Looking for a top fintech consulting firm in New York City?

Consulting firms provide in-depth knowledge and understanding in relation to the client’s industry, technology, and processes. Having this kind of business partner empowers companies to make the best decisions for the business. They provide technical and corporate assistance, helping you resolve your challenges regardless of the industry you’re in.

Consulting firms provide a wide range of services, from creating business strategies to solidifying operational processes. Take your company to the next level by partnering with a firm today. Their knowledge and expertise are valuable assets for every business.

To assist you in your search for a partner, we’ve compiled this list of the top Financial Services consulting companies in New York City. Browse descriptions, feedback, and awards to find which can best suit your company’s needs. If you need more support, tell us about your project, and we'll match you with recommended companies.

List of the Best Financial Services Business Consulting Firms in NYC

  • 1
    $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
    Visiting Nurse Service of New York
    National Museum of Women in the Arts
    Helen Keller International
    Partner Re
    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 

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  • 2
    $5,000+
    2 - 9 Employees
    New York NY

    StoreMe is a small business consulting company. Established in [node:field_pp_year_founded:value], the team provides business consulting. The company is headquartered in New York, New York.

    Industries
    Notable Project

    135 Madison was hired to create a market-sensitive pitch deck for a process automation company. To do this, the team used the firm’s existing presentations, textual information, and relevant facts and figures. 

    “They adapted to my needs, and we finished the project.”

  • 3
    $1,000+
    2 - 9 Employees
    New York NY

    Sowen, a big data company and business consulting company, is in New York, New York and London, United Kingdom. The small firm was founded in 2019. Their services include BI & big data consulting & SI and business consulting.

    Industries
    Notable Project

    Sowen created an organized and structured plan for a government office. They helped to engage stakeholders with the data and systems the client used. Occasionally, Sowen also held workshops.

    "The blended understanding and Ori's leadership through it were the key to moving forward."

  • 4
    $5,000+
    2 - 9 Employees
    New York NY

    Company Expert is a consulting team based in Charleston, S.C. with over two members. Since their founding in 1997, they have provided digital strategy, marketing strategy, and business consulting solutions for both small and mid-market businesses.

    Industries
    Notable Project

    Company Expert provided marketing services for an architecture firm. The firm was looking to refresh their brand and better position themselves for future scaling. The project has yet to conclude but the results so far have been satisfactory for the firm.

    “Workflow has been via online collaboration with regularly scheduled video conferences and emailed correspondence.” - Principal Architect, Architecture Firm

  • 5
    $10,000+
    1,000 - 9,999 Employees
    New York NY

    Crowe is a public accounting, technology, and consulting firm headquartered in Westborough, Mass. with other offices in Chicago, New York City, Indianapolis, and South Bend, Ind. It was founded in 2005 and has grown rapidly to 5,304 employees who provide CRM consulting & SI, application management and support, tax and payroll preparation, and financial accounting services. 

    Clients
    Trustmarque
    iRacing.com
    Rampart Insurance Services
    The Bridgespan Group
    Industries
    Notable Project

    A software development company needed an agency to implement a data migration project. Crowe executed the data migration from CRM 3.0 to a newer version. Crowe now provides the client custom development and CRM support as needed.

    "I think the quality of the product that they deliver is very high. Because they focus on one product, they usually do it very well the first time around. It's rare that we find glitches or any kind of defects in their work." — President & Owner, Software Development Company

  • 6
    $100,000+
    10,000+ Employees
    New York NY

    TDCX is a high-growth digital customer experience solutions provider for innovative technology and other blue-chip companies. The Company offers omnichannel CX solutions, sales, and digital marketing services, and content monitoring and moderation services. The Company has a track record of success with clients in travel and hospitality, digital advertising and media, fast-moving consumer goods, technology, financial services, fintech, government and non-governmental organizations, gaming, e-commerce, and education. TDCX has an international footprint with offices in Singapore, the Philippines, Malaysia, Thailand, China, Japan, Spain, India, Colombia and Romania, and services its clients’ customers globally in more than 20 languages. TDCX has won over 270 awards.

    Industries
    Notable Project

    TDCX provides B2C e-commerce presales support for Lenovo EMEA. The team supports 15 European countries and is able to help in 11 languages. They are customer-focused and provide sale support.

