# Best Financial Consulting Providers - Page 15

## How Many Financial Consulting Providers Products Does G2 Track?

**Total Products under this Category:** 288

### Category Stats (Aug 2026)

- **Average Rating:** 4.51/5 The average rating of products in this category, based on all submitted ratings

_Last updated: August 01, 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
- 288+ 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.

## 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, 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=pwc-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)

**Sponsored**

### Smartsheet

Smartsheet is an Intelligent Work Management Platform that revolutionizes how you manage projects, portfolios, and processes. The Smartsheet AI-powered platform delivers adaptability, sophisticated experiences, and enterprise-grade rigor to support work across industries — from service delivery to construction, clinical trials, and marketing campaigns. Designed to meet demanding requirements, it helps organizations drive efficiency, accelerate innovation, and stay competitive. Over 85% of Fortune 500 companies trust Smartsheet to align their resources to improve efficiency, agility, and collaboration in today’s ever-changing world of work.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=799&secure%5Bchosen_at%5D=2026-08-11T20%3A10%3A18Z&secure%5Bdisplayable_resource_id%5D=2360&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=530&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=530&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%3Famp%253Bpage%3D7%26page%3D15&secure%5Btoken%5D=ff4bf352b2890a871751fa0df8cdb2f4e1fdd2226da1af58c3fecba20f8cb0ae&secure%5Burl%5D=https%3A%2F%2Fwww.smartsheet.com%2Fs%2Fproject-management%3Futm_source%3DG2%26utm_medium%3Daffiliate%26utm_campaign%3Daff-pm-us-ca-g2&secure%5Burl_type%5D=custom_url)

### [Peakstone](https://www.g2.com/products/peakstone/reviews)

The Peakstone Group is an investment bank that specializes in mergers and acquisitions advisory and capital raising. Peakstone was founded on the belief that middle market companies and their owners need and desire high quality advice and execution. Our ability to support our clients objectives with capital is the foundation of our business and strategy.

#### Who Is the Company Behind Peakstone?

- **Seller:** [Peakstone](https://www.g2.com/sellers/peakstone)
- **Year Founded:** 2008
- **HQ Location:** Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dddc599f10ca5d55ba3c3b417af097e526431e3bff09b732c3bdbdf4eef23573&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthe-peakstone-group%2F&secure%5Burl_type%5D=linkedin_company_website)  
54 employees on LinkedIn®

### [Peloton Street](https://www.g2.com/products/peloton-street/reviews)

Peloton Street is a FinTECH startup that uses big-data to help real estate dealmakers and investors come together and transact.

#### Who Is the Company Behind Peloton Street?

- **Seller:** [Peloton Street](https://www.g2.com/sellers/peloton-street)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Phenix Blanc](https://www.g2.com/products/phenix-blanc/reviews)

Accompagnement 1:1 (résidents France & Dubaï) Accompagnement premium 1:1 pour préparer votre investissement immobilier à Dubaï. Pour Français en France ou déjà installés à Dubaï. Stratégie personnalisée, analyse du marché et accompagnement complet.

#### Who Is the Company Behind Phenix Blanc?

- **Seller:** [Phenix Blanc](https://www.g2.com/sellers/phenix-blanc)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0f163e3f294f082c6e882be8fb5cdfcfa13d25497355b537179520a62a3aca28&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fphenix-blanc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Piper Jaffray: Research Access](https://www.g2.com/products/piper-jaffray-research-access/reviews)

Piper Sandler Companies is a leading investment bank and institutional securities firm driven to help clients Realize the Power of Partnership

#### Who Is the Company Behind Piper Jaffray: Research Access?

- **Seller:** [Piper Sandler](https://www.g2.com/sellers/piper-sandler)
- **Year Founded:** 1895
- **HQ Location:** Minneapolis, Minnesota, United States
- **Twitter:** @Piper\_Sandler  
6,809 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=259d22025a1d24cb877fed244389fc6a8dd9608e6e655352f41612a858e15fee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpipersandler&secure%5Burl_type%5D=linkedin_company_website)  
1,960 employees on LinkedIn®
- **Ownership:** NYSE: PIPR

### [Pitttch](https://www.g2.com/products/pitttch/reviews)

Pitttch is a tiny consulting boutique that crafts compelling pitch decks and business plans for small businesses. Its persuasive, crisp and modern presentations are acknowledged by entrepreneurs, customers and investors alike.

