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 - 49
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Finance & Accounting Outsourcing (FAO) company Guerrero Advisors was established in 2017. The company focuses on Finance & Accounting Outsourcing (FAO) and Commercial Financing, and is small.
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UndisclosedUndisclosed10 - 49Bethesda, MD
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Accounting and Real Estate Law company Mullins, PC is based in Bethesda, Maryland. Their services include Accounting and Real Estate Law.
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$1,000+$25 - $49 / hr2 - 9Carlton, Australia
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Based in Carlton, Australia, PPC Urban is a small Commercial Brokerage Services company. The team specializes in Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Sofia, Bulgaria
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Switch2BG is an Accounting company. Their small team is in Sofia, Bulgaria. Their services include Accounting and Corporate Relocation.
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$10,000+$100 - $149 / hr2 - 9
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Finager Fintech is a small Financial Advising & Planning company. Launched in 2016, the team specializes in Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49Bedford Hills, NY
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AMU Consultant is a Business Consulting company launched in 2020. The firm focuses on Business Consulting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed10 - 49
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Marathon Financial Group is an Accounting company founded in 2016. Their services include Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr50 - 249Linton Hall, VA
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Books On Time is a Back Office Outsourcing company. Established in 2019, the team specializes in Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9
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ASPECTURE GLOBAL, a Marketing Strategy company, was established in 2024. They focuses on Marketing Strategy and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Ubuntu Freelancers is a small Back Office Outsourcing company located in Port Elizabeth, South Africa. The team provides Back Office Outsourcing and Transcription.
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$5,000+$150 - $199 / hr2 - 9
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Luft Advisory Services is an Accounting company based in Summerville, South Carolina. They specialize in Accounting and Fractional CFO Services.
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UndisclosedUndisclosed50 - 249New Delhi, India
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Headquartered in New Delhi, India, Taxtube Consulting is an Accounting company. They focus on Accounting and Financial Advising & Planning and were founded in 2011.
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UndisclosedUndisclosed2 - 9
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Baker Wealth Strategies is a Financial Advising & Planning company. They were established in 2017, and their services include Financial Advising & Planning and Business Consulting.
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$10,000+Undisclosed2 - 9
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Audit Advantage Group is an Accounting and Compliance Consulting company. They focus on Accounting and Compliance Consulting and were founded in 2023. The company is located in Ann Arbor, Michigan.
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UndisclosedUndisclosed10 - 49
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FinsQ is a Financial Consulting company launched in 2014. The firm provides Financial Consulting and Accounting.
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$5,000+$100 - $149 / hr10 - 49
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Founded in 2015, Insurancease is an Insurance Services & Brokers company. In Herndon, Virginia, the team offers Insurance Services & Brokers.
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$1,000+$100 - $149 / hr50 - 249
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Dawgen Global is an Accounting company. Launched in 2002, their team provides Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr2 - 9
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Corppluse Management Consultancy is a small Dubai, United Arab Emirates-based Accounting company. The team specializes in Accounting and Tax Law.
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$1,000+Undisclosed2 - 9Amman, Jordan
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Finance & Accounting Outsourcing (FAO) company MATALQA CPAs was established in 2024. Headquartered in Amman, Jordan, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49
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AND Business Consulting is an ERP consulting and SI company established in 2016. The small team provides ERP consulting and SI and Business Consulting.
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UndisclosedUndisclosed50 - 249
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MG Madrid & Company is a Business Consulting and Accounting company. They are based in Makati City, Philippines, and their services include Business Consulting and Accounting.
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Undisclosed$300+ / hr2 - 9
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AZE Accounting Pte Ltd, an Accounting company, was established in 2018. The team offers Accounting and Email Marketing.
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$100,000+$25 - $49 / hr10 - 49Fort Worth, TX
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CreditARMOR is an Accounting company. The Fort Worth, Texas-based agency was established in 1984. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed10 - 49
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ASF Accounting and Tax Services is a Business Consulting company based in Dubai, United Arab Emirates. They specialize in Business Consulting and Accounting.
