Top Stock Portfolio Management Services
230 Companies
List of the Top Stock Portfolio Management Companies
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UndisclosedUndisclosed10 - 49Denver, CO
Services provided
25% Financial Advising & Planning60% Accounting15% Finance & Accounting Outsourcing (FAO)Focus Areas
15% Stocks Portfolio Management15% Debt Consulting15% Mortgage & Loan Brokerage +415% Retirement Planning15% Securities Brokerage15% Wealth & Asset Management10% Actuarial ServicesMergix Financial LLC, an Accounting company, was founded in 2017. The company offers Accounting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed10 - 49Anand, India
Services provided
30% Financial Advising & Planning40% Commercial Financing30% Insurance Services & BrokersFocus Areas
15% Stocks Portfolio Management15% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Retirement Planning15% Wealth & Asset Management10% Securities BrokerageFounded in 1995, jk securities is a Commercial Financing company. Based in Anand, India and Anand, India, the team offers Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Birmingham, England
Services provided
25% Financial Advising & Planning25% Accounting25% Finance & Accounting Outsourcing (FAO) +125% Financial ConsultingFocus Areas
20% Stocks Portfolio Management35% Securities Brokerage10% Actuarial Services +410% Debt Consulting10% Retirement Planning10% Wealth & Asset Management5% Mortgage & Loan BrokerageCleartax Solutions Ltd. Is a Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2016.
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Undisclosed$25 - $49 / hr2 - 9دبي, United Arab Emirates
Services provided
25% Financial Advising & Planning50% Accounting25% Financial ConsultingFocus Areas
35% Stocks Portfolio Management35% Wealth & Asset Management30% Debt ConsultingFounded in 2021, Leaf Associates Accounting Services Est is an Accounting company. Headquartered in دبي, United Arab Emirates, the team specializes in Accounting and Financial Advising &
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$250,000+$300+ / hr2 - 9
Services provided
60% Financial Advising & Planning20% Financial Consulting20% Funding & InvestmentFocus Areas
10% Stocks Portfolio Management70% Wealth & Asset Management20% Retirement PlanningDawning Wealth is a small Financial Advising & Planning company established in 2013. Their services include Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49
Services provided
20% Financial Advising & Planning20% Accounting20% Commercial Financing +220% Financial Consulting20% Funding & InvestmentFocus Areas
20% Stocks Portfolio Management35% Mortgage & Loan Brokerage15% Retirement Planning +310% Actuarial Services10% Debt Consulting10% Wealth & Asset ManagementFAAT Plus is a Commercial Financing company founded in 2025. Based in Hyderabad, India, the team specializes in Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Amman, Jordan
Services provided
100% Financial Advising & PlanningFocus Areas
15% Stocks Portfolio Management15% Actuarial Services15% Mortgage & Loan Brokerage +415% Retirement Planning15% Securities Brokerage15% Wealth & Asset Management10% Debt ConsultingEstablished in 2022, Guard Financial Services LLC is a Financial Advising & Planning company. Their team offers Financial Advising & Planning.
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$1,000+Undisclosed2 - 9Baulkham Hills, Australia
Services provided
50% Financial Advising & Planning50% Insurance Services & BrokersFocus Areas
15% Stocks Portfolio Management35% Wealth & Asset Management30% Retirement Planning +210% Debt Consulting10% Mortgage & Loan BrokerageMilkshakes & Olives Advice, a Financial Advising & Planning and Insurance Services & Brokers company, offer Financial Advising & Planning and Insurance Services & Brokers. They were founded in 2024.
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UndisclosedUndisclosedFreelancerPune, India
Services provided
100% Financial Advising & PlanningFocus Areas
15% Stocks Portfolio Management15% Debt Consulting15% Mortgage & Loan Brokerage +415% Retirement Planning15% Securities Brokerage15% Wealth & Asset Management10% Actuarial ServicesPurnartha Investment Advisers Private Limited, a Financial Advising & Planning company, was launched in 2011. The agency focuses on Financial Advising & Planning.
