Top Financial Services Firms
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Featured
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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$1,000+Undisclosed2 - 9Singapore
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Assembly Works is an Accounting company. Their small team is in Singapore. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Brentwood, England
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Courtier and Courtier is an Accounting company. They were established in 2018 and focus on Accounting.
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$1,000+< $25 / hr10 - 49Delhi, India
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Business Consulting company Instax Tax & Financial Advisor is located in Delhi, India. They offer Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9London, England
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Finance & Accounting Outsourcing (FAO) and Accounting company Immigration Tax Partners Ltd. Was founded in 2014. The small team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Tullamarine, Australia
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Just The Right Balance is an Accounting company. The Tullamarine, Australia-based team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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786 Accounting & Tax is a Saskatoon, Canada-based Finance & Accounting Outsourcing (FAO) and Accounting company. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Singapore
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CASSANDRA, a Market Research company, is located in Singapore. They provide Market Research and Digital Strategy and were established in 2020.
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$1,000+< $25 / hr10 - 49Doha, Qatar
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Federal Experts Consultancy LLC is a small Doha, Qatar-based IT strategy consulting company. The team provides IT strategy consulting and ERP consulting and SI.
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$1,000+< $25 / hr2 - 9Sydney, Australia
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Ian David Lazar is a Financial Advising & Planning company. Headquartered in Sydney, Australia, the firm was founded in 2000. Their team provides Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9Saint Julian's, Malta
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Small Accounting company Malte Conseils, is based in Saint Julian's, Malta. The team offers Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9
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Headquartered in Michigan City, Indiana and Ahmedabad, India, Enlaiven Accounting is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Hyderabad, India
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Numbro Consulting Private Limited, an Accounting company, was launched in 2015. The firm offers Accounting and Business Consulting.
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$5,000+$25 - $49 / hr10 - 49Noida, India
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Launched in 2019, Neil Accountants & Advisors is an Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Dhaka, Bangladesh
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Launched in 2017, 24/7 Virtual Assistants is a small Dhaka, Bangladesh-based SEO company. Their services include Search Engine Optimization and Web Design.
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$1,000+$50 - $99 / hr2 - 9Alpharetta, GA
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HappyAR, a Finance & Accounting Outsourcing (FAO) company, specializes in Finance & Accounting Outsourcing (FAO) and Accounting. The agency is based in Alpharetta, Georgia.
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$1,000+< $25 / hr10 - 49Coimbatore, India
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ACTA International Services Private Limited is a small Finance & Accounting Outsourcing (FAO) company. Founded in 2017, the team offers Finance & Accounting Outsourcing (FAO) and Commercial
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$50,000+< $25 / hr2 - 9Gainesville, GA
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Small Accounting company Payroll & Bookkeeping Services of Gainesville, is based in Gainesville, Georgia. The team offers Accounting and Financial Advising & Planning.
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$5,000+< $25 / hr2 - 9Pune, India
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GarageWorks is an Insurance Services & Brokers company. They are headquartered in Pune, India and Mumbai, India. Their team provides Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Abu Dhabi, United Arab Emirates
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Financial Advising & Planning company Investera Solutions was launched in 2018. The agency focuses on Financial Advising & Planning and Commercial Financing, and is small.
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$1,000+< $25 / hr2 - 9São Paulo, Brazil
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Gestaum Digital - Contabilidade Digital Campinas is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their team provides Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr50 - 249Sharjah, United Arab Emirates
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Petra Accounting & Bookkeeping is a Finance & Accounting Outsourcing (FAO) and Accounting company founded in 2000. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$100,000+$150 - $199 / hr50 - 249
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Accounting company Initor Global UK was founded in 2006. In London, England, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Seongnam-si, South Korea
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Business Consulting company Yonaco Group specializes in Business Consulting and Finance & Accounting Outsourcing (FAO). They were founded in 2003.
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$1,000+$150 - $199 / hr2 - 9Basel, Switzerland
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Fin.visor AG is a small Basel, Switzerland-based Accounting company. The team offers Accounting and Tax Law.
