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+Undisclosed2 - 9Chicago, IL
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Founded in 2018, No Bull Financial Consulting Company is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their services include Finance & Accounting Outsourcing (FAO) and
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$1,000+$25 - $49 / hr50 - 249
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Accounting company Key Carrier Accounting Service was founded in 2019. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO) and is headquartered in Sheridan, Wyoming.
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UndisclosedUndisclosed2 - 9Brisbane City, Australia
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Accounting company BrisTax is headquartered in Brisbane City, Australia. They specialize in Accounting.
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UndisclosedUndisclosed50 - 249Burlington, Canada
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Launched in 1940, DURWARD JONES BARKWELL & COMPANY LLP is an Accounting company. The midsize team focuses on Accounting and Business Consulting.
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$50,000+$300+ / hr50 - 249Manchester, England
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Robiquity is an IT strategy consulting company. Based in Manchester, England and Toronto, Canada, the team provides IT strategy consulting and cloud consulting & SI.
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$5,000+$25 - $49 / hr2 - 9New Delhi, India
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See all 1 projectsTaxtrix provides strategic planning, growth strategy, and human resource management services. Reviews highlight their impressive, timely delivery and effective communication, resulting in significant revenue growth. Clients appreciate their excellent culture fit and value for cost, noting the ease of their online processes.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsThustt Accounting provides comprehensive services including bookkeeping, tax preparation, and financial reporting. Client reviews highlight their efficient and timely project management, pocket-friendly pricing, and prompt responsiveness. Overall, Thustt Accounting is praised for updating and balancing financial books, facilitating easier tax filing for businesses.
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$1,000+$25 - $49 / hr10 - 49دبي, United Arab Emirates
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Risians Accounting & Auditing Firm in Dubai, an Accounting company, is headquartered in دبي, United Arab Emirates. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed50 - 249Houston, TX
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Investor lending is an Insurance Services & Brokers company. Their midsize team is located in Houston, Texas. Their services include Insurance Services & Brokers and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49
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Founded in 2023, Unicorn Accountants is an Accounting company. The agency specializes in Accounting and Other Marketing.
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$25,000+UndisclosedFreelancer
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Collect the Cash is a Back Office Outsourcing company. The Frederick, Maryland-based team offers Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49
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Karma Refunds, Inc is an Accounting company. Their small team of employees is based in New Jersey. Their team provides Accounting and Financial Advising & Planning.
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$5,000+$150 - $199 / hr1,000 - 9,999
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See all 1 projectsWorld 6th largest accounting, business advisory and solutions group outside the Big 4 that offers Audit, Tax, Corporate Advisory, Risk Advisory, HR Services and IT Solution.
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UndisclosedUndisclosed10 - 49New York, NY
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Peak Reliance LP is an Accounting company. Their small team is headquartered in New York, New York. Their services include Accounting.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
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Kruze Consulting is an Accounting company. Headquartered in San Francisco, California and Santa Monica, California, their small team focuses on Accounting. The firm was launched in 2012.
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UndisclosedUndisclosed250 - 999Mayfield, OH
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Accounting company Skoda Minotti focuses on Accounting and Business Consulting. They were established in 1980.
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UndisclosedUndisclosed10 - 49Mississauga, Canada
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In Mississauga, Canada, Billah and Associates Inc. Is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Dallas, TX
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Business Consulting company Riveron was founded in 2006. The team specializes in Business Consulting and Accounting and is located in Dallas, Texas.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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Aprio, an Accounting company, was established in 1952. The agency offers Accounting and Financial Consulting, and is midsize.
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UndisclosedUndisclosed1,000 - 9,999Sydney, Australia
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William Buck, an Accounting company, was launched in 1895. The team provides Accounting and Business Consulting and is based in Sydney, Australia and Melbourne, Australia.
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UndisclosedUndisclosed250 - 999New York, NY
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Anchin is an Accounting company. The agency is in New York, New York. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999London, England
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Buzzacott, a Finance & Accounting Outsourcing (FAO) company, is in London, England. Established in 1919, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Finance & Accounting Outsourcing (FAO) company Excellence Accounting Services - Top Accounting Firm in Dubai offers Finance & Accounting Outsourcing (FAO) and Accounting. They were launched in 2007.
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UndisclosedUndisclosed250 - 999Hemel Hempstead, England
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SJD Accountancy is an Accounting company founded in 1992. Their team specializes in Accounting.
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$1,000+< $25 / hr50 - 249Chennai, India
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Located in Chennai, India and Chennai, India, DPT 3 Filing is a midsize Accounting company. Their services include Accounting.
