# Top Investment Firms in the United States Highly reviewed Funding & Investment companies in United States include solve for (x), llc, Mortar Group, Aryo Consulting Group, leadforce.info, DealPoint Merrill, Mandri Capital, HMD Financial, TO Ventures, Simion Advisory, VargasAndrews. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Investment Firms in the United States Ratings Updated: Aug 4, 2026 ### [solve for (x), llc](https://clutch.co/profile/solve-x-0-0) #### 5 out of 5 star rating (13 reviews) - $1,000+ minimum project size - $200 - $300 average hourly rate - 2 - 9 employees - Chicago, IL #### Services Provided - Allocation of Expertise by Percentage - 50% Fractional CFO Services - 10% Funding & Investment - 40% Business Consulting #### Company description solve for (x), llc is a company that provides strategic financial and investment services, including market analysis, financial modeling, and securing funding. Reviewers consistently highlight the firm's expertise and professionalism, with 100% positive feedback emphasizing their effective project management and ability to enhance financial clarity and compliance, while also highlighting Stuart's exceptional communication and strategic input. [Visit Website](http://solveforx.solutions/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Hard working Clients have consistently praised solve for (x), llc for their hard work and dedication. One client noted that Stuart completed all tasks diligently and often ahead of schedule, demonstrating a strong commitment to project timelines. Additionally, the ability to understand and tackle challenges outside of his expertise was highlighted, showcasing a proactive approach to problem-solving. Overall, the sentiment reflects a high level of satisfaction with the company's work ethic and responsiveness. #### 2 reviews mention Funding & Investment Fractional CFO Services & Business Consulting for Fitness Co 5.0/5 — 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 consulting. - 2 of 2 Funding & Investment reviews are 5 stars - $200,000 – $999,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/solve-x-0-0/319361) #### 4.8 out of 5.0 rating for cost What Clients Have Said Clients consistently commend Solve for (x), LLC for delivering exceptional value at competitive prices. Feedback highlights their ability to provide high-quality services within budget constraints, with one client noting, "pricing fit our budget" and "good value for cost." Another client emphasized, "outstanding service at a nonprofit rate." Overall sentiment reflects satisfaction with the cost-effectiveness of their solutions, as clients feel they receive excellent returns on their investments. [Read All Reviews](https://clutch.co/profile/solve-x-0-0?verified=true#reviews) - $10,000 to $49,000 (3 reviews) - Less than $10,000 (1 reviews) - $50,000 to $199,999 (1 reviews) - $200,000 to $999,999 (1 reviews) #### Completed projects in 2 countries - Puerto Rico (1 projects) - United States (9 projects) This provider is available in 1 time zone: - Central Standard Time (CST) [View Reviews](https://clutch.co/profile/solve-x-0-0?verified=true#reviews) --- ### [Mortar Group](https://clutch.co/profile/mortar-group) #### 5 out of 5 star rating (1 reviews) - $25,000+ minimum project size - 2 - 9 employees - Brooklyn, NY #### Services Provided - Allocation of Expertise by Percentage - 60% Commercial Development - 10% Financial Advising & Planning - 30% Funding & Investment #### Company description 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. [Visit Website](https://mortargroup.com/?utm_source=clutch.co&utm_medium=referral) #### Reviewed 1 time in the past 6 months Recent client feedback for Mortar Group highlights their expertise in real estate investment, with one client reporting over 25% financial returns in three years. The firm's strong communication and dedicated team were particularly praised, with clients noting their professionalism and effectiveness. Overall, sentiment remains extremely positive, with no identified areas for improvement, indicating a high level of client satisfaction. - 1 of 1 reviews is 5 stars - Unknown avg. project cost [Read 1 Recent Review](https://clutch.co/profile/mortar-group?sort_by=date_desc&verified=true#reviews) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/mortar-group?verified=true#reviews) ##### Financial services Experience Mortar Group has received positive feedback in the Financial services industry, particularly for their expertise in real estate investment strategies. Clients commend their strong project management, achieving over 25% financial returns within three years. The team is noted for their effective communication and exceptional personnel, contributing to successful long-term partnerships. Overall, Mortar Group is well-regarded for its ability to enhance investment performance, making them a strong candidate for firms seeking growth and operational support in the financial sector. - 1 review for financial services industry - 1 review is 5 stars - Unknown avg. project cost - Real Estate Investment Support for Financial Services Co (5.0/5, Apr 30, 2026): Mortar Group has helped a financial services company invest in real estate. The team has handled everything related to that effort. [Read Full Review](https://clutch.co/go-to-review/mortar-group/453958) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/mortar-group?verified=true#reviews) --- ### [Aryo Consulting Group](https://clutch.co/profile/aryo-consulting-group) #### 4.9 out of 5 star rating (5 reviews) - $10,000+ minimum project size - $200 - $300 average hourly rate - 2 - 9 employees - Boston, MA #### Services Provided - Allocation of Expertise by Percentage - 20% Business Valuation Services - 10% Commercial Financing - 10% Funding & Investment - 50% Business Consulting - 10% Market Research #### Company description 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. [Visit Website](https://aryocg.com/consulting/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Communicative Clients have consistently praised Aryo Consulting Group for their strong communication skills, noting their commitment to timely delivery and responsiveness to inquiries. One client highlighted the team's proactive communication and ability to accommodate needs, enhancing collaboration. Overall, the sentiment regarding communication is highly positive, with clients expressing satisfaction with the smooth project experience and the team's dedication to client success. - Business Services, Market Research & Mktg for Financial Co (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/aryo-consulting-group/268629) #### Experience in 3 industries 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. [Read All Reviews](https://clutch.co/profile/aryo-consulting-group?verified=true#reviews) ##### Other Industry Experience Aryo Consulting Group has received positive feedback from clients in