Looking for a top fintech business consulting company?

Consulting firms provide expertise and strategic advice for any business regardless of their industry. Their key deliverables can change, but one thing remains constant — these firms are ready to provide solutions and help your business grow. Your consulting company can help you create a business strategy, manage organizational and operational processes, or provide technology consulting services.

Partnering with a consulting firm will put you on an advantageous path thanks to their knowledge and expertise. They are able to address your challenges so you can start delivering high-quality products and services to your clients. Consider hiring a consulting firm for your company and see what difference they can make.

Check out our directory of Fintech consulting firms. Browse reviews and ratings and scan by industry or specialty to find the company that's the best fit for you. (And, if you want personalized recommendations, tell us about your project.)

List of the Best Financial Services Business Consulting Companies

  • 1
    $5,000+
    10 - 49 Employees
    Alpharetta GA

    Franchise Marketing Systems is a franchise developing and marketing firm that is based in Cumming, Ga. Founded in 2009, Franchise Marketing Systems' team of about 30 employees has nearly a decade of experience specializing in management consulting, direct marketing, and advertising.

    Clients
    Shoney's
    Junk King
    Matco Tools
    Children's Miracle Network
    Industries
    Notable Project

    Franchise Marketing Systems partnered with an assisted living facility to establish and market a franchise. They built a legal model to walk the client through the franchising process, and they continue to provide marketing services. The client was appreciative of all the help that the team at Franchise Marketing Systems provided and credits the team with the project's success.

    "They helped us build a franchise model and setup the legal documentation around it. They coached and taught us, holding our hand through the process of getting our franchise up-and-running." —President, Assisted Living Facility 

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  • 2
    $50,000+
    1,000 - 9,999 Employees
    Santa Clara CA

    Founded in 2001, Trianz is a strategic agency headquartered in Santa Clara, Calif. with offices all over the United States, including Boston, Chicago, and Seattle.Their team has over 1,000 employees that specialize in big data consulting, cloud consulting, and IT strategy consulting. 

    Clients
    Comcast
    Western Digital
    Johnson & Johnson Health and Wellness
    FedEx
    Industries
    Notable Project

    Trianz performed marketing analytics for a pharmaceutical manufacturer. Their team created a strategic roadmap to market specific drugs with certain target audiences. With their assistance, processes within the pharmaceutical manufacturer were automated and accuracy improved.

    "Their resources are professional and there were very few issues between the Trianz folks and our team."– Director of Sales Operations & Technologies, Drug Manufacturer

  • 3
    $10,000+
    10 - 49 Employees
    Brooklyn NY

    Tronvig Group is a strategic agency headquartered in Brooklyn, N.Y. with an office in Germany. Since 1998, the agency and its team of over 10 have been specializing in advertising, branding, and print design. The agency focuses on clients in various industries including arts/entertainment, non-profits, and financial services. 

    Clients
    Helen Keller International
    PEN America
    Easterseals New Jersey
    Lincoln Park Zoo
    Industries
    Notable Project

    Tronvig Group created a clear and concise message for a health museum's brand. It also guided the museum on how to target audiences and what type of exhibits it should run. The museum has seen an over 300% increase in visitors since working with Tronvig Group.

    "Tronvig helped us to define who we are." – President & CEO, Health Museum 

  • 4
    $75,000+
    10 - 49 Employees
    Chicago IL

    Fresh Squeezed Ideas is a global research consultancy headquartered in Chicago, with an office in Toronto. Since 2006, their team of 25 has been specializing in market research, marketing strategy, and branding for clients in the consumer products and healthcare field. 

    Clients
    Coca-Cola
    McDonald's
    Kellogg's
    Clorox
    Industries
    Notable Project

    Fresh Squeezed Ideas conducted market research for a chocolate company. The work was to strengthen their position among specific brands. Stakeholders in the chocolate company responded very well to the work Fresh Squeezed Ideas completed.

    "The Fresh Squeezed team did a great job of distilling a number of different questions into their simplest form to make the research as impactful as possible." – Consumer Insights, Chocolate Company

  • 5
    $5,000+
    250 - 999 Employees
    McKinney TX

    ScienceSoft is an IT consulting and software development company headquartered in McKinney, Texas. Since 1989, the company has helped Fortune 500 and mid-sized businesses across the world solve complex digital challenges. The company is ISO 9001 and ISO 27001 certified to assure the quality of the services provided and the safety of the customers’ data they access.  


