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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Accounting company GENAURLDO USA LLC is in. The team offers Accounting and Commercial Property Management.
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UndisclosedUndisclosed50 - 249New York, NY
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WatsonRice LLP is an Accounting company. The team specializes in Accounting, and the firm is in New York, New York and Newark, New Jersey.
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UndisclosedUndisclosed2 - 9Boston, MA
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In Boston, Massachusetts, Comprehensive Consulting Group LLC is a big data analytics company. They provide BI & big data consulting & SI and Accounting and were launched in 2018.
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UndisclosedUndisclosed2 - 9Greenbelt, MD
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TD Emory, CPA & Associates, a small Accounting company, is located in Greenbelt, Maryland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Certified Advisors LLC is a Financial Advising & Planning company founded in 2001. Their team focuses on Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed2 - 9Claremont, CA
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In Claremont, California, ITS Consulting Incorporated is a CRM consulting and SI company. The team focuses on CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9New Orleans, LA
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Business Consulting company Loyal Consulting and Business Services, Inc. Is headquartered in New Orleans, Louisiana. They offer Business Consulting and Accounting and were established in 2017.
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UndisclosedUndisclosed2 - 9Columbia, MD
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Established in 2020, ADVICE ALLIANCE LLC is a small Accounting company headquartered in Columbia, Maryland. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Founded in 2016, Red River Resources, LLC NavAide, a small IT managed services company, is in San Diego, California. Their team focuses on IT managed services and Accounting.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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Financial Advising & Planning company Lodestar Consulting, Inc. Was founded in 1997. The small team focuses on Financial Advising & Planning and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49New York, NY
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Founded in 2009, Technical Institute of America, Inc. Is an Accounting company. The team provides Accounting and IT managed services and is located in New York, New York.
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UndisclosedUndisclosed2 - 9Ferndale, MI
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Powers Consulting Group, LLC is a Financial Advising & Planning company. They are in Ferndale, Michigan and have small team. Their services include Financial Advising & Planning and HR Consulting.
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UndisclosedUndisclosed2 - 9Houston, TX
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KANAELA, LLC is a small Accounting company founded in 2020. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Winnebago, NE
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Launched in 2004, Blue Earth Marketing Company Ho-Chunk Technical Solutions is a Business Consulting company. The team offers Business Consulting and IT managed services.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Accounting company Mind Your Business Accounting and Consulting Services Inc. Specializes in Accounting and Business Consulting. They were launched in 2015.
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UndisclosedUndisclosed2 - 9Anna, TX
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The One Nine Group Inc. Is an Accounting company. The team offers Accounting and Financial Advising & Planning and is headquartered in Anna, Texas.
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UndisclosedUndisclosed2 - 9
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Accounting company ACURANCE, LLC was founded in 2018. The firm offers Accounting.
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UndisclosedUndisclosed50 - 249Rockville, MD
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Destiny Management Services, LLC is an Accounting company. Established in 1996, the team offers Accounting and Custom Software Development. The agency is in Rockville, Maryland.
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UndisclosedUndisclosed2 - 9Tacoma, WA
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FODENCO LLC is an Accounting company. The team offers Accounting and is headquartered in Tacoma, Washington.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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JOYCE OF MANY TRADES LLC, an Accounting company, was launched in 2019. They provides Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Vienna, VA
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Headquartered in Vienna, Virginia, SP Group LLC is an Accounting company. Launched in 2010, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Powder Springs, GA
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Located in Powder Springs, Georgia, WEEKS FINANCIAL CONSULTING, LLC is a small Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Boundless Associates, LCC is an Accounting company established in 2012. The small team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Washington, DC
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Founded in 2009, GLOBAL INSIGHTS SOLUTIONS LLC is a Business Consulting company. Located in Washington, District of Columbia, the team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Springfield, VA
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Small ERP consulting and SI company Nextstep Technology, Inc, is headquartered in Springfield, Virginia and Morgan Hill, California. The team focuses on ERP consulting and SI and Cybersecurity.
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UndisclosedUndisclosed2 - 9Washington, DC
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The Robert Bobb Group, LLC is a small Business Consulting company. They focus on Business Consulting and Accounting and were launched in 2011.
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UndisclosedUndisclosed2 - 9Upper Marlboro, MD
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Innovative Solutions Consulting, an Accounting company, was launched in 2013. The team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Juneau, AK
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Goldbelt Frontier, LLC is a Juneau, Alaska-based Business Consulting company. Founded in 2015, the team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Midland, MI
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Litherland Tax & Accounting Services LLC is an Accounting company. The Midland, Michigan-based company was established in 2017. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ellenwood, GA
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A. Woods, LLC is an Accounting company. Their small team is headquartered in Ellenwood, Georgia. Their services include Accounting.
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Tommy China Business Consulting is an Accounting company. Their team is headquartered in and offers Accounting and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Austin, TX
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IRS Tax Solutions is an Accounting company. The team specializes in Accounting and Business Consulting, and the agency is located in Austin, Texas.
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UndisclosedUndisclosed2 - 9Lakeville, MN
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LightHouse Business & Tax Solutions is a small Lakeville, Minnesota-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gaithersburg, MD
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Accounting company Reema Consulting Services, Inc. Specializes in Accounting and Back Office Outsourcing. They are headquartered in Gaithersburg, Maryland.
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UndisclosedUndisclosed10 - 49Lake Forest, IL
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A3B LLC is a Lake Forest, Illinois-based Accounting company. Their services include Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Houston, TX
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Axel Ford, an Accounting company, is in Houston, Texas. They specialize in Accounting and Staffing and were founded in 2019.
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UndisclosedUndisclosed2 - 9
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Sunde Consulting & Accounting LLC, an Accounting company, was launched in 2020. They specializes in Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Gunter Consulting, Inc is an user experience design agency. Their team is headquartered in Atlanta, Georgia and provides UX/UI Design and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9York, SC
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Infinity Accounting LLC is a York, South Carolina-based Accounting company. Launched in 2014, the team specializes in Accounting.
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UndisclosedUndisclosedFreelancerLakewood, CO
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Accounting company AE&B Accounting Services was founded in 2019. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Trimerge Consulting Group, PA is a small Accounting company located in Miami, Florida. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Desired Accounting & Business Solutions LLC is an Accounting company. Launched in 2020, the agency is headquartered in Fort Lauderdale, Florida. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
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Americana Business Consultants LLC is a Financial Consulting company. The Houston, Texas-based team focuses on Financial Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Shanghai, China
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CEC - China Expert Consulting (China) Limited is a small Business Consulting company in Shanghai, China. The team offers Business Consulting and Advertising.
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UndisclosedUndisclosed2 - 9Central, Hong Kong
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Kenneth Chau & Co. Is a small Finance & Accounting Outsourcing (FAO) and Accounting company founded in 1960. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Hyattsville, MD
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Workforce Resources, Inc. Is a Logistics & Supply Chain Consulting company headquartered in Hyattsville, Maryland. They offer Logistics & Supply Chain Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Boston, MA
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Jackman Professional Accounting, Inc., an Accounting company, is headquartered in Boston, Massachusetts. They offer Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Washington, DC
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Falcon Capital Advisors LLC is a small Financial Advising & Planning company based in Washington, District of Columbia. The team offers Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed50 - 249Vienna, VA
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Futrend Technology, Inc., an IT strategy consulting and Financial Advising & Planning company, was launched in 2000. The team provides IT strategy consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Huntsville, AL
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Drodex Inc is an Accounting company founded in 2012. The 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 -
$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
34.3/40.017/20 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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed10 - 49Dubai, 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
32.7/40.017/20 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 -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% 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.