- Weiss Ratings, Inc.
 - Conducts financial strength or ratings review on insurance companies, HMOs, banks, and mutual funds on a quarterly basis. - BISYS Group
- Provider of investment, insurance, and banking business process outsourcing services.
- Out Of Your Mind...And Into The Marketplace
- Small business publisher, business plan software developer, and consulting firm specialising in how-to information for aspiring and current business owners.
- Crowe, Chizek and Company LLP
- Certified public accounting firm that does business, public sector, and information technology consulting.
- Analysis Group
- Provides economic and financial analysis for complex litigation, regulatory proceedings, and corporate strategic planning.
- Mars & Co
- An international strategy consulting firm.
- NewGround
- Provides services to the financial industry.
- Suasion Resources
- Offers customised strategic and tactical marketing solutions for financial service firms.
- Brand Finance
- Services include brand valuation, marketing finance audit, forecasting and econometric modelling, benchmarking performance, and more.
- CRA International
- Economics, finance, and business consulting firm, working with businesses, law firms, accounting firms, and governments.
- Strategic Insight Mutual Fund Research and Consulting
- Helps mutual fund management companies build and strengthen their businesses by assisting in strategy, marketing, distribution, fees and pricing, and product development.
- Sindell, Kathleen, PhD
- Management consulting firm for the financial services industry; specialises in electronic commerce planning.
- Bennington Partners
- Helps financial institutions reduce risk and improve profitability by providing skilled expertise in all facets of lending, strategy formulation, and regulatory compliance.
- Salis, Inc.
- Services firm that specialises in state and local tax management (SALT), mainly sales and use tax.
- NF Communications, Inc.
- Develops marketing systems for insurance agents, financial planners, and financial advisors
- Atlantic Data Services
- Financial industry computer consulting company.
- CMX Group
- Offers consulting services in IT chargeback, IT cost, IT scorecard, and capacity planning.
- Cambridge Economic Policy Associates (CEPA)
- Advise governments in the developing and developed worlds on the role of the private sector and private capital in economic development and the provision of public goods.
- Science & Finance
- Theoretical and applied research in finance.
- Triangle Economic Research
- Specialises in natural resource damage assessment, externality costing, and health valuation
- Millennium Information Services
- Provider of underwriting related services for the insurance and banking industry, including inspection, classification corrections, application verification, and compliance services.
- Smart Business Advisory and Consulting, LLC
- Provides business advisory and accounting services to the U.S. and globally in the areas of assurance, tax, IT consulting, management, and financial planning.
- First Annapolis
- Management consulting firm to financial services industry. Specialties in credit card, commercial card and private label card issuing, merchant acquiring, and electronic and mortgage banking.
- SALT Group, The
- Offers state and local tax advisors, services, and tax consulting.
- Financial Mentor
- Offering coaching on money, wealth, and retirement. Learn financial planning secrets regarding personal finance, stock trading, cashflow, investments, and more.
- American Express Corporate Services
- Features card and travel programmes for businesses.
- Jordan and Jordan
- Providing knowledge about the use of information and technology for professionals in the securities and banking industry.
- Performance Capital
- Specialises in performance improvement services for financial companies and individuals.
- SMR Research
- Provides corporations with data and analysis on U.S. consumer loan markets, financial services companies, and consumer wealth and credit risk by geographic area.
- Economists.Com
- Economic and financial consulting services and litigation support for telecommunications, regulated utilities, and government.
- ImageOne
- Provides office services and marketing collateral from firm identity, client organizers, marketing, and office management to web sites and direct mail advertising.
- Veri-tax.com
- Online income tax verification for lending institutions.
- JDV
- Implements outsourcing solutions for financial services.
- Investment Evaluative Services Corporation
- Evaluates investment opportunities for fraud through books and seminars.
- Roberts Group, The
- Provides comprehensive market data and inventory management services to the financial industry with the Financial Information Tracking System (FITS).
- Bruckenstein, Joel
- Site for the financial advisor, author, and virtual office consultant, Joel Bruckenstein, who also writes for Financial Advisor Magazine, Morningstar, and other publications.
