Best Companies For Financial Planning Services

Perusing the web for top financial planning services for your company? Get the list of the best financial planning firms by GoodFirms to assist your business to achieve its overall targets efficiently. Financial planning is the errand of deciding how a business will bear to accomplish its vital objectives and goals set for distinct periods. A financial advisor surveys your present financial health by analyzing your liabilities, income, insurance, taxes, investments and estate plan. Then, comes the advancement of a plan to meet your money related objectives by tending to budgetary shortcomings and expanding on monetary strengths. Are you in need of financial accounting advisory services to set your financial plan into action? Below is the rundown of top financial planning services to help you select the one that fits your business requirements.

Filter Reset
Sort By
Sponsored
Hourly Rate
Select
Employees
Select
Location
Select
Advanced Filter
Filter Reset
Sort By
Sponsored
Hourly Rate
Select
Employees
Select
Location
Select
Industry
Select
Client Focus
Select
No. of Reviews
All Companies
Overall Ratings
All Companies
Company Certification
Select

List of Best Financial Accounting Firms | Top Financial Advisor (759 Companies)

  • DYNAX Invest

    Realize your funding needs

    DYNAX Invest is a team of experienced entrepreneurs and investment professionals supporting early-stage tech companies through investments, fundraising and business development. We are a team of 10 people operating on both sides of the table. We have extensive expertise in technological entrepreneurship, early-stage investing, venture capital transactions, M&A, IPO execution and business transformation. Our team’s mission is to work with passionate entrepreneurs and looks forward to helping them realize the funding they need. In ... learn more about DYNAX Invest

    "Advisory services of Dynax"
    Orlin Kozarev, Self-Employed at R&D Freelance Consultant
    Visit website
    $50 - $99/hr
    10 - 49
    Bulgaria
  • Morgan's Financial & Mortgage Services

    We Manage The Health Of Your Wealth

    Morgan's Financial & Mortgage Services We offer advice on a comprehensive range of mortgages and have exclusive products from the likes of NatWest, Halifax and Santander as well as countless other mainstream and niche lenders. The products we offer advice on include Life Insurance, critical illness insurance, income protection, Landlords insurance, commercial insurance, buildings, contents, accident and sickness insurance. It’s important to plan ahead for your retirement. Here, we explain why pension planning is so import ... learn more about Morgan's Financial & Mortgage Services

    "Extremely helpful services"
    Anonymous
    Visit website
    NA
    2 - 9
    United Kingdom
  • Cassaday & Company

    A culture of excellence and integrity

    After 16 years holding senior and management positions with several major New York Stock Exchange member firms, Steve Cassaday abandoned the traditional Wall Street brokerage model and founded Cassaday & Company, Inc., an independent advisory firm. ... learn more about Cassaday & Company

    Visit website
    < $25/hr
    10 - 49
    United States
  • Simon Quick Advisors

    We’ll Care For Your Financial Well-Being

    At Simon Quick, our culture is central to everything we do. Why? Because we want to make a positive impact on the rest of your life - which goes beyond simply managing your money. ... learn more about Simon Quick Advisors

    Visit website
    < $25/hr
    10 - 49
    United States
  • Ameriprise Financial

    Be Brilliant

    Your advisor will look at all aspects of your financial life and identify doable steps to help you work toward your dreams and goals. ... learn more about Ameriprise Financial

    Visit website
    < $25/hr
    1,000 - 9,999
    United States
  • Callahan Financial Planning

    Fee-only financial advisors

    Callahan Financial Planning is an independent fiduciary financial advisory firm, providing financial planning and investment management services with 5 offices across 2 regions in Nebraska and California: In eastern Nebraska, we have offices in Omaha and Lincoln, and in the Bay Area of California, we have offices in San Francisco, Mill Valley, and San Rafael. ... learn more about Callahan Financial Planning

