Coyote Wealth

Find a Fractional CFO — Vetted, Reviewed, Free to Search

Browse vetted fractional CFOs with real client reviews. Compare pricing, startup experience, and fundraising track records. Get matched free.

212vetted firms·Independently reviewed — we never accept payment for placement

Find a Vetted Fractional CFO or Outsourced CFO

Coyote Wealth lists fractional CFOs, outsourced CFOs, and strategic finance advisors serving startups, growth-stage companies, and established businesses across all industries. Every firm has been vetted for engagement structure, pricing transparency, industry experience, and client outcomes.

A fractional CFO provides the strategic financial leadership of a full-time CFO — financial modeling, fundraising prep, board reporting, cash flow management, and CFO-level oversight — at a fraction of the cost. Engagements typically run 10–40 hours per month on retainer ($3,000–$10,000/month), scaling with your stage and needs.

What to look for

Ask about their experience with companies at your exact revenue stage and industry. If you're fundraising, confirm they have a track record of closing rounds. Clarify the engagement structure (retainer vs. project), whether they will attend board meetings, and who at the firm will be your primary contact day-to-day.

212 professionals found

🏆 Alpha
[DEMO] Pinnacle Family Office
Fractional CFO
No reviews yet

This is a demo listing — not a real firm

San Francisco, CA
No reviews yet

Setup and Operate Your Family Office

Miami, FL
No reviews yet

Family Office Services for Entrepreneurs

United States
VFO Advisory Group
Fractional CFO
No reviews yet

Virtual Family Office Advisory

United States
No reviews yet

Family Office & Concierge Services

United States
Somers Partnership
Fractional CFO
No reviews yet

Family Office Consultants

United Kingdom

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No reviews yet

Outsourced Solutions for Wealth Management

United States
No reviews yet

Boutique Multi-Family Office

United States
No reviews yet

Strategic Guidance for Global Families

United States
No reviews yet

Outsourced Family Office Tax Services

United States
No reviews yet

Open Platform for Family Office Resources

Carlsbad, CA
No reviews yet

Family Office Consulting & Advisory

Chicago, IL
FINTRX
Fractional CFO
No reviews yet

Family Office Data & Intelligence

Boston, MA
No reviews yet

Global Family Office Solutions

Cayman Islands
No reviews yet

Personalized Wealth Management Consulting

Switzerland
Masttro
Fractional CFO
No reviews yet

Wealth Intelligence Platform

United States
Aleta
Fractional CFO
No reviews yet

Family Office Software Platform

Denmark
Ocorian
Fractional CFO
No reviews yet

Global Private Client Services

Jersey
No reviews yet

Growth Advisory for Family Offices

United States
No reviews yet

Timely, Reliable, Relevant

Portland, ME
Addepar
Fractional CFO
No reviews yet

Family Office Software & Reporting

Mountain View, CA
No reviews yet

PNC Family Office for $20M+ Families

Pittsburgh, PA
Simple (AndSimple)
Fractional CFO
No reviews yet

Family Office Research & Insights

United States
No reviews yet

Family Office Accounting Services

United States
No reviews yet

Virtual Family Office Services

United States
No reviews yet

Conshohocken PA Multi-Family Office

Conshohocken, PA
No reviews yet

DC-Area Multi-Family Office for Government Executives

Bethesda, MD
Pathstone
Fractional CFO
No reviews yet

National multi-family office

Virtual / Multi-City
ICONIQ Capital
Fractional CFO
No reviews yet

Serving technology pioneers

San Francisco, CA
No reviews yet

Multi-family office rooted in Dallas

Dallas, TX
Legacy Family Office
Fractional CFO
No reviews yet

Preserving wealth across generations

Birmingham, AL
Tresmont Group
Fractional CFO
No reviews yet

Discreet family office services in New York

New York, NY
Cresset Capital
Fractional CFO
No reviews yet

Multi-family office for the ultra-affluent

Chicago, IL
Callan Family Office
Fractional CFO
No reviews yet

Institutional expertise for families

Virtual, US
Legacy Knight
Fractional CFO
No reviews yet

Preserving family legacies through generations

Dallas, TX
IEQ Capital
Fractional CFO
No reviews yet

Independent multi-family office

Dallas, TX
No reviews yet

Comprehensive family office in Ohio

Mayfield Heights, OH
Orchid Advisory
Fractional CFO
No reviews yet

Boutique family advisory in Texas

Dallas, TX
Parere Advisory
Fractional CFO
No reviews yet

Strategic advisory for family enterprises

Virtual, US
Doll Family Office
Fractional CFO
No reviews yet

Personalized family office in the Midwest

Kansas City, MO
No reviews yet

Boutique Family Office Experience

Houston, TX
No reviews yet

Family Office for UHNW Families

United States
No reviews yet

Single-Family Office Management

Greenwich, CT
Family Office Match
Fractional CFO
No reviews yet

Connecting Family Offices & Providers

United States
Boutique Family Office CFO
Financial Advisor
Fractional CFO
No reviews yet

