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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$1,000+Undisclosed2 - 9
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Accounting company KoinTaxPro was founded in 2023. Based in Lahore, Pakistan, the team offers Accounting.
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UndisclosedUndisclosed10 - 49
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Taxfinman Global Private Limited, a Business Consulting company, is based in Delhi, India. They focus on Business Consulting and Accounting.
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Undisclosed$100 - $149 / hr50 - 249
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SB INCORPOREAL is a Business Consulting company. They focus on Business Consulting and Commercial Brokerage Services and were founded in 2006.
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Undisclosed< $25 / hr10 - 49
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Swenta Technologies is a Business Consulting company established in 2010. The company focuses on Business Consulting and Back Office Outsourcing, and is small.
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UndisclosedUndisclosed2 - 9
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JOT Accountants is a web development firm and Accounting company. Located in Manchester, England, the agency offers Web Development and Accounting.
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Undisclosed$50 - $99 / hr10 - 49
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BANSILAL SHAH & CO. Is an Accounting company. Founded in 1979, the agency is located in Udaipur, India. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr50 - 249Queens, NY
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Launched in 2023, Trademark Elevate, a midsize web design agency, is located in Queens, New York. Their team specializes in Web Design and Business Consulting.
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$1,000+$50 - $99 / hr2 - 9
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Finance & Accounting Outsourcing (FAO) company CFO2Growth was founded in 2020. The firm focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is small.
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$50,000+$150 - $199 / hr2 - 9
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Launched in 2024, LTIP Funding Company Limited is a small Business Consulting company. Their services include Business Consulting and Engineering.
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$5,000+UndisclosedFreelancer
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Corporate Receivables Solutions is a Back Office Outsourcing company. Their team is headquartered in London, England and focuses on Back Office Outsourcing and Business Consulting.
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$10,000+$25 - $49 / hr50 - 249
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ITStaffio is an IT staff augmentation company. Launched in 2010, their team focuses on IT staff augmentation and Accounting.
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$5,000+$200 - $300 / hr2 - 9
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Back Office Outsourcing company Profesionales en Servicios Gmrecap was founded in 2000. The team provides Back Office Outsourcing and Accounting.
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Undisclosed$300+ / hr2 - 9Atlanta, GA
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Emergent Financial Group, a Financial Advising & Planning company, specialize in Financial Advising & Planning and Insurance Services & Brokers. They were launched in 2021.
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$1,000+$25 - $49 / hr10 - 49Aurora, IL
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Launched in 2020, Veemi Accounting Solutions is an Accounting company. The small team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Kenneth J Filipponi CPA MBA, an Accounting company, was established in 2020. They provides Accounting.
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UndisclosedUndisclosed2 - 9
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Dyamonte Investimentos is a Commercial Financing company. They are headquartered in Itaim Bibi, Brazil, and their services include Commercial Financing and Financial Advising & Planning.
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$10,000+$300+ / hrFreelancer
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Small Fractional CFO Services company Anglade Advisory, is headquartered in New York, New York. The team focuses on Fractional CFO Services and Financial Consulting.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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RealBooks Pro is an Accounting company established in 2023. The small team provides Accounting and Financial Advising & Planning.
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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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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.