Top Financial Services Firms
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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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$1,000+Undisclosed2 - 9
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North Texas Tax Advisors is a Business Consulting company. Founded in 2024, the company is headquartered in Southlake, Texas. Their services include Business Consulting and Accounting.
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$25,000+< $25 / hr50 - 249Hyderabad, India
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Vastin Infosphere is a midsize Hyderabad, India-based Back Office Outsourcing company. The team focuses on Back Office Outsourcing and Accounting.
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$1,000+< $25 / hr10 - 49Edison, NJ
Services provided
PAT Business Services LLC is an Accounting company. Launched in 2021, their team provides Accounting and Graphic Design.
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Undisclosed$100 - $149 / hr2 - 9
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Based in Lane Cove North, Australia, Your Tax Sherpa is a Business Consulting company. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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HR Expert Solutions (Pty) Ltd is an Accounting company. The Hartbeespoort, South Africa-based team provides Accounting and Business Consulting.
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$1,000+$50 - $99 / hr2 - 9
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Finance4x is a big data analytics company based in Augsburg, Germany. Established in 2024, the team specializes in BI & big data consulting & SI and Business Consulting.
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$1,000+$50 - $99 / hr2 - 9Milton, Canada
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VinBooksCPA Professional Corporation is a Milton, Canada-based Fractional CFO Services company. Their services include Fractional CFO Services and Accounting.
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$1,000+$100 - $149 / hrFreelancer
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VanMeter Financial is a small Finance & Accounting Outsourcing (FAO) company launched in 2024. Their services include Finance & Accounting Outsourcing (FAO) and Fractional CFO Services.
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$1,000+< $25 / hrFreelancer
Services provided
VAST, a small web design agency, is headquartered in Udaipur, India. Their services include Web Design and CRM consulting and SI.
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$1,000+Undisclosed10 - 49
Services provided
Launched in 2002, Liberty Tax Accounting is a small Tax Law company in Newport Beach, California. Their team provides Tax Law and Accounting.
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$1,000+< $25 / hr2 - 9
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RevTune Health Solutions, LLC is a Back Office Outsourcing company founded in 2024. Their team specializes in Back Office Outsourcing and Business Consulting.
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UndisclosedUndisclosed10 - 49Pune, India
Services provided
Vitt Pulse, a Fractional CFO Services company, is located in Pune, India and Navi Mumbai, India. Established in 2025, the team provides Fractional CFO Services and Accounting.
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UndisclosedUndisclosed2 - 9Newman Lake, WA
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Tend Bookkeeping is an Accounting company. The agency is located in Newman Lake, Washington. Their team offers Accounting.
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Undisclosed$25 - $49 / hr2 - 9
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AccountingX Inc., an Accounting company, was founded in 2022. The firm specializes in Accounting and Financial Advising & Planning.
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$250,000+$25 - $49 / hr10 - 49
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A1 Finance is a Commercial Financing company. Based in London, England, the team focuses on Commercial Financing and Business Consulting.
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UndisclosedUndisclosed50 - 249
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Zentax Business Consultants is a Finance & Accounting Outsourcing (FAO) company. Their team is in Hyderabad, India. The agency provides Finance & Accounting Outsourcing (FAO) and Commercial
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$1,000+$25 - $49 / hrFreelancer
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Finance & Accounting Outsourcing (FAO) company Refatso Accounting is in Sandton, South Africa. Founded in 2021, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$100 - $149 / hr2 - 9Dubai, United Arab Emirates
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Crest Management Consultancy is an Accounting company. The small Dubai, United Arab Emirates-based team provides Accounting and Financial Advising & Planning. The company was launched in 2025.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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The Virtual CEOs is a Dubai, United Arab Emirates-based Business Consulting company. They offer Business Consulting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9
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Insurance Services & Brokers company LICHO NIE ŚPI ubezpiecz wszystko focuses on Insurance Services & Brokers. They were founded in 2024.
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Undisclosed$50 - $99 / hr2 - 9
Services provided
Business Consulting company JECI Group, LLC offers Business Consulting and Accounting. They are located in Washington, District of Columbia and Washington, District of Columbia.
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$5,000+Undisclosed50 - 249
Services provided
Financial Advising & Planning company Consorcio Ergonauta was launched in 1995. The company focuses on Financial Advising & Planning and Custom Software Development.
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$1,000+$25 - $49 / hr10 - 49Kozhikode, India
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Business Consulting company Nombur provides Business Consulting and Finance & Accounting Outsourcing (FAO). They are located in Kozhikode, India.
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UndisclosedUndisclosed2 - 9
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Established in 2010, Hq Consulting is a small Dar es salaam, Tanzania-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Accounting and Fractional CFO Services company TaxSupportHub was launched in 2020. The small team specializes in Accounting and Fractional CFO Services.
