Top Financial Services Firms
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Featured
What are Featured Providers?
$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 - 249Dubai, United Arab Emirates
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In Dubai, United Arab Emirates, AAC Global is a midsize Business Consulting company. Their services include Business Consulting and Accounting.
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$1,000+< $25 / hr2 - 9Gosnells, Australia
Services provided
Mundy Solutions, an Accounting company, was established in 2019. The firm specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$50,000+$50 - $99 / hr250 - 999München, Germany
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Stb-seethaler is an Accounting company. Their team is located in München, Germany and offers Accounting and Commercial Financing.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
Services provided
Small Accounting company SenatMea Management Consultancy, is headquartered in Dubai, United Arab Emirates. The team specializes in Accounting and Business Consulting.
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$5,000+$200 - $300 / hr2 - 9Dubai, United Arab Emirates
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XB4 is an Accounting company. Headquartered in Philadelphia, Pennsylvania and Dubai, United Arab Emirates, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Tucson, AZ
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Contempo HCM is an Accounting company. Launched in 2019, their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49N MARTINSVLLE, WV
Services provided
Established in 2020, Vic Wadhwa, a small Accounting and Business Consulting company, is located in N MARTINSVLLE, West Virginia. Their services include Accounting and Business Consulting.
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$25,000+$25 - $49 / hr10 - 49Delhi, India
Services provided
Clarico Financial & Advisory Services, an Accounting and Finance & Accounting Outsourcing (FAO) company, was founded in 2013. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Kajang, Malaysia
Services provided
Midsize Accounting company S Yong & Associates, is based in Kajang, Malaysia. Their services include Accounting.
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$5,000+$150 - $199 / hr10 - 49Seattle, WA
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Business Consulting company Alescent offers Business Consulting and Finance & Accounting Outsourcing (FAO). They were founded in 2010.
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$1,000+< $25 / hr2 - 9Cabuyao, Philippines
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Located in Cabuyao, Philippines, Romero Business Management Consultancy is a small Accounting company. Their services include Accounting and Business Consulting.
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$50,000+$200 - $300 / hr10 - 49İstanbul, Türkiye
Services provided
I Can Advisory is a Business Consulting company. They were launched in 2015 and focus on Business Consulting and Accounting.
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$1,000+< $25 / hr2 - 9North Finchley, , England
Services provided
Established in 2018, Mizzle LTD is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is in North Finchley, , England.
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$1,000+$50 - $99 / hrFreelancerHelenville, WI
Services provided
Uncle Sam's Accounting LLC is a Helenville, Wisconsin-based Accounting company. The team specializes in Accounting.
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$1,000+$50 - $99 / hr2 - 9Pune, India
Services provided
KARTIK M JAIN AND ASSOCIATES is an Accounting company founded in 2015. The team offers Accounting.
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$1,000+$150 - $199 / hr10 - 49Philadelphia, PA
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Kim Yeung Ling P.C., an Accounting company, was established in 1982. The team focuses on Accounting and Business Consulting and is located in Philadelphia, Pennsylvania and Philadelphia,
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UndisclosedUndisclosed10 - 49Abu Dhabi, United Arab Emirates
Services provided
Inspire MS Tax Consultancy is an Accounting company. Their small team is headquartered in Abu Dhabi, United Arab Emirates. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Dubai, United Arab Emirates
Services provided
MNV Associates, an Accounting company, was launched in 2019. They specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Zürich, Switzerland
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STM Steuerberatung & Treuhand Mettler AG is an Accounting company. The team offers Accounting, and the company is in Zürich, Switzerland.
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UndisclosedUndisclosed10 - 49Mérida, Mexico
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Small Accounting company MexTax Accounting Services Mexico, is located in Mérida, Mexico and Playa del Carmen, Mexico. Their services include Accounting.
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UndisclosedUndisclosed10 - 49London, England
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Based in London, England, Bell Howley Perrotton LLP is a Business Consulting company. Their services include Business Consulting and Accounting.
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$1,000+$50 - $99 / hr10 - 49Welland, Canada
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RM Bookkeeping & Accounting Services is a Business Consulting and Accounting company. They were founded in 2006 and offer Business Consulting and Accounting.
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$1,000+$25 - $49 / hr10 - 49Kraków, Poland
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Sterling Outsourcing Sp zoo is a small Accounting company. They specialize in Accounting and Back Office Outsourcing and were founded in 2006.
