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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UndisclosedUndisclosed50 - 249Port Melbourne, Australia
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In Port Melbourne, Australia, Reliable Melbourne Accountants is an Accounting company. The team offers Accounting and Business Valuation Services.
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$1,000+< $25 / hr2 - 9Perinjanam, India
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Appeonix Creative Lab, a web design agency, is headquartered in Perinjanam, India. Established in 2014, the team specializes in Web Design and Mobile App Development.
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$1,000+$50 - $99 / hr50 - 249Surrey, Canada
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Insurance Services & Brokers company Allied Insurance Services Inc was founded in 2000. Based in Surrey, Canada, the team provides Insurance Services & Brokers and Financial Advising & Planning.
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$1,000+$100 - $149 / hr10 - 49
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Support Tree is an IT strategy consulting company. They offer IT strategy consulting and Cybersecurity and are headquartered in London, England.
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UndisclosedUndisclosed1,000 - 9,999
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Ruloans Distribution is a large Mumbai, India-based Insurance Services & Brokers and Funding & Investment company. Their services include Insurance Services & Brokers and Funding & Investment.
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UndisclosedUndisclosed2 - 9
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Intermountain Wealth Management, a small Financial Advising & Planning company, is based in Idaho Falls, Idaho. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
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Ira travels pachmarhi ( Taxi / cab services) is a Financial Advising & Planning company. The team offers Financial Advising & Planning, and the firm is located in Pachmarhi, India.
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UndisclosedUndisclosed10 - 49
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Established in 2019, APOLO ENTERPRISE CONSULTING CO.,LTD is an Accounting company. Their services include Accounting and Corporate Law.
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UndisclosedUndisclosed2 - 9
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Headquartered in Peachtree City, Georgia, BJM Peachtree City is a small Accounting company. The team specializes in Accounting and Financial Advising & Planning.
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$10,000+< $25 / hr250 - 999Nagpur, India
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Founded in 2007, DhanInfo is a midsize Nagpur, India-based Back Office Outsourcing company. Their team offers Back Office Outsourcing and Accounting.
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$5,000+$25 - $49 / hr50 - 249New Delhi, India
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AKCJ Ventures, a Funding & Investment company, is based in New Delhi, India. Established in 2022, the team specializes in Funding & Investment and Financial Consulting.
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UndisclosedUndisclosed50 - 249Dania Beach, FL
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Located in Dania Beach, Florida, OCMI Workers Comp is an Insurance Services & Brokers company. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
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AIM S Australia is a Business Consulting and Accounting company. The team provides Business Consulting and Accounting, and the company is located in Caulfield South, Australia.
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$1,000+< $25 / hr50 - 249Bogotá, Colombia
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Solventa is a Finance & Accounting Outsourcing (FAO) company established in 2000. Their services include Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Tank Insurance is an Insurance Services & Brokers company. They were established in 2023 and offer Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
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Fisher & Wilsey, P.A. Is a branding firm. They provide Branding and Insurance Services & Brokers and were founded in 2020. The agency is in St. Petersburg, Florida.
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UndisclosedUndisclosed10 - 49
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Finance & Accounting Outsourcing (FAO) company Knoxville Insurance Group focuses on Finance & Accounting Outsourcing (FAO) and Accounting. They are headquartered in Knoxville, Tennessee.
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UndisclosedUndisclosed10 - 49
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Raines & Fischer, LLP is an Accounting company. Established in 1984, the team specializes in Accounting. The firm is based in New York, New York.
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UndisclosedUndisclosed10 - 49Aachen, Germany
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Founded in 2000, e-dynamics GmbH is an user experience design company. Their services include UX/UI Design and BI & big data consulting & SI.
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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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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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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.