Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$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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UndisclosedUndisclosed50 - 249
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Established in 2002, Will and Estate Planning is a Real Estate Law company. The team provides Real Estate Law and Family Law and is in Biggleswade, England.
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$1,000+< $25 / hr2 - 9White Plains, NY
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Bota Group is an answering service company. Their small team of employees is located in White Plains, New York. Their team focuses on Call Center Services and Customer Service Outsourcing.
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$1,000+$25 - $49 / hr10 - 49
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Munshi World wide is a Jalandhar, India-based Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$1,000+< $25 / hr10 - 49
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Accounting company Western Globe Accountancy was established in 2020. The agency provides Accounting and Business Consulting.
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Undisclosed$25 - $49 / hr10 - 49Lisboa, Portugal
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LTA is an Accounting company. The Lisboa, Portugal-based agency was established in 2023. Their team specializes in Accounting and Corporate Law.
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UndisclosedUndisclosed2 - 9
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Founded in 2015, Kurz Wealth is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Family Law.
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$5,000+$25 - $49 / hr10 - 49
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Launched in 2021, Storbell Funding is a small Financial Advising & Planning and Funding & Investment company. Their services include Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Leeds, England
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Elland Accountancy LTD is an Accounting company located in Leeds, England. They offer Accounting and Financial Advising & Planning and were established in 1992.
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$1,000+< $25 / hr10 - 49Evesham, NJ
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Ktr International LLC is an Evesham, New Jersey-based Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Financial Consulting.
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Undisclosed$25 - $49 / hr2 - 9Ennis, MT
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Able Business is a Back Office Outsourcing company based in Ennis, Montana. The team offers Back Office Outsourcing and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Aurora, CO
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First Choice Insurance - Premier Group Insurance, an Accounting company, provide Accounting and Insurance Services & Brokers. They were founded in 2015.
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UndisclosedUndisclosed2 - 9
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Launched in 1989, Cortinas Commercial Real Estate is a Commercial Brokerage Services company. The team provides Commercial Brokerage Services and Financial Advising & Planning.
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$1,000+$25 - $49 / hr50 - 249Kurunegala, Sri Lanka
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Founded in 2021, Accounting Buddy Holdings (Pvt) Ltd is a midsize Accounting company. Their team focuses on Accounting and Financial Advising & Planning.
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$1,000+$100 - $149 / hr2 - 9
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Accounti is an Accounting and Financial Consulting company. They were launched in 2024, and their services include Accounting and Financial Consulting.
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$1,000+Undisclosed2 - 9St. Augustine, FL
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Till CFO is a small St. Augustine, Florida-based Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$100 - $149 / hr2 - 9Louisville, KY
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Gorman Hardin CPA & Consulting is an Accounting company in Louisville, Kentucky. They provide Accounting and Business Consulting and were founded in 2023.
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UndisclosedUndisclosed2 - 9
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Launched in 2024, Stone Vista Group is an Accounting company. Their services include Accounting.
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Undisclosed< $25 / hr2 - 9Edison, NJ
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Advicekey Professional Services is a Back Office Outsourcing company. The Aurangabad, India-based company provides Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Commercial Financing company Assetica was founded in 1994. The small team provides Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49
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Le Vamos, a Business Consulting company, was launched in 2001. They provides Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49San Juan, Puerto Rico
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Financial Advising & Planning company PSR Assurance was established in 2015. The small team focuses on Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Sahibzada Ajit Singh Nagar, India
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Book Reconciliation is a Market Research company. The Sahibzada Ajit Singh Nagar, India-based company was established in 2023. Their team specializes in Market Research and Web Development.
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$1,000+$25 - $49 / hr10 - 49Romford, England
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GuardianFinn Limited Chartered Accountants is a Fractional CFO Services company. Their small team is based in Romford, England. Their services include Fractional CFO Services and Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Infibiz is a Business Consulting company. Headquartered in Dubai, United Arab Emirates, the team provides Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr2 - 9Saskatoon, Canada
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Biz Vital Signs is a Business Consulting company established in 2020. Their team provides Business Consulting and Financial Consulting.
