Top Financial Services Firms
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Featured
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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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UndisclosedUndisclosed10 - 49Ware, England
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Accounting Wise is a small Ware, England-based Accounting company. The team specializes in Accounting.
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$1,000+< $25 / hr10 - 49
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Ofin Legal Private Limited, an Advertising company, is based in. Their services include Advertising and Branding.
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$100,000+Undisclosed10 - 49
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Xenom Energy is a Logistics & Supply Chain Consulting company. They were established in 2019 and offer Logistics & Supply Chain Consulting and Accounting.
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$1,000+< $25 / hr50 - 249New Delhi, India
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INMACS Management Services Limited is an Accounting company in New Delhi, India and Gurugram, India. The team focuses on Accounting and Corporate Training & Coaching.
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$5,000+< $25 / hr250 - 999Delhi, India
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CNK RK & Co. Is an Accounting company. Launched in 1936, the firm specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed2 - 9Greenwood Village, CO
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Team 80 is an Accounting company headquartered in Greenwood Village, Colorado. Launched in 2014, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Landa & Associates Tax & Accounting Firm is a Miami, Florida-based Accounting company. Their services include Accounting.
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$1,000+< $25 / hrFreelancerBucharest, Romania
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Accounting Studio is an Accounting company launched in 2020. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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Lodestar Taxes is a small Accounting company based in Charlotte, North Carolina. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49New Delhi, India
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Workforce Consulting is a New Delhi, India-based Accounting company. They offer Accounting and HR Consulting.
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$1,000+Undisclosed2 - 9Wilmington, DE
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Gary Mehta, CPA, EA is an Accounting company. Founded in 2007, the team offers Accounting and Business Consulting. The agency is located in Wilmington, Delaware.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Kiltons Business Setup Services is an Accounting and Business Consulting company established in 2000. Their team specializes in Accounting and Business Consulting.
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Undisclosed$200 - $300 / hr2 - 9Riverview, FL
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TAX HAPPENS LLC is an Accounting company. They are headquartered in Riverview, Florida. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Bradford on Avon, England
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Based in Bradford on Avon, England, Wiltshire Wealth is a small Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Stony Brook, NY
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Long Island Tax Solutions is a small Accounting company based in Stony Brook, New York. Their services include Accounting.
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$1,000+< $25 / hr2 - 9Dubai, United Arab Emirates
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BCM Corporate Services LLC is an Accounting company. They were founded in 2017, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Limerick, Ireland
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Accounting company McGuinness & Co was launched in 1996. Based in Limerick, Ireland, the team specializes in Accounting and Business Consulting.
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$10,000+Undisclosed10 - 49Dubai, United Arab Emirates
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Bader Saleh Auditing Of Accounts is a small Dubai, United Arab Emirates-based Accounting company. Their services include Accounting.
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$5,000+$25 - $49 / hr10 - 49Rio de Janeiro, Brazil
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Expertisa, a Business Consulting company, was founded in 2013. Headquartered in Rio de Janeiro, Brazil and São Paulo, Brazil, the team offers Business Consulting and Accounting.
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$1,000+Undisclosed10 - 49Elizabeth East, Australia
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INSIGHTS MANAGEMENT ADVISORY PTY LTD is a Business Consulting company in Elizabeth East, Australia and Riyadh, Saudi Arabia. Their services include Business Consulting and Back Office Outsourcing.
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$1,000+$100 - $149 / hr2 - 9MANCHESTER, England
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Murphy Thompson Moore LLP is an Accounting and Business Consulting company. They are in MANCHESTER, England and have small team. They focus on Accounting and Business Consulting.
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$1,000+< $25 / hr50 - 249Dubai, United Arab Emirates
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Recruits Management Consultancy is a Corporate Training & Coaching company. The Dubai, United Arab Emirates-based team provides Corporate Training & Coaching and Accounting.
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$1,000+< $25 / hrFreelancerSan Francisco, CA
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Founded in 2012, ArccMedia is a small Advertising company headquartered in San Francisco, California. Their team focuses on Advertising and Social Media Marketing.
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$50,000+$100 - $149 / hr10 - 49دبي, United Arab Emirates
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Flyingcolour Tax services is a Finance & Accounting Outsourcing (FAO) company established in 2004. Their team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$200 - $300 / hr2 - 9Phillip, Australia
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AdvisorCorp is an Accounting company. Their small team is in Phillip, Australia and Canberra, Australia and provides Accounting and Commercial Financing. The company was launched in 2016.
