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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Undisclosed$25 - $49 / hr2 - 9
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Anovasolution Services is a Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting and is located in and Bahawalpur, Pakistan.
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$1,000+< $25 / hr10 - 49Richmond, TX
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Criterion Business Services is a small Commercial Financing company. Established in 2020, the team offers Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49دبي, United Arab Emirates
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AMA Audit and Accounting is an Accounting company. In دبي, United Arab Emirates, the firm was launched in 2016. Their team specializes in Accounting and Business Valuation Services.
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$1,000+$100 - $149 / hr50 - 249West Chicago, IL
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Taxnality is an Accounting company. The West Chicago, Illinois-based agency offers Accounting and Tax Law.
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Undisclosed$50 - $99 / hrFreelancerLakewood, OH
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HJ Web Solutions, a SEO services firm, is in Lakewood, Ohio. They focus on Search Engine Optimization and CRM consulting and SI and were founded in 2024.
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$1,000+< $25 / hr2 - 9Mississauga, Canada
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Lion Shield Financial, an Insurance Services & Brokers company, was established in 2024. The team specializes in Insurance Services & Brokers and Financial Advising & Planning.
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Undisclosed$25 - $49 / hr10 - 49Taboao da Serra, Brazil
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Contabilizza KT Prime is an Accounting company. They were established in 2015 and focus on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Gerrick Williams: Allstate Insurance is a Huntersville, North Carolina-based Insurance Services & Brokers and Insurance Law company. They offer Insurance Services & Brokers and Insurance Law.
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$5,000+$100 - $149 / hrFreelancerEdmonton, Canada
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Business Consulting company Sheena Consutling Inc was launched in 2021. The small team focuses on Business Consulting and Back Office Outsourcing.
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$1,000+< $25 / hr10 - 49
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Small Business Consulting company MEDCURE LLC, is based in Kalispell, Montana. The team focuses on Business Consulting and Back Office Outsourcing.
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$10,000+$25 - $49 / hr10 - 49McCook, NE
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Top Fico is a small Financial Advising & Planning and Financial Consulting company. Established in 1999, the team focuses on Financial Advising & Planning and Financial Consulting.
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$1,000+< $25 / hr10 - 49
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Finance & Accounting Outsourcing (FAO) company Bookcrunch Services (OPC) Private Limited was launched in 2021. The small team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Bauru, Brazil
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Contabilidade Bauru is a Finance & Accounting Outsourcing (FAO) company located in Bauru, Brazil. Their services include Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$1,000+< $25 / hr10 - 49
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X Innovation Code Stack is a Market Research company. Based in Indore, India, the firm was launched in 2024. Their services include Market Research and Business Consulting.
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$1,000+< $25 / hr2 - 9Dehiwala-Mount Lavinia, Sri Lanka
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Located in Dehiwala-Mount Lavinia, Sri Lanka, Compact Books (Pvt) Ltd is an Accounting company. They provide Accounting and Recruiting.
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UndisclosedUndisclosed50 - 249Southlake, TX
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Barr Advanced Tax Solutions, an Accounting company, is in Southlake, Texas. Their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Ultimo, Australia
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BlueCrest Accounting Solutions is a Finance & Accounting Outsourcing (FAO) and Accounting company. In Ultimo, Australia, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Pune, India
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KYM & Associates is a Business Consulting company. They provide Business Consulting and Accounting and are in Pune, India.
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Undisclosed< $25 / hr10 - 49Tirunelveli, India
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Located in Tuticorin, India and Tirunelveli, India, Livida Accounting Services Pvt Ltd. Is an Accounting company. They provide Accounting and Financial Consulting.
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Undisclosed$50 - $99 / hr2 - 9
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Stravys Consulting Services LLC is a branding company. Their small team is based in Coral Springs, Florida. Their services include Branding and Web Design.
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$1,000+< $25 / hr50 - 249Katugastota, Sri Lanka
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Global Contriver is a Business Consulting company established in 2012. The midsize team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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$250,000+$300+ / hr2 - 9Ottawa, Canada
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Launched in 2023, Irimia Partners is a small Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Funding & Investment.
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Undisclosed$100 - $149 / hrFreelancer
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Accrually is an Accounting company founded in 2024. The team focuses on Accounting and Financial Advising & Planning and is headquartered in Chehalis, Washington.
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$1,000+$25 - $49 / hr250 - 999Pune, India
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Company Setup Emirates, an IT strategy consulting company, was launched in 2018. Headquartered in Pune, India, the team provides IT strategy consulting and Business Consulting.
