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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$1,000+< $25 / hr2 - 9
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Founded in 2022, Zahads Chartered Accountants is a Business Consulting company. Their team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr50 - 249Schaumburg, IL
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KRD, Ltd., a midsize Accounting company, is in Schaumburg, Illinois and Chicago, Illinois. The team offers Accounting.
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UndisclosedUndisclosed50 - 249New Delhi, India
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Ahlawat & Associates is an Accounting company. They offer Accounting and Commercial Financing and are in New Delhi, India and Mumbai, India.
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$1,000+$25 - $49 / hr50 - 249York, England
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Launched in 1996, Mauve Group is a Business Consulting company. The midsize team focuses on Business Consulting and HR Consulting.
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UndisclosedUndisclosed50 - 249HongKong, Hong Kong
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Links International is a HR Outsourcing company. They were founded in 1999, and their services include HR Outsourcing and PEO/Employee Leasing.
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$1,000+< $25 / hr10 - 49Morden, England
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ACCOTAX - Chartered Accountants in London & Tax Consultants is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their team provides Finance & Accounting Outsourcing (FAO).
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$250,000+Undisclosed2 - 9New York, NY
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Mortar Group is a small Commercial Development company. They provide Commercial Development and Financial Advising & Planning and were launched in 2001.
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$1,000+< $25 / hr10 - 49
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Invest Junior is a Financial Consulting company established in 2017. Their team offers Financial Consulting and Financial Advising & Planning.
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$1,000+Undisclosed10 - 49New York, NY
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The A Team is a New York, New York-based Finance & Accounting Outsourcing (FAO) and Accounting company. They offer Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Cincinnati, OH
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Based in Cincinnati, Ohio, NETMARK is an Accounting and Business Valuation Services company. Founded in 2015, the team provides Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Houston, TX
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In Houston, Texas, Ros DiMere Inc is an Insurance Services & Brokers company. The team provides Insurance Services & Brokers and Commercial Financing.
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$1,000+Undisclosed250 - 999Mumbai, India
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Viaante Business Solutions , a software development firm, was launched in 2011. Headquartered in Mumbai, India and Mumbai, India, the team focuses on Custom Software Development and Web Development.
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$5,000+$300+ / hr10 - 49
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BROOT Consulting is a small Lagos, Nigeria-based Business Consulting company. Their services include Business Consulting and Corporate Training & Coaching.
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$1,000+$50 - $99 / hr10 - 49Bathpool, England
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Your Ecommerce Accountant is a small Accounting company headquartered in Bathpool, England. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Boca Raton, FL
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Cyber Armada is an Insurance Services & Brokers company. The team is located in Boca Raton, Florida, and their services include Insurance Services & Brokers and Business Consulting.
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$1,000+$50 - $99 / hrFreelancerTorrance, CA
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In Torrance, California, ANU Agrawal CPA is an Accounting company. Founded in 2020, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9
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Infra Export Business Lead is a Business Consulting company. Launched in 2018, the firm specializes in Business Consulting and Accounting.
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$5,000+$100 - $149 / hr10 - 49Khet Ratchathewi, Thailand
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Softnova is an Advertising company. Founded in 2019, their team specializes in Advertising and Branding.
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UndisclosedUndisclosed10 - 49Miraflores, Peru
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Headquartered in Miraflores, Peru, LIDERCONTAB SAC is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
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Sancus Tax and Accounting is a small Long Beach, California-based Business Consulting and Accounting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Greenslopes, Australia
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Accounting company Austral Accountants was launched in 2012. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is in Greenslopes, Australia and Brisbane City, Australia.
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$1,000+$25 - $49 / hr50 - 249Newport Beach, CA
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Founded in 2019, Cube Accounting Solutions is an Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr10 - 49Dublin, Ireland
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Cronin and Company, an Accounting company, offer Accounting and Financial Advising & Planning. They were founded in 1978.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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GreenGrowth CPAs is an Accounting company. The team specializes in Accounting and Business Consulting, and the agency is located in Los Angeles, California.
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$1,000+Undisclosed10 - 49Los Angeles, CA
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Together CFO is an Accounting company. They are headquartered in Los Angeles, California. Their team offers Accounting and Corporate Training & Coaching.
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$1,000+< $25 / hr10 - 49Birmingham, England
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RR Accountants is an Accounting company based in Birmingham, England and Birmingham, England. Launched in 2010, the team focuses on Accounting.
