Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed50 - 249Riyadh, Saudi Arabia
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IRSAA is an Accounting company. Headquartered in Riyadh, Saudi Arabia, the agency specializes in Accounting and Social Media Marketing.
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UndisclosedUndisclosed50 - 249Riyadh, Saudi Arabia
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Accounting company PROTAX KSA was established in 2018. The midsize team focuses on Accounting.
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UndisclosedUndisclosed10 - 49
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Accounting company BMB&CO Advisory and Assurance was established in 2004. The agency specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999Riyadh, Saudi Arabia
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In Riyadh, Saudi Arabia, International Accountants is an Accounting and Financial Advising & Planning company. They offer Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Bangkok, Thailand
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ACC Consulting is an Accounting company headquartered in Bangkok, Thailand. The team offers Accounting and IT managed services.
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UndisclosedUndisclosed250 - 999Madrid, Spain
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Auxadi is an Accounting company. Located in Madrid, Spain, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Madrid, Spain
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Spainwide Business Services, an Accounting company, is based in Madrid, Spain. They offer Accounting and Marketing Strategy and were established in 1995.
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UndisclosedUndisclosed2 - 9Reykjavík, Iceland
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EQ Business Solutions, an Accounting company, was founded in 2018. The team focuses on Accounting and Financial Consulting and is located in Reykjavík, Iceland.
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UndisclosedUndisclosed2 - 9
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Accounting company Bókhald Accounting ehf is based in Reykjavík, Iceland. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed50 - 249
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Founded in 1991, ALTIOS International is a PEO/Employee Leasing company. The firm specializes in PEO/Employee Leasing and Recruiting.
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UndisclosedUndisclosed10 - 49Paris, France
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Established in 2005, AZKAN Group is a small PEO/Employee Leasing company in Paris, France and Istanbul, Türkiye. Their team offers PEO/Employee Leasing and Business Consulting.
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UndisclosedUndisclosed250 - 999Bangkok, Thailand
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Baker Tilly Thailand is an Accounting company in Bangkok, Thailand. They offer Accounting and Financial Advising & Planning and were founded in 2003.
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UndisclosedUndisclosed50 - 249Bangkok, Thailand
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PKF Thailand is a midsize Bangkok, Thailand-based Accounting company. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49
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Founded in 2015, Costa Consultants International is a small Costa Rica-based branding company. Their services include Branding and Social Media Marketing.
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UndisclosedUndisclosed10 - 49
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NeoProc is a cloud consulting & SI and Accounting company. The company is based in San Vicente de Moravia, Costa Rica. Their services include cloud consulting & SI and Accounting.
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UndisclosedUndisclosed2 - 9
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Founded in 1990, Brenes Financial Services is an Accounting company. The agency provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Santa Ana, Costa Rica
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Grupo Royal Sterling, a small Financial Advising & Planning company, is in Santa Ana, Costa Rica. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Freetown, Sierra Leone
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PKF Mason Hill / PKF Sierra Leone is a small Freetown, Sierra Leone-based Commercial Financing company. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49
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Commercial Financing and Financial Advising & Planning company Aristotle Services Limited was established in 2012. The team specializes in Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Accounting company Exodus Receivable and General Consultancy Limited focuses on Accounting. They are in Freetown, Sierra Leone.
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UndisclosedUndisclosed10 - 49
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Africas Moneypreneur, a small Financial Advising & Planning company, is headquartered in Freetown, Sierra Leone. Their services include Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed50 - 249City of London, England
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Ship Shape Resources, a PEO/Employee Leasing company, offers PEO/Employee Leasing and Accounting. The firm is located in City of London, England and Wareemba, Australia.
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UndisclosedUndisclosed10 - 49New York, NY
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Established in 2015, Chase Executive Partners is a Financial Advising & Planning company. The agency focuses on Financial Advising & Planning and Staffing.
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UndisclosedUndisclosed10 - 49Irving, TX
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PI Network is an Accounting company based in Irving, Texas. Their services include Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Lagos, Nigeria
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Sky Capital And Financial Allied International, a Commercial Financing company, was founded in 2019. The team focuses on Commercial Financing and Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Istanbul, Türkiye
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CottGroup is a Finance & Accounting Outsourcing (FAO) company based in Istanbul, Türkiye. Launched in 1996, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Lagos, Nigeria
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MOORE Bishop & Rooks is an Accounting company. They are located in Lagos, Nigeria and have midsize team. Their team offers Accounting and Call Center Services.
