Top Financial Services Firms
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Featured
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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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$1,000+$200 - $300 / hr2 - 9
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Nagel & Padilla is a small Accounting company. They specialize in Accounting and Tax Law and were launched in 2020.
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$1,000+< $25 / hr10 - 49Pune, India
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CASHNTECH PRIVATE LIMITED is a Commercial Financing and Financial Advising & Planning company based in Pune, India. They focus on Commercial Financing and Financial Advising & Planning.
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$25,000+$25 - $49 / hr10 - 49Bommasandra, India
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Data analytics company LogicBerg Technologies is headquartered in Bommasandra, India. They focus on BI & big data consulting & SI and Cybersecurity.
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$25,000+< $25 / hr10 - 49Kolkata, India
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S4 Consultants is a branding agency. The Kolkata, India-based firm was established in 2010. Their services include Branding and Architectural Design.
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UndisclosedUndisclosed50 - 249McKinney, TX
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Midsize Business Consulting company SPR Consultech, is located in McKinney, Texas and Sandton, South Africa. The team provides Business Consulting and IT strategy consulting.
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$1,000+$25 - $49 / hr10 - 49Lewes, DE
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Lazy Lync is a Finance & Accounting Outsourcing (FAO) company. The small Lewes, Delaware-based team specializes in Finance & Accounting Outsourcing (FAO) and Accounting. The firm was founded in
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$1,000+< $25 / hr10 - 49Atlanta, GA
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TitleTechs LLC is a Business Consulting company. The team provides Business Consulting and Back Office Outsourcing, and the agency is located in Atlanta, Georgia and Bengaluru, India.
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$10,000+$150 - $199 / hr50 - 249New Delhi, India
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YKG GLOBAL, a midsize Financial Consulting company, is in New Delhi, India. Their services include Financial Consulting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9
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In n/a, Massachusetts, Virtual Bookkeepers 365 is a small Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing.
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Undisclosed$25 - $49 / hr2 - 9
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Accounting company Accounting Crunchers was launched in 2018. The firm provides Accounting and Commercial Financing, and is small.
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$1,000+Undisclosed2 - 9Pasig, Philippines
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Talent Guys is a Back Office Outsourcing company. The Pasig, Philippines-based firm was established in 2024. Their services include Back Office Outsourcing and Accounting.
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Undisclosed$200 - $300 / hrFreelancer
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Crocco CPA is a small Finance & Accounting Outsourcing (FAO) company. Launched in 2023, the team provides Finance & Accounting Outsourcing (FAO) and Business Consulting.
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$5,000+$300+ / hr2 - 9
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Biz Launch Ai is a social media marketing agency. The team offers Social Media Marketing and Pay Per Click and is in.
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$5,000+< $25 / hrFreelancer
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Accounting company accbyte was established in 2019. The agency provides Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosedFreelancerWinnipeg, Canada
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Peridem is an Accounting company. The Winnipeg, Canada-based company was established in 2019. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49New York, NY
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IQTaxHub is an Accounting and Tax Law company. They offer Accounting and Tax Law and were founded in 2024.
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$1,000+$150 - $199 / hr50 - 249São Paulo, Brazil
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Taxbase, an Accounting company, is based in São Paulo, Brazil and Marília, Brazil. They offer Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Seattle, WA
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CentsIQ, a Business Valuation Services company, was established in 2024. The team specializes in Business Valuation Services and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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RegalfinX is a small Insurance Services & Brokers company launched in 2024. Their services include Insurance Services & Brokers.
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$5,000+< $25 / hr2 - 9Ahmedabad, India
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TAXOMONK is a web development company. Headquartered in Ahmedabad, India, the firm was launched in 2022. Their services include Web Development and Application Testing.
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UndisclosedUndisclosed2 - 9Owings Mills, MD
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Founded in 2018, CPA Cloud Keeper Inc., a small Accounting company, is based in Owings Mills, Maryland. Their team provides Accounting.
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$5,000+Undisclosed2 - 9Los Angeles, CA
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Onyx Business Management is an Accounting company. They offer Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2014.
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UndisclosedUndisclosed2 - 9Keilor East, Australia
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Trents Taxation Services is a Keilor East, Australia-based Funding & Investment company. Founded in 2020, the team offers Funding & Investment and Financial Consulting.
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$250,000+$300+ / hr50 - 249Oakville, Canada
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Everest Consulting Firm is an IT managed services company. Founded in 2015, the team offers IT managed services and Accounting.
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$1,000+Undisclosed10 - 49Gatineau, Canada
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SERELIS is a Financial Advising & Planning company. They are based in Gatineau, Canada and have small team. They provide Financial Advising & Planning and Financial Consulting.
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$1,000+< $25 / hr2 - 9Colombo, Sri Lanka
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Big data analytics company Avion Analytics is based in Colombo, Sri Lanka. They focus on BI & big data consulting & SI and Finance & Accounting Outsourcing (FAO).