Estate & Family Legacy Planning

United States
No reviews yet

Global Family Office Lawyers

New York, NY
No reviews yet

Legal Counsel for Family Offices

Dallas, TX
HedgeServ
Fractional CFO
No reviews yet

Fund Accounting for Family Offices

New York, NY
No reviews yet

PE & Fund Accounting Solutions

Cincinnati, OH
No reviews yet

Trusted Estate & Trust Advisers

New York, NY
No reviews yet

Trust and investment management for generations

New York, NY
No reviews yet

Art Advisory for Family Offices

New York, NY
No reviews yet

Philanthropy & Impact for Families

United States
No reviews yet

Cybersecurity & Risk for Family Offices

United States
No reviews yet

Real Estate for Family Offices

United States
No reviews yet

Next-Gen Education & Governance

United States
No reviews yet

Generational Wealth Preservation

Kansas City, MO
No reviews yet

Multifaceted Family Office Solutions

Boston, MA
No reviews yet

Safeguarding Your Legacy

United States
No reviews yet

Family Office Insurance Coverage

United States
Accent Family Office
Fractional CFO
No reviews yet

Insurance for HNW Families

Canada
No reviews yet

UHNW Family Office Lawyers

London, UK
No reviews yet

Family Office Lawyers for UHNW

Australia
No reviews yet

Lifestyle & Concierge for FOs

United States
No reviews yet

Tax Strategy for Family Offices

United States
No reviews yet

Ultra-Wealth Advisory Rooted in Rockefeller Legacy

New York, NY
No reviews yet

Iconic family office for modern dynasties

New York, NY
No reviews yet

150 years of family wealth management in the Pacific Northwest

Seattle, WA
No reviews yet

Objective, independent family office advisory

Denver, CO
No reviews yet

Multi-Family Office Founded by the PPG Family

Jenkintown, PA
No reviews yet

Independent MFO Serving $500M+ Families

Indianapolis, IN
No reviews yet

Naples FL Family Office for Seasonal Residents

Naples, FL
No reviews yet

Canadian & US Multi-Family Office

Toronto, ON / Miami, FL
No reviews yet

US Bank Family Office for $75M+ Families

Minneapolis, MN
No reviews yet

Directed Trust Services for UHNW Families

Portland, OR
Tamarind Partners LLC
Fractional CFO
No reviews yet

Houston Family Office for Energy & Ranch Wealth

Houston, TX
BBR Partners LLC
Fractional CFO
No reviews yet

NYC Multi-Family Office for $25M+ Families

New York, NY
No reviews yet

Global Family Office Advisory from St. Louis

St. Louis, MO
No reviews yet

Independent Advisory for Wealthy Families & Institutions

Morristown, NJ
TRIS
Fractional CFO
No reviews yet

Fractional CFO for restaurant groups multi-unit beverage concepts

Austin, TX
Sand Aire LLC
Fractional CFO
No reviews yet

Single & Multi-Family Office in Philadelphia

Philadelphia, PA
Veritable LP
Fractional CFO
No reviews yet

Philadelphia MFO with $8B+ AUM

Newtown Square, PA
No reviews yet

Houston Family Office for Energy & Ranch Families

Houston, TX
No reviews yet

Boutique family office in the Pacific Northwest

Eugene, OR
No reviews yet

Serving the extraordinary financial lives of families

Palm Beach Gardens, FL
No reviews yet

Integrated family office services in Denver

Denver, CO
WPA Family Office
Fractional CFO
No reviews yet

Virtual multi-family office for modern wealth

Virtual, US
No reviews yet

Independent oversight for complex family wealth

Virtual, US
Pennington Partners
Fractional CFO
No reviews yet

Boutique family office advisory in New York

New York, NY
No reviews yet

Generational wealth stewardship since 1818

New York, NY
No reviews yet

Customized wealth management for UHNW families

New York, NY
Emigrant Partners
Fractional CFO
No reviews yet

Multi-family office rooted in 175+ years of banking

New York, NY
No reviews yet

