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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UndisclosedUndisclosed2 - 9Tulsa, OK
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Preston Smith, PLLC is a small Accounting company. Founded in 2011, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Tulsa, OK
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Burkeen Clagg Bartel, an Accounting company, was launched in 2010. They focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tulsa, OK
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Balancing Act Accounting LLC is an Accounting company. They are based in Tulsa, Oklahoma. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Virginia Beach, VA
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DesRoches & Company, CPAs, PC is an Accounting company based in Virginia Beach, Virginia. They specialize in Accounting and Business Consulting and were launched in 1985.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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Stephen Merritt, CPA, PC is an Accounting company located in Virginia Beach, Virginia. They specialize in Accounting and Business Consulting and were founded in 1995.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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Stewart & Company is an Accounting company launched in 1977. The team specializes in Accounting and Business Consulting and is based in Virginia Beach, Virginia.
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UndisclosedUndisclosed10 - 49Virginia Beach, VA
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Jones CPA Group, P.C. Is a small Virginia Beach, Virginia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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NLP CPAs, P.C. Is a small Virginia Beach, Virginia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
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Machspeed Human Resources is a HR Consulting company. Their small team is based in Singapore, Singapore. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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Espinoza & Company CPA and IT Consulting is an Accounting company. Launched in 2009, the agency is located in Virginia Beach, Virginia. Their team focuses on Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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Small Accounting company Dawson's Accounting, is headquartered in Virginia Beach, Virginia. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Virginia Beach, VA
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Harry Jernigan CPA Attorney, P.C. Is an Accounting company. The team is in Virginia Beach, Virginia, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
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8Hunters International is a HR Consulting company. They specialize in HR Consulting and Accounting and were established in 2008.
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UndisclosedUndisclosed10 - 49Virginia Beach, VA
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Zukerman & Associates, Ltd. Is a small Accounting company located in Virginia Beach, Virginia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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LaRossa & Co is an Accounting company. They are located in Virginia Beach, Virginia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Singapore, Singapore
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Advent Resource Consultancy, a HR Consulting company, focus on HR Consulting and Accounting. They were established in 2000.
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UndisclosedUndisclosed50 - 249Wichita, KS
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Allen, Gibbs & Houlik, L.C. Is an Accounting company. They are based in Wichita, Kansas. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Wichita, KS
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Accounting company Kirkpatrick, Sprecker & Company, LLP is in Wichita, Kansas. Launched in 1963, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wichita, KS
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Located in Wichita, Kansas, Regier and Juresic, LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wichita, KS
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Busby Ford & Reimer, LLC is a small Wichita, Kansas-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Panamá, Panama
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Established in 2008, Panama Outsourcing is a HR Consulting company. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Wichita, KS
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Criser Gough & Parrish LLC, a small Accounting company, is headquartered in Wichita, Kansas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wichita, KS
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Hanneman CPA PA is an Accounting company. Headquartered in Wichita, Kansas, the firm was established in 2004. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Wichita, KS
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Established in 1980, Dunning & Dunning LTD is a small Wichita, Kansas-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wichita, KS
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Small Accounting company Sabala, Harmon & Case CPAs, PA, is in Wichita, Kansas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wichita, KS
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Hampton & Hampton Public Accounting, Inc. Is a small Accounting company in Wichita, Kansas. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wichita, KS
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Cook CPA, LLC is an Accounting company. Founded in 2017, the company is based in Wichita, Kansas. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Singapore
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Launched in 2012, Connectus Group is a HR Consulting company. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Wichita, KS
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J. Diane Dunn, CPA LLC is an Accounting company established in 1992. The team offers Accounting and is in Wichita, Kansas.
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UndisclosedUndisclosedFreelancerSanta Rosa, CA
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Kenneth W. Escobar, CPA is an Accounting company. They are based in Santa Rosa, California and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Santa Rosa, CA
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Bollinger, Glenn, Guattery, Gunn & McAravy, LLP, an Accounting company, is located in Santa Rosa, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
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Montgomery Taylor Family of Companies is an Accounting company. Their small team is based in Santa Rosa, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerSanta Rosa, CA
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In Santa Rosa, California, Summer Morris, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Santa Rosa, CA
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Founded in 1979, Zainer Rinehart Clarke is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
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Muegge Baldi Hardcastle is an Accounting company. Their small team is headquartered in Santa Rosa, California. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Santa Rosa, CA
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Dillwood Burkel & Millar, LLP, an Accounting company, is headquartered in Santa Rosa, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
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Cromwell Tax & Bookkeeping is an Accounting company. In Santa Rosa, California, the firm was founded in 1983. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Santa Rosa, CA
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Allen Wine Group LLP, an Accounting company, is in Santa Rosa, California. They focus on Accounting and were established in 2010.
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UndisclosedUndisclosed50 - 249Chicago, IL
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Headquartered in Chicago, Illinois, Resolution Economics is a Business Consulting company. The team specializes in Business Consulting and HR Consulting.
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UndisclosedUndisclosed2 - 9Chicago, IL
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DLW Business Consultants Ltd. Is a small Chicago, Illinois-based Business Consulting company. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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DIESVI Desarrollo Informático, S.C. Is a custom software development firm. Their team is located in Ciudad de México, Mexico and provides Custom Software Development and Accounting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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AIRAM TECNOLOGÍA, PROCESOS E INFORMACIÓN is a custom software development firm. Their team is headquartered in Ciudad de México, Mexico and offers Custom Software Development and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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SJC Business Management Inc., a small Business Consulting company, is headquartered in Los Angeles, California. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249New York, NY
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Business Consulting company The Kenrich Group LLC is headquartered in New York, New York. Established in 2004, the team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Established in 2000, Toomari Business Consultants is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
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Acc-Link is a HR Consulting company. Their small team is located in Singapore, Singapore. Their team focuses on HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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In San Jose, California, Crawford Pimentel Corporation is a small Accounting company. Their services include Accounting and IT managed services.
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UndisclosedUndisclosed10 - 49San Jose, CA
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Weber and Company, Inc. Is an Accounting company. Their small team is in San Jose, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Jose, CA
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Wubbels & Duffy CPAs RLLP is a small San Jose, California-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Jose, CA
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MHTB Accountancy Group of Silicon Valley, a small Accounting company, is headquartered in San Jose, California. 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.