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 - 9Las Vegas, NV
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Established in 2010, MIH Management Solutions, LLC is a Business Consulting and Financial Advising & Planning company. The firm specializes in Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Small Commercial Property Management company TEMM Global Enterprise, LLC, is in Atlanta, Georgia. Their services include Commercial Property Management and Commercial Development.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Q.S. Global Logistics is a small Fulfillment company based in Atlanta, Georgia. The team offers Fulfillment and Logistics & Supply Chain Consulting.
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UndisclosedUndisclosed2 - 9Harmony, FL
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Quantum CPA'S, PA is a small Harmony, Florida-based Accounting company. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Stafford, VA
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Zenith Consults LLC, a small Accounting company, is in Stafford, Virginia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Antonio, TX
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Established in 2009, G2S Corporation is an IT managed services company. The team focuses on IT managed services and Custom Software Development.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Small Business Consulting and Accounting company CPA Accounting & Tax Services, is located in Orlando, Florida. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Chantilly, VA
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Accounting and Financial Advising & Planning company CHANTILLY ACCOUNTING (Luramon Jean Pierre, CPA, PC) was established in 2009. The firm offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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One on 1 Accounting & Consulting Services LLC, a Business Consulting company, is in. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Empire America Solutions & Taxes, LLC, a small Accounting and Financial Advising & Planning company, is in Tampa, Florida. The team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Amein Consulting LLC is an Accounting and Financial Advising & Planning company. Their small team is in Charleston, South Carolina. Their team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Gaithersburg, MD
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ConMon360 is a small Cybersecurity company headquartered in Gaithersburg, Maryland. The team provides Cybersecurity and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Missouri City, TX
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Clearbridge Technologies, LLC, an ERP consulting and SI and Accounting company, was established in 2018. The agency provides ERP consulting and SI and Accounting, and is small.
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UndisclosedUndisclosed2 - 9
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Salter Elite Consulting, an Accounting and Financial Advising & Planning company, is headquartered in Houston, Texas. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Ramallah, Palestine, State of
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Headquartered in Ramallah, Palestine, State of, PalExcel is a Business Consulting company. They focus on Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Haymarket, VA
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TAYLOR INTEGRATED SYSTEMS 3, a small Business Consulting company, is based in Haymarket, Virginia. The team focuses on Business Consulting and Custom Software Development.
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UndisclosedUndisclosed50 - 249Hyderabad, India
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SRS Business Solutions (India) Pvt. Ltd. Is a Hyderabad, India-based Business Consulting company. Launched in 2002, the team focuses on Business Consulting and IT managed services.
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UndisclosedUndisclosed2 - 9Heredia, Costa Rica
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Advertising company RD Consultants and Associates is located in Heredia, Costa Rica. The team provides Advertising and Branding.
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UndisclosedUndisclosed10 - 49Minato City, Japan
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Founded in 2007, Proworks Group is an Accounting company. Based in Minato City, Japan, the team focuses on Accounting and Corporate Law.
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UndisclosedUndisclosed2 - 9Sulzbach (Taunus), Germany
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Headquartered in Sulzbach (Taunus), Germany, Basten GmbH is a small Accounting company. The team specializes in Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Frankfurt am Main, Germany
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LÜBECK & Kollegen, Steuerberater GbR is a Frankfurt am Main, Germany-based Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Darmstadt, Germany
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Accounting company FSW.tax - FSW Huth Schanz Termin & Partner is headquartered in Darmstadt, Germany and Frankfurt am Main, Germany. They provide Accounting.