- E*Trade Business Solutions
- Offers equity compensation management services and software, including stock and option plan administration, regulatory compliance advice, and online transaction capabilities.
- 1st Analyst Information Services
- Project finance models from 1st Analyst Information Services. Find financial models written in Microsoft Excel spreadsheets, used mainly by investment bankers, power utilities, oil and gas companies, governments, telecommunication firms, and other industries.
- Tellefsen Consulting Group, Inc.
- Provides a full line of management, strategy, and technology services for the financial industry.
- Association of International Tax Consultants
- Advises clients regarding the tax aspects related to local and international business.
- ModelCom
- Financial modelling for companies in the telecommunications and new technologies sectors.
- ColumbusNewport
- Financing and strategic business services are offered for start-ups and emerging growth stage e-commerce companies.
- Applied Business Systems
- Offers consulting, software, and training for human resources, payroll, and financial applications.
- Better Cost Control
- Cost reduction consultants that analyze business overhead expenses and negotiate vendor contracts.
- Brokerage Consulting Group
- Provides consulting and services to the broker/dealer industry for compliance and more.
- RHI Management Resources
- Provides senior level accounting and finance management professional on an individual and project-team basis in the U.K., Europe, and U.S.
- Access Financial Solutions
- Experienced CFO providing interim and part-time services to growing companies including start-up, financial system design and conversion, and strategy assessment and analysis.
- Aristion Financial Services
- Provider of CFO and financial management services.
- PBM Consulting
- Provides personalised consulting services to small and medium sized business in Canada and the U.S. Specialising in business planning, financial management, financial systems implementation, and taxation.
- Advisory Associates, Inc.
- Multi-disciplined financial and advisory consulting company offering financial management/CFO oversight, transaction-based advisory services, and recovery and workout services.
- Financial Crimes Services, LLC
- Offers consultancy services in forensic testimony, risk assessment, and identification and prevention of financial exploitation of the elderly.
- Patpatia and Associates
- A boutique consulting firm specialising in strategic business planning and execution for the financial services industry in both the U.S. and international markets.
- Exceptional Risk Advisors
- Outsourcing company providing personal lines insurance for trusted advisors of high net-worth clients.
- Turner, Lan H.
- President and CEO of Gecko Software, and author of CD-ROM seminars teaching people how to trade commodities using those applications.
- Bradford & Marzec, Inc.
- Los Angeles-based global fixed income investment advisor.
- Raffa Consulting Economists, Inc.
- Specialising in forensic and commercial litigation support, as well as impact and feasibility studies for both private and public sector entities.
- Louik/Schneider and Associates, Inc.
- Economic development and financing for municipalities, businesses and developers with emphasis on creative financing for development projects.
- Policom
- Specialising in analyzing local and state economies.
- Tax Credit Advisors
- Provides comprehensive and cost-effective assistance to manufacturers, software developers, and technology companies seeking funding for technical development and tax credits for R&D.
- Oppenheimer Management and Consulting Associates
- Helps families, family offices, and foundations prepare for the potential problems and pitfalls of inherited wealth.
- iT Management Consultants, Inc
- Offers U.S. expatriate services, international tax consultants, and more.
- First Consulting Limited
- London-based strategy consultancy specialising in financial services.
- IBEXconsultants
- Offers financial and accounting consulting services including outsourcing internal audit functions, Sarbanes Oxley compliance, forensic audits and fraud investigations, and more.
- Russian Consulting Company
- Provides consulting services for the Russian securities market, financial market analysis, understanding Russian banks, and Russian law and finance.
- Finance Mover
- Financial services including invoice discounting-factoring.
- Brattle Group, The
- The Brattle Group provides consulting and expert testimony in economics, finances, and regulation to corporations, law firms, and governments around the world.
- GamePlan Financial Marketing
- GamePlan Financial is a premier field marketing organisation (FMO) for independent financial advisers specialising in annuities, life insurance, and long term care.
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