The 7 Biggest Financial Consulting Firm in New York

New York City is a global financial hub that houses some of the world’s largest and most influential financial consulting firms. These firms provide a wide range of services to clients, including financial planning, investment management, risk assessment, and mergers and acquisitions advice. They help individuals and businesses make informed financial decisions and achieve their long-term goals.

Here are the five largest financial consulting firms in New York City:

• Goldman Sachs: Founded in 1869, Goldman Sachs is one of the world’s most prominent investment banks and financial services firms. It offers a comprehensive suite of services, including investment banking, asset management, private wealth management, and consumer banking.




• JPMorgan Chase: JPMorgan Chase is a leading global financial services firm with a history dating back to 1799. It provides a wide range of banking, investment, and asset management services to individuals, businesses, and institutions.




• Morgan Stanley: Founded in 1935, Morgan Stanley is a multinational investment bank and financial services company. It offers a broad range of services, including investment banking, wealth management, and asset management.




• Citigroup: Citigroup is a multinational financial services corporation headquartered in New York City. It provides a wide array of financial services, including consumer banking, investment banking, and wealth management.




• Bank of America: Bank of America is one of the largest financial institutions in the United States. It offers a comprehensive range of banking, investment, and wealth management services to individuals and businesses.

The 7 Biggest Financial Consulting Firm near New York

Bridger

• Address: 150 Broadway 19th Floor, New York, NY 10038, United States
• Map: Click here
• Rating: 4.3 (41)
• Phone: +1 646-969-9953
• Website: Link
• Opening hours:
  
  Monday: 7:00 AM – 6:00 PM

  Tuesday: 7:00 AM – 6:00 PM

  Wednesday: 7:00 AM – 6:00 PM

  Thursday: 7:00 AM – 6:00 PM

  Friday: 7:00 AM – 6:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Ken Atkinson✭✭✭✭✭

  a month ago

  So far working with Bridger has been very efficient and professional. The research interview had good questions and they did not probe into confidential information. All of my emails to Allison were very promptly responded to. While I have not yet received the agreed upon compensation, I don’t have any reason to believe that they won’t follow through. I would definitely work with them again in the future.

  Richard N✭✭

  a week ago

  Everything was good until it came to getting the payment for the research interview. I’m not sure I would have got the money unless I chased it up multiple times. They did eventually compensate me and the compensation was good, but it took far too long with quite a bit of effort on my side to get it resolved.

  Spencer Lian✭✭✭✭✭

  a month ago

  Bridger reached out to me and it was fairly easy to schedule – no crazy long qualifications just a quick call / exchange texts with times and a few answers to background. Like others, I did have delays in receiving payment (a month after the stated payment terms) but I called my contact Luci directly and she had it sorted out in a day. Luci has been extremely prompt whenever I’ve texted or called her and would work with her again.

  Michael & Reny George✭

  a month ago

  Do not consult for this organization. After one consultation, I had to chase the account manager Jana Warshawsky multiple times on the phone for compensation, and only received a ‘I will follow up with my account team.’ She never once got back to me. It was only after I wrote a strongly worded message via their contact us on the home-page, did I get my compensation (less than an hour). I will never consult with these folks again and recommend that if you want to waste your time, there are other things/places to do it at.

  mark lane✭✭✭✭✭

  3 weeks ago

  The consultant that arranged the meetings with her client was highly professional, organized and thorough. It was a pleasure working with Bridger. Their services recommended for sure.

Forcery

• Address: 268 E Broadway Suite A1206, New York, NY 10002, United States
• Map: Click here
• Rating: 5 (29)
• Phone: +1 212-260-3027
• Website: Link
• Opening hours:
  
  Monday: Open 24 hours

  Tuesday: Open 24 hours

  Wednesday: Open 24 hours

  Thursday: Open 24 hours

  Friday: Open 24 hours

  Saturday: Open 24 hours

  Sunday: Open 24 hours
• Reviews:
  
  Boris Krasko✭✭✭✭✭

  3 months ago

  Forcery provides excellent Salesforce consulting services ranging from a system forensic analysis to complex, multi-org implementations for a very competitive price. Highly recommend.