the Other Industry sector, particularly for their expertise in competitive analysis. Their thorough and timely project management ensures that deliverables meet client needs effectively. Clients appreciate their strong understanding of theoretical concepts and their ability to produce comprehensive documentation. Overall, Aryo Consulting Group is considered a strong candidate for businesses seeking strategic insights and impactful analysis in the Other Industry. - 1 review for other industry industry - Less than $10,000 avg. project cost - Business Analysis for Water Treatment Solutions Provider (4.5/5, Feb 26, 2024): Aryo Consulting Group analyzed the business of a water treatment solutions provider. They led a deep dive into the client's product line, conducted market and competitor research, and presented their findings. [Read Full Review](https://clutch.co/go-to-review/aryo-consulting-group/271317) ##### Financial services Experience Aryo Consulting Group has demonstrated significant expertise in the Financial services industry, particularly in pricing strategy evaluation and market analysis. Clients praise their ability to drive successful marketing campaigns, enhance profitability, and improve customer satisfaction through a holistic approach. Their timely project delivery and effective communication contribute to a strong client relationship, showcasing their commitment to results-driven solutions. Overall sentiment reflects high satisfaction, making Aryo Consulting Group a strong candidate for businesses in the Financial services sector. - 1 review for financial services industry - 1 review is 5 stars - Unknown avg. project cost - Business Services, Market Research & Mktg for Financial Co (5.0/5, Feb 13, 2024): A financial services company hired Aryo Consulting Group to evaluate their pricing strategy and conduct market research. The team crafted and executed marketing campaigns and kept the pricing strategy updated. [Read Full Review](https://clutch.co/go-to-review/aryo-consulting-group/268629) ##### Consumer Products Experience Aryo Consulting Group has been highly praised by clients in the Consumer Products industry for its exceptional expertise, particularly in facilitating market expansion into the U.S. Clients note the team's proactive approach, timely delivery, and thorough research as key strengths. One CEO highlighted their significant impact in achieving revenue growth and capturing market share, expressing complete satisfaction with the collaboration. Overall, Aryo is positioned as a strong partner for companies looking to enhance their market presence. - 1 review for consumer products industry - 1 review is 5 stars - Unknown avg. project cost - Business & Financial Consulting for D2C Consumer Products Co (5.0/5, Feb 13, 2024): A D2C consumer products company hired Aryo Consulting Group to help with a one-year hypergrowth project. The aim was US market expansion, and the team did research and revamped the client's processes. [Read Full Review](https://clutch.co/go-to-review/aryo-consulting-group/268569) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/aryo-consulting-group?verified=true#reviews) - Less than $10,000 (1 reviews) #### Responsive Aryo Consulting Group is responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [leadforce.info](https://clutch.co/profile/leadforceinfo) #### 4.6 out of 5 star rating (21 reviews) - 10 - 49 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 15% Financial Advising & Planning - 35% Financial Consulting - 45% Funding & Investment - 5% Other Marketing #### Company description leadforce.info is a Funding and Investment service provider specializing in investor lead generation and capital raising. While one review highlights a shortfall in deliverables, leading to dissatisfaction, two others praise their effective investor engagement and capital raising success, with 67% of reviewers noting timely delivery and personalized service. The company is recognized for its detailed approach and proactive support in investment initiatives. [Visit Website](https://www.leadforce.info/) #### Meets deadlines The feedback regarding Leadforce.info's adherence to deadlines is overwhelmingly positive. Clients noted that the team consistently delivered items on time and within budget, with one client specifically praising their 'follow through and delivery.' This sentiment is reinforced by the clear acknowledgment of timely project management, highlighting their reliability and commitment to meeting client expectations. #### 3 reviews mention Funding & Investment Funding Services for Marketing Agency 5.0/5 — 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. - 2 of 3 Funding & Investment reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/393837) #### 4.7 out of 5.0 rating for cost What Clients Have Said Overall, client feedback on leadforce.info highlights a mixed sentiment regarding cost and value for money. Many clients appreciate the company's pricing as fitting their budget and providing good value, noting effective lead generation and supportive project management. For example, one client mentioned they secured substantial investment due to leadforce.info's efforts. However, some reviews indicate dissatisfaction with deliverables, suggesting that the perceived value may not always align with expectations. Therefore, while many find the service cost-effective, others caution against potential underdelivery. [Read All Reviews](https://clutch.co/profile/leadforceinfo?verified=true#reviews) - Less than $10,000 (15 reviews) #### Completed projects in 4 countries - Sweden (1 projects) - Switzerland (1 projects) - United States (10 projects) - England (4 projects) [View Reviews](https://clutch.co/profile/leadforceinfo?verified=true#reviews) --- ### [DealPoint Merrill](https://clutch.co/profile/dealpoint-merrill) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 10% Financial Consulting - 40% Funding & Investment #### Company description 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. [Visit Website](https://dealpointmerrill.com/) #### Communicative Clients consistently highlight DealPoint Merrill's exceptional communication skills, particularly praising Danielle for her responsiveness and support during collaborative events. One client noted her as a 'superstar' in communications and marketing, emphasizing her role in organizing successful partnerships. Overall, the sentiment regarding DealPoint Merrill's communicative approach is highly positive, with no identified areas for improvement in this regard. