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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UndisclosedUndisclosed2 - 9
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Founded in 2025, Taxwani LLC is a small Accounting company. Their services include Accounting and Tax Law.
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$1,000+< $25 / hr10 - 49Gilgit, Pakistan
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TechCave is an user experience design agency. Their small team of employees is located in Gilgit, Pakistan. Their team specializes in UX/UI Design and Web Development.
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UndisclosedUndisclosed10 - 49
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Business Consulting and Accounting company RichMan Associate offers Business Consulting and Accounting. They were founded in 2025.
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$10,000+$50 - $99 / hr2 - 9
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TPA Business Solutions is a Business Consulting company. The Bellwood, Illinois-based team focuses on Business Consulting and Corporate Training & Coaching.
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Undisclosed$25 - $49 / hr10 - 49Casper, WY
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BookLedger is a Finance & Accounting Outsourcing (FAO) company. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting, and the firm is based in Casper, Wyoming.
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$1,000+Undisclosed50 - 249
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Software development firm Efficiency Square Solution focuses on Custom Software Development and Back Office Outsourcing. They are located in Karachi, Pakistan.
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$5,000+$25 - $49 / hr2 - 9
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EK Consulting, a website development company, was established in 2023. The team offers Web Development and Marketing Strategy.
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UndisclosedUndisclosed2 - 9
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EXS Finance Solutions LLC, an Accounting company, was founded in 2020. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9
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Janardhan & Co. Is a Business Consulting company. Headquartered in Bangalore, India and Alur Hassan , India, their team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Established in 2024, Gilabert Hopkins, LLP is a small Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Sharjah, United Arab Emirates
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STH Financial Services is a Business Consulting company. Their team is located in Sharjah, United Arab Emirates. The company focuses on Business Consulting and Accounting.
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$10,000+< $25 / hr10 - 49
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Established in 2025, Rhida Consultancy LLP, a small IT managed services company, is in Ahmedabad, India. Their services include IT managed services and Call Center Services.
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Undisclosed< $25 / hr2 - 9
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Fin Bridge Global Solution is a Commercial Financing company. Based in Bhopal, India, the agency was founded in 2018. Their team specializes in Commercial Financing and Accounting.
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Undisclosed< $25 / hr2 - 9
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Neerpan Associate is an Accounting company. Headquartered in Ahmedabad, India, the team focuses on Accounting and Financial Advising & Planning.
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Undisclosed$25 - $49 / hr2 - 9
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Outsourced Finance Professional Corporation, a small Accounting company, is based in Markham, Canada. Their services include Accounting and Fractional CFO Services.
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UndisclosedUndisclosed2 - 9
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Scion Private Wealth is a small Financial Advising & Planning company located in Brisbane City, Australia. The team provides Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed2 - 9Noida, India
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Lekha Jokha Hub, an Accounting company, was launched in 2025. They specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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MCA LEADS PROVIDER is a Financial Advising & Planning company. The Queens, New York-based team focuses on Financial Advising & Planning and Business Valuation Services.
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$1,000+< $25 / hr10 - 49
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FINBASE CONSULTANTS PRIVATE LIMITED is a Business Consulting company. They are in New Delhi, India, and their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Austin, TX
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Business Consulting company AUMed LLC was launched in 2025. Headquartered in Austin, Texas, the team provides Business Consulting and Back Office Outsourcing.
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$1,000+< $25 / hr2 - 9Lagos, Nigeria
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Discovery Consulting is a Business Consulting company. Headquartered in Lagos, Nigeria, the team provides Business Consulting and Accounting.
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$5,000+$25 - $49 / hr10 - 49
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TidyCounts Services LLP is a Back Office Outsourcing company. The agency is in Ahmedabad, India. Their team specializes in Back Office Outsourcing and Accounting.
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Undisclosed$50 - $99 / hr10 - 49
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Haiti Global Consulting is a Port-au-Prince, Haiti-based Business Consulting company. Founded in 2023, the team offers Business Consulting and Branding.
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UndisclosedUndisclosed2 - 9Uniondale, NY
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Founded in 2015, Shah & Associates is a Business Consulting company. The company offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49
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Biz Evolution is an Accounting company. The Shere, South Africa-based team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+Undisclosed2 - 9
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Calmsulting Limited is a London, England-based ERP consulting and SI company. Their services include ERP consulting and SI and Business Consulting.
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$1,000+< $25 / hr10 - 49Singapore, Singapore
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Royal Premier PAC is an Accounting company. Established in 2021, their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Pottsville, PA
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Established in 2010, Northeast Pennsylvania Settlement is a Commercial Brokerage Services company. The team focuses on Commercial Brokerage Services and Insurance Services & Brokers.
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Undisclosed< $25 / hr2 - 9
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Established in 1994, Dealintax is an Accounting company. The team specializes in Accounting and Tax Law.
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$1,000+$200 - $300 / hr10 - 49
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R2 Advisors PC, a small Business Consulting company, is headquartered in McLean, Virginia. The team focuses on Business Consulting and Back Office Outsourcing.
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$1,000+$50 - $99 / hrFreelancer
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Xpert Forensics is a Cybersecurity company founded in 2025. The agency offers Cybersecurity and Accounting, and is small.
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Undisclosed< $25 / hr2 - 9
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The Chartered Edge is an Accounting company launched in 2025. The team offers Accounting and Tax Law.
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$100,000+$50 - $99 / hr10 - 49Mississauga, Canada
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Tjara Halal Financing, a Financial Advising & Planning company, was founded in 2023. The agency specializes in Financial Advising & Planning and Funding & Investment.
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Undisclosed$25 - $49 / hr2 - 9
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Rudraveda Consultancy is a web development company. They focus on Web Development and Advertising and were launched in 2025.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Fast Factor Inc. Is a Business Consulting company. They are in Orlando, Florida. Their team specializes in Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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JMRJ AND ASSOCIATES LLP is an Ernakulam, India-based Finance & Accounting Outsourcing (FAO) company. Launched in 2024, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49
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TriLedger is a Business Consulting company. Their team is located in Fairfax, Virginia and focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49
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Taxla Services Private Limited, a small Tax Law company, is in Chennai, India. The team provides Tax Law and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Reconciled Accounts is a small Accounting company based in Bankstown, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Nabk Bookkeeping Services is a Cybersecurity company. Their small team is located in Vaughan, Canada. Their services include Cybersecurity and Call Center Services.
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Undisclosed< $25 / hr2 - 9Gurugram, India
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Custom software development firm Kalki The Innovation Luminary LLP provides Custom Software Development and Low/No Code Development. They were established in 2025.
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$1,000+$100 - $149 / hr2 - 9Lawrenceville, GA
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Chatman Tax and Accounting LLC is an Accounting and Fractional CFO Services company. The team specializes in Accounting and Fractional CFO Services and is headquartered in Lawrenceville, Georgia.
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$1,000+< $25 / hr10 - 49London, England
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Aetherbloom is a web design company. In London, England, the agency focuses on Web Design and Business Consulting.
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$1,000+< $25 / hr10 - 49
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Expert HR Outsourcing Pvt. Ltd is an Accounting company. They are located in Kathmandu, Nepal and have small team. They focus on Accounting and Digital Strategy.
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$5,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Business Consulting company IRHA Accounting and Auditing was established in 2025. In Dubai, United Arab Emirates, the team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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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
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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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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
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 -
$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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% 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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
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+< $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 - 249Dallas, TX
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.