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$1,000+< $25 / hr10 - 49
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Wings 9 is an Advertising company. The team specializes in Advertising and Business Consulting and is based in Dubai, United Arab Emirates.
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UndisclosedUndisclosed50 - 249Thurahalli, India
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NexEra People Solutions Pvt Ltd is an Accounting company. Their midsize team is located in Thurahalli, India. Their services include Accounting and Staffing.
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$75,000+Undisclosed10 - 49
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Established in 2025, Hiblink Tech is a social media marketing company. The small team provides Social Media Marketing and Search Engine Optimization.
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Undisclosed$50 - $99 / hrFreelancer
Services provided
CA Satish Kumar Chhabra is a Business Consulting company. The Dehradun, India-based agency offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$50 - $99 / hr10 - 49
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Megan Accountants LLC is a Business Consulting company founded in 2014. The small team provides Business Consulting and Accounting.
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$1,000+$25 - $49 / hr10 - 49Blacktown, Australia
Services provided
SP-Recruitment Specialists is an Accounting company founded in 2000. Their team provides Accounting and Customer Service Outsourcing.
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UndisclosedUndisclosed2 - 9
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JC Bookkeeping Services is an Accounting company. Their team is in Morristown, Tennessee and offers Accounting and Financial Advising & Planning.
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$100,000+$25 - $49 / hr2 - 9
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Capital Tab is a Commercial Financing company established in 2019. Based in Ghaziabad, India, the team focuses on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
Services provided
Solis Insurify IMF Pvt. Ltd. Is an Insurance Services & Brokers company. The team is headquartered in Gurugram, India, and their services include Insurance Services & Brokers.
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Undisclosed$100 - $149 / hr10 - 49Santo Domingo, Dominican Republic
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Small Finance & Accounting Outsourcing (FAO) company Gesprofi, is headquartered in Santo Domingo, Dominican Republic. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Killeen, TX
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Texian Capital is a Commercial Financing company. They offer Commercial Financing and Financial Advising & Planning and were launched in 2019. The company is in Killeen, Texas.
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$1,000+$25 - $49 / hr10 - 49
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Bluehub Consultants, a custom software development company, was founded in 2020. The team offers Custom Software Development and Web Development.
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$1,000+$100 - $149 / hr2 - 9
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Countwise Financial is a Finance & Accounting Outsourcing (FAO) company. The company is located in Toronto, Canada. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr10 - 49
Services provided
Prolines Insurance Agency is a Wesley Chapel, Florida-based Insurance Services & Brokers company. Their services include Insurance Services & Brokers.
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$1,000+$200 - $300 / hrFreelancer
Services provided
Harper Tax CPA LLC is a Phoenix, Arizona-based Accounting company. The team specializes in Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9
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Founded in 2025, CPA Outsourcing Services is a Business Consulting company. The team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO) and is located in Austin, Texas.
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$1,000+< $25 / hr10 - 49
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Founded in 2022, VIS Medical Billing Services LLC is a Back Office Outsourcing company. The small team specializes in Back Office Outsourcing and Business Consulting.
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UndisclosedUndisclosed10 - 49
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ZIA CPA Associates, an IT managed services company, provide IT managed services and Business Consulting. They were established in 2023.
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$25,000+< $25 / hr50 - 249
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Digital Czars is a social media marketing company. They provide Social Media Marketing and Search Engine Optimization and were founded in 2018.
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UndisclosedUndisclosed2 - 9
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Venture Risk & Insurance is a small Insurance Services & Brokers company headquartered in Forest Hill, Maryland. Their services include Insurance Services & Brokers and Business Consulting.
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UndisclosedUndisclosed2 - 9Brampton, Canada
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Founded in 2025, CHUE Tax & Compliance Corp., a small Accounting and Compliance Consulting company, is based in Brampton, Canada. Their services include Accounting and Compliance Consulting.
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$1,000+$50 - $99 / hr50 - 249
Services provided
Established in 2013, Elite Plus Accounting is an Accounting company. The midsize team provides Accounting.
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$1,000+$200 - $300 / hr2 - 9
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Wood Consulting Group is a Business Consulting company. Their small team is in Yarmouth, Maine and provides Business Consulting and Corporate Training & Coaching. The firm was founded in 2023.
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$1,000+< $25 / hr50 - 249Thane, India
Services provided
Headquartered in Thane, India, ATMS Advisors is a midsize Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed< $25 / hrFreelancer
Services provided
Aikeyam is a Financial Advising & Planning company. Located in Bengaluru, India, their team offers Financial Advising & Planning.
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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.