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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$1,000+$25 - $49 / hr2 - 9
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Manthan Experts: Financial Advisor is an Accounting company. In New Delhi, India, the team focuses on Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9
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Mercurius & Associates LLP is a Finance & Accounting Outsourcing (FAO) company. They were established in 2000 and provide Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$100 - $149 / hr10 - 49Tallinn, Estonia
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Founded in 2018, Silva Hunt, a small Business Consulting company, is based in Tallinn, Estonia. Their services include Business Consulting and Accounting.
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$1,000+$25 - $49 / hr10 - 49Boise, ID
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Idaho Tax & Bookkeeping Services is an Accounting company. Their team is headquartered in Boise, Idaho. The company specializes in Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49
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In Lyons, Illinois, Del Real Tax Group Inc is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed10 - 49
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Xact Accountants, a Business Consulting and Accounting company, was founded in 2017. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosedFreelancer
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Established in 2020, Investor's Advantage Corp. Is an Advertising company. The team specializes in Advertising and Social Media Marketing.
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UndisclosedUndisclosed250 - 999
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Nomitek is a Business Consulting company. They are headquartered in Ciudad de México, Mexico and have midsize team of experts. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9South Brisbane, Australia
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Insurance Services & Brokers company Austcover was launched in 2020. Headquartered in South Brisbane, Australia, the team specializes in Insurance Services & Brokers.
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$1,000+Undisclosed50 - 249Dubai, United Arab Emirates
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ERP consulting and SI company CLA Emirates (formerly Emirates Chartered Accountants Group) was established in 2005. The midsize team focuses on ERP consulting and SI and Business Consulting.
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$1,000+< $25 / hr10 - 49
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Founded in 2018, Minding My Books is a small Accounting company based in Cheboygan, Michigan. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Southlake, TX
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Mills Wealth Advisors is a Direct Marketing company. The firm is headquartered in Southlake, Texas. Their services include Direct Marketing and Conversion Optimization.
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UndisclosedUndisclosed250 - 999
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Headquartered in Terrell, Texas, Qbookassist is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed10,000+
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Staffing company Strategic Outsourcing Limited is based in Lagos, Nigeria. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9
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Trinity Accounting Practice is a Beverly Hills, Australia-based IT strategy consulting company. Founded in 2005, the team provides IT strategy consulting and IT managed services.
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Undisclosed$50 - $99 / hr50 - 249
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Midsize Accounting company TAX SAFE Sp. Z o.o, is headquartered in Warsaw, Poland. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed10 - 49
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Based in Nairobi, Kenya, Afrisetup Ltd. Is a Business Consulting company. The team focuses on Business Consulting and Accounting.
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$100,000+Undisclosed250 - 999Port Kembla, Australia
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CBC Group is a Business Consulting company. The agency is located in Port Kembla, Australia. Their team provides Business Consulting and Commercial Property Management.
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UndisclosedUndisclosed2 - 9
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Financial Consulting company Mynd FinTech is based in New Delhi, India. They provide Financial Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Suvit Fintech Private Limited is an AI Agents company. Established in 2022, the team specializes in AI Agents and Accounting. The company is based in Surat, India.
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$1,000+Undisclosed2 - 9Singapore, Singapore
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IFC-Info Capital Pte. Ltd. Is a Financial Consulting company located in Singapore, Singapore. Founded in 2020, the team focuses on Financial Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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TWFG Insurance Pflugerville is an Insurance Services & Brokers company. They are in Pflugerville, Texas and have small team of experts. Their services include Insurance Services & Brokers.
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$1,000+Undisclosed10 - 49Poway, CA
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TurnKey Product Management is a social media marketing company based in Poway, California. Established in 2014, the team offers Social Media Marketing and Email Marketing.
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$1,000+Undisclosed10 - 49
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Launched in 2020, ProAdvisor Solutions is an Accounting company. In Demopolis, Alabama, the team specializes in Accounting.
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$25,000+$150 - $199 / hr250 - 999
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Warehousing & Distribution company IDEAL GROUP is located in Heilbronn, Germany. They provide Warehousing & Distribution and Accounting.
