Top Financial Services Firms
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Featured
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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+$50 - $99 / hr250 - 999
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Financial Chain Corporation (FCHAIN), an Accounting company, is in Prague , Czech Republic and Baku, Azerbaijan. They provide Accounting and Business Consulting and were founded in 2002.
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$1,000+$50 - $99 / hr2 - 9
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Insurance Services & Brokers company Insurance Hero is headquartered in London, England. The team focuses on Insurance Services & Brokers.
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$10,000+$100 - $149 / hr50 - 249
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Atop Computer Solution is a CRM consulting and SI company. The agency is located in Dubai, United Arab Emirates. Their team specializes in CRM consulting and SI and IT managed services.
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$1,000+$100 - $149 / hr2 - 9Melbourne, Australia
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SW Accountants & Advisors is a Finance & Accounting Outsourcing (FAO) company. Founded in 2010, their team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$1,000+$50 - $99 / hr50 - 249
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Finance & Accounting Outsourcing (FAO) company MHR Chartered Accountants was established in 2012. The midsize team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$25,000+$50 - $99 / hr2 - 9Dubai, United Arab Emirates
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MNA Business Solutions, an Accounting company, was founded in 2022. The company provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
Services provided
My Tax Filer, a Business Consulting and Accounting company, was established in 2020. The agency offers Business Consulting and Accounting, and is small.
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Undisclosed$50 - $99 / hr2 - 9
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Gold Class Accounts is an Accounting company. The small Sydney, Australia-based team specializes in Accounting. The agency was established in 2010.
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Undisclosed$25 - $49 / hrFreelancerLafayette, LA
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Premier Laser Engraving is an Accounting company. Launched in 2021, the team provides Accounting and Web Design.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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Five Star Merchant Advocates is an Accounting company. The small Las Vegas, Nevada-based team focuses on Accounting and Business Consulting. The company was established in 2023.
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$1,000+$100 - $149 / hr2 - 9
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Castaneda CPA & Associates PS, an Accounting company, is in Pasco, Washington. Launched in 2022, the team offers Accounting and Business Consulting.
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$5,000+< $25 / hr10 - 49
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Launched in 2018, Tangent Consulting is a small Mississauga, Canada-based Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Accounting.
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$25,000+$25 - $49 / hr2 - 9
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Ontracare Business Services is a Finance & Accounting Outsourcing (FAO) company. In Karachi, Pakistan, their team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$250,000+$300+ / hr10 - 49
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Founded in 2021, Al top Finance Ltd is a small Funding & Investment company. Their team focuses on Funding & Investment and Business Consulting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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ZMC & Associates LLC is an Atlanta, Georgia-based Accounting company. They provide Accounting and Business Consulting and were launched in 2009.
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$25,000+$25 - $49 / hr250 - 999Edison, NJ
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Integrated Resources Inc is a Recruiting company headquartered in Edison, New Jersey and Cambridge, Massachusetts. Launched in 1996, the team offers Recruiting and Staffing.
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$1,000+$25 - $49 / hr10 - 49Dublin, Ireland
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Located in Dublin, Ireland, https://ameadvisors.ie/ is a small Accounting company. Their services include Accounting and Tax Law.
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$5,000+$200 - $300 / hrFreelancerFrankfurt am Main, Germany
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Katrina Nacci, CPA, an Accounting company, was launched in 2022. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lagos, Nigeria
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Africa Plus Partners is a Financial Advising & Planning company established in 2018. Their team specializes in Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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CITITAX Associates is an Alpharetta, Georgia-based Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Norcross, GA
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Business Financial Group is an Accounting company. They are based in Norcross, Georgia, and their services include Accounting and Business Consulting.
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$1,000+$50 - $99 / hr2 - 9Rīga, Latvia
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Confidentum is an Accounting company. They were launched in 1998 and offer Accounting.
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$100,000+$300+ / hr2 - 9Dubai, United Arab Emirates
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See all 1 projectsB4B Business Consultancy provides comprehensive accounting services, including bookkeeping and financial reporting, tailored to client needs. The overall feedback highlights their effective project management, timely delivery, and budget-friendly pricing. Clients appreciate their professionalism and are generally satisfied with the quality of services, though they suggest potential for growth.