    ScienceSoft specializes in end-to-end software development, QA and testing, data analytics, cybersecurity, platform-specific services (Salesforce, Microsoft Dynamics 365, SharePoint, Magento, etc.), and help desk and support services. The company provides compliance with HIPAA, GAMP, FDA, PCI DSS, SOC 3, GDPR, and more.

     

    Clients
    Walmart
    Viber
    Heinz
    Koch Media
    Industries
    Notable Project

    ScienceSoft helped an IT services training and software company scale its operations through web, app, and software development. They started by building out the client's content delivery platform using PHP and MySQL and created native iOS and Android apps. They were then tapped to build out the client's main software product, for which they used a number of development frameworks. The client was impressed with the breadth of their skills. 

    " ScienceSoft's attention to detail in how everything is documented and communicated is by far the best of any agency that I've worked with. The communication and agreement process when starting a new project has been by far the easiest to handle and most professional I've seen. " – CTO, IT Services Training Company

     

  • 6
    $1,000+
    2 - 9 Employees
    Stuttgart Germany

    Asamby Consulting is an operations and organizational consulting firm from Toronto. Founded in 2019 and run under sole proprietorship, the firm offers its business consulting services to small-scale clients in advertising, e-commerce, and financial industries, among others.

    Clients
    Thinkbullish.com
    Rage to Master Sports LLC
    Industries
    Notable Project

    Asamby Consulting helped a marketing company streamline its operations across all business processes. They also put systems in place which boosted internal productivity for the client, taking loads off of staff. Their work also improved performance tracking and the training process for new employees.

    "We have also been able to internally scale our processes and systems using the foundation that Asamby laid for us." – Co-Founder, Marketing Company 

  • 7
    $50,000+
    2 - 9 Employees
    Chicago IL

    Carver Peterson Consulting is a consultancy based in Chicago and founded in 2014. With more than two experts, they specialize in business consulting solutions for small and mid-market businesses in the industries of transportation and advertising.

    Clients
    Solid Digital
    Arcalea
    LulaFit
    Industries
    Notable Project

    Carver Peterson Consulting provided sales consulting services for a digital marketing agency. The goal was to gather large amounts of data and create a viable sales process and strategy for the agency. This resulted in the agency’s close rate jumping from 56%  to 80%, among other things.

    “I have spent over a decade building this company. I did not think someone could come in in a span of a few months and be able to make such a significant impact to our organization.” - CEO, Digital Marketing Agency

  • 8
    $10,000+
    50 - 249 Employees
    London United Kingdom

    Beyond Analysis is a marketing and advertising firm that has offices in Wimbledon, United Kingdom and Sydney, Australia. Founded in 2007, Beyond Analysis's team of just over 20 employees has over a decade of experience specializing in big data consulting/SI. The firm also offers artificial intelligence and marketing research services to its clients.   

    Clients
    Visa
    McDonalds
    PwC
    Pret a Manager
    Industries
    Notable Project

    Beyond Analysis provided strategic and analytical consulting services to a holiday company. The client wanted to use data to understand and draw insights about their organization's customers, so Beyond Analysis researched strategies such as target audience analysis and brand evaluation to best position the project. The firm also used strategies like data mining. Beyond Analysis successfully developed a model that met the client's needs. The client was impressed with Beyond Analysis's flexibility and organization throughout the project. 

    "They were very organized. There were no surprises, and they were flexible and adaptable. We work in a very agile way in the digital product development area, with full end-to-end continuous delivery. They really adapted to working with us in that space very well as they have an agile mindset."-IT Director, Holiday Company 

  • 9
    $10,000+
    2 - 9 Employees
    Cincinnati OH

    BS LLC is a Strategy, Branding, and Marketing agency focused on helping clients discover their place in the world and build from purpose. 

    With science and art, we create timeless solutions for brands in transition. We help our clients grow from the inside out.

    Clients
    Kroger
    Rhinegeist Brewery
    Standard Textile
    Industries
    Notable Project

    BS LLC created an identity for a neighborhood on behalf of a commercial real estate company. They organized interviews and meetings with community leaders, business owners, and residents to guide and craft each branding materials they created. The neighborhood received $17 million in investment since BS LLC launched the new identity, and the client achieved 95% occupancy in the 17 buildings it owned.