    Visit website
    < $25/hr
    2 - 9
    United States
  • Financial Hospital

    A Complete Financial Planner

    Financial Hospital was born out of the frustration that every Investor had for getting poor and biased advice followed by mis-selling from agents and managing their investments at different places. Financial Hospital aims to curb this by providing expert advice to users on Financial Planning, Tax Planning, Investments advice and online platform to make the investment hassle free and fun ... learn more about Financial Hospital

    Visit website
    < $25/hr
    50 - 249
    India
  • IBI Investment House

    Four Season Financial Plannig

    IBI Investment House is the 4th largest institution in Israel which manages financial assets, such as hedge funds, private investments, pension plans etc. One of IBI's renowned services, operated by their subsidiary company Four Seasons Financial Planning, focuses on financial planning for large corporations and individuals, optimizing and strategically planning the management of funds invested in the stock market.  ... learn more about IBI Investment House

    Visit website
    < $25/hr
    10 - 49
    Israel
  • Centurion Wealth Management

    Financial Planner

    Centurion Wealth provides its clients with a risk-averse, disciplined approach to long-term investing. Utilizing an optimized blend of passive and active strategies, our goal is to build an investment portfolio customized to your individual return objectives.   ... learn more about Centurion Wealth Management

    Visit website
    NA
    2 - 9
    United States
  • Integral Financial

    Your Source for strategic financial planning

    Simon Vertullo is a Chartered Accountant with more than 20 years’ experience in Australia, Asia and Europe working in C-Suite, corporate finance, etc. If you want your financial job done exactly Contact us for more details.  Integral Financial offers you a solution in terms of strategic financial planning and leadership to manage your business complex performance, reporting and transactional issues. ... learn more about Integral Financial

    Visit website
    NA
    2 - 9
    Australia
  • Mary Ann Stites

    FINANCIAL STRATEGIES FOR GETTING YOU THERE

    Since 1978, our family-owned practice of third-generation Fresno State alumni has provided tax, accounting, and financial planning services to individuals and business of all sizes. Irwin L. Keithly, Public Accountant, our firm's founder, purchased a tax practice in 1978.  Irwin began working out of a small, quaint, West Avenue location.  Then, over the next six years, the practice moved to three different locations. After graduating from Fresno State in 1981 and subsequently passing the CPA Exam on her first attempt, Mary A ... learn more about Mary Ann Stites

    Visit website
    NA
    2 - 9
    United States
  • Hall & Company

    Expert financial & business advice from a CPA firm

    For over 35 years, Hall & Company has embraced entrepreneurs, CEOs, and founders for their visionary and independent spirits, and we specialize in serving their accounting, tax, and specialized financial needs. Hall & Company provides a vast array of advisory services, including tax, accounting, and specialized support for businesses and court cases. No matter how intricate a business challenge may be, our team becomes an entrepreneur’s most trusted resource. We invest in our people and their on-going professional growth, si ... learn more about Hall & Company

    Visit website
    $50 - $99/hr
    50 - 249
    United States
  • At R.A.R.E.Sol, our focus is on allowing our clients to build distributed teams that can work wherever and whenever they want, so their businesses can focus on allocating their office- running costs elsewhere. We have seen a huge amount of growth in the remote work sector over the past few years and are proud to be one of the best remote work management firm. ... learn more about R.A.R.E.Sol - Reliable Accurate Remote Expert Solutions

    "Review for Accounting Resources provided"
    Manish Desai
    Visit website
    NA
    10 - 49
    India,
    Australia
  • Inoxoft

    Inoxoft is a full-cycle software solution provider

             Inoxoft is an international company that builds first-of-class apps building the world's finest development teams. The company provides certified web and mobile application development services along with quality assurance services, UI/UX design and Discovery phase. Inoxoft focuses on partnerships with businesses and institutions from Education, Fintech, Logistics and Healthcare. Inoxoft builds solutions of different sizes and provides expertise for startups, as well as is experienced to set up long ... learn more about Inoxoft

    "Their consistent communication, availability, and attention to detail made them a valuable partner. "
    Amanda Goodman
    Visit website
    $25 - $49/hr
    50 - 249
    Ukraine
  • Sahal Accounting Services

    Beyond Trust..

