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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$50,000+$25 - $49 / hr10 - 496th of October , Egypt
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Business Consulting company Scaling Financial Consulting was launched in 2023. The agency offers Business Consulting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosedFreelancer
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Simple Books Bookkeeping, an Accounting company, is in North Port, Florida. Launched in 2025, the team provides Accounting.
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$1,000+Undisclosed2 - 9
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Finance Breeze is a Business Consulting company. The firm is located in Dubai, United Arab Emirates. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
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Finance & Accounting Outsourcing (FAO) company ACCOUNTMATE CONSULTANCY is in Udaipur, India. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$25,000+< $25 / hr10 - 49
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Established in 2023, Carvy Consultants is a Business Consulting company. The company provides Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Belrose, Australia
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Founded in 2023, Virtual Advisors is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and is located in Belrose, Australia.
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$10,000+$25 - $49 / hr10 - 49Delhi, India
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KIS IT Services is an Accounting company established in 2010. Their team specializes in Accounting and Insurance Services & Brokers.
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$5,000+$25 - $49 / hr10 - 49
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PropelSaga Technology Pvt. Ltd. Is a small Vadodara, India-based CRM consulting and SI company. The team focuses on CRM consulting and SI and ERP consulting and SI.
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$1,000+$100 - $149 / hr2 - 9Bengaluru, India
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Taxellence is a Finance Law company launched in 2018. The team specializes in Finance Law and Accounting.
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UndisclosedUndisclosed10 - 49
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AFRCM is a small Tax Law company. Established in 2020, the team focuses on Tax Law and Accounting.
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Undisclosed< $25 / hr10 - 49
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Accounting company Aum Consultancy was launched in 2008. Headquartered in VADODARA, India, the team offers Accounting and Financial Consulting.
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Undisclosed< $25 / hr10 - 49
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Founded in 2022, Configrow is a small Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Dacula, GA
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Launched in 2014, Brenda Lee Financial Services is a Financial Advising & Planning company. The team offers Financial Advising & Planning.
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Undisclosed$25 - $49 / hrFreelancerLeeds, England
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NUMERATE ACCOUNTANTS, an Accounting company, was founded in 2021. They specializes in Accounting.
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$1,000+$50 - $99 / hr2 - 9
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Khafihan is a Business Continuity Management company. The small Abuja, Nigeria-based team focuses on Business Continuity Management and Branding. The agency was established in 2022.
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$1,000+$25 - $49 / hr10 - 49
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Finexus Advisory and Business Solutions is a small Accounting company. Founded in 2025, the team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Kays Tax & Accounting Services is a small Accounting and Business Consulting company. Established in 1995, the team focuses on Accounting and Business Consulting.
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$1,000+$50 - $99 / hr10 - 49Mumbai, India
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ATSCO Corporate Resources is a Back Office Outsourcing company. Their team is headquartered in Mumbai, India and specializes in Back Office Outsourcing and Corporate Training & Coaching.
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$1,000+< $25 / hr2 - 9Surat, India
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Globalytc is an Accounting company. The team provides Accounting and Tax Law, and the firm is based in Surat, India.
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$250,000+$300+ / hr2 - 9Santiago, Chile
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Inigo Consulting is a Business Consulting company. Headquartered in Santiago, Chile, the company was founded in 2021. Their team provides Business Consulting and Financial Advising & Planning.
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$5,000+Undisclosed10 - 49Miami, FL
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UP Credit is a Financial Advising & Planning company. Based in Miami, Florida, the firm was founded in 2024. Their team offers Financial Advising & Planning and Tax Law.
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UndisclosedUndisclosed2 - 9
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Trusty Ledgers Bookkeeper Sydney is an Accounting company based in Sydney, Australia. The team specializes in Accounting.
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$10,000+$50 - $99 / hrFreelancer
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Ranil Dias, a Financial Consulting company, was founded in 2024. The team focuses on Financial Consulting and Business Consulting.
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$1,000+$200 - $300 / hr50 - 249
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Business Consulting company Accountants and Tax Auditors, SANTIUSTE CORPORATION BUSINESS ADVISORS is in Puebla, Malawi. The team provides Business Consulting and Corporate Training & Coaching.