Bank-backed family office with fiduciary excellence

Philadelphia, PA
No reviews yet

Fiduciary wealth management for Silicon Valley families

Palo Alto, CA
Pitcairn
Fractional CFO
No reviews yet

Transforming family wealth across generations

Jenkintown, PA
WE Family Offices
Fractional CFO
No reviews yet

Boutique multi-family office in Miami

Miami, FL
No reviews yet

Phoenix family office for multi-generational wealth

Phoenix, AZ
No reviews yet

Pittsburgh family office for the affluent

Pittsburgh, PA
No reviews yet

Chicago boutique family office

Chicago, IL
No reviews yet

Cincinnati family office and advisory

Cincinnati, OH
No reviews yet

Vermont boutique family office

Manchester, VT
No reviews yet

New Jersey family office for business owners

Red Bank, NJ
No reviews yet

Long Island boutique family office

Jericho, NY
No reviews yet

Norfolk-based multi-family office

Norfolk, VA
Hamilton Capital
Fractional CFO
No reviews yet

Columbus multi-family office and RIA

Columbus, OH
No reviews yet

California family office for entrepreneurs

Larkspur, CA
Vogel Consulting
Fractional CFO
No reviews yet

Dallas family office consulting

Dallas, TX
Delegate Advisors
Fractional CFO
No reviews yet

Chapel Hill family office advisory

Chapel Hill, NC
No reviews yet

National RIA with family office services

Newport Beach, CA
No reviews yet

DC-area family office and advisory

Rockville, MD
True North Advisors
Fractional CFO
No reviews yet

Dallas independent family office

Dallas, TX
Threshold Group
Fractional CFO
No reviews yet

Integrated family office for families of purpose

Gig Harbor, WA
Glenmede
Fractional CFO
No reviews yet

Independent investment and wealth management since 1956

Philadelphia, PA
Tiedemann Advisors
Fractional CFO
No reviews yet

Sustainable and impact-focused family office

New York, NY
No reviews yet

Comprehensive multi-family office serving DC and beyond

Washington, DC
No reviews yet

Pacific Northwest premier family office

Seattle, WA
Ballentine Partners
Fractional CFO
No reviews yet

Comprehensive family wealth management

Waltham, MA
No reviews yet

Boutique family office in Texas

Austin, TX
Adventum
Fractional CFO
No reviews yet

Fractional CFO and FP&A for founder-led SaaS portfolios

Chicago, IL
CTC | myCFO
Fractional CFO
No reviews yet

Comprehensive family office services

Denver, CO
No reviews yet

Independent investment advisor

Los Angeles, CA
No reviews yet

Boutique Family Office for Real Estate Dynasties

Greenwich, CT
Chilton Trust Company
Fractional CFO
No reviews yet

Stamford-Based Trust & Wealth for UHNW Families

Stamford, CT
No reviews yet

Global Wealth Management Since 1931

New York, NY
No reviews yet

Multi-Gen Wealth Counsel Since 1919

Baltimore, MD
No reviews yet

Philadelphia Trust Company with $45B+ AUM

Philadelphia, PA
Dome Advisory LLC
Fractional CFO
No reviews yet

Miami Family Office for Sports & Entertainment

Miami, FL
No reviews yet

Global Law Firm Family Office Advisory

Washington, DC
No reviews yet

Cresset Southwest Office for Desert Wealth

Scottsdale, AZ
No reviews yet

Tolleson Houston for Energy & Ranch Families

Houston, TX
No reviews yet

Portland MFO for Pacific NW Entrepreneurial Families

Portland, OR
No reviews yet

Chicago Alternative Investment Family Office

Chicago, IL
No reviews yet

Boston MFO for Biotech & Academic Wealth

Boston, MA
No reviews yet

SF Investment Bank & Family Office Advisory

San Francisco, CA
Collective VFO
Fractional CFO
No reviews yet

Virtual Family Office for Business Owners

United States
No reviews yet

Supporting Single and Multi-Family Offices

Cleveland, OH
Test Firm March
Accountant
Financial Advisor
Fractional CFO
No reviews yet

