Financial Advisory companies

Kroll is a global independent provider of risk and financial advisory solutions, operating across 32 countries with over 6,500 professionals.

Deloitte is a global professional services firm providing audit, consulting, tax, advisory, and legal services across more than 150 countries.

Charles Schwab is a major American financial services company offering brokerage, retirement planning, banking, wealth management, and investment advisory servi…

Orion Advisor Solutions develops integrated software for financial advisors, covering portfolio accounting, compliance, trading, and reporting.

iA Financial Group is a major Canadian insurance and wealth management company offering life, health, auto and home insurance, wealth management, and group reti…

Wilshire is a global financial services firm providing investment consulting, discretionary management, alternative assets, and indexes to institutional investo…

Teneo is the global CEO advisory firm providing strategic counsel to the world's top companies across communications, financial advisory, management consulting,…

MUFG Investor Services provides fund administration, asset servicing, and operational consulting for alternative investment managers globally.

Ankura Consulting Group provides multidisciplinary advisory services in disputes, forensics, transactions, restructuring, compliance, and digital transformation…

OneMain Financial is the largest personal installment lender in the United States, providing personal and auto loans to nonprime customers across 47 states with…

Mourant is an international law firm and professional services provider advising on the laws of BVI, Cayman Islands, Guernsey, Jersey, and Luxembourg across nin…

Venerable acquires, manages, and administers legacy variable annuity contracts from other insurance providers.

Global investment banking and financial services firm founded in 1935, operating across worldwide markets with technology platform engineering capabilities.

Colonial First State is an Australian financial services firm providing superannuation products, investment platforms, and retirement solutions, managing over $…

New York Life Insurance Co. is a mutual, policyholder-owned insurance and financial services company providing life insurance, retirement planning, and advisory…

Exemplar Companies is an integrated professional services firm providing coordinated legal, tax, accounting, and strategic guidance to founders, executives, and…

Dodge & Cox is an investment management firm that manages equity and fixed income investments for clients worldwide.

Riveron is a business advisory firm founded in 2006 that partners with CFOs and private equity firms to solve complex finance, accounting, and operational chall…

Symetra is a diversified financial services company offering retirement solutions, life insurance, and employee benefits, serving approximately 2.3 million cust…

J.P. Morgan is a global financial services firm offering investment banking, commercial banking, asset management, wealth management, payments processing, and m…