    Sahal Accounting Services, commonly known as vatfile.com provides valued accounting, bookkeeping and tax consultancy services across United Arab Emirates.The company is formed by industry-leading Chartered Accountants and IT professionals having experience and wide exposure in auditing, accounting, taxation, and ERP Implementation. People involved here are young qualified accountants and graduates from the renowned professional bodies and universities across the globe. We want to establish ourselves as the best choice in accounting, auditi ... learn more about Sahal Accounting Services

    Visit website
    < $25/hr
    10 - 49
    United Arab Emirates
  • Discus IT

    We build robust SAP and AWS Services

    Discus IT is dedicated to providing best-in-class IT Consulting & Software Solutions to Enterprise. DBS brings to you the combination of technical expertise, business knowledge needed to design and implement software solutions successfully. Discus IT provides a complete range of SAP Solutions to meet your requirements. You can take advantage of our complete onsite, offshore, and hybrid support models. We have a broad range of end-to-end SAP solutions that help you optimize & extend the installation to bring excellence to your busines ... learn more about Discus IT

    Visit website
    < $25/hr
    250 - 999
    India
  • CMSMART

    Website Development Company

    CMSMART is one of the biggest leaders in providing complete e-commerce solutions to SMB businesses all over the world. To become a trusted partner to grow up during customers' process of building & developing their website is our target mission. Various choices for different platforms such as Joomla, Virtuemart, WordPress, Magento, Shopify, or Drupal are available at CMSMART.      ... learn more about CMSMART

    "I love the CMSmart software."
    Gamal Goodwin
    Visit website
    $25 - $49/hr
    50 - 249
    Vietnam
  • Company Setup Consultants

    Busienss with Pleasure

    Company setup consultants are keen to provide the best company formation services in all across the UAE especially in Dubai. If you are looking for trade license services or you want PRO services, you want any kind of VISA service, any consulate services or Tasheel services, we are here to help you out. We can help you renew your trade license, ejari, medical services, documents cleaning and many other services are included in our Company formation package. ... learn more about Company Setup Consultants

    "company formation and office space"
    Yara Mohamed
    Visit website
    NA
    10 - 49
    United Arab Emirates
  • BBNC

    Accounting, Taxation, Legal & Compliance Services

    BBNC is a one stop solution provider for Accounting, Taxation, Legal and Secretarial compliance. we started with a simple mission that doing business in India should be made easy and seamless. To accomplish our mission, we have built a team of Professional Chartered Accountants, Cost Accountants, Company Secretaries and Lawyers, who are dedicated to help entrepreneurs and companies with their Accounting, Taxation, Compliance and Legal requirements. We offer our services virtually across India. With an aim to support clients at ... learn more about BBNC

    "Dedicated"
    RAJESH M
    Visit website
    $25 - $49/hr
    10 - 49
    India
  • Miller & Company LLP: CPA of NYC

    accountant nyc, cpa firms in nyc, manhattan cpa

    Miller & Company LLP 141-07 20th Ave, Suite 101, Whitestone, NY 11357 +1 718-767-0737 Twitter Facebook Linkedin Instagram Youtube Flickr Tumblr Pinterest Fnd Us here: freelegalaid.com Working Hours: Monday - Friday: 9:00 am - 7:00 pm; Saturday: 9:00 am - 4:00 pm, Sunday: Closed Payment: cash, check, credit cards. Licensed in New York, the professionals at Miller & Company have served top-tier Manhattan clients since 1997.They exceed your every expectation with full-service dedication to ... learn more about Miller & Company LLP: CPA of NYC