#### Who Is the Company Behind Pitttch?

- **Seller:** [GrowthVue Consulting](https://www.g2.com/sellers/growthvue-consulting)
- **HQ Location:** Pune, India
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Planwise](https://www.g2.com/products/planwise/reviews)

Financial advise Including:- Insurance, Mortgages and Investment - you need to talk to the people that stand behind their advice and stand behind you during a claim.

#### Who Is the Company Behind Planwise?

- **Seller:** [Planwise](https://www.g2.com/sellers/planwise)
- **Year Founded:** 1998
- **HQ Location:** Mount Maunganui, NZ
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fad0c20bbb759ff88a7810cc8ac9d6c78739527544f27644ea580b1b7110ed7c&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanwise-limited&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [PLI Calculator](https://www.g2.com/products/pli-calculator/reviews)

Discover accurate and instant results with our powerful Post Office PLI Maturity Calculator, designed to help you plan your financial future with confidence. This easy-to-use online tool lets you quickly estimate maturity value, bonus, and returns for your Postal Life Insurance policies. Whether you're comparing plans or planning long-term investments, our calculator delivers reliable insights in seconds. Ideal for policyholders, investors, and financial planners, it simplifies complex calculations and saves time. Start using the Post Office PLI Maturity Calculator today to make smarter, data-driven financial decisions and maximize your insurance benefits effortlessly.

#### Who Is the Company Behind PLI Calculator?

- **Seller:** [PLI Calculator](https://www.g2.com/sellers/pli-calculator)
- **Year Founded:** 2026
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=87026cc35dcebe13e836df695019e8ee5382c1a4270e262afe01eeccfd1464a3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplicalculator%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [PM Advisors](https://www.g2.com/products/pm-advisors/reviews)

PM Advisors is a trusted payment solutions and advisory partner in Malaysia, helping businesses streamline payment acceptance and accelerate growth. We provide smart payment terminals, e-commerce payment solutions, merchant onboarding, payment consulting, terminal deployment, and 24/7 technical support. With a focus on innovation, reliability, and cost-effective solutions, PM Advisors empowers merchants, acquirers, and business partners to improve operational efficiency, enhance customer experiences, and thrive in an increasingly cashless economy.

#### Who Is the Company Behind PM Advisors?

- **Seller:** [PM Advisors](https://www.g2.com/sellers/pm-advisors)
- **HQ Location:** Kuala Lumpur, Malaysia
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®
- **Phone:** +60 1-700-81-8703

### [Pocket Broker](https://www.g2.com/products/pocket-broker/reviews)

Provider of online trading technology and financial market access solutions, offering a digital platform with trading tools, market insights, risk management capabilities, and supporting infrastructure for efficient participation in global financial markets.

#### Who Is the Company Behind Pocket Broker?

- **Seller:** [Pocket Broker](https://www.g2.com/sellers/pocket-broker)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Portfolio Evaluations, Inc.](https://www.g2.com/products/portfolio-evaluations-inc/reviews)

Portfolio Evaluations, Inc. (PEI) is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services.

#### Who Is the Company Behind Portfolio Evaluations, Inc.?

- **Seller:** [Portfolio Evaluations](https://www.g2.com/sellers/portfolio-evaluations)
- **HQ Location:** Warren, NJ
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Premium Capital California](https://www.g2.com/products/premium-capital-california/reviews)

Premium Capital California is a professional credit restoration, counseling and financial coaching service helping clients get approved for mortgages, auto loans, credit cards, and personal loans at the best possible rates.

#### Who Is the Company Behind Premium Capital California?

- **Seller:** [Premium Capital California](https://www.g2.com/sellers/premium-capital-california)
- **Year Founded:** 2024
- **HQ Location:** Anaheim, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=68ce190bef57c999702a348eedbe668dd2b000cf077de78a3d54ac656efc9f03&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpremium-capital-california%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [PricingDirect](https://www.g2.com/products/pricingdirect/reviews)

PricingDirect delivers independent, reliable valuations and analytics services across 40 fixed income and derivative asset classes worldwide. Thousands of firms benefit from the comprehensive, real-time, and transparent information we deliver.