    "From start to execution, they were no less than excellent." – Director of Commercial Development, Commercial Real Estate Company

  • 10
    $10,000+
    50 - 249 Employees
    Southampton United Kingdom

    Etch is a network of agencies, consultancies, and experts headquartered in Southampton, England, with offices in London and Cape Town. Since 2012, their team of over 50 professionals has offered business consulting, product design, and UX/UI design solutions primarily for mid-market firms, working in various industries such as consumer products, financial services, and hospitality.

    Clients
    AA
    BBC
    British Airways
    Industries
    Notable Project

    Etch provided web training services for a nonprofit using Google Design Sprints. The training was then used by the nonprofit to support engagement with parents in nursery schools. This has allowed the nonprofit to work more efficiently than before.

    "Their sprint methodology has enabled us to compress many weeks’ worth of work into a single week. Sprints allow us to receive and act on user feedback early in the development process, thereby ensuring we reach our beneficiaries with solutions that truly respond to their core needs and to do this in a cost-effective manner." - Head of Innovation, Nonprofit

  • 11
    $10,000+
    2 - 9 Employees
    Denver CO

    Headquartered in Denver, Usman Group is a boutique digital strategy consultancy. Founded in 2006, the company of under 10 also has an office in Lincolnshire, Ill. They help organizations plan, research, and execute for mostly midmarket clients in advertising & marketing, business services, health care, and manufacturing industries. 

    Clients
    LiveWorld
    Lifeline Vascular Care
    Sherman Communications & Marketing
    Creative Promotional Products
    Industries
    Notable Project

    Usman Group helped a plumbing fixtures manufacturer revitalize its brand and attract consumers by designing a user-friendly, efficient website that included a backend database for managing extensive product catalogs. As a result of its partnership with Usman Group, the manufacturer received overwhelming positive feedback and its brand perception has improved. 

    "[Usman Group] went above and beyond to find solutions that met our needs and fit our budget." – Former Digital Marketing Manager, Plumbing Fixtures Manufacturer 

  • 12
    $1,000+
    10 - 49 Employees
    Sarasota FL

    A Sarasota, Fla. based business consulting company, Quick Wins Consulting was founded in 2019. Their team of about 10 serves small businesses in industries such as financial services, business services, manufacturing, and transportation. 

    Clients
    YESBIZ
    Industries
    Notable Project

    Quick Wins Consulting provided business consulting services to a small business consulting firm. The team identified the appropriate CRM solution for the client. They exceeded expectations.

    "If you’re having any business concerns or questions, Quick Wins provides professional knowledge and understanding of business in all aspects. They’re able to give you a little bit of information about most things business." — Co-Owner, Small Business Consulting Firm

  • 13
    $5,000+
    10 - 49 Employees
    Deerfield IL

    IT Audit Group LLC is a B2B management consulting firm that focuses on IT compliance and cybersecurity. Founded in 2017 and headquartered in Deerfield, Illinois, their team of approximately 1–2 employees primarily serves midmarket clients. Their scope of services encompasses business consulting, cybersecurity, and IT strategy consulting.

    Clients
    Bold Insight
    Industries
    Notable Project

    IT Audit Group LLC conducted an information security audit for a UX consultancy. They assessed the client's adherence to specific compliance standards. Their work culminated in a comprehensive report detailing the client's compliance status. The client considers their services to be very reasonably priced.

    "The audits are handled in a very constructive manner. We’ve been able to learn a lot and improve, thanks to their work." — Quality Manager, UX Consulting Company

  • 14
    $25,000+
    2 - 9 Employees
    Sydney Australia

    Primedge is a consulting agency founded in 2017 specialized in the entrepreneurial operating system. Based out of Sydney with a team of six individuals, their business consulting services are mostly aimed at small businesses in the financial, advertising and marketing, real estate, IT, manufacturing, and telecommunications industries.

    Clients
    K & K Financial Services Pty Ltd
    Industries
    Notable Project

    Primedge provided business consultation to a mortgage broking company that needed assistance with business planning, goal setting, marketing, and sales. They were involved in improving the client's overall processes, resulting in an improvement in sales thanks to a better in-house workflow.

