Finance
+243
Financial Advisory (2025 Update)
This group reveals opportunities in the fintech space, particularly companies focused on democratizing wealth management via digital platforms and innovative lending models. Several are enabling financial access for underserved businesses and individuals.
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Real-Time Scouting Assistant
There are 8 highlights worth noting for this list.
Mentioned on News
4
Open Positions
3
Recently Funded
1
Latest Highlights
Explore Financial Advisory featuring 250 Companies in Finance Industry
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CFPro Ltd | - | Business and Strategic Financial Support that helps your business grow faster &... | CFPro works in partnership with businesses to support them achieving their strat... | - |
United Kingdom
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London | United Kingdom (HQ) | 2014 | Finance, Financial Services | [email protected] |
1
Low
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20
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1.6K (69%) | - | - | - | - | 848 | 4 months ago | |
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Entourage | - | Award winning Finance & Mortgage Broking | Property Advisory | 2022 AMA Brokerag... |
Meet the award winning Entourage Group. We believe in giving quality advice and... |
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Australia
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- | Australia (HQ) | 2015 | Finance, Financial Services +1 | [email protected] |
1
Low
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34
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7.4K | - | - | - | - | 1426 | 1 year ago | |
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Cincinnati Capital | - | Experience comprehensive guidance on business valuations to effectively manage f... | Cincinnati Capital provides a comprehensive suite of services in one package. Th... | - | - | - | - | 1993 | Finance, Financial Services +1 | [email protected] |
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897
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252 (-85%) | - | - | - | - | 19341 | 9 ZRg 6Z7 | |
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Crystal Finance Company L... | - | Your Reference Credit Service Provider | Crystal Finance operates as a specialized financial institution dedicated to pro... | - |
Nigeria
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- | Nigeria (HQ) | 2014 | Finance, Financial Services +1 | [email protected] |
1
Low
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16
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635 | - | - | - | - | 1497 | 4 months ago | |
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Baker Tilly JFC | - | Providing the highest quality of Auditing, Tax, Consulting and Business Advisory... | Baker Tilly JFC, headquartered in Dubai has been providing the highest quality o... | - |
United Arab Emirates
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- | United Arab Emirates (HQ) | 1980 | Finance, Financial Services | [email protected] |
1
Low
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277
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2.9K (-41%) | - | - | - | - | 37110 | 4 months ago | |
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NiveshGuru® | - | Sampatti Ki Unatti | NiveshGuru will act as your guiding light to the path of financial enlightenment... | - |
India
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Mumbai | India (HQ) | 2016 | Finance, Financial Services | [email protected] |
1
Low
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6
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217 | - | - | - | - | 274 | 5 for U6w | |
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Afi | - | Leading Spanish company in advisory, consulting and independent training in econ... | Afi is a leading Spanish company in advisory, consulting and independent trainin... | - |
Spain
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- | Spain (HQ) | 1987 | Finance | [email protected] |
1
Low
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438
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83.6K (2%) | - | - | - | - | 38688 | 4 months ago | |
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Prakash Jhunjhunwala & Co... | - | We are a leading Tax Consultant in Mumbai offering Tax Consultancy & Restructuri... |
The Firm expertises in tax and assurance services. With over four decades of s... |
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India
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Mumbai | India (HQ) + 1 | 1993 | Finance, Financial Services | [email protected] |
1
Low
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17
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34 | - | - | - | - | 967 | 3 1y7 O6q | |
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Peninsula Capital Advisor... | - | Fair, objective, independent financial advisory which draws upon decades of firs... | Peninsula Capital Advisors, LLC was formed in the Fall of 2018 by veteran Wall S... | - |
United States
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New York | United States (HQ) | 2018 | Finance, Financial Services +1 | - |
1
Low
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3
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131 | - | - | - | - | 20 | 8 lkf 7YB | |
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SD Partners EU | - | All the benefits of a financial boutique | SD PARTNERS is a Corporate Finance firm specialized in financial advice to compa... | - |
Spain
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- | Spain (HQ) + 3 | - | Finance, Financial Services | [email protected] |