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$25,000+$25 - $49 / hr10 - 49
Services provided
25% Financial Advising & Planning25% Commercial Property Management25% Insurance Law +125% Insurance Services & BrokersFocus Areas
15% Stocks Portfolio Management15% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Securities Brokerage15% Wealth & Asset Management10% Retirement PlanningVI Adjusters is a Commercial Property Management company. Their team is in Nassau, Bahamas and provides Commercial Property Management and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Sugar Land, TX
Services provided
25% Financial Advising & Planning50% Accounting25% Litigation Support ServicesFocus Areas
20% Stocks Portfolio Management20% Debt Consulting20% Mortgage & Loan Brokerage +220% Retirement Planning20% Wealth & Asset ManagementBailes, Bates & Associates is an Accounting company. Their small team is based in Sugar Land, Texas. Their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49
Services provided
25% Financial Advising & Planning25% Commercial Financing25% Financial Consulting +125% Funding & InvestmentFocus Areas
25% Stocks Portfolio Management50% Actuarial Services25% Securities BrokerageCommercial Financing company Monnet Capital BV specializes in Commercial Financing and Financial Advising & Planning. They were established in 2021.
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$5,000+$100 - $149 / hr10 - 49
Services provided
20% Financial Advising & Planning20% Accounting20% Back Office Outsourcing +220% Business Consulting20% Financial ConsultingFocus Areas
35% Stocks Portfolio Management55% Wealth & Asset Management10% Securities BrokerageReabus is a Business Consulting company. They were launched in 2020 and specialize in Business Consulting and Back Office Outsourcing.
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Undisclosed$25 - $49 / hr10 - 49
Services provided
15% Financial Advising & Planning70% Accounting15% Financial ConsultingFocus Areas
40% Stocks Portfolio Management30% Debt Consulting25% Actuarial Services +15% Securities BrokerageLekhasathy, an Accounting company, is headquartered in Kathmandu, Nepal. The team focuses on Accounting and Financial Consulting.
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$1,000+$50 - $99 / hr10 - 49Dublin, Ireland
Services provided
20% Financial Advising & Planning80% AccountingFocus Areas
15% Stocks Portfolio Management15% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Retirement Planning15% Wealth & Asset Management10% Securities BrokerageCronin and Company, an Accounting company, offer Accounting and Financial Advising & Planning. They were founded in 1978.
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$5,000+< $25 / hr2 - 9
Services provided
30% Financial Advising & Planning30% Accounting30% Finance & Accounting Outsourcing (FAO) +110% Financial ConsultingFocus Areas
33% Stocks Portfolio Management34% Wealth & Asset Management33% Debt ConsultingMapMyFinance is a small Finance & Accounting Outsourcing (FAO) company. Launched in 2024, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249London, England
Services provided
30% Financial Advising & Planning35% Accounting35% Tax LawFocus Areas
15% Stocks Portfolio Management15% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Retirement Planning15% Wealth & Asset Management10% Securities BrokerageLaunched in 2018, Sterling Wells Accountants is a midsize London, England-based Accounting company. Their team provides Accounting and Tax Law.
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UndisclosedUndisclosed10 - 49Berlin, Germany
Services provided
20% Financial Advising & Planning50% Accounting30% Finance & Accounting Outsourcing (FAO)Focus Areas
15% Stocks Portfolio Management15% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Retirement Planning15% Wealth & Asset Management10% Securities BrokerageQetax Corporation is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO), and the firm is in and Berlin, Germany.
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UndisclosedUndisclosed10 - 49
Services provided
25% Financial Advising & Planning50% HR Outsourcing25% AccountingFocus Areas
15% Stocks Portfolio Management15% Debt Consulting15% Mortgage & Loan Brokerage +415% Retirement Planning15% Securities Brokerage15% Wealth & Asset Management10% Actuarial ServicesEos Global Expansion is a HR Outsourcing company established in 2013. The team specializes in HR Outsourcing and Accounting.
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UndisclosedUndisclosedFreelancer
Services provided
100% Financial Advising & PlanningFocus Areas
15% Stocks Portfolio Management25% Debt Consulting15% Actuarial Services +415% Mortgage & Loan Brokerage10% Retirement Planning10% Securities Brokerage10% Wealth & Asset ManagementDebt Management Success, a Financial Advising & Planning company, offers Financial Advising & Planning. The company is located in Bacliff, Texas.
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$1,000+$25 - $49 / hr50 - 249
Services provided
10% Financial Advising & Planning10% Accounting10% Business Consulting +1610% Compliance Consulting10% Financial Consulting10% Fractional CFO Services7% Business Continuity Management5% Business Valuation Services5% Corporate Law5% Funding & Investment5% HR Outsourcing3% Video Production2% Graphic Design2% Marketing Strategy2% Social Media Marketing1% Advertising1% Branding1% Market Research1% Media Planning & BuyingFocus Areas
30% Stocks Portfolio Management30% Debt Consulting25% Wealth & Asset Management +115% Securities BrokerageHeadquartered in Bakı, Azerbaijan, BERC is a Business Consulting company. Their services include Business Consulting and Accounting.