    "It was a pleasure to work with Paul Miller!"
    Noah Parker, Partner, Director of Operations at The Influence Agency
    Visit website
    NA
    50 - 249
    United States
  • Tagler Harbor

    Legal, Tax and Business Services

    The company helps successful entrepreneurs and startups to find the best jurisdiction to incorporate business, legally reduce taxes, grow their wealth and build a freedom lifestyle. The team includes law, tax and business experts from around the world. We are working in USA and Europe. ... learn more about Tagler Harbor

    "relocation"
    elena hohrina
    Visit website
    $100 - $149/hr
    10 - 49
    United States
  • MAM Corporate Solutions

    Accounting | Tax | Business Consulting

    MAM Corporate Solutions is based in Jakarta, Indonesia and provides Accounting, Assurance, Tax, Payroll and Legal services to wide range of clients including individuals, start-ups, SMEs and large businesses. We serve a wide range of industries. We are committed to providing highest level of professional and personalized services in a cost-effective manner. ... learn more about MAM Corporate Solutions

    "Market Entry in Indonesia"
    Mustaq Ali Maricar
    Visit website
    $25 - $49/hr
    10 - 49
    Indonesia
  • Axcim

    Disruptive Business Solutions

      Axcim business solutions is a leading business and knowledge process management solutions company. From helping organizations curate marketing models that generate new business opportunities to understanding deep financial metrics which extend brand relationships, we help our clients create and optimize these connections with maximum impact and efficiency.  At Axcim we blend in our deep industry knowledge with technology and analytics expertise to co-create innovative, digital-led transformational solutions. We levera ... learn more about Axcim

    "They delivered high quality of work. "
    Satkunanathan Suthesh, Director at at Trescon Holdings
    Visit website
    NA
    10 - 49
    Sri Lanka
  • LedgerBench

    Accounting & Bookkeeping Services

    LedgerBench is your trusted accounting & bookkeeping outsourcing service provider catering to SMBs who want to get their books in order at fraction of local costs.   ... learn more about LedgerBench

    "Thorough Professionals!"
    Vaibhav Jain, Founder & CEO at StartupFlux
    Visit website
    NA
    10 - 49
    India
  • Fundforth Accounting Services LLC

    We stand for Innovative financial solutions

    We are a licensed provider of financial services offering comprehensive and supreme quality services to our customers. Our major strength is our passionate team of Chartered Accountants and Accounting Professionals who are master in the field of Accountancy and Finance, Audit and Assurance, Direct and Indirect Taxation, Banking, Internal and External Audits, Insolvency and Bankruptcy Matters, Incorporation of Companies /Compliances and Human Resource etc. We focus mainly on delivering / implementing right solution across industry domains ... learn more about Fundforth Accounting Services LLC

    "Excellent "
    Avani Pawani
    Visit website
    < $25/hr
    2 - 9
    United Arab Emirates
  • Tose Tech. LTD

    Using data to create efficiency in SMEs.

    Our goal is to provide to our clients with leading Accounting Tools, Analytics Tools and Expert Consultant support, allowing our clients to rapidly identify the key insights that will best serve their customers and drive growth of their businesses. ... learn more about Tose Tech. LTD

    "Just brilliant! "
    Paulette Alusa, Digital Manager at SportyBet Kenya
    Visit website
    $50 - $99/hr
    2 - 9
    Kenya
  • Finace Consultancy

    Financial Solutions to advance your business.

