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 / 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
Services provided
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
Services provided
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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$5,000+< $25 / hr2 - 9
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MyFincredible is an Accounting company. The Kollam, India-based agency was launched in 2023. Their team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Austin, TX
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Launched in 2020, Home Financing Direct is a small Austin, Texas-based Financial Advising & Planning company. Their team focuses on Financial Advising & Planning and Funding & Investment.
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$1,000+< $25 / hr2 - 9
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Tax Prep Cape Coral FL is an Accounting company. Based in , the company was founded in 2024. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49
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Financial Advising & Planning company Ags Wealthinn Pvt ltd specializes in Financial Advising & Planning and Insurance Services & Brokers. They are located in Delhi, India.
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Undisclosed< $25 / hr50 - 249Jeddah, Saudi Arabia
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HITC Group is a SEO services firm. Headquartered in Jeddah, Saudi Arabia, their midsize team provides Search Engine Optimization and Social Media Marketing. The agency was launched in 1990.
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UndisclosedUndisclosedFreelancerPickerington, OH
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Founded in 2024, Bianchi CPA, LLC is a small Accounting company in Pickerington, Ohio. Their team specializes in Accounting.
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$1,000+< $25 / hr10 - 49New Delhi, India
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Accounting company Accuria Solutions was established in 2024. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is in New Delhi, India.
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$1,000+< $25 / hr2 - 9Karachi, Pakistan
Services provided
MIB Accounting Services (SMC-Private) Limited is a Finance & Accounting Outsourcing (FAO) company. The Karachi, Pakistan-based agency provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Rawalpindi, Pakistan
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SkyX Solutions (BPO) PVT LTD is a Direct Marketing company. They are located in Rawalpindi, Pakistan and have midsize team. They provide Direct Marketing and Business Consulting.
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Undisclosed$25 - $49 / hr2 - 9Brampton, Canada
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Founded in 2018, SS Mann Services is an Accounting company. The company offers Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosed10 - 49Ruther Glen, VA
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Financial Advising & Planning company Akato & Associates is located in Ruther Glen, Virginia and Ruther Glen, Virginia. Their services include Financial Advising & Planning and Finance Law.
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$1,000+< $25 / hr50 - 249Hunters Hill, Australia
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Bula Outsourcing is a SEO agency founded in 2021. Based in Hunters Hill, Australia and Suva, Fiji, the team specializes in Search Engine Optimization and Graphic Design.
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$1,000+$200 - $300 / hr10 - 49Sydney, Australia
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RippleBytes is an user experience design company. The team specializes in UX/UI Design and Cybersecurity, and the firm is located in Sydney, Australia and Kathmandu, Nepal.
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$100,000+Undisclosed2 - 9Hersham, England
Services provided
Square Foot Finance LTD is a Funding & Investment company. The team focuses on Funding & Investment and Financial Advising & Planning and is located in Hersham, England.
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$1,000+$25 - $49 / hr50 - 249Woodbridge Township, NJ
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Trademark Registrations Experts is a midsize Business Consulting company. Launched in 2019, the team offers Business Consulting and Intellectual Property Law.
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Undisclosed$50 - $99 / hrFreelancer
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Independent Financial Guidance is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Financial Consulting and is located in.
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$1,000+$50 - $99 / hr2 - 9Auckland, New Zealand
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Conversion Optimization company The CRO Guys provides Conversion Optimization and Search Engine Optimization. They are headquartered in Auckland, New Zealand.
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UndisclosedUndisclosed10 - 49Μαρκόπουλο Μεσογαίας, Greece
Services provided
MGI Sofakis Partners, an Accounting company, was founded in 2004. Located in Μαρκόπουλο Μεσογαίας, Greece, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bengaluru, India
Services provided
S G M P & Associates is a small Finance & Accounting Outsourcing (FAO) company launched in 2015. Their team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosedFreelancerMarkham, Canada
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Pacer Bookkeeping is a small Accounting company based in Markham, Canada. Their services include Accounting.
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Undisclosed$25 - $49 / hr10 - 49Gdańsk, Poland
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Accounting company TAXNXT is located in Gdańsk, Poland. They offer Accounting and Financial Advising & Planning.
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Undisclosed$50 - $99 / hr2 - 9Singapore, Singapore
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Business Consulting company Gerard Business Services Consultancy focuses on Business Consulting and Back Office Outsourcing. They are based in Singapore, Singapore.
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$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
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VANGUARD ACCOUNTANTS & TAX CONSULTANTS is a Business Consulting company based in Dubai, United Arab Emirates. Their services include Business Consulting and Commercial Financing.
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$5,000+$50 - $99 / hr2 - 9دبي, United Arab Emirates
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Smart Place documents clearing L.L.C, a small Business Consulting company, is located in دبي, United Arab Emirates. The team specializes in Business Consulting and Translation.
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Undisclosed< $25 / hr2 - 9
Services provided
Country Ledger is a small Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2024.
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Get My MatchesWhy Trust Clutch
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We evaluate service providers using a structured methodology that combines:
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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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$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.