# Best Financial Consulting Providers - Page 7

## 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**

### Decrypt Compliance

Decrypt Compliance is a licensed CPA firm that provides independent cybersecurity and compliance audit services for cloud-native startups and high-growth technology companies. The firm operates as both a public accounting practice and an accredited certification body, specializing in frameworks that help organizations demonstrate security, privacy, and governance to their customers. Decrypt’s services are designed for technology-driven companies that need formal certifications to meet customer and regulatory expectations. Typical use cases include obtaining SOC 2 reports for customer assurance, achieving ISO 27001 certification to support enterprise sales, or aligning with ISO 42001 for artificial intelligence governance. By working with Decrypt, companies address customer questions about trust and risk management while building a compliance foundation that scales with business growth. As a firm rooted in Silicon Valley, Decrypt combines the rigor of traditional audit practice with a modern, technology-enabled approach. Audits are conducted by professionals who are fluent across multiple frameworks, reducing the complexity of working with separate specialists for each certification. The process emphasizes readiness, efficiency, and accuracy, ensuring that organizations receive credible results that can be confidently shared with customers and partners. Our work is guided by three core values that directly shape the client experience: Responsiveness, Responsibility, and Resilience: - Responsive: Clients can expect clear, concise communication, timely updates, and proactive guidance that anticipates next steps. This minimizes uncertainty and keeps projects moving without last-minute surprises - Responsible: As independent assessors, we adhere to the highest professional standards, hold ourselves and others accountable to commitments, and provide transparent judgments — including acknowledging what we don’t yet know - Resilient: We evaluate challenges objectively, adapt quickly to unexpected issues, and commit to continuous improvement so that clients receive reliable results even in complex or fast-changing environments Key Features and Value Propositions: - Independent audit and certification services across SOC 2, ISO 27001, ISO 42001, and related frameworks. - Cross-trained audit professionals who streamline multi-framework engagements into a unified process. - Technology-enabled methodology that incorporates AI throughout the entire audit process, not just for evidence requests, to streamline review, highlight risks, and deliver timely certifications. Decrypt Compliance is licensed as a CPA firm in the state of California (License #9491).

[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=2026-08-13T22%3A26%3A16Z&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=1343508&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%3D7&secure%5Btoken%5D=8bd4996ddba6d0baabbae95444abb6d564e455f40da74a34299da32a475f340a&secure%5Burl%5D=https%3A%2F%2Fdecrypt.cpa&secure%5Burl_type%5D=company_website)

### [Clearsulting](https://www.g2.com/products/clearsulting/reviews)

Clearsulting is a digital finance consulting firm. We challenge the status quo by sparking innovation through collaboration and long-lasting relationships with your organization. We work with you to reduce redundant and outdated systems and implement proven process automations to transform the way you work.

#### Who Is the Company Behind Clearsulting?

- **Seller:** [Clearsulting](https://www.g2.com/sellers/clearsulting)
- **Year Founded:** 2015
- **HQ Location:** Cleveland, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=564c0797d8382109efadb1b3fa9d8cddf8b484a32a5ae2a306a027b4b31f737e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclearsulting%2F&secure%5Burl_type%5D=linkedin_company_website)  
343 employees on LinkedIn®

### [COBIS](https://www.g2.com/products/cobis/reviews)

COBIS is a multinational banking software company based in the US.

#### Who Is the Company Behind COBIS?

- **Seller:** [Cobis](https://www.g2.com/sellers/cobis)
- **Year Founded:** 1953
- **HQ Location:** Quito, EC
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=01953ec522d284102059bc5881ef9b668bc0654d7a4546076c728ab605ffe0d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcobistopaz%2F&secure%5Burl_type%5D=linkedin_company_website)  
734 employees on LinkedIn®

### [Coinscrap](https://www.g2.com/products/coinscrap/reviews)

We are a Fintech/Insurtech company that provides financial planning micro-services to banks and insurance companies extending their value proposal mainly to the millennial public and generating new business models from the analysis of their users’ data.

#### Who Is the Company Behind Coinscrap?

- **Seller:** [Coinscrap Finance](https://www.g2.com/sellers/coinscrap-finance)
- **Year Founded:** 2016
- **HQ Location:** Pontevedra, ES
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e60cd3d39ce61e2af95d9b891b3ab202b44c62e20d6d791cb760f71d033d500b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcoinscrap%2F&secure%5Burl_type%5D=linkedin_company_website)  
31 employees on LinkedIn®