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$5,000+$300+ / hr10 - 49Parramatta, Australia
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Located in Parramatta, Australia, LMS ADVISORY PTY LTD is an Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Tweed Heads South, Australia
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Grow Advisory Group is an Accounting company. They are located in Tweed Heads South, Australia and Nerang, Australia and have small team. Their team specializes in Accounting and Marketing Strategy.
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$1,000+< $25 / hr10 - 49Hialeah, FL
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DAB Premium Finance is a Finance & Accounting Outsourcing (FAO) company. They were founded in 2011 and provide Finance & Accounting Outsourcing (FAO) and Business Consulting.
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UndisclosedUndisclosed10 - 49Al Ain, United Arab Emirates
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Business Consulting company Systrix IT Solutions is located in Al Ain, United Arab Emirates. The team provides Business Consulting and IT managed services.
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Undisclosed$50 - $99 / hr10 - 49Minneapolis, MN
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Owl Bookkeeping and CFO Services is a Finance & Accounting Outsourcing (FAO) and Accounting company launched in 2002. Their team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Il-Mosta, Malta
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Founded in 2014, Zampa Debattista is a midsize Il-Mosta, Malta-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
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Launched in 2003, Tandem Innovation Group is a Finance & Accounting Outsourcing (FAO) company. The agency focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is midsize.
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$1,000+Undisclosed2 - 9Tweed Heads, Australia
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Based in Tweed Heads, Australia, Oculus Group is an Accounting company. Their services include Accounting and Commercial Financing.
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$1,000+< $25 / hr2 - 9
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Estudio Contable Latitud is an Accounting company. Headquartered in CYN, Argentina, their small team provides Accounting. The company was launched in 2006.
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UndisclosedUndisclosed10 - 49
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Reality Solutions is a small IT managed services company. They specialize in IT managed services and Custom Software Development and were launched in 1999.
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$1,000+< $25 / hr10 - 49دبي, United Arab Emirates
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Virtual Accountants LLC, an Accounting company, provides Accounting and Finance & Accounting Outsourcing (FAO). The agency is in دبي, United Arab Emirates.
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UndisclosedUndisclosed10 - 49Kuala Lumpur, Malaysia
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Chia, Ka & Partners PLT is an Accounting company. The team is based in Kuala Lumpur, Malaysia, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49Valladolid, Spain
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Informes Contables, an Accounting company, was established in 1983. Located in Valladolid, Spain, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Newcastle upon Tyne, England
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Stryde Accountancy Ltd is an Accounting company. Located in Newcastle upon Tyne, England, their small team offers Accounting and Business Consulting. The company was established in 2015.
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$50,000+$25 - $49 / hr50 - 249Melbourne, Australia
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Penders is a midsize Melbourne, Australia-based Finance & Accounting Outsourcing (FAO) and Accounting company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49King of Prussia, PA
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Pen-Ex: A Villanova Insurance Partners Company is a Commercial Property Management and Insurance Services & Brokers company. Their services include Commercial Property Management.
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$1,000+< $25 / hr2 - 9Alicante (Alacant), Spain
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PBA | PERSONAL BUSINESS ADVISORY is an Accounting company established in 2020. The firm focuses on Accounting and Business Consulting, and is small.
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$100,000+$200 - $300 / hr1,000 - 9,999
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Established in 2000, bokforingsfrid.se Bokföring Göteborg, a large Accounting company, is located in Via de Corts, Catalanes,, Sweden. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Newcastle upon Tyne, England
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Accounting Inc., an Accounting company, was established in 2016. The agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Noida, India
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Established in 2019, BizAdvisors Ites Private Limited is a small Noida, India-based Business Consulting and Accounting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Calgary, Canada
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Small Business Tax Accountants is a small Accounting company based in Calgary, Canada and Calgary, Canada. Their services include Accounting and Business Consulting.
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$50,000+Undisclosed50 - 249Worsley, England
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Swift Debt Help is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their services include Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr250 - 999Dallas, TX
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Infinity Globus - a springline company is an Accounting company. Located in Dallas, Texas, their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Sugar Land, TX
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Momin & momin, CPAs is an Accounting company. They are headquartered in Sugar Land, Texas and have small team. They offer Accounting and Business Consulting.
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$1,000+< $25 / hr50 - 249Gilbert, AZ
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Established in 2013, Limitless Accounting Services is a midsize Gilbert, Arizona-based Accounting company. Their services include Accounting and Advertising.
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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.