Test Firm March

Los Angeles
Bessemer Trust
Fractional CFO
No reviews yet

Premier wealth management for families of substantial wealth

New York, NY
Whittier Trust
Fractional CFO
No reviews yet

Premier trust and family office services

Pasadena, CA
Atlantic Trust
Fractional CFO
No reviews yet

Comprehensive family office services in the Southeast

Atlanta, GA
No reviews yet

Family Office Insurance & Risk

United States
No reviews yet

Direct Investment for Family Offices

United States
No reviews yet

NYC-Based UHNW Wealth Management & Family Office

New York, NY
YPTC
Fractional CFO
No reviews yet

Nonprofit Fractional CFO and Accounting Specialists

Philadelphia, PA
Scale Pro Advisors
Fractional CFO
No reviews yet

Fractional CFO + bookkeeping calibrated for contingency law firms

Austin, TX
Charles River CFO
Fractional CFO
No reviews yet

Fractional CFO for Life Sciences and Biotech in Boston

Boston, MA
No reviews yet

Outsourced Family Office Solutions

New York, NY
Burkland Associates
Fractional CFO
No reviews yet

Fractional CFO & Accounting for Startups

San Francisco, CA
Kruze Consulting
Fractional CFO
No reviews yet

Accounting, CFO & Tax for VC-Backed Startups

San Francisco, CA
Consero Global
Fractional CFO
No reviews yet

Finance as a Service for Growth Companies

Austin, TX
Propeller Industries
Fractional CFO
No reviews yet

Strategic Finance for High-Growth Companies

San Francisco, CA
B2B CFO
Fractional CFO
No reviews yet

Fractional CFO Services for Private Business Owners

Gilbert, AZ
Preferred CFO
Fractional CFO
No reviews yet

Expert CFO Services for Growing Businesses

Salt Lake City, UT
CFO Hub
Fractional CFO
No reviews yet

On-Demand CFO & Controller Services

San Diego, CA
inDinero
Fractional CFO
No reviews yet

Accounting, Tax & CFO for Growing Companies

Portland, OR
The CEO's Right Hand
Fractional CFO
No reviews yet

Fractional COO & CFO for Entrepreneurs

New York, NY
Sutherland Fox
Fractional CFO
No reviews yet

Fractional CFO for Real Estate & Construction

Dallas, TX
MGH Consulting
Fractional CFO
No reviews yet

Fractional CFO for Construction and Real Estate Developers

Dallas, TX
8020 Consulting
Fractional CFO
No reviews yet

Finance & Accounting Consultants for Mid-Market

Encino, CA
Fully Accountable
Fractional CFO
No reviews yet

Full-Service Finance for Ecommerce & DTC Brands

Cleveland, OH
Navigate CFO
Fractional CFO
No reviews yet

Fractional CFO for Family-Owned & Private Businesses

St. Louis, MO
ScaleXP
Fractional CFO
No reviews yet

CFO Services & FP&A for UK & US Scale-Ups

New York, NY
CFO Leverage
Fractional CFO
No reviews yet

Fractional CFO for Healthcare and Medical Organizations

Reston, VA
Graphite Financial
Fractional CFO
No reviews yet

Accounting & Finance for Venture-Backed Startups

New York, NY
TechCXO
Fractional CFO
No reviews yet

On-Demand CFO, CRO & COO for Growth Companies

Atlanta, GA
No reviews yet

CFO Services for Minnesota Businesses

Rochester, MN
CFO Selections
Fractional CFO
No reviews yet

Interim & Fractional CFO Placement in the Pacific Northwest

Seattle, WA
Decimal
Fractional CFO
No reviews yet

Tech-Enabled Bookkeeping and CFO for Small Businesses

Indianapolis, IN
CFO Services Group
Fractional CFO
No reviews yet

Fractional CFO for Entrepreneurs & Business Owners

Atlanta, GA
Attivo Group
Fractional CFO
No reviews yet

CFO Advisory for Business Owners