    Finace Consultancies was founded in the year 2017 in Dubai, the United  Arab Emirates. We provide professional financial management consultancy in Dubai. Finace Consultancy is one of the emerging names that provide a wide range of professional services in multiple fields such as accounting solutions, audit, and assurance, payroll management, and finance-related consultancy. Finance Consultancy Services commits to provide the best VAT consultancy in Dubai, Abu Dhabi, and Sharjah. We will help you to become VAT compliance business. Beside ... learn more about Finace Consultancy

    "They are Honest and Professional."
    Pankaj Karale
    Visit website
    NA
    10 - 49
    United Arab Emirates
  • Rayvat Accounting

    Your Business Accounting Solution

    Rayvat Accounting is known for the quality of its services. We are able to provide outstanding services to our clients only because of our dedication to the principles of responsiveness and quality management. Rayvat was established in 2006 to meet the ever-growing shortage of quality from accounting and bookkeeping service providers, for faster turnaround times, cost reduction and efficiency at work. We at Rayvat hire the best accountants with CA, ACCA, CPA qualification that works with the clients to understand their workings and provid ... learn more about Rayvat Accounting

    "Awesome Accounting Firm"
    John Carry
    Visit website
    < $25/hr
    10 - 49
    United States,
    India
  • MKT Softwares Pvt Ltd

    Solution Beyond Expectation

    MKT Softwares is one of the leading providers of IT consulting and implementation services to some of the finest organizations. MKT provides complete end-to-end solutions for technology driven business transformation Initiatives. We provide solutions for a dynamic environment where business and technology strategies converge. Our approach focuses on new ways of business combining IT innovation and adoption while also leveraging an organization’s current IT assets. We work with large corporations and new generation technology companies &nd ... learn more about MKT Softwares Pvt Ltd

    "Always Good service. Attend all query in time. Friendly staff. Nice team and coordination"
    Shivanand Balehosur, south zonal head at E VIEW INFOTECH (P) LTD.
    Visit website
    NA
    50 - 249
    India
  • SD Tech Company

    Innovators, Experimenters and Analyst

    SD Tech Company is a startup company that provides expertise in search digital marketing solutions for businesses worldwide, including website creation and promotion, and SEO techniques to improve its clients’ positioning in search engines ... learn more about SD Tech Company

    "Most trusted and reliable digital marketing agency in Nepal."
    Central College
    Visit website
    $25 - $49/hr
    2 - 9
    Nepal
  • IBM

    Build a smarter business.

    At IBM, work is more than a job - it's a calling: To build. To design. To code. To consult. To think along with clients and sell. To make markets. To invent. To collaborate. Not just to do something better, but to attempt things you've never thought possible. To lead in this new era of technology and solve some of the world's most challenging problems. ... learn more about IBM

    Visit website
    $50 - $99/hr
    10000+
    United States
  • IQ Tax Accountants & Business Advisors

    Choose best tax structure for small business

    IQTA Accountant Kellyville provide information from the best tax structure for small business to a full-fledged tax minimisation strategies Australia, IQTA offers all. Visit : http://iqta.com.au/   ... learn more about IQ Tax Accountants & Business Advisors

    Visit website
    NA
    50 - 249
    Australia
  • Strategic Vision Wealth Management

    Financial advisers in Oxfordshire

    Strategic Vision Wealth Management is one of the renowned names for financial planning and wealth management. We provide independent financial planning for individuals, businesses, solicitors, and reviewing your existing pensions as well as investment services. We have years of experience and in-depth knowledge of current legislation and codes of practice. Our highly experienced and skilled advisers will help you to build, maintain, manage and grow your wealth in the right way. ... learn more about Strategic Vision Wealth Management

    Visit website
    NA
    2 - 9
    United Kingdom
  • AllStar Direct Insurance and Financial Services is your trusted solution for commercial insurance in Miami, FL. We offer flexible and affordable coverage options. Call our consultant at 855-754-7414 today!      http://www.allstardirect.com/commercial-insurance-miami-fl   ... learn more about All Star Direct - Commercial Insurance in Miami, FL

    Visit website
    NA
    2 - 9
    United States
  • KredX

    India's leading online invoice discounting

    In Brief What began as an invoice discounting platform solving problems at the grassroots level, has today grown into a powerhouse of innovation with a gamut of products aimed at businesses and investors worldwide. As a company, we strongly believe that every business we help is our little contribution to the greater good. At KredX, where innovation is an integral part of the daily routine, we continually focus our efforts to align ourselves with solving real issues through the use of technology. ... learn more about KredX

