# Best Financial Consulting Providers *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Financial consulting firms provide businesses with financial advice in order to improve financial strategy, create more efficient procedures, and ultimately maximize revenue. With an in-depth understanding of the fiscal world, financial consultants carefully examine monetary aspects of businesses and are often able to offer insight that may not be apparent to those within the organization. Businesses will typically work with financial consultants during times of slow growth or while facing other uncertainties. Typically, financial consultants work directly with a company’s chief financial officer or someone in a related role. Some financial consultants work in independent firms, while others work within [accounting firms](https://www.g2.com/categories/accounting-firms) or larger consulting firms. ## Category Overview **Total Products under this Category:** 262 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 600+ Authentic Reviews - 262+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Top-Rated Products (Ranked by G2 Score) ### 1. [MSA](https://www.g2.com/products/msa/reviews) MSA is a full-service accounting and strategic advisory partner that assists since 2011 foreign SMEs in the Chinese market and across other Asian markets with accounting, finance, and strategic business needs. **Average Rating:** 4.9/5.0 **Total Reviews:** 34 **Seller Details:** - **Seller:** [MSA](https://www.g2.com/sellers/msa) - **Year Founded:** 2011 - **HQ Location:** Huangpu District, CN - **LinkedIn® Page:** https://www.linkedin.com/company/msa-asia/ (88 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 29% Small-Business, 29% Mid-Market ### 2. [Deloitte Consulting](https://www.g2.com/products/deloitte-consulting/reviews) Deloitte is an accounting firms and professional services network that provides audit, tax, consulting, enterprise risk and financial advisory services **Average Rating:** 4.2/5.0 **Total Reviews:** 62 **Seller Details:** - **Seller:** [Deloitte](https://www.g2.com/sellers/deloitte) - **Year Founded:** 1845 - **HQ Location:** New York, NY - **Twitter:** @Deloitte (564,452 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1038/ (515,538 employees on LinkedIn®) - **Phone:** +1 212 492 4000 **Reviewer Demographics:** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 74% Enterprise, 71% Mid-Market #### Pros & Cons **Pros:** - Knowledge (4 reviews) - Experience (3 reviews) - Expertise (3 reviews) - Collaboration (2 reviews) - Creativity (2 reviews) **Cons:** - Miscommunication (2 reviews) - Expensive (1 reviews) - Limited Availability (1 reviews) - Outsourcing Issues (1 reviews) - Time Zone Issues (1 reviews) ### 3. [PricewaterhouseCoopers (PwC)](https://www.g2.com/products/pricewaterhousecoopers-pwc/reviews) We occupy a leading position on the market for auditing and consultancy. PwC provides support to clients from all sectors to enable them to obtain their objectives – thanks to our worldwide network, the opportunities are boundless. If you would like to know something about PwC, the best way would be for us to first tell you about our clients – this is because we are serious when we say that you enjoy top priority at PwC. PwC advises groups and family-owned companies, industrial and service companies, global players and local heroes, the public sector, associations and NGOs. Because they are able to rely on us, we are the leading auditing and consultancy company in Germany. And because more than 13,000 specialists with around 600 partners at 21 locations in Germany are working every day to ensure that this trust is justified. The services provided by PwC to its clients are spread over three divisions: Audit and audit-related services (Assurance), tax and legal advice (Tax & Legal) as well as deals and consulting (Advisory). The experts in the respective divisions work together to enable comprehensive and long-term assistance to be provided to clients – whereby we of course comply strictly with the legal requirements when we provide advice as well as auditing services to a company. Our work would be inconceivable without integrity, objectivity and a professional approach. We accompany you wherever you want to go What else can our clients expect from PwC? Solutions which are based on modern theories and methods and which at the same time have demonstrated their worth in practical applications. Decades of experience. Extensive sector knowledge and expertise. Quality in all respects – and support and professional services provided across all borders. Because PwC Germany is an independent member of the global PwC network and is able to access the support provided by more than 327,000 people in 152 countries throughout the world. This means that we provide support to companies not only in all phases of their development but also at all locations. **Average Rating:** 4.2/5.0 **Total Reviews:** 38 **Seller Details:** - **Seller:** [PwC](https://www.g2.com/sellers/pwc) - **Year Founded:** 1998 - **HQ Location:** United Kingdom - **Twitter:** @PwC (204,530 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1044/ (294,742 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Accounting - **Company Size:** 47% Mid-Market, 37% Enterprise #### Pros & Cons **Pros:** - Expertise (2 reviews) - Knowledge (2 reviews) - Collaboration (1 reviews) - Technical Expertise (1 reviews) ### 4. [Ernst & Young](https://www.g2.com/products/ernst-young/reviews) One of the world's leading professional services organizations, helps companies across the globe to identify and capitalize on business opportunities. **Average Rating:** 4.1/5.0 **Total Reviews:** 20 **Seller Details:** - **Seller:** [Ernst & Young (E&Y)](https://www.g2.com/sellers/ernst-young-e-y) - **Year Founded:** 1989 - **HQ Location:** London - **LinkedIn® Page:** https://www.linkedin.com/company/ernstandyoung (395,189 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 70% Enterprise, 40% Mid-Market ### 5. [Zeni](https://www.g2.com/products/zeni/reviews) Zeni is an AI bookkeeping software backed by a dedicated finance team. With a comprehensive suite of financial tools and services, you can leverage automation to save 70 hours per month and increase the accuracy of your financial operations What Zeni Does: - AI