Charlotte, NC
FinStrat Management
Fractional CFO
No reviews yet

Fractional CFO for Venture-Backed SaaS

New York, NY
Zeni
Fractional CFO
No reviews yet

AI-Powered Finance & CFO for Startups

Palo Alto, CA
Pilot
Fractional CFO
No reviews yet

Bookkeeping and CFO for Y Combinator-Backed Startups

San Francisco, CA
No reviews yet

Fractional CFO & Accounting for SaaS & Tech

Fort Wayne, IN
CFO Alliance
Fractional CFO
No reviews yet

Community & Resources for Finance Leaders

Philadelphia, PA
Amplify CFO
Fractional CFO
No reviews yet

Fractional CFO for Purpose-Driven Businesses

Denver, CO
No reviews yet

Fractional CFO for Service-Based Businesses

Los Angeles, CA
Trim Finance
Fractional CFO
No reviews yet

Fractional CFO for SaaS shops & professional-services operators

San Francisco, CA
Acuity
Fractional CFO
No reviews yet

Accounting & CFO Services for Growing Businesses

Atlanta, GA
Revel CPA
Fractional CFO
No reviews yet

Fractional CFO & Tax for Creative Entrepreneurs

Denver, CO
Clearinghouse CFO
Fractional CFO
No reviews yet

Finance Leadership for Healthcare & Life Sciences

Boston, MA
No reviews yet

Advisory for Family-Owned Enterprises

Northbrook, IL
No reviews yet

Pacific NW Family Office for Timber & Land Wealth

Portland, OR
No reviews yet

Independent family office solutions

Miami, FL
No reviews yet

Independent Family Office Advisory Across the US

Englewood, NJ
No reviews yet

Cross-Border Family Office for Asia-Pacific Families

Los Angeles, CA
Lenox Advisors Inc
Fractional CFO
No reviews yet

NYC-Based Wealth Advisory for Complex Needs

New York, NY
Gresham Partners LLC
Fractional CFO
No reviews yet

Chicago MFO for Entrepreneurial Families

Chicago, IL
No reviews yet

Integrated Family Wealth with Institutional Backing

Milwaukee, WI
No reviews yet

Cincinnati Fee-Only Wealth Counsel for $5M+ Families

Cincinnati, OH
No reviews yet

SF Bay Area Family Office for Tech Wealth

San Francisco, CA
Summitas Group LLC
Fractional CFO
No reviews yet

Family Office Cybersecurity & Privacy Advisory

New York, NY
No reviews yet

Bilingual Family Office for Latin American UHNW

Miami, FL
No reviews yet

Objective wealth counsel

New York, NY
Abbot Downing
Fractional CFO
No reviews yet

Ultra-Wealth Services for $50M+ Families

Minneapolis, MN
No reviews yet

NYC Alternative Investment Platform for Families

New York, NY
FFP Wealth Management
Fractional CFO
No reviews yet

Family-focused wealth solutions

Irvine, CA
Cresset
Fractional CFO
No reviews yet

Multi-family office built by families

Chicago, IL
Kovack Advisors
Fractional CFO
No reviews yet

Independent family office services

Fort Lauderdale, FL
No reviews yet

Chicago premier wealth advisor

Chicago, IL
No reviews yet

Chicago MFO with Alternative Investment Focus

Northbrook, IL
No reviews yet

Independent wealth advisor

New York, NY
No reviews yet

Boca Raton MFO for $10M+ Families

Boca Raton, FL
No reviews yet

NJ Multi-Family Office for Business Owners

Westfield, NJ
No reviews yet

Charlotte Family Office for Southeast Industrialists

Charlotte, NC
All Books Balance
Fractional CFO
No reviews yet

Fractional bookkeeping & CFO concierge for hospitality groups

Chicago, IL
Eightx
Fractional CFO
No reviews yet

Operating finance partners for ecommerce & CPG growth brands

Los Angeles, CA
Gofen & Glossberg LLC
Fractional CFO
No reviews yet

Chicago Multi-Generational Wealth Since 1932

