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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UndisclosedUndisclosed10 - 49Sathamangalam, India
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Elysian communication Private Limited, a Digital Strategy company, was established in 1999. The firm offers Digital Strategy and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Marietta, GA
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Stroman Insurance Advisors, an Insurance Services & Brokers company, was founded in 2023. The small team provides Insurance Services & Brokers.
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$10,000+$100 - $149 / hr2 - 9Bridge, England
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User experience design company Shapes is located in Bridge, England. They provide UX/UI Design and Accounting.
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$10,000+$25 - $49 / hr10 - 49Montréal, Canada
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IN-NOVA, an IT managed services company, is headquartered in Montréal, Canada. They provide IT managed services and Recruiting and were founded in 2019.
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$1,000+$50 - $99 / hr2 - 9Windsor, Canada
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Trusted Tax Services, an Accounting company, was established in 2022. The small team provides Accounting and Tax Law.
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Undisclosed$150 - $199 / hr10 - 49Dubai, United Arab Emirates
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MHG Wealth Management, a small Financial Advising & Planning company, is in Dubai, United Arab Emirates. The team specializes in Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed250 - 999
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South bay book keeping services, a Direct Marketing company, was founded in 2024. The team offers Direct Marketing and Back Office Outsourcing.
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UndisclosedUndisclosedFreelancer
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Accounting company MVG Accounting Services Inc was launched in 2006. Headquartered in Eastvale, California, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249London, England
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Finance & Accounting Outsourcing (FAO) company SAS KPO Services is in London, England and Ahmedabad, India. Their services include Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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UndisclosedUndisclosed10 - 49Dallas, TX
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Founded in 2009, 3gistix, a small CRM consulting and SI company, is based in Dallas, Texas. Their team focuses on CRM consulting and SI and IT managed services.
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$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
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De tempête is a Business Consulting company launched in 2017. The firm focuses on Business Consulting and Accounting, and is small.
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Undisclosed$100 - $149 / hr2 - 9Freienbach, Switzerland
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Companion Consulting AG is a Commercial Financing company. Their team is based in Freienbach, Switzerland and focuses on Commercial Financing and Accounting.
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$1,000+Undisclosed10 - 49Phoenix, AZ
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In Phoenix, Arizona, Speaks Financial Group is an Accounting company. The team specializes in Accounting and IT managed services.
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$1,000+< $25 / hr10 - 49
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Launched in 2023, Fyhba Services Pvt Ltd, a small Business Consulting company, is in Pune, India. Their services include Business Consulting and Customer Service Outsourcing.
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Undisclosed$50 - $99 / hr10 - 49
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Kabbiz Global Nominees Limited is an Onitsha, Nigeria-based Compliance Consulting company. The team specializes in Compliance Consulting and Corporate Relocation.
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$250,000+$200 - $300 / hr2 - 9Panamá, Panama
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Founded in 2023, Proper Consulting Panama is a small Business Consulting company headquartered in Panamá, Panama. Their team provides Business Consulting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49
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YMQ Services Pvt Ltd is a Business Consulting company. Their small team is based in Delhi, India. Their services include Business Consulting and Back Office Outsourcing.
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$5,000+$150 - $199 / hr50 - 249
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HFH Accountants is a Commercial Financing company. The team specializes in Commercial Financing and Accounting and is based in Luton, England.
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$1,000+$50 - $99 / hr2 - 9Uniondale, NY
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Joy the Bookkeeper is an Accounting company. Launched in 2019, the agency is headquartered in Uniondale, New York. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Chișinău, Moldova
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Launched in 2008, FlagMAN-D, a small Business Consulting company, is in Chișinău, Moldova. Their services include Business Consulting and Accounting.
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$1,000+$300+ / hr2 - 9Hanover Park, IL
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Burke Financial Services is an Accounting company. The company is based in Hanover Park, Illinois and Bartlett, Illinois. Their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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Aims UAE Company Setup is a Marketing Strategy company based in Dubai, United Arab Emirates and Dubai, United Arab Emirates. They offer Marketing Strategy and Accounting.
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UndisclosedUndisclosed2 - 9
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Launched in 2005, Essential Advisory Services Pvt. Ltd. Is a Business Consulting company. The team focuses on Business Consulting and Accounting and is located in Mumbai, India.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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IRHA Businessmen Services is a Dubai, United Arab Emirates-based Business Consulting company. Their services include Business Consulting and Accounting.
