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Top Financial Planning Companies

Achieving your financial goals requires the right strategy and guidance. The financial planning companies featured here offer expert services to help you navigate through life's financial challenges, whether it’s retirement planning, investment management, or wealth accumulation. These firms bring deep expertise and personalized advice to help you build a roadmap for a secure financial future. We’ve carefully selected these companies based on their track record of success, client satisfaction, and industry recognition. Whether you’re looking to grow your wealth, secure your retirement, or manage your investments, these financial planning companies are here to provide the expertise and support you need.

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See Pricing Analytics
20 Companies
Last updated:Dec 22, 2024
in 2024
Top Financial Planning Companies

List of the Top Financial Planning Firms

MB ATM logo

MBE ATM – Redefining Convenience, One Transaction at a Time.

About company

MBE ATM is a premier provider of comprehensive ATM solutions, specializing in installation, maintenance, and cash management services. With a focus on innovation, reliability, and customer satisfacti... Read more about MB ATM

$5000 - $9999

$50 - $99/hr

500 - 999

1996

Toronto, Canada


Service focuses

About company

infotrum is a family of hand-vetted professionals from 4 continents who are here to help you get best-in-class quality services consistently. Each of our employees will do best-in-class quality work... Read more about infotrum LLC

Less than $5000

$25 - $49/hr

50 - 199

2016

Casper, Wyoming


Service focuses

Paywint logo

Paywint

Claimed

Request, Send & Receive Money Instantly, Free with PayWint Digital Wallet Mobile App, use any Bank Account or Card.

About company

Paywint is a Digital Wallet to Request, Send & Receive Money Instantly. Link multiple Bank Accounts and Debit or Credit Cards. Share a unique Payment Link, QR Code, or Pay Tag to receive money from a... Read more about Paywint

$1,000,000 - $9,999,999

$25 - $49/hr

50 - 199

2024

Tyler, Texas


Service focuses

Integrated Enterprises (India) Pvt. Ltd logo

Integrated Enterprises is a prominent financial services company in India, specializing in financial consulting, advisory, planning services.

About company

Integrated Enterprises (India) Pvt. Ltd. stands out as a premier financial services company in India, offering a wide spectrum of services tailored to meet your financial needs. As one of the top fin... Read more about Integrated Enterprises (India) Pvt. Ltd

$50000 - $199,999

$50 - $99/hr

10000+

1974

Chennai, India


Service focuses

About company

Mortgage Company Michigan, USA As a known Mortgage Company Michigan, USA, we work face-to-face with borrowers to prequalify you, verify the credit and property aspects of the loan and make sur... Read more about Sistar Mortgage Company

Undisclosed

NA

10 - 49

2002

Sterling Heights, Michigan


Service focuses

Medical Billers and Coders (MBC) logo

Medical Billing Services in USA

About company

Medical Billers and Coders is a reputable medical billing company that assists various medical specialties with their billing needs. With two decades of experience, the company offers top-notch serv... Read more about Medical Billers and Coders (MBC)

Undisclosed

Undisclosed

500 - 999

1999

Wilmington, Delaware


Service focuses

Medical Billing Company logo

Medical Billing Company in New Jersey

About company

Medical Billing Company is a premier provider of comprehensive medical billing and coding solutions, proudly serving healthcare providers across New Jersey, New York, and Pennsylvania. With extensiv... Read more about Medical Billing Company

Undisclosed

$25 - $49/hr

50 - 199

2010

Bergenfield, New Jersey


Service focuses

PayBitoPro logo

PayBitoPro

Claimed

PayBitoPro is an Online platform for launching a crypto business in Cryptocurrency Exchange, Brokerage, Payments, Tokenization, ICO & Banking.

About company

PayBitoPro is an online platform for launching a crypto business in Cryptocurrency Exchange, Brokerage, Payments, Tokenization, ICO & Banking. Launch your business in Crypto Trading, Brokerage, Paym... Read more about PayBitoPro

$5000 - $9999

$100 - $149/hr

50 - 199

2017

Palo Alto, California


Service focuses

GLOBAL FPO logo

GLOBAL FPO

Claimed

Global FPO is an outsourcing and consulting company providing services around the world.

