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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UndisclosedUndisclosed50 - 249Frankfurt am Main, Germany
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Business Consulting company KRIEGER Steuerberater Wirtschaftsprüfer Rechtsanwälte was established in 2008. The midsize team specializes in Business Consulting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9New Orleans, LA
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Marketing Strategy company Terk Consulting, LLC was launched in 2005. The team offers Marketing Strategy and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Malibu, CA
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Miglex LLC is a small Malibu, California-based Marketing Strategy company. Their services include Marketing Strategy and Accounting.
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UndisclosedUndisclosed10 - 49Douglasville, GA
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POSolutions, Inc. Is a small Commercial Brokerage Services company based in Douglasville, Georgia. The team provides Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Cincinnati, OH
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Commercial Brokerage Services company Capital Real Estate Partners, LLC focuses on Commercial Brokerage Services and Commercial Property Management. They are headquartered in Cincinnati, Ohio.
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UndisclosedUndisclosed10 - 49Guaynabo, Puerto Rico
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Las Brisas Property Management is a Commercial Brokerage Services company. They were founded in 2008, and their services include Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosedFreelancerKennesaw, GA
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Accounting company Shamere Thompson, LLC was launched in 2019. The firm specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49Glendale, CA
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United Field Services, Inc., a Financial Advising & Planning company, was launched in 2008. The small team specializes in Financial Advising & Planning and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Canton, OH
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U.S Procurement and Logistics Services LLC is a Commercial Property Management company. They were launched in 2020 and focus on Commercial Property Management and Business Consulting.
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UndisclosedUndisclosed10 - 49Guang Zhou Shi, China
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Guangdong SILIQUE Group Co., Ltd., a Logistics & Supply Chain Consulting and Accounting company, was launched in 2016. They provides Logistics & Supply Chain Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Reston, VA
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Small Accounting company Kompleye, is in Reston, Virginia and Bogotá, Colombia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Hyattsville, MD
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Anderson Integrated Management Consulting, LLC is an Accounting and Financial Advising & Planning company established in 2014. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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Founded in 2020, Lasko Accounting & Tax Services, PLLC! is an Accounting company. The firm provides Accounting.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Donald Ford CPA LLC is an Accounting company. Based in Baton Rouge, Louisiana, the firm was founded in 2015. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Small Accounting company ALICIA SANDERS CPA PC, is headquartered in Dallas, Texas and DeSoto, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Grand Rapids, MI
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Based in Grand Rapids, Michigan, Precision CPA is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chesapeake, VA
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Innovative Business Consultants, a small Accounting company, is based in Chesapeake, Virginia. The team specializes in Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Rockville, MD
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The Riggs Group, P.C. Is an Accounting company. They were established in 1991, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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MHM Financial Services Inc, an Accounting company, is based in Charlotte, North Carolina. Launched in 2017, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Missouri City, TX
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Tax & Financial Business Solutions is a Missouri City, Texas-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Mesa, AZ
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B2B CFO® is an Accounting company. They are headquartered in Mesa, Arizona, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
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KapilaMukamal is a small Business Consulting and Accounting company in Fort Lauderdale, Florida. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Lake Jackson, TX
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Royal Haze LLC, a Business Consulting company, offer Business Consulting and HR Consulting. They were launched in 2019.
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UndisclosedUndisclosed2 - 9Leland, MS
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Prosperity Billing Services, a Back Office Outsourcing and Insurance Services & Brokers company, was established in 2018. They provides Back Office Outsourcing and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Meridian, MS
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LYRC CPA, LLC is an Accounting company. The Meridian, Mississippi-based agency offers Accounting.
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UndisclosedUndisclosed2 - 9Indian Trail, NC
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76 Strategies Group, LLC is a small Accounting company in Indian Trail, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Spedient, Inc. Is a small Upper Marlboro, Maryland-based Accounting company. Their services include Accounting and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Miami, FL
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The Burgos Group, Inc, an IT strategy consulting company, was established in 2003. The firm offers IT strategy consulting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9
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Zagmout & Company CPAs is an Accounting company. Their team is headquartered in Chicago, Illinois and provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Washington, DC
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EduOrg Consulting is an Accounting company. Their small team is in Washington, District of Columbia. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Cleveland, OH
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Amah Financial Services is an Accounting company. The Cleveland, Ohio-based agency was established in 2020. Their team specializes in Accounting and Corporate Law.
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UndisclosedUndisclosed2 - 9Rockville, MD
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CFAAS is an Accounting company. The team is in Rockville, Maryland, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kathleen, GA
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Hillard Tax & Accounting, LLC is an Accounting company. Headquartered in Kathleen, Georgia, the firm was launched in 2020. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Excellence Insights LLC, is based in Omaha, Nebraska. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lanham, MD
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American Consulting Partners Corporation is an Accounting company founded in 2020. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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Accounting company Forest W. Cameron CPA was launched in 2019. The midsize team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9New York, NY
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Accounting company Sealy Singer LLC is based in New York, New York. They provide Accounting and were established in 2013.
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UndisclosedUndisclosed10 - 49Washington, DC
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Francis Awoyera, CPA is an IT managed services company. The small Washington, District of Columbia-based team provides IT managed services and Accounting. The firm was launched in 1996.
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UndisclosedUndisclosed2 - 9Ashburn, VA
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Based in Ashburn, Virginia, Yue CPA, LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Douglasville, GA
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Nelson's Accounting & Tax Services is an Accounting company. The firm is located in Douglasville, Georgia. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Rancho Cordova, CA
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Inszone Insurance Services is a small Insurance Services & Brokers company in Rancho Cordova, California. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Rio de Janeiro, Brazil
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Based in Rio de Janeiro, Brazil, Carioca BPO is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Partner’s BPO - Financial Advisory is a small Finance & Accounting Outsourcing (FAO) company. They offer Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing and were launched in
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UndisclosedUndisclosed10 - 49Saint-Gilles, Belgium
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BPO Tax & Accountancy is a small Saint-Gilles, Belgium-based Finance & Accounting Outsourcing (FAO) company. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Wixom, MI
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Midsize Back Office Outsourcing company Red House Medical Billing, is in Wixom, Michigan and Southfield, Michigan. The team focuses on Back Office Outsourcing and Call Center Services.
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UndisclosedUndisclosed2 - 9Honolulu, HI
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Precision Business Support is a call center company. Their small team is located in Honolulu, Hawaii. Their services include Call Center Services and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249
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Xpedite LLC, an Accounting company, offer Accounting and Call Center Services. They were founded in 2013.
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UndisclosedUndisclosed2 - 9Amsterdam, Netherlands
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Ysel BPO Services is a Commercial Financing company. Located in Amsterdam, Netherlands, the firm was launched in 2018. Their team specializes in Commercial Financing and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Brice, OH
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Website development company ASSIST Office Support Services LLC was founded in 2017. The small team offers Web Development and Call Center Services.
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UndisclosedUndisclosed50 - 249Chiasso, Switzerland
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Located in Chiasso, Switzerland, HTLC Network is a midsize Business Consulting company. The team offers Business Consulting and Accounting.
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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.