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$50,000+$100 - $149 / hr250 - 999Sharjah, United Arab Emirates
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SLS Associates is a midsize Sharjah, United Arab Emirates-based Business Consulting company. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosedFreelancer
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Adam S. Kaplan is a Business Consulting company. They are based in and have small team of experts. Their services include Business Consulting and Accounting.
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$1,000+< $25 / hr250 - 999Mandaue, Philippines
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HomeSourced Inc is a Market Research company. They are in Mandaue, Philippines and have midsize team of experts. Their services include Market Research and Product Design.
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$1,000+$25 - $49 / hr2 - 9London, England
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Forex Bank Signals, a Financial Advising & Planning company, was launched in 2019. Based in London, England, the team focuses on Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Affordable Insurance Team is an Insurance Services & Brokers company founded in 2023. The small team provides Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Bangkok, Thailand
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Based in Bangkok, Thailand, Kreston Thailand is an Accounting company. Their services include Accounting and Tax Law.
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$5,000+$300+ / hr2 - 9
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In Aurora, Colorado, Shulman Wealth Solutions is a small Business Consulting and Financial Advising & Planning company. Their services include Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Accounting company Ledgr specializes in Accounting. They were founded in 2022.
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UndisclosedUndisclosed10 - 49Battle Creek, MI
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Insurance Services & Brokers company Smith Insurance Solutions offers Insurance Services & Brokers and Insurance Law. They are located in Battle Creek, Michigan and Battle Creek, Michigan.
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UndisclosedUndisclosed2 - 9
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Mortgage Broker, a Financial Advising & Planning company, offers Financial Advising & Planning. The company is based in Vancouver, Canada.
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UndisclosedUndisclosed10 - 49
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Finance & Accounting Outsourcing (FAO) company Cogent Professionals was launched in 2018. The firm offers Finance & Accounting Outsourcing (FAO) and Accounting, and is small.
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Undisclosed$50 - $99 / hr2 - 9Dubai, United Arab Emirates
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Founded in 2020, NBK Auditing of Accounts LLC is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sippy Downs, Australia
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VIM Cover is a small Insurance Services & Brokers company. They offer Insurance Services & Brokers and were founded in 2024.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Final Ratio Consulting LLC is an Accounting company. Located in Dubai, United Arab Emirates, the agency was founded in 2016. Their team focuses on Accounting and Business Consulting.
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$1,000+Undisclosed50 - 249Abu Dhabi, United Arab Emirates
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Redcliffe Partners is a Funding & Investment company. The Abu Dhabi, United Arab Emirates-based agency focuses on Funding & Investment and Commercial Financing.
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$1,000+$25 - $49 / hr2 - 9Edmonton, Canada
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Founded in 2021, YEG Tax Masters is a small Commercial Financing company. Their team offers Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Pune, India
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Microdata is a midsize web development firm. They focus on Web Development and Blockchain and were established in 2012.
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$5,000+$50 - $99 / hr10 - 49Rockledge, FL
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No Limit Public Adjusters is an Insurance Services & Brokers company. The small Rockledge, Florida-based team focuses on Insurance Services & Brokers. The company was launched in 2021.
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$5,000+Undisclosed50 - 249
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AFDAL SETUP is a Market Research company established in 2021. The midsize team provides Market Research and Business Consulting.
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UndisclosedUndisclosed10 - 49Bay Shore, NY
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ClickPrefer, an Insurance Services & Brokers company, is in Bay Shore, New York. They specialize in Insurance Services & Brokers and Branding and were launched in 2020.
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UndisclosedUndisclosed50 - 249Sacramento, CA
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Maksim Consultant Group is a Business Consulting company launched in 2000. The agency offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Abu Dhabi, United Arab Emirates
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Invent Next is a small Conversion Optimization company launched in 2004. Their team focuses on Conversion Optimization and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9
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WeLifeInsure is an Insurance Services & Brokers company. Established in 2023, the team provides Insurance Services & Brokers. The company is in Bentleigh East, Australia.
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UndisclosedUndisclosed2 - 9Penrith, Australia
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I-accountant is a Direct Marketing company. Located in Penrith, Australia, the team specializes in Direct Marketing and Logo.
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UndisclosedUndisclosed10 - 49Vaughan, Canada
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Cebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Myrtle Beach, SC
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Founded in 2015, Yvonne Salsbury - State Farm Insurance Agent is an Insurance Services & Brokers company. Their services include Insurance Services & Brokers and Commercial Financing.
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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.