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$1,000+Undisclosed10 - 49Wilmington, DE
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GKM is an Accounting and Finance & Accounting Outsourcing (FAO) company launched in 1999. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Focus LLP is a small Accounting company founded in 2019. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Nexus Accounting is an Accounting company. In Calgary, Canada, the agency focuses on Accounting.
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$1,000+$50 - $99 / hr10 - 49Gurugram, India
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Finance & Accounting Outsourcing (FAO) company Renous Consulting was established in 2015. The company offers Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing, and is small.
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$1,000+$25 - $49 / hr2 - 9Bogotá, Colombia
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Established in 2019, Barclays Contadores Asesores is an Accounting and Finance & Accounting Outsourcing (FAO) company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr2 - 9Suwałki, Poland
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H&O Consulting is a small Suwałki, Poland-based Accounting and Finance & Accounting Outsourcing (FAO) company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9Ajman, United Arab Emirates
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Accounting company Vatbox was established in 2018. The company specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$250,000+$25 - $49 / hr10 - 49Alafaya, FL
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Tax Prep Buddies,LLC, an Accounting and Finance & Accounting Outsourcing (FAO) company, was established in 2020. They focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed50 - 249Ahmedabad, India
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Wipra World Wide is a midsize Accounting company. They offer Accounting and Custom Software Development and were established in 1993.
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$1,000+$25 - $49 / hr250 - 999Sharjah, United Arab Emirates
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Launched in 2017, Al Wahda Group is a midsize Finance & Accounting Outsourcing (FAO) company. Their team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$25,000+$50 - $99 / hr2 - 9Alpharetta, GA
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Success Fluent, a small Accounting and Finance & Accounting Outsourcing (FAO) company, is located in Alpharetta, Georgia. Their services include Accounting and Finance & Accounting Outsourcing
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$1,000+$150 - $199 / hr2 - 9Red Deer County, Canada
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Horizon CPA is an Accounting company. The Red Deer County, Canada-based team offers Accounting.
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UndisclosedUndisclosed10 - 49Ajman, United Arab Emirates
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Small Accounting and Business Consulting company Accurate Audit & Associates, is headquartered in Ajman, United Arab Emirates. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paris, France
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Dinergie - Expert-comptable, a small Accounting company, is located in Paris, France. The team focuses on Accounting and Business Consulting.
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$1,000+$200 - $300 / hr2 - 9Melbourne, Australia
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RBizz Solutions Chartered Accountants And Tax Agents is a small Melbourne, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Champaign, IL
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RDB Certified Public Accountants is an Accounting company. They were launched in 2018 and offer Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Southbank, Australia
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TAX & ACCOUNTING HOUSE is an Accounting company. They focus on Accounting and were founded in 2018. The company is based in Southbank, Australia and Cairnlea, Australia.
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UndisclosedUndisclosed10 - 49Cheltenham, Australia
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Abletax Business Solutions is a small Cheltenham, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$100 - $149 / hr10 - 49Pudsey, England
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BPR Heaton Chartered Accountants is an Accounting company. Located in Pudsey, England, their small team provides Accounting and Finance & Accounting Outsourcing (FAO). The agency was founded in
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$1,000+$25 - $49 / hr2 - 9Manchester, England
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DIGI Accountancy is an Accounting and Finance & Accounting Outsourcing (FAO) company located in Manchester, England. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$300+ / hr2 - 9New York, NY
Services provided
Detaxify - Tax Relief is a Business Consulting company founded in 2017. Their team provides Business Consulting and Accounting.
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$1,000+$25 - $49 / hr10 - 49Gurugram, India
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Established in 2010, KGMC India is a small Accounting and Finance & Accounting Outsourcing (FAO) company. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed< $25 / hr2 - 9
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Accounting and Financial Advising & Planning company S&T Associates focuses on Accounting and Financial Advising & Planning. They are located in London , England.
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UndisclosedUndisclosed2 - 9Wentworth Point, Australia
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MYM Accounting and Business Consultancy is an Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and are headquartered in Wentworth Point, Australia.
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$1,000+$50 - $99 / hr2 - 9Milwaukee, WI
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Terrence Rice, CPA is an Accounting and Tax Law company. They are located in Milwaukee, Wisconsin and have small team of experts. Their services include Accounting and Tax Law.
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$5,000+$300+ / hr10 - 49Dallas, TX
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OverlayAnalytics, a big data analytics company, offer BI & big data consulting & SI and ERP consulting and SI. They were founded in 2018.
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$1,000+$100 - $149 / hrFreelancerBristol, England
Services provided
Located in Bristol, England, Tibbington Consulting is an Insurance Services & Brokers company. The team offers Insurance Services & Brokers.
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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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.