### [Compact Commerce](https://www.g2.com/products/compact-commerce/reviews)

Compact Commerce One Partner. One Financial Solution. Compact Commerce is a premier financial solutions provider specializing in zero-cost credit card processing, business funding, and cutting-edge payment technology for established American business owners. We help businesses processing credit card transactions eliminate their processing fees, maximize profits, and optimize cash flow with our tailored solutions. Why Businesses Choose Compact Commerce: ✅ Zero-Fee Credit Card Processing – Keep 100% of your sales by eliminating processing fees, putting thousands of dollars back into your business every month. ✅ Lightning-Fast Business Funding – Access quick and flexible capital solutions with simple approvals and no hidden costs. ✅ Seamless Payment Technology – Modern, easy-to-use payment solutions that integrate seamlessly with your business operations and technology suite. ✅ Industry-Leading Customer Support – Personalized American based customer service available 24 hours a day 7 days a week to keep your business running smoothly. ✅ Transparent Pricing – No hidden fees, no surprise rate hikes—just honest, straightforward savings you can count on. At Compact Commerce, we partner with business owners to optimize their financial infrastructure, ensuring they keep more of what they earn while accessing the capital they need to grow. If you’re tired of processing fees cutting into your margins, Compact Commerce is the strategic partner for your business. 🚀 Schedule a free consultation today to see how we can optimize your cash flow👇🏻 https://calendly.com/compactcommerce/freeconsultation?month=2025-01

#### Who Is the Company Behind Compact Commerce?

- **Seller:** [Compact Commerce](https://www.g2.com/sellers/compact-commerce)
- **HQ Location:** Mineola, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=edfd5bbaa7f0027fa3d2d49bb18ef2f7563cffd44de26cdde747c58a3af6d123&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcompactcommerce%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Connected Banking Solution](https://www.g2.com/products/connected-banking-solution/reviews)

AOPAY Connected Banking is a type of financial technology solution that enables businesses and financial institutions to integrate their systems directly with banks through secure APIs. AOPAY solution provides real-time access to banking services such as account information, transaction processing, balance monitoring, and fund transfers, helping organizations centralize and automate banking operations. Connected Banking is commonly used by fintech platforms, enterprises, NBFCs, payment service providers, and corporate finance teams that manage multiple bank accounts and high transaction volumes. By enabling direct connectivity with banking infrastructure, AOPAY solution reduces dependency on manual processes and improves accuracy, speed, and transparency in financial operations. AOPAY solution supports use cases such as real-time account balance retrieval, transaction status updates, automated payments, and cash flow monitoring. Businesses can initiate and track transfers, reconcile transactions, and maintain consistent financial records across systems. Centralized dashboards and reporting tools provide visibility into banking activity, helping finance teams monitor cash positions and operational performance. Core Features and Capabilities: - Bank Account Connectivity: Secure API-based access to multiple bank accounts. - Real-Time Transaction Management: Initiates and tracks payments with instant status updates. - Cash Flow and Balance Monitoring: Provides real-time visibility into account balances. - Automation and Integration: Integrates with ERP, accounting, and financial systems. - Security and Compliance: Supports authentication, encryption, and audit logging. Connected Banking solutions often integrate with enterprise applications, core banking systems, and payment platforms to support end-to-end financial workflows. By providing real-time access, automation, and centralized control, Connected Banking helps organizations manage banking operations efficiently, maintain accurate records, and support scalable digital finance operations.

#### Who Is the Company Behind Connected Banking Solution?

- **Seller:** [AOPAY Technology](https://www.g2.com/sellers/aopay-technology)
- **Year Founded:** 2019
- **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=be69869acd00d51b606ac944a9b1175712725975bc6d859d303f828a4102b1ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faopay-technology%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Connexper](https://www.g2.com/products/connexper/reviews)

Connexper connects technology startups with investors, service providers, and software vendors to foster their growth and bridge the gap to success.

#### Who Is the Company Behind Connexper?

- **Seller:** [Connexper](https://www.g2.com/sellers/connexper)
- **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=64cad6f0b79d9f333ca92c2716ff50c00116612c8f453d42d0f71694e8399dc0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconnexper&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Consulting and Audit](https://www.g2.com/products/consulting-and-audit/reviews)

Bonza Pro Technologies has expanded its expertise and excellence to numerous sectors. We are a learning partner for Odoo, enabling us to serve clients with fully integrated business software and solutions.

#### Who Is the Company Behind Consulting and Audit?

- **Seller:** [Bonza Pro Technologies](https://www.g2.com/sellers/bonza-pro-technologies)
- **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®

### [Core Financial Concepts](https://www.g2.com/products/core-financial-concepts/reviews)

Core Financial Concepts delivers key knowledge on important topics that everyone deserves to know. Better knowledge. Better decisions.

#### Who Is the Company Behind Core Financial Concepts?

- **Seller:** [Core Financial Concepts](https://www.g2.com/sellers/core-financial-concepts)
- **HQ Location:** San Francisco, CA
- **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®

### [Corry Cincotta – Mortgage Broker](https://www.g2.com/products/corry-cincotta-mortgage-broker/reviews)

Looking for the best local mortgage broker? We help everyone—from first home buyers to seasoned property investors—find the right home loan. Whether you're refinancing, investing, building, or consolidating debt, we make it simple. As a skilled mortgage broker in Victoria, we simplify the process. We explain your options clearly and work with banks to find you the best interest rate. Our services include: First home buyer loans Refinance options Investment property loans SMSF property loans Construction and renovation loans Debt consolidation Why choose us? Access to 30+ lenders Fast approvals and stress-free service Clear, honest advice tailored to your needs Specialists in complex or previous.