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$1,000+$25 - $49 / hr50 - 249
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Trademark Prestige is a Market Research company. Located in Chicago, Illinois, their team focuses on Market Research and Marketing Strategy.
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UndisclosedUndisclosed2 - 9
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QboHelp Desk is a new york, California-based Accounting company. They offer Accounting.
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UndisclosedUndisclosed10 - 49
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ASE Bureau is an Accounting company. In Valle de Chalco Solidaridad, Mexico, the agency provides Accounting and Finance Law.
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$1,000+< $25 / hr2 - 9Ilford, England
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Commercial Financing company EVERY FINANCIAL SOLUTION is in Ilford, England. They specialize in Commercial Financing and Accounting.
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Undisclosed$150 - $199 / hr50 - 249Warszawa, Poland
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Kopeć & Zaborowski (KKZ) is an Accounting company based in Warszawa, Poland. Their services include Accounting and Corporate Law.
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$1,000+$100 - $149 / hr10 - 49Toronto, Canada
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Capidel Consulting, a Business Consulting company, was established in 2021. The small team provides Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Vacaville, CA
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Stars and Sand Financial is a Financial Advising & Planning company. They are based in Vacaville, California. Their team provides Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9Avon Lake, OH
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Small Insurance Services & Brokers company Barco Insurance Agency, is based in Avon Lake, Ohio. Their services include Insurance Services & Brokers.
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Undisclosed$200 - $300 / hr2 - 9
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Tax Law company Efficient Accounting & Tax Services LLC is based in Forest Hill, New York. Founded in 2022, the team focuses on Tax Law and Accounting.
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Undisclosed< $25 / hr2 - 9
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DXP Associates is a Finance & Accounting Outsourcing (FAO) company established in 2016. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Monrovia, CA
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Herbert Financial Group, a Business Consulting company, was launched in 2021. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Budget Accountants is a Finance & Accounting Outsourcing (FAO) and Accounting company. In Ashford, England, the company offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$100,000+$25 - $49 / hr10 - 49
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Finraja Consultancy is a Business Consulting company. The Nagpur, India-based company focuses on Business Consulting and Accounting.
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$1,000+< $25 / hr10 - 49
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CAAFT Consultancy Services is a Business Consulting company. Launched in 2024, the company is based in Chennai, India. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Established in 2020, Wealth Script Advisors LLC is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning.
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$10,000+Undisclosed50 - 249
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Whitehat Recoverie is an Accounting company launched in 2021. Their team specializes in Accounting and Financial Advising & Planning.
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$1,000+Undisclosed2 - 9
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Rediflex AB is a Product Design company established in 2015. The team specializes in Product Design and Business Consulting.
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Undisclosed$25 - $49 / hr2 - 9
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BookkeepingRE LLC is an Accounting company. They are headquartered in San Diego, California, and their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Based in Lisboa, Portugal, Digit is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hrFreelancerCasper, WY
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Atlas Financial Services LLC. Is a Commercial Financing company. The agency is headquartered in Casper, Wyoming. Their team offers Commercial Financing and Accounting.
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$10,000+Undisclosed2 - 9
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Addison ABC Limited is a Business Consulting company established in 2023. Their services include Business Consulting and Commercial Financing.
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$5,000+$200 - $300 / hr2 - 9Hagerstown, MD
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NTAPS INC is a Tax Law company. Established in 2021, the agency focuses on Tax Law and Accounting.
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$1,000+$25 - $49 / hr2 - 9Armthorpe, England
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Accupert Limited is an Accounting company. Founded in 2020, the team offers Accounting and Financial Advising & Planning. The firm is based in Armthorpe, England.
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$1,000+Undisclosed10 - 49Dubai, United Arab Emirates
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Carltrix is a small Accounting company headquartered in Dubai, United Arab Emirates. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Cary, NC
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Fitzcores is a small Funding & Investment and Financial Advising & Planning company. Established in 2000, the team provides Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerBaton Rouge, LA
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911 Bookkeeepers LLC, a Finance & Accounting Outsourcing (FAO) company, is located in Baton Rouge, Louisiana. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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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.