About company

Global FPO is an outsourcing and consulting company providing services around the world. We also have a presence in the UK, USA, AUS, and Canada We provide expert services at competitive prices and a... Read more about GLOBAL FPO

Less than $5000

$100 - $149/hr

200 - 499

2012

Mount Pleasant, South Carolina


Service focuses

BillingFreedom logo

Get Best Medical Billing services in USA

About company

BillingFreedom is a reputable provider of best-in-class billing services for healthcare practitioners, hospitals, and group and individual practices. The company is committed to solving the toughest... Read more about BillingFreedom

Undisclosed

Undisclosed

50 - 199

2018

Frisco, Texas


Service focuses

Backoffice Pro logo

Your Reliable Support for Business Growth

About company

Backoffice Pro (BOP) is an offshore outsourcing company that provides a variety of business process outsourcing (BPO) services to companies across the globe. Recognizing the increasing need for effic... Read more about Backoffice Pro

Less than $5000

NA

500 - 999

2014

Princeton, New Jersey


Service focuses

GreenSense Billing logo

Reduce Financial Costs. Maximize Revenue!

About company

GreenSense Billing, a tight-knit family venture, is all about punching above our weight to cater to our clients. We get that medical providers swim in paperwork and hurdles just to get their dues. Wi... Read more about GreenSense Billing

Undisclosed

Undisclosed

10 - 49

2019

Las Vegas, Nevada


Service focuses

RCM Matter logo

RCM Matter

Claimed

Best Medical Billing Services in Pittsburg

About company

RCM Matter is a top Medical Revenue Cycle Management company that offers a comprehensive product of fully integrated clinical, revenue cycle, credentialing, medical billing & coding, practice managem... Read more about RCM Matter

Less than $5000

$25 - $49/hr

500 - 999

2016

Pittsburgh, Pennsylvania


Service focuses

EmdeonMD logo

EmdeonMD

Claimed

We take care of your Medical Billing and Coding

About company

EmdeonMD is a dedicated medical billing company that specializes in streamlining the billing process for healthcare providers. Our mission is to maximize revenue for our clients while ensuring accura... Read more about EmdeonMD

Undisclosed

NA

10 - 49

2023

Sheridan, Wyoming


Service focuses

MNS Credit Management Group Pvt. Ltd. logo

Credit Solutions Beyond Expectations

About company

MNS Credit Management Group, serving clients for over two decades, is one of the most professional and organized company in the field of domestic and international debt collection, business informati... Read more about MNS Credit Management Group Pvt. Ltd.

Less than $5000

NA

200 - 499

1996

New Delhi, India


Service focuses

AppVin Technologies Pvt Ltd logo

AppVin | Software Development Company Netherlands, UAE, USA

About company

Welcome to AppVin Technologies, where innovation and excellence waltz hand in hand across the digital canvas! As a vibrant software development company, our tale began in 2020, and within a mere year... Read more about AppVin Technologies Pvt Ltd

$25000 - $49999

$25 - $49/hr

50 - 199

2020

Leiden, Netherlands


Service focuses

sondepay logo

sondepay

Claimed

simplify your finance

About company

Sondepay is a pioneering, cloud-based platform transforming financial management for businesses. Our cutting-edge solution empowers companies to streamline financial transactions, automate processes,... Read more about sondepay

$5000 - $9999

$25 - $49/hr

50 - 199

2020

KAMPALA, Uganda


Service focuses

AcoBloom International logo

Reliable Co-Sourcing Partner

About company

AcoBloom International is a reliable CoSourcing (collaborative outsourcing) partner of more than 300 CPA, Tax & Accounting firms in the UK, USA, Canada, Australia, New Zealand & Ireland. We are a le... Read more about AcoBloom International

$5000 - $9999

Undisclosed

10 - 49

2008

Noida, India


Service focuses

Ye Property Kya Kehti Hai | Real Estate Marketing Agency Ahmedabad logo

Your trusted Real Estate Marketing Agency in Ahmedabad

About company

Ye Property Kya Kehti Hai ," is not just another Real Estate Marketing Agency in Ahmedabad ; it's a gateway to unlocking the full potential of your property ventures. With a dedicated team of profe... Read more about Ye Property Kya Kehti Hai | Real Estate Marketing Agency Ahmedabad

Less than $5000

NA

50 - 199

2022

Ahmedabad, India


Service focuses

About company

We are mainly focused on latest technologies like Ai, ml, dl and other web technologies. Our services Custom website development Custom software development ERP development Digital Marketing AI... Read more about Scipytechnologies

$10000 - $24999

$25 - $49/hr

10 - 49

2020

Trivandrum, India


Service focuses

How much does it cost to hire Financial Planning Providers?

