Top Financial Services Firms
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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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UndisclosedUndisclosed1,000 - 9,999Las Vegas, NV
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Workspend Inc., an Accounting company, is located in Las Vegas, Nevada. They specialize in Accounting and Staffing and were founded in 2012.
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$1,000+< $25 / hr250 - 999Charlotte, NC
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Launched in 2010, Hobart Financial Group is an Accounting and Financial Advising & Planning company. Based in Charlotte, North Carolina, the team provides Accounting and Financial Advising &
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$1,000+Undisclosed10 - 49Lake Mary, FL
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Launched in 1961, Howard, Howard and Hodges is a Business Consulting and Accounting company. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Stamford, CT
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Financial Advisors Diddel is a Financial Advising & Planning company. They offer Financial Advising & Planning and Funding & Investment and were established in 1985.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Ahmed Hassanien Group is an Accounting company. The Dubai, United Arab Emirates-based company offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Corby, England
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LendingLine is a Financial Advising & Planning and Financial Consulting company. In Corby, England, the firm focuses on Financial Advising & Planning and Financial Consulting.
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$1,000+$25 - $49 / hr10 - 49Sugar Land, TX
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Claims Med is an Accounting company. They were launched in 2008, and their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249Overland Park, KS
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Engage Advisors is an Accounting company launched in 2015. Located in Overland Park, Kansas and Oakbrook Terrace, Illinois, the team offers Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Rochelle Park, NJ
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Arcarius Funding is a Funding & Investment company. The team is in Rochelle Park, New Jersey, and their services include Funding & Investment and Commercial Financing.
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$1,000+Undisclosed50 - 249
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Launched in 2000, Associates Insurance Agency is a midsize Insurance Services & Brokers company. Their team specializes in Insurance Services & Brokers and Fractional CFO Services.
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UndisclosedUndisclosed50 - 249
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Simson Softwares Private Limited is an Insurance Services & Brokers company. Their team is located in Mohali, India and focuses on Insurance Services & Brokers.
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$5,000+< $25 / hr50 - 249New York, NY
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QuickBooks Data Migration is an Accounting company headquartered in New York, New York. The team provides Accounting.
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UndisclosedUndisclosed250 - 999Toronto, Canada
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Launched in 2019, Sunlite Mortgage is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning.
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$1,000+< $25 / hr50 - 249Sugar Land, TX
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Launched in 2015, Tax Cutter is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249New York, NY
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In New York, New York and New York, New York, Honig Conte Porrino Insurance is an Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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CityTowers Property Management Inc. Is a Commercial Property Management company launched in 2007. Their team offers Commercial Property Management and Commercial Development.
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UndisclosedUndisclosed50 - 249Manchester, England
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Accounts Direct is a Business Consulting company. The Manchester, England-based agency was launched in 1990. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Auckland, New Zealand
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Walker Wayland, a small Business Consulting company, is in Auckland, New Zealand. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
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Accounting company SAL Accounting is headquartered in Toronto, Canada and Mississauga, Canada. The team provides Accounting.
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UndisclosedUndisclosed1,000 - 9,999Jaipur, India
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Financial Advising & Planning company SK Finance Limited is located in Jaipur, India. Founded in 1994, the team focuses on Financial Advising & Planning.
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$1,000+$25 - $49 / hr50 - 249Chennai, India
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Hinote is an Accounting company. They are in Chennai, India and have midsize team. They focus on Accounting and HR Outsourcing.
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$25,000+< $25 / hr1,000 - 9,999Bengaluru, India
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Established in 2003, Pierian Services is an IT managed services company. The firm specializes in IT managed services and Finance & Accounting Outsourcing (FAO), and is large.
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UndisclosedUndisclosed10 - 49
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Multi Risk Insurance, an Insurance Services & Brokers company, is based in Toronto, Canada. The team provides Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Nathan Trust, an Accounting company, offers Accounting and IT strategy consulting. The company is in Dublin, Ireland.
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$10,000+$50 - $99 / hr10 - 49Lake Oswego, OR
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Launched in 2010, Lifelong Wealth Management Group is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Gurugram, India
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Accounting company Dsrv India specializes in Accounting and Business Consulting. They are headquartered in Gurugram, India.
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$1,000+$25 - $49 / hr250 - 999
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Located in Ahmedabad, India, Knowcraft Analytics is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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$1,000+Undisclosed10 - 49Christchurch, New Zealand
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Launched in 2017, Cambridge Partners, a small Financial Advising & Planning company, is based in Christchurch, New Zealand. Their services include Financial Advising & Planning.
