Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Montgomery, AL
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WEALTH MANAGEMENT PARTNERS LLC is an Accounting company. In Montgomery, Alabama, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Lowell, AR
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Central Research, Inc. Is an Accounting company. Their midsize team of employees is located in Lowell, Arkansas. Their team specializes in Accounting and Call Center Services.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Established in 2001, JONES & COMPANY PC is an Accounting company. The agency provides Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
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COLORADO ACCOUNTING & FINANCIAL SERVICES LLC is a small Accounting company headquartered in Denver, Colorado. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Littleton, CO
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Paridae Enterprises, LLC is a Business Consulting company. The small Littleton, Colorado-based team offers Business Consulting and Accounting. The company was launched in 2007.
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UndisclosedUndisclosed2 - 9Washington, DC
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Small Accounting company Hamilton Enterprises, LLC, is headquartered in Washington, District of Columbia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Washington, DC
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Hanks, Hanks, & Associates Inc. Is an Accounting company. Their small team is based in Washington, District of Columbia and offers Accounting and Staffing. The agency was launched in 2002.
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UndisclosedUndisclosed2 - 9Washington, DC
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LJ Consultants, LLC. Is a Washington, District of Columbia-based Accounting company. They focus on Accounting and Business Consulting and were founded in 2007.
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UndisclosedUndisclosed2 - 9Washington, DC
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Samson T.A. & Associates is an Accounting company. In Washington, District of Columbia, the firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orlando, FL
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LORENZO OLDAIN THOMPSON, CPA, PA is an Accounting company. Their team is located in Orlando, Florida and specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Upper Marlboro, MD
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Certeza CPA is an Accounting company. They are based in Upper Marlboro, Maryland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Upper Marlboro, MD
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Handy Business, an Accounting and Business Consulting company, was founded in 2004. The agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Detroit, MI
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Located in Detroit, Michigan, Haynes, Maufus and Davis, PLLC is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Pembroke Pines, FL
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Chinye & Company, CPA, PA, an Accounting company, is based in Pembroke Pines, Florida. They offer Accounting and Business Consulting and were founded in 1996.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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ERIC ORUBELE, CPA PC is an Accounting company. The Alpharetta, Georgia-based team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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RiverStone Associates, LLC. Is an Accounting company founded in 2007. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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Henderson Group Unlimited, Inc is an Accounting company. They are based in Atlanta, Georgia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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MTG Consultants, Inc. Is a small Atlanta, Georgia-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mableton, GA
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Located in Mableton, Georgia, Parker Meridian is an Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ellenwood, GA
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Harris Group Services, Inc. Is an Accounting company. They were founded in 1998, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Honolulu, HI
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HBC Management Services, Inc. Is a midsize Accounting company based in Honolulu, Hawaii. The team offers Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Ringold Financial Management Services Inc. Is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO), and the company is in Chicago, Illinois.
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UndisclosedUndisclosed2 - 9Chicago Heights, IL
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Small Accounting company GW & Associates, is in Chicago Heights, Illinois. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Joliet, IL
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MEADE ACCOUNTING & WEALTH MANAGEMENT is an Accounting company. They specialize in Accounting and Business Consulting and are headquartered in Joliet, Illinois.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Business Consulting company Engaging Solutions, LLC was launched in 2005. The team offers Business Consulting and Accounting and is in Indianapolis, Indiana.
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UndisclosedUndisclosed2 - 9Carson City, NV
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Small Accounting company Spartacus Consulting, Inc., is in Carson City, Nevada. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Cortlandt, NY
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Small Accounting and Business Consulting company PARAGON MANAGEMENT GROUP INC, is in Cortlandt, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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ACCOUNTING RESOURCES INC is an Accounting company. They were established in 1990, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Carlisle, PA
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MARKANT CORP is a small Accounting company located in Carlisle, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9King of Prussia, PA
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SYNERGY ENTER PRIZE - LLC is an Accounting company. They are in King of Prussia, Pennsylvania and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Nashville, TN
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Small Accounting company RUFFIN CONSULTING, PC, is in Nashville, Tennessee. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Austin, TX
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AJANTA CONSULTING LLC, a small Accounting and other IT consulting and SI company, is in Austin, Texas. The team offers Accounting and other IT consulting and SI.
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UndisclosedUndisclosed2 - 9Corpus Christi, TX
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ERNEST R. GARZA AND COMPANY, PC, a small Accounting and Business Consulting company, is based in Corpus Christi, Texas. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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ACE CONSULTING SERVICES LLC is a small Accounting company in Alexandria, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Arlington, VA
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Headquartered in Arlington, Virginia, DAWN RANGHEL & ASSOCIATES, PC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Arlington, VA
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MIRACLE SYSTEMS LLC is an Accounting and Business Consulting company in Arlington, Virginia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Centreville, VA
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ANEUKOR LLC is an Accounting and other IT consulting and SI company. They are headquartered in Centreville, Virginia and have small team. Their team provides Accounting and other IT consulting and
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UndisclosedUndisclosed2 - 9Dumfries, VA
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Accounting and IT strategy consulting company SUCCEED TO LEAD LLC was established in 2007. The small team focuses on Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Fairfax, VA
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Small data analytics company SHIVAN TECHNOLOGIES INC, is headquartered in Fairfax, Virginia. The team offers BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Falls Church, VA
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TUBA GROUP INC is a Business Consulting and Accounting company. Launched in 2002, the company is based in Falls Church, Virginia. Their team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Sterling, VA
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INFUSED SOLUTIONS LLC is a small Accounting and Business Consulting company based in Sterling, Virginia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Woodbridge, VA
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INTEGRATED FINANCE AND ACCOUNTING SOLUTIONS LLC is an Accounting company. They are headquartered in Woodbridge, Virginia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Montgomery, AL
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WEALTH MANAGEMENT PARTNERS LLC is an Accounting company. Their small team is located in Montgomery, Alabama. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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CAK INTERNATIONAL LLC is an Accounting company. They are based in Newport Beach, California and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
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DOSS TECHNICAL SERVICES, an Accounting company, was launched in 1994. Located in Denver, Colorado, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Houma, LA
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Bobbie L. Howard, CPA is a small Houma, Louisiana-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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ERIC ORUBELE, CPA PC is a small Accounting and Business Consulting company headquartered in Alpharetta, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hinsdale, IL
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PRECISION FINANCIAL SERVICES, LTD is an Accounting company. They are in Hinsdale, Illinois and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Largo, MD
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CN Accounting & Management Consulting, LLC is an Accounting company. They are based in Largo, Maryland and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lanham, MD
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SOA FINANCIAL, a small Accounting company, is in Lanham, Maryland. Their services include Accounting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
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+$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 / 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+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
$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 -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.