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$5,000+$25 - $49 / hr250 - 999Clearwater, FL
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Affordable Burial Insurance is an Insurance Services & Brokers company. They focus on Insurance Services & Brokers and Insurance Law and are headquartered in Clearwater, Florida.
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$1,000+$50 - $99 / hr2 - 9Myrtle Beach, SC
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Coastal Trust Business Advisors is a Finance & Accounting Outsourcing (FAO) and Accounting company. Launched in 2023, the company specializes in Finance & Accounting Outsourcing (FAO) and
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Undisclosed< $25 / hr2 - 9Ahmedabad, India
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Corecents Consulting is a Commercial Financing company. They are based in Ahmedabad, India. Their team provides Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9
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Sync-Up Bookkeping is an Accounting company. The agency is headquartered in Sioux Falls, South Dakota. Their team offers Accounting.
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$25,000+$25 - $49 / hr10 - 49Leominster, MA
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Staffing company Brennan Staffing Group Inc. Was established in 2021. The team focuses on Staffing and Recruiting.
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Undisclosed$25 - $49 / hr2 - 9Oakville, Canada
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NY Parley is a branding agency. Their small team of employees is based in Oakville, Canada. Their team offers Branding and Web Design.
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UndisclosedUndisclosed2 - 9
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Based in Katy, Texas, Beri CPA Tax and Consulting Services is a Business Consulting company. Their services include Business Consulting and Back Office Outsourcing.
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Undisclosed$25 - $49 / hr2 - 9Lisboa, Portugal
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FinOut Services is a Finance & Accounting Outsourcing (FAO) company established in 2024. Their services include Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing.
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$5,000+$50 - $99 / hr50 - 249
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Zaebek is a midsize Accounting company in. The team offers Accounting and Business Valuation Services.
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$1,000+$50 - $99 / hrFreelancerKaunas, Lithuania
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UAB Mediala is an Accounting company. Located in Kaunas, Lithuania, the firm was founded in 2021. Their services include Accounting and Business Valuation Services.
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$1,000+< $25 / hr10 - 49Skopje, North Macedonia
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Established in 2024, Advance Edge Consulting is a small public relations agency headquartered in and Skopje, North Macedonia. Their team focuses on Public Relations and Conversion Optimization.
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Undisclosed$50 - $99 / hr2 - 9
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Blackfin bookkeeping is an Accounting company headquartered in Bozeman, Montana. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Nashik, India
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BATTU Investments, an Insurance Services & Brokers company, is headquartered in Nashik, India. They focus on Insurance Services & Brokers and were launched in 2000.
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Undisclosed$100 - $149 / hr10 - 49Dubai, United Arab Emirates
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Ko Accounting And Bookkeeping LLC is an Accounting company. They were founded in 2023 and specialize in Accounting and Financial Consulting.
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$1,000+< $25 / hr2 - 9Narayanganj, Bangladesh
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ZTecKnowledge is a Narayanganj, Bangladesh-based social media marketing firm. They focus on Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Sunshine, Australia
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Established in 2024, Oz Taxation is a Market Research company. The team focuses on Market Research and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9
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Based in Toronto, Canada, Topspin Finance Inc is an Accounting and Fractional CFO Services company. Their services include Accounting and Fractional CFO Services.
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$1,000+$50 - $99 / hr2 - 9
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Praetor Solutions LLC, an Accounting company, is located in Colorado Springs, Colorado. They offer Accounting and Back Office Outsourcing and were launched in 2023.
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Undisclosed$100 - $149 / hr2 - 9
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Arc and Ledger Accounting is an Accounting company. They offer Accounting and were launched in 2025.
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$250,000+$300+ / hr2 - 9
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Marketing Strategy company Aaltura was established in 2024. The firm focuses on Marketing Strategy and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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VtouServices is a Dubai, United Arab Emirates-based web development firm. Their services include Web Development and Commercial Financing.
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$1,000+< $25 / hr2 - 9
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Immaculate Analytics Pvt Ltd is an Accounting company. The team focuses on Accounting, and the company is located in New York, New York.
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Undisclosed$25 - $49 / hrFreelancer
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Peak Profits CPA, a small Accounting company, is in Nashville, Tennessee. Their services include Accounting.
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$25,000+$100 - $149 / hr10 - 49
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Kingsley 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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$5,000+$100 - $149 / hr50 - 249
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Growise is an Accounting company. The company is in Lahore, Pakistan. Their team offers Accounting and Finance Law.
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Undisclosed$25 - $49 / hr2 - 9
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Plymouth Wright is an Accounting company. They are based in Austin, Texas. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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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.