling in video production and editing for diverse projects such as promotional content for resorts and event highlights. Clients praise their strong creative vision, timely delivery, and adaptability to feedback. The overall sentiment reflects a high level of satisfaction, indicating that TO Ventures is particularly well-suited for media-focused projects that require engaging and visually appealing content.

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    Media

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have generally expressed satisfaction with TO Ventures' pricing relative to the value received. One client noted that the team delivered high-quality video content while adhering to deadlines, which justified the investment. Another praised their flexibility and responsiveness, ensuring that project objectives were met without compromising quality. Overall, feedback indicates that TO Ventures offers competitive pricing, aligning well with the quality of their deliverables and client expectations.
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  • Simion Advisory Logotype

    5.0 2 reviews
    $1,000+
    Undisclosed
    2 - 9
    New York, NY

    Services provided

    41% Funding & Investment
    36% Business Consulting
    23% Commercial Financing

    Simion Advisory, a company specializing in Funding and Investment services, is praised for its financial expertise and strategic support. They successfully increased project margins by 18% and reduced payback periods by 12 months. Reviews are overwhelmingly positive, highlighting their proactive communication and tailored approach, with suggestions for more initial brainstorming sessions.

    See all 2 projects
    1 of 1 Funding & Investment reviews are 5 stars
    1 new review for Funding & Investment in past 6 months
    $10,000 – $49,000 avg. project cost

    Funding & Investment PROJECT HIGHLIGHT

    Financial Modeling & Fundraising Support for Drone Company

    5.0 — Simion Advisory provided financial modeling and fundraising support for a drone company. The work included conducting market and competitor analysis, designing a financial model, and creating a Read more
    Read 1 Review

    Industry Experience

    Simion Advisory has demonstrated expertise in the GPS, Navigation & GIS sectors, particularly within high-tech drone applications focusing on LiDAR technology. Clients have praised their ability to create tailored financial models and effective fundraising strategies that resulted in improved profit margins and investor engagement. Overall sentiment is highly positive, with notable strengths in project management, communication, and industry-specific insights, making them a strong candidate for companies in agriculture, forestry, and infrastructure.

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    GPS, Navigation & GIS

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients have expressed strong satisfaction with the overall cost and value provided by Simion Advisory. One client noted that their 'pricing fit our budget' and highlighted the 'good value for cost' offered. Additionally, the firm delivered measurable outcomes, including an 18% increase in projected gross margins and a reduction in payback period from 36 to 24 months. Overall, the sentiment reflects a positive assessment of the company's pricing relative to the quality of service received.
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  • VargasAndrews Logotype

    4.8 2 reviews
    $10,000+
    $150 - $199 / hr
    2 - 9
    Los Angeles, CA

    Services provided

    10% Funding & Investment
    20% ERP Consulting and SI
    15% Accounting +6 services
    15% IT Strategy Consulting
    10% Back Office Outsourcing
    10% Business Consulting
    10% Commercial Financing
    5% HR Consulting
    5% Recruiting

    VargasAndrews is a strategic consulting firm specializing in business and digital transformation, CRM refinement, and executive recruitment. Reviewers highlight the company's responsiveness, expertise in evolving technology needs, and thorough project management. Clients appreciate their role in shaping company culture and providing strategic guidance, with 100% of reviews noting their value in facilitating organizational growth and transformation.

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    Reviews mention Customized support

    Clients have praised VargasAndrews for their customized support, highlighting their thoroughness and proactive communication. One client noted, 'They provide a lot of high-touch communication and updates,' and emphasized their commitment to company culture and coaching. Despite some initial challenges in task assignments, feedback was addressed promptly. Overall, the sentiment reflects a strong appreciation for VargasAndrews' dedication to client needs and their integral role in business transformation efforts.
    • Recruiting & Business Strategy for Automotive Battery Co.
      5.0 Jan 8, 2021

      VargasAndrews has stepped up to help us work properly, get our priorities straight, and iron out dysfunctions. This is outside of their scope; they’re doing it willingly. It’s clear that they’re deeply embedded in our business and have a large stake in it. They do consult but they’re also building and shaping our culture; that’s very unique.