1
Low
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1
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262 (-68%) | - | - | - | - | 54999 | 1 XBW JXs | |
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EFIC Partners | - | Expert financial and strategic advisory, dedicated to value generation and excel... |
EFIC Partners is an independent financial boutique based in Lima, Peru. We prov... |
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Peru
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- | Peru (HQ) | 2009 | Finance, Banking | - |
1
Low
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10
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1.0K (6%) | - | - | - | - | 1584 | 5 months ago | |
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Normandin Beaudry | - | Animée par la rémunération globale / Ignited by a total rewards mindset | Founded in 1992, Normandin Beaudry is Canada’s leader in actuarial and total rew... | - |
Canada
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Montreal | Canada (HQ) + 2 | 1992 | Finance, Financial Services +1 | [email protected] |
1
Low
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357
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30.1K (227%) | - | - | - | - | 11384 | 5 months ago | |
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Marcuard Family Office | - | Simplifying complex wealth and investment planning for multi-generational family... | Marcuard Family Office is a multi-family office that helps your family sustain v... | - | - | - | - | 1998 | Finance, Wealth Management | [email protected] |
1
Low
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40
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994 (-59%) | - | - | - | - | 5 | 5 months ago | |
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Rise High Financial Solut... | - | Empowering you to achieve your financial and lifestyle goals so that you can liv... | Since 2011 our SA based family run mortgage broking business has been empowering... | - |
Australia
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- | Australia (HQ) | 2011 | Finance, Financial Services +1 | [email protected] |
1
Low
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26
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10.3K (-10%) | - | - | - | - | 600 | 4 months ago | |
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LFG+ZEST | - | Accountability, Courage, Respect. |
LFG+ZEST, authorized by FINMA, represents a pinnacle of wealth and fund manageme... |
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Switzerland
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Lugano | Switzerland (HQ) + 2 | 2007 | Finance, Financial Services +1 | - |
1
Low
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32
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1.1K (63%) | - | - | - | - | 996 | 4 months ago | |
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Essex Capital Group | - | Helping businesses achieve financial success through expert advisory and tailore... | Essex Capital Group is a family-owned corporate financial advisory firm establis... | - | - | - | - | 2003 | Finance, Financial Services +1 | - |
1
Low
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227
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729 | 8 years ago | Debt Financing | 1 | 10.0M | 219 | 10 months ago | |
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Watkinson Capital Advisor... | - | www.watkinsoncap.com Welcome to the Professional Side of Investing in Municipal... | We build custom municipal bond SMAs directly for the discerning municipal bond i... | - |
United States
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Berwyn | United States (HQ) | 2009 | Finance, Financial Services | - |
1
Low
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2
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888 (95%) | - | - | - | - | 283 | 5 months ago | |
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Alliance Knowledge Partne... | - | We are a trusted knowledge partner that helps small, and large enterprises get t... | Alliance Knowledge Partners is a global provider of on-demand, high-quality rese... | - |
India
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Mumbai | India (HQ) | 2018 | Finance, Financial Services | [email protected] |
1
Low
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2
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993 | - | - | - | - | 540 | 3 B8m qWz | |
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Caravel Consulting | - | The financial advisory boutique for Private Equity funds and entrepreneurs | Caravel Consulting is a corporate strategy and financial advisory boutique servi... | - |
France
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- | France (HQ) | 2014 | Finance, Financial Services | [email protected] |
1
Low
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2
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285 (-13%) | - | - | - | - | 19213 | 4 d1E upo | |
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Entire Financial Solution... | - | Working together to achieve your financial goals. | Entire Financial Solutions is an award winning financial planning practice based... | - |
Australia
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Caloundra | Australia (HQ) | - | Finance, Financial Services +1 | [email protected] |
1
Low
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1
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899 | - | - | - | - | 30 | 3 WgR thX | |
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RNM India | - | Assurance, Taxation, Corporate Legal, Corporate Finance Advisor & Consultancy Se... | RNM was established by Late Mr R.N. Marwah in the year 1946. Commencing from the... | - |
