# Best Financial Consulting Providers - Page 8 *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. ## G2 Grid® for Financial Consulting Providers ![G2 Grid® for Financial Consulting Providers plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-consulting/grids.png?focus%5B%5D=1370800&focus%5B%5D=22426&focus%5B%5D=113590&focus%5B%5D=1809429&focus%5B%5D=1132&focus%5B%5D=161000&focus%5B%5D=33426&focus%5B%5D=1244597) Highlighted products: MSA, Deloitte Consulting, PricewaterhouseCoopers (PwC), K-38 Consulting, Ernst & Young, Zeni, Fiserv, and Goldman Sachs. Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-consulting/grids.json?focus%5B%5D=msa&focus%5B%5D=deloitte-consulting&focus%5B%5D=pricewaterhousecoopers-pwc&focus%5B%5D=k-38-consulting&focus%5B%5D=ernst-young&focus%5B%5D=zeni&focus%5B%5D=fiserv&focus%5B%5D=goldman-sachs) ## How Many Financial Consulting Providers Products Does G2 Track? **Total Products under this Category:** 279 ### Category Stats (Jul 2026) - **Average Rating**: 4.51/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings *Last updated: July 11, 2026* ## How Does G2 Rank Financial Consulting Providers Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 700+ Authentic Reviews - 279+ 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. --- **Sponsored** ### CoCountant CCoCountant gives business owners decision-ready numbers without the overhead of building a finance team. From day one, you get a dedicated controller and bookkeeping pod who know your business, close the books in 10–15 days, and sign off on GAAP-ready statements you can trust. We work with startups, agencies, nonprofits, and growing teams across the U.S., covering bookkeeping, payroll, bill pay, AR, cash flow, and budgeting. Every plan comes with fast response times backed by SLAs, so you get answers in hours, not days. With CoCountant, you don’t just get clean books. You get clarity, confidence, and trust to your finance function. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=799&secure%5Bchosen_at%5D=2026-07-18T17%3A24%3A32Z&secure%5Bdisplayable_resource_id%5D=798&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=797&secure%5Bplacement_resource_ids%5D%5B%5D=798&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1340343&secure%5Bresource_id%5D=799&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-consulting%2Flocations%2Fdallas-tx-us&secure%5Btoken%5D=c67d17e7035c00154211919827461e12d003ef9cdeb9d08421900d6019fabf79&secure%5Burl%5D=https%3A%2F%2Fcocountant.com%2Fservices%2Fbookkeeping-services%2F%3Futm_source%3DG2%26utm_medium%3DBookkeeping%26utm_campaign%3DBookeeping-Topic&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Financial Consulting Providers Products in 2026? ### 1. [LAB Group Services](https://www.g2.com/products/lab-group-services/reviews) LAB Group Services is a B2B SAAS company providing a customer onboarding solution to financial services organisations in Australia and overseas. **Who Is the Company Behind LAB Group Services?** - **Seller:** [LAB Group Services](https://www.g2.com/sellers/lab-group-services) - **Year Founded:** 2010 - **HQ Location:** Melbourne, AU - **LinkedIn® Page:** https://www.linkedin.com/company/lab-group_2/ (49 employees on LinkedIn®) ### 2. [LBMC](https://www.g2.com/products/lbmc/reviews) LBMC is a professional services firm that offers accounting and finance, human resources, technology, risk and information security, and wealth advisory services for both businesses and high net wealth individuals. Their broad range of advisory and business consulting offerings were designed to focus on the needs of a diverse client base. **Who Is the Company Behind LBMC?