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UndisclosedUndisclosed2 - 9
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Financial Advising & Planning company Trikaya Capital was founded in 2023. The company specializes in Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosedFreelancerWestwood, MO
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Congruence Capital is a Westwood, Missouri-based Funding & Investment company. They offer Funding & Investment and Financial Advising & Planning and were launched in 2024.
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UndisclosedUndisclosed2 - 9Houston, TX
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9FIFTEEN Accountants, an Accounting and Financial Advising & Planning company, was launched in 2020. They specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Ahmedabad, India
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Murli Chandak & Associates is a Business Consulting company. Founded in 2017, the team provides Business Consulting and Accounting.
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$50,000+$300+ / hr2 - 9
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Gunter Wealth is a Financial Advising & Planning company. In London, England, the firm was launched in 2023. Their team focuses on Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Greenbelt, MD
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Service Professionals BPO is an Accounting company. Based in Greenbelt, Maryland, their small team specializes in Accounting and Business Consulting. The company was established in 2024.
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$1,000+$50 - $99 / hr2 - 9
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Launched in 2024, CrestVal Consulting Services is a small Market Research company. Their team provides Market Research and Business Valuation Services.
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$1,000+< $25 / hr50 - 249Thika, Kenya
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Web design agency Zypria is based in Thika, Kenya. They offer Web Design and Web Development and were launched in 2022.
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$100,000+$300+ / hr10 - 49
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Varma Advisors is a Financial Advising & Planning company launched in 2022. Their team focuses on Financial Advising & Planning and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9
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Founded in 2023, Mail Captains is a CRM consulting and SI company. Their services include CRM consulting and SI and E-Commerce Development.
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$1,000+Undisclosed2 - 9Hauppauge, NY
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United Tax Group is a small Hauppauge, New York-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Founded in 2024, ConfideLeap is a Business Consulting company. The firm offers Business Consulting and Finance & Accounting Outsourcing (FAO), and is small.
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Undisclosed$50 - $99 / hr2 - 9Murfreesboro, TN
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Data Wise Administration is a Business Consulting company. The team offers Business Consulting and Marketing Strategy, and the company is in Murfreesboro, Tennessee.
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UndisclosedUndisclosedFreelancer
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Infinity Insurance Solutions Pty Ltd, an Insurance Services & Brokers company, was established in 2001. They offers Insurance Services & Brokers.
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$1,000+$25 - $49 / hr10 - 49
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SK Financial Services is an Accounting company launched in 2017. The agency focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$25,000+$25 - $49 / hr10 - 49Vaughan, Canada
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Insurance Services & Brokers company Best Insurance Solutions is based in Vaughan, Canada. They offer Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9
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Launched in 2023, Siraj Business Services is a small Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Commercial Property Management.
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$1,000+< $25 / hr50 - 249Milton, GA
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Berkeley Access, a Business Consulting company, was launched in 1995. The team provides Business Consulting and Financial Advising & Planning.
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Undisclosed< $25 / hr2 - 9
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Sannat Mahajan & Company is an Accounting company. They are in Amritsar, India, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Taxstra PLLC is an Accounting company. Located in Springfield, Illinois and Chatham, Illinois, their team focuses on Accounting.
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$5,000+$50 - $99 / hr10 - 49
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Located in Dhaka, Bangladesh, Habib Sarwar Bhuiyan & Co. Chartered Accountants is a Market Research company. The team specializes in Market Research and Business Consulting.
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$1,000+$25 - $49 / hr50 - 249Naples, FL
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Southdesk is a branding company. In Naples, Florida and Medellín, Colombia, the team provides Branding and Conversion Optimization.
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$25,000+$25 - $49 / hr50 - 249Hyderabad, India
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Business Consulting company Kuchimanchi & Gautham Data Management Services was launched in 2019. The firm specializes in Business Consulting and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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IBASE BUSINESS CENTER is a Business Consulting company launched in 2023. Their team focuses on Business Consulting and Accounting.
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Undisclosed< $25 / hr10 - 49
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DigiNumeric, an Accounting company, is in Ahmedabad, India. Their services include Accounting and Tax Law.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
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
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 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 -
$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 / hr250 - 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+< $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+$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
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 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
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% 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+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 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 -
$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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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.