    Visit website
    NA
    50 - 249
    India
  • ARRMS INDIA Private Limited

    Asset Reconstruction,Recovery &Management Services

    ARRMS (India) Private Limited is an asset resolution company, which provides complete debt recovery solutions with proactive legal actions. ARRMS focuses on strategically timed legal intervention based on ageing of the delinquent account with emphasis on following due process of law, adhering to all judicial, regulatory and statutory guidelines. ... learn more about ARRMS INDIA Private Limited

    Visit website
    NA
    50 - 249
    India
  • Essential Tax Services

    Tax Preparation Services, Tax Preparation Service

    Essential Tax Services VA specializes in tax services including tax planning, tax preparation, and representing taxpayers before the IRS and state agencies in audit, collections and appeals. ... learn more about Essential Tax Services

    Visit website
    NA
    2 - 9
    United States
  • PKM Advisory

    Company Set Up Compliance Services in India

    PKM Advisory is leading company set up compliance services provider in India. PKM Advisory is a fast growing consulting company specializing in company set up compliance and advisory services based in Ahmedabad. We are listed amongst the best firms of the market engaged in providing a large collection of company set up compliance services providers to the customers. We are a unique name in the industry to offer our precious customers a qualitative Legal compliances services. ... learn more about PKM Advisory

    Visit website
    NA
    10 - 49
    India
  • Phil Reese, Arizona Business Broker

    Selling and buying a business in Scottsdale

    If you have a company in Scottsdale or the surrounding areas, Phil Reese, Arizona Business Broker, can help you make sure you understand the valuation process and can help you set a fair and realistic price for your business. It is important to use a business broker with whom you can communicate well with, who educates you on the ins and outs of selling your business, and who can effectively market your company to buyers so that it does sell for top dollar.   Phil Reese, Arizona Business Broker can help sell your Scottsdale business. ... learn more about Phil Reese, Arizona Business Broker

    Visit website
    NA
    Freelancer
    United States
  • Trust Advisory Group

    Wealth Management; Financial Planning

    At TAG the client comes first, the advisor second, and the firm third. Our deep-rooted belief that caring, empathy, and a personal touch should be the foundation of all client relationships is a throw-back to old-fashioned values. But our approach to planning and managing your finances is anything but. We use the highest level of technology to combine a tech-enabled experience with customized client service. We communicate on your terms: face-to-face, online, text, phone – your choice. Best of all, we are not beholden to a large Fortune 5 ... learn more about Trust Advisory Group

    Visit website
    NA
    10 - 49
    United States
  • V Palkar & Co.

    V Palkar & Co.

    V Palkar & Co (hereinafter ‘the firm’) is a Chartered Accountant firm in Navi Mumbai. The firm mainly operates in areas of Mumbai and Navi Mumbai. The firm is involved in servicing client needs in Audit & Assurance, Taxation and Advisory. It has and continues to service clients in varied fields, namely Ports, Information Technology, ITES, Infrastructure, Education, etc. ... learn more about V Palkar & Co.

    Visit website
    NA
    2 - 9
    India
  • Blockseed Investments

    Best effective strategies for your business!