** - **Seller:** [LBMC](https://www.g2.com/sellers/lbmc) - **Year Founded:** 1984 - **HQ Location:** Brentwood, Tennessee, United States - **Twitter:** @LBMC_PC (2,111 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/lbmc (755 employees on LinkedIn®) ### 3. [Ledger Labs](https://www.g2.com/products/ledger-labs/reviews) Ledger Labs is a CPA-led outsourced accounting and fractional CFO firm built for US small and midsize businesses in the $1M–$20M revenue range. Since 2014, our team of 75+ accountants, controllers, and fractional CFOs has helped 2,000+ ecommerce, SaaS, manufacturing, and real estate companies get clean books, accurate financials, and the strategic guidance they need to grow. We're a full finance back office, not just bookkeeping: • Accounting & bookkeeping - monthly close, triple-checked, on time. • Controller services - tighter controls, faster month-end closes. • Fractional CFO & advisory - cash flow planning, forecasting, and investor-ready reporting for fundraising. • Tax setup, review & filing - multi-state and federal compliance, with an IRS Enrolled Agent on staff. • ERP implementation & optimization - certified across NetSuite, Odoo, QuickBooks, Xero, Sage Intacct, Microsoft Dynamics, Acumatica, and Epicor. What makes us different: led by a CPA and IRS Enrolled Agent, deep ERP and ecommerce systems expertise, and fixed-fee pricing tied to results - not hours. Most clients are fully onboarded in two weeks, not three months. A trusted Bench, Pilot, and Bookkeeper360 alternative for founders who've outgrown basic bookkeeping. Book a free consultation: https://theledgerlabs.com/schedule-a-meeting/?utm\_source=listing&utm\_medium=G2&utm\_campaign=description+ **Who Is the Company Behind Ledger Labs?** - **Seller:** [Ledger Labs](https://www.g2.com/sellers/ledger-labs) - **Year Founded:** 2014 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/ledgerlabsinc (12 employees on LinkedIn®) ### 4. [LedgersCFO](https://www.g2.com/products/ledgerscfo/reviews) LedgersCFO provides expert bookkeeping, tax, CFO support, and cross-border compliance services specifically designed for startups. With a focus on financial accuracy and strategic insights, LedgersCFO helps businesses stay on top of their finances through tailored solutions. Key features include: Outsourced Bookkeeping Services: Ensure accurate monthly reports, expense tracking, and reconciliation. Tax Compliance Services: Handle complex tax filings such as 1120, 5471, 5472, R&D credits, and Delaware Franchise Tax. Fractional CFO & FP&A: Gain strategic financial insights for smarter money decisions, from budgeting to fundraising preparation. Company Registration & Incorporation Services: Set up your company with the right structure and compliance to avoid costly mistakes. Cross-Border Compliance: Navigate international tax laws and regulations with ease. LedgersCFO is trusted by startups across various industries, including SaaS, tech, real estate, and more, providing a comprehensive suite of financial services to support business growth and compliance. **Who Is the Company Behind LedgersCFO?** - **Seller:** [LedgersCFO](https://www.g2.com/sellers/ledgerscfo) - **Year Founded:** 2024 - **HQ Location:** Texas, US - **LinkedIn® Page:** https://www.linkedin.com/company/ledgerscfo/ (5 employees on LinkedIn®) ### 5. [Lincoln Financial Advisors](https://www.g2.com/products/lincoln-financial-advisors/reviews) Lincoln Financial Advisors Corporation is a broker/dealer and investment advisor firm that offers estate planning services in the areas of property ownership, distribution strategies, and estate tax reduction techniques; and retirement planning services, including needs assessment, retirement income modeling, benefits analysis, and asset allocation strategies. **Who Is the Company Behind Lincoln Financial Advisors?** - **Seller:** [Lincoln National](https://www.g2.com/sellers/lincoln-national) - **HQ Location:** Radnor, PA - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 6. [Longbridge](https://www.g2.com/products/longbridge/reviews) Launched in March 2019 by a team of Alibaba alumni, Longbridge is a social-driven online brokerage firm by perfecting the users' investment path on "Discovery → Learning → Trading". We are staying at the frontier of FinTech and harness the power of cutting-edge technology to deliver safe, rich, stable and efficient global investment experiences to leading Hong Kong Fintech revolution. Long Bridge Securities Limited (CE No.: BPX066), is a holder of Type 1, 4, and 9 licenses issued by the SFC. **Who Is the Company Behind Longbridge?