Top Financial Services Firms
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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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$1,000+$100 - $149 / hr2 - 9
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A2CONSULTANTS is an Accounting company. The team focuses on Accounting and Business Consulting, and the company is in Hyderabad, India.
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$10,000+$100 - $149 / hr10 - 49
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Launched in 2017, Brecken Business Solutions is an Accounting company. Headquartered in Sedalia, Colorado and Fort Myers, Florida, the team offers Accounting and Financial Advising & Planning.
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$1,000+$100 - $149 / hr50 - 249
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Established in 2000, JBA & Partners is a midsize doha, Qatar-based Market Research company. Their team focuses on Market Research and Business Consulting.
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Undisclosed$25 - $49 / hr2 - 9
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TLM ROYAL is a Finance & Accounting Outsourcing (FAO) company. Founded in 2018, the team focuses on Finance & Accounting Outsourcing (FAO) and Accounting. The agency is located in Quito, Ecuador.
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UndisclosedUndisclosedFreelancer
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Gusso Surety Bonds is an Insurance Services & Brokers company. In Sioux Falls, South Dakota, the firm specializes in Insurance Services & Brokers and Funding & Investment.
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UndisclosedUndisclosed10 - 49
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Estimate Experts is a Palm Beach Gardens, Florida-based Insurance Services & Brokers company. They offer Insurance Services & Brokers and Video Production and were established in 2017.
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$1,000+$25 - $49 / hr10 - 49
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Established in 2017, Impactful Commerce LLC is a Conversion Optimization company. The firm provides Conversion Optimization and Search Engine Optimization.
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$1,000+$50 - $99 / hr10 - 49Branchburg, NJ
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Alpha Accounting is a small Accounting company established in 2021. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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바른회계법인 is an Accounting company. Founded in 2012, the team specializes in Accounting. The firm is in Eight Mile Plains, Australia.
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$1,000+$25 - $49 / hr10 - 49
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Located in Diss, England and London, England, Ratiobox is a small Accounting company. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Naperville, IL
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Launched in 2020, NB Business Consulting Group is a social media marketing agency. The team provides Social Media Marketing and Search Engine Optimization and is based in Naperville, Illinois.
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UndisclosedUndisclosed10 - 49La Cañada Flintridge, CA
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Business taxes and More is an Accounting and Financial Consulting company launched in 2017. The team focuses on Accounting and Financial Consulting and is based in La Cañada Flintridge, California.
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$1,000+Undisclosed2 - 9Miami Lakes, FL
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Based in Miami Lakes, Florida, Iensure is an Insurance Services & Brokers company. They offer Insurance Services & Brokers.
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$1,000+Undisclosed2 - 9
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Arpe Corretora de Planos de Saúde is a small Advertising company based in Alto da Mooca, Brazil. The team provides Advertising and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Trelos Finance is a Financial Advising & Planning company. The Kingsgrove, Australia-based firm specializes in Financial Advising & Planning and Digital Asset Management.
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$10,000+$50 - $99 / hr10 - 49
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Moratorium Financial Services is a Commercial Financing company. They are in Ahmedabad, India, and their services include Commercial Financing and Financial Advising & Planning.
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$1,000+$50 - $99 / hr10 - 49
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SP-CORPORATE SZERMACH & PILCH is a Finance & Accounting Outsourcing (FAO) company located in Wrocław, Poland. The team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$1,000+$25 - $49 / hr250 - 999Mumbai, India
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Public relations agency ASBS & Co. Was launched in 2013. The company offers Public Relations and Web Development.
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UndisclosedUndisclosed10 - 49
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Headquartered in Tequesta, Florida, AllianceHR is an Accounting company. They provide Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9
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KPT Mortgage Advisors LLC, a Financial Advising & Planning company, is in Saint Paul, Minnesota. They offer Financial Advising & Planning and were founded in 2023.
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$5,000+< $25 / hr2 - 9
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Biz Advisory Board is a Marketing Strategy company. They provide Marketing Strategy and Other Marketing and were founded in 2015.
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$1,000+$25 - $49 / hr50 - 249Dover, DE
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Established in 2019, Vizva Consultancy Services is a software development firm. The firm focuses on Custom Software Development and Accounting, and is midsize.
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Undisclosed$50 - $99 / hr10 - 49
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Launched in 2025, A2N Advisory is a small Business Consulting company based in Gurugram, India. Their team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9
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Established in 2020, Collaborative CPA is a small Grande Prairie, Canada-based Accounting company. Their team focuses on Accounting and Finance Law.