We conducted a study of 20 companies, but only 11 of them provided their pricing data

20

Total number of companies

9

Companies undisclosed data

11

Companies provided data

Pricing of Financial Planning Services by Location

Pricing in 2024
Data current as of: Dec 21, 2024
Country
The number of companies and their branches
%, The number of companies and their branches
Avg. hourly rate, $/hr
The most popular hourly rate among companies

United States

6

50.00

$50 - $99/hr

$25 - $49/hr

India

3

25.00

$25 - $49/hr

$25 - $49/hr

Canada

1

8.33

$50 - $99/hr

$50 - $99/hr

Netherlands

1

8.33

$25 - $49/hr

$25 - $49/hr

Uganda

1

8.33

$25 - $49/hr

$25 - $49/hr

12

100

$50 - $99/hr

$25 - $49/hr

  • 50.00%

    Companies from United States

  • 25.00%

    Companies from India

  • 8.33%

    Companies from Canada

  • 8.33%

    Companies from Netherlands

  • 8.34%

    Other Companies

$100 - $149/hr

Highest hourly rate

$25 - $49/hr

Lowest hourly rate

$25 - $49/hr

Most popular

Summary of Financial Planning Companies Rates (as of Dezember 21, 2024)

We analyzed data from 20 Financial Planning Firms and revealed that 11 of them provided their pricing information. The data demonstrates that hourly rates for Financial Planning services vary significantly depending on the company’s location, industry, and size.

Hourly Rate Analysis Based on the Location

Companies from United States lead with the highest average hourly rate of $50 - $99/hr, which is a common rate among companies in this region. In contrast, Financial Planning Service Providers in India offer more competitive rates, with an average hourly rate of $25 - $49/hr per hour.

Industry-Based Hourly Rate Analysis

Pricing for Financial Planning services varies significantly across industries due to differences in work complexity, regulatory requirements, and market competitiveness. Business Companies, Startups and Non-profit sector trends tend to charge higher rates, with the most common hourly rate of $50 - $99/hr. Meanwhile, in industries like Healthcare & Medical, Education and eCommerce, typically lower rates are offered, with the most common hourly rate of $25 - $49/hr.

Hourly Rate Analysis Based on the Size of Firms

Across all company sizes, the AVG hourly rate ranges $50 - $99/hr per hour. This consistency suggests that the size of Financial Planning Companies has little impact on pricing, reflecting it as a general category norm.

The cost of hiring Financial Planning Agencies depends on various factors, including the company’s location, industry, and size, with a general trend toward higher rates in more developed regions. This information is valuable for businesses seeking to understand the market and accordingly allocate their budget for Financial Planning in 2024.

Pricing of Financial Planning Firms by Industries

Pricing in 2024
Data current as of: Dec 21, 2024
Industry
Number of companies
%, Number of companies
Avg. hourly rate, $/hr
The most popular hourly rate in companies

