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 - 9Ernakulam, India
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Braandix Business Consultancy is a Marketing Strategy company established in 2023. The agency offers Marketing Strategy and Branding.
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Undisclosed$100 - $149 / hr2 - 9Boksburg, South Africa
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NXT Consultancy is a Marketing Strategy company launched in 2013. The small team focuses on Marketing Strategy and Business Consulting.
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$1,000+< $25 / hr10 - 49
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Tax Accountant in NYC is a Tax Law company established in 2024. The team provides Tax Law and Commercial Financing and is located in New York, New York.
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$1,000+$25 - $49 / hr2 - 9Brakpan, South Africa
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AT Accounting and Taxation Solutions (Pty) Ltd, an Accounting company, is in Brakpan, South Africa. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Camberwell, Australia
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Camberwell Accountants is a Direct Marketing company. The agency is headquartered in Camberwell, Australia. Their team offers Direct Marketing and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr2 - 9Edison, NJ
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Akshar MediSolutions - Medical Billing and Coding Services is a small Back Office Outsourcing company. They specialize in Back Office Outsourcing and Accounting and were established in 2022.
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$10,000+Undisclosed250 - 999Dubai, United Arab Emirates
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Stallion HR Solution is a Staffing company. The Dubai, United Arab Emirates-based firm was established in 1996. Their team specializes in Staffing and Recruiting.
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Undisclosed$25 - $49 / hr10 - 49Niteroi, Brazil
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Brasil Tax is a Niteroi, Brazil-based Accounting and Financial Advising & Planning company. Founded in 2019, the team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Coral Springs, FL
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EServMD is a midsize Back Office Outsourcing company established in 2010. Their team focuses on Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Thunder Bay, Canada
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Covello Financial Group Inc. Is a Thunder Bay, Canada-based Financial Advising & Planning company. They specialize in Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249
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3P Professional is a PEO/Employee Leasing company. They provide PEO/Employee Leasing and Employer of Record (EOR) Services and were launched in 2002.
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$1,000+$100 - $149 / hr2 - 9
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Headquartered in New Delhi, India, Alamak Capital Advisors P Ltd is a small Accounting company. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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Founded in 2018, mazeed Financial Management Platform is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Wembley, England
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Affinity Outsourcing , a Finance & Accounting Outsourcing (FAO) and Accounting company, is located in Wembley, England. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$50 - $99 / hr2 - 9Edina, MN
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In Edina, Minnesota, Bandicoot LLC is an Accounting company. They offer Accounting.
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$1,000+$25 - $49 / hr10 - 49Pasay, Philippines
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BVR CONSULTING INC., a Business Consulting company, offer Business Consulting and Accounting. They were launched in 2023.
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$1,000+< $25 / hr2 - 9Dallas, TX
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Accounting company Accountant Ally is located in Dallas, Texas. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Mumbai, India
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Practus is a midsize Business Consulting company in Mumbai, India. The team focuses on Business Consulting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Underwood, Australia
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Acro Accounting & Financial Planning is an Accounting company. They were founded in 2003 and focus on Accounting.
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UndisclosedUndisclosed2 - 9
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Founded in 1990, Phillips Agency Inc. Is an Insurance Services & Brokers company. The firm provides Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Delhi, India
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Loan Resovle Services is an Insurance Services & Brokers company based in Delhi, India. Their services include Insurance Services & Brokers and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999
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Bates Roberts Fowlkes and Jackson Insurance Agency is an Insurance Services & Brokers company. Based in Irondale, Alabama, the firm specializes in Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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Small Accounting company Los Angeles Bookkeeping, is in Beverly Hills, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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ASKT Bookkeeping, an Accounting company, was founded in 2009. The small team offers Accounting.
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UndisclosedUndisclosed10 - 49Gurugram, India
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Financial Consulting company Unified Capital and Investments was launched in 2016. The company provides Financial Consulting and Financial Advising & Planning, and is small.
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$1,000+$25 - $49 / hr2 - 9Straszęcin, Poland
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Hi Frankie Agency is a SEO agency. Established in 2014, the company provides Search Engine Optimization and Architectural Design.
