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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Undisclosed$100 - $149 / hr2 - 9
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Books4U, an Accounting company, was founded in 2020. The small team offers Accounting.
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$250,000+$300+ / hr2 - 9Pétange, Luxembourg
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ICI Invest SA is a Commercial Property Management company. They are located in Pétange, Luxembourg, and their services include Commercial Property Management and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9New Delhi, India
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Perfect Finglobe, an Accounting company, is located in New Delhi, India. The team focuses on Accounting and Commercial Financing.
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Undisclosed$100 - $149 / hr2 - 9
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Privy In Equity is a Back Office Outsourcing company. They were founded in 2025, and their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$5,000+$25 - $49 / hr10 - 49
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Web design company Viet Access Partners Co., was established in 2025. Based in Hochiminh city, Vietnam, the team focuses on Web Design and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Established in 2025, Subtitle Financial is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Bangkok, Thailand
Services provided
Accounting company PND50 Co., Ltd. Was established in 2025. Located in Bangkok, Thailand, the team offers Accounting and Tax Law.
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$1,000+$25 - $49 / hr10 - 49Budapest, Hungary
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FABO Accounting Kft. Is an Accounting company established in 2023. The team provides Accounting and is based in Budapest, Hungary.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Setupzo is a small Dubai, United Arab Emirates-based Business Consulting company. Their services include Business Consulting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9
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Navika Enterprises, a Business Consulting company, was launched in 2021. In Delhi , India, the team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Indian Tax Planning is an Accounting company. They are based in Delhi, India. Their team focuses on Accounting and Business Consulting.
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$25,000+Undisclosed10 - 49
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EmpowerHer Bookkeeping is an Accounting company. They focus on Accounting and Financial Advising & Planning and were launched in 1995. The agency is headquartered in Coral Springs, Florida.
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UndisclosedUndisclosed2 - 9East Kilbride, Scotland
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Clyde Health Ltd is an Insurance Services & Brokers company. The East Kilbride, Scotland-based team focuses on Insurance Services & Brokers.
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$1,000+$25 - $49 / hr10 - 49
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Founded in 2025, Cargoinsurepro is an Insurance Services & Brokers company. The company provides Insurance Services & Brokers, and is small.
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$1,000+$25 - $49 / hr2 - 9
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Pracownia Rachunkowości Sp. Z o.o. Is a small Wrocław, Poland-based Business Consulting company. The team specializes in Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249
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Proowrx LLP is a Back Office Outsourcing company. Launched in 2020, their team focuses on Back Office Outsourcing and Accounting.
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$5,000+< $25 / hr10 - 49
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MRE Partners LLP is a Back Office Outsourcing company established in 2005. Located in Mississauga, Canada, the team specializes in Back Office Outsourcing and Commercial Financing.
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$1,000+Undisclosed2 - 9Sheridan, WY
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In Sheridan, Wyoming and Chandigarh, India, MedIntelix Global is a Back Office Outsourcing company. They provide Back Office Outsourcing and Accounting.
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Undisclosed< $25 / hr2 - 9
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STRATWISE GLOBAL LLP is a Business Consulting company. Their small team of employees is located in Udaipur, India. Their team provides Business Consulting and Accounting.
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UndisclosedUndisclosedFreelancer
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Tall Tax & Business is an Accounting company. They provide Accounting and Financial Advising & Planning and were founded in 2025.
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$1,000+< $25 / hr2 - 9
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Dexter Accountant, a small Accounting company, is located in Gazipur, Bangladesh. The team specializes in Accounting and Financial Advising & Planning.
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$1,000+$100 - $149 / hr2 - 9
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Launched in 2019, Accountrix Canada | Bookkeeping, Tax & Cloud Accounting experts is an Accounting company. The team offers Accounting and Fractional CFO Services.
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$10,000+$50 - $99 / hr2 - 9
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Accounting company Exquisite Ltd was launched in 2009. The small team offers Accounting.
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$1,000+Undisclosed10 - 49
Services provided
KD Accounting is a Business Consulting company founded in 2000. The small team offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49
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Established in 2020, Petally Financial Consultants is a Business Consulting company. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Small Accounting company Arabian Capital Consultants, is in Sharjah Publishing City Free Zone, United Arab Emirates. Their services include Accounting and Financial Consulting.
