As expert Microsoft Excel consultants we do a lot of work in the financial industry


Our Manhattan New York office works with some very well know financial firms


While we work in all of the industries some of the industries claim a larger percent of our clients base. Finance has been our largest niche since 1994.


As expert Excel consultants we do a lot of Microsoft Excel programming for the financial industry


Here are the logos of just a few of the firms we work with in the financial industry


Here are a few of our most common niches in the finance industry.

  • Financial Investors/Traders – Stocks, Options, Futures, Bonds, Mutual Funds
  • Stock Brokerages, Trading Firms – Merrill Lynch
  • Wealth Management/Brokerages – Morgan Stanley
  • Financial Advisors, Brokerages – American Express
  • Financial Planners/Banking – Wells Fargo
  • Banking – Union Bank, Great Western
  • Real Estate – Caldwell Banker, CBRE
  • Insurance – State Farm
  • Accounting & Finance – Red Bull, LinkedIn, Toshiba, PepsiCo, Ralph Lauren, Verizon, Visa, etc.
  • Financial Services – Independents, Mid Sized Companies, Individuals, etc.


Call us now to get started on your projects today 877-392-3539