Government

1

1.72

$25 - $49/hr

$25 - $49/hr

Real Estate

2

3.45

$50 - $99/hr

$25 - $49/hr

Banking

2

3.45

$50 - $99/hr

$25 - $49/hr

Business Services

4

6.90

$50 - $99/hr

$25 - $49/hr

Industrial

1

1.72

$100 - $149/hr

$100 - $149/hr

Information Technology

2

3.45

$50 - $99/hr

$25 - $49/hr

Education

3

5.17

$25 - $49/hr

$25 - $49/hr

Designing

1

1.72

$25 - $49/hr

$25 - $49/hr

eCommerce

3

5.17

$25 - $49/hr

$25 - $49/hr

Art, Entertainment & Music

1

1.72

$25 - $49/hr

$25 - $49/hr

Media

1

1.72

$25 - $49/hr

$25 - $49/hr

Gaming

1

1.72

$25 - $49/hr

$25 - $49/hr

Transportation & Logistics

1

1.72

$25 - $49/hr

$25 - $49/hr

Utilities

1

1.72

$25 - $49/hr

$25 - $49/hr

Startups

4

6.90

$50 - $99/hr

$25 - $49/hr

Healthcare & Medical

4

6.90

$25 - $49/hr

$25 - $49/hr

Public Sector

1

1.72

$25 - $49/hr

$25 - $49/hr

Oil & Energy

1

1.72

$25 - $49/hr

$25 - $49/hr

Productivity

1

1.72

$25 - $49/hr

$25 - $49/hr

Non-profit

3

5.17

$50 - $99/hr

$25 - $49/hr

Law

1

1.72

$25 - $49/hr

$25 - $49/hr

Food & Beverages

1

1.72

$25 - $49/hr

$25 - $49/hr

Politics

1

1.72

$25 - $49/hr

$25 - $49/hr

Legal

1

1.72

$25 - $49/hr

$25 - $49/hr

Legal Cannabis

1

1.72

$25 - $49/hr

$25 - $49/hr

Enterprise

3

5.17

$25 - $49/hr

$25 - $49/hr

Advertising & Marketing

1

1.72

$25 - $49/hr

$25 - $49/hr

Manufacturing

2

3.45

$25 - $49/hr

$25 - $49/hr

Travel & Lifestyle

1

1.72

$25 - $49/hr

$25 - $49/hr

Automotive

2

3.45

$25 - $49/hr

$25 - $49/hr

Retail

2

3.45

$50 - $99/hr

$25 - $49/hr

Hotel

1

1.72

$25 - $49/hr

$25 - $49/hr

Dental

2

3.45

$25 - $49/hr

$25 - $49/hr

Hospitality & Leisure

1

1.72

$25 - $49/hr

$25 - $49/hr

100

$200 - $300/hr

$25 - $49/hr

$100 - $149/hr

Highest hourly rate

$25 - $49/hr

Lowest hourly rate

$25 - $49/hr

Most popular

Pricing of Financial Planning Services by size of companies

Pricing in 2024
Data current as of: Dec 21, 2024
Employees
Number of companies
%, Number of companies
Avg. hourly rate, $/hr
The most popular hourly rate in companies

10 - 49

1

9.09

$25 - $49/hr

$25 - $49/hr

50 - 199

6

54.55

$50 - $99/hr

$25 - $49/hr

200 - 499

1

9.09

$100 - $149/hr

$100 - $149/hr

500 - 999

2

18.18

$50 - $99/hr

$25 - $49/hr

10000+

1

9.09

$50 - $99/hr

$50 - $99/hr

11

100

$50 - $99/hr

$25 - $49/hr

  • 54.55%

    50 to 199 employees

  • 18.18%

    500 to 999 employees

  • 9.09%

    10 to 49 employees

  • 9.09%

    200 to 499 employees

  • 9.09%

    Others

$100 - $149/hr

Highest hourly rate

$25 - $49/hr

Lowest hourly rate

$25 - $49/hr

Most popular

Choosing the Right Financial Planning Partner: A Full Guide

Which Financial Planning providers featured on the SuperbCompanies portal have more than 10 years of experience?

Currently, several firms listed on SuperbCompanies boast over 10 years of experience in providing high-quality Financial Planning services. Some of the most prominent among them are:
  • Integrated Enterprises (India) Pvt. Ltd (1974)
  • Sistar Mortgage Company (2002)
  • Medical Billers and Coders (MBC) (1999)
  • Medical Billing Company (2010)
  • GLOBAL FPO (2012)
These companies combine rich experience and cutting-edge technology. For more detailed information, you can visit their profiles on the SuperbCompanies portal.

What are Financial Planning firms with 1-3 years of experience that offer the lowest prices?

Here are some of the best firms with 1-3 years of experience and positive reviews, offering competitive pricing:
  • Paywint (2024) - $25 - $49 per hour
These companies are relatively new to the market, but they have quickly gained good reputations for delivering cost-effective, high-quality solutions

What are the Top Financial Planning service providers with over 10 years of experience that offer the lowest prices?

