# Best Financial Consulting Providers - Page 17

## 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**

### Insight Assurance

Insight Assurance is a global cybersecurity and compliance firm that supports organizations across industries in navigating complex regulatory frameworks with clarity and confidence. Our team brings extensive experience from top public accounting firms—including Big 4 backgrounds—to deliver high-quality audit and advisory services aligned with SOC 2, ISO 27001, PCI DSS, HITRUST, and other industry standards. We serve startups, large enterprises, and public sector entities with a flexible, collaborative approach that emphasizes risk awareness, operational integrity, and long-term resilience. As an independent third-party, we are committed to helping organizations meet their compliance responsibilities without compromising on quality or trust. Delivering Quality, Assuring Trust.

[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=2026-08-14T03%3A03%3A05Z&secure%5Bdisplayable_resource_id%5D=1637&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=1637&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1317354&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%3FhsCtaTracking%3D43f52b25-c88a-4e16-ab79-ef22ad669838%257C64cdac24-3d11-46f4-91d9-e61a25fecb61%26page%3D17&secure%5Btoken%5D=457aa70a57d4355b9005c57bf7e072ffa85b0ab00775f19bf1e947712bc6008e&secure%5Burl%5D=https%3A%2F%2Fhubs.li%2FQ04785vk0&secure%5Burl_type%5D=custom_url)

### [RSM Consulting](https://www.g2.com/products/rsm-consulting/reviews)

RSM is a consulting firms that provide the core service lines of audit and assurance, accounting, risk advisory, tax, transaction support, corporate restructuring & insolvency and IFRS services.

**Average Rating:** 3.9/5.0

**Total Reviews:** 14

#### Who Is the Company Behind RSM Consulting?

- **Seller:** [RSM US LLP](https://www.g2.com/sellers/rsm-us-llp)
- **Year Founded:** 1926
- **HQ Location:** Chicago, Illinois
- **Twitter:** @RSMUSLLP  
10,431 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=04a2411c68bc1f69ec203a9b0ab752da1cb0963277326942818656b39911b026&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3743%2F&secure%5Burl_type%5D=linkedin_company_website)  
19,250 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 53% Medium, 27% Small

#### What Do G2 Reviewers Say About RSM Consulting?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **staff's friendliness** and willingness to address concerns effectively and empathetically.

##### Cons

- Users find the **performance issues** with RSM Consulting's recommendations lead to ineffective software solutions and dissatisfaction.

#### What Are Recent G2 Reviews of RSM Consulting?

**["RSM Consulting Review"](https://www.g2.com/survey_responses/rsm-consulting-review-8766577)**

**Rating:** 5.0/5.0 stars

_— Bryan B._

[Read full review](https://www.g2.com/survey_responses/rsm-consulting-review-8766577)

**["RSM has been a terrific business partner."](https://www.g2.com/survey_responses/rsm-consulting-review-8710570)**

**Rating:** 5.0/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/rsm-consulting-review-8710570)

### [Rudder Services](https://www.g2.com/products/rudder-services/reviews)

Rudder Services is an outsourced finance and accounting agency that specializes in providing an experienced, trusted and scalable resource to meet the needs of businesses at each stage of growth.

#### Who Is the Company Behind Rudder Services?

- **Seller:** [George Grigorakos](https://www.g2.com/sellers/george-grigorakos)
- **HQ Location:** Skokie, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c703432d288e1696dbb34eb848f34dec6351df0ac08f2cb82537ea30a763708d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frudderserviceschicago&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

### [SaaS Capital](https://www.g2.com/products/saas-capital/reviews)

SaaS Capital is a provider of long-term committed credit facilities to SaaS companies.

#### Who Is the Company Behind SaaS Capital?

- **Seller:** [SaaS Capital](https://www.g2.com/sellers/saas-capital)
- **Year Founded:** 2007
- **HQ Location:** Cincinnati, US
- **Twitter:** @SaaSCapital  
1,439 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bc47daf8e1fa0cae85c262ff0a1a46621458608f8605f98fe4ea77d4824f6787&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsaas-capital%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

### [SaverStride LLC](https://www.g2.com/products/saverstride-llc/reviews)

Vala is your AI-powered budget planner and expense tracker. Track spending, split bills, and save smarter with personalized insights and an intelligent AI Coach.

