Top Financial Services Firms
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Featured
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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$5,000+Undisclosed10 - 49
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Braventa Global is a São Paulo, Brazil-based Business Consulting company. They specialize in Business Consulting and Market Research and were launched in 2023.
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$1,000+$50 - $99 / hr10 - 49
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Business Curative is a Market Research company established in 2023. Located in New Delhi, India, the team offers Market Research and Business Consulting.
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$1,000+Undisclosed2 - 9Jersey City, NJ
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Skin Rights LLC is a small Conversion Optimization company established in 2018. Their services include Conversion Optimization and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9
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Epsilon Accounts Anusthan Fintech LLP, an Accounting company, was established in 2009. They focuses on Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49
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Assurance Qc is an Insurance Services & Brokers company launched in 2020. Their team specializes in Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
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Headquartered in Delhi, India, MM Infinity Facility services is a small application development firm. The team specializes in Mobile App Development and Application Testing.
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Undisclosed< $25 / hr10 - 49New York, NY
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Fincera Accounting is an Accounting company. The New York, New York-based firm was launched in 2020. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9
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TrueScope Consulting is an Accounting company. Headquartered in 33605, Florida, their team focuses on Accounting and Compliance Consulting.
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UndisclosedUndisclosedFreelancer
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Based in Pozuelo de Alarcón, Spain, PRINCIPLE FORSAKRINGS AB is a small Insurance Services & Brokers company. Their services include Insurance Services & Brokers.
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Undisclosed$50 - $99 / hr2 - 9Luton, England
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Founded in 2023, Ola Accountancy, a small Accounting company, is in Luton, England. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr2 - 9
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Inflation Proof, a small Finance & Accounting Outsourcing (FAO) company, is in Amman, Jordan. Their services include Finance & Accounting Outsourcing (FAO) and Financial Consulting.
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UndisclosedUndisclosed2 - 9Indore, India
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Established in 2019, CA & Advocate VikramTongya is a small Indore, India-based Accounting company. Their team specializes in Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Dhaka, Bangladesh
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SEO Services Bangladesh is a SEO company. The Dhaka, Bangladesh-based company was founded in 2025. Their services include Search Engine Optimization and Pay Per Click.
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UndisclosedUndisclosed2 - 9
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Livestock Capital is a small Mount Waverley, Australia-based Commercial Financing company. Their services include Commercial Financing and Business Consulting.
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UndisclosedUndisclosedFreelancerLos Angeles, CA
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BlueWave Ledger is an Accounting company. They focus on Accounting and Fractional CFO Services and were established in 2024.
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$10,000+Undisclosed2 - 9
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Rockbridge CFO is a North Palm Beach, Florida-based Business Consulting company. Established in 2025, the team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$25 - $49 / hrFreelancer
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Launched in 2008, TradesCor Bookkeeping is a Commercial Financing company. In Lethbridge, Canada, the team specializes in Commercial Financing and Accounting.
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Undisclosed$50 - $99 / hr2 - 9
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Headquartered in Calgary, Canada, Alberta Ledger is a Business Consulting company. Established in 2024, the team specializes in Business Consulting and Commercial Financing.
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UndisclosedUndisclosed50 - 249
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Quality Recruitment Solutions, a midsize HR Consulting company, is located in Guadalajara, Mexico. Their services include HR Consulting and Recruitment Process Outsourcing.
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UndisclosedUndisclosed2 - 9पुणे, India
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CA Tushar Magar & Associates is a Business Consulting company located in पुणे, India. Launched in 2020, the team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Mabitac, Philippines
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Graphic design agency JLR Consultancy was founded in 2020. The firm provides Graphic Design and Web Development.
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$1,000+$50 - $99 / hr50 - 249
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Trademark Victory is a Business Consulting company. Established in 2023, the company specializes in Business Consulting and Commercial Financing.
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$10,000+$25 - $49 / hr10 - 49
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Launched in 2008, Primecorp Capital Inc is a small Commercial Financing company based in Ottawa, Canada. Their team specializes in Commercial Financing and Accounting.
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$1,000+$50 - $99 / hr50 - 249
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Established in 2020, Trademark Prosper is a Business Consulting company. The midsize team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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DeltaConsulting is an Accounting company. Their small team of employees is in Yerevan, Armenia. Their team focuses on Accounting and Banking Law.
