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 - 9
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Founded in 2021, Mamun Hossain is a small SEO agency headquartered in Dhaka, Bangladesh. Their team offers Search Engine Optimization and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Denver, CO
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Mergix Financial LLC, an Accounting company, was founded in 2017. The company offers Accounting and Financial Advising & Planning, and is small.
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$50,000+$25 - $49 / hr2 - 9South Gate, CA
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See all 1 projectsDigital Asset Pay Inc offers investment services in digital assets, particularly USDT, with a notable profit rate. Reviewers highlight their efficient communication and user-friendly trading platform, expressing satisfaction with the profitability and reliability of the services. Areas for improvement include the development of a dedicated mobile app.
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UndisclosedUndisclosed10 - 49Calgary, Canada
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Geib & Company is a small Accounting company launched in 1984. Their team focuses on Accounting.
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Undisclosed< $25 / hr2 - 9London, England
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Established in 2000, MH Services is a Business Consulting company. The company focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Lalitpur, Nepal
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Tigg is a small cloud consulting & SI and Accounting company. Established in 2019, the team offers cloud consulting & SI and Accounting.
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Undisclosed$25 - $49 / hr2 - 9
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Healthy Coin LLC is an Accounting company established in 2019. The small team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Vancouver, WA
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See all 1 projectsThe Bookkeeping Company offers finance management and tax services. Clients consistently praise their professionalism, efficiency, and the ease of working with their team. The company has been commended for helping businesses maintain organized finances and supporting their growth and development.
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UndisclosedUndisclosed2 - 9Centennial, CO
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Located in Centennial, Colorado, Affordable Interest Mortgage is a Commercial Financing company. The team offers Commercial Financing and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9New Delhi, India
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See all 1 projectsRapport HR Solutions provides comprehensive business registration services, including Trade License, GST Registration, and Import-Export Code, among others. Reviews consistently highlight their deep industry expertise, transparent pricing, and efficient handling of paperwork. Clients appreciate their strict adherence to deadlines and effective liaison with government departments.
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UndisclosedUndisclosed10 - 49
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Located in Amman, Jordan, AZAR Human Resource Solutions is a small Corporate Training & Coaching company. The team offers Corporate Training & Coaching and Accounting.
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UndisclosedUndisclosed10 - 49Preston, Australia
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Float Accounting is an Accounting company. They specialize in Accounting and BI & big data consulting & SI and were launched in 2021. The agency is in Preston, Australia and Melbourne, Australia.
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$5,000+$25 - $49 / hr10 - 49Cumming, GA
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KAELVEN CONSULTANCY SERVICES PRIVATE LIMITED is an Accounting company. Launched in 2021, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed2 - 9
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Amarlo, Inc., a small Business Consulting and Accounting company, is in. Their services include Business Consulting and Accounting.
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Undisclosed$50 - $99 / hr2 - 9LONDON, England
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GUIDE HUSTLE LIMITED is an Accounting company founded in 2021. The company provides Accounting and Financial Advising & Planning, and is small.
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$10,000+$25 - $49 / hr10 - 49
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Profitz advisory is a small Accounting company founded in 2006. Their team offers Accounting.
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$1,000+$200 - $300 / hr50 - 249
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Easyfiling by Pacioli Consulting, an Accounting company, is headquartered in Abu Dhabi, United Arab Emirates. The team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Singapore, Singapore
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Launched in 2011, Intracorp Pte. Ltd. Is a midsize Accounting company based in Singapore, Singapore. Their team offers Accounting and Financial Advising & Planning.
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Undisclosed$50 - $99 / hr2 - 9
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BSP Accounting Services, an Accounting company, is based in Granby, Canada and Chambly, Canada. They focus on Accounting and were established in 2022.
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$1,000+$50 - $99 / hr1,000 - 9,999Dubai, United Arab Emirates
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Accouconsult is a Dubai, United Arab Emirates-based Accounting company. They provide Accounting and Insurance Services & Brokers.
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Undisclosed$50 - $99 / hr10 - 49Winnipeg, Canada
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Cayde Accounting & Tax is an Accounting company founded in 2020. Headquartered in Winnipeg, Canada and Calgary, Canada, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49
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Based in Sheridan, Wyoming, Books At Ease is a Finance & Accounting Outsourcing (FAO) and Accounting company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr10 - 49
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Xpress Billing And Transcription Services, an IT managed services company, was established in 2020. They offers IT managed services and Business Consulting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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See all 1 projectsIn 2017, ADS International Auditors LLC emerged, extending premier consultancy services to esteemed patrons spanning the landscapes of the UAE and UK. Subsequently, ADS Management Tax Consultancy
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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See all 1 projectsValley Business Centre - Bookkeeping & Payroll specializes in bookkeeping, payroll, and software migration services, coupled with error correction and compliance tasks. Reviews highlight their effective project management, timely communication, and modern digital tools, resulting in accurate financial records and seamless software transitions. Clients appreciate their proactive approach to compliance and transparency.
