Hire the top 3% of freelance Financial Investment Consultants.

Toptal is a marketplace for the top Financial Investment consultants. Top companies and investment firms hire freelance Financial Investment consultants from Toptal for their projects.

No-Risk Trial, Pay Only If Satisfied.

Trusted by leading brands and startups

Hire Freelance Financial Investment Consultants

Kyle Wade

Freelance Financial Investment Consultant

United StatesToptal Member Since November 20, 2017

Kyle's been involved in more than 65 M&A and capital-raising projects with more than $7B of combined value, and he's led both the FP&A group of a $1B tech company and a $700M investment fund. As a consultant, he enjoys taking clients to the next level with strategic insight, accurate modeling, and capital advisory. He's helped energy, tech, industrial, transport, and retail companies evaluate strategic decisions and succeed.

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Marc Howland

Freelance Financial Investment Consultant

United StatesToptal Member Since May 16, 2019

Marc is a Harvard Business School graduate with honors, a former investment banker from Goldman Sachs, and private equity investor at The Carlyle Group. He has helped execute more than $70 billion worth of global M&A and financing transactions in the tech, media, telecom, infrastructure and sports facility finance markets. Marc enjoys freelancing to contribute his knowledge and skills to others while working on his own early-stage ventures.

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Yiannis Ritsios, CFA

Freelance Financial Investment Consultant

GreeceToptal Member Since October 14, 2018

Yiannis manages €550 million of assets for institutional investors globally and has extensive experience in financial analysis, valuation, equity research, and investment management. He has worked on M&A projects for large corporations and startup funding for the European Commission. With an MBA from Imperial College London, Yiannis began freelancing to help top management, investors, and entrepreneurs in creating value and sustainable growth.

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Martin Pretty

Freelance Financial Investment Consultant

AustraliaToptal Member Since June 9, 2017

Martin Pretty, an 18-year finance veteran and a CFA, is the founder and manager of a boutique investment fund, and is a director at publicly traded firms. He joined Toptal to utilize his experience managing investments at a large family office, heading equity research teams, and serving as a C-level executive at various financial technology businesses to advise, engage, and drive value for a diverse clientele.

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Kendal Strickland

Freelance Financial Investment Consultant

United StatesToptal Member Since September 1, 2018

Kendal has underwritten, executed and managed $200+ million of private debt and structured equity investments, including six turnaround deals and three Chapter 11 bankruptcies. He has deep experience identifying and unlocking value for small to mid-sized funds and lower middle-market companies through strategic, operational and financial measures. Security analysis serves as a pleasant diversion as he sails around the world on his boat "Avignon."

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Omar Itani

Freelance Financial Investment Consultant

United KingdomToptal Member Since January 9, 2019

Omar is a strategic advisor and successful investor with over a decade of experience. After starting his career at Morgan Stanley, Omar moved to principal investing at a top hedge fund and two $500+ million family offices. He's also helped two tech startups raise $35 million in funding. A published author and London Business School MBA, he advises entrepreneurs, businesses, and family offices on complex commercial and investment challenges.

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Michael Farrell

Freelance Financial Investment Consultant

United StatesToptal Member Since October 30, 2018

A CFA charter holder, Michael is a fixed income trader and portfolio manager who oversaw a $10+ billion portfolio. With a strong background in financial modeling and analysis, he has helped build the loan book of an education lending startup ($10 million in capital). He has worked with large firms with more than $100 billion in assets and early-stage firms and joined Toptal to help clients of all sizes steer through challenges in business growth.

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Daniel Barr, CFA, CAIA

Freelance Financial Investment Consultant

Cayman IslandsToptal Member Since January 11, 2018

Dan led a team of controllers responsible for $185+ billion in assets at Credit Suisse and previously managed the acquisition/development of luxury home communities. He is passionate about helping small and mid-size businesses access the same tools employed by large corporations. Utilizing his financial knowledge and coding experience he has helped companies build financial models, automate processes, and bridge the gap between finance and IT.