#### Who Is the Company Behind SaverStride LLC?

- **Seller:** [SaverStride](https://www.g2.com/sellers/saverstride)
- **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®

### [Schooley Mitchell](https://www.g2.com/products/schooley-mitchell/reviews)

Business Expense Cost Savings Services- Helping companies reduce your (1) Telecom (Internet, VoIP, Wireline, Wireless, etc.), (2) Merchant Card Services, Online Payment Portal, and (3) Small-Package Shipping & Courier Services annual business spend. We have specialized analytics tools, proprietary software, and 85+ business analyst trained to micro-analyze, audit, and optimize these business expenses solely to identify overpayments, junk fees, misc. fees, overutilization of services, billing errors and then benchmark service fees with multiple providers to the market to ensure you services fees are the lowest that could amount to a significant amount of cost-savings. Specializing in large, medium and small businesses that are growing, stable and mature companies looking to reduce expense costs

#### Who Is the Company Behind Schooley Mitchell?

- **Seller:** [Schooley Mitchell of Scottsdale](https://www.g2.com/sellers/schooley-mitchell-of-scottsdale)
- **Year Founded:** 2004
- **HQ Location:** Stratford, Ontario, Canada
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7320c3d46abd0cba21fe2e0f5bf911d5c97952c699d3c8320b85bc5682aa93d6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fschooley-mitchell&secure%5Burl_type%5D=linkedin_company_website)  
578 employees on LinkedIn®

### [Sciative Solutions](https://www.g2.com/products/sciative-solutions/reviews)

Pricing & big data analytics expertise in ecommerce, retail, telecom, digital services, hospitality, manufacturing (auto, medical devices, consumer durables, chemicals, high tech), financial services, CPG industries

#### Who Is the Company Behind Sciative Solutions?

- **Seller:** [Sciative Solutions](https://www.g2.com/sellers/sciative-solutions)
- **Year Founded:** 2017
- **HQ Location:** Mumbai, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=239df3b0f494ee8933b7b945ace05851e2a63fb129334c9b447c81be1fac45c5&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsciative-solutions-private-limited&secure%5Burl_type%5D=linkedin_company_website)  
92 employees on LinkedIn®

### [Sharetec](https://www.g2.com/products/sharetec/reviews)

At Sharetec, we develop core processing solutions with two goals: make it smarter and keep it simple. Our true web based credit union core system, is scalable to meet the needs of credit unions of every size — all while providing a user interface that greatly reduces training time and the need for day-to-day support. Most importantly, we are committed to delivering excellent ROI and lower cost of ownership so you can stay on the cutting edge of technology without cutting into your bottom line. All of this shows why Sharetec is the fastest growing core on the market, welcoming over 50 credit unions in the last 3 years.

#### Who Is the Company Behind Sharetec?

- **Seller:** [Sharetec Systems](https://www.g2.com/sellers/sharetec-systems)
- **Year Founded:** 1993
- **HQ Location:** Fort Wayne, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=785892a3e905291a8656bbb181938a94c2f1cde09a8598c7ab9b942c0d4f2c50&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsharetec-systems&secure%5Burl_type%5D=linkedin_company_website)  
135 employees on LinkedIn®

### [Simply](https://www.g2.com/products/simply/reviews)

Simply is an Information Technology & Services company

#### Who Is the Company Behind Simply?

- **Seller:** [Simply.com](https://www.g2.com/sellers/simply-com-426fc5b1-827a-4b79-94bb-695ceec84ee4)
- **Year Founded:** 1996
- **HQ Location:** Belo Horizonte, BR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=981f15786156857a3fd7486472ab34f9992e0e56cde7c1457f693b72bdd2a0b9&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsimply-tecnologia&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

### [SingX](https://www.g2.com/products/singx/reviews)

SingX is a cross-border payments company,enabling cheaper, faster and more convenient payments.

#### Who Is the Company Behind SingX?

- **Seller:** [SingX](https://www.g2.com/sellers/singx)
- **Year Founded:** 2014
- **HQ Location:** Singapore, SG
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=401da0de625b34bb67a4ef1ae3355d90b4805dac9883db00919214849eabe09f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsingx&secure%5Burl_type%5D=linkedin_company_website)  
61 employees on LinkedIn®

### [Smh Markets](https://www.g2.com/products/smh-markets/reviews)

Trade with Confidence Professional Trading Platform Access global markets with competitive spreads, advanced tools, and lightning-fast execution

#### Who Is the Company Behind Smh Markets?

- **Seller:** [Smh Markets](https://www.g2.com/sellers/smh-markets)
- **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®

