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 - 9O'Fallon, MO
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Black Line Consulting, a data analytics company, was established in 2019. They offers BI & big data consulting & SI and Accounting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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S-square D-square, LLC is an Alpharetta, Georgia-based Market Research company. Established in 2018, the team focuses on Market Research and Accounting.
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UndisclosedUndisclosedFreelancerAtlanta, GA
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Marketing Strategy company BBR Companies LLC was founded in 2009. The team specializes in Marketing Strategy and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Annapolis, MD
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Established in 1984, Novotny, Larash, Venters & Wolf LLC is an Accounting company. The company focuses on Accounting and Branding, and is small.
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UndisclosedUndisclosed10 - 49Scottsdale, AZ
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Railhead CEO is a small Scottsdale, Arizona-based Fractional CMO Services company. Their services include Fractional CMO Services and Accounting.
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UndisclosedUndisclosed10 - 49Wilmington, NC
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Based in Wilmington, North Carolina, CAP3 is a Fractional CFO Services company. They provide Fractional CFO Services and Marketing Strategy and were established in 2014.
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UndisclosedUndisclosedFreelancerDallas, TX
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Blue Sky BI, LLC, a big data analytics company, is located in Dallas, Texas. The team offers BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49
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C-Suite Support is a Fractional CMO Services company. The company was established in 2017. Their team offers Fractional CMO Services and Recruiting.
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UndisclosedUndisclosed10 - 49Harrisonville, MO
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BlockExcel, a small IT strategy consulting company, is headquartered in Harrisonville, Missouri and Chicago, Illinois. Their services include IT strategy consulting and IoT development.
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UndisclosedUndisclosedFreelancerSydney, Australia
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Mega IT Services, a cloud consulting & SI company, was founded in 2015. The agency focuses on cloud consulting & SI and IT managed services, and is small.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Torima is an Accounting company. They specialize in Accounting and IT strategy consulting and are located in Orlando, Florida.
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UndisclosedUndisclosed2 - 9Bonita Springs, FL
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Shan & Co. Is an Accounting company. Their small team is headquartered in Bonita Springs, Florida. Their services include Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Corporate Consulting LLC, an IT strategy consulting company, was founded in 2019. In Atlanta, Georgia, the team focuses on IT strategy consulting and Accounting.
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UndisclosedUndisclosed10 - 49Parsippany-Troy Hills, NJ
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Accordo is an IT strategy consulting company established in 2012. The company focuses on IT strategy consulting and Cybersecurity, and is small.
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UndisclosedUndisclosed50 - 249Pearl River, NY
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Rockland Professional Services, LLC, an Accounting company, is headquartered in Pearl River, New York. The team specializes in Accounting and IT strategy consulting.
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UndisclosedUndisclosedFreelancerDublin, Ireland
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Oberkorn is an IT strategy consulting company based in Dublin, Ireland. The team offers IT strategy consulting and Corporate Training & Coaching.
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UndisclosedUndisclosedFreelancerLittle Elm, TX
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Noire Lux Coveted Consulting is a social media marketing firm. Launched in 2020, the company is in Little Elm, Texas. Their team specializes in Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed10 - 49Kent, OH
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Young & Associates, Inc. Is a small Financial Advising & Planning company. They offer Financial Advising & Planning and Application Testing and were launched in 1978.
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UndisclosedUndisclosed2 - 9
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New Frontier Analytics is a Financial Advising & Planning company launched in 2020. The team focuses on Financial Advising & Planning and Application Testing.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Abelian Partners is a Financial Advising & Planning company in Atlanta, Georgia. They offer Financial Advising & Planning and Application Testing and were launched in 2018.
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UndisclosedUndisclosed2 - 9
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Franklin Lewis Partners is a Charlotte, North Carolina-based Financial Advising & Planning company. They provide Financial Advising & Planning and Application Testing.
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UndisclosedUndisclosed50 - 249Wilmington, DE
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Navitas Partners, LLC is a midsize Cybersecurity company founded in 2008. Their team provides Cybersecurity and IT staff augmentation.
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UndisclosedUndisclosed50 - 249Wilmington, DE
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Established in 2005, ABC Quant is a midsize Application Testing company. Their services include Application Testing and Accounting.
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UndisclosedUndisclosed2 - 9
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Founded in 2019, IMODX Consortium is an Application Testing company. The firm provides Application Testing and Market Research.
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UndisclosedUndisclosed2 - 9Lawrence, KS
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The Perspective Group is an Application Testing company. The team focuses on Application Testing and Accounting and is headquartered in Lawrence, Kansas.
