Top Financial Services Firms
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Featured
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See 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.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See 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.
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UndisclosedUndisclosed2 - 9Allen, TX
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Finclore is a Tax Law company. Launched in 2025, the team specializes in Tax Law and Accounting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Launched in 2025, Hat Accounting is an Accounting company. The team focuses on Accounting and Financial Consulting.
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$1,000+< $25 / hr2 - 9Quezon City, Philippines
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Located in Quezon City, Philippines, Pillar Point VA is a graphic design company. Their services include Graphic Design and Social Media Marketing.
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Undisclosed$25 - $49 / hr10 - 49
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Lekhasathy, an Accounting company, is headquartered in Kathmandu, Nepal. The team focuses on Accounting and Financial Consulting.
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$250,000+Undisclosed2 - 9
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Kopylkov is a Business Consulting company headquartered in Lisbon, Portugal. Launched in 2020, the team focuses on Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9London, England
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Taylor Made Risk Solutions Ltd is a London, England-based Insurance Services & Brokers company. They provide Insurance Services & Brokers.
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$5,000+$25 - $49 / hr2 - 9
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Small Generative AI company Quantrix, is located in Manila, Philippines. Their services include Generative AI and Accounting.
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UndisclosedUndisclosed10 - 49
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Al Moheet Business Setup Consultant in Dubai, UAE is a Business Consulting company. They specialize in Business Consulting and Accounting and are in Dubai, United Arab Emirates.
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UndisclosedUndisclosed50 - 249
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PFA Global is a Financial Consulting company. The midsize Kannur, India-based team focuses on Financial Consulting and Accounting. The firm was established in 2017.
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Undisclosed< $25 / hr2 - 9Perungalathur, India
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Zavira Business is an Accounting company. The Perungalathur, India-based team provides Accounting and Direct Marketing.
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Undisclosed$200 - $300 / hrFreelancerSan Jose, CA
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TaxClaim is an Accounting company. The San Jose, California-based firm was established in 2026. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr2 - 9
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DataAdminPro is a Faisalabad, Pakistan-based Data Annotation Services company. Their services include Data Annotation Services and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9
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Accounting company Conta is in Amsterdam, Netherlands. They provide Accounting.
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$1,000+$200 - $300 / hr2 - 9
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Empower Capital Tax Advisors is an Accounting company. Launched in 2026, their team offers Accounting and Financial Advising & Planning.
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Undisclosed$100 - $149 / hr2 - 9
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Contractor's Ledger is an Accounting company. Founded in 2024, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed< $25 / hr2 - 9Sheffield, England
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Ascent is a social media marketing company. They were established in 2023 and focus on Social Media Marketing and Accounting.
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$1,000+$25 - $49 / hr10 - 49
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Monitrix Corporate Services Pvt Ltd is an Accounting company. Based in Hisar, India, their small team specializes in Accounting and Web Development. The firm was established in 2017.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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Blaze corp is an Accounting company. The Dubai, United Arab Emirates-based firm focuses on Accounting.
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$5,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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Next Assurance and Advisory is an Accounting company. The small Dubai, United Arab Emirates-based team offers Accounting and Finance & Accounting Outsourcing (FAO). The company was founded in 2025.
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UndisclosedUndisclosedFreelancerPuyallup, WA
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Sharp Margin is a Business Consulting company. The Puyallup, Washington-based team specializes in Business Consulting and Digital Strategy.
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Undisclosed$50 - $99 / hrFreelancerHouston, TX
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Located in Houston, Texas, TLO CONSULTING X The Gloss Margin is a data analytics company. The team offers BI & big data consulting & SI and Business Consulting.
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Undisclosed$50 - $99 / hr2 - 9Austin, TX
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Alexander & Associates is an Accounting company. They are headquartered in Austin, Texas and have small team of experts. Their services include Accounting.
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$5,000+$100 - $149 / hr10 - 49Fort Myers, FL
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Noack & Company is a Financial Consulting company. Headquartered in Fort Myers, Florida, the company was founded in 2007. Their team focuses on Financial Consulting and Accounting.
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Undisclosed$100 - $149 / hr10 - 49Triesen, Liechtenstein
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Ingenio AG is an ERP consulting and SI company established in 2019. The team offers ERP consulting and SI and BI & big data consulting & SI and is headquartered in Triesen, Liechtenstein.