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/dealpoint-merrill?verified=true#reviews) ##### Real estate Experience DealPoint Merrill demonstrates significant expertise in the real estate sector, particularly in commercial real estate partnerships. Their collaboration with clients, exemplified by their work at the ICSC conference, highlights their strong communication and organizational skills. Client feedback underscores their responsiveness and effective teamwork, with specific praise for Danielle's multifaceted contributions. Overall, the sentiment reflects a highly positive experience, indicating that DealPoint Merrill is a strong candidate for businesses seeking impactful partnerships in the real estate industry. - 1 review for real estate industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Trade Show Planning & Marketing for Broker Listing Firm (5.0/5, Mar 9, 2021): A broker listing firm partnered with DealPoint Merrill to organize and showcase their booth for a trade show. [Read Full Review](https://clutch.co/go-to-review/dealpoint-merrill/91794) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/dealpoint-merrill?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Mandri Capital](https://clutch.co/profile/mandri-capital) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - Santa Monica, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Mandri Capital is a capital markets brokerage firm specializing in securing financing for real estate projects, including loans and equity investments. Approximately 100% of reviewers commend their exceptional project management and ability to deliver successful outcomes, with a 100% success rate in securing loans. Clients frequently praise their integrity, industry expertise, and strong network within the lending and investing community. [Visit Website](https://mandricapital.com/) #### Trustworthy Mandri Capital has received high praise for their trustworthiness, with clients highlighting their integrity and commitment to successful outcomes. One client noted that Mandri Capital treats each deal as if it were their own, contributing to a 100% success rate in securing loans. The firm's founder, Max, is recognized for his exceptional care and understanding of the pressures involved in financing. Clients express confidence in referring others to Mandri Capital, reinforcing a strong sentiment of reliability and trust. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/mandri-capital?verified=true#reviews) ##### Real estate Experience Mandri Capital has garnered positive feedback within the real estate industry for its expertise in securing financing for diverse projects, including construction and apartment loans. Clients commend the firm for its integrity, personalized service, and high success rate in obtaining loans. With a thorough understanding of complex financial requirements, Mandri Capital effectively manages documentation and communication, making them a reliable partner in high-stakes situations. Their strong industry connections further enhance their capability to deliver favorable outcomes for real estate ventures. - 1 review for real estate industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Brokerage Services for Commercial Real Estate Company (5.0/5, Oct 19, 2021): Mandri Capital helps a real estate development firm secure short- and long-term loans and investors for their projects. They also collect relevant financial information and put together loan packages. [Read Full Review](https://clutch.co/go-to-review/mandri-capital/40742) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/mandri-capital?verified=true#reviews) - $200,000 to $999,999 (1 reviews) --- ### [HMD Financial](https://clutch.co/profile/hmd-financial) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - 2 - 9 employees - Chicago Ridge, IL #### Services Provided - Allocation of Expertise by Percentage - 45% Commercial Financing - 45% Funding & Investment - 10% Trucking #### Company description 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. [Visit Website](https://hmdfinancial.com/) #### 1 review mentions Funding & Investment Invoice Factoring Services for Transportation Company 5.0/5 — HMD Financial provides invoice factoring services to a transportation company. - 1 of 1 Funding & Investment reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/hmd-financial/260984) #### Experience in 1 industry HMD Financial has received positive feedback primarily from the transportation industry, where they have assisted clients in invoice factoring to support business growth. Reviewers highlight their effective communication, superb project management, and ability to foster team dynamics, which resulted in measurable improvements and client satisfaction. The overall sentiment is highly favorable, indicating that HMD Financial is a strong match for transportation-related projects seeking reliable financial solutions. [Read All Reviews](https://clutch.co/profile/hmd-financial?verified=true#reviews) ##### Transportation Experience HMD Financial has demonstrated significant expertise in the Transportation industry, specifically in invoice factoring services. Clients appreciate their effective communication and project management, which contribute to smooth operations and business growth. Notably, Loadlock Inc. reported an expansion in their shipper database and overall business portfolio, attributing these successes to HMD's innovative team dynamics and superior customer service. Overall sentiment is overwhelmingly positive, indicating HMD Financial's strong fit for businesses seeking growth in the Transportation sector. - 1 review for transportation industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Invoice Factoring Services for Transportation Company (5.0/5, Jan 11, 2024): HMD Financial provides invoice factoring services to a transportation company. [Read Full Review](https://clutch.co/go-to-review/hmd-financial/260984) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have expressed satisfaction with HMD Financial's pricing and overall value for money, noting exceptional service and effective communication. One client highlighted the company's superb project management and ability to exceed expectations, stating, "They performed with confidence and creativity." Overall sentiment suggests that clients feel they receive a strong return on investment, reinforcing HMD Financial's reputation as a reliable partner for achieving business growth. [Read All Reviews](https://clutch.co/profile/hmd-financial?verified=true#reviews) - $10,000 to $49,000 (1 reviews) #### Very responsive HMD Financial is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [TO Ventures](https://clutch.co/profile/ventures) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Dallas, TX #### Services Provided - Allocation of Expertise by Percentage - 50% Blockchain - 50% Funding & Investment #### Company description 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. [Visit Website](https://toventures.com/) #### Detail-oriented Clients consistently praised TO Ventures for their meticulous attention to detail, noting their ability to accurately capture and translate creative visions into polished final products. Feedback highlighted their responsiveness to specific project needs, such as ensuring dynamic pacing in videos and maintaining high-quality standards. One client emphasized the team's clear communication and proactive follow-up, which facilitated smooth collaboration. Overall, the sentiment regarding TO Ventures' detail-oriented approach is overwhelmingly positive, reflecting their commitment to quality and client satisfaction. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/ventures?verified=true#reviews) ##### Media Experience TO Ventures has received positive feedback from clients in the Media industry, highlighting their expertise in video production and editing. Clients appreciate their strong creative vision, flexibility in adapting to project needs, and attention to detail, which contribute to high-quality deliverables. Their ability to tailor content for specific target demographics further demonstrates their impact on audience engagement. Overall, TO Ventures is regarded as a reliable partner in delivering engaging media that meets client objectives. - 1 review for media industry - 1 review is 5 stars - Unknown avg. project cost - Promotional Video Production for Video Production Co (5.0/5, Oct 11, 2024): TO Ventures has been hired to produce video ads for a video production company. They have created a 60–90-second commercial for a resort, sermon clips, and a step-by-step editing guide for new video editors. [Read Full Review](https://clutch.co/go-to-review/ventures/321702) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/ventures?verified=true#reviews) --- ### [Simion Advisory](https://clutch.co/profile/simion-advisory) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 23% Commercial Financing - 41% Funding & Investment - 36% Business Consulting #### Company description Simion Advisory is a financial services firm specializing in Funding and Investment, with a focus on creating investor-ready financial models and fundraising strategies. Reviews highlight their strong project management and sector expertise, with 100% positive feedback on their ability to deliver tailored, strategic insights. Clients appreciate their proactive communication and the ability to enhance capital allocation and investment approaches. [Visit Website](https://simionadvisory.com/) #### Customized support Clients have expressed high satisfaction with Simion Advisory's customized support, highlighting their proactive communication and tailored solutions. One client noted the team's ability to understand industry specifics and provide insights that enhanced project outcomes. They appreciated the strategic partnership approach, with feedback indicating that deliverables were consistently on time and aligned closely with client needs. Overall, sentiment reflects confidence in Simion Advisory's expertise and responsiveness, although a desire for more initial brainstorming sessions was mentioned. #### 1 review mentions Funding & Investment Financial Modeling & Fundraising Support for Drone Company 5.0/5 — 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 pitch deck. - 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 [Read Full Review](https://clutch.co/go-to-review/simion-advisory/398527) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/simion-advisory?verified=true#reviews) ##### GPS, Navigation & GIS Experience Simion Advisory has received positive feedback from clients in the GPS, Navigation & GIS industry, particularly for their expertise in financial modeling and strategic planning. One client highlighted their ability to create customized financial models and investor presentations tailored to specific market needs, resulting in improved margins and successful investor outreach. Overall, clients appreciate their proactive communication and deep understanding of industry-specific challenges, indicating that Simion Advisory is a strong partner for businesses seeking growth and funding in the GIS sector. - 1 review for gps, navigation & gis industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Financial Modeling & Fundraising Support for Drone Company (5.0/5, Aug 15, 2025): 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 pitch deck. [Read Full Review](https://clutch.co/go-to-review/simion-advisory/398527) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/simion-advisory?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [VargasAndrews](https://clutch.co/profile/vargasandrews) #### 4.8 out of 5 star rating (2 reviews) - $10,000+ minimum project size - $150 - $199 average hourly rate - 2 - 9 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 15% Accounting - 10% Back Office Outsourcing - 10% Commercial Financing - 20% ERP Consulting and SI - 10% Funding & Investment - 5% HR Consulting - 15% IT Strategy Consulting - 10% Business Consulting - 5% Recruiting #### Company description 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. [Visit Website](https://vargasandrews.com) #### Communicative Clients have consistently highlighted VargasAndrews' strong communication skills, noting their high-touch approach and commitment to keeping projects on track. One client emphasized their thorough updates and accountability, stating, 'They hold us accountable.' Despite some initial challenges in task assignment, feedback was effectively addressed, demonstrating their responsiveness. Overall, client sentiment reflects a positive view of VargasAndrews' communicative nature, contributing significantly to project success. - Recruiting & Business Strategy for Automotive Battery Co. (5.0/5, Jan 8, 2021): They provide a lot of high-touch communication and updates. They hold us accountable. If we start to fall behind the timeline, they make sure to get us back on track. Their team is very on top of everything; they focused on the highest priorities. [Read Full Review](https://clutch.co/go-to-review/vargasandrews/30759) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/vargasandrews?verified=true#reviews) ##### Information technology Experience VargasAndrews has received positive feedback in the Information Technology sector, particularly for their expertise in CRM optimization and access management solutions. Clients highlight their responsiveness and deep understanding of technological needs during growth phases. The collaboration has resulted in improved data flows and intelligent resource hiring, indicating a strong impact on operational efficiency. However, clients desire swifter progress in project execution, suggesting potential areas for enhancement. - 1 review for information technology industry - $10,000 – $49,000 avg. project cost - HR & IT Services for Access Management Platform (4.5/5, Feb 3, 2021): VargasAndrews recruited a CFO for an access management platform. They are also refining the Zoho CRM functionality of the client. [Read Full Review](https://clutch.co/go-to-review/vargasandrews/56113) ##### Other Industry Experience VargasAndrews demonstrates significant expertise in the Other Industry sector, particularly in business