** - **Seller:** [Longbridge](https://www.g2.com/sellers/longbridge) - **Year Founded:** 2019 - **HQ Location:** Downtown Core, SG - **LinkedIn® Page:** https://www.linkedin.com/company/37215514 (147 employees on LinkedIn®) ### 7. [Marcum LLP](https://www.g2.com/products/marcum-llp/reviews) Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland. **Who Is the Company Behind Marcum LLP?** - **Seller:** [Marcum](https://www.g2.com/sellers/marcum) - **Year Founded:** 1951 - **HQ Location:** New York, New York, United States - **Twitter:** @MarcumLLP (8,623 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/21984 (1,424 employees on LinkedIn®) ### 8. [MATERA Systems Informatica](https://www.g2.com/products/matera-systems-informatica/reviews) MATERA Systems is a global IT service provider, offering offshore software development & maintenance services (Java Technology). **Who Is the Company Behind MATERA Systems Informatica?** - **Seller:** [Matera](https://www.g2.com/sellers/matera) - **Year Founded:** 1987 - **HQ Location:** Philadelphia, Pennsylvania, United States - **LinkedIn® Page:** https://br.linkedin.com/company/matera (1,244 employees on LinkedIn®) ### 9. [Maveric Systems](https://www.g2.com/products/maveric-systems/reviews) Maveric Systems is a banking-exclusive technology specialist with over 25 years of domain depth, partnering with global financial institutions to engineer trust in AI-first banking. While others apply AI at the periphery, we embed it at the core, in operations and technology areas across retail & corporate banking, wealth management, and capital markets. Our banking domain expertise combined with a pragmatic and outcome-driven delivery model, and proprietary AI frameworks, ensures every AI initiative is rooted in contextual relevance and precision. Backed by dedicated AI Centers of Excellence, powerful ecosystem of technology platforms and recognised by leading industry bodies, we are the trusted engineering partner for the AI era. **Who Is the Company Behind Maveric Systems?** - **Seller:** [Maveric Systems](https://www.g2.com/sellers/maveric-systems) - **Year Founded:** 2000 - **HQ Location:** Chennai, IN - **LinkedIn® Page:** https://www.linkedin.com/company/maveric-systems-limited/ (3,076 employees on LinkedIn®) ### 10. [Mid Atlantic Capital Group](https://www.g2.com/products/mid-atlantic-capital-group/reviews) Mid Atlantic Capital Group is a leading provider of first-class custody, brokerage, trade processing, and financial services technology. Our broker/dealer, registered investment advisor, and trust company serve over 8,000 financial advisors and 500 financial institutions on behalf of more than 265,000 customer accounts and one million retirement plan beneficiaries. **Who Is the Company Behind Mid Atlantic Capital Group?** - **Seller:** [Mid Atlantic Capital Group](https://www.g2.com/sellers/mid-atlantic-capital-group) - **Year Founded:** 1983 - **HQ Location:** Pittsburgh, US - **LinkedIn® Page:** https://www.linkedin.com/company/708441 (103 employees on LinkedIn®) ### 11. [Midtown Consulting Financial Services](https://www.g2.com/products/midtown-consulting-financial-services/reviews) Midtown Consulting Group offers specialized consulting services tailored to the financial services industry, encompassing banks, credit unions, payment processors, investment firms, and fintech companies. MCG focuses on enhancing customer experience, driving revenue growth, managing risk, and ensuring regulatory compliance. Key Features and Functionality: - Data Analytics: MCG provides pattern analytics solutions that equip organizational leaders with critical insights for impactful decision-making, leading to successful outcomes. - Digital & Cloud Services: The firm assists clients in defining and executing digital and cloud-based strategies, facilitating digital transformations and cloud migrations to deliver sustainable shareholder value. - Innovation: MCG identifies opportunities for clients to enhance performance through innovative products and services, extending beyond internal improvements to create market-ready solutions. - Management Consulting: Trusted by major institutions, MCG assesses, calibrates, and