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UndisclosedUndisclosed2 - 9Clark, NJ
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Founded in 2017, Norton CPA, LLC, a small Accounting company, is located in Clark, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Singapore, Singapore
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Established in 1990, Black Mountain, a midsize Accounting company, is located in Singapore, Singapore and London, England. Their services include Accounting and HR Outsourcing.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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Brite Advisors is a Financial Advising & Planning company. Their team is in Dubai, United Arab Emirates. The agency specializes in Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerGreystanes, Australia
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DS Accountants And Advisors is an Accounting company. Located in Greystanes, Australia, the agency was launched in 2010. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9Little Lever, England
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YRF Accountants is an Accounting company. The company is located in Little Lever, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Surry Hills, Australia
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Orchard Lending, a Commercial Financing company, is headquartered in Surry Hills, Australia. The team offers Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerCharlotte, NC
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Launched in 1997, McGrant Tax & Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company. Their team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+Undisclosed2 - 9Miami, FL
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E. Gomez CPA LLC is an Accounting company located in Miami, Florida. Established in 2019, the team focuses on Accounting and Tax Law.
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UndisclosedUndisclosed10 - 49London, England
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Founded in 2018, AccounTax Zone Limited is a small Accounting company. Their team provides Accounting and Tax Law.
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$1,000+Undisclosed10 - 49Singapore
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Global Link Asia Consulting is a Business Consulting company established in 2014. The agency focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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Undisclosed< $25 / hr10 - 49Bhuj, India
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Launched in 2021, SM BOOKKEEPING SERVICES LLP, a small Accounting company, is located in Bhuj, India. Their team specializes in Accounting and Financial Consulting.
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$250,000+Undisclosed2 - 9Chandler, AZ
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J. Martin Wealth Management is a Chandler, Arizona-based Financial Advising & Planning company. They specialize in Financial Advising & Planning and Financial Consulting and were established in
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UndisclosedUndisclosed50 - 249Cebu City, Philippines
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Parkes BPO Solutions Inc is a social media marketing firm. The company is located in Cebu City, Philippines. Their services include Social Media Marketing and Content Marketing.
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$1,000+$25 - $49 / hr10 - 49Stanmore, England
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Accounting People is an Accounting company in Stanmore, England. The team provides Accounting and Financial Advising & Planning.
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$10,000+$200 - $300 / hr2 - 9New York, NY
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Wharton Wealth Planning, a Financial Advising & Planning company, was established in 2006. The firm provides Financial Advising & Planning.
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$1,000+< $25 / hr50 - 249Gurugram, India
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IRexx Technologies is an Accounting company. Launched in 2009, the team provides Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Business Turnaround Services is a small Business Consulting company based in Sydney, Australia. The team specializes in Business Consulting and Accounting.
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$1,000+$100 - $149 / hr2 - 9Naples, FL
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Steven H. Mangan, CPA, LLC is a Naples, Florida-based Accounting company. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Pune, India
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Biz2books is an Accounting company located in Dubai, United Arab Emirates and Pune, India. They provide Accounting.
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$1,000+$50 - $99 / hr10 - 49Perumbavoor, India
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QDES INFOTECH SOFTWARE SOLUTIONS is an Accounting company established in 1995. Their services include Accounting and Custom Software Development.
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$1,000+$25 - $49 / hr10 - 49Singapore, Singapore
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Headquartered in Singapore, Singapore, AccountBooks Singapore is a small Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Accounting and Business Consulting company Campagnolo Bonk CPA's PLLC was launched in 2014. The firm provides Accounting and Business Consulting, and is small.
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$1,000+$200 - $300 / hrFreelancerWashington, DC
Services provided
Esquire Tax Solutions is an Accounting company. Their small team is located in Washington, District of Columbia and provides Accounting. The agency was launched in 2012.
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$1,000+Undisclosed50 - 249
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Accounting company SS360 - Business Services was founded in 2020. The agency provides Accounting and IT staff augmentation.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Established in 2020, Aabi Chartered Accountants is an Accounting and Business Consulting company. The agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Bengaluru, India
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Headquartered in Bengaluru, India, BSJ & Associates is a midsize Accounting and Finance & Accounting Outsourcing (FAO) company. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hrFreelancerToronto, Canada
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Launched in 2014, Gilder Tax And Accounting is a SEO agency. The small team provides Search Engine Optimization and Accounting.
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We evaluate service providers using a structured methodology that combines:
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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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.