Top Financial Services Firms
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Featured
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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$1,000+$25 - $49 / hr50 - 249San Marcos, CA
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IT managed services company Tri-Community Answering Service was launched in 1968. The midsize team offers IT managed services and Call Center Services.
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$1,000+$100 - $149 / hr2 - 9Sofia, Bulgaria
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Founded in 2012, Bulcon Group is a small Sofia, Bulgaria-based Recruiting company. Their services include Recruiting and HR Consulting.
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$1,000+$25 - $49 / hr10 - 49Zagreb, Croatia
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BDO Croatia, a Finance & Accounting Outsourcing (FAO) company, is based in Zagreb, Croatia. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr1,000 - 9,999Warszawa, Poland
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Rödl & Partner is a large Accounting company established in 1977. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$10,000+$150 - $199 / hr50 - 249Bruxelles, Belgium
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Fipra Bulgaria is an Accounting and PR firm. In Bruxelles, Belgium, their team offers Accounting and Public Relations.
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$1,000+$25 - $49 / hr2 - 9Rīga, Latvia
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Small Accounting company Financial Intelligence, is headquartered in Rīga, Latvia. The team specializes in Accounting and HR Consulting.
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$1,000+$25 - $49 / hr10 - 49Rīga, Latvia
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Accounting company Primum was launched in 2008. The company focuses on Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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$1,000+$25 - $49 / hr2 - 9Mārupe, Latvia
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Maconi is a small Mārupe, Latvia-based Finance & Accounting Outsourcing (FAO) company. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr2 - 9Burgas, Bulgaria
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Headquartered in Burgas, Bulgaria, Nominal Ltd is a small Accounting company. The team offers Accounting and HR Consulting.
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$5,000+$100 - $149 / hr10 - 49Etyek, Hungary
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Founded in 2007, Korda Studio is a small video production agency in Etyek, Hungary. Their team offers Video Production and Accounting.
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$1,000+$25 - $49 / hr2 - 9Budapest, Hungary
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HR Consulting company RASS Hungary specializes in HR Consulting and Accounting. They were established in 2004.
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$1,000+$25 - $49 / hr50 - 249Budapest, Hungary
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RSM Hungary, an Accounting company, was established in 2001. The team provides Accounting and Back Office Outsourcing.
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$1,000+$25 - $49 / hr10 - 49Budapest, Hungary
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Based in Budapest, Hungary, FirmaX Hungary is a Back Office Outsourcing company. Founded in 2006, the team provides Back Office Outsourcing and Accounting.
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$1,000+$25 - $49 / hr250 - 999Budapest, Hungary
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Process Solutions, a Finance & Accounting Outsourcing (FAO) company, specialize in Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing. They were launched in 1999.
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$1,000+$25 - $49 / hr2 - 9Budapest, Hungary
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EuPHONE LINE Kft., a call center, was launched in 2007. The agency focuses on Call Center Services and Accounting, and is small.
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$1,000+$25 - $49 / hr50 - 249Makati, Philippines
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Quinn Data Facilities, Inc is an Accounting company. The Makati, Philippines-based firm was launched in 2007. Their team provides Accounting and Web Development.
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$5,000+$100 - $149 / hr10 - 49Brisbane, Australia
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Emu Design is a small web design company based in Brisbane, Australia. Their services include Web Design and Accounting.
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$5,000+$100 - $149 / hr10 - 49Tulsa, OK
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Launched in 2008, LUXA Enterprises is a small Tulsa, Oklahoma-based HR Consulting company. Their services include HR Consulting and Accounting.
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$5,000+$100 - $149 / hr10 - 49Tulsa, OK
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Premier Consulting Partners, a HR Consulting company, provide HR Consulting and Accounting. They were launched in 2005.
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$1,000+< $25 / hr10 - 49Makati, Philippines
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HR Consulting company Triple i Consulting was launched in 2007. The firm specializes in HR Consulting and Business Consulting, and is small.
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$5,000+$50 - $99 / hr50 - 249Beijing, China
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Zhongrui Yuehua is an Accounting company. They are located in Beijing, China and Beijing, Andorra and have midsize team. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr50 - 249Mumbai, India
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Corporate Ladder Consultants is a HR Consulting company. Based in Mumbai, India, the team specializes in HR Consulting and Accounting.
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$1,000+< $25 / hr50 - 249Chennai, India
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Superior Talent India is a HR Consulting company. They were founded in 2011 and offer HR Consulting and Accounting.
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$1,000+< $25 / hr50 - 249Noida, India
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Genesis Zeal Multi Solution is a custom software development firm. The team provides Custom Software Development and HR Consulting, and the firm is located in Noida, India.