Agents for Bookkeeping & Reconciliation - Instant Read on Cash Flow & Burn - Automated Bill Pay, Invoicing & Expense Controls - Dedicated Finance Team Oversight - Multi-Entity + Multi-Currency Accounting No waiting on month-end closes. No back-and-forth spreadsheets. Just always-up-to-date financials. The Impact: Teams reclaim time, eliminate manual errors, and run their business with real-time financial intelligence. **Average Rating:** 4.6/5.0 **Total Reviews:** 81 **Seller Details:** - **Seller:** [Zeni](https://www.g2.com/sellers/zeni) - **Company Website:** https://www.zeni.ai/ - **Year Founded:** 2019 - **HQ Location:** Palo Alto, US - **LinkedIn® Page:** https://www.linkedin.com/company/zeni-ai/ (416 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 86% Small-Business, 7% Mid-Market ### 6. [Fiserv](https://www.g2.com/products/fiserv/reviews) Fiserv is a global leader in financial services technology solutions that help clients to move and manage money with ease, speed and convenience. **Average Rating:** 4.3/5.0 **Total Reviews:** 14 **Seller Details:** - **Seller:** [Fiserv](https://www.g2.com/sellers/fiserv) - **Year Founded:** 1984 - **HQ Location:** Milwaukee, US - **Twitter:** @Fiserv (26,418 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3364/ (33,059 employees on LinkedIn®) - **Ownership:** BMV:FISV **Reviewer Demographics:** - **Top Industries:** Banking - **Company Size:** 43% Mid-Market, 36% Enterprise ### 7. [Goldman Sachs](https://www.g2.com/products/goldman-sachs/reviews) Goldman Sachs is a leading global investment banking, securities, and investment management firm that provides a wide range of financial services to a substantial and diversified client base, including corporations, financial institutions, governments, and high-net-worth individuals. Founded in 1869, the firm is headquartered in New York City and operates offices in major financial centers worldwide. Goldman Sachs is renowned for its expertise in investment banking, trading, asset management, and wealth management, consistently delivering innovative financial solutions and strategic advice to its clients. Key Features and Functionality: - Investment Banking: Offers comprehensive advisory services on mergers and acquisitions, divestitures, corporate defense activities, restructurings, and spin-offs. The firm also provides underwriting services for debt and equity offerings, assisting clients in raising capital through public and private markets. - Global Markets: Facilitates trading and market-making activities across various asset classes, including equities, fixed income, currencies, and commodities. Goldman Sachs provides liquidity and risk management solutions to institutional clients, leveraging its extensive global network and deep market insights. - Asset Management: Manages assets across a broad spectrum, including equity, fixed income, hedge funds, private equity, real estate, and infrastructure. The firm offers customized investment solutions and advisory services to institutional and individual investors, aiming to meet diverse financial objectives. - Wealth Management: Provides personalized financial planning, investment advisory, and private banking services to high-net-worth individuals, family offices, and foundations. Goldman Sachs leverages its global resources and expertise to help clients preserve and grow their wealth over the long term. - Platform Solutions: Offers innovative financial products and services, including digital banking platforms like Marcus by Goldman Sachs, which provides personal loans, savings accounts, and other consumer financial products. The firm also partners with major brands to embed financial products into their ecosystems, enhancing customer experiences. Primary Value and Solutions Provided: Goldman Sachs delivers significant value to its clients by offering expert financial advisory, capital raising, and risk management solutions tailored to their unique needs. The firm's deep market knowledge, global reach, and commitment to excellence enable clients to navigate complex financial landscapes, seize growth opportunities, and achieve their strategic objectives. By providing a comprehensive suite of services across investment banking, trading, asset management, and wealth management, Goldman Sachs addresses the diverse financial challenges faced by its clients, fostering long-term partnerships and driving sustainable success. **Average Rating:** 4.1/5.0 **Total Reviews:** 11 **Seller Details:** - **Seller:** [Goldman Sachs](https://www.g2.com/sellers/goldman-sachs) - **Year Founded:** 2006 - **HQ Location:** Atlanta - **Twitter:** @GoldmanSachs (1,128,160 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/greenskyinc (1,085 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 36% Enterprise, 36% Mid-Market ### 8. [KPMG](https://www.g2.com/products/kpmg/reviews) We offer broad management consulting skills including technology enablement. **Average Rating:** 4.2/5.0 **Total Reviews:** 22 **Seller Details:** - **Seller:** [KPMG](https://www.g2.com/sellers/kpmg-e2874d4d-01ea-4fab-aa80-7344e39b9d73) - **HQ Location:** New York - **LinkedIn® Page:** https://www.linkedin.com/company/kpmg-us (53,478 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Accounting - **Company Size:** 50% Mid-Market, 36% Small-Business ### 9. [Paro.ai](https://www.g2.com/products/paro-ai/reviews) Paro is a growth platform that brings an expert talent community and businesses together to navigate immediate challenges and architect a plan for long-term success. Powered by proprietary AI technology and in-depth industry expertise, Paro matches businesses with the best-fit expert and solution to solve problems and drive growth. Our elite community of finance and accounting experts provides a range of services to clients, from bookkeeping and accounting to highly specialized corporate development and strategic advisory. By harnessing the power of people and technology, Paro empowers businesses and professionals to pursue meaningful work and go beyond even their loftiest goals. **Average Rating:** 3.7/5.0 **Total Reviews:** 13 **Seller Details:** - **Seller:** [Paro.ai](https://www.g2.com/sellers/paro-ai) - **Year Founded:** 2015 - **HQ Location:** Chicago, IL - **Twitter:** @Paro_GoBeyond (3,808 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/paro-ai (288 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 62% Small-Business, 31% Enterprise ### 10. [Wolters Kluwer](https://www.g2.com/products/wolters-kluwer/reviews) Wolters Kluwer offers a comprehensive suite of financial solutions designed to enhance efficiency, ensure compliance, and drive informed decision-making for financial institutions. Their products integrate advanced technologies with deep industry expertise to address the complex challenges faced by finance professionals. Key Features and Functionality: - OneSumX for Finance, Risk, and Regulatory Reporting: An integrated platform that provides a unified data model, accounting hub, and financial reporting system. It supports multi-entity, multi-GAAP consolidation, ensuring accurate and timely regulatory compliance. - CASH Suite: A multi-module solution that streamlines commercial lending processes, including financial analysis, risk management, pricing, credit communication, and portfolio management. - Expere: A centralized compliance system that automates document generation across various business lines, ensuring consistency and accuracy in compliance documentation. - eOriginal eAsset® Management: An electronic asset management system that enables secure creation, management, and monetization of digital loan assets, ensuring compliance and legal enforceability throughout the loan lifecycle. Primary Value and Solutions Provided: Wolters Kluwer's financial solutions empower institutions to navigate the complexities of regulatory compliance, risk management, and financial reporting. By integrating advanced technologies with expert insights, these solutions enhance operational efficiency, reduce compliance risks, and provide actionable data for strategic decision-making. Financial institutions benefit from streamlined processes, improved accuracy, and the ability to adapt to evolving regulatory landscapes, ultimately driving business growth and stability. **Average Rating:** 3.0/5.0 **Total Reviews:** 14 **Seller Details:** - **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1) - **Year Founded:** 1987 - **HQ Location:** Alphen aan den Rijn, NL - **Twitter:** @Wolters_Kluwer (17,830 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/wolters-kluwer/ (21,934 employees on LinkedIn®) - **Ownership:** AMS:WKL **Reviewer Demographics:** - **Company Size:** 57% Small-Business, 21% Mid-Market ### 11. [Baker Tilly](https://www.g2.com/products/baker-tilly-baker-tilly/reviews) Earning Sage Intacct’s Partner of the Year for the 11th consecutive year is a testament to Baker Tilly's unwavering commitment to helping their customers revolutionize their businesses. One trusted partner, 5 key benefits: - Simplified and quick buying process - 2000+ successful Sage Intacct implementations - Award-winning Customer Success and Support teams with an NPS of 85 - Industries strongest development team creating last mile solutions - Backed by the strength and depth of Baker Tilly, a top 10 leading advisory, tax and assurance firm Drive your organization forward with Baker Tilly’s cloud-based financial solutions. Designed for speed, flexibility and scalability, our solutions streamline accounting processes so you can focus on strategy. We specialize in working with growing businesses, ensuring tailored solutions for substantial growth. With over 2,000+ successful implementations and an impressive NPS of 85, we deliver exceptional customer experiences. Our innovative enhancements, integrations and analytics built within Sage Intacct empower your organization to achieve sustainable growth. Baker Tilly’s world-class implementation and support help you maximize your investment and drive your business forward. **Average Rating:** 4.7/5.0 **Total Reviews:** 116 **Seller Details:** - **Seller:** [Baker Tilly](https://www.g2.com/sellers/baker-tilly) - **Company Website:** https://www.bakertilly.com - **Year Founded:** 1931 - **HQ Location:** Chicago, IL - **Twitter:** @bakertillyus (2,534 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10169 (10,513 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Controller, CFO - **Top Industries:** Non-Profit Organization Management, Religious Institutions - **Company Size:** 69% Mid-Market, 26% Small-Business ### 12. [Healy Consultants](https://www.g2.com/products/healy-consultants/reviews) Strategic marketing agency working to make your business thrive. We specialize in marketing strategy development and achieve excellence in execution. **Average Rating:** 4.8/5.0 **Total Reviews:** 15 **Seller Details:** - **Seller:** [Healy Consultants](https://www.g2.com/sellers/healy-consultants) - **Year Founded:** 2003 - **HQ Location:** Singapore, Singapore - **LinkedIn® Page:** https://www.linkedin.com/company/1754508/ (27 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Legal Services - **Company Size:** 80% Small-Business, 20% Mid-Market ### 13. [AlixPartners](https://www.g2.com/products/alixpartners/reviews) AlixPartners is a firm that provides business and financial advisory services including operations efficiency, revenue optimization, cost management, margin expansion, and enterprise transformation advisory services. **Average Rating:** 4.3/5.0 **Total Reviews:** 4 **Seller Details:** - **Seller:** [AlixPartners](https://www.g2.com/sellers/alixpartners) - **HQ Location:** New York, New York, United States - **Twitter:** @AlixPartnersLLP (4,403 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/alixpartners (3,794 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 50% Mid-Market, 25% Enterprise ### 14. [Ampere](https://www.g2.com/products/ampere/reviews) Ampere, an all-in-one neobank that allows business owners to manage all the essential business financial operations in one place. Ampere allows businesses to: - Accept payments by cards and bank transfers - Make instant payments via SWIFT or SEPA as well as payments by card - Automatically convert funds into popular currencies - Generate and send invoices to customers with its Smart Invoicing System - Use mobile phone as a terminal - Get instant low-interest loans - Use acquiring services - Manage business accounts and taxes **Average Rating:** 4.9/5.0 **Total Reviews:** 4 **Seller Details:** - **Seller:** [Ampere](https://www.g2.com/sellers/ampere) - **Year Founded:** 2022 - **HQ Location:** West