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$75,000+$150 - $199 / hr50 - 249Palmdale, CA
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Founded in 2016, QuickBooks File Doctor is an Accounting company. Located in Palmdale, California, the team specializes in Accounting and Commercial Financing.
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$1,000+< $25 / hr50 - 249Mumbai, India
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Contetra Private Limited is a Mumbai, India-based ERP consulting and SI company. The team offers ERP consulting and SI and Finance & Accounting Outsourcing (FAO).
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$50,000+Undisclosed10 - 49Austin, TX
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Truspan Financial is an Accounting and Financial Advising & Planning company. They are headquartered in Austin, Texas, and their services include Accounting and Financial Advising & Planning.
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$25,000+$100 - $149 / hr10 - 49Ahmedabad, India
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Gruhfin is a Financial Advising & Planning and Financial Consulting company in Ahmedabad, India. They specialize in Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9
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Law Council Group is a Business Consulting company launched in 2020. The team focuses on Business Consulting and Accounting.
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$1,000+$50 - $99 / hr250 - 999Miami, FL
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EatOS is a midsize Product Design company. Launched in 2017, the team specializes in Product Design and Packaging Design.
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$1,000+< $25 / hr10 - 49
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Accounting company Globus Finanza was founded in 2016. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr50 - 249Chirnside Park, Australia
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Headquartered in Chirnside Park, Australia, The Field Group is a Commercial Financing and Accounting company. The team specializes in Commercial Financing and Accounting.
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$5,000+Undisclosed10 - 49Roswell, GA
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Quality Systems Enhancement is a social media marketing firm. They focus on Social Media Marketing and Conversion Optimization and were launched in 2021.
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$25,000+Undisclosed10 - 49
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Located in Ruislip, England, Offshore Gateways is a Financial Advising & Planning company. The team offers Financial Advising & Planning and Funding & Investment.
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$1,000+Undisclosed2 - 9Concord, CA
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Highland Valley Digital is a Digital Strategy company. They provide Digital Strategy and Business Consulting and were established in 2021. The company is based in Concord, California.
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$1,000+Undisclosed10 - 49Chagrin Falls, OH
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Universal Tax Professionals, a Tax Law company, was founded in 2013. The company specializes in Tax Law and Accounting.
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UndisclosedUndisclosed50 - 249Al Kuwayt, Kuwait
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Founded in 2002, Baker Tilly Kuwait is a Corporate Training & Coaching company. The agency provides Corporate Training & Coaching and Accounting, and is midsize.
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UndisclosedUndisclosed10 - 49Gravesend, England
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21Finance is a Funding & Investment company launched in 2022. The small team specializes in Funding & Investment and Financial Consulting.
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$10,000+< $25 / hr2 - 9
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The HMO MortgageBroker is an Accounting and Financial Consulting company. Established in 2014, the agency is based in London, England. Their team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosed250 - 999Jaipur, India
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Square Insurance Brokers Pvt. Ltd., an Insurance Services & Brokers company, was launched in 2017. The agency focuses on Insurance Services & Brokers, and is midsize.
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UndisclosedUndisclosed10 - 49Leeds, England
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Matt Haycox is a small Corporate Training & Coaching company headquartered in Leeds, England. Their services include Corporate Training & Coaching and Commercial Financing.
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Undisclosed$100 - $149 / hr50 - 249Knoxville, TN
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RemoteBooksOnline LLC is a Finance & Accounting Outsourcing (FAO) and Accounting company. The Knoxville, Tennessee-based company specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Staten Island, NY
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Small Financial Advising & Planning and Financial Consulting company The Debt Relief Co, is located in Staten Island, New York. The team offers Financial Advising & Planning and Financial
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UndisclosedUndisclosed50 - 249Ludhiana, India
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Findoc, a Financial Advising & Planning and Business Valuation Services company, is in Ludhiana, India. They offer Financial Advising & Planning and Business Valuation Services.
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Undisclosed$100 - $149 / hr10 - 49Sofia, Bulgaria
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VEDA is a Conversion Optimization company. Founded in 2011, the firm provides Conversion Optimization and Custom Software Development.
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$1,000+Undisclosed10 - 49
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Business Consulting company VIRTUE CORPORTAE SERVICES LLC FZ was launched in 2021. The agency specializes in Business Consulting and Accounting, and is small.
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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.