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UndisclosedUndisclosed2 - 9
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SBX Accountants is a Slough, England-based Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were launched in 2024.
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$1,000+$25 - $49 / hr10 - 49
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Horizon Biz Consultancy, an Accounting company, was established in 2018. The agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Lyel Accountants Ltd is an Accounting company founded in 2018. The team focuses on Accounting.
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$1,000+< $25 / hr10 - 49New Delhi, India
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Finance & Accounting Outsourcing (FAO) company Chintamani Finlease Ltd. Focuses on Finance & Accounting Outsourcing (FAO) and Commercial Financing. They are based in New Delhi, India.
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UndisclosedUndisclosed10 - 49
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Custom software development company OP CBS - Software de Comercio Exterior was established in 1994. The agency specializes in Custom Software Development and Artificial Intelligence.
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$1,000+< $25 / hr2 - 9
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Luis Carmona Insurance Agency, a Commercial Financing company, is in Manassas, Virginia. Established in 2020, the team provides Commercial Financing and Financial Advising & Planning.
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$250,000+Undisclosed2 - 9
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Established in 2000, Equis Capital Finance is a Business Consulting company. The team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249
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London Bridge Performance Media is a San Diego, California-based Digital Strategy company. Their services include Digital Strategy and Social Media Marketing.
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$1,000+Undisclosed50 - 249Ventura, CA
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American Legacy Solutions is a Financial Advising & Planning company established in 2014. The firm offers Financial Advising & Planning and Insurance Services & Brokers, and is midsize.
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UndisclosedUndisclosed10 - 49Casselberry, FL
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Global Claims Services Inc is a Commercial Financing company. Established in 2000, the company specializes in Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Located in Dubai, United Arab Emirates, Elshoula is a Market Research company. They offer Market Research and Business Consulting and were founded in 2014.
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$1,000+$25 - $49 / hr2 - 9
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BIZ-ADVIZER is an Accounting company. The Kyiv, Ukraine-based team specializes in Accounting and Corporate Law.
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$1,000+$25 - $49 / hr10 - 49
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Stratedge TaxAcc is a small Accounting company established in 2024. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249
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BTW FINANCIAL SERVICES & IMF PVT. LTD, a midsize Insurance Services & Brokers company, is based in Mumbai, India. Their services include Insurance Services & Brokers and Financial Advising &
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UndisclosedUndisclosed10 - 49
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Accounting company Easeup was launched in 2017. The firm offers Accounting and Financial Consulting, and is small.
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Undisclosed$50 - $99 / hr50 - 249
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Recruitment Process Outsourcing company Qodoro focuses on Recruitment Process Outsourcing and Staffing. They were established in 2018.
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$1,000+< $25 / hr10 - 49Sydney, Australia
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Optimisers KPO is a Back Office Outsourcing and Accounting company launched in 2018. In Sydney, Australia, the team focuses on Back Office Outsourcing and Accounting.
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$5,000+< $25 / hr1,000 - 9,999Ahmedabad, India
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IMS Decimal, a Finance & Accounting Outsourcing (FAO) company, was founded in 2006. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49
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Ez Pte Ltd is a Financial Advising & Planning company established in 2004. The team provides Financial Advising & Planning and Commercial Financing.
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$5,000+Undisclosed10 - 49Dubai, United Arab Emirates
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Launched in 2013, Dahhan Business Services is a Business Consulting company. The team provides Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr2 - 9
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Established in 1986, Lockhart & Powell is an Accounting company. Headquartered in Colorado Springs, Colorado, the team focuses on Accounting.
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$1,000+< $25 / hr50 - 249
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Bluebird Partners is a midsize Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning and were founded in 2010.
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UndisclosedUndisclosed10 - 49
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Professional Taxes Inc, a Tax Law and Accounting company, was founded in 1998. The team provides Tax Law and Accounting.
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$1,000+$25 - $49 / hr50 - 249
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Bangladesh Consultant is a Dhaka, Bangladesh-based Financial Advising & Planning company. They provide Financial Advising & Planning and Financial Consulting.
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$1,000+$25 - $49 / hr50 - 249
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End2End Consultant is a midsize New York, New York-based answering service company. The team provides Call Center Services and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49
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BEANbite is a Back Office Outsourcing and Insurance Services & Brokers company in Folsom, California. Their services include Back Office Outsourcing and Insurance Services & Brokers.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$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 -
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+$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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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.