determines optimal paths for adopting and implementing new strategies, processes, tools, and technologies. Primary Value and Solutions: MCG's primary value lies in its ability to transform financial services organizations by leveraging data analytics, digital transformation, and innovative strategies. By addressing challenges such as customer experience enhancement, revenue growth, risk management, and regulatory compliance, MCG enables clients to achieve sustainable growth and maintain a competitive edge in a highly regulated and digitally advanced market. **Who Is the Company Behind Midtown Consulting Financial Services?** - **Seller:** [MIDTOWN CONSULTING GROUP](https://www.g2.com/sellers/midtown-consulting-group) - **Year Founded:** 2004 - **HQ Location:** Sandy Springs, US - **LinkedIn® Page:** https://www.linkedin.com/company/83929 (41 employees on LinkedIn®) ### 12. [Milestone Group](https://www.g2.com/products/milestone-group/reviews) Milestone Group Specializes in managed technology solutions for the Global Investments Industry **Who Is the Company Behind Milestone Group?** - **Seller:** [Milestone Group](https://www.g2.com/sellers/milestone-group) - **Year Founded:** 1998 - **HQ Location:** Sydney, AU - **LinkedIn® Page:** https://www.linkedin.com/company/milestone-group/ (149 employees on LinkedIn®) ### 13. [Money Mage Pro](https://www.g2.com/products/money-mage-pro/reviews) Trade smarter with AI-powered market insights **Who Is the Company Behind Money Mage Pro?** - **Seller:** [MAVEN CORP](https://www.g2.com/sellers/maven-corp) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 14. [Muthoot Finance Ltd.](https://www.g2.com/products/muthoot-finance-ltd/reviews) How does an online gold loan calculator work? Calculate your EMI and understand gold loan calculation per gram with our reliable tool. **Who Is the Company Behind Muthoot Finance Ltd.?** - **Seller:** [Muthoot Finance](https://www.g2.com/sellers/muthoot-finance) - **HQ Location:** IN - **LinkedIn® Page:** https://www.linkedin.com/company/muthoot-finance-ltd---india (7,133 employees on LinkedIn®) ### 15. [my529 Financial Advisor](https://www.g2.com/products/my529-financial-advisor/reviews) my529, Utah’s educational savings plan, is designed to assist families, friends, and individuals in investing for a beneficiary’s future higher education **Who Is the Company Behind my529 Financial Advisor?** - **Seller:** [my529 Financial Advisor](https://www.g2.com/sellers/my529-financial-advisor-b6c8448c-d1ec-4ef8-9d08-7b29b9e8188b) - **HQ Location:** United States - **Twitter:** @my529plan (383 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/utah-my529/ (75 employees on LinkedIn®) ### 16. [My Advisers](https://www.g2.com/products/my-advisers/reviews) Best Financial Advisor in India, Get Free Financial Consultation, Get Instant Cashback Offers for Customers, Earn Money Online Working from Home, Get All Financial Services under One Roof. Apply loan online, buy insurance online, free credit card, free demat account, instant savings account, tax filing services and best investment plan. Visit our website: https://myadvisers.net **Who Is the Company Behind My Advisers?** - **Seller:** [MY ADVISERS](https://www.g2.com/sellers/my-advisers) - **Year Founded:** 2019 - **HQ Location:** Contai, IN - **LinkedIn® Page:** https://linkedin.com/company/1myadvisers (2 employees on LinkedIn®) ### 17. [Nasdaq Delivery Services](https://www.g2.com/products/nasdaq-delivery-services/reviews) Nasdaq's delivery program team is a trusted partner to the worlds exchanges, clearinghouses, CSDs, regulators and market participants. **Who Is the Company Behind Nasdaq Delivery Services?** - **Seller:** [Nasdaq](https://www.g2.com/sellers/nasdaq) - **Year Founded:** 1971 - **HQ Location:** New York - **Twitter:** @Nasdaq (213,584 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nasdaq/ (8,468 employees on LinkedIn®) - **Ownership:** NASDAQ: NDAQ ### 18. [Nasdaq Dorsey Wright](https://www.g2.com/products/nasdaq-dorsey-wright/reviews) Nasdaq Dorsey Wright (NDW) is a registered investment advisory firm. Our investment research, tools and solutions are built on the idea that markets, securities, and signals are actionable through analysis. **Who Is the Company Behind Nasdaq Dorsey Wright?