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    Industry Experience

    VargasAndrews demonstrates strong capabilities in the Information Technology and Automotive industries. Clients praise their responsiveness, expertise in digital transformations, and strategic recruitment efforts. In IT, they effectively refine CRM systems and facilitate organizational growth. In the Automotive sector, they support business and digital transformations, enhancing team dynamics and culture. Overall, their impact is marked by thorough project management and a commitment to client success, making them well-suited for companies undergoing significant changes.

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    Information technology Other Industry

    Average Project Cost Breakdown

    $10,000 to $49,000 (1) $200,000 to $999,999 (1)

    What Clients Have Said

    Clients have expressed satisfaction with VargasAndrews' pricing, noting it as reasonable compared to market standards. One client highlighted their thoroughness and value, stating they received significant return on a $270,000 investment. Overall sentiment indicates a strong sense of value for money, with clients appreciating the company's responsiveness and commitment to delivering high-quality results, despite some areas for improvement in project clarity and speed of execution.
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  • Barney And Company Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Columbia, MD

    Services provided

    25% Funding & Investment
    50% Accounting
    25% Commercial Financing

    Barney And Company is a firm specializing in estate planning and tax services. They are noted for their professionalism, reasonable pricing, and effective communication, with 100% of reviewers recommending their services for both personal and business needs. Clients appreciate their personable approach and timely execution, with no areas for improvement identified.

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    Industry Experience

    Barney And Company has received positive feedback primarily from clients in the nonprofit sector, particularly emphasizing their expertise in estate planning and taxes. Clients appreciate their professional and timely service, alongside transparent billing practices. The overall sentiment is highly favorable, with clients noting the firm's personable approach and effective communication. This suggests that organizations in need of reliable financial and tax-related services may find Barney And Company to be a suitable partner.

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    Nonprofit

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have consistently noted that Barney And Company offers reasonable pricing and excellent value for money. One reviewer highlighted the firm's cost as 'very reasonable' with an 'upfront' billing structure that avoids surprises. Overall sentiment reflects satisfaction with both the quality of service and the affordability, leading clients to recommend the company for various needs, including estate planning and taxes.
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  • Sertexity Logotype

    4.7 7 reviews
    $25,000+
    $25 - $49 / hr
    50 - 249
    Middletown, DE

    Services provided

    10% Funding & Investment
    30% Insurance Services & Brokers
    25% Financial Consulting +2 services
    20% Business Valuation Services
    15% Digital Asset Management

    Sertexity is a commercial funding services company that specializes in alternative investment strategies, particularly through automated cryptocurrency trading. The overall feedback is positive, with 100% of reviewers appreciating their responsive project management and impressive AI capabilities that ensure consistent returns, though some suggest enhancements in reporting depth and dashboard usability.

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    2 of 2 reviews are 5 stars
    1 new review for Funding & Investment services
    $10,000 – $49,000 avg. project cost

    Reviewed 2 times in the past 6 months

    Recent reviews for Sertexity indicate a strong overall sentiment, highlighting their effective automation of crypto trading and responsive project management. Clients noted improvements in efficiency, with one stating that the platform allowed for centralized management of multiple exchanges, significantly reducing manual work. However, some suggested enhancements, such as improved reporting capabilities and more user-friendly analytics, could further elevate their service. Overall, Sertexity is praised for its innovative solutions and commitment to client satisfaction.
    Read 2 Recent Reviews

    Industry Experience

    Sertexity has demonstrated expertise in the Franchises and eCommerce industries, providing automated crypto trading solutions that enhance operational efficiency. Clients praised their user-friendly platform and responsive customer support, noting significant improvements in trading processes and profitability. Overall sentiment is positive, with clients appreciating Sertexity's innovative approach to digital asset management, though some suggest enhancements in reporting features. This provider is well-suited for organizations in the crypto trading space within both industries.

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    eCommerce

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients consistently highlight Sertexity's competitive pricing and strong value for money. One client noted that the pricing 'fit our budget,' while another emphasized 'good value for cost' as a decisive factor in their selection. Overall, feedback indicates satisfaction with the cost-effectiveness of the services provided, with clients appreciating the efficient solutions that enhance their trading operations without excessive expenditure.
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  • Bend Law Group Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Bend Law Group is a legal firm specializing in company formation and intellectual property services for startups. The reviews highlight a 100% satisfaction rate with their expertise in guiding company structure and documentation, though initial communication delays were noted. They are praised for their strategic foresight and flexible billing methods, although improved notification of staffing changes is advised.