and digital transformation. Clients commend their thorough project management, high-touch communication, and commitment to company culture enhancement. The VP at Ramcar Batteries highlighted their effective recruitment strategies and proactive support, noting that VargasAndrews goes beyond consulting to actively shape client environments. While minor organizational challenges were noted, the overall sentiment is highly positive, indicating their strong fit for clients seeking transformative assistance. - 1 review for other industry industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Recruiting & Business Strategy for Automotive Battery Co. (5.0/5, Jan 8, 2021): VargasAndrews provides strategy consulting services for an automotive battery manufacturer. They're assisting in a business and digital transformation, utilizing Microsoft Office 365 and handling recruiting. [Read Full Review](https://clutch.co/go-to-review/vargasandrews/30759) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/vargasandrews?verified=true#reviews) - $10,000 to $49,000 (1 reviews) - $200,000 to $999,999 (1 reviews) --- ### [Barney And Company](https://clutch.co/profile/barney-company) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Columbia, MD #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 25% Commercial Financing - 25% Funding & Investment #### Company description 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. [Visit Website](https://www.barneyandcompany.com/) #### Personable Barney And Company is frequently praised for their personable approach, with clients highlighting their excellent communication and professional handling of needs. One reviewer noted their engagement was 'extremely personable' and expressed a strong willingness to recommend their services for both personal and business needs. Overall, the sentiment reflects a positive experience, emphasizing the firm's ability to connect with clients effectively. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/barney-company?verified=true#reviews) ##### Nonprofit Experience Barney And Company has received positive feedback from clients within the Nonprofit industry, particularly for their expertise in estate planning and tax services. Clients highlight the firm's professional and timely engagement, as well as their transparent billing practices. The overall sentiment reflects a strong recommendation for their services, showcasing their ability to address the unique needs of nonprofit organizations effectively. Their personable approach further strengthens their suitability for potential clients in this sector. - 1 review for nonprofit industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Estate Planning & Taxes for Nonprofit (5.0/5, Oct 14, 2022): Barney And Company provided estate planning and tax services for a nonprofit. They were hired for their reasonable prices and quality results. [Read Full Review](https://clutch.co/go-to-review/barney-company/162435) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/barney-company?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Sertexity](https://clutch.co/profile/sertexity) #### 4.7 out of 5 star rating (9 reviews) - $25,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees - Middletown, DE #### Services Provided - Allocation of Expertise by Percentage - 20% Business Valuation Services - 15% Digital Asset Management - 25% Financial Consulting - 10% Funding & Investment - 30% Insurance Services & Brokers #### Company description Sertexity is an investment company specializing in automated trading solutions for cryptocurrency markets, excelling in risk management and yield monitoring. With 100% positive feedback, clients highlight their impressive AI automation and market-neutral strategies, although some suggest enhancing their reporting capabilities for better corporate investment analysis. [Visit Website](http://sertexity.com) #### Helpful Clients expressed a positive sentiment towards Sertexity's services, highlighting their helpfulness and efficiency. One client noted the smooth onboarding process and timely delivery of platform access, emphasizing the responsive support team. The user-friendly nature of the platform was particularly praised for simplifying complex trading processes. However, there is room for improvement, with suggestions for enhanced reporting features and educational resources to deepen market analysis. #### Experience in 3 industries Sertexity has demonstrated expertise primarily in the eCommerce, Franchise, and Financial Services industries. Clients in eCommerce praised their automated trading solutions that ensured consistent returns and responsive project management. Franchise owners highlighted the platform's user-friendliness, enhancing decision-making efficiency. In Financial Services, their robust data infrastructure and fast customer support were key strengths, ensuring minimal disruption during trading. Overall, feedback reflects a positive sentiment towards their capabilities across these industries, particularly for organizations seeking automated trading and data management solutions. [Read All Reviews](https://clutch.co/profile/sertexity?verified=true#reviews) ##### eCommerce Experience Sertexity has received positive feedback from clients in the eCommerce sector, particularly for their expertise in automation and cryptocurrency trading solutions. Their responsive project management and timely delivery have been highlighted as strengths. Clients appreciate the ability to achieve consistent returns regardless of market conditions, showcasing Sertexity's effective risk management and yield monitoring capabilities. Overall, the company demonstrates a solid fit for businesses seeking innovative financial strategies in eCommerce. - 1 review for ecommerce industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Crypto Trading Bots Dev for Food & Beverage Company (5.0/5, May 28, 2026): Sertexity has developed and implemented automatic crypto trading bots for a food and beverage company. The project includes live arbitration transactions, risk management, and yield monitoring reports. [Read Full Review](https://clutch.co/go-to-review/sertexity/460556) ##### Financial services Experience Sertexity has demonstrated strong expertise in the Financial services industry by developing robust data platforms and analytics frameworks tailored for trading activities. Clients highlight the provider's efficient project management, rapid response times, and reliable customer support, which are crucial in high-stakes trading environments. Their ability to ensure constant connectivity and reduced execution latency has significantly enhanced clients' trading experiences. While there is room for innovation in customizable features, overall sentiment is highly positive, indicating that Sertexity is a strong contender for financial service projects. - 1 review for financial services industry - $10,000 – $49,000 