** - **Seller:** [Nasdaq](https://www.g2.com/sellers/nasdaq) - **Year Founded:** 1971 - **HQ Location:** New York - **Twitter:** @Nasdaq (213,584 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nasdaq/ (8,468 employees on LinkedIn®) - **Ownership:** NASDAQ: NDAQ ### 19. [Nasdaq Eqlipse CSD](https://www.g2.com/products/nasdaq-eqlipse-csd/reviews) Nasdaq Eqlipse CSD is a comprehensive Central Securities Depository technology solution offering robust multi-asset depository, settlement, and corporate actions infrastructure. The modular, platform-based solution enables CSDs to meet today's business needs while complying with future requirements, including expansion into digital assets, international custody, and securities financing. Built on the Nasdaq Eqlipse platform framework, the solution supports a rapidly evolving industry and empowers CSDs to modernize operations, navigate industry shifts, and capitalize on market opportunities. Product Capabilities - Multi-Asset CSD Functionality: Robust infrastructure supporting depository and settlement across traditional and digital assets - Corporate Actions Processing: Comprehensive corporate actions capabilities within a unified platform - Digital Asset Readiness: Built-in capability to expand into digital assets and crypto settlement - International Custody: Extensible architecture supporting international custody operations - Securities Financing: Add-on modules for securities financing and lending services - Modular Architecture: Platform-based solution allowing CSDs to add capabilities as needs evolve **Who Is the Company Behind Nasdaq Eqlipse CSD?** - **Seller:** [Nasdaq](https://www.g2.com/sellers/nasdaq) - **Year Founded:** 1971 - **HQ Location:** New York - **Twitter:** @Nasdaq (213,584 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nasdaq/ (8,468 employees on LinkedIn®) - **Ownership:** NASDAQ: NDAQ ### 20. [Nasdaq Investor Engagement & Targeting](https://www.g2.com/products/nasdaq-investor-engagement-targeting/reviews) Nasdaq's Investor Engagement & Targeting service is designed to empower investor relations (IR professionals by providing advanced tools and strategic insights to enhance investor engagement and optimize shareholder value. This comprehensive solution combines real-time analytics, expert consultation, and innovative technology to streamline investor outreach and improve communication with both current and potential investors. Key Features and Functionality: - Optimized Engagement: Identify and address potential vulnerabilities to maximize trading multiples and shareholder returns. - Measurable Outcomes: Quantify the effectiveness and impact of IR programs, providing tangible results for executive leadership. - Tactical Intelligence: Access real-time data on upcoming meetings to strategically prepare and enhance engagement efforts. - Strategic Prioritization: Utilize economic profiles and behavioral analyses to prioritize engagement with key investors and markets. Primary Value and Solutions Provided: Nasdaq's Investor Engagement & Targeting service addresses the critical need for IR professionals to efficiently allocate their time and resources in a dynamic market environment. By offering a data-driven framework and consultative approach, the service enables companies to rethink and refine traditional investor outreach programs. This leads to more effective communication strategies, stronger investor relationships, and ultimately, enhanced company valuation. The integration of real-time analytics and expert guidance ensures that IR teams can proactively manage investor interactions, adapt to market trends, and secure long-term capital efficiently. **Who Is the Company Behind Nasdaq Investor Engagement & Targeting?