Top Financial Services Firms in Shanghai
16 Companies
List of the Top Shanghai Financial Services Companies
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$50,000+$200 - $300 / hr10 - 49Serves Shanghai, ChinaServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
Industry Experience
CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
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$25,000+Undisclosed250 - 999Serves Shanghai, ChinaServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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$5,000+Undisclosed10 - 49Shanghai, China
Services provided
10% Accounting15% Business Consulting15% Finance & Accounting Outsourcing (FAO) +6 services15% HR Outsourcing15% PEO/Employee Leasing10% Financial Consulting10% Recruiting5% HR Consulting5% StaffingSee all 6 projectsSapience Pro is an accounting services firm specializing in tax preparation, financial analysis, and business auditing. They are praised for their transparency and professionalism, with 100% of reviewers noting their efficient handling of tax issues and license applications. Additionally, clients appreciate their dedicated communication, highlighting their attentive project management and delivery of tasks within agreed timelines.
1 of 1 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Payroll, Tax & Recruiting Services for Water-Based Paint Co
5.0 — Sapience Pro provides outsourced payroll and tax services for a water-based paint company. The team has also sourced accounting candidates in the past based on the client's job descriptions. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Sapience Pro as delivering high value for money, with services priced competitively. One client noted an annual investment of approximately $7,000 for HR outsourcing, emphasizing satisfaction with the quality of work and timely delivery. Another client highlighted a monthly expenditure of around $4,200, praising the effective problem-solving capabilities of the team and the cost savings achieved. Overall, feedback reflects a positive sentiment regarding the company's pricing relative to the quality of services provided.Was this helpful?
More responsive than most other service providers
Get in TouchSapience Pro is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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UndisclosedUndisclosed10 - 49Shanghai, China
Services provided
60% Accounting10% HR Consulting10% PEO/Employee Leasing +3 services10% Recruiting5% HR Outsourcing5% StaffingSee all 2 projectsHROne is an HR services company specializing in managing overseas employment and payroll distribution. Reviews indicate a 100% satisfaction rate with their effective solutions and smooth workflow, particularly highlighting the exceptional service from account manager Lizzie Meng, who is described as kind, patient, and effective. The company is highly recommended for their specialized HR services.
Reviews mention Timely
Clients consistently commend HROne for their timely and efficient service delivery. One client highlighted their account manager's promptness in resolving issues, stating she 'always gets it fixed for us in a timely manner.' Another noted HROne's effective project management, emphasizing that they 'deliver on time' and are 'always ready to help.' Overall, the sentiment regarding timeliness is overwhelmingly positive, indicating a strong reliability in meeting deadlines and addressing client needs promptly.-
HR Outsourcing for Business Services Company
4.5 Mar 31, 2026HROne’s project management is effective. They deliver on time. We communicate via virtual meetings, emails, and messaging apps.
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0 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent client feedback highlights HROne's reliability and effectiveness in managing local employment operations in China. The team has successfully handled payroll, compliance, and onboarding, leading to improved employee satisfaction. Clients appreciate their timely project management and responsiveness, noting that they provide a cost-effective solution compared to maintaining local offices. However, there is a suggestion for HROne to enhance their digital presence to better showcase their offerings.Was this helpful?
Industry Experience
HROne has demonstrated expertise in the Financial Services and Business Services industries. Clients in Financial Services praised their smooth workflow and effective HR services for employing foreigners, highlighting a supportive account manager. In the Business Services sector, they were noted for reliable local employment operations in China, showcasing strong compliance and quick onboarding processes. Overall, feedback reflects a positive sentiment, emphasizing HROne's reliability, responsiveness, and cost-effectiveness in managing global employment needs.
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Business services Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently praised HROne for offering reasonable fees and high value for money. One client highlighted that their services were more cost-effective than establishing their own office, enhancing employee satisfaction and operational efficiency. Another review noted the smooth workflow and timely support from account managers, reinforcing the perception of HROne as a reliable partner. Overall, the sentiment towards HROne's pricing and value proposition is overwhelmingly positive, with minimal areas for improvement identified.Was this helpful?
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UndisclosedUndisclosed50 - 249Shanghai, China
Services provided
10% Accounting50% HR Outsourcing20% PEO/Employee Leasing +3 services10% Recruiting5% HR Consulting5% StaffingLinks International is a HR Outsourcing company. They were founded in 1999, and their services include HR Outsourcing and PEO/Employee Leasing.
Read moreSee All Locations (11)Shanghai, China
Room 304, Platinum Building, No. 233 Taicang Road, Huangpu District, Shanghai
Shanghai, China 20002121 - 30
+86.215.368.0000
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$5,000+$150 - $199 / hr10 - 49Shanghai, China
Services provided
50% Accounting50% Business ConsultingLocated in Shanghai, China, Top FDI is a Business Consulting and Accounting company. They provide Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Shanghai, China
Services provided
20% Accounting80% HR ConsultingLaunched in 2012, Connectus Group is a HR Consulting company. Their services include HR Consulting and Accounting.
