Best Financial Consulting Providers - Page 17

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)

Simply

Simply is an Information Technology & Services company

Who Is the Company Behind Simply?

SingX

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

Who Is the Company Behind SingX?

  • Seller: SingX
  • Year Founded: 2014
  • HQ Location: Singapore, SG
  • LinkedIn® Page: www.linkedin.com
    61 employees on LinkedIn®

Smh Markets

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?

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Solactive

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?

Sovrenn Financial Technologies

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?

Spero Smith Investment Advisers

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?

SREERAM

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?

StepStone

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?

Steward Partners

Steward Partners is an employee-owned, full-service independent financial services firm dedicated to providing comprehensive wealth management solutions to families, businesses, and multigenerational investors. Established in 2013, the firm emphasizes a culture of transparency, camaraderie, and excellence, which has propelled its substantial growth in a competitive industry. With a commitment to exceptional client service and forward-thinking partnerships, Steward Partners has been recognized among Barron's Top 100 Registered Investment Advisor Firms, ranking #18 in 2024. Key Features and Functionality: - Comprehensive Wealth Planning: Tailored strategies to help clients achieve their financial goals. - Investment Strategy Implementation: Customized investment plans aligned with clients' objectives. - Professional Asset Management: Expert management of client portfolios to optimize returns. - Institutional Consulting: Advisory services for institutions seeking strategic financial guidance. - Business Solutions: Financial services designed to support business growth and sustainability. Primary Value and Solutions Provided: Steward Partners offers a unique blend of full-service independence with equity upside, catering to both advisors and clients. For advisors, the firm provides a supportive environment that fosters growth and success. Clients benefit from multifaceted financial solutions delivered with an exceptional client experience, ensuring their diverse financial needs are met with personalized and professional service.

Who Is the Company Behind Steward Partners?

StockComparison

Compare stocks side-by-side with detailed financial metrics, performance charts, and key ratios. Analyze P/E ratios, growth rates, dividends, and more. Make smarter investment decisions with our free stock comparison tool. Tags: AI Business Data Analysis, Analytics, Business, Charts, Data, Money Target Audience: Retail investors, Beginner traders, DIY investors, ETF investors, and Growth-focused investors. Features: • Side by Side Comparison: Compares stocks directly, showing their differences. • Financial Metrics: Shows key financial data like revenue and profit. • Performance Charts: Displays stock price history visually. • Key Ratios: Calculates and presents ratios like P/E for easy analysis. • PE Ratio Analysis: Lets you see and compare price to earnings ratios. • Growth Rate Analysis: Helps you analyze how fast a company is growing. • Dividend Information: Provides data on dividends paid by the stocks. • Smarter Decisions: Aids in making better informed investment choices.

Who Is the Company Behind StockComparison?

Stratego

Stratego Intel Consulting is a boutique Fractional CFO firm serving fitness, wellness, and HALO brands between $500K and $30M in revenue. Services include 13-week cash flow forecasting, unit economics by location, QuickBooks cleanup, AI-powered FP&A via Valisights, investor-ready reporting, and franchise unit economics support. Founded by Albert Ramos Jr. — 16+ years of executive leadership at Life Time Inc. (NYSE: LTH), Gold's Gym, and 24 Hour Fitness. Month-to-month retainers starting at $3,900/month.

Who Is the Company Behind Stratego?

SuperMoney

SuperMoney is a financial services comparison platform that helps millions of Americans make smarter decisions about personal loans, credit cards, savings accounts, mortgages, auto loans, student loans, business loans, insurance, investing, and tax relief services. The platform provides transparent, side-by-side comparisons across 50+ financial product categories, combining real-time data with user-generated reviews to give consumers a complete picture before they commit. At the core of the platform is SuperMoney's loan offer engine. Users submit a single application and receive competing pre-approved offers from multiple lending partners in real time — no hard credit pull required to compare. The engine has processed over $5 billion in financing requests since its 2017 launch, covering personal loan offers, auto loan refinancing, student loan refinancing, and debt consolidation options. Beyond loan comparison, SuperMoney provides in-depth reviews and ratings for financial service providers across credit repair companies, debt relief services, tax relief firms, online banks, credit unions, robo-advisors, and brokerage platforms. Each review includes verified customer feedback, fee breakdowns, eligibility requirements, and pros and cons — helping users evaluate options based on real experiences rather than marketing claims. In 2025, SuperMoney launched an AI-powered personal finance app available on web, iOS, and Android. The app brings together automated budgeting tools, account aggregation, credit score monitoring, and an intelligent loan refinancing feature that identifies savings opportunities across a user's existing debt. The app is designed to give consumers ongoing financial visibility, not just a one-time comparison. SuperMoney also operates a point-of-sale financing platform for small businesses. Merchants in home improvement, healthcare, and specialty retail can offer their customers financing at checkout at no cost — SuperMoney generates revenue through its lending partners rather than charging merchants a discount rate. Headquartered in Santa Ana, California and founded in 2013 by Miron Lulic, SuperMoney has grown into one of the fastest-growing financial technology companies in the United States. The company has been recognized on the Inc. 5000 list of fastest-growing private companies for five consecutive years (2021–2025), the Deloitte Technology Fast 500 for three consecutive years (2022–2024), and the Financial Times Americas' Fastest-Growing Companies list in both 2024 and 2025. SuperMoney was also named Best Financial Product Comparison Service by Fintech Breakthrough in 2023 and 2024. SuperMoney's industry research and data have been cited by major publications including CNBC, Forbes, Business Insider, The Wall Street Journal, Fox News, and Reader's Digest.

Who Is the Company Behind SuperMoney?

Synergetics

Synergetics performs hands-on detailed management, financial, and operational assessments to develop and deliver specific cost savings and revenue enhancement initiatives.

Who Is the Company Behind Synergetics?

  • Seller: Synergetics
  • Year Founded: 1975
  • HQ Location: Portsmouth, New Hampshire, United States
  • LinkedIn® Page: www.linkedin.com
    103 employees on LinkedIn®

Tactical Investor

At the Tactical Investor, we combine Mass Psychology with the best aspects of Technical analysis to determine key market turning points. Don’t waste time trying to predict the exact top or bottom in a market. This endeavour best left to fools with plenty of time on their hands. Trying to identify the exact top or bottom is like trying to catch a falling a dagger; a painful process fraught with pain and failure. Instead our focus is on determining whether the masses are Euphoric or in a state of panic; these two conditions are highly effective at signalling market tops and bottoms

Who Is the Company Behind Tactical Investor?

The Save Solutions

Save Solutions Pvt. Ltd. as one of the largest Business Correspondent Network in India has established 8500+ Kiosks (Customer Service Point: a kind of Information technology enabled kiosk run by local entrepreneur for facilitating basic banking services) in 28 states of India with an special focus on rural areas.

Who Is the Company Behind The Save Solutions?

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