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$100,000+< $25 / hr10 - 49Hubballi, India
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Beacon 360 Healthcare Consultants is an Insurance Services & Brokers company. Their small team is headquartered in Hubballi, India. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosedFreelancer
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Founded in 2023, Financial Connect is a small Fairview, New Jersey-based Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Frisco, TX
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Founded in 2025, FAS Accounting is an Accounting company. The firm focuses on Accounting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed10 - 49Lucknow, India
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CASHWAVE MANAGEMENT PRIVATE LIMITED is an Accounting and Financial Advising & Planning company founded in 2025. The company offers Accounting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Accrulyn Financial Services is a small Accounting company based in Torrance, California. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Dallas, TX
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EnergyCore Merchant Services is a Financial Advising & Planning company. The Dallas, Texas-based agency provides Financial Advising & Planning.
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$50,000+$300+ / hr10 - 49Maryland Heights, MO
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Healthcare Billing Services is a Finance & Accounting Outsourcing (FAO) company. Located in Maryland Heights, Missouri, the company offers Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed< $25 / hr50 - 249Pompano Beach, FL
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Recruiting company Nearshore USA was founded in 2016. The midsize team provides Recruiting and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Johannesburg, South Africa
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Founded in 2025, Sales Tax Compliance USA is a Tax Law company. The team offers Tax Law and Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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In New York, New York, TrueBind is an Insurance Services & Brokers company. They provide Insurance Services & Brokers and were launched in 2025.
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$10,000+$150 - $199 / hr2 - 9Agoura Hills, CA
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Brett J. Federer Accounting is a small Accounting company. They offer Accounting and were launched in 2026.
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Undisclosed< $25 / hr2 - 9Varna, Bulgaria
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Bulgaria Company Setup, a Business Consulting company, specializes in Business Consulting and Accounting. The firm is headquartered in Varna, Bulgaria.
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$1,000+$50 - $99 / hr10 - 49Bengaluru, India
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Astravise Services Pvt Ltd is a Bengaluru, India-based Accounting company. They offer Accounting and Staffing and were established in 2024.
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$1,000+$50 - $99 / hr10 - 49
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Salesa Tax Africa is a small Accounting company founded in 2022. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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CA PR Varma & Co., an Accounting and Financial Consulting company, was founded in 2019. The small team provides Accounting and Financial Consulting.
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$1,000+Undisclosed2 - 9Chicago, IL
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SMF Cost Segregation Advisors is a small Accounting company. They offer Accounting and Financial Consulting and were founded in 2025.
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UndisclosedUndisclosed2 - 9Lafayette, LA
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Founded in 2025, Credence Insured and Financial Service is a small Lafayette, Louisiana-based Commercial Financing company. Their team focuses on Commercial Financing and Insurance Services &
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$1,000+< $25 / hr50 - 249
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Credfico Consultancy Pvt Ltd is a Back Office Outsourcing company. The company is in Mumbai, India. Their services include Back Office Outsourcing and Accounting.
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$1,000+$100 - $149 / hr2 - 9
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Accounting Houce Company Inc. Is a small Milton, Canada-based Accounting company. The team provides Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr10 - 49
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Founded in 2022, TAPI KPO is a small Accounting company in Mumbai, India. Their team provides Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr50 - 249Eugene, OR
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Isler Wealth Management, a Financial Advising & Planning company, is headquartered in Eugene, Oregon. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
Services provided
In Las Vegas, Nevada, Guzman Tax Accountanting & Multiservices is an Accounting company. They specialize in Accounting and Business Valuation Services.
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$1,000+$50 - $99 / hr2 - 9Jersey City, NJ
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Accounting company AccMan Consultancy was established in 2018. The company specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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$50,000+$150 - $199 / hr2 - 9Grande Prairie, Canada
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In Grande Prairie, Canada, David G. Richardson Professional Corporation, CPA is an Accounting company. Founded in 2010, the team specializes in Accounting and Digital Asset Management.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Better Books Canada - Bookkeeping & Tax Accountants is an Accounting company. They are located in Ottawa, Canada and have small team of experts. Their services include Accounting.
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$1,000+< $25 / hr2 - 9
Services provided
Centre for Fintech & Strategic Business Research (CFSBR), a Market Research company, is in Dhaka, Bangladesh. Their services include Market Research and Financial Advising & Planning.
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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.