    “TDCX delivers what it promises and exceeds results, even with difficult constraints.”

  • 7
    Undisclosed
    10 - 49 Employees
    New York NY

    Braj Aggarwal, CPA, P.C. Is a small accounting company. They focus on accounting and business consulting and were launched in 2007. The company is headquartered in Jackson Heights, New York.

    Industries
    Notable Project

    Braj Aggarwal, CPA, P.C served as the primary financial auditors of a steel manufacturing company. They complied with the Generally Accepted Auditing Standards (GAAS) and provided thorough financial reports.

    "They educated us when there was a difference of opinion, and their staff was courteous. Braj Aggarwal is a good firm."

  • 8
    $5,000+
    2 - 9 Employees
    New York NY

    CultureStrategy is an HR company founded in New York in 2017 with fewer than 10 professionals. They specialize in HR services, corporate training, and business consulting solutions for clients in the industries of financial services and healthcare.

    Clients
    GP
    Groupon
    Coca-Cola
    Lyft
    Industries
    Notable Project

    CultureStrategy provided staff augmentation solutions for a gaming development firm. The firm needed assistance with inclusion and diversity training. CultureStrategy’s assistance resulted in a 96% engagement from the training.

    “They...have great technical as well as soft skills.” - CEO & President, Gaming Development Firm

  • 9
    $1,000+
    2 - 9 Employees
    New York NY

    Wilcox Williams is a New York-based consultancy founded in 2016 with no more than 10 employees. They specialize in business consulting, digital strategy, and UX/UI design solutions for small and mid-market companies alike.

    Clients
    PNC
    BNY Mellon
    UPMC
    GSK
    Industries
    Notable Project

    Wilcox Williams provided UX consulting solutions for an education platform. Wilcox Williams provides plenty of feedback that the platform is able to work with. Wilcox Williams helped with the redesign of the platform through consulting.

    “I have very similar aesthetic values to Alex, which makes him easy to work with.” - Head of Design, Education Platform

  • 10
    $5,000+
    2 - 9 Employees
    New York NY

    Forcery Salesforce Consultants New York City is a consulting partner founded in New York in 2020. Their team of no more than 10 offers CRM consulting, marketing strategy, and business consulting solutions for enterprise-level and mid-market businesses.

    Industries
    Notable Project

    Forcery Salesforce Consultants New York City provided Pardot implementation services for a hedge fund. The goal was to implement a marketing solution for the fund to gain a presence. A solution was formed two weeks earlier than expected.

    “Product knowledge, communication and helpfulness was perfect.” - Interim CIO, Hedge Fund

  • 11
    Undisclosed
    50 - 249 Employees
    New York NY
    RF|Binder is a midsize marketing strategy company located in New York, New York; Needham, Massachusetts and Los Angeles, California. Founded in 2001, the team offers marketing strategy, public relations, branding, digital strategy, and more.
    Industries
  • 12
    Advention Business Partners Logo

    Advention Business Partners

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    $50,000+
    50 - 249 Employees
    New York NY
    Advention Business Partners is a midsize business consulting and marketing strategy company. Founded in 2001, the team offers business consulting and marketing strategy. The firm is based in Paris, France and New York, New York.
    Industries
  • 14
    $5,000+
    2 - 9 Employees
    New York NY
    Detaxify - Tax Relief is a small business consulting company. The New York, New York-based company was launched in 2017. Their services include business consulting and accounting.
    Industries
  • 15
    $50,000+
    1,000 - 9,999 Employees
    New York NY

    West Monroe is a Chicago, Illinois-based cloud consulting & SI company. The large company was launched in 2002. Their services include cloud consulting & SI, CRM consulting and SI, cybersecurity, IT strategy consulting, and more.

    Industries
  • 16
    $50,000+
    250 - 999 Employees
    New York NY

    Headquartered in San Francisco, Prophet is a consultancy agency with other offices in Atlanta, Chicago, New York City, Richmond, Va., Berlin, Hong Kong, Shanghai, London, and Zurich. Since 1992, their team of 540 has been specializing in web design, SEO, digital strategy, and more. Prophet works with clients in various industries including consumer products, hospitality, and information technology.