    "Work flow was excellent, clear and concise." – Director, Mortgage Broking Company

  • 15
    $10,000+
    10 - 49 Employees
    New York NY

    Modicum, formerly Propoint, is a design agency based in New York City. Founded in 2002, the team of nearly 50 employees specializes in content marketing, branding, and web design for larger clients.

    Clients
    Samsung
    Deloitte
    Marriott
    JP Morgan
    Industries
    Notable Project

    Modicum helped a professional coach improve their brand with more cohesive strategies. The team developed graphics and other professional products to increase the visibility of their digital presence. Additionally, they formatted and created presentations that aligned with the brand’s new look.

    "Propoint [Modicum] works very fast. They gave me two designers to work with. If there was something I didn’t like about what they proposed, they understood intuitively what I meant." – Owner, Professional Coaching Service

  • 16
    $25,000+
    50 - 249 Employees
    New York NY

    PixelPlex is a software and blockchain development company headquartered in New York City, with offices in Amsterdam, Netherlands and Minsk, Belarus. Founded in 2007, the team of 56 specializes in blockchain, custom software development, and mobile app development. They work mostly with enterprise and midmarket clients, primarily in the financial services industry. 

    Clients
    BMW
    Microsoft
    Oracle
    Rise
    Industries
    Notable Project

    PixelPlex worked on smart contract consultation and development for a crowdfunding startup. They built the contract system and created backend processes to enhance communication between the GUI and contracts. The client was impressed with their ability to deliver throughout the project.

    “As for their effectiveness, PixelPlex delivered everything we asked of them on time with no major issues.” – CTO, Crowdfunding Startup 

  • 17
    Undisclosed
    10 - 49 Employees
    Cambridge MA

    Aciron Consulting, Inc. is a business technology and management consulting firm located in Cambridge, Mass. The company was founded in 2006 and their team of around 30 provides custom software and database development, Microsoft SharePoint consulting, IT strategy, project management, and website design and development for various companies.

    Clients
    Lockheed Martin
    Velcro
    Finnegan
    Massachusetts General Hospital
    Industries
    Notable Project

    Aciron Consulting Inc. designed and built a scheduling tool and quoting software for a Construction Company to replace the latter's outdated custom quoting software. The engagement was so productive that Aciron Consulting was onboarded as an ongoing custom software development partner.

    "The CEO adds value to our business by bringing new ideas and suggestions to the table. That different perspective enhances the programs that we develop together." - President & CEO, Construction Company

     

  • 18
    $1,000+
    10 - 49 Employees
    Birmingham AL

    Atelier Lumikha is a non-voice bpo/back office services company. Launched in 2005, the team focuses on non-voice bpo/back office services, voice services, content marketing, corporate training, and more. Their small company is Dumaguete, Philippines-based.

    Industries
    Notable Project

    Lambent Consulting provides marketing services to a BPO company. Their work covers lead generation, content writing, SEO management, and advertising efforts. They also handle the firm’s social media platforms.

    “Lambent has done a good job, and we haven’t had any issues while working with them.”

  • 19
    $25,000+
    10 - 49 Employees
    Owen Sound Canada

    Firestitch Inc. is a business software company based in Owen Sound, Canada. Founded in 2008, Firestitch Inc. is composed of a team of less than 50 who provides business process automation and development, outsourced CTO, application rescue and rework, custom application development, mobile app development, web hosting and maintenance, software development, and web application development services to various companies and institutions. 

    Clients
    Lumacare
    TUIO
    TIR Software
    Industries
    Notable Project

    Firestitch developed for an Elderly Care Service a mobile app to help keep track of workers' services and produce reports in real time to reduce the response time of frontline workers and make reporting more efficient. The Elderly Care Service now uses the app confidently, with Firestitch on board to help them with any technical issues that might arise. 

    "Anything that concerns the mobile App and the technicality part of the system, they are very supportive." - Supervisor, Elderly Care Service.  

  • 20
    $50,000+
    50 - 249 Employees
    Atlanta GA

    Three Five Two is a marketing and advertising firm that provides digital strategy, social media marketing, and web development services to their enterprise and mid-market clients in the business services, financial services, and automotive industries. With offices in Atlanta, Ga., Tampa, Fl., and Newberry, Fl., their team is made up of 200 employees.

