Best Financial Consulting Providers - Page 13

How Many Financial Consulting Providers Products Does G2 Track?

Total Products under this Category: 277

Category Stats (Oct 2026)

  • Average Rating: 4.53/5 (↑0.03 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Baker Tilly (+0.06%) - Among all products in this category, Baker Tilly recorded the largest rating increase compared to last month

Last updated: October 26, 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
  • 277+ 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

Highlighted products: MSA, Deloitte Consulting, PwC, K-38 Consulting, Ernst & Young, Fiserv, Zeni, 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=fiserv&focus%5B%5D=zeni&focus%5B%5D=goldman-sachs)

Ledger Labs

Ledger Labs is an outsourced accounting and fractional CFO firm built for US small and midsize businesses in the $2M–$50M revenue range. Since 2014, our team of 150+ accountants, controllers, and fractional CFOs has helped 2,000+ ecommerce, manufacturing, and startup 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: 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?

LedgersCFO

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?

Lincoln Financial Advisors

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?

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Lion Business Co

Lion Business Co. provides international banking guidance and cross-border business solutions for entrepreneurs, business owners, and companies seeking to expand their global operations. The company supports clients exploring international and offshore banking options, with a focus on banking opportunities in financial hubs such as Hong Kong and Singapore. Its services include guidance on business account applications, banking requirements, documentation preparation, and navigating international banking processes. Lion Business Co. helps clients understand available options, evaluate requirements, and prepare for the next steps in establishing international banking relationships. Its approach focuses on practical guidance, clear communication, and solutions aligned with each client's business needs and circumstances. Whether a business is exploring international expansion or seeking banking options beyond its home market, Lion Business Co. provides support throughout the research and application process. Account opening and other financial services remain subject to the relevant institution's eligibility criteria, due diligence, and approval.

Who Is the Company Behind Lion Business Co?

Longbridge

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
  • Year Founded: 2019
  • HQ Location: Downtown Core, SG
  • LinkedIn® Page: www.linkedin.com
    147 employees on LinkedIn®

Marcum LLP

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
  • Year Founded: 1951
  • HQ Location: New York, New York, United States
  • Twitter: @MarcumLLP
    8,623 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,424 employees on LinkedIn®

MATERA Systems Informatica

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
  • Year Founded: 1987
  • HQ Location: Philadelphia, Pennsylvania, United States
  • LinkedIn® Page: br.linkedin.com
    1,244 employees on LinkedIn®

Maveric Systems

Maveric Systems is a banking-exclusive technology specialist with over 25 years of domain expertise, helping financial institutions engineer trust in AI-first banking. While others apply AI at the periphery, we embed it at the core through our proprietary AI@Scale framework and AI-powered platforms and solutions. Guided by principles that engineer trust, we embed fairness, explainability, reliability, and compliance into every AI solution by design, enabling responsible AI adoption at scale. Our domain depth across retail and corporate banking, wealth management, and capital markets, combined with a pragmatic, outcome-driven delivery model, ensures every AI initiative is rooted in contextual relevance and precision. Our AI services span strategic advisory, AI CoE establishment, platform selection, and a pod model for deploying specialist AI talent - agentic engineers, platform engineers, and banking domain experts, for outcome-driven execution at scale. Backed by dedicated AI Centers of Excellence and a strong technology ecosystem, we are the trusted engineering partner for the AI era.

Who Is the Company Behind Maveric Systems?

Mid Atlantic Capital Group

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?

Midtown Consulting Financial Services

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?

Milestone Group

Milestone Group Specializes in managed technology solutions for the Global Investments Industry

Who Is the Company Behind Milestone Group?

Muthoot Finance Ltd.

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Who Is the Company Behind Muthoot Finance Ltd.?

MutualFundWala

MutualFundWala is an AMFI-registered mutual fund distributor in India with over 20 years of experience, serving investors since 2005. The platform helps investors with SIP and lump sum investments, digital onboarding, portfolio tracking, investment calculators, and access to mutual fund schemes from leading AMCs.

Who Is the Company Behind MutualFundWala?

my529 Financial Advisor

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?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 12, 2026