    Clients
    Electrolux
    T-Mobile
    UBS
    Gatorade
    Industries
    Notable Project

    After years of disappointing performance, a retailer hired Prophet to determine the issue and work on the branding. After researching the retailer's history and client base, the agency created an engaging and impactful store design. The business has begun seeing an increase in traffic. 

     

  • 17
    Undisclosed
    10 - 49 Employees
    New York NY
    BEworks Inc. Is a small corporate training and business consulting company. They provide corporate training and business consulting and were established in 2010.
    Industries
  • 18
    $25,000+
    10 - 49 Employees
    Stamford CT
    Founded in 2017, Cadilus is a business consulting company. Their small team is in Stamford, Connecticut and specializes in business consulting, finance & accounting outsourcing (FAO), and BI & big data consulting & SI.
    Industries
  • 19
    $1,000+
    2 - 9 Employees
    Edison NJ
    VinPro Coaching is a small Edison, New Jersey-based business consulting company. Their services include business consulting, corporate training, and HR services.
    Industries
  • 20
    Cedar Management Consulting International Logo

    Cedar Management Consulting International

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    $50,000+
    50 - 249 Employees
    New York NY
    Cedar Management Consulting International, an IT strategy consulting company, was established in 1985. The firm specializes in IT strategy consulting, business consulting, cloud consulting & SI, BI & big data consulting & SI, and more and has a midsize team.
    Industries
  • 21
    $10,000+
    10 - 49 Employees
    New York NY
    BrandPie is a branding agency based in New York, New York and London , United Kingdom. The small firm was launched in 2008. Their team focuses on branding, logo, business consulting, advertising, and more.
    Industries
  • 22
    Undisclosed
    50 - 249 Employees
    New York NY
    StrawberryFrog is a human resources company. They provide HR services, advertising, branding, business consulting, and more and were founded in 1999. Their midsize team is headquartered in New York, New York.
    Industries
  • 23
    Undisclosed
    10 - 49 Employees
    New York NY
    Delv Global is a data analytics company. The small New York, New York-based company was launched in 2007. Their team offers BI & big data consulting & SI, business consulting, cloud consulting & SI, IT strategy consulting, and more.
    Industries
  • 24
    Undisclosed
    50 - 249 Employees
    New York NY
    Piwik PRO is a data analytics company. Their midsize team is located in Wrocław, Poland; New York, New York; Köln, Germany and Rotterdam, Netherlands. Their services include BI & big data consulting & SI, conversion optimization, custom software development, corporate training, and more. The company was launched in 2013.
    Industries
  • 25
    Akram | Assurance, Advisory & Tax Firm Logo

    Akram | Assurance, Advisory & Tax Firm

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    $5,000+
    10 - 49 Employees
    New York NY
    Akram | Assurance, Advisory & Tax Firm is an accounting company. In Cary, North Carolina; New York, New York and Raleigh, North Carolina, their small team specializes in accounting, business consulting, and finance & accounting outsourcing (FAO). The firm was established in 2013.
    Industries
  • 27
    $25,000+
    50 - 249 Employees
    New York NY
    Deepend is a midsize website development company. The Surry Hills, Australia-based company was founded in 2000. Their team offers web development, mobile app development, ux/ui design, digital strategy, and more.
    Industries
  • 28
    Principal Media Communications, LLC Logo

    Principal Media Communications, LLC

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    $1,000+
    2 - 9 Employees
    New York NY
    Established in 2017, Principal Media Communications, LLC is an advertising company. Their small team is in New York, New York and provides advertising, business consulting, media planning & buying, pay per click, and more.
    Industries
  • 29
    $5,000+
    2 - 9 Employees
    Glendale NY
    Digideo is an e-commerce development firm headquartered in Glendale, New York and Warszawa, Poland. The small agency was established in 2012. Their services include e-commerce development, CRM consulting and SI, and business consulting.
    Industries
  • 30
    Undisclosed
    10 - 49 Employees
    New York NY
    HANGAR49 is an email marketing company. They focus on email marketing, market research, marketing strategy, business consulting, and more and were established in 2016. The firm is located in Cape Town, South Africa; Tel Aviv-Yafo, Israel and New York, New York.
    Industries
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