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

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

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
    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 

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  • 2
    $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."

  • 3
    $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

  • 4
    $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
    Mitsubishi
    Trustmarque
    iRacing.com
    Rampart Insurance Services
    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

  • 5
    $5,000+
    10 - 49 Employees
    New York NY

    Growth Lab is a business agency founded in Prishtina, Kosovo in 2020 with fewer than 50 employees. They specialize in business consulting, content marketing, and accounting solutions for small businesses in the fields of business and financial services.

    Clients
    EGS
    Rub sh.p.k
    TimeJob gmbh
    Industries
    Notable Project

    Growth Lab developed a dashboard and provided financial forecasting for an online retailer. The retailer worked closely with the founders of Growth Lab on a growth strategy. The retailer noticed a significant improvement thanks to Growth Lab’s contributions.

    “It was exactly what we needed.” - Co-Founder, Online Retailer

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

    TDCX, a large non-voice bpo/back office services company, is headquartered in Singapore, Singapore; Kuala Lumpur, Malaysia; Ratchathewi, Thailand and Pasig, Philippines. They offer non-voice bpo/back office services, voice services, and business consulting and were established in 1995.

    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
    $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
    Coca-Cola
    AirBnB
    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

  • 8
    $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
    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

  • 9
    $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

  • 10
    $10,000+
    50 - 249 Employees
    Newark NJ

    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.

    Industries
    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

  • 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
    Alight Solutions
    T-Mobile
    Electrolux
    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
    JPT Financial Solutions Inc. Logo

    JPT Financial Solutions Inc.

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    Undisclosed
    2 - 9 Employees
    Bogota NJ
    Accounting company JPT Financial Solutions Inc. Is based in Bogota, New Jersey. The company specializes in accounting and business consulting and is small.The company was established in 1991.
    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