Top Financial Services Firms
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Featured
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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+$50 - $99 / hr10 - 49
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Murad Majed Tax Consultant is a Dubai, United Arab Emirates-based Accounting company. Founded in 2017, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9Upper Marlboro, MD
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Royale Tax & Financial Services is a Business Consulting company. Founded in 2019, their team provides Business Consulting and Accounting.
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$5,000+$50 - $99 / hr250 - 999Dubai, United Arab Emirates
Services provided
SAMCO Accounting and Tax Consultancies is an Accounting company founded in 2010. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$10,000+Undisclosed2 - 9
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Consulting ZZ is a Financial Consulting company. They are in Sofia, Bulgaria, and their services include Financial Consulting and Business Consulting.
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$5,000+$25 - $49 / hr10 - 49
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Business Consulting company Regtec Consulting provides Business Consulting and Finance & Accounting Outsourcing (FAO). They are based in Ghaziabad, India and Lucknow, India.
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$1,000+$100 - $149 / hr2 - 9
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Founded in 2025, Logetica Inc. Is a Business Consulting and Accounting company. The firm offers Business Consulting and Accounting.
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Undisclosed$100 - $149 / hr2 - 9Mesa, AZ
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In Arvada, Colorado and Blaine, Washington, Gutsy Money is a small Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Carrollton, TX
Services provided
CapRock Finance is a Carrollton, Texas-based Commercial Financing company. They offer Commercial Financing and Financial Advising & Planning and were established in 2025.
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$1,000+< $25 / hr10 - 49
Services provided
Vusaat Capital is a Business Consulting company. Their team is located in Lahore, Pakistan. The agency focuses on Business Consulting and Financial Consulting.
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$1,000+< $25 / hr2 - 9
Services provided
Bkeeping is a branding company. The team focuses on Branding and Search Engine Optimization and is based in Vancouver, Canada.
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UndisclosedUndisclosed2 - 9
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Business Consulting company Tax Advisors Malta was founded in 2025. The small team provides Business Consulting and Corporate Relocation.
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$1,000+$25 - $49 / hr2 - 9
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Located in Lucknow, India, Websitewalae is a Business Consulting and Accounting company. Launched in 2024, the team provides Business Consulting and Accounting.
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$1,000+< $25 / hr10 - 49
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Launched in 2020, Shami Tree Business Advisors Private Limited is a Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249
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Targolegal is a Business Consulting company. The midsize Kochi, India-based team provides Business Consulting and Accounting. The company was founded in 2021.
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$1,000+< $25 / hr2 - 9
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Back Office Outsourcing company wealth Innovate Accounting and CFO Services is located in Surrey, Canada. They focus on Back Office Outsourcing and Accounting and were founded in 2024.
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UndisclosedUndisclosed2 - 9Boisar, India
Services provided
Founded in 2017, HIRA & CO is a small Accounting company located in Boisar, India. Their team focuses on Accounting and Insurance Law.
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$1,000+$25 - $49 / hr10 - 49
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Mysolusy is a Kuala Lumpur, Malaysia-based software development firm. The team focuses on Custom Software Development and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
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THE CONSULTING CREW is a Digital Strategy company established in 2017. The company focuses on Digital Strategy and Social Media Marketing, and is small.
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Undisclosed< $25 / hr50 - 249
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Digital Strategy company Elitemed Financials LLC was founded in 2019. Based in Sheridan, Wyoming, the team specializes in Digital Strategy and Social Media Marketing.
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$1,000+$25 - $49 / hr2 - 9
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In Dublin , Ireland, TechNext Consultancy Limited is a cloud consulting & SI company. They provide cloud consulting & SI and ERP consulting and SI and were launched in 2023.
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Undisclosed< $25 / hr2 - 9Glendale, CA
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Accounting company WageWhiz was founded in 2023. The firm provides Accounting and PEO/Employee Leasing.
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$1,000+$25 - $49 / hrFreelancer
Services provided
Founded in 2017, A&L Bookkeeping is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49
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Intellectual Property Law company iptmogov was established in 2025. The small team provides Intellectual Property Law and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49
Services provided
Global Business Konsultancy, a Commercial Financing company, focuses on Commercial Financing and Accounting. The agency is located in Dubai, United Arab Emirates.