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$75,000+$25 - $49 / hr50 - 249Rainham, England
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Founded in 2012, FZCO Accountants is an Accounting company. The team specializes in Accounting and Tax Law.
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$50,000+Undisclosed50 - 249Mississauga, Canada
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Prospects For Agents is an Insurance Services & Brokers company. The New York, New York-based agency focuses on Insurance Services & Brokers.
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Undisclosed$100 - $149 / hr2 - 9Sacramento, CA
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Busy Bee Advisors is an Accounting company. Their team is headquartered in Sacramento, California. The company provides Accounting.
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$1,000+< $25 / hr50 - 249
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Bookkeeping By Pros is a Valley Stream, New York-based Back Office Outsourcing and Accounting company. Their services include Back Office Outsourcing and Accounting.
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$1,000+Undisclosed2 - 9
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Contab Secure Solutions, an Accounting company, was launched in 2011. They focuses on Accounting and HR Outsourcing.
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UndisclosedUndisclosed2 - 9Northampton, England
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Founded in 2014, N-accounting is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Garforth, England
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UWM Accountants is a small Garforth, England-based Finance & Accounting Outsourcing (FAO) company. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr50 - 249
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Back Office Outsourcing and Accounting company MedHeave medical billing company was launched in 2019. The company offers Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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MAZ Chartered Accountants is an Accounting company. They are based in Dubai, United Arab Emirates and Abu Dhabi, United Arab Emirates and have small team. They offer Accounting.
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UndisclosedUndisclosed50 - 249Milano, Italy
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Midsize Accounting company LDP, is headquartered in Milano, Italy and Roma, Italy. Their services include Accounting and Corporate Law.
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$5,000+$25 - $49 / hr10 - 49New Delhi, India
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Startup CA is an Accounting company. Their small team is in New Delhi, India and Gurugram, India. Their services include Accounting and Branding.
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$1,000+$25 - $49 / hr10 - 49Chennai, India
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Globally Recruit is an Accounting company. Established in 2018, the team specializes in Accounting and CRM consulting and SI. The company is in Chennai, India.
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$1,000+< $25 / hr50 - 249Dubai, United Arab Emirates
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Accounting company Xpert Advisory was launched in 2013. The team focuses on Accounting and is headquartered in Dubai, United Arab Emirates.
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$1,000+$25 - $49 / hr10 - 49Brooklyn, NY
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Accounting company Accounting Heroes specializes in Accounting and Finance & Accounting Outsourcing (FAO). They were established in 2019.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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GSPU Auditing, an Accounting company, was established in 2006. The agency specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Manchester, England
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Clear Start Accountants Ltd, an Accounting company, was founded in 2019. The small team provides Accounting.
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UndisclosedUndisclosed50 - 249Calabasas, CA
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Cedars Business Services is a Business Consulting and Financial Advising & Planning company established in 1997. The team provides Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Privin Network - Denver is a Commercial Financing company. Launched in 2005, the team provides Commercial Financing and Insurance Services & Brokers. The firm is located in Denver, Colorado.
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UndisclosedUndisclosed10 - 49Providence, RI
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GrowthLab Finance-as-a-Service is a small Providence, Rhode Island-based Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9Jacksonville, FL
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See all 1 projectsCentaur Digital Accounting provides comprehensive accounting services, including Tax Preparation, Bookkeeping, and ensuring tax compliance. Clients commend the company for its excellent communication, timely delivery, and practical suggestions. Their services are considered to offer good value and are highly rated, demonstrating a strong capability in managing business and personal financial needs efficiently.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
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Treewalk is an Accounting company. Launched in 2016, the agency is in Vancouver, Canada. Their services include Accounting and Fractional CFO Services.
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$1,000+Undisclosed10 - 49Perth, Australia
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See all 1 projectsAccountant Perth is a leading accounting firm in Perth, Australia. Our expert team of accountants, BAS agents and tax agents offers the most comprehensive and cost-effective accounting and taxation
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$5,000+$25 - $49 / hr50 - 249Itasca, IL
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Integrative Systems is a midsize IT managed services company headquartered in Itasca, Illinois and Pune, India. Their services include IT managed services and IT staff augmentation.
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$1,000+$25 - $49 / hr2 - 9Lahore, Pakistan
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SW3 SOLUTIONS PVT. LTD. Is a small Accounting company based in Lahore, Pakistan. The team offers Accounting and IT managed services.
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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.