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UndisclosedUndisclosed10 - 49Arlington, VA
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Blake Willson Group, LLC, an Accounting company, was established in 2013. The small team offers Accounting and Business Consulting.
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$1,000+$50 - $99 / hr10 - 49Wilmington, DE
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Small Accounting company Nka Accounting Solution, is based in Wilmington, Delaware and Aligarh, India. The team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Launched in 2017, NH Management is a Business Consulting and Financial Advising & Planning company. Their services include Business Consulting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Intellect Chartered Accountants is an Accounting company headquartered in Dubai, United Arab Emirates. Their services include Accounting and Business Consulting.
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$1,000+$50 - $99 / hr2 - 9Toronto, Canada
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Finnection Inc. Is an Accounting company. Founded in 2013, the team focuses on Accounting and Business Consulting.
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$5,000+< $25 / hr10 - 49Chennai, India
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Versutus is a Business Consulting company. They focus on Business Consulting and Accounting and were established in 2011. The firm is in Chennai, India.
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$1,000+< $25 / hr2 - 9Surry Hills, Australia
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Launched in 2021, Brydan Woods is a Business Consulting company. The small team specializes in Business Consulting and Commercial Property Management.
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UndisclosedUndisclosed10 - 49Delhi, India
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Accorp Partners is a Financial Advising & Planning company. Their small team is located in Delhi, India. Their team provides Financial Advising & Planning.
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$1,000+$25 - $49 / hrFreelancerNorth Sydney, Australia
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Growth Prof, a Finance & Accounting Outsourcing (FAO) and Accounting company, was founded in 2017. They provides Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$25 - $49 / hr10 - 49Mumbai, India
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Accounting company Whitespace Consultancy Pvt. Ltd is headquartered in Mumbai, India. The team provides Accounting and Tax Law.
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UndisclosedUndisclosed10 - 49Brierley Hill, England
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Founded in 1985, JMC Accountants & Tax Advisers Ltd is a small Brierley Hill, England-based Accounting company. Their team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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ALYSAR, an Accounting company, is in București, Romania. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Accountant's Box is a Finance & Accounting Outsourcing (FAO) company based in Dubai, United Arab Emirates. They provide Finance & Accounting Outsourcing (FAO) and Corporate Training & Coaching.
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$10,000+Undisclosed10 - 49Slacks Creek, Australia
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Braid Finance is a Financial Advising & Planning company launched in 2020. Their team specializes in Financial Advising & Planning.
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$1,000+$300+ / hr2 - 9San Bernardino, CA
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Moore Marsden Experts is an Accounting company. The team specializes in Accounting and Commercial Brokerage Services, and the company is in San Bernardino, California.
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$50,000+$100 - $149 / hr50 - 249Leeds, England
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Isorobot is a Business Consulting company. They are based in Leeds, England and have midsize team. They focus on Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Ballwin, MO
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Euroaxiom is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO), and the agency is in Ballwin, Missouri.
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UndisclosedUndisclosed2 - 9Frankfort, IL
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Elevate CPA Group is an Accounting company. Their small team is based in Frankfort, Illinois. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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SKPN & ASSOCIATES CHARTERED ACCOUNTANT is an Accounting company. Based in Pune, India, the firm was established in 2010. Their services include Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr10 - 49
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Skyrocketbpo is a Business Consulting company established in 2007. The company provides Business Consulting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Dallas, TX
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SBA Loan Consultant steveandburns is a small Dallas, Texas-based Business Consulting and Financial Advising & Planning company. The team provides Business Consulting and Financial Advising &
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$1,000+$25 - $49 / hr10 - 49Bengaluru, India
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YourKPO, a Conversion Optimization company, is in Bengaluru, India. The team specializes in Conversion Optimization and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Mumbai, India
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Established in 2010, TrustPlutus is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
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$10,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Founded in 2008, Beyond Numbers is a small Accounting company. Their team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Rajkot, India
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Ashutosh Financial Services Pvt Ltd. Is a small Rajkot, India-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Mumbai, India
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DE STUDIO - Premium and Luxury Furniture is an Accounting company. They provide Accounting and were founded in 2009.
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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.