    Blockseed creates plans, marketing strategy, models, and products that will help you raise money, achieve your goals, and build a scalable business. Our team of experts will work with you closely and help you take your business to the next level! Additionally, we have helped over 500 clients attract $80M in financing, taking their businesses to a whole new playing field. Interested in working with us? You will receive pitch deck templates, insights via monthly newsletter, a complimentary 30 mins strategy session and an explanation of our ser ... learn more about Blockseed Investments

    Visit website
    NA
    2 - 9
    United States
  • SLM INTERIORS

    Best Interior Designing Companies In Dubai

    From Construction to the finishing bits of each of your projects, you can fully trust our team to deliver a peculiar environment tailored specifically for you. By understanding an individual client’s style and requirements, our commissioned designers can successfully incorporate purpose while following popular fashion trends. We as a leading Interior designing and Approvals company assist our clients with the design, supply, installation & ongoing support for Residential, corporate, commercial fit-outs, and interior fit out companies ... learn more about SLM INTERIORS

    Visit website
    NA
    250 - 999
    United Arab Emirates
  • Up Financial

    Calgary Wealth Management

    Up Financial is a Registered Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning. We have significant experience advising senior executives, company founders, entrepreneurs, and multi-generational families about the multiple facets of their financial lives ... learn more about Up Financial

    Visit website
    NA
    2 - 9
    Canada
  • Equifax

    COMMITTED TO WORKING WITH YOU

    Equifax is a global information solutions company that uses unique data, innovative analytics, technology and industry expertise to power organizations and individuals around the world by transforming knowledge into insights that help make more informed business and personal decisions. Headquartered in Atlanta, Ga., Equifax operates or has investments in 24 countries in North America, Central and South America, Europe and the Asia Pacific region. It is a member of Standard & Poor's (S&P) 500® Index, and its common stock is trade ... learn more about Equifax

    Visit website
    NA
    1,000 - 9,999
    United States
  • Hong Leong Assurance Berhad

    Hong Leong Assurance | Reaching out to you

    Hong Leong Assurance Berhad (HLA) is one of the largest insurance companies in Malaysia. It is a well-established and respected Malaysian brand offering financial planning and protection solutions to meet the various needs of Malaysians at different cycles of their lives. Commitment to the customer is the key to HLA's success, where service is provided through a large network of branches, agents and brokers throughout the country as well as bancassurance and alternative distribution channels.    ... learn more about Hong Leong Assurance Berhad

    Visit website
    $25 - $49/hr
    250 - 999
    Malaysia
  • FINVASIA

    Invest With Intelegence

    Finvasia is amongst India’s fastest growing Fintech that has a diversified business model, offering services ranging from Clearing, Depository, Asset Management, Commission free trading in Stocks, Derivatives, Currencies, Commodities, currency hedging along with various technology solutions to institutional and retail clients. ... learn more about FINVASIA

    Visit website
    NA
    250 - 999
    India
  • EP Capital

    An independent financial advisory firm.

    EP Capital is an independent financial advisory firm focused on Mergers and Acquisitions (M&A). The company was founded in 2009 by professionals with extensive experience in the financial market. Formerly known as Estrateplan, EP Capital evolved with the admission of new partners and has since assumed a new market position, allowing for the provision of high quality financial advisory services. ... learn more about EP Capital

    Visit website
    < $25/hr
    2 - 9
    Brazil
  • Swiss International Asset Management Ltd.

    The advance financial technology-wealth management

    SIAM offers a financial wealth management gateway between Asia’s fast growing financial centre Hong Kong and Switzerland. SIAM bridges the two cultures to offer our clients an outstanding and unique international financial wealth approach. Accuracy, quality of service, transparency, assiduity and conscientiousness are just a few of the high expectations the asset management team of SIAM lives up to everyday.  ... learn more about Swiss International Asset Management Ltd.

    Visit website
    $50 - $99/hr
    250 - 999
    China
  • Riti Investment & Consultancy

    Don't Worry About The Future, Plan For It.

    Choosing someone to oversee your financial affairs could be one of the most important decisions you make. I decided to establish an independent financial services company after years of witnessing clients charged excessive fees and receiving little value in return. My vision has always been to create a company that can offer people a single go-to advisor who proactively plans and coordinates every moving part of their financial lives. A company that prides itself on transparency, listening before acting, and serving as a steward for their finan ... learn more about Riti Investment & Consultancy

    Visit website
    < $25/hr
    2 - 9
    India