Chicago, IL
No reviews yet

Sophisticated FO Legal Counsel

Dallas, TX
No reviews yet

Comprehensive Wealth Stewardship

United States
Slate CFO Partners
Fractional CFO
No reviews yet

Fractional CFO leadership for scaled CPG manufacturing food brands

Los Angeles, CA
No reviews yet

Fractional CFO for AI, SaaS & fintech-ready startups

San Diego, CA

Editorial review by the Coyote Wealth team · Updated June 17, 2026

Benefits of Hiring a Fractional CFO

A fractional CFO gives growing businesses access to senior financial leadership without the cost of a full-time executive. They bring cash flow forecasting, financial modeling, and board-ready reporting that most small and mid-size businesses simply don't have internally. For companies approaching a fundraise, acquisition, or major capital event, a fractional CFO with relevant experience can compress the timeline and increase the quality of your financial narrative.

Unlike bookkeepers or accountants, a fractional CFO is a strategic partner — they sit in the room with you, challenge your assumptions, and help you make decisions with financial clarity. The best fractional CFOs specialize by stage and revenue model, bringing directly applicable experience to your specific situation.

How to Choose a Fractional CFO: A Step-by-Step Guide

Follow these four steps before signing any engagement letter.

1

Step 1: Understand what fractional CFO means

Fractional CFO services range from a few hours of strategic advisory per month to near-full-time embedded support. Be clear on what you need: are you looking for someone to own your financial model and board deck, or just a senior advisor to pressure-test assumptions quarterly? The best fractional CFOs specialize by stage (seed, Series A, profitable SMB) and revenue model (SaaS, services, product). Scope alignment upfront prevents expensive mismatches.

2

Step 2: Ask about engagement structure

Most fractional CFOs charge $3,000–$10,000/month on retainer, with scope defined by hours per month (typically 10–40 hours). Some charge project-based fees for specific deliverables: financial models, board decks, audit prep, or fundraise support. Ask about their team structure — some fractional CFOs work solo; others have a support team for FP&A and accounting. Clarity on deliverables and communication cadence prevents scope creep.

3

Step 3: Evaluate industry and stage fit

A fractional CFO who has built SaaS revenue models doesn't automatically understand the unit economics of a services business or the inventory complexity of a product company. Ask specifically: Have you supported a fundraise at my stage? Have you worked with businesses in my revenue range? Do you have relationships with the banks, auditors, or investors I'm likely to need? Relevant experience matters more than years of experience.

4

Step 4: Check references carefully

Unlike licensed CPAs or CFP® holders, fractional CFOs have no uniform licensing body and no public regulatory database. This makes reference checks more important. Ask for 2–3 references from clients at a similar stage. Ask references specifically: Did they meet deadlines? Did their models turn out to be accurate? Would you re-engage them? Strong references from relevant contexts are the best signal you can get.

Frequently Asked Questions

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