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Jamie Mariani

Freelance Financial Investment Consultant

United KingdomToptal Member Since September 2, 2018

Jamie's helped raise more than $18 billion in equity for growth, M&A, and distressed situations with notable clients such as KPN, France Telecom, and Telecity. He also has buy-side experience as an analyst and project manager, helping management teams in the global technology, media, and telecommunication sectors. Jamie joined Toptal to help clients make breakthroughs by drawing on his two decades of experience in the TMT and financial sectors.

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Testimonials

Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you.

Pete Pellizzari, CEO

Budder, Inc.

Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company.

Romy Parzick, COO

Student Loan Benefits, Inc. dba Vault

Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future.

Doug MacKay, Founder / CEO

SideKick

Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again.

Chris Pozek, CEO

Veterans Rideshare

What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently.

Chris Pozek, CEO

Veterans Rideshare

Scott had a lot of finance experience which he used to ask the right questions and help us do things more quickly than we would have done without him. The commission model is crucial to us being able to scale, he integrated seamlessly with our finance team and efficiently got us the outputs we needed.

Naushad Parpia, Founder and CEO

GSD

I was very impressed with the quality of finance talent in Toptal’s network. Our expert's experience was immediately evident through his insightful questions and the speed at which we could move. Toptal stayed on top of the process from making the match through to the successful completion of the project. I've already recommended Toptal Finance to my network.

Naushad Parpia, Founder and CEO

GSD

Hire Financial Investment Consultants Seamlessly with Toptal

1

Talk to One of Our Industry Experts

A Toptal director of finance will work you to understand your goals, technical needs, and team dynamics.
2

Work With Hand-Selected Talent

Within days, we'll introduce you to the right Financial Investment Consultant for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

Work with your new Financial Investment Consultant for a trial period (pay only if satisfied), ensuring they're the right fit before starting the engagement.

FAQs

  • How are Toptal Financial Investment Consultants different?

    At Toptal, we thoroughly screen our Financial Investment Consultants to ensure we only match you with talent of the highest caliber. Of the more than 100,000 people who apply to join the Toptal network each year, fewer than 3% make the cut. You'll work with finance experts (never generalized recruiters or HR reps) to understand your goals, technical needs, and team dynamics. The end result: expert vetted talent from our network, custom matched to fit your business needs.

  • How fast can I hire Financial Investment Consultants through Toptal?

    Depending on availability and how fast you can progress, you could start working with a Financial Investment Consultant within 48 hours of signing up.

  • What is the no-risk trial period for Financial Investment Consultants?

    We make sure that each engagement between you and your Financial Investment Consultant begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you're completely satisfied with the results, we'll bill you for the time and continue the engagement for as long as you'd like. If you're not completely satisfied, you won't be billed. From there, we can either part ways, or we can provide you with another expert who may be a better fit and with whom we will begin a second, no-risk trial.

Tap Into World-Class Talent

  • Trusted Experts Only

    Trusted Experts Only

    All of our talent are seasoned experts who ramp up quickly, readily contribute as core team members, and work with you to minimize onboarding time.

  • The Right Fit

    The Right Fit

    We have a knack for matching you with the right fit. Start working with your new hire on a no-risk trial period, paying only if satisfied.

  • Scale as Needed

    Scale as Needed

    Hire in under 2 weeks and scale your team up or down as needed, no strings attached.

  • Seamless Hiring

    Seamless Hiring

    We handle all aspects of billing, payments, and NDA’s. Let us take care of the overhead while you focus on building great products.

  • Flexible Engagements

    Flexible Engagements

    Choose the engagement type that suits your needs — hourly, part-time, or full-time — with the ability to change anytime.

  • Expert Talent Matching

    Expert Talent Matching

    Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.

Top Financial Investment Consultants are in High Demand.

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