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UndisclosedUndisclosed2 - 9Lagos, Nigeria
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TTTF International Limited is a Finance & Accounting Outsourcing (FAO) company. In Lagos, Nigeria, their team focuses on Finance & Accounting Outsourcing (FAO) and HR Outsourcing.
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UndisclosedUndisclosed2 - 9
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Zero Ω, a small Advertising company, is located in Denver, Colorado and Vancouver, Canada. The team provides Advertising and Email Marketing.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Federgreen Consulting is an Advertising company. They are in Toronto, Canada, and their services include Advertising and Branding.
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UndisclosedUndisclosed50 - 249Las Condes, Chile
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Global Soluciones Financieras, a Financial Advising & Planning company, was established in 2009. The firm focuses on Financial Advising & Planning and Call Center Services.
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UndisclosedUndisclosed50 - 249
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Callsultant is a call center company. They are in Bodrum, Türkiye. Their team offers Call Center Services and Accounting.
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UndisclosedUndisclosed250 - 999London, England
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IT staff augmentation company Hirexa Solutions is located in London, England and Amsterdam, Netherlands. Founded in 2015, the team focuses on IT staff augmentation and Custom Software Development.
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UndisclosedUndisclosed2 - 9Bedford, NH
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Downtown Marketing is a branding agency. They offer Branding and Event Marketing and were founded in 2019. The agency is in Bedford, New Hampshire.
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UndisclosedUndisclosed50 - 249Taguig, Philippines
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Launched in 2018, C9 Staff, a midsize Back Office Outsourcing company, is headquartered in Istanbul, Türkiye and Seattle, Washington. Their team provides Back Office Outsourcing and HR Outsourcing.
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UndisclosedUndisclosed50 - 249Istanbul, Türkiye
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Founded in 2014, Delta Research Turkey is a custom software development company. Their services include Custom Software Development and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9
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Canada Business Hub, a Financial Consulting company, specialize in Financial Consulting and Accounting. They were established in 2014.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Edelman Canada is a small Toronto, Canada-based branding company. Their services include Branding and Public Relations.
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UndisclosedUndisclosed10 - 49Colorado Springs, CO
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GovIRG is an Accounting company in Colorado Springs, Colorado. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Reston, VA
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Based in Reston, Virginia, BOOST LLC is a Recruiting company. The team offers Recruiting and HR Consulting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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The Drivery, a branding company, offer Branding and Marketing Strategy. They were established in 2018.
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UndisclosedUndisclosed50 - 249Reston, VA
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NeoSystems LLC is a Staffing company. Headquartered in Reston, Virginia, the team specializes in Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Kyiv, Ukraine
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Creative States is a small Accounting company. Established in 2018, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Coworking Wednesday is a Commercial Property Management company in Kharkiv, Ukraine. They focus on Commercial Property Management and Digital Strategy.
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UndisclosedUndisclosed2 - 9
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Smartworking GARDEN is a Commercial Property Management company. The company is headquartered in Kyiv, Ukraine. Their services include Commercial Property Management and Business Consulting.
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UndisclosedUndisclosed10 - 49Québec, Canada
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Gestion BSP is a CRM consulting and SI company. Established in 2011, the agency is located in Québec, Canada. Their team specializes in CRM consulting and SI and Accounting.
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UndisclosedUndisclosed10 - 49Westlake Village, CA
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Millennium Business Solutions Group (MBSG) is a Cybersecurity company. The company is in Westlake Village, California. Their services include Cybersecurity and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249
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Tytrix, Inc. Is a Content Marketing company. The Dover, Delaware-based team specializes in Content Marketing and Content Writing Services.
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UndisclosedUndisclosed10 - 49Dallas, TX
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Launched in 1998, Stratford Land (also known as The Stratford Company) is a Market Research company. Located in Dallas, Texas, the team offers Market Research and Commercial Property Management.
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UndisclosedUndisclosed2 - 9
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WeAugment is an Accounting company established in 2022. The company specializes in Accounting and Digital Strategy.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.