    Clients
    The Webby Awards
    YouCaring
    AutoTrader
    Industries
    Notable Project

    Three Five Two recently worked on web design, development, and marketing for a water control system company. They coordinated market research and audience targeting initiatives. The client saw an increase in sales since the site’s launch.

    “They set such a high standard for digital marketing that it will be tough for another agency to follow. And the speed and effectiveness in how they do work have been outstanding. ” - Managing Director, Water Control System Company

  • 21
    $5,000+
    2 - 9 Employees
    Mississauga Canada

    Founded in 2005, Ramsay Projects Inc is a business consulting company. They are headquartered in Mississauga, Canada and have a small team. The company offers business consulting.

    Industries
    Notable Project

    Ramsay Projects Inc assisted in the development of an accounting SaaS to fulfill a software request public bid. They conducted the initial project briefing, creating subsequent plans which served as a guide.

    "I was impressed with their professionalism and timeliness in response to a request."

  • 22
    $1,000+
    50 - 249 Employees
    United Arab Emirates

    A and A Associate L.L.C is a management consulting firm from Dubai, UAE. With about 100 team members, they work largely with midmarket businesses in the financial services industry. Established in 2010, they have a decade of experience in bookkeeping, finance and accounting outsourcing, and tax preparation.

    Clients
    Bored of Playing Indoors FZ LLC
    VVIP Tickets Hospitality & Events
    Monaco
    Vishtech Solutions DWC LLC
    Industries
    Notable Project

    Partnering with a creative agency, A and A Associate L.L.C provides months accounting services. Their work also includers quarterly filing for VAT, annual auditing, and financial reporting. The qualified team always provides quality reports. As a result, internal stakeholders are pleased with the engagement. Their communication is strong, and they’re always responsive.

    “My company is satisfied with the communication. They’re all CMA- and CA-qualified.” – Operations Manager, Creative Agency

  • 23
    $5,000+
    Freelancer
    Pittsburgh PA

    Core Money Engine is a consulting company based in Pittsburgh. Founded in 2005, this company is run by one individual. Core Money Engine's services are exclusively focused around business consulting, developing management and marketing strategies with the aim of helping businesses grow.

    Clients
    Computer Consultant Team, LLC
    Industries
    Notable Project

    Core Money Engine provided growth strategy consulting and services for a managed IT services company. They were responsible for assisting the company scale up in terms of clients and revenue, assisting with training, operations, and sales processes. The client reported a 40% growth rate.

    "Computer Consultant Team grew by 40% in 2019. In addition, we improved accounting operations that allowed us to perform monthly financial reporting and annual tax filings on time and without surprises." - President and Owner, Managed IT Services Company

  • 24
    $1,000+
    2 - 9 Employees
    Calabasas CA

    ZAD Consulting Group is a business consulting group located in Calabasas, California. Founded in 2019, they supply sales consulting, business planning, and marketing consulting services for companies across a variety of industries. 

     
    Clients
    Lemoline
    Car Lux
    Canadian Green Solutions Inc.
    Industries
    Notable Project

    ZAD Consulting Group was consulted to offer advice and insight on growing and expanding a company. They also provided strategies to improve efficiency and build a sister company. The team worked well and had very effective procedures. 

    "They are very easy to work with and trustworthy.” – CEO, Advertising Agency

  • 25
    $10,000+
    10 - 49 Employees
    Kharkiv Ukraine

    Rozdoum is a software development agency and official Atlassian Enterprise Software partner that's headquartered in Kharkiv, Ukraine. Founded in 2004, they have about 41 employees and additional offices in Tallinn, Estonia, Dover, Del., and Germany. Services include custom software development, mobile app development, and application testing. Most clients are midmarket businesses in the transportation and business services sectors. 

    Clients
    Jira
    Atlassian
    PreMotion
    Cider
    Industries
    Notable Project

    As a third-party partner, Rozdoum developed a mobile application for the shipping and logistics industry. The solution, built to the client's exact design specifications, streamlined receipts and invoices. Rozdoum delivred the app on time. 

    "When outsourcing a project, it can be difficult to find anyone with actual planning, scoping, or project management skills. They did a great job on all fronts."— CTO, Financial Technology Firm

  • 26
    $1,000+
    1,000 - 9,999 Employees
    Ho Chi Minh City Vietnam

    DIGI-TEXX is a business process outsourcing company based in Ho Chi Minh City, Vietnam, and was founded in 2003. Their team of 49 employees specializes in back-office services, voice services, and IT strategy consulting for small business and midmarket clients in the financial services and real estate industries. 