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$1,000+$300+ / hr2 - 9Miami, FL
Services provided
25% Financial Advising & Planning25% Accounting25% Business Consulting +125% Insurance Services & BrokersFocus Areas
10% Stocks Portfolio Management20% Debt Consulting20% Mortgage & Loan Brokerage +420% Wealth & Asset Management10% Actuarial Services10% Retirement Planning10% Securities BrokerageBased in Miami, Florida, Advanced Tax Advisors is a small Business Consulting company. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
20% Financial Advising & Planning20% Accounting20% Finance & Accounting Outsourcing (FAO) +220% Finance Law20% Tax LawFocus Areas
15% Stocks Portfolio Management15% Debt Consulting15% Mortgage & Loan Brokerage +415% Retirement Planning15% Securities Brokerage15% Wealth & Asset Management10% Actuarial ServicesAdam Global Auditing & Accounting is a small Finance & Accounting Outsourcing (FAO) company launched in 2002. Their team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr10 - 49Ahmedabad, India
Services provided
20% Financial Advising & Planning30% Accounting30% Finance & Accounting Outsourcing (FAO) +120% Commercial FinancingFocus Areas
15% Stocks Portfolio Management15% Debt Consulting15% Mortgage & Loan Brokerage +415% Retirement Planning15% Securities Brokerage15% Wealth & Asset Management10% Actuarial ServicesEstablished in 2023, Vteam, a small Finance & Accounting Outsourcing (FAO) company, is in Ahmedabad, India. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$10,000+$50 - $99 / hr10 - 49
Services provided
25% Financial Advising & Planning25% Accounting25% Commercial Financing +125% Insurance Services & BrokersFocus Areas
15% Stocks Portfolio Management15% Debt Consulting15% Mortgage & Loan Brokerage +415% Retirement Planning15% Securities Brokerage15% Wealth & Asset Management10% Actuarial ServicesElevated Accounting is a Southbank, Australia-based Commercial Financing company. They focus on Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49
Services provided
15% Financial Advising & Planning85% AccountingFocus Areas
10% Stocks Portfolio Management15% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Retirement Planning15% Securities Brokerage15% Wealth & Asset ManagementAccNet Solutions is a London, England-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Sheridan, WY
Services provided
70% Financial Advising & Planning30% Financial ConsultingFocus Areas
10% Stocks Portfolio Management20% Securities Brokerage15% Actuarial Services +415% Debt Consulting15% Mortgage & Loan Brokerage15% Retirement Planning10% Wealth & Asset ManagementRedblack Officials is a Financial Advising & Planning company. In Sheridan, Wyoming, the firm was launched in 2022. Their services include Financial Advising & Planning and Financial Consulting.
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$1,000+$50 - $99 / hr10 - 49Nairobi, Kenya
Services provided
20% Financial Advising & Planning20% Accounting20% Branding +220% Digital Strategy20% ERP Consulting and SIFocus Areas
15% Stocks Portfolio Management15% Debt Consulting15% Mortgage & Loan Brokerage +415% Retirement Planning15% Securities Brokerage15% Wealth & Asset Management10% Actuarial ServicesIn Nairobi, Kenya, Avertis Solutions Ltd is a branding agency. They focus on Branding and Digital Strategy.
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UndisclosedUndisclosed10 - 49Brentwood, TN
Services provided
20% Financial Advising & Planning25% BI & Big Data Consulting & SI25% Business Consulting +220% HR Consulting10% ERP Consulting and SIFocus Areas
10% Stocks Portfolio Management15% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Retirement Planning15% Securities Brokerage15% Wealth & Asset ManagementSmall business intelligence company BluWave, is based in Brentwood, Tennessee. The team offers BI & big data consulting & SI and Business Consulting.
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UndisclosedUndisclosed10 - 49Zutphen, Netherlands
Services provided
25% Financial Advising & Planning25% Commercial Financing25% Financial Consulting +125% Funding & InvestmentFocus Areas
15% Stocks Portfolio Management15% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Retirement Planning15% Securities Brokerage10% Wealth & Asset ManagementAdvidens Netherlands, a small Commercial Financing company, is in Zutphen, Netherlands. The team specializes in Commercial Financing and Financial Advising & Planning.
