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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UndisclosedUndisclosed2 - 9Annandale, VA
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Odin Advisers Inc. Is an Accounting company. They are headquartered in Annandale, Virginia and have small team. Their team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Tabor City, NC
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Launched in 2014, M&J Financial Management, LLC, a small Accounting company, is based in Tabor City, North Carolina. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Houston, TX
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Launched in 2020, Strategic Revenew Solutions, PLLC is an Accounting company. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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Ashton Business Consulting, PLLC, a small Accounting company, is headquartered in Southfield, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dayton, OH
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Faulks Resources International LLC is an Accounting company. The Dayton, Ohio-based agency offers Accounting and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Fort Worth, TX
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Mostafa Ibrahim Sabry CPA, LLC, a small Accounting company, is in Fort Worth, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Louisville, KY
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Ollie Green & Company, Certified Public Accountants and Management Consultants is an Accounting company founded in 1981. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Kansas City, MO
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Medical Receivables Solutions is an Accounting company. Their small team is in Kansas City, Missouri. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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CSC, LLC is an Accounting company. Established in 2002, the firm provides Accounting and Commercial Property Management.
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UndisclosedUndisclosed50 - 249Alexandria, VA
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Business Consulting and Accounting company Castro & Company LLC provides Business Consulting and Accounting. They are in Alexandria, Virginia.
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UndisclosedUndisclosed10 - 49Temecula, CA
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The Lopez Group, LLP is an Accounting company. Headquartered in Temecula, California, their small team specializes in Accounting and Financial Advising & Planning. The agency was founded in 1976.
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UndisclosedUndisclosed2 - 9Morrisville, NC
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Established in 2015, L and L Global International, L.L.C is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Silver Spring, MD
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Headquartered in Silver Spring, Maryland, Wanda L Spence Enterprises is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9
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ANS Bookkeeping, LLC. Is a small Accounting and Financial Advising & Planning company in Whitsett, North Carolina. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Alexandria, VA
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IT strategy consulting company Eskridge Research Corporation (ERC) is based in Alexandria, Virginia. They specialize in IT strategy consulting and IT managed services and were founded in 2001.
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UndisclosedUndisclosed2 - 9Lansdowne, VA
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BAS Certified Public Accountant Firm is a Lansdowne, Virginia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
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Niche Assurance LLC is a Cybersecurity company. They are in Houston, Texas and have small team of experts. Their services include Cybersecurity and Accounting.
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UndisclosedUndisclosed2 - 9Essex, MD
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Amfen Accounting Services LLC is an Accounting company. Headquartered in Essex, Maryland, the agency was established in 2021. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vienna, VA
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Emerging Consulting Group is an Accounting company. They focus on Accounting and Business Consulting and were established in 2015.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
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Hurst Consulting Group, Inc is an Accounting company launched in 2017. The agency provides Accounting.
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UndisclosedUndisclosed50 - 249
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Summit Consulting LLC is a Financial Advising & Planning company. Their midsize team is headquartered in Washington. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Saginaw, TX
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Small Accounting company Eighty-Sixth, LLC, is based in Saginaw, Texas. The team provides Accounting and Direct Marketing.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Based in Chicago, Illinois, Muhammad CPA & Associates, LLC is an Accounting company. They specialize in Accounting and were launched in 2019.
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UndisclosedUndisclosed10 - 49Washington, DC
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Global Accounting LLC is a small Washington, District of Columbia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Arlington, VA
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DURAMTECH LLC is an IT managed services company. Their small team is based in Arlington, Virginia and provides IT managed services and Accounting. The firm was established in 2009.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Launched in 2014, Infinium Insights, Inc. Is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Upper Marlboro, MD
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Ventureforce Global, Inc., a Business Consulting company, is located in Upper Marlboro, Maryland. Launched in 1999, the team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Arlington, VA
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TPGI CPA LLC is an Arlington, Virginia-based Accounting company. They focus on Accounting and Business Consulting and were launched in 2019.
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UndisclosedUndisclosed2 - 9Bingham Farms, MI
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Martin, Arrington, Desai & Meyers, P.C. Is an Accounting company. Their team is based in Bingham Farms, Michigan and Troy, Michigan. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Fishers, IN
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Accounting company Intrinz Inc. Was launched in 2011. The small team specializes in Accounting and IT staff augmentation.
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UndisclosedUndisclosed2 - 9Oregon City, OR
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Founded in 2006, The Merit Group LLC is an IT managed services company. The team provides IT managed services and Accounting.
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UndisclosedUndisclosedFreelancerCameron, NC
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Choose Love Solutions, LLC, a Business Consulting and Accounting company, was founded in 2015. The agency focuses on Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed10 - 49Rockville, MD
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Financial Advising & Planning company Integrated Financial Engineering Inc. Was founded in 2002. The company offers Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Guaynabo, Puerto Rico
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PR-I2 LLC is a small Accounting company established in 2013. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Upper Marlboro, MD
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Gonzalez & Hawkins, LLC is an Accounting company launched in 2008. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rockville, MD
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LEON SNEAD & COMPANY PC is an Accounting company. They are in Rockville, Maryland, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Established in 2001, The Ancon Group LLC is an Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Detroit, MI
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M.S. Phelps, CPA, PLLC is a Detroit, Michigan-based Accounting company. Founded in 2014, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Washington, DC
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BRIDGING THE GAP LLC is an Accounting company. Launched in 2012, the company is located in Washington, District of Columbia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cypress, TX
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HECTOR A WILLARS CPA PLLC is an Accounting company. In Cypress, Texas, their small team specializes in Accounting and Business Consulting. The company was launched in 2008.
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UndisclosedUndisclosed10 - 49McLean, VA
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Venture Advisory, LLC is an Accounting company. Their small team is based in McLean, Virginia. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49San Juan, Puerto Rico
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De Angel & Compañía, CPA, LLC is an Accounting company. They focus on Accounting and Business Consulting and are based in San Juan, Puerto Rico.
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UndisclosedUndisclosed2 - 9Bushkill, PA
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Accounting company Zemis Management Group LLC was launched in 2019. The team offers Accounting and Litigation Support Services and is based in Bushkill, Pennsylvania.
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UndisclosedUndisclosed2 - 9Aliso Viejo, CA
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ETC Consulting, Inc. Is an Accounting company. They are based in Aliso Viejo, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Lambert Financial, LLC, an Accounting company, focuses on Accounting. The firm is based in Birmingham, Alabama.
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UndisclosedUndisclosed2 - 9Cincinnati, OH
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Richardson & Associates is an Accounting company based in Cincinnati, Ohio. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Holly Springs, MS
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BEVERLY DAVIS ACCOUNTING TAX FIRM LLC, a small Accounting company, is based in Holly Springs, Mississippi. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lithia, FL
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Tebaja Consulting LLC is a Lithia, Florida-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Dallas, TX
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JDR Consulting LLC is an ERP consulting and SI company. Established in 2004, the team focuses on ERP consulting and SI and IT managed services. The company is headquartered in Dallas, Texas.
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UndisclosedUndisclosed10 - 49San Antonio, TX
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Accounting company Navales Enterprises, Inc. Was launched in 1990. The team provides Accounting and is located in San Antonio, Texas.
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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
32.5/40.016.8/20 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.