India
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New Delhi | India (HQ) + 3 | 1946 | Finance, Financial Services +1 | [email protected] |
1
Low
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109
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12.0K | - | - | - | - | 10726 | 4 months ago | |
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Wayfinder Tax Relief, LLC | - | The Agent Successful Multifamily Owners Use | Are you frustrated with over-taxation at your multifamily property? We hate it w... | - |
United States
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Gilbert | United States (HQ) | 2018 | Finance, Financial Services | [email protected] |
1
Low
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8
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910 (-5%) | - | - | - | - | 1266 | 5 months ago | |
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Ártica | - | Escritório independente de Investment Banking e Asset Management | O Ártica é um escritório independente de assessoria financeira em M&A e investim... | - |
Brazil
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- | Brazil (HQ) | 2013 | Finance, Financial Services | [email protected] |
1
Low
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47
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882 (-58%) | - | - | - | - | 12623 | 10 months ago | |
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Time Value Investments, I... | - | TVI is a broker and portfolio manager with a mission to help institutions and pu... | Time Value Investments, Inc. or "TVI", specializes in Institutional Fixed Incom... | - |
United States
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Seattle | United States (HQ) | 2010 | Finance, Financial Services | [email protected] |
1
Low
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5
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1.1K (43%) | - | - | - | - | 32 | 8 rkC m4z | |
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Monstro | - | Your independent guide to building and protecting your wealth. | Stealth fintech company located in New York, USA | - |
United States
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West Palm Beach | United States (HQ) | 2021 | EdTech, Finance +5 | [email protected] |
1
Low
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10
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108 | - | - | - | - | 2501 | 8 FDq Jmn | |
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Comercio Partners Limited | - | Leading Into the Future... | Comercio Partners, is a limited-liability company in Nigeria with core business... | - |
Nigeria
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- | Nigeria (HQ) | 2016 | Finance, Financial Services +1 | [email protected] |
1
Low
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53
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571 (-83%) | - | - | - | - | 5263 | 4 months ago | |
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Pacific One Financial, LL... | - | Advanced planning strategies focused on Tax, Risk, and Expense Reduction |
Experienced Specialists Providing Complimentary Analysis & Execution Plans Pacif... |
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United States
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Laguna Hills | United States (HQ) | 2016 | Finance, Financial Services | [email protected] |
1
Low
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6
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430 | - | - | - | - | 9 | 2 KkS oO1 | |
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GrowthPoint Technology Pa... | - | Helping technology companies achieve their strategic objectives | GrowthPoint Technology Partners is a San Francisco based investment bank with gl... | - |
United States
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San Francisco | United States (HQ) + 1 | 2005 | Finance, Fintech | [email protected] |
1
Low
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25
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1.2K (-43%) | - | - | - | - | 5687 | 5 months ago | |
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RedRidge | - | Confidence, elevated. Financial due diligence is all we do — revealing risks and... |
Financial due diligence is all we do. We simplify due diligence for lenders and... |
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United States
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Chicago | United States (HQ) + 4 | 2009 | Finance, Financial Services | - |
1
Low
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33
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991 (-45%) | - | - | - | - | 1269 | 4 months ago | |
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Charles Fish Investments,... | - | CFI Builds and maintains expertly tailored, tax efficient portfolios for familie... | Established in 1984, CFI is an investment adviser registered with the Securities... | - |
United States
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Irvine | United States (HQ) | 1984 | Finance, Financial Services | [email protected] |
1
Low
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8
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270 (-100%) | - | - | - | - | 94 | 4 months ago | |
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One Investimentos | - | Um dos maiores escritórios credenciados ao BTG Pactual – maior banco de investim... | Criada em 2016 por três sócios com grande expertise no mercado financeiro, a One... | - |
Brazil
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- | Brazil (HQ) + 5 | 2016 | Finance, Financial Services | - |