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$10,000+$100 - $149 / hr50 - 249New York, NY
Services provided
20% Financial Advising & Planning20% Accounting20% Business Valuation Services +220% Finance Law20% Financial ConsultingFocus Areas
15% Stocks Portfolio Management15% Securities Brokerage14% Actuarial Services +414% Debt Consulting14% Mortgage & Loan Brokerage14% Retirement Planning14% Wealth & Asset ManagementOutsourced Accountants Oman is a New York, New York-based Accounting company. They specialize in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerGorzĂłw Wielkopolski, Poland
Services provided
50% Financial Advising & Planning40% Finance & Accounting Outsourcing (FAO)10% Finance LawFocus Areas
15% Stocks Portfolio Management15% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Retirement Planning15% Wealth & Asset Management10% Securities BrokerageDoradca Finansowy GorzĂłw Wielkopolski, a Financial Advising & Planning company, provide Financial Advising & Planning and Finance & Accounting Outsourcing (FAO). They were founded in 2013.
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UndisclosedUndisclosed10 - 49Perth, Australia
Services provided
20% Financial Advising & Planning20% Accounting20% Commercial Financing +220% Finance & Accounting Outsourcing (FAO)20% Insurance Services & BrokersFocus Areas
10% Stocks Portfolio Management20% Mortgage & Loan Brokerage15% Actuarial Services +415% Debt Consulting15% Securities Brokerage15% Wealth & Asset Management10% Retirement PlanningPalladium Financial Group is a Finance & Accounting Outsourcing (FAO) company. In Perth, Australia, the firm specializes in Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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Undisclosed< $25 / hr10 - 49Ahmedabad, India
Services provided
25% Financial Advising & Planning30% Commercial Financing25% Finance & Accounting Outsourcing (FAO) +120% AccountingFocus Areas
15% Stocks Portfolio Management15% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Retirement Planning15% Wealth & Asset Management10% Securities BrokerageSix Sense is a Commercial Financing company. The small Ahmedabad, India-based team provides Commercial Financing and Finance & Accounting Outsourcing (FAO). The firm was launched in 2015.
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UndisclosedUndisclosed50 - 249Houston, TX
Services provided
20% Financial Advising & Planning60% Funding & Investment20% Financial ConsultingFocus Areas
50% Stocks Portfolio Management50% Debt ConsultingCAZ Investments, a Funding & Investment company, is located in Houston, Texas. Their services include Funding & Investment and Financial Advising & Planning.
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$5,000+$100 - $149 / hr50 - 249
Services provided
10% Financial Advising & Planning50% Accounting20% Financial Consulting +210% Business Valuation Services10% Finance & Accounting Outsourcing (FAO)Focus Areas
15% Stocks Portfolio Management15% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Securities Brokerage15% Wealth & Asset Management10% Retirement PlanningSee all 1 projectsSNC Global provides a range of services including company formation, accounting, and bookkeeping, and is recognized for delivering customized, budget-friendly solutions. The feedback highlights their effective project management, timely communication, and impressive service delivery, making them highly recommendable.
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$1,000+$25 - $49 / hr50 - 249
Services provided
10% Financial Advising & Planning70% Accounting20% Finance & Accounting Outsourcing (FAO)Focus Areas
15% Stocks Portfolio Management15% Debt Consulting15% Mortgage & Loan Brokerage +415% Retirement Planning15% Securities Brokerage15% Wealth & Asset Management10% Actuarial ServicesAccounting company Key Carrier Accounting Service was founded in 2019. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO) and is headquartered in Sheridan, Wyoming.
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$1,000+$200 - $300 / hrFreelancerCalgary, Canada
Services provided
20% Financial Advising & Planning20% Accounting20% Finance & Accounting Outsourcing (FAO) +220% Financial Consulting20% Fractional CFO ServicesFocus Areas
30% Stocks Portfolio Management35% Actuarial Services35% Securities BrokerageShan Tariq, CPA is a Finance & Accounting Outsourcing (FAO) company based in Calgary, Canada. Established in 2024, the team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9
Services provided
20% Financial Advising & Planning20% Business Valuation Services20% Financial Consulting +220% Funding & Investment20% Insurance Services & BrokersFocus Areas
20% Stocks Portfolio Management30% Retirement Planning30% Securities Brokerage +120% Wealth & Asset ManagementIntermountain Wealth Management, a small Financial Advising & Planning company, is based in Idaho Falls, Idaho. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Hockley Heath, England
Services provided
20% Financial Advising & Planning80% AccountingFocus Areas
15% Stocks Portfolio Management15% Debt Consulting15% Mortgage & Loan Brokerage +415% Retirement Planning15% Securities Brokerage15% Wealth & Asset Management10% Actuarial ServicesStar Sterling Outsource is an Accounting company founded in 2015. The company focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
20% Financial Advising & Planning50% Accounting10% Business Valuation Services +210% Commercial Financing10% Finance & Accounting Outsourcing (FAO)Focus Areas
15% Stocks Portfolio Management20% Mortgage & Loan Brokerage20% Wealth & Asset Management +415% Debt Consulting10% Actuarial Services10% Retirement Planning10% Securities BrokerageLaunched in 2007, Reyson Badger is an Accounting company. The small team focuses on Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9
Services provided
15% Financial Advising & Planning25% Accounting25% Business Consulting +315% Market Research10% Direct Marketing10% Product MarketingFocus Areas
15% Stocks Portfolio Management15% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Securities Brokerage15% Wealth & Asset Management10% Retirement PlanningInfra Export Business Lead is a Business Consulting company. Launched in 2018, the firm specializes in Business Consulting and Accounting.
