66 Trending Financial Consulting Businesses [2024]

Updated: July 24th, 2023
Start A Financial Consulting Business

Financial consulting is a business that helps individuals and businesses manage their financial affairs. Managing financial affairs include creating financial plans, analyzing financial data, and advising investment and financial decision-making.

To start a financial consulting business, you will need a strong understanding of financial principles and practices and excellent communication and problem-solving skills. You may also need to obtain necessary licenses or certifications, such as a Certified Financial Planner (CFP) designation.

To start the business, you must create a business plan, establish a business structure (such as a sole proprietorship or LLC), and identify your target market. You may also need to secure financing and create a marketing plan to attract clients. It is also important to network with other professionals in the financial industry and stay up-to-date on the latest trends and developments in the field.

Looking for some examples of a financial consulting business?

Interested in case studies of a successful financial consulting business? Check out our full list of success stories.

1. BOA®

Where they're located: Municipio Puerto Villarroel, Cochabamba, Bolivia

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2. Net Net Hunter

High quality international net net stock screens and investment analysis research. Earn 25%+ annual returns with Graham's favorite strategy.

How much they make: $144K/year
Where they're located: Jackson
How much did it cost to start: $1K
Current team size: 5
Website traffic: 60K/month

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How I Started A $12K/Month Investment Membership Community

This case study is about a successful entrepreneur who created Net Net Hunter, a membership community focused on a niche investment strategy that now earns $12k per month by providing a list of roughly 1000 international net-nets and filter through them by hand to identify the top 40 or 50 to focus research efforts on, and has since moved on to creating a new start-up project.

About
Evan started Net Net Hunter about 11 years ago
Revenue
Evan grew the business to $12K/month
Costs
It cost Evan $1000 to start the business
Read by 6,696 founders

Learn more about starting a financial consulting business:

Where to start?

-> How much does it cost to start a financial consulting business?
-> Pros and cons of a financial consulting business

Need inspiration?

-> Other financial consulting business success stories

Other resources

-> Financial consulting business tips

4. ProjectionHub

Buy our financial projections templates at Projection Hub. We provide financial forecasting and cash flow projection through our software and templates for investors, business plans, and loan applications. Learn about our financial projections templates at Projection Hub today.

How much they make: $516K/year
Where they're located: Indianapolis, IN, USA
How much did it cost to start: $150K
Current team size: 4
Website traffic: 30K/month

I Grew My Spreadsheet Templates Side Hustle Into A $240K/Year Business

ProjectionHub helps entrepreneurs create financial projections using a library of 50+ CPA-developed financial projection spreadsheet templates, generating over $20,000 per month in revenue without the need for software subscription models.

About
Adam started ProjectionHub almost 12 years ago
Revenue
Adam grew the business to $43K/month
Costs
It cost Adam $150000 to start the business
Read by 6,982 founders

5. DNA Growth

DNA Growth is a global professional services provider specializing in small business & Financial Consulting Solutions in Dubai, UAE

Where they're located: General Levalle, Córdoba, Argentina

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6. Platinum Financial Services Limited

Platinum Financial Services Limited (PFS) was formed by a group of successful and experienced Financial Planners whose business objective is to create and maintain wealth for their clients and their families. We have offices in Hong Kong, Moscow, Shanghai and Bangkok.

Where they're located: Hong Kong Island, Hong Kong, China

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7. DLC

DLC, an Addison Group Company, is a financial consulting firm that helps companies transform ideas into action, one project at a time. DLC — founded by finance people, for finance people.

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8. IARFC

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9. Smith Leonard

The Triad's leading full service accounting firm. Providing tax, assurance, and advisory services with three locations in the Piedmont Triad, NC.

Where they're located: Winston-Salem, North Carolina, United States

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10. IMC – IMC FINANCIAL CONSULTING

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11. GreySpark Partners

GreySpark Partners provides the expert advice necessary to deliver change to investment banks, hedge funds and asset management firms. The deep understanding of the financial services sector we have gained through our collective experience, creativity and tenacity enable us to consistently deliver the best results for our clients.

Where they're located: Hong Kong Island, Hong Kong, China

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12. ICI

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13. Startup Nation Consulting

Startup Nation Consulting is a company that works alongside you to bring all these into fruition. It's a One STOP SHOP for your Start-up. Reach us today!

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14. Company Registration in Bulgaria

Company Registration in Bulgaria and Accounting services in Bulgaria. Register a New company in Bulgaria in 5 steps. Money Back Guaranteed.

Where they're located: Hirevo, Gabrovo, Bulgaria

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15. Financial Consulting Services, Inc.

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16. AD ASIA Group

Where they're located: Hong Kong Island, Hong Kong, China

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17. Bulgarian Company Registration

Bulgarian Company Registration. Bulgarian Law Firm with more than 20 years Bulgarian Company Formation experience. Registered Address & Accounting.

Where they're located: Hirevo, Gabrovo, Bulgaria

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18. Drive International

Where they're located: Hirevo, Gabrovo, Bulgaria

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19. JKR Financial Consultants

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20. Steve Rosvold

Where they're located: Municipio Puerto Villarroel, Cochabamba, Bolivia

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21. Roadmap Financial

Where they're located: Greensboro, North Carolina, United States

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22. Business Financial Consultants

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23. Startup Business Consulting & Business Funding

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24. Ionji Consulting

Rejuvenate your business with a free business consultation from a business financial consultant. We have 30 years of expert advising experience.

