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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$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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$1,000+$100 - $149 / hr2 - 9
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Blackfin Accounting, an Accounting company, focuses on Accounting. The agency is located in Bozeman, Montana.
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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. Headquartered in Culver City, California, the team offers Accounting.
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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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UndisclosedUndisclosed2 - 9
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Launched in 2024, accountantforecommercebusiness, a small Corporate Training & Coaching company, is in Islamabad, Pakistan. Their services include Corporate Training & Coaching and Accounting.
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UndisclosedUndisclosed2 - 9
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Linchpin Bookkeeping is an Accounting company. Their small team is based in Kelowna, Canada. Their services include Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr250 - 999
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Located in Queens, New York and Indore, India, Mind Hives LLC is an IT managed services company. Their services include IT managed services and Back Office Outsourcing.
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Undisclosed< $25 / hr10 - 49Hampton, VA
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Based in Hampton, Virginia and Noida, India, Profit By Accounting is an Accounting company. The team specializes in Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9
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Durity Inc is a Dover, Delaware-based Business Consulting company. They offer Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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NOKAAF & DAXIN Auditors (DAXIN UAE) is an Accounting company. They focus on Accounting and Business Valuation Services and were launched in 2025.
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$1,000+$50 - $99 / hr10 - 49
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Founded in 2020, Startup Consultancy is a Business Consulting company. The team specializes in Business Consulting and Accounting.
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$1,000+$50 - $99 / hr10 - 49
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HiveBridge is a Recruiting company. The Chicago, Illinois-based company was established in 2023. Their team specializes in Recruiting and Compliance Consulting.
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$5,000+$100 - $149 / hr2 - 9Sheridan, WY
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Minds & Makers is a branding firm. Their small team is in Sheridan, Wyoming. Their services include Branding and CRM consulting and SI.
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$5,000+$50 - $99 / hr50 - 249
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SamIT Global, a branding firm, is located in Samarkand, Uzbekistan. They offer Branding and Cybersecurity.
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$1,000+< $25 / hr2 - 9Gandhinagar, India
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Sparrow Accounting Solutions is a small Finance & Accounting Outsourcing (FAO) company. Founded in 2024, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$50 - $99 / hr10 - 49
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El-Era Consult Ukraine is a small Marketing Strategy company. They specialize in Marketing Strategy and Business Consulting and were founded in 2023.
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$1,000+< $25 / hr10 - 49
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Medcurers is a small MO, Minnesota-based Insurance Services & Brokers company. Their services include Insurance Services & Brokers and IT strategy consulting.
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$1,000+< $25 / hr10 - 49
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APAKUS Consulting Services is a social media marketing firm. The New York, New York-based agency specializes in Social Media Marketing and Content Marketing.
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Undisclosed< $25 / hr2 - 9
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Accountstree is a Back Office Outsourcing company. The small Meerut, India-based team offers Back Office Outsourcing and Corporate Training & Coaching. The agency was established in 2023.
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UndisclosedUndisclosed2 - 9
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Launched in 2024, Financial Modeling LLC is a Corporate Training & Coaching company. Their services include Corporate Training & Coaching and Financial Advising & Planning.
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$5,000+$50 - $99 / hr250 - 999
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Advance RCM is a Back Office Outsourcing company. The team offers Back Office Outsourcing and Accounting, and the agency is based in Sheridan, Wyoming.
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$1,000+$25 - $49 / hr50 - 249
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In Wichita Falls, Texas, RCM Experts Medical Billing Company is a Back Office Outsourcing company. Established in 2024, the team focuses on Back Office Outsourcing and Financial Advising & Planning.
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$1,000+$100 - $149 / hr10 - 49
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Founded in 2017, Finprime Consulting is a Business Valuation Services company. The team offers Business Valuation Services and Business Consulting.
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Undisclosed< $25 / hr10 - 49Ahmedabad, India
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In Ahmedabad, India, AceBooks Global LLP is an Accounting company. Launched in 2019, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr10 - 49Dubai, United Arab Emirates
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HayyaTax is a Finance & Accounting Outsourcing (FAO) company. Located in Dubai, United Arab Emirates, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$10,000+$25 - $49 / hr10 - 49Ottawa, Canada
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Rothwell Funding is a small Accounting company. Launched in 2019, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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The Biz Plans is a Business Consulting company. They were founded in 2017 and specialize in Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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Your Muneem FZE LLC is an Accounting company. Based in Dubai, United Arab Emirates, the firm provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Santa Monica, CA
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Established in 2018, Top California Lender is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+Undisclosed2 - 9Noida, India
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Accounting company BDGA GSS is headquartered in Noida, India. They provide Accounting and were established in 2023.
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UndisclosedUndisclosed2 - 9Patna, India
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Established in 2023, MK Digital, a small Marketing Strategy company, is in Patna, India. Their services include Marketing Strategy and Business Consulting.
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$1,000+< $25 / hr10 - 49Lahore, Pakistan
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Consulting Innovators, a big data company, was launched in 2023. The agency provides BI & big data consulting & SI and Business 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.