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    Industry Experience

    Bend Law Group has demonstrated expertise in various industries, notably in online cremation services. Clients commend their proficiency in company formation, contract creation, and intellectual property guidance. Overall sentiment reflects a positive impact, particularly in navigating complex legal structures and ensuring long-term business success. The firm is recognized for its responsive communication and client-centered approach, making it suitable for startups and businesses seeking legal support in formation and compliance across diverse sectors.

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    Other Industry

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients generally view Bend Law Group as providing good value for money, particularly appreciating their flexible pricing structure of hourly rates and project quotes, which avoids the need for large retainers. One client noted spending around $20,000 for comprehensive services, highlighting that Bend Law Group exceeded initial expectations by offering additional support beyond company formation. However, some clients experienced communication delays early on, which were later addressed, indicating a commitment to improving client relations.
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  • Blakely Financial Services Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Stockton, CA

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Blakely Financial Services is a financial advisory firm specializing in investment, wealth, and succession planning. Clients commend their reliability and excellent project management, with 100% positive feedback highlighting their impressive understanding of client goals and successful portfolio management. Clients appreciate the firm's personalized approach and strong communication practices.

    See all 1 projects

    Industry Experience

    Blakely Financial Services has demonstrated expertise primarily in the IT Services sector, providing financial advisory, investment management, and tax mitigation strategies. Clients commend their reliability, effective communication, and impressive returns on investments. Overall, feedback from the IT Services industry reflects a strong sentiment of satisfaction, highlighting Blakely's strengths in wealth planning and personalized service, making them a suitable partner for businesses seeking financial guidance in this sector.

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    IT Services

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have expressed satisfaction with Blakely Financial Services' pricing structure, noting a reasonable investment of around $50,000 and an assessment fee of $600. The overall sentiment is positive, highlighting the strong return on investment and the company's reliability in delivering value. One client specifically mentioned that their investment portfolio is performing well, reinforcing the perception of good value for money. No significant concerns regarding pricing were raised.
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  • WRS Inc. Real Estate Investments Logotype

    Not yet reviewed

    $250,000+
    $300+ / hr
    10 - 49
    Mount Pleasant, SC

    Services provided

    15% Funding & Investment
    25% Commercial Brokerage Services
    25% Commercial Development +2 services
    25% Commercial Property Management
    10% Commercial Financing

    WRS Inc. Real Estate Investments, a Commercial Brokerage Services company, was established in 2001. The firm provides Commercial Brokerage Services and Commercial Property Management.

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  • Mann Mortgage Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Kalispell, MT

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Commercial Financing and Funding & Investment company Mann Mortgage was established in 1989. The team specializes in Commercial Financing and Funding & Investment.

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  • Solganick & Co. Logotype

    Not yet reviewed

    $250,000+
    Undisclosed
    10 - 49
    Los Angeles, CA

    Services provided

    25% Funding & Investment
    75% Commercial Financing

    Solganick & Co. Is a Commercial Financing company established in 2009. Their team offers Commercial Financing and Funding & Investment.

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  • Greenleaf Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Norcross, GA

    Services provided

    60% Funding & Investment
    40% Commercial Property Management

    Located in Norcross, Georgia, Greenleaf Management is a Funding & Investment company. They offer Funding & Investment and Commercial Property Management.

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  • Fast Capital 360 Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Newtown, PA

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Fast Capital 360 is a Commercial Financing and Funding & Investment company. Headquartered in Newtown, Pennsylvania, the agency focuses on Commercial Financing and Funding & Investment.

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  • First Pacific Bank Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Whittier, CA

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Commercial Financing and Funding & Investment company First Pacific Bank was founded in 2006. The midsize team focuses on Commercial Financing and Funding & Investment.

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  • Rockpoint Legal Funding Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    El Segundo, CA

    Services provided

    80% Funding & Investment
    20% Litigation Support Services

    In El Segundo, California, Rockpoint Legal Funding is a Funding & Investment company. Founded in 2010, the team focuses on Funding & Investment and Litigation Support Services.

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  • Champion Cash Loans Logotype

    Not yet reviewed

    $5,000+
    $25 - $49 / hr
    10 - 49
    Lafayette, IN

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Champion Cash Loans is a small Commercial Financing and Funding & Investment company established in 2006. Their services include Commercial Financing and Funding & Investment.