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$1,000+$100 - $149 / hr250 - 999Philadelphia, PA
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Withum is a midsize Accounting company. Launched in 1974, the team specializes in Accounting.
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$1,000+$100 - $149 / hr1,000 - 9,999New York, NY
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Marcum LLP, an Accounting company, was launched in 1951. The team specializes in Accounting and is in New York, New York and Irvine, California.
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UndisclosedUndisclosed10 - 49دبي, United Arab Emirates
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Flyingcolour is an Accounting company. Headquartered in دبي, United Arab Emirates, their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Wayzata, MN
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Copeland Buhl is an Accounting company. Launched in 1971, the team focuses on Accounting. The firm is located in Wayzata, Minnesota.
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UndisclosedUndisclosed2 - 9Warrington, England
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Admiral Tax is an Accounting company. They specialize in Accounting and were founded in 2013.
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UndisclosedUndisclosed2 - 9Caracas, Venezuela
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Launched in 2006, Alcega, Valero & Cia is an Accounting company. The team focuses on Accounting and Business Consulting.
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$1,000+$50 - $99 / hr10 - 49London, England
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Tax Qube Limited is a small Accounting company established in 2018. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Edmonton, Canada
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Bomcas Accounting and Tax Services, a small Accounting company, is in Edmonton, Canada and Sherwood Park, Canada. The team focuses on Accounting.
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Undisclosed< $25 / hr50 - 249Berlin, MD
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20four7VA is a Berlin, Maryland-based IT strategy consulting company. They offer IT strategy consulting and Search Engine Optimization and were launched in 2013.
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$5,000+$25 - $49 / hr2 - 9Istanbul, Türkiye
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Accounting company KEYBIZ CPAs & Advisors was founded in 2013. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is located in Istanbul, Türkiye.
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$1,000+$25 - $49 / hrFreelancerMississauga, Canada
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Filing Taxes is a Finance & Accounting Outsourcing (FAO) and Accounting company headquartered in Mississauga, Canada. They provide Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10,000+Toronto, Canada
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Deloitte is a large Business Consulting company based in Toronto, Canada and New York, New York. Their services include Business Consulting and Commercial Financing.
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$5,000+$25 - $49 / hr10 - 49دبي, United Arab Emirates
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Business Link UAE, an Accounting company, was established in 1996. The team specializes in Accounting and Business Consulting and is based in دبي, United Arab Emirates.
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UndisclosedUndisclosed10 - 49Abu Dhabi, United Arab Emirates
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Small Accounting and Financial Advising & Planning company Penny Software, is in Abu Dhabi, United Arab Emirates. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Pune, India
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Platinum Packers and Movers, a small Advertising and Insurance Services & Brokers company, is based in Pune, India. The team specializes in Advertising and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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10 Tax Services is an Accounting company. Their team is located in Santa Ana, California. The company offers Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9Miami, FL
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Accounting company Woodruff & Co. LLC - Miami Business Tax Help was founded in 2013. The agency offers Accounting.
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UndisclosedUndisclosed50 - 249Agra, India
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Financial Advising & Planning and Insurance Services & Brokers company Infiny Solutions was founded in 2020. The team offers Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
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SunriseHcm, a HR Consulting company, was founded in 2016. The team focuses on HR Consulting and Accounting.
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$1,000+$100 - $149 / hr2 - 9Toronto, Canada
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Lismont Professional Corporation is an Accounting company located in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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IT strategy consulting company Peniel Technology LLC is based in Dubai, United Arab Emirates. Founded in 2009, the team focuses on IT strategy consulting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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HRExpertise is a HR Consulting company. The Melbourne, Australia-based team specializes in HR Consulting and Corporate Training & Coaching.
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$1,000+< $25 / hr250 - 999
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Florida healthcare insurance is a Business Consulting company founded in 2016. The team provides Business Consulting and Insurance Services & Brokers.
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$1,000+< $25 / hr2 - 9
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Instant Disability is a small Roswell, Georgia-based Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.
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Undisclosed$150 - $199 / hr10 - 49Coventry, England
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Founded in 2020, Cheylesmore Accoutants is an Accounting company. The team provides Accounting.
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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.