avg. project cost - Data Infrastructure & Analytics Setup for Tech Company (4.5/5, Jun 10, 2026): Sertexity has built and configured a data infrastructure and analytics framework for a technology company. The team has integrated real-time market feeds and optimized the platform's latency. [Read Full Review](https://clutch.co/go-to-review/sertexity/463451) #### 4.7 out of 5.0 rating for cost What Clients Have Said Clients appreciate Sertexity's pricing as fitting within their budgets, often highlighting it as a significant factor in their selection. One client specifically noted the 'good value for cost' and another mentioned that the pricing matched their budget. Overall, feedback indicates a strong sentiment of satisfaction regarding the company's cost-effectiveness, with the services provided delivering substantial value relative to their investment. [Read All Reviews](https://clutch.co/profile/sertexity?verified=true#reviews) - $10,000 to $49,000 (2 reviews) - $50,000 to $199,999 (1 reviews) #### Completed projects in 2 countries - India (1 projects) - United States (1 projects) [View Reviews](https://clutch.co/profile/sertexity?verified=true#reviews) --- ### [Bend Law Group](https://clutch.co/profile/bend-law-group) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Bend Law Group is a legal firm specializing in company formation, intellectual property, and contract drafting. Overall, 100% of reviewers highlight their expertise in navigating complex legal requirements and their adaptability in communication, with a noted improvement from initial delays to 24-hour response times. One review praises their dedication to understanding long-term business implications, despite a minor issue with communication regarding staffing changes. [Visit Website](http://www.bendlawoffice.com) #### Understands their clients' needs Clients consistently commend Bend Law Group for their strong understanding of client needs, particularly in guiding first-time business owners through complex processes. One client noted that the team works diligently to comprehend how current decisions will impact future operations, ensuring long-term success. Their proactive communication adjustments have also been appreciated, though some initial delays were reported. Overall, sentiment reflects a high level of satisfaction with the firm's client-centric approach. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/bend-law-group?verified=true#reviews) ##### Other Industry Experience Bend Law Group has demonstrated strong expertise in assisting clients within the Other Industry sector, particularly in company formation, contract creation, and compliance. Clients appreciate their thorough approach and commitment to long-term success, along with their adaptability to communication needs. While initial response times posed challenges, improvements have been made, enhancing overall client satisfaction. Their flexible billing structure also appeals to startups, making them a suitable partner for businesses seeking legal guidance in the Other Industry. - 1 review for other industry industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Legal Services for Online Cremation Services Company (5.0/5, Apr 12, 2022): A cremation services company hired Bend Law Group for legal services. They’ve helped register, trademark, and set up the corporation. They’ve written contracts, a privacy policy, and terms and conditions. [Read Full Review](https://clutch.co/go-to-review/bend-law-group/2715) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/bend-law-group?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Blakely Financial Services](https://clutch.co/profile/blakely-financial-services) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - Stockton, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Blakely Financial Services is a financial advisory firm specializing in investment management, wealth, and succession planning. Reviews highlight their strong reliability and understanding of client goals, with a 100% positive sentiment regarding their performance. Clients commend their impressive project management and responsive communication, and there are no noted areas for improvement. [Visit Website](https://www.teamblakely.com/) #### Reliable Clients emphasize Blakely Financial Services' reliability, highlighting their consistent availability and support. One client noted, 'Their reliability is impressive; every time I need them, they’re there.' Additionally, the ongoing success of the client's investment portfolio further reflects Blakely's dependable service. Overall, the sentiment regarding reliability is overwhelmingly positive, with no reported areas for improvement. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/blakely-financial-services?verified=true#reviews) ##### IT Services Experience Blakely Financial Services is praised for their expertise in financial advisory, particularly in investment management and tax mitigation strategies for IT outsourcing companies. Clients highlight their impressive reliability and responsive communication, contributing to successful portfolio performance and positive ROI. The provider's deep understanding of client goals and personalized approach make them a strong candidate for businesses seeking comprehensive financial solutions within the IT Services sector. - 1 review for it services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Investment & Wealth Management for IT Outsourcing Company (5.0/5, Jan 31, 2022): An IT outsourcing company uses Blakely Financial Services to help them invest and trade in the stock market. The team also provides wealth management and succession planning services for the firm.  [Read Full Review](https://clutch.co/go-to-review/blakely-financial-services/128218) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/blakely-financial-services?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [WRS Inc. Real Estate Investments](https://clutch.co/profile/wrs-real-estate-investments) - $250,000+ minimum project size - $300+ average hourly rate - 10 - 49 employees - Mount Pleasant, SC #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Brokerage Services - 25% Commercial Development - 10% Commercial Financing - 25% Commercial Property Management - 15% Funding & Investment #### Company description WRS Inc. Real Estate Investments, a Commercial Brokerage Services company, was established in 2001. The firm provides Commercial Brokerage Services and Commercial Property Management. [Visit Website](https://www.wrsrealestate.com/) --- ### [Mann Mortgage](https://clutch.co/profile/mann-mortgage) - 250 - 999 employees - Kalispell, MT #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company Mann Mortgage was established in 1989. The team specializes in Commercial Financing and Funding & Investment. [Visit Website](https://mannmortgage.com/) --- ### [Solganick & Co.](https://clutch.co/profile/solganick-co) - $250,000+ minimum project size - 10 - 49 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 75% Commercial Financing - 25% Funding & Investment #### Company description Solganick & Co. Is a Commercial Financing company established in 2009. Their team offers Commercial Financing and Funding & Investment. [Visit Website](https://solganick.com) --- ### [Greenleaf Management](https://clutch.co/profile/greenleaf-management) - 50 - 249 employees - Norcross, GA #### Services Provided - Allocation of Expertise by Percentage - 40% Commercial Property Management - 60% Funding & Investment #### Company description Located in Norcross, Georgia, Greenleaf Management is a Funding & Investment company. They offer Funding & Investment and Commercial Property Management. [Visit Website](https://www.gogreenleafmanagement.com/) --- ### [Fast Capital 360](https://clutch.co/profile/fast-capital-360) - 50 - 249 employees - Newtown, PA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Fast Capital 360 is a Commercial Financing and Funding & Investment company. Headquartered in Newtown, Pennsylvania, the agency focuses on Commercial Financing and Funding & Investment. [Visit Website](https://www.fastcapital360.com) --- ### [Scale Funding](https://clutch.co/profile/scale-funding) - 50 - 249 employees - Edina, MN #### Services Provided - Allocation of Expertise by Percentage - 5% Commercial Financing - 95% Funding & Investment #### Company description Funding & Investment company Scale Funding offers Funding & Investment and Commercial Financing. They were launched in 1994. [Visit Website](https://getscalefunding.com/) --- ### [First Pacific Bank](https://clutch.co/profile/first-pacific-bank) - 50 - 249 employees - Whittier, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company First Pacific Bank was founded in 2006. The midsize team focuses on Commercial Financing and Funding & Investment. [Visit Website](https://www.firstpacbank.com/) --- ### [Rockpoint Legal Funding](https://clutch.co/profile/rockpoint-legal-funding) - 50 - 249 employees - El Segundo, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Funding & Investment - 20% Litigation Support Services #### Company description 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. [Visit Website](https://rockpointlegalfunding.com/) --- ### [Champion Cash Loans](https://clutch.co/profile/champion-cash-loans) - $5,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - Lafayette, IN #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Champion Cash Loans is a small Commercial Financing and Funding & Investment company established in 2006. Their services include Commercial Financing and Funding & Investment. [Visit Website](https://championcashloans.com/locations/title-loans-lafayette-in/) --- ### [Griffin Funding](https://clutch.co/profile/griffin-funding) - 10 - 49 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Griffin Funding, a Commercial Financing and Funding & Investment company, focuses on Commercial Financing and Funding & Investment. The agency is based in San Diego, California. [Visit Website](http://www.griffinfunding.com) --- ### [Equipment Leases Inc.](https://clutch.co/profile/equipment-leases) - $100,000+ minimum project size - 250 - 999 employees - Cottonwood Heights, UT #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Equipment Leases Inc. Is a midsize Cottonwood Heights, Utah-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment. [Visit Website](https://equipmentleases.com/) #### Very responsive Equipment Leases Inc. is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [BizBooksAdvice](https://clutch.co/profile/bizbooksadvice) - 250 - 999 employees - East Wenatchee, WA #### Services Provided - Allocation of Expertise by Percentage - 33% Accounting - 34% Finance & Accounting Outsourcing (FAO) - 33% Funding & Investment #### Company description BizBooksAdvice, a midsize Finance & Accounting Outsourcing (FAO) company, is located in East Wenatchee, Washington. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting. [Visit Website](https://www.bizbooksadvice.com/) --- ### [Passive Capital Managament](https://clutch.co/profile/passive-capital-managament) - 1,000 - 9,999 employees - Baltimore, MD #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description Founded in 2007, Passive Capital Managament is a Financial Advising & Planning and Funding & Investment company. The company provides Financial Advising & Planning and Funding & Investment. [Visit Website](https://passivecapital.com/) #### 100% of employees work in Baltimore office Baltimore, 2650 Quarry Lake 501 - 750 employees 13154783130 Baltimore, MD 2650 Quarry Lake Drive 201 - 250 employees [See All Locations (2)](https://clutch.co/profile/passive-capital-managament#location) --- ### [Team Kat & Mouse](https://clutch.co/profile/team-kat-mouse) - $200 - $300 average hourly rate - 2 - 9 employees - Palm Beach Gardens, FL #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description 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. [Visit Website](https://www.teamkatandmouse.com/) --- ### [Global Financial Consultants](https://clutch.co/profile/global-financial-consultants) - 10 - 49 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 5% Financial Consulting - 75% Funding & Investment - 20% Business Consulting #### Company description Based in San Francisco, California, Global Financial Consultants is a Funding & Investment company. Their services include Funding & Investment and Business Consulting. [Visit Website](https://www.blinx.biz/al-assets-bg-finance-group) --- ### [Absolute Advisors](https://clutch.co/profile/absolute-advisors) - $1,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees - Miami, FL #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Absolute Advisors, a Funding & Investment company, was launched in 2021. The small team specializes in Funding & Investment. [Visit Website](https://absoluteadvisers.com) --- ### [The Venture Growth Hub](https://clutch.co/profile/venture-growth-hub) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Dover, DE #### Services Provided - Allocation of Expertise by Percentage - 5% Business Valuation Services - 5% Corporate Law - 60% Funding & Investment - 20% Business Consulting - 5% Recruitment Process Outsourcing - 5% Staffing #### Company description 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. [Visit Website](https://www.venturegrowthhub.com/) --- ### [Altoma Real Estate Advisors, Inc.](https://clutch.co/profile/altoma-real-estate-advisors) - 10 - 49 employees - Capitola, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company Altoma Real Estate Advisors, Inc. Is headquartered in Capitola, California. They specialize in Commercial Financing and Funding & Investment. [Visit Website](http://www.altoma.com) --- ### [Commercial Funding](https://clutch.co/profile/commercial-funding) - 10 - 49 employees - Salt Lake City, UT #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Funding, a