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UndisclosedUndisclosed10 - 49
Services provided
Freelanz Management Services, an Accounting company, was established in 2022. The agency offers Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosed10 - 49
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AS Research Technic is a Financial Advising & Planning company. The agency is located in Hyderabad, India. Their services include Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
Velora Estate is a Commercial Brokerage Services company established in 2024. The small team offers Commercial Brokerage Services and Financial Advising & Planning.
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$50,000+$300+ / hr2 - 9
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JBM International LLC is a small Business Consulting company established in 2019. Their team provides Business Consulting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9
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Back Office Outsourcing company Infinity Vista Technologies Pvt Ltd focuses on Back Office Outsourcing and Finance & Accounting Outsourcing (FAO). They were launched in 2024.
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UndisclosedUndisclosed10 - 49
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EaseValue is a Business Consulting company established in 2025. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Family Balanced Bookkeeping is an Accounting company. The Wolcott, Connecticut-based agency was founded in 2025. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Hyderabad, India
Services provided
AS Portfolio Management Services is a Financial Advising & Planning company. In Hyderabad, India, their team provides Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49
Services provided
Safeledger is a Business Consulting company. Their team is based in Dubai, United Arab Emirates and focuses on Business Consulting and Accounting.
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Undisclosed< $25 / hr10 - 49Gurugram, India
Services provided
Aakar Arora & Associates is an Accounting company founded in 2020. The company provides Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$50 - $99 / hr10 - 49Dubai, United Arab Emirates
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Established in 2021, Intelligent Care Home Health Care is an Insurance Services & Brokers and HR Outsourcing company. The small team focuses on Insurance Services & Brokers and HR Outsourcing.
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UndisclosedUndisclosed2 - 9Denver, NC
Services provided
Kindred Management Group is a Commercial Property Management and Accounting company. Launched in 2025, the company focuses on Commercial Property Management and Accounting.
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$1,000+$25 - $49 / hr2 - 9
Services provided
ORANGE MIND CREATIVE CO.LTD, a Marketing Strategy company, was founded in 2022. The agency focuses on Marketing Strategy and Translation.
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UndisclosedUndisclosed2 - 9
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REPLAN is an Insurance Services & Brokers and Insurance Law company. The Epping, Australia-based company was established in 2025. Their services include Insurance Services & Brokers and Insurance
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$1,000+$100 - $149 / hr10 - 49Chennai, India
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Binarywaves Solutions is a Chennai, India-based Digital Strategy company. Founded in 2021, the team provides Digital Strategy and Mobile App Development.
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Undisclosed< $25 / hr2 - 9
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Riddhi Advisory, a Finance & Accounting Outsourcing (FAO) company, is based in Surat, India. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed< $25 / hr2 - 9
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Books in Order is a Finance & Accounting Outsourcing (FAO) company. They are in Karachi, Pakistan, and their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Round Rock, TX
Services provided
Based in Round Rock, Texas, Taxagon LLC is a small Finance & Accounting Outsourcing (FAO) company. The team specializes in Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49
Services provided
Business Consulting company DMA Business Strategist was founded in 2015. The team focuses on Business Consulting and Accounting.
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$1,000+< $25 / hr10 - 49
Services provided
Vendex Global is a small Accounting company located in Buffalo, New York. The team provides Accounting and Web Development.
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Undisclosed< $25 / hrFreelancer
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FINTHRA is a Business Consulting company. The small Kochi, India-based team provides Business Consulting and Back Office Outsourcing. The company was founded in 2020.
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Undisclosed$50 - $99 / hr2 - 9Bengaluru, India
Services provided
TaxbyZero is a branding agency. Their team is headquartered in Bengaluru, India and offers Branding and Conversion Optimization.
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Undisclosed< $25 / hr2 - 9
Services provided
TRUE CLERK, a Finance & Accounting Outsourcing (FAO) company, focus on Finance & Accounting Outsourcing (FAO) and Accounting. They were established in 2024.
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Undisclosed< $25 / hr2 - 9
Services provided
T Garg & Co, Chartered Accountants is a Commercial Financing company. They focus on Commercial Financing and Accounting and were founded in 2024.
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$1,000+< $25 / hr10 - 49
Services provided
Synbiz Globus Pvt Ltd is a Finance & Accounting Outsourcing (FAO) company. Established in 2024, their team specializes in Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$1,000+$50 - $99 / hr2 - 9
Services provided
Royale Tax & Financial Services, LLC is a Business Consulting company. The Upper Marlboro, Maryland-based agency offers Business Consulting and Accounting.
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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.