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$1,000+< $25 / hr10 - 49Gurugram, India
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Established in 1989, Caliber Human Resources, a small Accounting and HR Consulting company, is headquartered in Gurugram, India. Their services include Accounting and HR Consulting.
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$1,000+< $25 / hr2 - 9San Borja, Peru
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ASISTEL SRL, a HR Consulting company, was founded in 2008. The company focuses on HR Consulting and Accounting, and is small.
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$1,000+< $25 / hr10 - 49Chiyoda City, Japan
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Nakamoto & Company is an Accounting company. Their small team is located in Chiyoda City, Japan. Their services include Accounting and HR Consulting.
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$1,000+< $25 / hr2 - 9Chuo City, Japan
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Accounting company VentureINQ was launched in 2010. Headquartered in Chuo City, Japan, the team offers Accounting.
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$1,000+< $25 / hr2 - 9
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Established in 2011, Riaison International is an Accounting company. The company offers Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$50 - $99 / hr1,000 - 9,999Shenzhen Shi, China
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Shenzhen Financial Services (CFSS) Co.Ltd. Is an Accounting company. The Shenzhen Shi, China-based company provides Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr1,000 - 9,999Quito, Ecuador
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Adecco EC is a HR Consulting company. The team is located in Quito, Ecuador, and their services include HR Consulting and Accounting.
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$5,000+$100 - $149 / hr10 - 49Kuala Lumpur, Malaysia
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Keeyaa is an Accounting and Business Consulting company established in 2003. The small team focuses on Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Singapore, Singapore
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Talentvis is an Accounting company. Their small team of employees is based in Singapore, Singapore. Their team specializes in Accounting and Staffing.
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$1,000+< $25 / hr2 - 9Bhopal, India
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GenNext Human Resource Management is a HR Consulting company. The firm is based in Bhopal, India. Their services include HR Consulting and Accounting.
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$1,000+< $25 / hr2 - 9Ahmedabad, India
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J & V Human Resources Services is a HR Consulting company launched in 2012. The team provides HR Consulting and Accounting and is in Ahmedabad, India.
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$1,000+$25 - $49 / hr2 - 9Akron, OH
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Stinnett Padrutt & Aranyosi is an Accounting company. They are in Akron, Ohio. Their team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Akron, OH
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Houston Fearer, Ltd. Is an Accounting company. They are headquartered in Akron, Ohio and have small team. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Fairlawn, OH
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Located in Fairlawn, Ohio, Winer+Bevilacqua, Inc is a small Accounting company. The team specializes in Accounting and IT managed services.
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$1,000+$25 - $49 / hr2 - 9Akron, OH
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Sullivan & Company, LLC is an Accounting company. Located in Akron, Ohio, the agency provides Accounting and Business Consulting.
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$1,000+< $25 / hr2 - 9New Delhi, India
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Founded in 2014, EZ HR Consultants is a HR Consulting company. Their team focuses on HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Minato-ku, Japan
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HTM is a HR Consulting company. They provide HR Consulting and Finance & Accounting Outsourcing (FAO) and were launched in 1987. The firm is based in Minato-ku, Japan.
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$1,000+< $25 / hr10 - 49Mumbai, India
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Be3 Human Resource Management is a Mumbai, India-based HR Consulting company. They focus on HR Consulting and Accounting.
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$1,000+$25 - $49 / hr10 - 49Akron, OH
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LUX & ASSOCIATES CPA, INC is an Accounting company. Their small team is in Akron, Ohio. Their team specializes in Accounting and Business Consulting.
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$1,000+< $25 / hr50 - 249Shinjuku City, Japan
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Tokyo Consulting Group, an Accounting company, is located in Shinjuku City, Japan. The team focuses on Accounting and HR Consulting.
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$1,000+$25 - $49 / hr50 - 249Fairlawn, OH
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Bober Markey Fedorovich, an Accounting company, is in Fairlawn, Ohio and Cleveland, Ohio. The team provides Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Delhi, India
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Launched in 2007, Aspire India, a small HR Consulting company, is located in Delhi, India. Their team focuses on HR Consulting and Accounting.
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$1,000+< $25 / hr10 - 49Shibuya City, Japan
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Mannet is a HR Consulting company. Established in 1986, the team offers HR Consulting and Accounting.
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$1,000+< $25 / hr10 - 49Pune, India
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HR Remedy is an Accounting company. Their team is headquartered in Pune, India. The company focuses on Accounting and Staffing.
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$1,000+< $25 / hr10 - 49Chiyoda City, Japan
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Accounting company OC & Associates offers Accounting and HR Consulting. They were founded in 1992.
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$1,000+$25 - $49 / hr2 - 9Akron, OH
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Lipkin & Co. Is a small Akron, Ohio-based Accounting company. Their services include Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.