    Read more
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  • Griffin Funding Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Griffin Funding, a Commercial Financing and Funding & Investment company, focuses on Commercial Financing and Funding & Investment. The agency is based in San Diego, California.

    Read more
    View Profile
  • Equipment Leases Inc. Logotype

    Not yet reviewed

    $100,000+
    Undisclosed
    250 - 999
    Cottonwood Heights, UT

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Equipment Leases Inc. Is a midsize Cottonwood Heights, Utah-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.

    Read more

    More responsive than most other service providers

    Equipment Leases Inc. is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
    View Profile
  • BizBooksAdvice Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    East Wenatchee, WA

    Services provided

    33% Funding & Investment
    34% Finance & Accounting Outsourcing (FAO)
    33% Accounting

    BizBooksAdvice, a midsize Finance & Accounting Outsourcing (FAO) company, is located in East Wenatchee, Washington. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.

    Read more
    View Profile
  • Passive Capital Managament Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Baltimore, MD

    Services provided

    50% Funding & Investment
    50% Financial Advising & Planning

    Founded in 2007, Passive Capital Managament is a Financial Advising & Planning and Funding & Investment company. The company provides Financial Advising & Planning and Funding & Investment.

    Read more

    Baltimore,

    2650 Quarry Lake
    Baltimore, 21209

    501 - 750

    13154783130

    Baltimore, MD

    2650 Quarry Lake Drive
    Baltimore, MD 21208

    201 - 250

    See All Locations (2)
    View Profile
  • Team Kat & Mouse Logotype

    Not yet reviewed

    Undisclosed
    $200 - $300 / hr
    2 - 9
    Palm Beach Gardens, FL

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Team Kat & Mouse is a Commercial Financing and Funding & Investment company. Their team is in Palm Beach Gardens, Florida and focuses on Commercial Financing and Funding & Investment.

    Read more
    View Profile
  • Global Financial Consultants Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Services provided

    75% Funding & Investment
    20% Business Consulting
    5% Financial Consulting

    Based in San Francisco, California, Global Financial Consultants is a Funding & Investment company. Their services include Funding & Investment and Business Consulting.

    Read more
    View Profile
  • Absolute Advisors Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    10 - 49
    Miami, FL

    Services provided

    100% Funding & Investment

    Absolute Advisors, a Funding & Investment company, was launched in 2021. The small team specializes in Funding & Investment.

    Read more
    View Profile
  • The Venture Growth Hub Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    10 - 49
    Dover, DE

    Services provided

    60% Funding & Investment
    20% Business Consulting
    5% Business Valuation Services +3 services
    5% Corporate Law
    5% Recruitment Process Outsourcing
    5% Staffing

    Funding & Investment company The Venture Growth Hub is based in Dover, Delaware and Vaduz, Liechtenstein. Launched in 2023, the team specializes in Funding & Investment and Business Consulting.

    Read more
    View Profile
  • Altoma Real Estate Advisors, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Capitola, CA

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Commercial Financing and Funding & Investment company Altoma Real Estate Advisors, Inc. Is headquartered in Capitola, California. They specialize in Commercial Financing and Funding & Investment.

    Read more
    View Profile
  • Commercial Funding Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Salt Lake City, UT

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Commercial Funding, a Commercial Financing and Funding & Investment company, was founded in 2017. The team specializes in Commercial Financing and Funding & Investment.

    Read more
    View Profile
  • Arixa Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Los Angeles, CA

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Arixa Capital is a Commercial Financing and Funding & Investment company based in Los Angeles, California. Launched in 2006, the team provides Commercial Financing and Funding & Investment.

    Read more
    View Profile
  • North Star Leasing - A Division of Peoples Bank Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    Burlington, VT

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Located in Burlington, Vermont, North Star Leasing - A Division of Peoples Bank is a Commercial Financing and Funding & Investment company. They offer Commercial Financing and Funding & Investment.

    Read more
    View Profile
  • Wangard Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Wauwatosa, WI

    Services provided

    20% Funding & Investment
    35% Commercial Development
    30% Commercial Property Management +1 service
    15% Commercial Financing

    Commercial Development company Wangard Partners offers Commercial Development and Commercial Property Management. They are located in Wauwatosa, Wisconsin.