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$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Services provided
20% Financial Advising & Planning20% Accounting20% Business Consulting +220% Business Valuation Services20% Financial ConsultingFocus Areas
20% Stocks Portfolio Management20% Debt Consulting20% Mortgage & Loan Brokerage +220% Retirement Planning20% Wealth & Asset ManagementDe tempĂŞte is a Business Consulting company launched in 2017. The firm focuses on Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed10 - 49Delhi, India
Services provided
20% Financial Advising & Planning20% Accounting20% Business Consulting +220% Financial Consulting20% Fractional CFO ServicesFocus Areas
20% Stocks Portfolio Management20% Actuarial Services20% Mortgage & Loan Brokerage +220% Retirement Planning20% Wealth & Asset ManagementNGO Pilot is a Business Consulting company. Their small team is in Delhi, India and provides Business Consulting and Accounting. The company was established in 2013.
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UndisclosedUndisclosed10 - 49
Services provided
20% Financial Advising & Planning20% Business Valuation Services20% Financial Consulting +220% Funding & Investment20% Insurance Services & BrokersFocus Areas
20% Stocks Portfolio Management20% Debt Consulting20% Mortgage & Loan Brokerage +220% Retirement Planning20% Wealth & Asset ManagementEstablished in 2020, QX Financial is a small California, California-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services &
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$25,000+$100 - $149 / hr10 - 49Lagos, Nigeria
Services provided
15% Financial Advising & Planning50% Financial Consulting15% Digital Asset Management +210% Funding & Investment10% Insurance Services & BrokersFocus Areas
30% Stocks Portfolio Management30% Wealth & Asset Management10% Actuarial Services +310% Debt Consulting10% Mortgage & Loan Brokerage10% Securities BrokerageRolifx Trades is a Financial Consulting company headquartered in Lagos, Nigeria and Lagos, Nigeria. Their services include Financial Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Bengaluru, India
Services provided
20% Financial Advising & Planning20% Accounting20% Finance & Accounting Outsourcing (FAO) +220% Fractional CFO Services20% Tax LawFocus Areas
25% Stocks Portfolio Management50% Wealth & Asset Management25% Retirement PlanningS G M P & Associates is a small Finance & Accounting Outsourcing (FAO) company launched in 2015. Their team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr10 - 49T'bilisi, Georgia
Services provided
20% Financial Advising & Planning20% Accounting20% Commercial Financing +220% Finance & Accounting Outsourcing (FAO)20% Financial ConsultingFocus Areas
25% Stocks Portfolio Management25% Actuarial Services25% Mortgage & Loan Brokerage +125% Wealth & Asset ManagementPolaris Finance, a small Finance & Accounting Outsourcing (FAO) company, is headquartered in T'bilisi, Georgia. The team focuses on Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$25,000+$100 - $149 / hr10 - 49
Services provided
20% Financial Advising & Planning20% Commercial Financing20% Finance & Accounting Outsourcing (FAO) +220% Funding & Investment20% Insurance Services & BrokersFocus Areas
25% Stocks Portfolio Management25% Actuarial Services25% Retirement Planning +125% Securities BrokerageKingsley Capital is a small Finance & Accounting Outsourcing (FAO) company. They offer Finance & Accounting Outsourcing (FAO) and Commercial Financing and were launched in 2020.
