Best Financial Consulting Providers - Page 2

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
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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)

Arrowhead Strategy Group

Arrowhead Strategy Group is a fractional CFO and strategic finance firm built for founder-led businesses that want financial clarity. Founded by Jarome McKenzie, Arrowhead partners with founders as a long-term strategic ally, helping them understand their numbers, make better decisions, and grow with discipline and intention. Their approach, guided by the proprietary ARROW Framework, brings structure to financial complexity and aligns a company's numbers with its leadership goals and long-term vision. Services include: - Fractional CFO: Senior-level financial leadership providing forecasting, planning, and decision support - Growth Consulting: Strategic advisory to help founders scale responsibly - Accounting & Bookkeeping: Clean, accurate books as a foundation for business insight - Tech & Systems Strategy: Financial systems built to support scale - Exit Services: Exit roadmap design, EBITDA optimization, financial cleanups, and due diligence readiness Arrowhead works with growth-stage companies across manufacturing, logistics, e-commerce, professional services, construction, and tech. Their fractional model gives founders access to experienced financial leadership that scales with the business without the cost of a full-time hire.

Average Rating: 5.0/5.0

Total Reviews: 4

Who Is the Company Behind Arrowhead Strategy Group?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Arrowhead Strategy Group?

Nortos

Nortos provides high-quality, cost-effective and tailored CFO services for fast-growing companies and SMEs.

Average Rating: 5.0/5.0

Total Reviews: 4

Who Is the Company Behind Nortos?

  • Seller: Nortos
  • Year Founded: 2023
  • HQ Location: Düsseldorf, DE
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small, 25% Medium

What Are Recent G2 Reviews of Nortos?

Pilot

We’re the largest startup and small business-focused accounting firm in the US with a team of 300+ US-based employees. Our accountants, fractional CFOs, and tax specialists are dedicated to building a strong finance foundation for your business. We offer bookkeeping, CFO, tax services, and more for thousands of companies, ranging from two founders in a garage to hundred-person teams. Whether you’re looking to strengthen your decision-making or want a hands-off compliance solution, we'll tailor our services to your unique needs. See Pilot in action with our 8-minute demo: https://pilot.com/demo Talk to an expert: https://pilot.com/talk-to-expert

Average Rating: 4.7/5.0

Total Reviews: 143

Who Is the Company Behind Pilot?

  • Seller: Pilot
  • Company Website:
  • Year Founded: 2016
  • HQ Location: San Francisco, CA
  • Twitter: @PilotHQ
    2,856 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    433 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 97% Small, 3% Medium

What Are Recent G2 Reviews of Pilot?

What Are G2 Users Discussing About Pilot?

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ProjectionHub

ProjectionHub is the innovative solution for sales management. Give the visibility of financial via projection of revenue, expenses, asset and liability to the entrepreneurs. So that they can get more idea of the business plans and investment.

Average Rating: 4.6/5.0

Total Reviews: 4

Who Is the Company Behind ProjectionHub?

  • Seller: ProjectionHub
  • Year Founded: 2012
  • HQ Location: Indianapolis, US
  • Twitter: @ProjectionHub
    599 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 25% Small

What Are Recent G2 Reviews of ProjectionHub?

What Are G2 Users Discussing About ProjectionHub?

R2 Advisors PC

R2 Advisors is a CPA-led advisory firm that integrates accounting, tax strategy, CFO advisory, reporting, and governance into one aligned system. Based in Tysons, Virginia, the firm serves founder-led businesses, growth-stage organizations, and operationally complex institutions across the Washington, D.C. metro area and nationwide. R² Advisors is an operational finance and advisory firm focused on helping organizations maintain financial clarity as complexity increases. We integrate accounting, tax, forecasting, reporting, operational finance, and strategic advisory into one aligned financial operating environment — helping leadership teams make decisions with greater visibility, structure, and confidence. Most financial problems are not isolated failures. They are structural misalignments that spread across reporting, operations, cash flow, and decision-making long before they become visible financially. Based in McLean, Virginia, R² Advisors supports organizations across Northern Virginia, Washington, DC, and select national and cross-border engagements.

Average Rating: 5.0/5.0

Total Reviews: 4

Who Is the Company Behind R2 Advisors PC?

  • Seller: R2 Advisors PC
  • Year Founded: 2018
  • HQ Location: Mclean, US
  • Twitter: @R2CPA
    16 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of R2 Advisors PC?

BAI

BAI is a financial services agency that works to give leaders confidence to make smart business decisions.

Average Rating: 2.7/5.0

Total Reviews: 3

Who Is the Company Behind BAI?

  • Seller: BAI
  • Year Founded: 1924
  • HQ Location: Chicago, US
  • Twitter: @BAI_Info
    11,315 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    644 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 33% Large, 33% Medium

What Are Recent G2 Reviews of BAI?

What Are G2 Users Discussing About BAI?

FTI Consulting

FTI Consulting is a business advisory firm that specializes in the fields of corporate finance and restructuring, economic consulting, forensic and litigation consulting, strategic communications and technology to help organizations manage change, mitigate risk and resolve disputes: financial, legal, operational, political & regulatory, reputational and transactional.

Average Rating: 4.0/5.0

Total Reviews: 3

Who Is the Company Behind FTI Consulting?

  • Seller: FTI Consulting
  • HQ Location: Washington, DC, US
  • Twitter: @FTIConsulting
    13,540 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10,409 employees on LinkedIn®
  • Ownership: NYSE: FCN

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of FTI Consulting?

