Financial MatchReviews of financialmatch.com

Financial Match is a rapidly growing tech-enabled B2B Advisory firm created to help U.S. businesses be well-connected to the best tax credit and grant programs. We acknowledge that the programs available to small businesses are complex and recognize that applying for them is challenging. Our goal is to help businesses in need and provide outstanding customer service and satisfaction with every interaction. Culture The company culture starts with integrity over profit and a “no ego” approach. We hire self-starters and hard workers who want to be great at everything they do. This approach translates to time spent with colleagues that tend to overachieve. We are diligent about finding the best. Management Style Management focuses on objective, data-based decisions for the business and our employees. Subjective opinions are valued but do not move the needle; therefore, employees are judged on targets and quotas and will always know where they stand. Servant leadership is a required management style at Financial Match. Servant leadership is a modern philosophy in which the leader aims to serve. Management gives goals and provides resources to achieve those goals, whether through budgets, time allocation, staffing support, or mentorship. Ownership TeamThe owners are serial entrepreneurs with ownership in 9 companies and 70 years of experience in high-production companies. They come from varied industries and backgrounds, including but not limited to eCommerce, digital marketing, private equity investing, online web assets investing, and large-scale telesales organizations. Across their current business portfolio, they employ 337 people worldwide.

Financial Match (financialmatch.com) has 12 customer reviews on Five Star Index, with an average rating of 4.7 out of 5.

Also known as

financialmatch.com

Website

financialmatch.com

Category

Administration & Services

Location

Beverly Hills, California

Listed on Five Star Index

2026