Here are some of the top providers with over 10 years of experience, excellent reviews, and competitive pricing:
  • Sistar Mortgage Company (2002) - NA
  • MNS Credit Management Group Pvt. Ltd. (1996) - NA
These companies are all well-regarded for their expertise in various types of Financial Planning and offer scalable and affordable solutions for businesses of all kinds and sizes

What are the most experienced Financial Planning providers listed on SuperbCompanies?

Among these providers listed on the SuperbCompanies portal, the following have the most significant experience:
  • Integrated Enterprises (India) Pvt. Ltd (1974)
  • MNS Credit Management Group Pvt. Ltd. (1996)
  • Medical Billers and Coders (MBC) (1999)
  • Sistar Mortgage Company (2002)
  • AcoBloom International (2008)
These companies are known for their extensive experience in Financial Planning and have established themselves as industry leaders over the years. You can find more details about these companies on the SuperbCompanies website.

Which countries have the highest number of Financial Planning agencies, according to the SuperbCompanies portal?

The majority of these companies listed on the SuperbCompanies portal are based in the following countries:
  • United States (6 companies)
  • India (3 companies)
  • Netherlands (1 company)
  • Uganda (1 company)
These countries are home to numerous firms, which makes them key players in the global Financial Planning industry. For more detailed information, you can explore the top Financial Planning outsourcing providers listed on the SuperbCompanies portal.

Which Financial Planning service providers on the SuperbCompanies portal are the most awarded and certified?

On the SuperbCompanies portal, providers stand out for being highly awarded and certified. Among them, the following companies are particularly noteworthy:
  • GLOBAL FPO (2012) - $100 - $149 per hour
  • AppVin Technologies Pvt Ltd (2020) - $25 - $49 per hour
  • AcoBloom International (2008) - Undisclosed
  • Scipytechnologies (2020) - $25 - $49 per hour
  • sondepay (2020) - $25 - $49 per hour

How many Financial Planning service providers are listed on the SuperbCompanies portal?

The SuperbCompanies portal lists a variety of Financial Planning service providers across multiple regions, and over 19 featured companies are based across countries like Canada, the United States, Ukraine, and more.
It is worth mentioning that around 9 of the Financial Planning firms on the SuperbCompanies portal do not provide full information. This means that they cannot be used in the in-depth analytical research conducted by the SuperbCompanies experts. As a result, their services and performance may not be as easily evaluated or scrutinized compared to companies with full, transparent data.

Which working models are the most popular among Financial Planning firms listed on the SuperbCompanies portal?

The most popular working models among Financial Planning firms listed on the SuperbCompanies portal are the following:
  • Full Time - 10 companies
  • On Demand - 5 companies
  • Part Time - 4 companies
These models cater to various project needs and requirements, offering flexibility in terms of resource allocation and engagement.

Which project management methodologies are the most popular among Financial Planning providers listed on the SuperbCompanies portal?

The most popular project management methodologies used by software testing providers listed on SuperbCompanies are:
  • Scrum Methodology - 3 companies
  • Six Sigma - 2 companies
  • Agile Methodology - 1 company
  • Waterfall Methodology - 1 company
  • Critical Path Method (CPM) - 1 company
These methodologies cater to various project types and organizational needs, offering flexibility and efficiency for different testing requirements.

In which countries are the lowest hourly rates for Financial Planning services?

Countries with large, competitive markets for IT services usually have the lowest hourly rates for software testing services. According to data from SuperbCompanies, the following countries offer the most affordable pricing:
India

Which leading Financial Planning vendors provide success stories that showcase their expertise?

On the SuperbCompanies portal, several leading Financial Planning experts share success stories and client experiences. These companies are recognized for their expertise in delivering quality and reliable Financial Planning services. Some of the top companies with impressive portfolios are:
  • AppVin Technologies Pvt Ltd (6 cases)
  • RCM Matter (1 case)
  • GLOBAL FPO (1 case)
These companies have built stellar reputations by consistently delivering high-quality Financial Planning services and working with prominent brands across different industries. To read their success stories and client experiences, as well as to gain more insights into their achievements, visit their profiles on the SuperbCompanies portal.

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