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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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Accounting and Financial Advising & Planning company Timber Accounting is headquartered in Dubai, United Arab Emirates. Their services include Accounting and Financial Advising & Planning.
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$100,000+$25 - $49 / hr10 - 49Olathe, KS
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Kansas Software Technology is a SEO agency. In Olathe, Kansas, their team focuses on Search Engine Optimization and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Claritel, an Accounting company, is in Dubai, United Arab Emirates. They provide Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr10 - 49
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Insurance Services & Brokers company Vprowidefinadvisory was established in 2025. The team provides Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9
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Accounting company Elite Accounting and Tax Services was founded in 2024. The small team provides Accounting.
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$10,000+$50 - $99 / hr250 - 999
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Based in Beaumont, Texas, Accredited Billing and Consulting is a Commercial Financing company. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49East Liverpool, OH
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MyFranchise Bookkeeper is a Finance & Accounting Outsourcing (FAO) company established in 2024. The small team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr10 - 49Richboro, PA
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OpenDesq is a Financial Advising & Planning company launched in 2022. Headquartered in Richboro, Pennsylvania, the team provides Financial Advising & Planning.
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Undisclosed$150 - $199 / hr10 - 49Monheim am Rhein, Germany
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Prinz.tax Steuerberatung GmbH, a small Tax Law company, is located in Monheim am Rhein, Germany. The team provides Tax Law and Accounting.
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$5,000+$300+ / hr10 - 49
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Castilho Collections is a Financial Advising & Planning company. Established in 2006, their team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Queens, NY
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Tax Accounting Direct, an Accounting company, offer Accounting. They were established in 2000.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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BFG Advisoy is an Accounting company. Based in Dubai, United Arab Emirates, the firm provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Mandeville, LA
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Finance & Accounting Outsourcing (FAO) company Proxy Financial is based in Mandeville, Louisiana. Their services include Finance & Accounting Outsourcing (FAO) and Fractional CFO Services.
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$5,000+Undisclosed250 - 999Khet Sathon, Thailand
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Tokyo Venture Capital is a Financial Consulting company based in Shinjuku City, Japan and Khet Sathon, Thailand. The team provides Financial Consulting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9
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Accounting and Financial Consulting company Alto Accounting was launched in 2024. The agency focuses on Accounting and Financial Consulting.
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Undisclosed< $25 / hr2 - 9
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In Ghaziabad, India, Unified Books is an Accounting and Finance & Accounting Outsourcing (FAO) company. Established in 2016, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Casablanca, Morocco
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BH ADVISER is a Business Valuation Services company. Their team is located in Casablanca, Morocco and offers Business Valuation Services and Corporate Law.
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$1,000+< $25 / hr10 - 49Albuquerque, NM
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Business Consulting company Business Registration USA LLC is based in Albuquerque, New Mexico. They provide Business Consulting and Tax Law and were established in 2021.
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$1,000+Undisclosed10 - 49
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Established in 2025, TaxBox is an Accounting company. The firm offers Accounting and Tax Law.
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$1,000+$100 - $149 / hr10 - 49Warszawa, Poland
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MV Company is an Accounting company. The agency is located in Warszawa, Poland. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$25 - $49 / hr10 - 49
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Oreius ERP is a CRM consulting and SI company in Abu Dhabi, United Arab Emirates. Their services include CRM consulting and SI and ERP consulting and SI.
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$1,000+< $25 / hr50 - 249
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Right on Time Billing is an Insurance Services & Brokers company. They offer Insurance Services & Brokers and Sales Outsourcing and are located in Houston, Texas.
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UndisclosedUndisclosed2 - 9
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Tax Law company Accounting function was established in 2025. The team specializes in Tax Law and Accounting.
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UndisclosedUndisclosed50 - 249
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Upwisery is a Financial Advising & Planning company founded in 2014. Headquartered in Hyderabad, India, the team specializes in Financial Advising & Planning and Funding & Investment.
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$1,000+$25 - $49 / hr2 - 9Chilliwack, Canada
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Easy Flow Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company launched in 2017. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9
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New York Business Advisory & Corporate Services Inc is a Business Consulting company. The New York, New York-based team offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49
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Accounting and Fractional CFO Services company Frak Finance was founded in 2003. The small team specializes in Accounting and Fractional CFO Services.
