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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Undisclosed< $25 / hrFreelancer
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Aikeyam is a Financial Advising & Planning company. Located in Bengaluru, India, their team offers Financial Advising & Planning.
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$10,000+Undisclosed10 - 49Clearwater, FL
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AdvisorOne, an Accounting company, was launched in 2022. Located in Clearwater, Florida, the team focuses on Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr50 - 249Kingston upon Hull, England
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Albion Audit and Risk Limited is an Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2025.
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$5,000+Undisclosed10 - 49Wilmington, DE
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Mulah, a Business Consulting company, is headquartered in Wilmington, Delaware. Established in 2019, the team specializes in Business Consulting and Commercial Financing.
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UndisclosedUndisclosedFreelancer
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Gerzitti is a chandigarh, India-based Benefits Administration company. The team offers Benefits Administration and Market Research.
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$1,000+$25 - $49 / hrFreelancer
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Books By Jenn is a Woodland, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249
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Confido Business Consultants LLC is a midsize Business Consulting company in Miami, Florida. The team focuses on Business Consulting and Accounting.
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$5,000+$50 - $99 / hr50 - 249
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Launched in 2010, Kinzaad is a Business Consulting company. The team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Mermaid Beach, Australia
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New Wave Financial Planning is a Financial Advising & Planning and Financial Consulting company. Established in 2018, the firm offers Financial Advising & Planning and Financial Consulting.
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$1,000+$50 - $99 / hr2 - 9
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WoBorders OÜ is a branding company. They are headquartered in Tallinn, Estonia, and their services include Branding and Business Consulting.
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$5,000+< $25 / hr50 - 249Cebu City, Philippines
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Accel4U Business Solutions Inc. Is a Finance & Accounting Outsourcing (FAO) company founded in 2024. The company focuses on Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49
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HAL Consulting is a Business Consulting company founded in 2010. The team offers Business Consulting and Finance & Accounting Outsourcing (FAO) and is based in Abu Dhabi, United Arab Emirates.
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$250,000+$300+ / hr10 - 49Madrid, Spain
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Cevas Capital is an Accounting company. The team specializes in Accounting and Financial Advising & Planning and is in Madrid, Spain.
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$1,000+Undisclosed2 - 9Oakville, Canada
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Code CFO, a Fractional CFO Services company, was launched in 2023. Located in Oakville, Canada, the team specializes in Fractional CFO Services and Financial Consulting.
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$5,000+$100 - $149 / hr2 - 9
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Established in 2023, Finton Advisors is a business intelligence company. The small team provides BI & big data consulting & SI and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Kingsley Wealth Partners is a Financial Advising & Planning company. Launched in 2021, the firm is in Cheyenne, Wyoming. Their services include Financial Advising & Planning and Digital Strategy.
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$5,000+Undisclosed50 - 249
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Phoenix Knight Financial Services, a Finance & Accounting Outsourcing (FAO) company, was founded in 2004. The midsize team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+Undisclosed2 - 9
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Market Research company Ophys Insights specializes in Market Research and Business Consulting. They are located in Saint-Denis, France.
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$1,000+$25 - $49 / hr2 - 9
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Premier Revenue Care Partners is a Back Office Outsourcing and Accounting company established in 2025. Their services include Back Office Outsourcing and Accounting.
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$1,000+$50 - $99 / hr2 - 9
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Foster Business Consultants is a Karachi, Pakistan-based Business Consulting company. Established in 2025, the team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49
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Simple Balance is an Accounting company. Their team is headquartered in Chiang Mai, Thailand. The company provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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IT strategy consulting company Precision Consultancy is based in kuwait city, Kuwait. Launched in 2023, the team offers IT strategy consulting and Corporate Training & Coaching.
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$1,000+$25 - $49 / hr2 - 9
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FinanAds is a public relations agency. Their small team is based in Seminole, Florida. Their services include Public Relations and Financial Advising & Planning.
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$5,000+Undisclosed2 - 9Charlotte, NC
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Deal Process Partners is a Financial Advising & Planning company. Their team is in Charlotte, North Carolina and provides Financial Advising & Planning and Business Consulting.
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Undisclosed$25 - $49 / hrFreelancerChicago, IL
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AccLyf, LLC is an Accounting company launched in 2025. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49
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Alai Bookkeeping is an Accounting company. The team is based in San Francisco, California, and their services include Accounting.
