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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UndisclosedUndisclosed50 - 249Toronto, Canada
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Danforth Insurance is an Insurance Services & Brokers company based in Toronto, Canada. They provide Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Paço de Arcos, Portugal
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REWARD Consulting is an Accounting company established in 2012. The small team provides Accounting and Business Consulting.
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$100,000+Undisclosed10 - 49Medicine Hat, Canada
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NowCPA is a Finance & Accounting Outsourcing (FAO) company. Launched in 2018, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$100 - $149 / hr2 - 9Waynesboro, VA
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On Deck Marketing is a public relations agency launched in 2023. Located in Waynesboro, Virginia, the team offers Public Relations and Search Engine Optimization.
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$1,000+$150 - $199 / hr10 - 49Snohomish, WA
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North Star Tax & Accounting is an Accounting company. Their small team is in Snohomish, Washington and Lynden, Washington. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49East Brunswick, NJ
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SAI CPA Services is a Commercial Financing company launched in 2004. Headquartered in East Brunswick, New Jersey, the team offers Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Yongin-si, South Korea
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J&J Korea is a Business Consulting company. They provide Business Consulting and Financial Advising & Planning and are based in Yongin-si, South Korea.
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$1,000+< $25 / hr10 - 49Kraków, Poland
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MK Job is an Accounting company. Headquartered in Kraków, Poland, their team provides Accounting and Labor & Employment Law.
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$1,000+$50 - $99 / hr2 - 9Tunis, Tunisia
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Accounting company Slim OUANES Audit & Consultancy is located in Tunis, Tunisia. They specialize in Accounting and Insurance Services & Brokers and were founded in 2001.
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UndisclosedUndisclosed10 - 49
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Epoch Financial is a Finance & Accounting Outsourcing (FAO) company. Their team is in Atlanta, Georgia. The firm focuses on Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$5,000+$25 - $49 / hr50 - 249Toronto, Canada
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In Toronto, Canada, Frontwater Capital is a Financial Advising & Planning company. They provide Financial Advising & Planning and Fractional CFO Services and were founded in 2024.
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$1,000+$25 - $49 / hr2 - 9Navi Mumbai, India
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Jain Anurag & Associates is an Accounting company. They are located in Navi Mumbai, India and Navi Mumbai, India and have small team. They specialize in Accounting and Tax Law.
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UndisclosedUndisclosed10 - 49Sheung Wan, Hong Kong
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Galaxy integrated corporate solution is an Accounting company. The Sheung Wan, Hong Kong-based agency was established in 2020. Their services include Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr50 - 249Yerevan, Armenia
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Instigate Consulting is a public relations company. Founded in 2014, their team offers Public Relations and Business Consulting.
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Undisclosed$150 - $199 / hr2 - 9Langley, Canada
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JD TAX & ACCOUNTING INC., an Accounting company, offer Accounting. They were founded in 2002.
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Undisclosed$100 - $149 / hr10 - 49
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Finance & Accounting Outsourcing (FAO) company finwise SA focuses on Finance & Accounting Outsourcing (FAO) and Commercial Financing. They were launched in 2020.
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UndisclosedUndisclosed10 - 49
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Business Consulting company HLB AG is based in Lusail City, Qatar. Their services include Business Consulting and Commercial Financing.
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$5,000+$50 - $99 / hr50 - 249
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Student Cover, a Financial Advising & Planning and Insurance Services & Brokers company, was launched in 2008. The firm offers Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249
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Located in Indore, India, Task Source is a web design agency. Established in 2020, the team provides Web Design and Graphic Design.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Traktion, is headquartered in Dallas, Texas. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Finch Consulting is a Business Consulting company established in 2020. The small team offers Business Consulting and Corporate Training & Coaching.
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$100,000+$150 - $199 / hr2 - 9
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Appventure GmbH & Co. KG is a small IT strategy consulting company launched in 2020. Their services include IT strategy consulting and BI & big data consulting & SI.
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$1,000+< $25 / hr10 - 49
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Amm Associates, a Business Consulting company, was established in 1986. The team specializes in Business Consulting and Accounting and is headquartered in New Delhi, India.
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Undisclosed$25 - $49 / hr2 - 9Dallas, TX
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Business Consulting company bshaccounting is in Dallas, Texas. Established in 2000, the team specializes in Business Consulting and Accounting.
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Undisclosed$100 - $149 / hr10 - 49
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Torchlight Tax & Financial Solutions is an Accounting company. Located in Las Vegas, Nevada, the team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Warwick, RI
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Business Closed is an Insurance Services & Brokers company. Their small team is located in Warwick, Rhode Island and offers Insurance Services & Brokers. The agency was established in 2020.