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Undisclosed$25 - $49 / hr2 - 9Mangaluru, India
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Prabhu Mallya and Associates is an Accounting company based in Mangaluru, India. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49Lahore, Pakistan
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EBITDA SOLUTIONS LLP is an ERP consulting and SI company founded in 2025. The team focuses on ERP consulting and SI and Finance & Accounting Outsourcing (FAO) and is based in Lahore, Pakistan.
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Undisclosed< $25 / hrFreelancerCape Town, South Africa
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Syniq Solutions is a small Cape Town, South Africa-based software development company. The team provides Custom Software Development and Web Development.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Founded in 2025, Qaspro Global FZE is a small Dubai, United Arab Emirates-based Tax Law company. Their services include Tax Law and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Vela is a small New Delhi, India-based Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Business Consulting.
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$1,000+$50 - $99 / hr2 - 9
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Founded in 2024, Prospera Group USA LLC is an Accounting company. The agency provides Accounting and Tax Law, and is small.
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$1,000+$25 - $49 / hr2 - 9
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Vortexhagon is a small Accounting company headquartered in Brampton, Canada. The team provides Accounting and Advertising.
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$1,000+$50 - $99 / hrFreelancerBarcelona, Spain
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Financial Advising & Planning company Kea Advisory was established in 2025. The firm offers Financial Advising & Planning and Business Valuation Services.
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$1,000+< $25 / hr2 - 9
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GKCO Advisors Pvt Ltd is a Financial Advising & Planning company founded in 2021. The firm offers Financial Advising & Planning and Accounting.
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Undisclosed$25 - $49 / hr2 - 9
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Big data company ExcelExpertFreelancer is located in Jaipur, India. Established in 2026, the team specializes in BI & big data consulting & SI and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Accounting company MS Financial Services was established in 2024. The small team offers Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49
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Accounting company One Smart Biz was launched in 2023. The team offers Accounting and AI Agents and is located in Doha, Qatar.
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$1,000+$50 - $99 / hr10 - 49
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Established in 2022, SynergyStrat Consulting is a Financial Consulting company. The small team specializes in Financial Consulting and Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Ark Wealth Management, a Financial Advising & Planning company, is located in London, England. They focus on Financial Advising & Planning.
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$1,000+$200 - $300 / hr2 - 9
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Row Ventures, a Fractional CFO Services company, is headquartered in New York, New York. Founded in 2025, the team offers Fractional CFO Services and Financial Advising & Planning.
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Undisclosed< $25 / hr10 - 49
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Founded in 2024, Five Star Assistants, a small Advertising company, is based in Greensburg, Pennsylvania. Their team focuses on Advertising and Branding.
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$1,000+< $25 / hr2 - 9Lucknow, India
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NAVA-NETRA NEURAL SUDARSHAN LABS PRIVATE LIMITED, a Content Marketing company, was founded in 2025. The team provides Content Marketing and Digital Strategy.
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$250,000+$100 - $149 / hr10 - 49Mumbai, India
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CA Arihant lodha (SAKG & Associates) is an Accounting company. The Mumbai, India-based agency focuses on Accounting.
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$1,000+$50 - $99 / hr2 - 9Sheridan, WY
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SBK Global LLC, an Accounting company, focus on Accounting and Financial Consulting. They were launched in 2025.
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$1,000+$25 - $49 / hr10 - 49Freetown, Sierra Leone
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In Freetown, Sierra Leone, Gordon & Associates is an Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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Undisclosed$25 - $49 / hr2 - 9
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Tax Law company Aureus Advisory Partners offers Tax Law and Fractional CFO Services. They are in Helotes, Texas.
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$1,000+$100 - $149 / hr2 - 9
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Burdett Tax & Accounting, an Accounting company, was launched in 2023. The firm offers Accounting and Microservices Architecture Services, and is small.
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$25,000+$25 - $49 / hr2 - 9Heath, England
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Founded in 2020, Wingate Accountancy Ltd is an Accounting company. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9Bengaluru, India
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Thestratup is a small website development company located in Bengaluru, India. The team provides Web Development and Search Engine Optimization.
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$5,000+$25 - $49 / hrFreelancerNew Delhi, India
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ELEVATE BUSINESS SERVICES LLP is a Finance & Accounting Outsourcing (FAO) company launched in 2025. The company specializes in Finance & Accounting Outsourcing (FAO) and Accounting, and is small.
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$5,000+UndisclosedFreelancerLewisville, TX
Services provided
G-Financial Services is a small Lewisville, Texas-based Fractional CFO Services company. Their services include Fractional CFO Services and Financial Advising & Planning.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.6/40.017.8/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
33/40.017.8/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.017/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.