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$1,000+$25 - $49 / hr2 - 9
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Virtual Assistants 365 is a Back Office Outsourcing company headquartered in Charlotte, North Carolina. They focus on Back Office Outsourcing and Social Media Marketing and were launched in 2022.
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$1,000+$25 - $49 / hr2 - 9
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OrbitX Business Consultancy is a Business Consulting company located in Peliyagoda, Sri Lanka. They provide Business Consulting and Financial Advising & Planning and were launched in 2025.
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$1,000+< $25 / hr2 - 9ismailia, Egypt
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Mo-Accounting Services, an Accounting company, is located in ismailia, Egypt. Founded in 2000, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Milton, Canada
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CapacityHive, an Accounting and Financial Advising & Planning company, is headquartered in Milton, Canada. They focus on Accounting and Financial Advising & Planning and were founded in 2017.
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$1,000+< $25 / hr10 - 49
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DigiAxiom Business sollution is a small SEO company. Launched in 2024, the team specializes in Search Engine Optimization and Graphic Design.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Support Your Books is an Accounting company. Located in Fresno, California, the company was established in 2025. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Located in Hackensack, New Jersey, Highbeam Accounting is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+Undisclosed10 - 49Coventry, England
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Pharmatax is an Accounting company. The agency is based in Coventry, England. Their team provides Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9
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Affinity Accounting & Advisory is an Accounting company. They are located in Newcastle, Australia, and their services include Accounting and Business Consulting.
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$1,000+$100 - $149 / hr2 - 9
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Established in 2022, KINFY is a Financial Consulting company. Their services include Financial Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Headquartered in Bhopal, India, Homobie is a Financial Consulting company. Established in 2025, the team offers Financial Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Rapid Claim Solutions Ltd is an Insurance Services & Brokers company. Their small team is in London, England and focuses on Insurance Services & Brokers. The agency was established in 2024.
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$1,000+< $25 / hr10 - 49
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PAAY & Co LLP, a Business Consulting company, was established in 2014. The company offers Business Consulting and Accounting, and is small.
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$1,000+$25 - $49 / hr2 - 9
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RapidGoo is a mobile app development firm established in 2025. The firm offers Mobile App Development and Custom Software Development.
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$10,000+$100 - $149 / hr10 - 49
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Founded in 2005, Ecovisjrb is a small Commercial Financing company. Their services include Commercial Financing and Accounting.
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$1,000+$50 - $99 / hr10 - 49
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AR Expert Advisory- RACC doo, an Accounting company, was founded in 2012. They offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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SGS Mortgages is a small Financial Advising & Planning company founded in 2015. Their services include Financial Advising & Planning.
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$1,000+$50 - $99 / hr50 - 249
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Trademark Omni, an Intellectual Property Law company, was founded in 2021. In Los Angeles, California, the team provides Intellectual Property Law and Digital Strategy.
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$1,000+$50 - $99 / hr50 - 249Austin, TX
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Trademark Guardian Pro is a Business Consulting company launched in 2022. The midsize team focuses on Business Consulting and Accounting.
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$1,000+$50 - $99 / hr2 - 9
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SBA FIRM LLC is a Business Consulting and Accounting company. Their small team of employees is headquartered in Houston, Texas. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Mount Waverley, Australia
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Established in 2015, Mac Money is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+$25 - $49 / hr10 - 49
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Based in Surrey, Canada, AccEdge is an Accounting company. They offer Accounting and Financial Advising & Planning and were founded in 2024.
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Undisclosed$25 - $49 / hr10 - 49
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Back Office Outsourcing company SF Business Solutions LLC is in Pflugerville, Texas. They provide Back Office Outsourcing and Finance & Accounting Outsourcing (FAO) and were launched in 2021.
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UndisclosedUndisclosed10 - 49
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Numberhill is an Accounting company. They are in kochi, India and have small team of experts. Their services include Accounting and Financial Advising & Planning.
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$5,000+$50 - $99 / hr1,000 - 9,999
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EZ Setup is a Dubai, United Arab Emirates-based Market Research company. Their services include Market Research and IT strategy consulting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.