Top firms that specialize in Financial Analysis & Modeling

Randomized order

This list includes top firms that specialize in Financial Analysis & Modeling. All firms are vetted so you can trust the agency you hire. We check if each firm is competent in their field, able to produce results, reliable & trustworthy, and well-equipped for long-term potential. To get started, you can click on any company and contact them directly. Firms that specialize in Financial Analysis & Modeling provide services to analyze financial data and create models for decision-making. They focus on forecasting, valuation, and investment analysis, aiming to support businesses in strategic planning, investment decisions, and financial performance evaluation.

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AB (AllianceBernstein)

1967

500+

100+

Nashville, Tennessee

Vetted & Verified

Recommended

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets.

AllianceBernstein's financial expertise and investment strategies have been integral in optimizing our asset management and growth.

Optimizing asset management and growth was achieved through insightful financial expertise and strategic investment strategies.

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Bank of America Private Bank

1853

500+

100+

New York City, New York

Vetted & Verified

Recommended

THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to manage & preserve wealth across generations.

Private Banking at Bank of America customizes financial solutions for our unique needs.

Bank of America Private Bank's wealth management services have provided us with tailored financial strategies, ensuring the growth and protection of our assets.

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Barclays Private Bank

1690

500+

100+

England, United Kingdom

Vetted & Verified

Recommended

Barclays Private Bank provides comprehensive specialist investment, banking, lending and wealth advisory services to the world’s most influential people and their families in the primary global wealth hubs and corridors.

Barclays Private Bank's personalized financial advice is crucial for our wealth management.

Barclays Private Bank's bespoke financial guidance and services have been pivotal in managing and enhancing our wealth strategies.

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BGC Partners

1945

500+

100+

London, United Kingdom

Vetted & Verified

Recommended

BGC Group, Inc. (Nasdaq: BGC), is a leading global brokerage and financial technology company (formerly BGC Partners, Inc.). Headquartered in London and New York, BGC Group provides a wide range of services, including trade execution, broker-dealer services, clearing, processing, information and other back office services.

BGC Partners' brokerage services are crucial for our financial transactions.

BGC Partners' brokerage services have provided us with exceptional market insights and opportunities for growth.

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BlackRock

1988

500+

100+

New York City, New York

Vetted & Verified

Recommended

BlackRock is one of the world’s leading providers of investment, advisory and risk management solutions. We are a fiduciary to our clients. We’re investing for the future on behalf of our clients, inspiring our employees, and supporting our local communities.

BlackRock's financial management is key to our investment success.

BlackRock's financial management tools have given us a deeper understanding of our investment landscape, enhancing our strategic decisions.

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Capital Group

1931

500+

100+

Los Angeles, California

Vetted & Verified

Recommended

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Capital Group is a private firm that employs more than 8,000 associates and has offices in Europe.

Capital Group's investment management strategies are key to our financial growth.

Their personalized investment strategies and phenomenal service significantly boosted my financial confidence.

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Deutsche Bank Wealth Management

1870

500+

100+

Frankfurt am Main, Hessen

Vetted & Verified

Recommended

At Deutsche Bank, we give original thinkers the space and support they need to shine. Merging local knowledge with global vision, in-depth insight with industry-leading digital expertise, if you’re an innovator by nature, we can help you to unleash your potential.

Deutsche Bank's financial services are integral to our global financial strategy.

Deutsche Bank's financial services facilitated our strategic investments and financial planning, driving growth.

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Fidelity Investments

1946

500+

100+

Boston, Massachusetts

Vetted & Verified

Recommended

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.

Fidelity Investments' financial services are instrumental in our wealth and investment management.

Fidelity Investments crafts financial strategies that are a cornerstone of our asset growth and management.

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Goldman Sachs

1869

500+

100+

New York City, New York

Vetted & Verified

Recommended

At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow.

Goldman Sachs' financial services are instrumental in our strategic investment planning.

Goldman Sachs's financial services are a keystone in our strategic investment planning, guiding us towards fiscal growth and stability.

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Jefferies

1962

500+

100+

New York , New York

Vetted & Verified

Recommended

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management services.

Jefferies provides expert financial advice, optimizing our investments.

Jefferies's astute financial counsel has been instrumental in optimizing our financial strategies and growth.

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LGT

1920

500+

100+

Vaduz, Liechtenstein

Vetted & Verified

Recommended

LGT is an international private bank owned by the Princely Family of Liechtenstein with 23 locations in Europe, Asia, Australia, and the Middle East. Our solid capitalization, long-term thinking, and strategic focus underpin our strong values.

LGT's wealth and asset management have provided us with strategic investment guidance and services.

LGT's wealth and asset management services have been fundamental in our financial planning and growth.

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Morgan Stanley

1980

500+

100+

New York City, New York

Vetted & Verified

Recommended

Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 645 investment professionals around the world and strives to provide outstanding long-term investment performance.

Morgan Stanley Investment Management has provided us with strategic financial advice, optimizing our investment portfolio.

Strategic financial advice from Morgan Stanley has been key in the growth and diversification of our investment portfolio.

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Neuberger Berman

1939

500+

100+

New York City, New York

Vetted & Verified

Recommended

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally.

Neuberger Berman's investment management has provided us with tailored strategies for financial growth and stability.

Investment management from Neuberger Berman tailored strategies for our financial growth and stability.

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Nomura

1925

500+

100+

Tokyo, Japan

Vetted & Verified

Recommended

Nomura is a global financial services group with an integrated network spanning over 30 countries and regions.

Nomura's financial services have provided us with strategic investment insights and opportunities.

Financial acumen from Nomura has guided our investment strategies, ensuring robust portfolio growth.

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Pictet

1805

500+

100+

Geneva, Switzerland

Vetted & Verified

Recommended

Pictet is an investment-led service company, offering wealth management, asset management and related services.

Pictet Group's wealth management services have provided us with bespoke financial strategies.

Wealth management from Pictet Group has tailored financial strategies precisely to our goals and aspirations.

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Standard Chartered Private Bank

1948

500+

100+

London, United Kingdom

Vetted & Verified

Recommended

We are a leading international banking group, with a presence in more than 60 of the world’s most dynamic markets. Our purpose is to drive commerce and prosperity through our unique diversity, and our heritage and values are expressed in our brand promise, Here for good.

Standard Chartered Private Banking offers tailored financial services that have been key in managing our wealth.

Provided us with bespoke wealth management services, aligning perfectly with our financial goals.

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State Street Global Advisors

1978

500+

100+

Boston, Massachusetts

Vetted & Verified

Recommended

At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. As the asset management arm of State Street Corporation, we share in the corporate mission to help create better outcomes for the world’s investors and the people they serve.

State Street Global Advisors' investment management services have been instrumental in our financial strategy.

Their investment management services have played a key role in the growth of our financial assets.

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The Vanguard Group

1975

500+

100+

Valley Forge, Pennsylvania

Vetted & Verified

Recommended

We are a community of 30 million who think—and feel—differently about investing. Together, we're changing the way the world invests. Since our founding in 1975, helping investors achieve their goals has been our main reason for existence. At Vanguard, we’re built differently.

Vanguard's corporate investment services have provided us with sound financial strategies and reliable asset management.

Their expertise in corporate finance has been instrumental in guiding our investment decisions.

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UBS Group

1895

500+

100+

Zurich, Switzerland

Vetted & Verified

Recommended

UBS Asset Management is a large-scale investment manager with a presence in 23 markets.

UBS Asset Management provides expert financial advice and investment strategies.

UBS Asset Management is synonymous with trust and expertise in financial management.

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