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UndisclosedUndisclosed2 - 9Fort Collins, CO
Services provided
25% Financial Advising & Planning50% Accounting25% Business ConsultingFocus Areas
15% Stocks Portfolio Management15% Actuarial Services15% Debt Consulting +415% Mortgage & Loan Brokerage15% Retirement Planning15% Wealth & Asset Management10% Securities BrokerageAccounting company Steven J Wick & Associates PC was founded in 1999. The team specializes in Accounting and Business Consulting.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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List of the Top 7 Stock Portfolio Management Companies
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$75,000+$25 - $49 / hr50 - 249Wayland, MA
Ability to deliver
21.9/40.016.6/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning50% Stocks Portfolio Management50% Other -
Undisclosed< $25 / hr10 - 49Vadodara, India
Ability to deliver
23.2/40.016.2/20 Reviews3/10 Clients & Experience4/10 Market PresenceService focus
10% Financial Advising & Planning45% Stocks Portfolio Management90% Other -
UndisclosedUndisclosed250 - 999Dubai, United Arab Emirates
Ability to deliver
20.6/40.016.6/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% Financial Advising & Planning15% Stocks Portfolio Management90% Other -
$5,000+$300+ / hr10 - 49
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Advising & Planning15% Stocks Portfolio Management80% Other -
$1,000+$300+ / hr2 - 9Bangkok, Thailand
Ability to deliver
21.2/40.017.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% Financial Advising & Planning15% Stocks Portfolio Management75% Other -
$5,000+$50 - $99 / hr2 - 9
Ability to deliver
20.8/40.016.2/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Financial Advising & Planning20% Stocks Portfolio Management80% Other -
$1,000+$50 - $99 / hr2 - 9Barranquilla, Colombia
Ability to deliver
21.7/40.016.2/20 Reviews1.4/10 Clients & Experience4/10 Market PresenceService focus
10% Financial Advising & Planning15% Stocks Portfolio Management90% Other -
$1,000+Undisclosed50 - 249Mumbai, India
Ability to deliver
9.5/40.00/20 Reviews2.4/10 Clients & Experience7.1/10 Market PresenceService focus
50% Financial Advising & Planning30% Stocks Portfolio Management50% Other -
UndisclosedUndisclosed250 - 999Navi Mumbai, India
Ability to deliver
9.8/40.00/20 Reviews2.1/10 Clients & Experience7.7/10 Market PresenceService focus
100% Financial Advising & Planning15% Stocks Portfolio Management -
UndisclosedUndisclosed50 - 249Ludhiana, India
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning100% Stocks Portfolio Management50% Other -
$5,000+Undisclosed250 - 999Delhi, India
Ability to deliver
7/40.00/20 Reviews2.4/10 Clients & Experience4.6/10 Market PresenceService focus
40% Financial Advising & Planning15% Stocks Portfolio Management60% Other -
$1,000+$50 - $99 / hr50 - 249
Ability to deliver
7.8/40.00/20 Reviews1/10 Clients & Experience6.8/10 Market PresenceService focus
50% Financial Advising & Planning15% Stocks Portfolio Management50% Other -
$1,000+$25 - $49 / hr250 - 999
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
25% Financial Advising & Planning30% Stocks Portfolio Management75% Other -
UndisclosedUndisclosed10 - 49Madrid, Spain
Ability to deliver
6.4/40.00/20 Reviews0/10 Clients & Experience6.4/10 Market PresenceService focus
40% Financial Advising & Planning70% Stocks Portfolio Management60% Other -
UndisclosedUndisclosed10 - 49Pune, India
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Stocks Portfolio Management50% Other -
UndisclosedUndisclosed50 - 249
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
50% Financial Advising & Planning30% Stocks Portfolio Management50% Other -
UndisclosedUndisclosed50 - 249Los Angeles, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
35% Financial Advising & Planning40% Stocks Portfolio Management65% Other -
$1,000+Undisclosed10 - 49Old Sarum, England
Ability to deliver
8.2/40.00/20 Reviews2.1/10 Clients & Experience6.1/10 Market PresenceService focus
100% Financial Advising & Planning15% Stocks Portfolio Management -
UndisclosedUndisclosed10 - 49San Antonio, TX
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Financial Advising & Planning35% Stocks Portfolio Management50% Other -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
50% Financial Advising & Planning15% Stocks Portfolio Management50% Other -
UndisclosedUndisclosed250 - 999New Delhi, India
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
30% Financial Advising & Planning15% Stocks Portfolio Management70% Other -
$10,000+$100 - $149 / hr50 - 249
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Advising & Planning50% Stocks Portfolio Management80% Other
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