Best Financial Consulting Providers - Page 12

Insiders Capital

The only ecosystem for high earners making meaningful cash flow with at least multi-6-figure net worth who want to structure, protect, and multiply their wealth. Target Audience: • High earners, Entrepreneurs, Investors, and Global professionals. Tags: Business, Fun, Community, Money, Coaching, Lifestyle Features: • Capital Access: Helps you get the funding you need to grow your business. • Networking: Connects you with a group of other high-level entrepreneurs. • Concierge: Provides luxury personal assistant services for your lifestyle. • Property Investment: Offers curated real estate deals focused on building wealth. • Wealth Strategy: Provides expert guidance on scaling your financial growth. • Exclusive Community: Gives you entry to a private member only circle.

Interpolitan Money

Interpolitan Money is a global financial services firm providing regulated account infrastructure for cross-border capital activity. Headquartered in London with offices in Toronto, Dubai, and Mumbai, Interpolitan serves private clients and family offices, corporates with international operations, investment funds, and professional intermediaries. Interpolitan provides multi-currency accounts with local and virtual IBANs, payment and FX capabilities, and escrow and safeguarded account structures. Its platform supports the holding, movement, and management of funds across multiple entities and jurisdictions, including trusts, SPVs, and fund and transaction structures. Interpolitan enables clients to establish and operate compliant financial structures where traditional banking access is limited or operationally restrictive.

ITian Corporation

ITian Corp. is distributor of F5 and also distributor of FireEye inc. R&D Center is specialized Bigdata & Security Orchestration.

Ivory Consulting

Ivory Consulting Corporation has been the leading provider of equipment lease and loan software, software customizations and consulting services for the equipment finance industry.

Jefferies

Jefferies Electronic Trading Solutions is backed by a global team of professionals located in U.S., Europe and Asia. Specifically designed for todays fragmented and rapidly changing market environment by our industry leading development team, Jefferies provides our clients with innovative electronic sales and trading solutions partnered with local expertise through Algorithmic Strategies and Program Trading.

John Galt Finance

John Galt Finance is a financial consulting and outsourced CFO service provider that helps businesses with strategic financial planning, budgeting, forecasting, and financial operations management. The firm supports startups and growing companies by delivering expert financial insights, improving decision-making processes, and optimizing overall financial performance without the need for a full in-house finance team.

Kaiser Associates, Inc.

Kaiser Associates was founded in 1981 with a simple yet powerful mission: to help executives make more informed strategic and operational decisions by incorporating external insight and analysis.

Keating & Associates

Keating & Associates is a financial services firm that offer comprehensive financial planning, investment management & insurance services for individuals & businesses.

KeepingCount

KeepingCount is a national accounting firm offering comprehensive services to help business owners free up time and improve financial performance. Their services include monthly bookkeeping, bank account and credit card reconciliations, expense tracking, management of accounts payable and accounts receivables, financial reporting, payroll services, 1099 preparation and filing, and financial performance management. Their team of accountants and CPAs bring years of experience supporting companies in hospitality, healthcare, consumer products, construction, home services, nonprofit, professional services, and entertainment industries. Clients choose to work with KeepingCount for their cost-effective and flexible service options, customer service, and technology expertise.

kept.pro

As an outsourced provider of bookkeeping and controller services, kept.pro helps CEOs of growing companies realize their business objectives by providing accurate, complete, and timely financial statements every month. Team approach Our integrated team approach gives you peace of mind about fraud, missed transactions, accounting errors and business continuity. Specialization Our exclusive focus on the QuickBooks Online ecosystem means cost-effective platform support and expertise that yields fewer material errors (of the kind that could derail a transaction or credit relationship). Fixed Fee pricing With available fixed-fee pricing, businesses with stable operations can benefit from knowing exactly what their accounting department will cost each month. US-based teams Our teams are located in the contiguous United States, providing clear, expert answers to your questions, in your time zone.

Average Rating: 4.9/5.0

Total Reviews: 4

Kobble

Kobble is an Australian payments infrastructure company and Mastercard Principal Issuer with its own RBA BSB number. Built by founders who have experienced firsthand the complexity of launching financial products, Kobble was designed to remove the barriers that slow down financial innovation. Kobble enables fintechs, neobanks, banks, retailers, and enterprises to issue cards, process payments, and access the New Payments Platform (NPP) and PayTo — without needing a full banking licence. Our platform provides businesses with the essential financial infrastructure to launch and scale while significantly reducing costs and development timelines. Rather than spending months dealing with complex integrations, compliance requirements, and technical setups, companies using Kobble can concentrate on what matters most: building great products and acquiring customers. Our modular, API-driven platform allows businesses to seamlessly integrate payments, wallets, transaction monitoring, and other financial capabilities. Key capabilities include card issuance directly to Apple and Google wallets, multi-functional digital wallets for payments and financial management, fraud and transaction monitoring, compliance automation, and embedded financial services including round-up savings and investment solutions. Kobble serves both established institutions looking to modernise without disrupting existing infrastructure, and emerging fintechs and startups seeking enterprise-grade technology to scale faster. Our platform is built for Australian regulatory requirements, with built-in compliance tools ensuring adherence to ASIC, RBA, and AML/CTF obligations. Headquartered in Melbourne, Australia, Kobble is part of the Fincraft Group and is committed to driving financial innovation for all.

Kruze Consulting

Kruze Consulting is a licensed CPA firm (California Board of Accountancy license #7637) providing accounting, tax, and fractional CFO services exclusively to venture capital-backed Delaware C-Corp startups that have raised at least $500K in venture funding, from Pre-Seed through Series C. The firm combines cloud-based accounting technology with hands-on support from experienced CPAs and accountants, averaging 10+ years of experience, to deliver accurate, audit-ready, investor-grade financials. Core bookkeeping services include transaction recording and reconciliation, automated categorization, revenue recognition, and monthly financial statement packages (income statement, cash flow statement, and balance sheet). Each client works with a dedicated accounting team that meets monthly to review financials and provide guidance. Tax services cover federal and state tax return preparation, state and local tax (SALT) compliance, and Delaware Franchise Tax filings. Kruze also specializes in identifying, calculating, and filing for R&D tax credits, helping startups offset payroll taxes and extend runway, even before they're profitable. Beyond core accounting and tax, Kruze offers fractional CFO services (financial modeling, budgeting, cash management, and fundraising support), 409A valuations, VC due diligence preparation, and M&A accounting support for startups approaching an exit or acquisition. Kruze Consulting has been named to the Inc. 5000 list of fastest-growing private companies for seven consecutive years, and its clients have collectively raised over $15 billion in venture capital funding.

KSFG Wealth

KSFG Wealth is a professional financial services firm that supports individuals and businesses in managing money wisely. We specialize in accounting, tax planning, and wealth management, helping clients simplify finances and achieve long-term success. With trusted strategies and expert guidance, KSFG Wealth ensures financial stability, growth, and confidence in every decision.

LAB Group Services

LAB Group Services is a B2B SAAS company providing a customer onboarding solution to financial services organisations in Australia and overseas.

LBMC

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.