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$1,000+< $25 / hr2 - 9Mississauga, Canada
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Pro Finance E&E, an Accounting company, is based in Mississauga, Canada. They offer Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed1,000 - 9,999Wichita, KS
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FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Plano, TX
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Walton CPA PC is an Accounting company launched in 1996. The team offers Accounting and is based in Plano, Texas.
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UndisclosedUndisclosed250 - 999Los Angeles, CA
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FloQast is an Accounting company established in 2013. The agency specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is midsize.
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UndisclosedUndisclosed50 - 249Amsterdam, Netherlands
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Headquartered in Amsterdam, Netherlands, Dhi ADT is a midsize Accounting company. The team offers Accounting and PEO/Employee Leasing.
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UndisclosedUndisclosed10 - 49
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We Save Property Tax is a small Accounting company founded in 2022. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerPune, India
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Purnartha Investment Advisers Private Limited, a Financial Advising & Planning company, was launched in 2011. The agency focuses on Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Kendal, England
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Headquartered in Kendal, England, Reassured is an Insurance Services & Brokers and Insurance Law company. They focus on Insurance Services & Brokers and Insurance Law and were established in 2023.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Aegon Life, an Insurance Services & Brokers company, was founded in 2004. The team provides Insurance Services & Brokers and is based in Mumbai, India.
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UndisclosedUndisclosed10 - 49
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Accounting company QAsolved - QuickBooks Services was established in 2011. The team offers Accounting and is headquartered in Brooklyn, New York.
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UndisclosedUndisclosed10 - 49Villeneuve-Saint-Georges, France
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NOUILA is an Accounting company. They provide Accounting and were established in 2024. The company is located in Villeneuve-Saint-Georges, France.
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UndisclosedUndisclosedFreelancerMorris Plains, NJ
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Business Consulting company Alldigi Tech was founded in 2005. Located in Morris Plains, New Jersey, the team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hrFreelancer
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RR Accountants is a Birmingham, United Arab Emirates-based website development firm. They focus on Web Development and E-Commerce Development.
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$1,000+$200 - $300 / hrFreelancerCalgary, Canada
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Shan Tariq, CPA is a Finance & Accounting Outsourcing (FAO) company based in Calgary, Canada. Established in 2024, the team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249
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Expatfinancial is a Financial Advising & Planning company established in 2020. The team provides Financial Advising & Planning and Insurance Services & Brokers.
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$10,000+Undisclosed1,000 - 9,999
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Ratnaafin Capital Private Limited is a Financial Advising & Planning company located in Ahmedabad, India. They provide Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed250 - 999
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Founded in 2008, Bandhan Life is an Accounting company. The company offers Accounting and Financial Advising & Planning, and is midsize.
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$5,000+$150 - $199 / hr2 - 9
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Financial Services Accountant Luxembourg, a Commercial Financing company, was founded in 2017. The firm focuses on Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49
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FAAT Plus is a Commercial Financing company founded in 2025. Based in Hyderabad, India, the team specializes in Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49Altamonte Springs, FL
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51 State Insurance is an Insurance Services & Brokers company. Their small team of employees is headquartered in Altamonte Springs, Florida. Their team provides Insurance Services & Brokers.
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$1,000+$25 - $49 / hr10 - 49Gurugram, India
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Vedkee Associates Pvt Ltd is a Business Consulting company based in Gurugram, India. Their services include Business Consulting and Financial Advising & Planning.
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$1,000+$150 - $199 / hr10 - 49Boston, MA
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See all 1 projectsDaigle & Associates provides comprehensive accounting services including bookkeeping, tax preparation, and financial analysis. Their clients appreciate the value and geographic convenience, highlighting successful tax savings and easier loan acquisition as key outcomes. However, some feedback suggests improvements in response times could enhance their service delivery.
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$1,000+< $25 / hr10 - 49Mysuru, India
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Launched in 2014, Vlookup Business Solutions Pvt Ltd is an IT managed services company. The team focuses on IT managed services and Accounting.
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$1,000+< $25 / hr2 - 9Maharagama, Sri Lanka
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Moorland Consultancy is a branding firm. Their team is based in Maharagama, Sri Lanka. The firm provides Branding and Business Consulting.
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UndisclosedUndisclosed50 - 249Doha, Qatar
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Accounting and Financial Advising & Planning company Kreston SVP was founded in 2014. The midsize team specializes in Accounting and Financial Advising & Planning.
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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.