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25. Denali Financial Consulting

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26. Business Financial Consultants – Tulsa, OK CPA

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27. Affirm

With Affirm, you can pay over time at your favorite brands. No late fees or compounding interest—just a more responsible way to say yes to the things you love.

Where they're located: Nashville, Tennessee, USA
Website traffic: 6.3M/month

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28. ProfitWell

ProfitWell subscription software helps you achieve faster recurring revenue growth. Pricing and retention solutions designed for subscription and SaaS products.

How much they make:
Where they're located: Boston, MA, USA
Current team size: 85

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29. I Will Teach You to Be Rich

Bestselling author, Ramit Sethi, featured in ABC News, CNN, and the WSJ, has taught thousands to manage their personal finances and how to become rich.

Where they're located: New York, New York, United States

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30. The College Investor

The College Investor helps millennials get out of student loan debt to start investing, building passive income, and wealth for the future.

How much they make:
Where they're located: El Cajon, CA, USA
Current team size: 2

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31. LendingPoint

We unlock access to affordable personal loans from $2000 to $36,500 to cover whatever you may need while helping you rebuild your credit and grow financially stronger.

How much they make:
Where they're located: Kennesaw, GA, USA
Current team size: 258
Website traffic: 440K/month

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32. Financer

Financer.com is a price comparison service for loans, credit cards, saving accounts and more. Assisting people making better financial choices globally.

How much they make:
Website traffic: 760K/month

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33. The Financial Diet

How much they make:
Website traffic: 660K/month

34. Beyond

Write your will online, apply for probate or arrange a meaningful funeral.

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35. Journey To Launch

Launching to Financial Independence & Helping Others Along The Way

How much they make:
Where they're located: New York, NY, USA

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36. MPI® Unlimited

MPI Secure Compound Interest is a simple path to get your money Compounding - money making money. Gain full financial freedom and retire at the age you want.

Where they're located: Gilbert, AZ, USA
Current team size: 10

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37. SheeksFreaks

We help 15 -25 year-olds find Financial Freedom by providing a community to help you reach your goals. Are you a SheeksFreak? Let's get started!

Where they're located: Denver, CO, USA
Current team size: 1

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38. Summit

Build trust in your plans. Get started for free.

Where they're located: Austin, TX, USA
Current team size: 3

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39. Home

Where they're located: Tulsa, Oklahoma, USA

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40. Courcelle Consulting

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41. MG Financial Services

Founded in 2006, provides complete tax services as well as accounting, payroll, business consulting, and portfolio management.

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42. Paul Financial Consulting

Paul Financial Consulting is a Professional firm of Accountants based in Lewisham, South East London offering accounts, taxation, VAT and many other service

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43. CH Financial Management & Consulting

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44. Integro Private Wealth

Combining the crafts of wealth management and financial planning with personalised strategies for financial wellbeing.

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45. Pipaya Partners

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46. Asset Advisors Group

Asset Advisors Group offers Decades of Financial Management Consulting Services for Both Business & Personal Financial Management. Get a Free Consultation.

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47. Duncanashe

Based in Greensboro, NC, Duncanashe is a company that specializes in Auditing, Tax Preparation, Financial statement preparation, small business assistance, peer reviews, and more! Contact us today and find out how we can best serve your financial needs!

Where they're located: Greensboro, North Carolina, United States

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48. Home

Where they're located: Greensboro, North Carolina, United States

49. Business Consulting, Financial Services & Real Estate Education

1st Pick Financial based in Tampa, FL assists businesses and individuals with start-up consulting, mortgages, and education for home buyers and real estate.

Where they're located: Tampa, Florida, United States

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50. Family Office Club

The Family Office Club has more registered family offices than any other community or family office association globally (PDF Infographic Download). Since 2007, our organization has been helping form family offices, fostering a valuable peer network, hosting the industry’s best events, and serving as an educational resource to members of the family office community. If you would like free access to any of the events below and the other benefits of the Family Office Club, apply for membership today.

Where they're located: Key Biscayne, FL, USA
Current team size: 43

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51. 2X

LET’S 2X YOUR BUSINESS: The Systems & Strategies For 6 & 7-Figure Entrepreneurs To Get Free From The Weeds and Scale Faster Than Ever

How much they make:
Where they're located: Los Angeles, California, USA
Current team size: 15

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52. The Finanser Ltd

How much they make:
Where they're located: London
How much did it cost to start: $0
Current team size: 5

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53. Alluvial

Building the enterprise-grade liquid staking standard

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54. EconoMe Conference

Provocative Speakers Exploring a New American Dream

55. Fortune Financial LLC

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56. Financial Strategies

William Smith provides passionate service for retirement and financial planning. He believes in the protection and growth of retirement assets in order to achieve the financial goals of his clients. Do know what the slow-go, the no-go and the go-go years are? Visit the website to find out more.

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57. Haynes & Associates CPA, Inc.

Haynes & Associates CPA offers the best CPA, Tax Relief Solutions, Business Accounting, Bookkeeping, Financial Consulting Services in Tustin, Orange, CA.

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58. Annuit Consulting – Business Valuations and Financial Forensics

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59. Corporate Financial Solutions

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60. Elite Financial Consulting

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62. Millennial Money

Next Level Personal Finance

Website traffic: 690K/month

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63. SBF Consultants

SBFC offers accounting, financial, bookkeeping and consultation services for a wide range of business owners, executives and independent professionals.

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64. ONS Business Consulting

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65. Hipereon Financial Training – Financial Training for Banks, Credit Unions, & More

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66. My CFO, LLC

My CFO, LLC provides financial management, forecasting, strategic planning, cash flow management, accounting, payroll administration and other services for business.

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