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$5,000+< $25 / hr50 - 249
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Insurance Services & Brokers and Insurance Law company Policyian was established in 2021. The agency specializes in Insurance Services & Brokers and Insurance Law.
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$5,000+$150 - $199 / hr2 - 9Paris, France
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L2A ADVISORY is an Accounting company. The team specializes in Accounting and Financial Advising & Planning, and the company is headquartered in Paris, France.
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Undisclosed$50 - $99 / hr2 - 9Missoula, MT
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Accounting and Finance & Accounting Outsourcing (FAO) company Mountainview Accounting & Finance Solutions focuses on Accounting and Finance & Accounting Outsourcing (FAO). They were launched in
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Undisclosed$100 - $149 / hrFreelancer
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Vermaas Bookkeeping Solutions LLC is an Accounting company headquartered in Sacramento, California. They specialize in Accounting and Financial Advising & Planning and were founded in 2025.
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Undisclosed< $25 / hr10 - 49
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Synergic Management Consultants Private Limited is a Back Office Outsourcing company. The agency is based in Islamabad, Pakistan. Their services include Back Office Outsourcing and Accounting.
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$1,000+$50 - $99 / hr2 - 9
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Execuler is a Business Consulting company in Toronto, Canada. Their services include Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49
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M&L Consulting is a small Financial Advising & Planning company. They focus on Financial Advising & Planning and Accounting and were launched in 2020.
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UndisclosedUndisclosed2 - 9Birmingham, England
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Based in Birmingham, England, Linmore Capital is a Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9
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Prosperitee Accounting is a McLean, Virginia-based Accounting company. They provide Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9
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Financial Consulting company Ambrosia Wealth Plus was launched in 2025. The agency offers Financial Consulting and Insurance Services & Brokers.
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Undisclosed$50 - $99 / hr2 - 9T'bilisi, Georgia
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Willsbe LLC is a Business Consulting company. They specialize in Business Consulting and Finance & Accounting Outsourcing (FAO) and were founded in 2019. The company is located in T'bilisi, Georgia.
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UndisclosedUndisclosed2 - 9
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Located in Worth, Illinois, Mid-America Risk is an Insurance Services & Brokers company. They offer Insurance Services & Brokers and were founded in 2020.
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UndisclosedUndisclosedFreelancer
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M Jangid & Associates is a Business Consulting company established in 2019. The firm offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Sonoma Accounting Group is an Accounting company. Founded in 2025, the firm is based in Santa Rosa, California. Their team offers Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr2 - 9
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Launched in 2025, FINTECH BUSINESS ADVISORS (PRIVATE) LIMITED is a Finance & Accounting Outsourcing (FAO) and Accounting company. The team offers Finance & Accounting Outsourcing (FAO) and
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UndisclosedUndisclosed2 - 9
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Established in 2020, brisbane-bookkeeping.com is an Accounting company. The company focuses on Accounting.
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Undisclosed$300+ / hr2 - 9Campbell, CA
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Shruti CPA is an Accounting company. The small Campbell, California-based team provides Accounting and Financial Advising & Planning. The firm was launched in 2015.
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Undisclosed$25 - $49 / hr2 - 9Warszawa, Poland
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Launched in 2022, M&M Finance Group Sp. Z o.o. Is a Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr2 - 9
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Achintya Consultants Inc is an Accounting company headquartered in Spring, Texas. The team provides Accounting.
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$1,000+< $25 / hr10 - 49
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Based in Borehamwood, England, Katalist Intelligent Solutions is a social media marketing company. Their services include Social Media Marketing and Logo.
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$5,000+$150 - $199 / hr2 - 9
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Established in 2025, expandCFO is an e-commerce development company. The team specializes in E-Commerce Development and Accounting.
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UndisclosedUndisclosed2 - 9
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Vertera Financial is a Financial Advising & Planning company. Founded in 2025, the agency is headquartered in Chicago, Illinois. Their team offers Financial Advising & Planning.
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Undisclosed< $25 / hr2 - 9
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25East Corp. Is a Business Consulting company. Launched in 2025, the agency is based in Pasig City, Philippines. Their team offers Business Consulting and Accounting.
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$1,000+Undisclosed2 - 9
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Launched in 2022, Fortium Consulting is a small cloud consulting & SI company headquartered in Edmonton, Canada. Their team specializes in cloud consulting & SI and Cybersecurity.
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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.