Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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$1,000+$100 - $149 / hr2 - 9
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Flexi Partners is a Melbourne, Australia-based Market Research company. The team provides Market Research and Corporate Training & Coaching.
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$1,000+Undisclosed10 - 49
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Tally Accounting is an Accounting company launched in 2022. In , the team specializes in Accounting.
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$1,000+< $25 / hr10 - 49Faridabad, India
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SEPFUST SOLUTIONS PRIVATE LIMITED is an ERP consulting and SI company. Founded in 2023, their team focuses on ERP consulting and SI and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Ryde, Australia
Services provided
Taxara Accounting Service is an Accounting company. Founded in 2020, their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Stock Traders Edge is a Financial Advising & Planning and Insurance Services & Brokers company. They were founded in 2024 and focus on Financial Advising & Planning and Insurance Services & Brokers.
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$10,000+$200 - $300 / hr2 - 9Seattle, WA
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In Seattle, Washington, Orchestration is a Fractional CFO Services company. Established in 2022, the team offers Fractional CFO Services and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr50 - 249
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Launched in 2009, QB Desktop Support Number, a midsize Accounting company, is located in. Their team offers Accounting.
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Undisclosed< $25 / hr10 - 49
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Helprize, a small Financial Advising & Planning company, is based in. The team focuses on Financial Advising & Planning and Commercial Financing.
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Undisclosed$25 - $49 / hrFreelancer
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Brussels Consulting Services, a Business Consulting company, was launched in 2023. The small team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Schaerbeek, Belgium
Services provided
Small Accounting company A3RT Accounting, Audit and Tax Advisory, is in Schaerbeek, Belgium. The team offers Accounting.
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$1,000+$25 - $49 / hr2 - 9
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Gatestone group is a Commercial Financing company. In Dubai, United Arab Emirates, their small team specializes in Commercial Financing and Accounting. The company was established in 2023.
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UndisclosedUndisclosed2 - 9Abu Dhabi, United Arab Emirates
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Arabianzone is a Business Consulting company based in Abu Dhabi, United Arab Emirates. They offer Business Consulting and Accounting and were established in 2019.
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Undisclosed$50 - $99 / hr10 - 49
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Ealytics is a custom software development firm headquartered in New York City, New York. They specialize in Custom Software Development and Business Consulting and were launched in 2022.
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$1,000+$50 - $99 / hr2 - 9Green Lane, PA
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Fastlane Bookkeeping, an Accounting company, is located in Green Lane, Pennsylvania. Established in 2011, the team provides Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49Islamabad, Pakistan
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Small Business Consulting company OPTIMA Business Consulting, is based in Islamabad, Pakistan. Their services include Business Consulting and Accounting.
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$5,000+$100 - $149 / hr2 - 9Sofia, Bulgaria
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Dr. Strauss & Partners is a Business Consulting company. The Sofia, Bulgaria-based firm was launched in 2023. Their services include Business Consulting and Corporate Training & Coaching.
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$1,000+$100 - $149 / hr2 - 9Calgary, Canada
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ValueNode Accounting Professional Corporation is an Accounting company. The Calgary, Canada-based agency was established in 2024. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9
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Ledger 9 Solutions is a Tax Law company. Launched in 2017, the team provides Tax Law and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr2 - 9Jaipur, India
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AR Tax Consultancy is a Business Consulting and Accounting company established in 2020. Their services include Business Consulting and Accounting.
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Undisclosed< $25 / hr10 - 49
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Agarwal RK & Co is a small Kolkata, India-based Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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$1,000+$25 - $49 / hr50 - 249Wilmington, DE
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Diligence outsourcing is an Accounting and Financial Advising & Planning company launched in 2017. The team offers Accounting and Financial Advising & Planning and is based in Wilmington, Delaware.
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UndisclosedUndisclosed50 - 249
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Commercial Financing and Accounting company RAPTRUS GLOBAL LLP was launched in 2024. The company offers Commercial Financing and Accounting, and is midsize.
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UndisclosedUndisclosed10 - 49Hyderabad, India
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In Hyderabad, India, BrandLadder: Marketing, Design and Development is a Content Marketing company. They specialize in Content Marketing and Search Engine Optimization.
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$5,000+$25 - $49 / hr50 - 249Karachi, Pakistan
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Established in 2017, BADRI Solutions is a midsize IT staff augmentation company. Their team offers IT staff augmentation and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49
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Aventus Consultants is a Commercial Financing company. The small Dagenham, England-based team offers Commercial Financing and Accounting. The firm was established in 2014.