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$10,000+$25 - $49 / hr10 - 49St. Catharines, Canada
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Granton Financial is a Funding & Investment company. Located in St. Catharines, Canada, the team specializes in Funding & Investment and Insurance Services & Brokers.
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$1,000+$25 - $49 / hr2 - 9Wadowice, Poland
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Accounting Office Wadowice - M. Książek, B. Grzyb s.c., an Accounting company, was launched in 1999. In Wadowice, Poland, the team offers Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr10 - 49Jeddah, Saudi Arabia
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Other IT consulting and SI company HIT Consultancy is based in Jeddah, Saudi Arabia. The team offers other IT consulting and SI and Business Consulting.
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$5,000+$50 - $99 / hr2 - 9Ahmedabad, India
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Amar Analytics LLP, a Back Office Outsourcing company, is based in Ahmedabad, India and Ahmedabad, India. Their services include Back Office Outsourcing and Accounting.
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$1,000+$25 - $49 / hr2 - 9Anaheim, CA
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HR Professional Tax Services Inc is an Accounting company founded in 2001. The company offers Accounting and Tax Law.
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$1,000+$100 - $149 / hr2 - 9
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LED NATION LLC is a Market Research company. In Sheridan, Wyoming, their small team specializes in Market Research and Content Marketing. The company was launched in 2022.
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Undisclosed$25 - $49 / hrFreelancer
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Sysnap Technologies is a Conversion Optimization company. In Noida, India, the company focuses on Conversion Optimization and Cybersecurity.
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$1,000+$50 - $99 / hr50 - 249Islamabad, Pakistan
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Innoval Technologies is an IT strategy consulting company. They are based in Islamabad, Pakistan and Houston, Texas. Their team offers IT strategy consulting and CRM consulting and SI.
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Undisclosed$50 - $99 / hr2 - 9Fort Myers, FL
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Launched in 2024, Tax Prep Fort Myers is an Accounting company. The small team provides Accounting.
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UndisclosedUndisclosed10 - 49
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Accounting company PSD Filing is headquartered in. Their services include Accounting and Intellectual Property Law.
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UndisclosedUndisclosed2 - 9Bromyard, England
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Wise Logistics Solutions is a big data company. The team provides BI & big data consulting & SI and Business Consulting and is located in Bromyard, England and Berlin, Germany.
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$1,000+Undisclosed2 - 9
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Financial Advising & Planning company Stacking Capital is in Raleigh, North Carolina. They focus on Financial Advising & Planning and were founded in 2021.
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$1,000+$25 - $49 / hr10 - 49New York, NY
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SiliconWhiz is an UX agency. Based in New York, New York, the agency provides UX/UI Design and Custom Software Development.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
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OakTree Accounting and Corporate Solutions Pte Ltd, a Finance & Accounting Outsourcing (FAO) company, focus on Finance & Accounting Outsourcing (FAO) and Accounting. They were launched in 2024.
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Undisclosed$200 - $300 / hrFreelancerFalls Church, VA
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Up One Rung is a Business Consulting company. They offer Business Consulting and Recruitment Process Outsourcing and were launched in 2024.
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$50,000+< $25 / hr2 - 9Orlando, FL
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Tax Prep Orlando, an Accounting company, was founded in 2024. The company provides Accounting and Financial Advising & Planning, and is small.
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$1,000+$150 - $199 / hr2 - 9Westerville, OH
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VBCG is a small IT strategy consulting company. Founded in 2023, the team provides IT strategy consulting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Amazing VA Partners is a Back Office Outsourcing company. The Leyte, Philippines-based firm was established in 2024. Their services include Back Office Outsourcing and Social Media Marketing.
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Undisclosed< $25 / hr10 - 49Talisay, Philippines
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Business Admin Pro is an Email Marketing company located in Talisay, Philippines. They offer Email Marketing and IT managed services and were established in 2023.
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Undisclosed$50 - $99 / hr2 - 9Poznań, Poland
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Besides Finance, an Accounting company, is headquartered in Poznań, Poland. Their services include Accounting and Fractional CFO Services.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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RFZ Accounting is an Accounting company in Dubai, United Arab Emirates. Launched in 2021, the team offers Accounting and Tax Law.
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$50,000+$300+ / hr50 - 249Charlotte, NC
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Located in Charlotte, North Carolina and Philadelphia, Pennsylvania, Mitch Coles Real Estate, Inc. Is a Business Consulting company. They offer Business Consulting and Commercial Brokerage Services.
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$5,000+$25 - $49 / hr10 - 49Bengaluru, India
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In Bengaluru, India, Cladus Consultech LLP is a small Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Dana Point, CA
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Established in 2023, United Tax Advisors is a small Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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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.