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+$25 - $49 / hr10 - 49
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Falcon Management Consultants is a Financial Advising & Planning company. The team offers Financial Advising & Planning and Accounting, and the firm is located in Sharjah, United Arab Emirates.
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UndisclosedUndisclosed2 - 9Sharjah, United Arab Emirates
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Established in 2024, Resolve Mediation Services is a Financial Advising & Planning company. The small team specializes in Financial Advising & Planning.
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$1,000+< $25 / hr250 - 999
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Headquartered in Pune, India, Addnectarhealthcare is a Back Office Outsourcing and Accounting company. They focus on Back Office Outsourcing and Accounting.
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Undisclosed$25 - $49 / hrFreelancernetrakona, Bangladesh
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Abu usof is a SEO services firm launched in 2019. The company provides Search Engine Optimization and E-Commerce Development, and is small.
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
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Pacific Direct Mortgage is a Santa Rosa, California-based Financial Advising & Planning and Funding & Investment company. They specialize in Financial Advising & Planning and Funding & Investment.
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$75,000+Undisclosed2 - 9Santa Fe, NM
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LLC Negocio Legal is a Tax Law company. They specialize in Tax Law and Accounting and are based in Santa Fe, New Mexico.
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$1,000+$25 - $49 / hr10 - 49
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Miltafs is a small Accounting and Tax Law company established in 2021. Their services include Accounting and Tax Law.
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Undisclosed< $25 / hr10 - 49
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Founded in 2024, OQP Virtual Solutions is an answering service. Based in , the team offers Call Center Services and Back Office Outsourcing.
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$1,000+< $25 / hr10 - 49Karachi, Pakistan
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Established in 2009, Credit Market Solutions Pvt Ltd. Is a branding company. Headquartered in Karachi, Pakistan, the team provides Branding and Marketing Strategy.
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UndisclosedUndisclosed50 - 249
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Ease Accounting is a midsize Accounting company. They specialize in Accounting and were launched in 2015.
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$1,000+$100 - $149 / hr10 - 49Glebe, Australia
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Rapid SEO is a small Glebe, Australia-based branding agency. The team provides Branding and Content Marketing.
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UndisclosedUndisclosed2 - 9
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Established in 2024, ACCOUNTINFIRM CO., LTD., a small Tax Law company, is located in Watthana, Thailand. Their team provides Tax Law and Accounting.
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Undisclosed< $25 / hr50 - 249New York, NY
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Brand Tempest is a social media marketing agency. Their team is in New York, New York. The company specializes in Social Media Marketing and Conversion Optimization.
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UndisclosedUndisclosed2 - 9Oslo, Norway
Services provided
Founded in 2021, Edge Executive Services is an Accounting company. The small team provides Accounting and Corporate Travel Management.
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$5,000+$100 - $149 / hr2 - 9Boulder, CO
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Revenue and Results is a branding firm. Their team is based in Boulder, Colorado. The agency offers Branding and Public Relations.
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Undisclosed$50 - $99 / hr2 - 9San Francisco, CA
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Website development firm Raj Dhawan CPA was founded in 2023. The small team focuses on Web Development and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr2 - 9Morbi, India
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Established in 2017, Bara Associates is a Business Consulting company. The team provides Business Consulting and Finance & Accounting Outsourcing (FAO).
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$5,000+$25 - $49 / hr10 - 49Buford, GA
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Denny Insurance USA is a small Buford, Georgia-based Out of Home Design company. Their services include Out of Home Design.
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$1,000+$100 - $149 / hrFreelancer
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Impact & Scaling Strategies is a PR company in Berkeley, California. Their services include Public Relations and Back Office Outsourcing.
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$1,000+< $25 / hr10 - 49
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Omni-serve is an answering service company. Their team is in Sidi Bel Abbes, Algeria. The firm provides Call Center Services and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9
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SHACO Financial Consultants is an Accounting company launched in 2023. The company provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Mansfield, TX
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SpeedyLedgers Bookkeeping is a Direct Marketing and Accounting company launched in 2024. The small team provides Direct Marketing and Accounting.
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$1,000+$25 - $49 / hr10 - 49New Westminster, Canada
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JBR Staffing Solutions is a small Architectural Design company founded in 2023. Their team offers Architectural Design and Accounting.
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$1,000+$25 - $49 / hr2 - 9Sofia, Bulgaria
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Finance & Accounting Outsourcing (FAO) company ECOFIN Consulting was established in 2023. The small team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr10 - 49
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FIXBILLING LLC, a Business Consulting company, is located in St. Petersburg, Florida. They focus on Business Consulting and Call Center Services and were founded in 2016.
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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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 -
$1,000+< $25 / hr1,000 - 9,999
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+$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 / 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+< $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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
$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 -
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.