#### Who Is the Company Behind PricingDirect?

- **Seller:** [JPMorgan Chase](https://www.g2.com/sellers/jpmorgan-chase)
- **HQ Location:** New York, NY
- **Twitter:** @jpmorgan  
848,388 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c4f4662259c74b3d51c7478f6cb4f7967f26d3ab96d204d8a729541e683605c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1068%2F&secure%5Burl_type%5D=linkedin_company_website)  
230,372 employees on LinkedIn®
- **Ownership:** NYSE:JPM
- **Total Revenue (USD mm):** $115,627

### [Prime Global](https://www.g2.com/products/prime-global/reviews)

Prime Global is an acconting firm that provides services including accounting services such as tax advice or tax preparation, audit or internal audit services, corporate finance advisory, wealth management advisory, or any other service provided by a public accounting firm.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Prime Global?

- **Seller:** [Prime Global](https://www.g2.com/sellers/prime-global)
- **Year Founded:** 1977
- **HQ Location:** Duluth, US
- **Twitter:** @PrimeGlobalAcct  
1,517 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d5a0772be6208bf1ca5dcbdcd805ddaebe38d2b95227057b433e582faf29fb8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprimeglobalacct%2F&secure%5Burl_type%5D=linkedin_company_website)  
124 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are G2 Users Discussing About Prime Global?

- [What is Prime Global used for?](https://www.g2.com/discussions/prime-global-what-is-prime-global-used-for)
- [What is Prime Global used for?](https://www.g2.com/discussions/what-is-prime-global-used-for)

### [Profitability Partners](https://www.g2.com/products/profitability-partners/reviews)

Profitability Partners provides fractional CFO services exclusively for home services contractors including HVAC, plumbing, roofing and electrical companies. Our senior partners bring backgrounds from private equity (Black Diamond Capital, Third Lake Partners) and industry leadership (Apex Service Partners) to deliver institutional-quality financial management to growing contractors. We specialize in ServiceTitan and QuickBooks integration, monthly financial close processes, KPI dashboard creation, margin analysis, and cash flow optimization. Whether owners are focused on growth or preparing for an eventual exit, we help position their financials for maximum enterprise value. With 25+ contractor clients nationwide, we understand the unique financial challenges of the trades and help owners make better decisions with better numbers.

#### Who Is the Company Behind Profitability Partners?

- **Seller:** [Profitability Partners](https://www.g2.com/sellers/profitability-partners)
- **HQ Location:** Tampa, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ce7824580d300be7a2654d3f68aa6d6f2dc808ea3b02f8f41addd0b51ad36619&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprofitability-partners%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

### [PrognoAdvisor](https://www.g2.com/products/prognoadvisor/reviews)

PrognoAdvisor is India's first fee-only digital personal financial advisor, offering comprehensive financial planning and advisory services through a user-friendly online platform. Founded in 2012 and headquartered in Kochi, Kerala, the company is registered with the Securities and Exchange Board of India (SEBI as an investment advisor. PrognoAdvisor focuses on delivering unbiased, goal-oriented, and practical financial advice to individuals, employees, and organizations, aiming to simplify personal finance management and promote financial well-being. Key Features and Functionality: - Comprehensive Financial Planning: Provides services such as cash flow management, loan management, goal planning, investment planning, portfolio rebalancing, life and general insurance planning, and tax planning. - Digital Platform: Utilizes a set of algorithms to organize, analyze, plan, and track an individual's financials, enabling the generation of financial plans ten times faster than conventional processes and increasing advisor efficiency by four times. - Enterprise Architecture: Developed using .NET technologies, the platform supports the addition of multiple customers, advisors, financial planners, and advisory managers, with a highly configurable admin module. - Multi-Currency Support: Accepts inputs and delivers outputs in any preferred currency, a unique feature among financial planning platforms. - Customizable Strategies: Allows financial planners to set over 80 strategies to generate the most practical plans tailored to individual needs. Primary Value and Solutions: PrognoAdvisor addresses the common challenges individuals face in managing their finances by providing personalized, unbiased, and comprehensive financial advice. By leveraging its digital platform, users can make informed decisions, achieve their financial goals, and secure their financial future. For organizations, PrognoAdvisor offers employee financial wellness programs that enhance productivity by reducing financial stress among employees. Additionally, banks and financial institutions can utilize the platform to grow their core lending business and increase fee-based income, thereby improving customer loyalty and satisfaction.

#### Who Is the Company Behind PrognoAdvisor?

- **Seller:** [PrognoAdvisor](https://www.g2.com/sellers/prognoadvisor)
- **Year Founded:** 2012
- **HQ Location:** Kochi, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0c0dbf255f24d2eec7c0d8aa5faa36ea575abdfd667408f44616484b1010db7a&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprogno-financial-planning-systems-private-limited&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

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 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated October 3, 2024

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.

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