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UndisclosedUndisclosed2 - 9Port Jervis, NY
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Insurance Services & Brokers company Union Bay Risk Advisors was founded in 2020. The team provides Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Rockville, MD
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Ferguson Johnson Wealth Management is a Financial Advising & Planning company. The company is in Rockville, Maryland. Their services include Financial Advising & Planning and Funding & Investment.
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$5,000+$100 - $149 / hr50 - 249
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Established in 2000, Anchor Up is a midsize Vancouver, Canada-based Advertising company. Their services include Advertising and Branding.
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UndisclosedUndisclosed50 - 249Sandton, South Africa
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The Beancounter is a Business Consulting company founded in 2007. Their team specializes in Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
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PVerify, an Insurance Services & Brokers company, was established in 2005. The small team specializes in Insurance Services & Brokers and Insurance Law.
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UndisclosedUndisclosed10 - 49
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RNC is a Business Valuation Services company. Based in Mumbai, India, the company offers Business Valuation Services and Accounting.
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UndisclosedUndisclosedFreelancer
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Established in 1973, gichuripartners.com is a small Nairobi, Kenya-based Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ahmedabad, India
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FinVoyage is an Ahmedabad, India-based Financial Advising & Planning and Financial Consulting company. The team focuses on Financial Advising & Planning and Financial Consulting.
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$1,000+$50 - $99 / hr10 - 49
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Think SME Pte Ltd is a branding company founded in 2013. The firm focuses on Branding and Social Media Marketing.
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$1,000+$25 - $49 / hr2 - 9
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Levitt Insurance Brokers is an Insurance Services & Brokers company. Launched in 1990, the firm specializes in Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9
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Founded in 2012, Financial Planning Fort Collins is a small Fort Collins, Colorado-based Financial Advising & Planning company. Their team focuses on Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed10 - 49
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Geekbooks is an Accounting company. The firm is located in Bondi Junction, Australia. Their team specializes in Accounting and Back Office Outsourcing.
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$5,000+$200 - $300 / hr10 - 49
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Start - Business Solutions is a Market Research company. Launched in 2013, the agency is located in Tbilisi, Georgia. Their services include Market Research and Marketing Strategy.
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UndisclosedUndisclosed2 - 9
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Established in 2008, HC Consultancy Pte. Ltd. Is a small Singapore, Singapore-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Founded in 2003, Superior Trucking Payroll Service is a Back Office Outsourcing and Accounting company. Their services include Back Office Outsourcing and Accounting.
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$1,000+$50 - $99 / hr10 - 49Sheridan, WY
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Founded in 2020, Bretify Consultants is a website development firm. The agency specializes in Web Development and E-Commerce Development.
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$1,000+$25 - $49 / hr2 - 9Mumbai, India
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See all 3 projectsWe are a Chartered Accountancy firm with more than 10 years of establishment. Our team is dedicated towards the benefit and betterment of our clients. The Firm is focused towards reaching its
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Noble Accounting, LLC is a small Finance & Accounting Outsourcing (FAO) company. Founded in 2015, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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Intrepid is an Insurance Services & Brokers company. The Atlanta, Georgia-based firm provides Insurance Services & Brokers and Benefits Administration.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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JB Group, Inc. Is an Accounting company established in 2015. The team provides Accounting and is headquartered in Lincoln, Nebraska.
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UndisclosedUndisclosed10 - 49Huntsville, AL
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Bearden Stroup & Associates, CPAs is an Accounting company in Huntsville, Alabama. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Monterrey, Mexico
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In Monterrey, Mexico, QGA is an Accounting company. They focus on Accounting and Recruiting.
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$1,000+$150 - $199 / hr2 - 9Brookvale, Australia
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Established in 2016, Beaches Accounting, a small Accounting company, is headquartered in Brookvale, Australia. Their services include Accounting.
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$1,000+< $25 / hr10 - 49Dhaka, Bangladesh
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Qormotho Limited is an Accounting company. Founded in 2018, the team offers Accounting and Finance & Accounting Outsourcing (FAO). The agency is based in Dhaka, Bangladesh.
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UndisclosedUndisclosed2 - 9Revelstoke, Canada
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OpnRoad is a small Financial Advising & Planning company established in 2015. Their team provides Financial Advising & Planning and Business Consulting.
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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.