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UndisclosedUndisclosed50 - 249Gurugram, India
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Founded in 2017, IFFCO Kisan Finance Limited is a Financial Advising & Planning and Financial Consulting company. Their team provides Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Loyalty Accounting is a small Commercial Financing company launched in 2018. Their team specializes in Commercial Financing and Accounting.
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$1,000+$25 - $49 / hr50 - 249
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Established in 2012, make my company is a midsize Business Consulting company. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Anthrope Agency, an Insurance Services & Brokers company, was launched in 2019. The company offers Insurance Services & Brokers.
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$1,000+$100 - $149 / hr2 - 9
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Miplly is a small San Diego, California-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Hoboken, NJ
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Kordis is a Fractional CFO Services company. The Hoboken, New Jersey-based company was founded in 2022. Their team focuses on Fractional CFO Services and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr10 - 49Colombo, Sri Lanka
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V-Ignite is an Accounting company. Established in 2020, the team specializes in Accounting and Business Consulting. The agency is headquartered in Colombo, Sri Lanka.
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$1,000+< $25 / hr250 - 999Ahmedabad, India
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Launched in 2016, NCS Global is a Back Office Outsourcing company. Their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$10,000+Undisclosed10 - 49
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Crystal Business Funding is a Funding & Investment company. Their team is based in New York, New York. The company focuses on Funding & Investment and Commercial Financing.
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$5,000+$50 - $99 / hr10 - 49Agege, Nigeria
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Emmviron is a Market Research company launched in 2020. Based in Agege, Nigeria, the team focuses on Market Research and Marketing Strategy.
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$1,000+Undisclosed2 - 9Vancouver, WA
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Fractional CFO Services company Verte Consulting was launched in 2005. The company specializes in Fractional CFO Services and Financial Consulting, and is small.
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UndisclosedUndisclosed10 - 49
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Seedling associates is a Civil Rights Law company launched in 2011. The agency focuses on Civil Rights Law and Business Consulting.
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$25,000+Undisclosed2 - 9
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Safe Life Ins is a Mississauga, Canada-based Insurance Services & Brokers company. They specialize in Insurance Services & Brokers.
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$10,000+$100 - $149 / hr10 - 49Lagos, Nigeria
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Founded in 2019, Adroit Advisors is a small Accounting company based in Lagos, Nigeria and Ikeja, Nigeria. Their team offers Accounting and Financial Consulting.
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UndisclosedUndisclosed50 - 249
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Find A Good Accountant is an Accounting company founded in 2000. The team specializes in Accounting and Fractional CFO Services and is in Palm Desert, California.
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UndisclosedUndisclosed10 - 49Blackburn, Australia
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Kadota Finance is an Accounting company. They were established in 2004, and their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9Feltham, England
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Launched in 2024, PPC is a small Feltham, England-based Advertising company. Their team specializes in Advertising and Search Engine Optimization.
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$5,000+$50 - $99 / hr50 - 249Thane, India
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Wisecor services private limited is a Business Consulting company. They were founded in 2009 and provide Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Miami, FL
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Lemoti is a Finance & Accounting Outsourcing (FAO) company. The Miami, Florida-based company offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$25 - $49 / hr50 - 249Singapore
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Corp Stage is a midsize branding firm in Singapore. Their services include Branding and Application Testing.
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$75,000+$150 - $199 / hr250 - 999Dallas, TX
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Financial Advising & Planning company AsertaLoans was established in 2019. The team provides Financial Advising & Planning.
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Undisclosed$100 - $149 / hr10 - 49New York, NY
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Finance & Accounting Outsourcing (FAO) and Accounting company ProfitLine LLC was founded in 2013. The small team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9
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Accounting company Trace Forensic Experts LLC was founded in 2005. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Small Accounting company KineticBooks & Tax Solutions, is in Vancouver, Canada. The team specializes in Accounting.
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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+$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 - 49
Ability to deliver
32.9/40.016/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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.