1
Low
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163
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3.3K (-54%) | - | - | - | - | 12167 | 4 months ago | |
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ASA India Financial Advis... | - | Developing innovative, business-oriented solutions with dedicated expertise sin... | Founded in 2011, ASA is a team of highly credentialed professionals offering str... | - | - | - | - | 2011 | Finance, Legal Tech | - |
1
Low
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29
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657 (-34%) | - | - | - | - | 529 | 4 months ago | |
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Propel Money | - | A trusted wealth manager that helps you invest and grow your money. | Propel Money makes wealth creation simple, accessible and affordable for every I... | - |
India
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Bengaluru | India (HQ) | 2021 | Finance, Financial Services +2 | - |
1
Low
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3
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452 | - | - | - | - | 98301 | 5 ljj vii | |
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ICA Partners | - | Corporate and project finance advisory specialists |
ICA Partners is one of Australia’s leading boutique advisory firms. We have carv... |
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Australia
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- | Australia (HQ) | 2012 | Finance | - |
1
Low
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43
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1.9K (-53%) | - | - | - | - | 1934 | 5 months ago | |
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First Actuarial | - | Helping trustees and employers get the best out of their pension schemes, with i... | At First Actuarial, we give trustees and employers the right blend of pension ad... | - |
United Kingdom
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Leeds | United Kingdom (HQ) + 4 | 2004 | Finance, Financial Services | - |
1
Low
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343
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2.2K (-31%) | - | - | - | - | 9090 | 4 months ago | |
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PGM Capital | - | When You Succeed, We Succeed! | PGM Capital, is a Licensed Asset Management, Securities Intermediaries and Finan... | - |
Netherlands Antilles
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- | Netherlands Antilles (HQ) | 2009 | Finance, Financial Services | - |
1
Low
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1
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1.3K (46%) | - | - | - | - | 66 | 5 months ago | |
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1857 Advisors Group/ 1857... | - | Cutting-edge Financial, Strategic,Wealth,KPO services for Fin Sponsors, Corporat... | Founded in 2012, 1857 Advisors is one of the oldest employee owned independent e... | - |
United States
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- | United States (HQ) | 2012 | Finance, Health Care +1 | - |
1
Low
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6
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435 | - | - | - | - | 350 | 9 years ago | |
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TM Inversiones | - | ALyC lider en volumen operado de opciones en BYMA. - BYMA Nº81 | ALyC Propio CNV... | Somos TM Inversiones, un Agente de Liquidación y Compensación Integral (ALyC). C... | - | - | - | - | 2016 | Finance, Financial Services | - |
1
Low
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11
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64.5K (1%) | - | - | - | - | 390 | 5 months ago | |
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PAMRIA.LLC | - | Simplify Your Life | Philosophy: I founded PAMRIA because I believe that the financial services busin... | - |
United States
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Seattle | United States (HQ) | 2010 | Finance, Financial Services | - |
1
Low
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4
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440 | - | - | - | - | 253 | 1 year ago | |
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Goldmine Finance | - | Smart loans, Smart results | Goldmine Finance Limited was founded in 2011 dedicated to boosting the financial... | - |
Uganda
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- | Uganda (HQ) | 2011 | Finance, Financial Services | - |
1
Low
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34
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374 (434%) | - | - | - | - | 704 | 4 months ago | |
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First Financial Network | - | First in the business. First in loan sales. | Since our founding in 1989, FFN has provided loan sale advisory and valuation se... | - |
United States
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Oklahoma City | United States (HQ) | 1989 | Finance, Financial Services | - |
1
Low
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28
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1.2K (-43%) | - | - | - | - | 807 | 5 months ago | |
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AGK Partners | - | Tax and Accounting for Ambitious Businesses | Our purpose is to enable individuals and businesses to maximise their financial... | - |
United Kingdom
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London | United Kingdom (HQ) | - | Finance, Financial Services | [email protected] |
1
Low
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39
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768 (-41%) | - | - | - | - | 515 | 1 year ago |