Read moreSee All Locations (2)Shanghai, China
No.726 West Yan'an Rd, Unit 12G
Shanghai, China 2000502 - 5
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UndisclosedUndisclosed1,000 - 9,999Shanghai, China
Services provided
100% AccountingKPMG is an Accounting company. Located in Central, Hong Kong and Shanghai, China, their team offers Accounting.
Read moreSee All Locations (4)Shanghai, China
25th Floor, Tower II, Plaza 66, 1266 Nanjing West Road
Shanghai, China 200010+86-21-2212-2888
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UndisclosedUndisclosed10 - 49Shanghai, China
Services provided
80% Accounting20% Business ConsultingThe Azure Group is an Accounting company. The Sydney, Australia-based firm was founded in 2002. Their services include Accounting and Business Consulting.
Read moreSee All Locations (2)Shanghai, China
9/F, Eco City 1788 Nanjing West Road, Jing'an District
Shanghai, China 2000401
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UndisclosedUndisclosed10 - 49Shanghai, China
Services provided
15% Accounting40% Cloud Consulting & SI25% IT Managed Services +2 services15% Financial Advising & Planning5% Other IT Consulting and SIShanghai Evershine Global Services is a cloud consulting & SI company. Based in Shanghai, China, their team offers cloud consulting & SI and IT managed services.
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UndisclosedUndisclosed2 - 9Shanghai, China
Services provided
25% Accounting25% ERP Consulting and SI25% IT Strategy Consulting +1 service25% Other IT Consulting and SIYGL Shanghai is a Shanghai, China-based IT strategy consulting company. Their services include IT strategy consulting and ERP consulting and SI.
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UndisclosedUndisclosed50 - 249Shanghai, China
Services provided
20% Accounting30% Back Office Outsourcing20% BI & Big Data Consulting & SI +3 services10% Customer Service Outsourcing10% HR Consulting10% RecruitingGFC Consulting Co., Ltd. Shanghai is a Back Office Outsourcing company launched in 2007. The company focuses on Back Office Outsourcing and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Shanghai, China
Services provided
50% E-Commerce Development50% Financial Advising & PlanningShanghai Geoswift Business Services Co., Ltd. Is an e-commerce development firm and Financial Advising & Planning company. Their services include E-Commerce Development.
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UndisclosedUndisclosed10 - 49Shanghai, China
Services provided
20% Accounting20% Business Consulting20% Financial Advising & Planning +3 services20% Logistics & Supply Chain Consulting10% HR Consulting10% RecruitingFIDUCIA Management Consulting Shanghai, a Business Consulting company, is headquartered in Shanghai, China. The team focuses on Business Consulting and Logistics & Supply Chain Consulting.
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UndisclosedUndisclosed10 - 49Shanghai, China
Services provided
10% Accounting15% HR Consulting15% HR Outsourcing +5 services15% Recruiting15% Staffing10% Financial Advising & Planning10% IT Managed Services10% Logistics & Supply Chain ConsultingSmall Staffing company Morgan McKinley Shangha, is located in Shanghai, China. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Shanghai, China
Services provided
10% Accounting20% Business Consulting10% Advertising +8 services10% Event Marketing10% Logistics & Supply Chain Consulting10% Market Research10% Translation5% Bankruptcy Law5% Corporate Law5% Intellectual Property Law5% Tax LawCEC - China Expert Consulting (China) Limited is a small Business Consulting company in Shanghai, China. The team offers Business Consulting and Advertising.
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UndisclosedUndisclosed250 - 999Shanghai, China
Services provided
30% Accounting35% BI & Big Data Consulting & SI35% Cloud Consulting & SISheng Ye Capital is a big data company. Established in 2016, the company focuses on BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Su Zhou Shi, China
Services provided
20% Accounting20% HR Outsourcing20% IT Staff Augmentation +2 services20% PEO/Employee Leasing20% Recruitment Process OutsourcingTransFingo is an IT staff augmentation company. The Su Zhou Shi, China-based company was established in 2003. Their team offers IT staff augmentation and Accounting.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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List of the Top 2 Shanghai Financial Services Companies
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$5,000+Undisclosed10 - 49Shanghai, China
Ability to deliver
31.6/40.016.2/20 Reviews7.4/10 Clients & Experience8/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Shanghai, China
Ability to deliver
23/40.016.2/20 Reviews1/10 Clients & Experience5.7/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Shanghai, China
Ability to deliver
6.2/40.00/20 Reviews0.6/10 Clients & Experience5.6/10 Market PresenceService focus
10% Accounting90% Other -
$5,000+$150 - $199 / hr10 - 49Shanghai, China
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Shanghai, China
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed1,000 - 9,999Shanghai, China
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Shanghai, China
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Shanghai, China
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
15% Accounting15% Financial Advising & Planning70% Other -
UndisclosedUndisclosed2 - 9Shanghai, China
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed50 - 249Shanghai, China
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49Shanghai, China
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Shanghai, China
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed10 - 49Shanghai, China
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
10% Accounting10% Financial Advising & Planning80% Other -
UndisclosedUndisclosed2 - 9Shanghai, China
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Shanghai, China
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49Su Zhou Shi, China
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Accounting80% Other
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