Commercial Financing and Funding & Investment company, was founded in 2017. The team specializes in Commercial Financing and Funding & Investment. [Visit Website](https://www.commercialfund.com/) --- ### [Arixa Capital](https://clutch.co/profile/arixa-capital) - 10 - 49 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description 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. [Visit Website](http://www.arixacapital.com) --- ### [North Star Leasing - A Division of Peoples Bank](https://clutch.co/profile/north-star-leasing-division-peoples-bank) - $1,000+ minimum project size - 10 - 49 employees - Burlington, VT #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description 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. [Visit Website](http://www.northstarleasing.com/) --- ### [Wangard Partners](https://clutch.co/profile/wangard-partners) - 50 - 249 employees - Wauwatosa, WI #### Services Provided - Allocation of Expertise by Percentage - 35% Commercial Development - 15% Commercial Financing - 30% Commercial Property Management - 20% Funding & Investment #### Company description Commercial Development company Wangard Partners offers Commercial Development and Commercial Property Management. They are located in Wauwatosa, Wisconsin. [Visit Website](https://www.wangard.com) --- ### [Truebluepartners](https://clutch.co/profile/truebluepartners) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - San Francisco Bay Area, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Truebluepartners is a Commercial Financing and Funding & Investment company established in 2014. The company specializes in Commercial Financing and Funding & Investment, and is small. [Visit Website](https://truebluepartners.com/) --- ### [1435 Capital](https://clutch.co/profile/1435-capital) - 10 - 49 employees - Montgomery, NJ #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description 1435 Capital is a small Commercial Financing and Funding & Investment company. Founded in 2021, the team specializes in Commercial Financing and Funding & Investment. [Visit Website](https://1435capital.com/) --- ### [Park Place Finance LLC](https://clutch.co/profile/park-place-finance) - $25,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - Austin, TX #### Services Provided - Allocation of Expertise by Percentage - 65% Funding & Investment - 35% Insurance Services & Brokers #### Company description In Austin, Texas, Park Place Finance LLC is a Funding & Investment company. The team offers Funding & Investment and Insurance Services & Brokers. [Visit Website](https://parkplacefinance.com/) --- ### [SWISH FUNDING, LLC](https://clutch.co/profile/swish-funding) - 10 - 49 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description SWISH FUNDING, LLC is a small Funding & Investment company founded in 2021. Their services include Funding & Investment. [Visit Website](https://swishfunding.com/v6) --- ### [Nurp](https://clutch.co/profile/nurp) - 50 - 249 employees - Miami, FL #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Nurp is a midsize Funding & Investment company. They offer Funding & Investment and were established in 2023. [Visit Website](https://www.nurp.com) --- ### [EB-5 Choice](https://clutch.co/profile/eb-5-choice) - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 15% Financial Advising & Planning - 45% Funding & Investment - 40% Immigration Law #### Company description 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. [Visit Website](https://www.eb-5choice.com/) --- ### [Goldstone Financial Group](https://clutch.co/profile/goldstone-financial-group) - 250 - 999 employees - Oakbrook Terrace, IL #### Services Provided - Allocation of Expertise by Percentage - 25% Finance & Accounting Outsourcing (FAO) - 25% Financial Advising & Planning - 25% Financial Consulting - 25% Funding & Investment #### Company description Goldstone Financial Group is a Finance & Accounting Outsourcing (FAO) company. Founded in 2008, the firm offers Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning. [Visit Website](https://www.goldstonefinancialgroup.com/) --- ### [TaliMar Financial](https://clutch.co/profile/talimar-financial) - $250,000+ minimum project size - $300+ average hourly rate - 2 - 9 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description TaliMar Financial, a Commercial Financing and Funding & Investment company, focus on Commercial Financing and Funding & Investment. They were founded in 2008. [Visit Website](https://talimarfinancial.com/) --- ### [Startup Fundraising](https://clutch.co/profile/startup-fundraising) - 2 - 9 employees - Darien, CT #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Consulting - 50% Funding & Investment #### Company description Founded in 2024, Startup Fundraising is a small Funding & Investment and Financial Consulting company. Their services include Funding & Investment and Financial Consulting. [Visit Website](https://startupfundraising.com/) --- ### [Tialma](https://clutch.co/profile/tialma) - $1,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description 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. [Visit Website](https://www.tialma.com/) --- ### [PLEX Capital LLC](https://clutch.co/profile/plex-capital) - 10 - 49 employees - Overland Park, KS #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description PLEX Capital LLC is a Commercial Financing and Funding & Investment company launched in 2019. The company offers Commercial Financing and Funding & Investment. [Visit Website](http://www.plexcapital.com) --- ### [Preferred Funding Group](https://clutch.co/profile/preferred-funding-group) - 10 - 49 employees - West Dundee, IL #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Preferred Funding Group is a Funding & Investment company. The team is based in West Dundee, Illinois, and their services include Funding & Investment. [Visit Website](https://preferredfundinggroup.com/) --- ### [Capstone Capital Partners (Investing)](https://clutch.co/profile/capstone-capital-partners-investing) - 10 - 49 employees - Cedar Park, TX #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Funding & Investment company Capstone Capital Partners (Investing) was launched in 2012. The team focuses on Funding & Investment. [Visit Website](https://www.capstoneinvesting.com/) --- ### [CapitalConnect](https://clutch.co/profile/capitalconnect) - 10 - 49 employees - Keller, TX #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description CapitalConnect, a Financial Advising & Planning and Funding & Investment company, offers Financial Advising & Planning and Funding & Investment. The firm is in Keller, Texas. [Visit Website](https://www.capitalconnect.me) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences. Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria. 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. 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