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UndisclosedUndisclosed2 - 9Frankfurt am Main, Germany
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TREU-GMBH is a small Accounting company launched in 1921. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Frankfurt am Main, Germany
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Hermann Domay Hinz Jung Steuerberatungsgesellschaft mbH is a small Frankfurt am Main, Germany-based Accounting company. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Frankfurt am Main, Germany
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Langbein & Hofer Tax Consultants GmbH is a Frankfurt am Main, Germany-based Accounting company. The team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosed50 - 249Frankfurt am Main, Germany
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FALK GmbH & Co KG is an Accounting company. They are based in Frankfurt am Main, Germany and Berlin, Germany, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Frankfurt am Main, Germany
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Finance Office Frankfurt GmbH, a small Accounting company, is headquartered in Frankfurt am Main, Germany. The team specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49Frankfurt am Main, Germany
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Founded in 1979, Heim Honermeier WP/StB PartmbB is a Business Consulting and Accounting company. The small team provides Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Frankfurt am Main, Germany
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RGT CONSULTANTS PartGmbB is a midsize Business Consulting company in Frankfurt am Main, Germany. The team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Frankfurt am Main, Germany
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Small Accounting company Main Auditors GmbH Wirtschaftsprüfungsgesellschaft, is headquartered in Frankfurt am Main, Germany. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Frankfurt, Germany
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Wesst. Tax consulting company is a small Accounting company in Frankfurt, Germany. The team specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Frankfurt am Main, Germany
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ATCon AG is a small Frankfurt am Main, Germany-based Accounting company. The team offers Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Frankfurt am Main, Germany
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AWTS tax advice is an Accounting company. The agency is in Frankfurt am Main, Germany. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Frankfurt am Main, Germany
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Founded in 2006, BENEFITAX GmbH is an Accounting company. The small team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Frankfurt am Main, Germany
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Located in Frankfurt am Main, Germany, Accounting Rakowski is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Business Consulting company R. Di Siena Consulting DMCC is in Dubai, United Arab Emirates. They provide Business Consulting and Accounting and were founded in 2011.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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Commercial Property Management company G&E Property Invest GmbH was founded in 2018. Headquartered in Berlin, Germany, the team offers Commercial Property Management and Commercial Brokerage
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UndisclosedUndisclosed2 - 9Cape Town, South Africa
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Social media marketing agency The Virtual Studio SA was founded in 2019. Headquartered in Cape Town, South Africa, the team offers Social Media Marketing and Content Marketing.
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UndisclosedUndisclosed2 - 9Johannesburg, South Africa
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Based in Johannesburg, South Africa, Skytrax Accounting is an Accounting company. The team specializes in Accounting and Call Center Services.
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UndisclosedUndisclosed2 - 9Cape Town, South Africa
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Beyond Admin is a small Cape Town, South Africa-based Accounting company. The team offers Accounting and Call Center Services.
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UndisclosedUndisclosed10 - 49Cincinnati, OH
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ThinkWare, a small Application Management & Support company, is located in Cincinnati, Ohio. Their services include Application Management & Support and Commercial Financing.
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UndisclosedUndisclosed10 - 49Cairo, Egypt
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Small Accounting and Financial Advising & Planning company SFA Consultants, is headquartered in Cairo, Egypt. The team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Cairo, Egypt
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Ahmed Mamdouh & Co. Kreston Egypt is a Commercial Financing company. Their midsize team of employees is in Cairo, Egypt. Their team specializes in Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Cairo, Egypt
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Midsize Accounting and Financial Advising & Planning company HLB Egypt, is in Cairo, Egypt. The team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Cairo, Egypt
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MMA Mohamed Mostafa Public Accountant is a Business Consulting company. Their small team is in Cairo, Egypt. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9
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KPH Accounting Services, LLC is an Accounting and Financial Advising & Planning company founded in 2020. The company offers Accounting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed10 - 49Cairo, Egypt
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El-dawy Audit Tax Advisory is a small Cairo, Egypt-based Accounting and Financial Advising & Planning company. The team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Cairo, Egypt
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Midsize Accounting company Maged Sherif & Co. , is located in Cairo, Egypt. The team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Akureyri, Iceland
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Enor is a small Commercial Financing company in Akureyri, Iceland and Húsavík, Iceland. The team provides Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Frankfurt am Main, Germany
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Jörg Bremer Steuerberater is an Accounting company. They are based in Frankfurt am Main, Germany and have small team. Their team provides Accounting and Financial Advising & Planning.
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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.