### [Solactive](https://www.g2.com/products/solactive/reviews)

Solactive is a German-based financial services company specializing in the development, calculation, and licensing of financial indices across various asset classes. Established in 2007 and headquartered in Frankfurt, Solactive has expanded its global presence with offices in Berlin, Dresden, Toronto, Hong Kong, and Amsterdam. The company offers a comprehensive suite of index solutions, catering to asset managers, investment banks, and ETF providers worldwide. With a focus on flexibility, proactivity, and efficiency, Solactive has become one of the fastest-growing firms in the indexing industry, managing over 12,900 indices as of June 2025. Key Features and Functionality: - Index Development: Solactive designs and develops a wide range of indices, including broad benchmark indices and customized solutions tailored to specific client needs. These indices cover various asset classes such as equities, fixed income, commodities, currencies, and multi-asset strategies. - Index Calculation and Administration: The company provides real-time calculation and administration services, ensuring accurate and timely index values. This includes monitoring corporate actions, implementing necessary adjustments, and maintaining compliance with regulatory standards. - ETF Services: Solactive offers specialized services for ETF providers, including the calculation of Indicative Net Asset Values (iNAVs and Indicative Optimized Portfolio Values (IOPVs, as well as the creation and dissemination of Portfolio Composition Files (PCFs and regulatory factsheets. - Technological Innovation: Leveraging advanced technologies such as artificial intelligence, machine learning, and big data analytics, Solactive enhances its indexing platform to provide smart data solutions and maintain a technological edge in the industry. - ESG and Thematic Indices: The company develops indices that focus on environmental, social, and governance (ESG criteria, as well as thematic indices targeting specific investment themes like clean energy, digital payments, and autonomous vehicles. Primary Value and User Solutions: Solactive's primary value lies in its ability to deliver cost-effective, flexible, and innovative index solutions that meet the diverse needs of its clients. By offering customized indices and comprehensive support services, Solactive enables asset managers, investment banks, and ETF providers to efficiently develop and manage investment products. The company's commitment to technological advancement and regulatory compliance ensures reliable and accurate index performance, allowing clients to focus on their core investment strategies. Additionally, Solactive's expertise in ESG and thematic indexing supports investors in aligning their portfolios with sustainable and forward-looking investment trends.

#### Who Is the Company Behind Solactive?

- **Seller:** [Solactive AG](https://www.g2.com/sellers/solactive-ag)
- **Year Founded:** 2007
- **HQ Location:** Frankfurt am Main, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4466ba7c8eb9650e4b143b3a892b51da8b0ff2ce1e66f805178b98fb69aeed4a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsolactive%2F&secure%5Burl_type%5D=linkedin_company_website)  
296 employees on LinkedIn®

### [Sovrenn Financial Technologies](https://www.g2.com/products/sovrenn-financial-technologies/reviews)

Sovrenn Financial Technologies India’s only small and micro cap stocks with huge growth potential focused platform incorporated on 12 December 2022. We provide high-quality information to our readers, empowering them to make smart investment decisions. It is classified as a private limited company located in southwest Delhi. Its authorised share capital is INR 1.00 lac, and the total paid-up capital is INR 1.00 lac.

#### Who Is the Company Behind Sovrenn Financial Technologies?

- **Seller:** [Sovrenn Financial Technologies](https://www.g2.com/sellers/sovrenn-financial-technologies)
- **Year Founded:** 2023
- **HQ Location:** DELHI, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6b299f1a036990549570dbee9d8b9a788cc9b314a22bb838179ca5a0cb16d3f1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsovrenn%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

### [Spero Smith Investment Advisers](https://www.g2.com/products/spero-smith-investment-advisers/reviews)

Spero-Smith is an investment advisors firm that provide professional investment guidance, financial planning, asset management, and wealth management services to high-net-worth individuals, business owners, foundations, endowments, and families.

#### Who Is the Company Behind Spero Smith Investment Advisers?

- **Seller:** [Spero Smith Investment Advisers](https://www.g2.com/sellers/spero-smith-investment-advisers)
- **HQ Location:** Cleveland, Ohio
- **Twitter:** @sperosmith  
17 Twitter followers
- **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®

### [SREERAM](https://www.g2.com/products/sreeram/reviews)

WithinSecs is an online platform offering free financial calculators such as EMI calculators, TVM calculators, and loan calculators. It helps users make accurate financial decisions quickly with easy-to-use tools designed for global users, especially in the USA and UK.

#### Who Is the Company Behind SREERAM?

- **Seller:** [WITHINSECS](https://www.g2.com/sellers/withinsecs)
- **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=7dc1680205537f8ba5bd6156c15410e21007cf8b3d5bf3efb70bf0590bf4e6ae&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwithinsecs%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [StepStone](https://www.g2.com/products/stepstone-group-stepstone/reviews)

StepStone is a global private markets firm providing customized investment and advisory solutions to some of the most sophisticated investors in the world.

#### Who Is the Company Behind StepStone?

- **Seller:** [StepStone Group LP](https://www.g2.com/sellers/stepstone-group-lp)
- **Year Founded:** 2007
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0e55b529b2e79b52fbc21804f0704084dd54d5ea0199b42b57f386f483d7b6dc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstepstone-group&secure%5Burl_type%5D=linkedin_company_website)  
1,322 employees on LinkedIn®
- **Ownership:** NASDAQ: STEP

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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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