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 - 249London, England
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Superscript is an Insurance Services & Brokers company established in 2014. The midsize team provides Insurance Services & Brokers and Blockchain.
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UndisclosedUndisclosed2 - 9Leighton Buzzard, England
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Launched in 1986, Upton Wilson Ltd, a small Accounting company, is located in Leighton Buzzard, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249London, England
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Gerald Edelman is an Accounting company. The team provides Accounting and Business Consulting and is located in London, England.
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UndisclosedUndisclosed2 - 9London, England
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Transworld Business Advisors UK Ltd is a small Business Consulting company in London, England. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Walsall, England
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Wallace Crooke is an Accounting company based in Walsall, England. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Harrogate, England
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Howard Matthews Partnership is an Accounting company. They were founded in 1985, and their services include Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9
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RealCorp Capital is a Business Valuation Services company. The company is located in London, England. Their services include Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Launched in 1997, Wilson Asset Management is a Commercial Financing company. The small team offers Commercial Financing and Business Valuation Services.
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UndisclosedUndisclosed1,000 - 9,999Brisbane City, Australia
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BDO in Australia, a Business Consulting company, is headquartered in Brisbane City, Australia. They offer Business Consulting and Accounting.
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UndisclosedUndisclosedFreelancer
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Compass Valuation and Asset Services is a Melbourne, Australia-based Business Valuation Services company. Established in 2016, the team provides Business Valuation Services and Business Consulting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Accounting company MGI Dobbyn Carafa was founded in 2006. The company offers Accounting and Business Valuation Services, and is small.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Verde Group Australia is a small Business Consulting company based in Sydney, Australia. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Field & Kaye is a small Business Valuation Services company founded in 2002. Their team provides Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed1,000 - 9,999Richmond, VA
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McGuireWoods LLP is an Accounting company. Their team is located in Richmond, Virginia and Charlotte, North Carolina. The firm focuses on Accounting and Corporate Law.
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UndisclosedUndisclosed50 - 249London, England
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Midsize Financial Advising & Planning company Cosegic, is headquartered in London, England. The team specializes in Financial Advising & Planning and Compliance Consulting.
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UndisclosedUndisclosed50 - 249Lewisburg, PA
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Core Business Solutions, Inc., a Cybersecurity company, was founded in 2000. The team specializes in Cybersecurity and Business Consulting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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First Class Consulting Firm is a Southfield, Michigan-based HR Outsourcing company. The team focuses on HR Outsourcing and Accounting.
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UndisclosedUndisclosed1,000 - 9,999Spring, TX
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ABS Group is a Cybersecurity company established in 1971. The large team specializes in Cybersecurity and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Auburn Hills, MI
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DynamicHR is a HR Consulting company. The Auburn Hills, Michigan-based firm was established in 2002. Their team specializes in HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Sandy, UT
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AMPIAN HR is a Sandy, Utah-based HR Consulting company. Their services include HR Consulting and HR Outsourcing.
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UndisclosedUndisclosed10 - 49Allentown, PA
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MyHR Partner, Inc. Is a small HR Consulting company located in Allentown, Pennsylvania. The team focuses on HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Sacramento, CA
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Nexus HR, a HR Outsourcing company, was founded in 2019. The team focuses on HR Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Fletcher, NC
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Carolina HR is a Fletcher, North Carolina-based HR Outsourcing company. They specialize in HR Outsourcing and Accounting and were launched in 2004.
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UndisclosedUndisclosed2 - 9
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Cybersecurity company Lipovsky Consulting Group, LLC provides Cybersecurity and IT managed services. They are based in Arlington, Virginia.
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UndisclosedUndisclosed10 - 49Park Ridge, NJ
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HR Consulting company Consolidated Human Resources is based in Park Ridge, New Jersey. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed1,000 - 9,999Scottsdale, AZ
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In Scottsdale, Arizona and Tucson, Arizona, BBSI is a large HR Consulting company. The team provides HR Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Clifton Park, NY
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GTM Payroll Services Inc., an Accounting company, offers Accounting and HR Outsourcing. The agency is headquartered in Clifton Park, New York.
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UndisclosedUndisclosed10 - 49
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Launched in 2005, AssetHR is a small Apple Valley, California-based HR Outsourcing company. Their team specializes in HR Outsourcing and HR Consulting.