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$5,000+$200 - $300 / hr2 - 9Cremorne, Australia
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Summit Financial Planning is a small Financial Advising & Planning company based in Cremorne, Australia. The team provides Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Arlington, VA
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Susie Q Bookkeeping is an Accounting company. They are based in Arlington, Virginia and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hamburg, Germany
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Albia Capital is a Financial Advising & Planning company. The team offers Financial Advising & Planning and Business Consulting, and the firm is located in Hamburg, Germany.
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$10,000+$200 - $300 / hr2 - 9
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Established in 2023, A.J. Arenburg Financial is a Business Valuation Services company. The agency offers Business Valuation Services and Fractional CFO Services.
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UndisclosedUndisclosed2 - 9Coquitlam, Canada
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Established in 2021, Everything Accounted For - Bookkeeping Services is a small Coquitlam, Canada-based Accounting company. Their team specializes in Accounting.
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$10,000+$50 - $99 / hr2 - 9Dubai, United Arab Emirates
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StackFX ERP is a software development company founded in 2017. Their services include Custom Software Development and ERP consulting and SI.
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$1,000+$50 - $99 / hr10 - 49
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P. H. Mehendale & Co. Is an Accounting company. Established in 1976, the firm is headquartered in Pune, India. Their services include Accounting and Financial Advising & Planning.
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$5,000+$25 - $49 / hr10 - 49
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DNS CloudCo ltd. Is a small Accounting and Finance & Accounting Outsourcing (FAO) company launched in 2006. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9
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Acumen Accountants & Tax Advisers, an Accounting company, was established in 2010. The firm specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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William P Connor CPA LLC is an Accounting company based in Manchester, New Hampshire. Their services include Accounting.
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$1,000+$50 - $99 / hr2 - 9
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Genius Consulting is an Accounting company. They specialize in Accounting and Financial Consulting and are based in Beverly Hills, California.
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Undisclosed$25 - $49 / hr2 - 9Manchester, England
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RST Accountants Ltd is an Accounting company. They are located in Manchester, England and have small team. They offer Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9
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Clark Wealth Partners, a Financial Advising & Planning company, was established in 1991. They offers Financial Advising & Planning.
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$1,000+UndisclosedFreelancer
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Balmont Conseil, a Finance & Accounting Outsourcing (FAO) company, was established in 2013. The small team provides Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Arabian Wingz, a Financial Advising & Planning company, provides Financial Advising & Planning and Accounting. The company is headquartered in Dubai, United Arab Emirates.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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Accounting company Adzum Global is in Dubai, United Arab Emirates. Their services include Accounting and Financial Consulting.
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$1,000+$25 - $49 / hr2 - 9Delhi, India
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Launched in 2023, Taxced Unified LLP is a small Corporate Law company. Their services include Corporate Law and Accounting.
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$1,000+$25 - $49 / hr10 - 49
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Accountactical is an Insurance Services & Brokers company. Headquartered in London, England, the agency was launched in 2025. Their team offers Insurance Services & Brokers and Accounting.
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UndisclosedUndisclosed2 - 9
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Enso Accountants Limited, an Accounting company, is headquartered in Manchester, England. Launched in 2018, the team specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed50 - 249
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Alyah Audit is an Accounting company located in Dubai, United Arab Emirates. Founded in 1996, the team focuses on Accounting and Business Valuation Services.
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$1,000+< $25 / hr10 - 49Bogotá, Colombia
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SmartBpo SAS is a Market Research company. Their team is headquartered in Bogotá, Colombia and Medellín, Colombia. The company specializes in Market Research and AI Agents.
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UndisclosedUndisclosed2 - 9Washington, DC
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Located in Washington, District of Columbia, Capital Accounting Group is a small Accounting company. The team offers Accounting and Fractional CFO Services.
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$1,000+< $25 / hr50 - 249
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Headquartered in Bengaluru, India, CLAAT Corporate Advisors LLP is an Accounting company. Their services include Accounting and Fractional CFO Services.
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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.