    Read more
    View Profile
  • Truebluepartners Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    San Francisco Bay Area, CA

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Truebluepartners is a Commercial Financing and Funding & Investment company established in 2014. The company specializes in Commercial Financing and Funding & Investment, and is small.

    Read more
    View Profile
  • 1435 Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Montgomery, NJ

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    1435 Capital is a small Commercial Financing and Funding & Investment company. Founded in 2021, the team specializes in Commercial Financing and Funding & Investment.

    Read more
    View Profile
  • Park Place Finance LLC Logotype

    Not yet reviewed

    $25,000+
    $25 - $49 / hr
    10 - 49
    Austin, TX

    Services provided

    65% Funding & Investment
    35% Insurance Services & Brokers

    In Austin, Texas, Park Place Finance LLC is a Funding & Investment company. The team offers Funding & Investment and Insurance Services & Brokers.

    Read more
    View Profile
  • SWISH FUNDING, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Los Angeles, CA

    Services provided

    100% Funding & Investment

    SWISH FUNDING, LLC is a small Funding & Investment company founded in 2021. Their services include Funding & Investment.

    Read more
    View Profile
  • Nurp Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Miami, FL

    Services provided

    100% Funding & Investment

    Nurp is a midsize Funding & Investment company. They offer Funding & Investment and were established in 2023.

    Read more
    View Profile
  • EB-5 Choice Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    San Francisco, CA

    Services provided

    45% Funding & Investment
    40% Immigration Law
    15% Financial Advising & Planning

    EB-5 Choice is a Funding & Investment company. The San Francisco, California-based agency was launched in 2023. Their team focuses on Funding & Investment and Immigration Law.

    Read more
    View Profile
  • Goldstone Financial Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Oakbrook Terrace, IL

    Services provided

    25% Funding & Investment
    25% Finance & Accounting Outsourcing (FAO)
    25% Financial Advising & Planning +1 service
    25% Financial Consulting

    Goldstone Financial Group is a Finance & Accounting Outsourcing (FAO) company. Founded in 2008, the firm offers Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.

    Read more
    View Profile
  • TaliMar Financial Logotype

    Not yet reviewed

    $250,000+
    $300+ / hr
    2 - 9
    San Diego, CA

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    TaliMar Financial, a Commercial Financing and Funding & Investment company, focus on Commercial Financing and Funding & Investment. They were founded in 2008.

    Read more
    View Profile
  • Startup Fundraising Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Darien, CT

    Services provided

    50% Funding & Investment
    50% Financial Consulting

    Founded in 2024, Startup Fundraising is a small Funding & Investment and Financial Consulting company. Their services include Funding & Investment and Financial Consulting.

    Read more
    View Profile
  • Tialma Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    2 - 9
    New York, NY

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    Established in 2023, Tialma is a Commercial Financing and Funding & Investment company. Headquartered in New York, New York, the team focuses on Commercial Financing and Funding & Investment.

    Read more
    View Profile
  • PLEX Capital LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Overland Park, KS

    Services provided

    50% Funding & Investment
    50% Commercial Financing

    PLEX Capital LLC is a Commercial Financing and Funding & Investment company launched in 2019. The company offers Commercial Financing and Funding & Investment.

    Read more
    View Profile
  • Preferred Funding Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    West Dundee, IL

    Services provided

    100% Funding & Investment

    Preferred Funding Group is a Funding & Investment company. The team is based in West Dundee, Illinois, and their services include Funding & Investment.

    Read more
    View Profile
  • Capstone Capital Partners (Investing) Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Cedar Park, TX

    Services provided

    100% Funding & Investment

    Funding & Investment company Capstone Capital Partners (Investing) was launched in 2012. The team focuses on Funding & Investment.

    Read more
    View Profile
  • CapitalConnect Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Keller, TX

    Services provided

    50% Funding & Investment
    50% Financial Advising & Planning

    CapitalConnect, a Financial Advising & Planning and Funding & Investment company, offers Financial Advising & Planning and Funding & Investment. The firm is in Keller, Texas.