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UndisclosedUndisclosed50 - 249Cleveland, OH
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Minutemen HR is a HR Outsourcing company. The team provides HR Outsourcing and HR Consulting and is located in Cleveland, Ohio.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Orion Canada Inc. Is a Business Consulting company. They specialize in Business Consulting and Finance & Accounting Outsourcing (FAO) and are headquartered in Ottawa, Canada.
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UndisclosedUndisclosedFreelancer
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Degree Brewing Ltd is an Accounting and Content Writing Services company. Headquartered in Ledbury, England, their team focuses on Accounting and Content Writing Services.
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UndisclosedUndisclosed10 - 49Peoria, IL
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CAVU HCM is a Peoria, Illinois-based HR Outsourcing company. Their services include HR Outsourcing and HR Consulting.
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UndisclosedUndisclosed10 - 49Carmel, IN
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Milestone Business Solutions Inc. Is an Accounting company. The Carmel, Indiana-based company provides Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
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Exude Human Capital is a HR Outsourcing company. Launched in 2006, the team offers HR Outsourcing and Accounting. The firm is in Philadelphia, Pennsylvania.
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UndisclosedUndisclosed10 - 49Libertyville, IL
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HRBoost, LLC. Is a HR Consulting company. The Libertyville, Illinois-based agency was founded in 2010. Their services include HR Consulting and Staffing.
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UndisclosedUndisclosed50 - 249San Jose, CA
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In San Jose, California, Melita Group is a midsize HR Outsourcing company. The team offers HR Outsourcing and HR Consulting.
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UndisclosedUndisclosed1,000 - 9,999Fort Worth, TX
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Higginbotham is a HR Outsourcing company. The large Fort Worth, Texas-based team offers HR Outsourcing and HR Consulting. The company was established in 1948.
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UndisclosedUndisclosedFreelancerDurham, CA
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Headquartered in Durham, California, Grant Management Associates is a small Content Writing Services company. Their services include Content Writing Services and Business Consulting.
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UndisclosedUndisclosed250 - 999Denver, CO
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Velocity Global, an Accounting company, is located in Denver, Colorado. They specialize in Accounting and Staffing and were launched in 2014.
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UndisclosedUndisclosed10 - 49Richmond, TX
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Solid Business Solutions is a HR Outsourcing company. They offer HR Outsourcing and HR Consulting and are headquartered in Richmond, Texas.
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UndisclosedUndisclosed10 - 49Phoenix, AZ
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HR Consulting company Integrity Outsource is headquartered in Phoenix, Arizona. The team specializes in HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Gilbert, AZ
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In Gilbert, Arizona, Inflection HR is a HR Outsourcing company. They offer HR Outsourcing and HR Consulting.
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UndisclosedUndisclosed2 - 9Tucson, AZ
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Simply Accounting HR & Taxes, an Accounting company, is based in Tucson, Arizona. The team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49West Vancouver, Canada
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Founded in 2005, Inspired HR Ltd is a HR Outsourcing company. Headquartered in West Vancouver, Canada and Calgary, Canada, the team specializes in HR Outsourcing and HR Consulting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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We Write LLC is a Content Writing Services company. Established in 2018, the team offers Content Writing Services and Business Consulting. The agency is headquartered in Columbus, Ohio.
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UndisclosedUndisclosed50 - 249Woodbury, NY
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Bookkeeper360 is an Accounting company. They are headquartered in Woodbury, New York. Their team offers Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49Vancouver, Canada
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Entreflow is an Accounting company headquartered in Vancouver, Canada and Toronto, Canada. They offer Accounting and HR Outsourcing.
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UndisclosedUndisclosed10 - 49Westerville, OH
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Launched in 2008, D+E Consulting Solutions, Inc. Is a Business Consulting company. The agency focuses on Business Consulting and Corporate Training & Coaching, and is small.
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UndisclosedUndisclosed10 - 49Winter Park, FL
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BryteBridge Nonprofit Solutions is a Content Writing Services company. They are in Winter Park, Florida and have small team. They specialize in Content Writing Services and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Content Writing Services company Canadian Grants was launched in 2022. Based in Toronto, Canada, the team specializes in Content Writing Services and Business Consulting.
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List of the Top 15 Financial Services Companies
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.