    Clients
    All Nippon Airways
    Industries
    Notable Project

    DIGI-TEXX provided outsourcing services to an IT company. They helped the client, who was dealing with a large volume of customers, to improve their report processing efficiency. The client was very happy with the service and said that it improved their efficiency. 

    “The team is capable of handling a high volume of work while producing strong results. They deliver everything on time and adapt to our needs very quickly.” – Program Manager, IT Company
     

  • 27
    $10,000+
    10 - 49 Employees
    Hong Kong Hong Kong

    PANONY is a blockchain consulting company with offices in Hong Kong, Shanghai, and Seoul. Founded in 2018, they have 15 employees who provide blockchain management and strategy to universities, Fortune 500 companies, news media outlets, and financial companies. Services include business consulting, PR, and content marketing.

    Clients
    Condé Nast
    IBM
    eBay
    Johns Hopkins University
    Industries
    Notable Project

    PANONY worked to increase the brand recognition of an IT services company in the Asian market. They focused on press placement, assisted with translation work, and generated content in Chinese and Korean. PANONY successfully acquired press placements with top-tier publications in China and Korea, as well as mainstream television interviews, increasing the client’s visibility in international markets.

    “We have had many tier 1 media placements in China and Korea, including mainstream television interviews in Korea. I am not sure how we could have possibly done this without PANONY. Their work ethic is pretty relentless. Even in times when we felt like we weren’t doing anything newsworthy, they were able to keep getting us media placement.” – Chief of Staff & Business Development, IT Services Company

  • 28
    Undisclosed
    10 - 49 Employees
    Dubai United Arab Emirates

    Founded in 2009, Confidant Global is a staffing and consulting firm that offers business consulting, financial accounting, and bookkeeping services to their clients in the legal, business, and financial services industries. Their 50 employees are based out of Dubai, UAE. 

    Industries
    Notable Project

    Confidant Global recently worked on financial services for a restaurant. They handled paperwork and leasing agreements for that client. 

    “I am personally very pleased with their services.” — COO, Restaurant

  • 29
    $50,000+
    10 - 49 Employees
    Houston TX

    Pennebaker is a branding, strategy and digital marketing agency, founded in 1984. They employ 38 staff in their office in Houston, where they provide creative marketing and business strategies to midmarket companies and global enterprises, typically in energy, healthcare, and IT. Services include UX and content strategies, marketing campaigns, brand acquisition, targeted communications, and lead-generating websites.

    Clients
    Schlumberger
    Weir
    Cheniere
    Industries
    Notable Project

    Pennebaker developed a website and provided naming and branding services for an oil and energy company. Their work included website revamps and the creation of marketing collateral. Thanks to Pennebaker, the client’s company has gone from an industry unknown to a market leader.

    “Our website traffic has grown with the company and Pennebaker has been a big part of that. Pennebaker is able to come up with things that are so outside the box while still being applicable to our company. They take the needs of our industry into account. Their creative team is their biggest value add.” – VP of Investor Relations, Oil & Energy Company

  • 30
    $50,000+
    10 - 49 Employees
    London United Kingdom

    ICEO is an IT, design, and marketing agency headquartered in Edinburgh, England with an office in Smoleńsk, Poland. Founded in 2008, their team of 22 professionals offers UX/UI design, custom software development, and business consulting services to both small and medium-sized firms. They have worked for companies in the fields of utilities, business services, and financial services.

    Clients
    BitBay
    Wolters Kluwer
    European Muay Thai Fed
    Industries
    Notable Project

    A document automated system needed help with data management and hired ICEO for their services. ICEO helped automate document management using a custom-built system, and also built a commercial website with plugins for MS Office. The product helped out in the company's document management operations.

    "They not only delivered a great product, they have found a way to commercialize it so that it would benefit my company in the long run." - Former CEO, Document Automated System

Tell us about your project
NEED HELP SELECTING A COMPANY?

Based on your budget, timeline, and specifications we can help you build a shortlist of companies that perfectly matches your project needs. Schedule a free consultation with a Manifest Analyst.

TELL US ABOUT YOUR PROJECT