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$1,000+< $25 / hr10 - 49
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SUNPACT GLOBAL SERVICES LLP is a Commercial Financing and Accounting company founded in 2021. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Links Corporate Consultants is a Business Consulting and Financial Advising & Planning company established in 2003. The small team provides Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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Mokx Professional Services Ltd. Is a small Business Consulting company launched in 2017. Their services include Business Consulting and Accounting.
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$5,000+$50 - $99 / hr2 - 9Dubai, United Arab Emirates
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Market Research company Treeno is located in Dubai, United Arab Emirates. Their services include Market Research and Marketing Strategy.
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$5,000+$50 - $99 / hr10 - 49
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DiligenceSA is a small Pretoria, South Africa-based Finance & Accounting Outsourcing (FAO) company. The team provides Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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$1,000+$100 - $149 / hr10 - 49
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UNIVERSAL COMMUNICATIONS SRL is a Business Consulting company. They are based in București, Romania, and their services include Business Consulting and Accounting.
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$1,000+$100 - $149 / hr2 - 9
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Based in Sutton, London, England, Optimyze Finance Llp is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Houston, TX
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Fortitude Strategic Solutions, a Commercial Financing company, specializes in Commercial Financing and Financial Advising & Planning. The agency is based in Houston, Texas.
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UndisclosedUndisclosed10 - 49Chennai, India
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Infini Consultants Private Limited is a small Chennai, India-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Your Tax Spain - García Mateo Asesores is a Financial Advising & Planning company established in 2005. Their services include Financial Advising & Planning and Financial Consulting.
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Undisclosed$50 - $99 / hr10 - 49Panchkula, India
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Fintaco Consultants Private Limited is an Accounting company. The agency is based in Panchkula, India. Their team focuses on Accounting and Financial Advising & Planning.
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$1,000+Undisclosed2 - 9San Diego, CA
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Finance & Accounting Outsourcing (FAO) company CW Business Advisory Services was founded in 2018. The company provides Finance & Accounting Outsourcing (FAO) and Accounting, and is small.
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$1,000+< $25 / hr10 - 49Houston, TX
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MedeXOne LLC, a Back Office Outsourcing company, was established in 2023. The small team provides Back Office Outsourcing and Insurance Services & Brokers.
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$5,000+$25 - $49 / hr10 - 49
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Storwick Funding is a Commercial Financing company. Headquartered in London, Canada, their team specializes in Commercial Financing and Financial Advising & Planning.
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$100,000+Undisclosed10 - 49
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Located in Nairobi, Kenya and Arusha, Tanzania, Blue Capital is an Environmental Consulting company. Their services include Environmental Consulting and Funding & Investment.
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Undisclosed< $25 / hr2 - 9Makati, Philippines
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Back Office Outsourcing company Syracuse Virtual Assistance Services, Inc. Is based in Makati, Philippines. The team specializes in Back Office Outsourcing and Accounting.
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Undisclosed< $25 / hr10 - 49Yakkala, Sri Lanka
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WixCorporate is a Yakkala, Sri Lanka-based Accounting company. The team focuses on Accounting and Business Consulting.
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$1,000+$200 - $300 / hr2 - 9Land O' Lakes, FL
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Spartan Tax Group is a small Accounting company founded in 2024. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Estudio Contable Bertora Brown is an Accounting company established in 2021. The small team provides Accounting and Financial Advising & Planning.
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Undisclosed$100 - $149 / hr2 - 9Gurugram, India
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Based in Gurugram, India, The Financial Soul is a small Accounting company. The team specializes in Accounting and Fractional CFO Services.
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$1,000+< $25 / hr10 - 49Ahmedabad, India
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Accounting and Financial Advising & Planning company CountZee is based in Ahmedabad, India. Launched in 2019, the team focuses on Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9San Jose, CA
Services provided
TruePro Associates is an Accounting company. Launched in 2013, the team specializes in Accounting.
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$250,000+Undisclosed2 - 9San Francisco, CA
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Launched in 2019, UNCAGED CAPITAL LLC is a Financial Consulting company. The team provides Financial Consulting and Commercial Financing.
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UndisclosedUndisclosed50 - 249Teaneck, NJ
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In Teaneck, New Jersey, Trademark Lobby is a web design company. They specialize in Web Design and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Business Consulting company Deals Business Solutions was established in 2024. The firm focuses on Business Consulting and Commercial Financing, and is small.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% 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 -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
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+< $25 / hr250 - 999Pasig, Philippines
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 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 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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 -
$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 -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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.