    Read more
    View Profile
  • Keller Williams Commercial Logotype

    Not yet reviewed

    $250,000+
    Undisclosed
    1,000 - 9,999
    Chicago, IL

    Services provided

    10% Funding & Investment
    75% Commercial Brokerage Services
    10% Commercial Development +1 service
    5% Commercial Property Management

    Keller Williams Commercial is a Chicago, Illinois-based Commercial Brokerage Services company. They focus on Commercial Brokerage Services and Commercial Development and were launched in 1983.

    Read more
    View Profile

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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 Aryo Consulting Group
2 leadforce.info
3 solve for (x), llc
4 DealPoint Merrill
5 Mandri Capital
6 HMD Financial
7 Mortar Group
8 TO Ventures
9 Simion Advisory
10 VargasAndrews
11 Barney And Company
12 Sertexity
13 Bend Law Group
14 Blakely Financial Services

List of the Top 14 United States Investment Management Firms

  1. Aryo Consulting Group Logotype

    Aryo Consulting Group

    $10,000+
    $200 - $300 / hr
    2 - 9
    Boston, MA

    Ability to deliver

    33.5/40.0
    15.8/20 Reviews
    8.8/10 Clients & Experience
    9/10 Market Presence

    Service focus

    10% Funding & Investment
    90% Other
    View Profile Visit Website
  2. leadforce.info Logotype

    leadforce.info

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    27.9/40.0
    16.8/20 Reviews
    6.5/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    45% Funding & Investment
    55% Other
    View Profile Visit Website
  3. solve for (x), llc Logotype

    solve for (x), llc

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

    Ability to deliver

    31.1/40.0
    17.2/20 Reviews
    8.6/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    10% Funding & Investment
    90% Other
    View Profile Visit Website
  4. DealPoint Merrill Logotype

    DealPoint Merrill

    Undisclosed
    Undisclosed
    10 - 49
    Los Angeles, CA

    Ability to deliver

    24.6/40.0
    16.2/20 Reviews
    1.3/10 Clients & Experience
    7.1/10 Market Presence

    Service focus

    40% Funding & Investment
    60% Other
    View Profile Visit Website
  5. Mandri Capital Logotype

    Mandri Capital

    Undisclosed
    Undisclosed
    2 - 9
    Santa Monica, CA

    Ability to deliver

    23/40.0
    16.2/20 Reviews
    0.7/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    50% Funding & Investment
    50% Other
    View Profile Visit Website
  6. HMD Financial Logotype

    HMD Financial

    $1,000+
    Undisclosed
    2 - 9
    Chicago Ridge, IL

    Ability to deliver

    23.1/40.0
    16.2/20 Reviews
    1.8/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    45% Funding & Investment
    55% Other
    View Profile Visit Website
  7. Mortar Group Logotype

    Mortar Group

    $25,000+
    Undisclosed
    2 - 9
    Brooklyn, NY

    Ability to deliver

    23.5/40.0
    17/20 Reviews
    0.3/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    30% Funding & Investment
    70% Other
    View Profile Visit Website
  8. TO Ventures Logotype

    TO Ventures

    Undisclosed
    Undisclosed
    10 - 49
    Dallas, TX

    Ability to deliver

    20.8/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    50% Funding & Investment
    50% Other
    View Profile Visit Website
  9. Simion Advisory Logotype

    Simion Advisory

    $1,000+
    Undisclosed
    2 - 9
    New York, NY

    Ability to deliver

    22/40.0
    16.6/20 Reviews
    1.4/10 Clients & Experience
    4/10 Market Presence

    Service focus

    41% Funding & Investment
    59% Other
    View Profile Visit Website
  10. VargasAndrews Logotype

    VargasAndrews

    $10,000+
    $150 - $199 / hr
    2 - 9
    Los Angeles, CA

    Ability to deliver

    23.9/40.0
    15.6/20 Reviews
    3.4/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    10% Funding & Investment
    90% Other
    View Profile Visit Website
  11. Barney And Company Logotype

    Barney And Company

    Undisclosed
    Undisclosed
    10 - 49
    Columbia, MD

    Ability to deliver

    21.5/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    25% Funding & Investment
    75% Other
    View Profile Visit Website
  12. Sertexity Logotype

    Sertexity

    $25,000+
    $25 - $49 / hr
    50 - 249
    Middletown, DE

    Ability to deliver

    21.2/40.0
    17.2/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Funding & Investment
    90% Other
    View Profile Visit Website
  13. Bend Law Group Logotype