** - **Seller:** [Nasdaq](https://www.g2.com/sellers/nasdaq) - **Year Founded:** 1971 - **HQ Location:** New York - **Twitter:** @Nasdaq (213,584 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nasdaq/ (8,468 employees on LinkedIn®) - **Ownership:** NASDAQ: NDAQ ### 21. [Nasdaq Market Advisory Services](https://www.g2.com/products/nasdaq-market-advisory-services/reviews) Nasdaq Market Advisory Services provide market operators, regulators, and government bodies with strategic and operational guidance and help prepare them for future challenges. As an exchange owner, operator and technology provider, Nasdaq has deep exchange industry business expertise and hands-on operational experience. **Who Is the Company Behind Nasdaq Market Advisory Services?** - **Seller:** [Nasdaq](https://www.g2.com/sellers/nasdaq) - **Year Founded:** 1971 - **HQ Location:** New York - **Twitter:** @Nasdaq (213,584 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nasdaq/ (8,468 employees on LinkedIn®) - **Ownership:** NASDAQ: NDAQ ### 22. [NCI Accounts Receivable Management](https://www.g2.com/products/nci-accounts-receivable-management/reviews) Refines and deploys customized solutions through our proprietary dialogue engine allowing us to generate optimal liquidity rates and produce more dollars collected **Who Is the Company Behind NCI Accounts Receivable Management?** - **Seller:** [Altisource](https://www.g2.com/sellers/altisource) - **Year Founded:** 1999 - **HQ Location:** Luxembourg, LU - **Twitter:** @Altisource (986 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/altisource/ (2,687 employees on LinkedIn®) - **Ownership:** NASDAQ:ASPS ### 23. [Nissay Information Technology](https://www.g2.com/products/nissay-information-technology/reviews) Nissay Information Technology is an IT strategy company for the Nissei Group, centered on Nippon Life Insurance Company. **Who Is the Company Behind Nissay Information Technology?** - **Seller:** [Nissay Information Technology Co, ltd.](https://www.g2.com/sellers/nissay-information-technology-co-ltd) - **HQ Location:** 大田区, JP - **LinkedIn® Page:** http://www.linkedin.com/company/nissay-information-technology-co.-ltd. (106 employees on LinkedIn®) ### 24. [NOW CFO](https://www.g2.com/products/now-cfo/reviews) NOW CFO knows what they're doing. This is a financial & accounting outsourcing firm run by accounting and finance pros. They are serious about their business and they will do what they say they will do. As a bonus they are still the most reasonably priced outsourced CFO firm with a national presence around. **Who Is the Company Behind NOW CFO?** - **Seller:** [NOW CFO](https://www.g2.com/sellers/now-cfo) - **Year Founded:** 2005 - **HQ Location:** Salt Lake City, Utah, United States - **LinkedIn® Page:** https://www.linkedin.com/company/nowcfo (440 employees on LinkedIn®) ### 25. [Oliver Wyman](https://www.g2.com/products/oliver-wyman/reviews) Oliver Wyman is a management consulting firm that combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. **Average Rating:** 2.0/5.0 **Total Reviews:** 2 **Who Is the Company Behind Oliver Wyman?** - **Seller:** [Oliver Wyman](https://www.g2.com/sellers/oliver-wyman) - **HQ Location:** New York, New York, United States - **Twitter:** @OliverWyman (32,540 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/oliver-wyman (9,169 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Enterprise, 50% Small-Business #### What Are Recent G2 Reviews of Oliver Wyman? **"[Worked with Cellent - Excellent](https://www.g2.com/survey_responses/oliver-wyman-review-1456062)"** **Rating:** 4.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/oliver-wyman-review-1456062) --- #### What Are G2 Users Discussing About Oliver Wyman? - [What does Oliver Wyman focus on?](https://www.g2.com/discussions/what-does-oliver-wyman-focus-on) - [What makes Oliver Wyman stand out?](https://www.g2.com/discussions/what-makes-oliver-wyman-stand-out) - [What is special about Oliver Wyman?](https://www.g2.com/discussions/what-is-special-about-oliver-wyman) - 1 comment ## What Is Financial Consulting Providers? [Business Finance Providers](https://www.g2.com/categories/business-finance) ## What Software Categories Are Similar to Financial Consulting Providers? - [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) --- ## How Do You Choose the Right Financial Consulting Providers? ### 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)