End, GB - **LinkedIn® Page:** https://www.linkedin.com/company/amperebanking/ (32 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 15. [Nortos](https://www.g2.com/products/nortos/reviews) Nortos provides high-quality, cost-effective and tailored CFO services for fast-growing companies and SMEs. **Average Rating:** 5.0/5.0 **Total Reviews:** 4 **Seller Details:** - **Seller:** [Nortos](https://www.g2.com/sellers/nortos) - **Year Founded:** 2023 - **HQ Location:** Düsseldorf, DE - **LinkedIn® Page:** https://www.linkedin.com/company/nortos/ (3 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 50% Small-Business, 25% Mid-Market ### 16. [Pilot](https://www.g2.com/products/pilot/reviews) We’re the largest startup and small business-focused accounting firm in the US with a team of 300+ US-based employees. Our accountants, fractional CFOs, and tax specialists are dedicated to building a strong finance foundation for your business. We offer bookkeeping, CFO, tax services, and more for thousands of companies, ranging from two founders in a garage to hundred-person teams. Whether you’re looking to strengthen your decision-making or want a hands-off compliance solution, we'll tailor our services to your unique needs. See Pilot in action with our 8-minute demo: https://pilot.com/demo Talk to an expert: https://pilot.com/talk-to-expert **Average Rating:** 4.7/5.0 **Total Reviews:** 138 **Seller Details:** - **Seller:** [Pilot](https://www.g2.com/sellers/pilot) - **Company Website:** https://pilot.com - **Year Founded:** 2016 - **HQ Location:** San Francisco, CA - **Twitter:** @PilotHQ (2,867 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/pilothq/ (419 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 96% Small-Business, 4% Mid-Market ### 17. [ProjectionHub](https://www.g2.com/products/projectionhub/reviews) ProjectionHub is the innovative solution for sales management. Give the visibility of financial via projection of revenue, expenses, asset and liability to the entrepreneurs. So that they can get more idea of the business plans and investment. **Average Rating:** 4.6/5.0 **Total Reviews:** 4 **Seller Details:** - **Seller:** [ProjectionHub](https://www.g2.com/sellers/projectionhub) - **Year Founded:** 2012 - **HQ Location:** Indianapolis, US - **Twitter:** @ProjectionHub (602 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2592589 (6 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 50% Mid-Market, 25% Enterprise ### 18. [R2 Advisors PC](https://www.g2.com/products/r2-advisors-pc/reviews) At R2 Advisors, we are a leading consulting firm specializing in financial management, strategic advisory, accounting services, and technology integration for businesses in various industries. We bring a wealth of expertise to every engagement, offering customized solutions that drive efficiency, scalability, and long-term success. As a certified Sage Intacct partner, we offer top-tier cloud-based financial solutions tailored to your specific needs, whether you're looking to optimize accounting processes, improve financial reporting, or automate workflows. Our deep industry knowledge spans real estate, technology, professional services, and government contracting, enabling us to offer targeted, impactful advice that helps businesses navigate complex financial landscapes. Why Choose R2 Advisors: Comprehensive Expertise: From accounting software implementation (like Sage Intacct) to blockchain-based financial systems, we integrate cutting-edge technology to streamline your financial processes. Tailored Financial Solutions: Our advisors work closely with you to design strategic financial plans that fit your unique business objectives. Expertise in Niche Markets: We specialize in serving businesses in sectors like government contracting, real estate, nonprofits, and emerging markets, providing specialized knowledge for each. Proven Track Record: We’ve helped businesses optimize their financial strategies, enhance operational efficiency, and navigate complex regulatory environments. Client-Centric Approach: We believe in building lasting relationships, offering ongoing support and proactive solutions to ensure your business thrives. **Average Rating:** 5.0/5.0 **Total Reviews:** 4 **Seller Details:** - **Seller:** [R2 Advisors PC](https://www.g2.com/sellers/r2-advisors-pc) - **Year Founded:** 2018 - **HQ Location:** Mclean, US - **LinkedIn® Page:** https://www.linkedin.com/company/r2-advisors-pc (4 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 50% Mid-Market, 50% Small-Business ### 19. [BAI](https://www.g2.com/products/bai/reviews) BAI is a financial services agency that works to give leaders confidence to make smart business decisions. **Average Rating:** 2.7/5.0 **Total Reviews:** 3 **Seller Details:** - **Seller:** [BAI](https://www.g2.com/sellers/bai) - **Year Founded:** 1924 - **HQ Location:** Chicago, US - **Twitter:** @BAI_Info (11,345 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10766 (682 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 33% Mid-Market, 33% Small-Business ### 20. [FTI Consulting](https://www.g2.com/products/fti-consulting/reviews) FTI Consulting is a business advisory firm that specializes in the fields of corporate finance and restructuring, economic consulting, forensic and litigation consulting, strategic communications and technology to help organizations manage change, mitigate risk and resolve disputes: financial, legal, operational, political & regulatory, reputational and transactional. **Average Rating:** 4.0/5.0 **Total Reviews:** 3 **Seller Details:** - **Seller:** [FTI Consulting](https://www.g2.com/sellers/fti-consulting-e86c0768-6d42-4695-a50c-99fa95f40577) - **HQ Location:** Washington, DC, US - **Twitter:** @FTIConsulting (13,563 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fti-consulting/ (10,042 employees on LinkedIn®) - **Ownership:** NYSE: FCN **Reviewer Demographics:** - **Company Size:** 100% Mid-Market ### 21. [McKinsey](https://www.g2.com/products/mckinsey/reviews) Leading global Management Consulting Firm **Average Rating:** 4.5/5.0 **Total Reviews:** 10 **Seller Details:** - **Seller:** [McKinsey](https://www.g2.com/sellers/mckinsey) - **Year Founded:** 1926 - **HQ Location:** United States - **Twitter:** @McKinsey (659,694 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/mckinsey (38,575 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 50% Small-Business, 40% Enterprise ### 22. [Personal Capital Wealth Management](https://www.g2.com/products/personal-capital-wealth-management/reviews) Personal Capital Wealth Management provides financial advisory services. **Average Rating:** 4.7/5.0 **Total Reviews:** 3 **Seller Details:** - **Seller:** [Personal Capital](https://www.g2.com/sellers/personal-capital) - **Year Founded:** 2014 - **HQ Location:** Englewood, Colorado, United States - **Twitter:** @PersonalCapital (18,885 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/empowertoday (12,769 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 67% Small-Business, 33% Mid-Market ### 23. [Sikich](https://www.g2.com/products/sikich/reviews) Sikich offers a formula of professional services uniquely crafted to address your business’s challenges and opportunities. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative services to help strengthen every dimension of your business. **Average Rating:** 4.1/5.0 **Total Reviews:** 10 **Seller Details:** - **Seller:** [Sikich](https://www.g2.com/sellers/sikich) - **Year Founded:** 1982 - **HQ Location:** Chicago, Illinois - **LinkedIn® Page:** https://www.linkedin.com/company/sikich/ (2,286 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 40% Mid-Market, 40% Small-Business ### 24. [EBC Financial Group](https://www.g2.com/products/ebc-financial-group/reviews) EBC Financial Group stands tall in the global financial arena as a symbol of unparalleled excellence. Their extensive international footprint has empowered them to understand and navigate the nuances of varied local markets keenly. This expertise ensures they tailor their services, meeting the distinctive needs of their diverse clientele and propelling their rapid global growth. In 2023, EBC's prowess was notably recognized when they secured Best FX Trading Platform and Best Trading Execution at the World Finance Forex Awards. These accolades speak volumes about their dominance and dedication to delivering top-tier trading solutions. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **Seller Details:** - **Seller:** [EBC Financial Group ](https://www.g2.com/sellers/ebc-financial-group) - **Year Founded:** 2020 - **HQ Location:** London, GB - **Twitter:** @EBCGROUP_Global (1,063 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ebcgroup/about/ (74 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 100% Small-Business ### 25. [Fintensy](https://www.g2.com/products/fintensy-fintensy/reviews) Fintensy designs, develops, and operates a portfolio of digital financial services tailored for both financial institutions and non-financial businesses seeking to integrate financial capabilities into their offerings. The company’s solutions are designed to streamline processes, enable digital transformation, and support embedded finance strategies across multiple industries. Fintensy’s software suite is built on an API-first, cloud-native architecture, allowing seamless integration with existing systems. All services are GDPR-compliant and developed with robust security standards. The platform is offered as white-label technology, enabling clients to deploy under their own brand without the need for a PSD2 agreement. Core offerings include: \* Easylending – A digital lending platform for automating the personal or business loan process, from application to decisioning, including KYC/AML checks, risk scoring, and document management. \* Lending as a Service – An end-to-end lending infrastructure for banks, credit institutions, and fintechs to launch and manage loan products without building in-house systems. \* Open Banking Services – Tools that connect to financial data sources for account aggregation, transaction categorization, and data-driven insights, enabling new customer experiences and improving decision-making. Key features and capabilities: \* Modular, API-first design for flexible integration into existing workflows \* Cloud-hosted infrastructure for scalability and reduced operational overhead \* White-label deployment to match client branding and user experience \* Built-in compliance with GDPR and industry-standard security measures \* No PSD2 license requirement for service use Target audience: \* Banks and credit institutions \* Fintech companies \* Non-financial brands seeking to offer embedded finance \* Technology providers in need of financial services integration Typical use cases: \* Digital transformation of lending operations in traditional banks \* Embedded credit offerings within retail, e-commerce, or B2B platforms \* Leveraging open banking data for credit scoring or personal finance tools \* Rapid market entry for new fintech products without heavy infrastructure investment Fintensy collaborates with financial and technology partners to deliver secure, scalable, and adaptable solutions that meet evolving market demands. **Average Rating:** 4.8/5.0 **Total Reviews:** 2 **Seller Details:** - **Seller:** [Fintensy](https://www.g2.com/sellers/fintensy) - **Year Founded:** 2016 - **HQ Location:** Wavre, BE - **LinkedIn® Page:** https://www.linkedin.com/company/fintensy/ (4 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 50% Small-Business, 50% Mid-Market ## Parent Category [Business Finance Providers](https://www.g2.com/categories/business-finance) ## Related Categories - [Accounting Firms ](https://www.g2.com/categories/accounting-firms) - [Bookkeeping Services Providers](https://www.g2.com/categories/bookkeeping-services) - [Tax Services Providers](https://www.g2.com/categories/tax-services) --- ## Buyer Guide ### What You Should Know About Financial Consulting Services Financial consulting service providers offer businesses strategic services like auditing, compliance, decision-making, payment processing, and wealth and asset management. Businesses turn to these financial consulting providers to maintain agile business continuity and find expert advice for future investments and acquisitions.  As third-party consulting firms, financial service providers act as the financial backbone for different industries like healthcare, the public sector, nonprofits, and e-commerce. Using data-driven metrics and financial reporting tools, consultants offer deep insights into financial ratios and company data to evaluate your operating model and analyze cash investments for the company.  