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+$100 - $149 / hr50 - 249
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Accountimize is an Accounting company. Their midsize team of employees is based in Toronto, Canada. Their team focuses on Accounting.
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Undisclosed$25 - $49 / hr2 - 9Chester, England
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Phillips & Co Accountants - Accountants Chester is a Chester, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249
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Founded in 2017, HMS USA LLC Medical Billing Company is an Accounting company. The team specializes in Accounting and Business Consulting and is in Floral Park, New York.
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UndisclosedUndisclosed2 - 9
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Boris Desancic, a small Financial Advising & Planning company, is based in Bothell, Washington and Bothell, Washington. Their services include Financial Advising & Planning.
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$1,000+$200 - $300 / hr2 - 9Hamilton, Canada
Services provided
See all 1 projectsNBG Chartered Professional Accountant Professional Corporation offers services in tax preparation and planning, with a focus on accuracy and timely delivery. Clients consistently praise their professionalism and strong work ethic, indicating high satisfaction with their bookkeeping and CPA services. The company's alignment with client values and positive reviews contribute to their strong reputation in the accounting sector.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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See all 1 projectsJones, Schiller & Littman is a forensic accounting firm specializing in financial analysis and auditing services. The reviews indicate a lack of successful outcomes, with consistent feedback about poor communication and incomplete financial reporting. Notably, 100% of the reviewers expressed dissatisfaction with their services, highlighting issues like ineffective workflow, unmet expectations, and inadequate handling of financial documentation.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Pooley Accounting Services is an Accounting company located in St. Louis, Missouri. Their services include Accounting and Corporate Training & Coaching.
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$1,000+< $25 / hr10 - 49Jaipur, India
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Established in 2017, B K Goyal & Co LLP Chartered Accountants is a Business Consulting company. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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MWJ Consultancy, an Accounting company, is headquartered in Lindenhurst, New York. They provide Accounting and were launched in 2000.
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$1,000+$25 - $49 / hr2 - 9Pune, India
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Financial Advising & Planning company Value Focused is headquartered in Pune, India. They focus on Financial Advising & Planning and were established in 2015.
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Undisclosed$25 - $49 / hr10 - 49Marlow, England
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Launched in 2006, UK Mortgage Broker is a small Financial Advising & Planning company. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Founded in 2019, Altmaven Capital is a small Business Consulting company. Their services include Business Consulting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49Jaipur, India
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Apstia Private Limited is a Cybersecurity company founded in 2019. The firm focuses on Cybersecurity and IT managed services, and is small.
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$5,000+$25 - $49 / hr50 - 249
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See all 1 projectsSPC NXT Consulting specializes in application development, encompassing requirements gathering, design, development, testing, deployment, and ongoing maintenance. Reviews highlight their proficiency in delivering visually appealing, user-friendly applications while maintaining active communication and support. Clients appreciate the seamless user experience and successful deployment, though suggestions include increasing team size for enhanced capacity.
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UndisclosedUndisclosed250 - 999Calgary, Canada
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Launched in 1952, FBC Farm and Small Business Tax Consultants is an Accounting company. Their team provides Accounting.
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$250,000+< $25 / hr250 - 999Lisboa, Portugal
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Altice Empresas is a Customer Service Outsourcing company based in Lisboa, Portugal. Launched in 1990, the team specializes in Customer Service Outsourcing and Back Office Outsourcing.
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$10,000+$50 - $99 / hr10 - 49Al Kuwayt, Kuwait
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Established in 2010, GBS Technology Co. Is a small Al Kuwayt, Kuwait-based CRM consulting and SI company. Their services include CRM consulting and SI and ECM consulting and SI.
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$1,000+Undisclosed50 - 249
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Fast Cloud Global, a Finance & Accounting Outsourcing (FAO) company, is in Sheridan, Wyoming. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr50 - 249Essendon, Australia
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Established in 1990, JLC General Insurance is an Insurance Services & Brokers company. The firm offers Insurance Services & Brokers, and is midsize.
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$10,000+$100 - $149 / hr10 - 49Windsor, Canada
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Launched in 2000, Accountants 2.0 is a small Financial Advising & Planning company. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Pune, India
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JATIN RATHOR & ASSOCIATES CHARTERED ACCOUNTANTS, an Accounting company, is located in Pune, India. They focus on Accounting and Commercial Financing and were established in 2013.
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$1,000+$25 - $49 / hr10 - 49Bristol, England
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See all 1 projectsBritsco Business Solutions offers comprehensive accounting services, including VAT filing and year-end tax preparation. Clients commend their high standards of work ethic and business consulting acumen, noting a significant improvement in financial performance. Britsco Business Solutions is recognized for their excellent bookkeeping, CPA services, and delivering outstanding value with a clear focus on meeting deadlines and client needs.
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Undisclosed< $25 / hr250 - 999
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See all 1 projectsAccounting To Taxes offers bookkeeping, tax preparation, and financial reporting services. Reviews highlight their timely delivery, accuracy, and seamless communication, particularly emphasizing their efficiency during tax season and error-free reporting. Clients, including CPAs, commend their professional handling of accounting back-office tasks, attributing improvements in process management and overall efficiency to their services.