  Romy jacob✭✭✭✭✭

  2 years ago

  Expert Salesforce Implementation consultants. We chose Forcery as they were highly recommended for our Sales Cloud implementation for our Financial Services asset management firm. Forcery were communicative, responsive, a trusted Salesforce Partner and delivered on the project within the timeline we scoped for the CRM implementation. We highly recommend and I would work with them again.

  Steven Ahlberg✭✭✭✭✭

  3 years ago

  I’ve had the pleasure to work with Forcery on a few different and engagements — they always make my job easier! I would classify them as experts of SalesForce, but that would be selling them short. They have a mastery-level knowledge of the overall marketing technology ecosystem and the relative impact of the various go-to-market motions. They bring actionable recommendations that have driven mission capabilities for my firm(s). I recommend without hesitation.

  Henry P.✭✭✭✭✭

  2 years ago

  Forcery are New York’s finest Salesforce experts. I trusted Forcery for my Sales Cloud implementation, and I could not imagine a smoother discovery, better communication or a more customized platform as a result. Great job team!!

  Andrew Goodwin✭✭✭✭✭

  2 years ago

  Top Pardot consultants in Manhattan. Forcery takes the time to understand the marketing strategy behind email marketing and marketing automation, and the importance of aligning Pardot with Salesforce CRM. I highly recommend Forcery’s services.

Wall Street Services

• Address: 11 Broadway Suite 632, New York, NY 10004, United States
• Map: Click here
• Rating: 4.3 (18)

Investment Science

• Address: 99 Wall St Suite 1672, New York, NY 10005, United States
• Map: Click here
• Rating: 5 (14)

Unique Financial Advisors & Tax Consultants

• Address: 26 Broadway f8, New York, NY 10004, United States
• Map: Click here
• Rating: 5 (2)

Black Swan Consulting LLC

• Address: 110 Greene St, New York, NY 10012, United States
• Map: Click here
• Rating: 1 (1)

Burkina Financial Management And Consulting

• Address: 1850 Amsterdam Ave, New York, NY 10031, United States
• Map: Click here
• Rating: 5 (1)

Discover top consulting firms in various states, like those mentioned in Pennsylvania, Illinois and Ohio, to understand the dynamic business scene across the United States. These companies play a crucial role in shaping the vibrant business environment, positioning New York, USA as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in New York

When it comes to financial consulting firms, New York City is home to some of the best in the world. These firms provide a range of services including investment banking, asset management, and risk management. Here are three of the top financial consulting firm alternatives that are particularly popular in New York:

• Goldman Sachs: Founded in 1869, Goldman Sachs is one of the oldest and most prestigious investment banking firms in the world. They offer a wide range of financial services to corporations, governments, and individuals. Their expertise spans across mergers and acquisitions, underwriting, asset management, and risk management. Goldman Sachs has a strong presence in New York City and is known for its rigorous hiring process and competitive culture.
• Morgan Stanley: With a history dating back to 1935, Morgan Stanley is another highly regarded financial consulting firm in New York City. They provide a range of services including wealth management, investment banking, and asset management. Morgan Stanley is well-known for its global reach and strong relationships with corporate clients, making it a top choice for those looking for financial advice and expertise.
• J.P. Morgan: J.P. Morgan is one of the largest and most well-known financial consulting firms in New York City. With a history dating back to the 1800s, they offer a wide range of services including investment banking, asset management, and private banking. J.P. Morgan is particularly renowned for its expertise in advising corporate clients on mergers and acquisitions, raising capital, and managing risk.

These three financial consulting firms are highly regarded in New York City and have a strong presence in the financial industry. Whether you are an individual looking for wealth management services or a corporation in need of investment banking expertise, these firms offer a wealth of knowledge and experience to meet your financial needs.

Thank you for taking the time to read our article. For more in-depth reviews and comprehensive ratings on the Financial Consulting Firm, please explore the recommended articles listed below.