McKinsey

Leading global Management Consulting Firm

Average Rating: 4.5/5.0

Total Reviews: 10

Who Is the Company Behind McKinsey?

  • Seller: McKinsey
  • Year Founded: 1926
  • HQ Location: United States
  • Twitter: @McKinsey
    660,454 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    37,728 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small, 40% Large

What Are Recent G2 Reviews of McKinsey?

What Are G2 Users Discussing About McKinsey?

Personal Capital Wealth Management

Personal Capital Wealth Management provides financial advisory services.

Average Rating: 4.7/5.0

Total Reviews: 3

Who Is the Company Behind Personal Capital Wealth Management?

  • Seller: Personal Capital
  • Year Founded: 2014
  • HQ Location: Greenwood Village, US
  • Twitter: @PersonalCapital
    18,822 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    13,973 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Are Recent G2 Reviews of Personal Capital Wealth Management?

What Are G2 Users Discussing About Personal Capital Wealth Management?

Pocket Broker

Provider of online trading technology and financial market access solutions, offering a digital platform with trading tools, market insights, risk management capabilities, and supporting infrastructure for efficient participation in global financial markets.

Average Rating: 3.8/5.0

Total Reviews: 3

Who Is the Company Behind Pocket Broker?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Pocket Broker?

Sikich

Sikich offers a formula of professional services uniquely crafted to address your business’s challenges and opportunities. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative services to help strengthen every dimension of your business.

Average Rating: 4.1/5.0

Total Reviews: 10

Who Is the Company Behind Sikich?

  • Seller: Sikich
  • Year Founded: 1982
  • HQ Location: Chicago, Illinois
  • LinkedIn® Page: www.linkedin.com
    2,619 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 40% Medium, 40% Small

What Are Recent G2 Reviews of Sikich?

What Are G2 Users Discussing About Sikich?

EBC Financial Group

EBC Financial Group stands tall in the global financial arena as a symbol of unparalleled excellence. Their extensive international footprint has empowered them to understand and navigate the nuances of varied local markets keenly. This expertise ensures they tailor their services, meeting the distinctive needs of their diverse clientele and propelling their rapid global growth. In 2023, EBC's prowess was notably recognized when they secured Best FX Trading Platform and Best Trading Execution at the World Finance Forex Awards. These accolades speak volumes about their dominance and dedication to delivering top-tier trading solutions.

Average Rating: 5.0/5.0

Total Reviews: 2

Who Is the Company Behind EBC Financial Group?

  • Seller: EBC Financial Group
  • Year Founded: 2020
  • HQ Location: Worldwide, GB
  • Twitter: @EBCGROUP_Global
    1,078 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    292 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of EBC Financial Group?

Fintensy

Fintensy designs, develops, and operates a portfolio of digital financial services tailored for both financial institutions and non-financial businesses seeking to integrate financial capabilities into their offerings. The company’s solutions are designed to streamline processes, enable digital transformation, and support embedded finance strategies across multiple industries. Fintensy’s software suite is built on an API-first, cloud-native architecture, allowing seamless integration with existing systems. All services are GDPR-compliant and developed with robust security standards. The platform is offered as white-label technology, enabling clients to deploy under their own brand without the need for a PSD2 agreement. Core offerings include: * Easylending – A digital lending platform for automating the personal or business loan process, from application to decisioning, including KYC/AML checks, risk scoring, and document management. * Lending as a Service – An end-to-end lending infrastructure for banks, credit institutions, and fintechs to launch and manage loan products without building in-house systems. * Open Banking Services – Tools that connect to financial data sources for account aggregation, transaction categorization, and data-driven insights, enabling new customer experiences and improving decision-making. Key features and capabilities: * Modular, API-first design for flexible integration into existing workflows * Cloud-hosted infrastructure for scalability and reduced operational overhead * White-label deployment to match client branding and user experience * Built-in compliance with GDPR and industry-standard security measures * No PSD2 license requirement for service use Target audience: * Banks and credit institutions * Fintech companies * Non-financial brands seeking to offer embedded finance * Technology providers in need of financial services integration Typical use cases: * Digital transformation of lending operations in traditional banks * Embedded credit offerings within retail, e-commerce, or B2B platforms * Leveraging open banking data for credit scoring or personal finance tools * Rapid market entry for new fintech products without heavy infrastructure investment Fintensy collaborates with financial and technology partners to deliver secure, scalable, and adaptable solutions that meet evolving market demands.

Average Rating: 4.8/5.0

Total Reviews: 2

Who Is the Company Behind Fintensy?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of Fintensy?

Oaknorth

Oaknorth provides credit platform that's redefining lending to lower mid-market businesses.

Average Rating: 5.0/5.0

Total Reviews: 2

Who Is the Company Behind Oaknorth?

  • Seller: Oaknorth
  • Year Founded: 2015
  • HQ Location: London, England, United Kingdom
  • Twitter: @OakNorth
    2,786 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    684 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Oaknorth?

Voya Financial

Voya Financial is a retirement, investment, and insurance firm that offers asset accumulation, asset protection and asset distribution products and services to individual, and institutional company.

Average Rating: 5.0/5.0

Total Reviews: 2

Who Is the Company Behind Voya Financial?

  • Seller: Voya Financial
  • Year Founded: 2014
  • HQ Location: New York, US
  • Twitter: @Voya
    47,808 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9,713 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small, 50% Large

What Are Recent G2 Reviews of Voya Financial?

What Are G2 Users Discussing About Voya Financial?

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