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UndisclosedUndisclosed2 - 9San Ramon, CA
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Founded in 1993, Prosperity Financial Group, Inc. Is a small Financial Advising & Planning company based in San Ramon, California. Their team focuses on Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Brisbane City, Australia
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AssetOn Group Pty Ltd is a big data analytics company. The Brisbane City, Australia-based firm was founded in 2016. Their services include BI & big data consulting & SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49London, England
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BIRD Consulting is a Market Research company. They are located in London, England and have small team. They offer Market Research and BI & big data consulting & SI.
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UndisclosedUndisclosed1,000 - 9,999Stamford, CT
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Rizing is a cloud consulting & SI company. Located in Stamford, Connecticut, the company provides cloud consulting & SI and HR Consulting.
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UndisclosedUndisclosed50 - 249St. Gallen, Switzerland
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CDQ is a St. Gallen, Switzerland-based big data analytics company. They offer BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Frisco, TX
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Digital Staffing Age, a small Market Research company, is headquartered in Frisco, Texas. Their services include Market Research and UX/UI Design.
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UndisclosedUndisclosed10 - 49Chicago, IL
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UncommonX is a Chicago, Illinois-based Cybersecurity company. Their services include Cybersecurity and IT managed services.
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UndisclosedUndisclosed2 - 9Hudsonville, MI
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Based in Hudsonville, Michigan, ZATIS IT & Cybersecurity is a cloud consulting & SI company. The team offers cloud consulting & SI and Cybersecurity.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Easy Filing is a small San Francisco, California-based Business Consulting and Accounting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Navarre, FL
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Founded in 2012, Wise Guyz Marketing, a small social media marketing agency, is in Navarre, Florida. Their services include Social Media Marketing and Pay Per Click.
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UndisclosedUndisclosed2 - 9London , England
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Walker & Munns IT Consultants Limited, an IT strategy consulting company, was launched in 2023. The team specializes in IT strategy consulting and Cybersecurity.
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UndisclosedUndisclosed10 - 49Jupiter, FL
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Jupiter Capital Management LLC is a data analytics company. The team is based in Jupiter, Florida, and their services include BI & big data consulting & SI and IT managed services.
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UndisclosedUndisclosed50 - 249McDonough, GA
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Natson Hotel Group is a midsize Business Consulting company headquartered in McDonough, Georgia. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Based in Tampa, Florida, The Anchored Agency is a Market Research company. Their services include Market Research and Marketing Strategy.
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UndisclosedUndisclosed10 - 49Jersey City, NJ
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Konnext Solutions is a Direct Marketing company established in 2015. Headquartered in Jersey City, New Jersey and Rawalpindi, Pakistan, the team specializes in Direct Marketing and Graphic Design.
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UndisclosedUndisclosed2 - 9Elsternwick, Australia
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OpsTeam is a small CRM consulting and SI company based in Elsternwick, Australia. The team specializes in CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9Chevy Chase, MD
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Business Consulting company GME Enterprises was established in 2014. The company provides Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Annapolis, MD
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Consilarus is a Business Consulting company headquartered in Annapolis, Maryland. Established in 2024, the team offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49
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Established in 2021, Mean Finance, a small Blockchain company, is headquartered in Miami, Florida. Their team focuses on Blockchain and Blockchain Marketing.
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UndisclosedUndisclosed2 - 9San Sebastián de los Reyes, Spain
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Amazotopia is a small San Sebastián de los Reyes, Spain-based Digital Strategy company. The team specializes in Digital Strategy and Search Engine Optimization.
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UndisclosedUndisclosed50 - 249Madrid, Spain
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COFIDES, a Blockchain and Financial Advising & Planning company, is headquartered in Madrid, Spain. They provide Blockchain and Financial Advising & Planning and were established in 1988.
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UndisclosedUndisclosed2 - 9Eatontown, NJ
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Established in 2005, Wealth Engineering LLC is a Blockchain company. The small team specializes in Blockchain and Blockchain Marketing.
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UndisclosedUndisclosed2 - 9Bethel, CT
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Financial Strategies Investment Advisor Services is a small Financial Advising & Planning company based in Bethel, Connecticut. The team offers Financial Advising & Planning and Financial
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UndisclosedUndisclosed2 - 9Cheshire, CT
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Headquartered in Cheshire, Connecticut, Confident Financial Solutions, LLC is a small Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Funding &
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UndisclosedUndisclosed2 - 9New Orleans, LA
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Gilded is a Blockchain company. They are located in New Orleans, Louisiana, and their services include Blockchain and Back Office Outsourcing.
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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
36.4/40.016.8/20 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.