#### Who Is the Company Behind Corry Cincotta – Mortgage Broker?

- **Seller:** [Digital Finance Solutions](https://www.g2.com/sellers/digital-finance-solutions)
- **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®

### [Credex Solutions Intl.](https://www.g2.com/products/credex-solutions-intl/reviews)

Strategic marketing that converts attention into revenue. Marketing Paid Media. Google Ad. SEO. Web Development. Brand Identity

#### Who Is the Company Behind Credex Solutions Intl.?

- **Seller:** [Credex Solutions](https://www.g2.com/sellers/credex-solutions)
- **Year Founded:** 2025
- **HQ Location:** Kano, NG
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fb07e24d5269a36d75598d9df1cc02217ea141023b0b56c2ec9d215e21f20e7c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcredex-solutions%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Creditntell](https://www.g2.com/products/creditntell/reviews)

Creditntell.com is a full service consulting firm which analyzes the financial health of hundreds of publicly and privately held retailers.

#### Who Is the Company Behind Creditntell?

- **Seller:** [Creditntell](https://www.g2.com/sellers/creditntell-a73e71c1-6195-4bcc-bcce-88d5b3555284)
- **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=72850e58afd2ef98bae7ef79e582cf3bb4cc786d3c8b890e60a4d3b3557e9b82&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcreditntell&secure%5Burl_type%5D=linkedin_company_website)  
100 employees on LinkedIn®

### [CRISIL Ltd.](https://www.g2.com/products/crisil-ltd/reviews)

CRISIL Ltd, is a leading strategy implementation partner that works across the globe with many of the world's biggest financial institutions in helping them grow revenues, minimize risk, enhance productivity, make better decisions and enhance returns. Globally, we provide Financial Risk (Traded Risk, Credit Risk) and Non-Financial Risk Services in addition to Quantitative Services and bespoke Research Services. Over the past two decades, we have served more than 200 institutions and over 10,000 stakeholders across banks and asset managers, pioneering the launch of new services in the process. Our consultative approach in providing "Run the Bank" and "Change the Bank" solutions & services help our clients achieve tactical and strategic goals, manage complex risks and transform with conviction.

#### Who Is the Company Behind CRISIL Ltd.?

- **Seller:** [CRISIL](https://www.g2.com/sellers/crisil)
- **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=494e81b6d36008f685fcbd24b59be75bc028fa3085fbcd822a5b3d2c62f4f95c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcrisil&secure%5Burl_type%5D=linkedin_company_website)  
6,468 employees on LinkedIn®
- **Ownership:** NSE: CRISIL

### [CrowdComputing Systems](https://www.g2.com/products/crowdcomputing-systems/reviews)

CrowdComputing Systems is the leading software-as-a-service (SaaS) crowd computing platform.

#### Who Is the Company Behind CrowdComputing Systems?

- **Seller:** [WorkFusion](https://www.g2.com/sellers/workfusion)
- **Year Founded:** 2010
- **HQ Location:** New York, NY
- **Twitter:** @workfusion  
3,425 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bcf7f1b2b541fc3d69cb9c379957fa54c5ae286d1e6c4b86779907d8a9eb726e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2627405%2F&secure%5Burl_type%5D=linkedin_company_website)  
197 employees on LinkedIn®

### [CUSO Financial](https://www.g2.com/products/cuso-financial/reviews)

We partner with you to provide successful and technologically-advanced investment programs that meet the needs of increasingly-mobile investment clients.

#### Who Is the Company Behind CUSO Financial?

- **Seller:** [CUSO Financial](https://www.g2.com/sellers/cuso-financial-7bf60cea-8be2-40cc-97a0-1ce94ba5b12a)
- **Year Founded:** 1997
- **HQ Location:** San Diego, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2a98280ed858e4ffe205e7f822c4f894128ff93e5a1292a48fcc50b41b4473a3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcuso-financial-services-lp%2F&secure%5Burl_type%5D=linkedin_company_website)  
178 employees on LinkedIn®

### [Daniella Anaman](https://www.g2.com/products/daniella-anaman/reviews)

We are a commercial real estate financing company looking to target individuals are looking for commercial real estate loan

#### Who Is the Company Behind Daniella Anaman?

- **Seller:** [CRE Capital Finance](https://www.g2.com/sellers/cre-capital-finance)
- **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®

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- [Investment Firms](/categories/investment-firms)
- [Other Business Finance](/categories/other-business-finance)

- [Tax Credit Providers](/categories/tax-credit-providers)
- [Tax Services](/categories/tax-services)

[Browse Financial Consulting Themes](/categories/financial-consulting/themes)

 ![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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