Financial consulting services are also useful to [accounting firms](https://www.g2.com/categories/accounting-firms), [accounting practice management](https://www.g2.com/categories/accounting-practice-management), [tax services](https://www.g2.com/categories/accounting-firms), [business finance](https://www.g2.com/categories/business-finance), [payroll services](https://www.g2.com/categories/payroll-services), and [budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting)to keep track of oncoming accounts and manage transactions in the long run. Top consulting firms include Deloitte, KPMG, Bain and Company, PriceWaterhouseCoopers (PwC), Boston Consulting Group (BCG), McKinsey, Goldman and Sachs, and Accenture. ### What are financial consulting services? Financial consulting services offer expert advice and consultation to businesses, individuals, entrepreneurs, and enterprises to give them financial clarity. They also use strategy consulting, financial analytics, [environmental, social and governance (ESG) reporting](https://www.g2.com/articles/esg-reporting), and corporate governance to optimize money goals and objectives. Financial consultants design long-term or short-term business agendas to increase profits for their client base. Financial consulting services can play a temporary role as accounting and bookkeeping agencies by handling payroll services, employee management, and tax and compliance processes.  Financial consulting also covers credit control, risk control, and opportunity analysis for businesses as their services. Some companies even educate their clients about financial literacy and planning. ### What is a financial consultant? Financial consultants help with general business planning and financial modeling by creating data-centric reports and [investment portfolios](https://www.g2.com/glossary/investment-portfolio-definition). They are involved in decision-making and revenue handling.  Financial consultants prepare data audits and advanced research to help their clients improve their financial stability. Clients get strategies for making commercial deals, [managing financial risks](https://www.g2.com/glossary/financial-risk-management-definition), designing business models, and planning goals. With the help of consultants, leadership can build efficient economic models to gain customer traction and stabilize net profit.  ### How do financial consulting services work?   Financial consulting services are provided by professionals who either hold chartered financial consultant (ChFC) designation or another registered license with the Exchange Commission or Security.  They perform deep-rooted analyses to identify potential growth opportunities and to maintain a stable cash flow. Here is a general flow of how financial consulting services work. - **Initial assessment:** Financial consulting providers perform a takedown of a client’s current financial status. They analyze old investments, income tax statements, laws, policies, cash flow, competitive advantage, global business trends, new business initiatives, and performance improvement to get a clear-cut picture of the business. - **Analysis and evaluation:** Financial consulting providers engage in full-blown credit analysis and evaluation by studying company statements and the scope of income. They learn about accounting practices, variable and fixed assets, and inventory to compare them with market competitors. Further, they prepare closure reports stating the cause of every financial decision. - **Goal setting:** The financial consultant meets with the client to strategize short-term and long-term financial goals. They present enough data to justify these decisions and support companies as they try to achieve their objectives. - **Financial planning:** With the client’s goals in mind, financial consultants set deadlines for fixing previous mistakes and create new guidelines for their stakeholders. These steps result in account management that recoups financial health and fosters awareness among stakeholders. - **Implementation:** After finalizing the strategic service rollout, the consultant and client implement the action items. This may include opening new investment streams, acquiring mergers, revamping post-purchasing policies, adding more source capital, or changing retirement initiatives to achieve success. - **Monitoring and review:** After implementation, financial consultants review their plan and make sure that there are no loopholes or misinterpretations. Review cycles help clients understand, validate, and adopt the new services wisely. The monitoring cycle also ensures that the financial reports are precise and correct. - **Client education:** Investing in the client’s financial literacy is a long-term objective for consultancy services. Throughout the process, consultants make clients aware of financial market situations, investment portfolios, tax slabs, and budget scenarios. - **Continued support:** Many financial services extend their availability after the contract expires. They often serve as trusted advisors who share their expertise on policies, market data, and changing regulations. This, in turn, increases the credibility of the financial consulting company and improves the relationship between the two firms.  ### Financial consultants vs. financial advisors Although these professionals can work interchangeably, both sides have different industry roles, as discussed below. **Financial consultants** provide services that extend beyond generic investment advice. They scrutinize a company’s operations and income flows to understand their methods of working and scope of profit. They take into account the growth graph or burn rate of a company’s capital to analyze future recovery strategies and diversion of pathways for company breakevens.  Various industries turn to financial consultants for estate planning, corporate guidance, digital banking, market analysis, capital markets, change management, [business continuity](https://www.g2.com/articles/business-continuity) planning, and insurance. They also serve as long-term advisors to company stakeholders as a goodwill initiative.  **Financial advisors** are board members of advisory firms who focus on providing investment banking advice or managing investment portfolios. Their primary goal is to analyze the investment health and funding processes to cut losses.  Financial advisory firms don’t charge a flat fee or commission from product sales, but they might have a fixed fee that they charge for their services. They’re also wary of the legal, financial, and regulatory compliance requirements and are able to suggest ways a company can follow corporate security and governance.  ### What is the difference between business consulting and financial consulting? There are a few overlaps between these independent streams of service consulting, but a few major differences are evident. They are stated below: **Financial consulting** analyzes the current financial situation of a business and gives them specific advise to sustain and grow in the long run. Financial consulting is an area of business that focuses exclusively on offering services like bookkeeping, investment management, financial analysis, and risk management. They also have the expertise to take a spot on an organization’s decision-making team.   They are concerned with the metrics followed by accounting and financial teams: annual growth rate, net recurring revenue, opportunity costs, economic profit, and variable margins. Reaching out to a financial provider steers you clear of fuzzy investments and increases your understanding of financial valuations and investment success.  They also guide tax planning, wealth management, loans, and systematic investment plans. They cater to outside investors and businesses of every size. **Business consulting** provides strategic services to improve a company’s overall performance. Consultants use their understanding of various departments to derive a suitable business plan for market expansion.   These consultants work in a “free play” across different businesses to appraise challenges, returns on investment (ROIs), customer acquisition plans, loyalty, and brand reputation to design an employee benefit plan. The severance plan aims to recoup the business’s current market position and raise the bar of quality.  Business consultants also aim to improve a brand’s customer-centric initiatives so that it grows at the same rate as its competitors and sustains its value in the market.  ### Benefits of working with a financial consultant Speaking with a financial consultant when your business is emerging is crucial to staying relevant and making sound monetary decisions for a stable growth journey. Here are some benefits that a financial consultant can bring to your company. - **Sector expertise and insights:** Financial consulting providers are registered agents with deep knowledge across various channels of banking, insurance, market infrastructure, payments, taxes, digital assets, and blockchains. Their subject matter expertise ensures that you’ll receive proper strategies and plans for your business. - **Market analysis:** Financial consultants bring an “outside-in” perspective to the company by applying outer competitive techniques to stabilize a company’s function. As experts in their field, they include market trends, provide whitespace, conduct competitive analyses, and evaluate current policies to devise a plan of action. This approach helps companies avoid futile processes and invest their energy into a more “profit-enabling” and financially flexible workflow. - **Customer-centric approach:** Financial consultants help companies understand and evaluate their current operating model, product generation lifecycle, capital expenditure, and customer experience to bring the important items to the table first. After designing an approach, they will evaluate the asset and liability divisions to assist with debt restructuring. - **Strategic forecasting and planning:** Financial consultants use advanced predictive modeling and data analytics to forecast beneficial outcomes that will ensure sustainable growth and improve the bottom line. The consultants come up with cost-effective approaches to reduce expenditure (implicit and explicit), save revenue, and build a smart business structure. - **Additional services:** Financial consulting services also offer support in auditing, exit strategy planning, debt and loans, valuations, and operations. Newer businesses can consult these agencies to raise funding and engage with angel investors. - **Customized financial planning:** Financial consultants develop personalized plans tailored to business segments, number of employees, capacity, skills, digital infrastructure, and risk tolerance. Their plans outline pointers for budgeting, tax savings, retirement plans, pension maturity, and estate planning.  - **Maximizing returns:** In addition to bringing fruitful advice, financial consultants are focused on delivering the maximum ROI for their services. Their goal is to use a company’s existing resources and make wise cash decisions to get the most out of their efforts. Optimizing cash flow operations and business transactions also helps build a solid financial status in the market. - **Peace of mind:** By working with a financial consultant, clients gain peace of mind knowing that their financial affairs are in capable hands. Consultants provide ongoing monitoring, support, and reassurance to help clients navigate financial challenges and stay on track toward their goals. ### Challenges of working with a financial consultant  From hiring fees to convincing stakeholders to get on board, quite a few challenges come up when working with financial consultants. - **Risk of delayed decisions:** Working with a financial consultant might cause a stir when it comes to a company’s standard decision-making. The delayed decisions might delay procedures and cause conflicts and strategic failure. The financial services consultants monitor regulatory compliance, business strategies, enterprise risk factors, and legal factors like[corporate social responsibility (CSR)](https://learn.g2.com/corporate-social-responsibility), employee laws, and so on.  - **Adopting technological advancements: ** With the global wave of AI and automation, businesses have to be careful in adapting these techniques in the financial sector. Failing to adhere to ethical technological advancements could result in bizarre financial decisions. - **Market volatility: ** Businesses need to understand how trends fluctuate and gears shift in their fields. Part of being in a contract with a financial consulting provider means that both parties have to build escape strategies and safety policies to protect the business from closing. You must monitor supply and demand chains and make capital investment decisions wisely. - **Data breaches and security challenges: ** Sharing a good deal of information with agencies has a risk of data breaches. As financial consultants gain full access to customer reports, orders, and sales proposals, it gets hard to store and manage sensitive information. - **Rising competition:**  A lot of companies are learning more about market awareness and applying financial principles to their businesses. This growing awareness and edification could pose a serious challenge to financial consultancy services that operate on the same principles. - **Resources and constraints:** Consulting with financial services could drain resources, overshoot deadlines, and put more pressure on project management teams. It might be hard for a business to allocate resources and capital for all departments and keep them motivated to work harder and within more constraints. - **The intricacy of projects:** Following up on a financial plan might be risky as it can eat into current customer projects. The advice of consultants might be different from your customer's expectations and can cause an emotional drain as well.  ### Who uses financial consulting services? Businesses of all sizes, as well as freelancers and entrepreneurs, also use financial consulting services. Here’s an overview of people who opt for financial consulting services.  - **Start-ups and large corporations:** These businesses seek guidance about securing funding, managing cash flow, developing financial models, and making strategic investments to guarantee financial health. - **Banks:** Financial consultants help banks assess loan applications, evaluate risk, and create new financial products, contributing to the bank's stability and competitiveness. - **Insurance Companies:** These consultants advise their clients about pricing insurance products, overseeing investments, and complying with regulations to ensure the solvency of the company and fair treatment of policyholders. - **Asset Managers:** In order to maximize returns while minimizing risks for their clients, asset managers use consultants to develop investment strategies, analyze markets, and supervise client portfolios. - **Non-Banking Financial Companies (NBFCs):** Similar to banks, NBFCs use consultants for loan assessment, risk management, and product development specific to their goods and services, catering to a range of financial needs that traditional banks can’t handle. - **Government Entities:** Governments may hire consultants for complex financial planning, budgeting, and infrastructure projects. - **Independent Investors:** These people seek personalized advice on wealth management, retirement planning, and investment strategies in order to work toward achieving their financial goals and securing their future. ### How do you choose the right financial consulting provider? To choose the right consulting provider, you have to follow a few key steps: - **Identify the key business concerns.** Enlist List your requirements and the objectives that you want to accomplish with the financial consulting service provider. Once you outline your needs and wants, circulate your proposal among the rest of the decision-makers in your company. Make sure to factor in your resources, capabilities, skills, constraints, and liquidity strength. - **Define the nature of the challenge.** Determine whether you’re seeking generic financial advice or need consultation for a specific issue. Address the root cause of your problem by analyzing previous business decisions and figuring out if the challenge you need to solve is strategic, managerial, or technical. - **Choose a financial consulting provider.** Align your financial and accounting teams, and understanding their viewpoints would help you shortlist the right provider. - **Dig deeper into the research.** Once clear on your goals, get neck-deep into the selection process. Check with service vendors, forums, review sites, community discussion threads, and former clients to find out as much as possible about your potential providers. Evaluate their services, pricing, experience, qualifications, work hours, scope of service, and licenses. - **Narrow down the list.** Once you identify the larger funnel, pare it down based on pros and cons, deliverables, and services offered. Check out comparison content pieces and shortlist 3-5 financial providers. - **Negotiation.** Connect with the financial providers from your shortlist and negotiate. Final negotiation should be based on pricing and rates, additional services, timelines, and anything else you’ve been looking for during your search. - **ROI analysis.** Analyze the ROI you expect from consultancy engagement.  ### Questions for potential financial consulting providers When doing your research, make sure you enquire about each firm’s previous qualifications, client profile, approach, fee, communication style, and commitment to hire the best provider. - What is your experience and expertise in financial consulting, particularly in areas relevant to my needs? - Can you provide examples of similar clients you have worked with and the results you achieved? - What approach do you take to developing customized financial plans for clients? - How do you typically communicate with clients, and how often do you provide updates on progress? - What is your fee structure, and which services are included in your fees? - Are you a fiduciary? - Which financial certifications do you have? - How do you stay current with changes in financial regulations, market trends, and investment strategies? - Can you explain your investment philosophy and how you select advisory services for clients? - What kind of ongoing support and services do you provide after the initial plan is implemented? - How do you measure success in your client engagements, and which metrics do you use to track progress? _Researched and written by _[_Samarth Bhat_](https://learn.g2.com/author/samarth-bhat) _Reviewed and edited by _[_Aisha West_](https://learn.g2.com/author/aisha-west)