    Bend Law Group

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Funding & Investment
    50% Other
    View Profile Visit Website
  14. Blakely Financial Services Logotype

    Blakely Financial Services

    Undisclosed
    Undisclosed
    2 - 9
    Stockton, CA

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Funding & Investment
    50% Other
    View Profile Visit Website
  15. WRS Inc. Real Estate Investments Logotype

    WRS Inc. Real Estate Investments

    $250,000+
    $300+ / hr
    10 - 49
    Mount Pleasant, SC

    Ability to deliver

    15.5/40.0
    0/20 Reviews
    10/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    15% Funding & Investment
    85% Other
    View Profile Visit Website
  16. Mann Mortgage Logotype

    Mann Mortgage

    Undisclosed
    Undisclosed
    250 - 999
    Kalispell, MT

    Ability to deliver

    7.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    7.2/10 Market Presence

    Service focus

    50% Funding & Investment
    50% Other
    View Profile Visit Website
  17. Solganick & Co. Logotype

    Solganick & Co.

    $250,000+
    Undisclosed
    10 - 49
    Los Angeles, CA

    Ability to deliver

    10.8/40.0
    0/20 Reviews
    3.7/10 Clients & Experience
    7.1/10 Market Presence

    Service focus

    25% Funding & Investment
    75% Other
    View Profile Visit Website
  18. Greenleaf Management Logotype

    Greenleaf Management

    Undisclosed
    Undisclosed
    50 - 249
    Norcross, GA

    Ability to deliver

    5.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6/10 Market Presence

    Service focus

    60% Funding & Investment
    40% Other
    View Profile Visit Website
  19. Fast Capital 360 Logotype

    Fast Capital 360

    Undisclosed
    Undisclosed
    50 - 249
    Newtown, PA

    Ability to deliver

    5.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    50% Funding & Investment
    50% Other
    View Profile Visit Website
  20. First Pacific Bank Logotype

    First Pacific Bank

    Undisclosed
    Undisclosed
    50 - 249
    Whittier, CA

    Ability to deliver

    5.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    50% Funding & Investment
    50% Other
    View Profile Visit Website
  21. Rockpoint Legal Funding Logotype

    Rockpoint Legal Funding

    Undisclosed
    Undisclosed
    50 - 249
    El Segundo, CA

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    80% Funding & Investment
    20% Other
    View Profile Visit Website
  22. Champion Cash Loans Logotype

    Champion Cash Loans

    $5,000+
    $25 - $49 / hr
    10 - 49
    Lafayette, IN

    Ability to deliver

    6.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.7/10 Market Presence

    Service focus

    50% Funding & Investment
    50% Other
    View Profile Visit Website
  23. Griffin Funding Logotype

    Griffin Funding

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA

    Ability to deliver

    6.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.6/10 Market Presence

    Service focus

    50% Funding & Investment
    50% Other
    View Profile Visit Website
  24. Equipment Leases Inc. Logotype

    Equipment Leases Inc.

    $100,000+
    Undisclosed
    250 - 999
    Cottonwood Heights, UT

    Ability to deliver

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

    Service focus

    50% Funding & Investment
    50% Other
    View Profile Visit Website
  25. BizBooksAdvice Logotype

    BizBooksAdvice

    Undisclosed
    Undisclosed
    250 - 999
    East Wenatchee, WA

    Ability to deliver

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

    Service focus

    33% Funding & Investment
    67% Other
    View Profile Visit Website
  26. Passive Capital Managament Logotype

    Passive Capital Managament

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Baltimore, MD

    Ability to deliver

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

    Service focus

    50% Funding & Investment
    50% Other
    View Profile Visit Website
  27. Team Kat & Mouse Logotype

    Team Kat & Mouse

    Undisclosed
    $200 - $300 / hr
    2 - 9
    Palm Beach Gardens, FL

    Ability to deliver

    6.9/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% Funding & Investment
    50% Other
    View Profile Visit Website
  28. Global Financial Consultants Logotype

    Global Financial Consultants

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Ability to deliver

    5.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    75% Funding & Investment
    25% Other
    View Profile Visit Website
  29. Absolute Advisors Logotype

    Absolute Advisors

    $1,000+
    < $25 / hr
    10 - 49
    Miami, FL

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    100% Funding & Investment
    View Profile Visit Website

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