Best Fintech Business Consulting Companies in New York City

Investing in a consulting firm is a great way to achieve your company’s objectives.

Thankfully, New York City has many skilled fintech consulting firm to explore. Get started finding Financial Services consulting companies in NYC using our list of the best companies from around the world. Browse ratings and reviews, client testimonials, and work portfolios to make an informed business decision about which fintech consulting companies is best for your business.

List of the Best Financial Services Business Consulting Firms in New York City

  • 1

    Trianz

    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. 

    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

    Former clients
    Comcast
    Western Digital
    Johnson & Johnson Health and Wellness
    FedEx
    Kroger
    $ $ $ $ $
    equalizer $50,000+
    group1,000 - 9,999 Employees
    place Jersey City, NJ
    5.0
    5.0
    2 Clutch reviews
    Awards

    Forbes: America's Best Management Consulting Firms (2019)

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  • 2

    Tronvig

    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. 

    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 

    Former clients
    Helen Keller International
    PEN America
    Easterseals New Jersey
    Lincoln Park Zoo
    $ $ $ $ $
    equalizer $10,000+
    group10 - 49 Employees
    place Brooklyn, NY
    4.8
    4.8
    4 Clutch reviews
    Awards

    Muse Creative Awards (2018)

  • 3

    Company Expert

    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.

    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

    $ $ $ $ $
    equalizer $5,000+
    group2 - 9 Employees
    place New York, NY
    4.8
    4.8
    3 Clutch reviews
  • 4

    Crowe LLP

    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. 

    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

    Former clients
    Mitsubishi
    Trustmarque
    iRacing.com
    Rampart Insurance Services
    $ $ $ $ $
    equalizer $10,000+
    group1,000 - 9,999 Employees
    place New York, NY
    5.0
    5.0
    4 Clutch reviews
  • 5

    Wilcox Williams

    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.

    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

    Former clients
    PNC
    BNY Mellon
    UPMC
    $ $ $ $ $
    equalizer $1,000+
    group2 - 9 Employees
    place New York, NY
    4.5
    4.5
    1 Clutch review
  • 6

    Fictive Studios

    Fictive Studios is a software and mobile app development agency founded in 2016 with over 50 experts. They offer mobile app development, branding, and UX/UI design solutions from their office in Richmond, Texas.

    Notable Project

    Fictive Studios developed a mobile app for an errands company. The app was originally created by the company but it didn’t meet their expectations. The company was impressed with the improved app that Fictive Studios developed.

    "They’re a respectful, professional organization, and a lot of other companies I’ve spoken to in this industry simply haven’t been." – CEO, Errands Company

    $ $ $ $ $
    equalizer $10,000+
    group50 - 249 Employees
    place Newark, NJ
    5.0
    5.0
    2 Clutch reviews
  • 7

    CultureStrategy

    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.

    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

    Former clients
    GP
    Coca-Cola
    AirBnB
    $ $ $ $ $
    equalizer $5,000+
    group2 - 9 Employees
    place New York, NY
    5.0
    5.0
    2 Clutch reviews
  • 8

    Forcery Salesforce Consultants New York City

    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.

    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

    $ $ $ $ $
    equalizer $5,000+
    group2 - 9 Employees
    place New York, NY
    5.0
    5.0
    1 Clutch review
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