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$1,000+< $25 / hr2 - 9
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GrowwTec is a social media marketing agency. Established in 2021, their team provides Social Media Marketing and Search Engine Optimization.
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Undisclosed< $25 / hr10 - 49
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Established in 2022, Advisory Way is a Back Office Outsourcing company. The small team provides Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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Undisclosed< $25 / hrFreelancerChandigarh, India
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Small Accounting company U.S. TAX BAY, is headquartered in Chandigarh, India. The team specializes in Accounting and Tax Law.
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$1,000+$25 - $49 / hr10 - 49Dhaka, Bangladesh
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AccountEx BPO is an Accounting company. Their small team is based in Dhaka, Bangladesh and focuses on Accounting. The company was founded in 2023.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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MdoFinanse Marzena Owczarzak is a Business Consulting and Accounting company. Launched in 2024, the company is in Poznań, Poland. Their team specializes in Business Consulting and Accounting.
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$250,000+$300+ / hr2 - 9London, England
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Mitro Capital is a Financial Advising & Planning company located in London, England. They specialize in Financial Advising & Planning and Funding & Investment.
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$1,000+Undisclosed2 - 9
Services provided
Bridgepoint CFO Solutions, LLC, a Fractional CFO Services company, is based in Omaha, Nebraska. They provide Fractional CFO Services and Accounting and were established in 2025.
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$1,000+$50 - $99 / hr2 - 9
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Techbrot Inc, an Accounting company, was founded in 2023. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Sugar Land, TX
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The Tax Lyfe is an Accounting company. The team is in Sugar Land, Texas, and their services include Accounting.
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UndisclosedUndisclosed250 - 999
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Cybersecurity company ASC Group was established in 1995. The midsize team offers Cybersecurity and Business Consulting.
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$1,000+< $25 / hr2 - 9
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Accounting company Simply Tax Solutions was launched in 2010. The firm provides Accounting.
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UndisclosedUndisclosed2 - 9
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Infinity Accounting is an Accounting company. The team provides Accounting and is headquartered in Market Deeping, England.
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Undisclosed$25 - $49 / hr10 - 49
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Established in 2025, TMG Global LLC is a Business Consulting company. In Dubai, United Arab Emirates, the team focuses on Business Consulting and Translation.
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$1,000+$25 - $49 / hr50 - 249
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5KeysSolution is a Business Consulting company. They were established in 2018 and focus on Business Consulting and Accounting.
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Undisclosed$100 - $149 / hr2 - 9
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Financial Engineering is a Marcellinara, Italy-based Business Consulting company. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Accounting company Green Visor Accounting was established in 2020. Located in Palm Beach Gardens, Florida, the team offers Accounting and Business Consulting.
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$1,000+$50 - $99 / hr10 - 49Marlboro Township, NJ
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The MCT Associates LLC, an Accounting company, is in Marlboro Township, New Jersey. Founded in 2021, the team offers Accounting and Business Consulting.
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$1,000+$50 - $99 / hr2 - 9Sheridan, WY
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Founded in 2025, Arkez Invest LLC is a small Financial Advising & Planning and Financial Consulting company. Their team specializes in Financial Advising & Planning and Financial Consulting.
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$5,000+$25 - $49 / hr10 - 49
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Established in 2014, WHITE PAPER ADVISORY is a Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Accounting.
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$75,000+< $25 / hr2 - 9
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WealthPro Investment Consultant LLC is a Market Research company. The Dubai, United Arab Emirates-based agency focuses on Market Research and Financial Advising & Planning.
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$5,000+$50 - $99 / hr2 - 9Abu Dhabi, United Arab Emirates
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PRO Hub, a Business Consulting company, is in Abu Dhabi, United Arab Emirates. They specialize in Business Consulting and Document Digitization & Management.
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$10,000+$200 - $300 / hr2 - 9
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In Dubai, United Arab Emirates, The Key Advisory is a Marketing Strategy company. The team provides Marketing Strategy and Digital Strategy.
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$10,000+< $25 / hr50 - 249
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Accounting company Avantage Partners Private Limited is based in Faridabad, India. Their services include Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr2 - 9
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PACS is a Back Office Outsourcing company. The team offers Back Office Outsourcing and Finance & Accounting Outsourcing (FAO) and is in Kolkata, India and London, England.
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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.