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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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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$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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Undisclosed$25 - $49 / hr2 - 9
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EVELYY LLC is a Houston, Texas-based social media marketing company. The team provides Social Media Marketing and Product Design.
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$250,000+$25 - $49 / hr2 - 9
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Business & IT Consultants LLC is an IT strategy consulting company located in Riyadh, Saudi Arabia. They provide IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Dhaka, Bangladesh
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Based in Dhaka, Bangladesh, KE Bookkeeping is a Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr10 - 49Vadodara, India
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ShreeMaa Investment is a Finance & Accounting Outsourcing (FAO) company. They are in Vadodara, India. Their team focuses on Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$1,000+$50 - $99 / hr2 - 9
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C.O.S Collective is a Business Consulting company. The Boston, Massachusetts-based company was launched in 2025. Their team offers Business Consulting and Call Center Services.
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UndisclosedUndisclosed2 - 9
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CT Tax Services is a small Business Consulting and Financial Advising & Planning company. They specialize in Business Consulting and Financial Advising & Planning and were founded in 2000.
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$5,000+Undisclosed10 - 49Cairo, Egypt
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Smart Business VC is a Commercial Financing company. They were established in 2025 and offer Commercial Financing and Financial Advising & Planning.
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$1,000+Undisclosed10 - 49Gurugram, India
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Credit Curators is a Funding & Investment company launched in 2023. The company offers Funding & Investment and Financial Advising & Planning.
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$1,000+$200 - $300 / hr2 - 9
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Founded in 2020, TaxWise CPA, a small Tax Law company, is located in Ann Arbor, Michigan. Their team specializes in Tax Law and Accounting.
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UndisclosedUndisclosed2 - 9
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Angelus is a Fractional CFO Services company. Their team is in Sugar Land, Texas. The agency offers Fractional CFO Services and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Hyderabad, India
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Manex Services is a Commercial Property Management company. Their small team of employees is in Hyderabad, India. Their team offers Commercial Property Management and Accounting.
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Undisclosed< $25 / hr2 - 9
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Small Finance & Accounting Outsourcing (FAO) company Kiamina Accounting Services, is in Port Harcourt , Nigeria. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49
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Kshouf is a Financial Consulting company. They focus on Financial Consulting and Business Continuity Management and were launched in 2018.
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Undisclosed< $25 / hr50 - 249
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Established in 2023, AstroBeam is a Customer Service Outsourcing company. The team offers Customer Service Outsourcing and Call Center Services.
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$1,000+$100 - $149 / hr2 - 9
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Esperance Advisory is an Accounting company. Their team is in Los Angeles, California and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hackensack, NJ
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Launched in 2024, Prosolve CPA is a small Accounting company located in Hackensack, New Jersey. Their team provides Accounting and Financial Advising & Planning.
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$1,000+Undisclosed2 - 9Baulkham Hills, Australia
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Milkshakes & Olives Advice, a Financial Advising & Planning and Insurance Services & Brokers company, offer Financial Advising & Planning and Insurance Services & Brokers. They were founded in 2024.
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$5,000+$25 - $49 / hr10 - 49Jaipur, India
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Business Consulting company Business Nesta` is in Jaipur, India. Founded in 2025, the team offers Business Consulting and Commercial Financing.
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$10,000+$25 - $49 / hr2 - 9Fairfax, VA
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The Ashez Group is a Business Consulting and Accounting company. Located in Fairfax, Virginia, the team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Momentum Consultancy LLC is a Business Consulting company founded in 2024. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249New York, NY
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GBFS International is a midsize Financial Consulting and Financial Advising & Planning company. Founded in 2010, the team specializes in Financial Consulting and Financial Advising & Planning.
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$50,000+$300+ / hr2 - 9
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GigHz, a Business Consulting company, was launched in 2025. The team specializes in Business Consulting and Financial Advising & Planning.
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$1,000+$150 - $199 / hr2 - 9
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Small Business Consulting company Ridgeway Financial Services, is headquartered in Houston, Texas. The team provides Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49
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JAKS Australia, a Business Consulting company, was launched in 2018. The team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49
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In Karachi, Pakistan, Intelnest is an Advertising company. The team offers Advertising and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Antravia LLC is a Finance & Accounting Outsourcing (FAO) company based in Phoenix, Arizona and London, England. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr10 - 49Greater Noida, India
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Ledger Verse Advisors Pvt Ltd, an Accounting company, is in Greater Noida, India. They offer Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2020.
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$10,000+$25 - $49 / hr10 - 49Abuja, Nigeria
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Perite Consulting Limited is a Business Consulting company based in Abuja, Nigeria and Abuja, Nigeria. They offer Business Consulting and Accounting and were founded in 2020.
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$10,000+$300+ / hr250 - 999Raleigh, NC
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Ninety Nine Equity is an Insurance Services & Brokers company. They provide Insurance Services & Brokers and Financial Advising & Planning and are located in Raleigh, North Carolina.
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$1,000+$25 - $49 / hrFreelancer
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Social media marketing company JobSure Executive Assistants was launched in 2025. Located in SeaTac, Washington, the team specializes in Social Media Marketing and Back Office Outsourcing.
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$1,000+$25 - $49 / hr10 - 49
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In Delhi, India, NumeriX Global Pvt. Ltd. Is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$10,000+Undisclosed50 - 249
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Founded in 2019, HOPETIMIZ, a midsize Back Office Outsourcing company, is in Antananarivo, Madagascar. Their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$5,000+$50 - $99 / hr10 - 49
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Established in 2025, Erra ventures is a small IT staff augmentation company. Their services include IT staff augmentation and other IT consulting and SI.
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$1,000+$25 - $49 / hr2 - 9
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Gopi – The Accounting Technician Ltd., an Accounting company, is headquartered in Abbotsford, Canada. They focus on Accounting and Business Consulting and were launched in 2024.
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UndisclosedUndisclosedFreelancer
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Prosperity Finances is a Back Office Outsourcing company. Based in La Palma, California, the company focuses on Back Office Outsourcing and Financial Consulting.
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$1,000+Undisclosed10 - 49Lexington, KY
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Cost Segregation Savings is an Accounting company. The company is based in Lexington, Kentucky. Their team specializes in Accounting and Engineering.
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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.