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UndisclosedUndisclosed2 - 9Sandton, South Africa
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ANLO Financial Solutions is a small Accounting company located in Sandton, South Africa. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49
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Mobile & App Marketing company GoDocm was established in 2020. The company specializes in Mobile & App Marketing and Mobile App Development, and is small.
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UndisclosedUndisclosed2 - 9
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Headquartered in Watauga, Texas, Jasso Group Insurance & Financial Services is an Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.
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$1,000+< $25 / hr10 - 49Quedgeley, England
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Virgate Accounts Ltd is an Accounting and Finance & Accounting Outsourcing (FAO) company. Located in Quedgeley, England, the agency provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249
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Launched in 2021, 7 Sky Consultancy Pvt Ltd is a midsize Lahore, Pakistan-based Advertising company. Their team focuses on Advertising and Event Marketing.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Dimov Audit is an Accounting company. Established in 2008, the company is based in San Francisco, California. Their services include Accounting.
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Undisclosed< $25 / hr1,000 - 9,999
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Founded in 2004, Property Management Backoffice, a large Business Consulting company, is headquartered in Wexford, Pennsylvania. Their team provides Business Consulting and Back Office Outsourcing.
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$1,000+$300+ / hr50 - 249
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FundTQ is a Business Consulting company. In Gurugram, India, their midsize team offers Business Consulting and Commercial Financing. The agency was founded in 2018.
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UndisclosedUndisclosed2 - 9
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Founded in 2020, Greenlight Insurance Brokers Limited is a small Rotorua, New Zealand-based Contract Manufacturing company. Their services include Contract Manufacturing and Customs brokerage.
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$10,000+$50 - $99 / hr50 - 249Ahmedabad, India
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Abtik Group of Companies is an Ahmedabad, India-based Business Consulting company. They offer Business Consulting and Financial Advising & Planning.
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$5,000+$150 - $199 / hr2 - 9
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Eclipse Advisory is a small Business Consulting company founded in 2017. Their services include Business Consulting and Accounting.
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$100,000+$25 - $49 / hr50 - 249
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TaxTrex | R&D Tax Credit Software is an Accounting company. Founded in 1995, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49
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Arizona Zero Down Bankruptcy is a Financial Advising & Planning company headquartered in Phoenix, Arizona. Launched in 2012, the team focuses on Financial Advising & Planning and Finance Law.
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$1,000+< $25 / hr50 - 249Wilmington, DE
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Based in Wilmington, Delaware, Glocal Accounting is a big data company. Established in 2007, the team specializes in BI & big data consulting & SI and Cybersecurity.
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$10,000+Undisclosed2 - 9
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Esinli Capital, a Commercial Financing company, was established in 2024. They specializes in Commercial Financing and Financial Advising & Planning.
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$1,000+$100 - $149 / hr10 - 49
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DLB Consulting is a Business Consulting company. They are located in Baku, Azerbaijan, and their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Wellington, New Zealand
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Michael Anastasiadis | Mortgage Adviser Wellington is a Financial Advising & Planning company established in 2008. The small team provides Financial Advising & Planning and Business Consulting.
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Undisclosed< $25 / hr250 - 999Sheridan, WY
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Mercurius Advisory Services is an Accounting company. Their team is based in Sheridan, Wyoming and New Delhi, India and provides Accounting and Fractional CFO Services.
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$1,000+< $25 / hr50 - 249Edmonton, Canada
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Akan Insurance is an Insurance Services & Brokers company. They offer Insurance Services & Brokers and were founded in 2000.
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UndisclosedUndisclosed2 - 9
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Accurate Advisory Group is a small Accounting company in Wesley Chapel, Florida. Their services include Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr50 - 249
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Vigor Accounting & Consultancy is a Commercial Financing company in Dubai, United Arab Emirates. Founded in 2016, the team focuses on Commercial Financing and Accounting.
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$5,000+$50 - $99 / hr10 - 49Halifax, Canada
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Dean & Associate is a Commercial Financing company. In Halifax, Canada, the company was established in 2010. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249
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Internal Accounting Services is a Business Consulting company. They are in Philadelphia, Pennsylvania and have midsize team. They focus on Business Consulting and Accounting.
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$1,000+Undisclosed10 - 49Tallinn, Estonia
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Manimama OÜ is a Business Consulting company. The Tallinn, Estonia-based firm was founded in 2021. Their services include Business Consulting and Corporate Law.
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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.