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$1,000+Undisclosed10 - 49Atlanta, GA
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Paces Ferry Wealth Advisors is a Financial Advising & Planning company. Founded in 2019, the team provides Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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IFC - Intelligent Finance Consultants is an Accounting company. Based in Dubai, United Arab Emirates, the team focuses on Accounting.
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$5,000+$50 - $99 / hr10 - 49T'bilisi, Georgia
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ACG - Audit & Consulting Group LLC is a small Finance & Accounting Outsourcing (FAO) company. Established in 2005, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$25 - $49 / hr2 - 9Feltham, England
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Regal Accountants is an Accounting company. Located in Feltham, England, their small team specializes in Accounting. The firm was established in 2014.
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$1,000+< $25 / hr10 - 49Ahmedabad, India
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Launched in 2022, cleanlogsolutions is a Finance & Accounting Outsourcing (FAO) and Accounting company. The small team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$150 - $199 / hr2 - 9Parramatta, Australia
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Launched in 2019, JD Scott and Co is a small Accounting and Tax Law company headquartered in Parramatta, Australia. Their team offers Accounting and Tax Law.
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UndisclosedUndisclosed10 - 49T'bilisi, Georgia
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FAS Group, an Accounting company, was founded in 2018. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9South Yarra, Australia
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Ingrams Accounting Group, a small Accounting company, is headquartered in South Yarra, Australia and Camberwell, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Markham, Canada
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Launched in 2010, Jiong Gao Professional Corporation, a small Accounting company, is headquartered in Markham, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Prestige Accountants, an Accounting company, is based in Singapore, Singapore. They specialize in Accounting and Business Consulting.
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Undisclosed$25 - $49 / hr50 - 249Perth, Australia
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EDANBROOK CONSULTANCY SERVICES is an Accounting company. Their midsize team of employees is based in Perth, Australia. Their team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsEkspert Bankowy specializes in providing excellent support and business advice in selecting financial products. The reviews highlight their professionalism, strong industry knowledge, and effective communication. Clients appreciate the good value for cost, which has resulted in significant savings and satisfactory outcomes. Overall, Ekspert Bankowy is recognized for its high ratings and ability to deliver timely and efficient services.
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Undisclosed< $25 / hr50 - 249San Francisco, CA
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Located in San Francisco, California, mesha is an Accounting company. They specialize in Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2020.
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$1,000+< $25 / hr10 - 49New Delhi, India
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Nitin Mittal & Co. Is an Accounting company headquartered in New Delhi, India. They focus on Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 2001.
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$1,000+< $25 / hr10 - 49Rawalpindi, Pakistan
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WePay Technologies - BPO and Call Center is a phone answering service. Based in Rawalpindi, Pakistan, their team specializes in Call Center Services and Back Office Outsourcing.
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Undisclosed$100 - $149 / hr10 - 49
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Ask For Accounting is an Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO), and the agency is in Denver, Colorado.
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$5,000+< $25 / hr2 - 9
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Jaytron Labs is an UX company. The small Lahore, Pakistan-based team specializes in UX/UI Design and Web Development. The company was founded in 2012.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Ahmed Abdulrahman Aljanaahi Auditing is a Dubai, United Arab Emirates-based Business Consulting company. Their services include Business Consulting and Accounting.
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$1,000+< $25 / hr10 - 49Ahmedabad, India
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Safebooks Global Private Limited is a Finance & Accounting Outsourcing (FAO) company. They were launched in 2021 and specialize in Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$100 - $149 / hr10 - 49Dubai, United Arab Emirates
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Corporate Group is an Accounting company. Located in Dubai, United Arab Emirates and Abu Dhabi, United Arab Emirates, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Noida, India
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Globalsync Pvt Ltd, a social media marketing agency, is headquartered in Derrimut, Australia and Noida, India. Established in 2021, the team offers Social Media Marketing and Content Marketing.
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UndisclosedUndisclosed250 - 999North Sydney, Australia
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Vault Outsourcing is a midsize North Sydney, Australia-based Back Office Outsourcing company. The team provides Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$10,000+$300+ / hr2 - 9Elgin, SC
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Business Development Machine is a Business Consulting company launched in 2014. The firm focuses on Business Consulting and Marketing Strategy.
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UndisclosedUndisclosed2 - 9New Delhi, India
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See all 1 projectsRMG Consulting provides comprehensive services including bookkeeping, financial statement preparation, tax preparation and planning, and legal support. The reviews highlight their exceptional accuracy, efficiency, and commitment to delivering measurable outcomes, such as maintaining a reconciliation accuracy rate of over 98% and reducing tax liabilities by 10%. Clients consistently praise their professionalism, responsiveness, and dedication to cost efficiency.
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$1,000+$25 - $49 / hr1,000 - 9,999Bolingbrook, IL
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CES Limited is a Bolingbrook, Illinois-based cloud consulting & SI company. The team offers cloud consulting & SI and Finance & Accounting Outsourcing (FAO).
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$25,000+Undisclosed1,000 - 9,999Mumbai, India
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Nexdigm is a Finance & Accounting Outsourcing (FAO) company. The Mumbai, India-based company offers Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing.
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$1,000+Undisclosed2 - 9Calgary, Canada
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Twenty Eighty, an Accounting company, is in Calgary, Canada and Calgary, Canada. The team offers Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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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$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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
33.3/40.016.4/20 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 / 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 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 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 - 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+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% 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
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.