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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UndisclosedUndisclosed10 - 49Portland, OR
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Launched in 2003, Cross Financial Management is an Accounting company. The team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Portland, OR
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Brio Accounting LLC, an Accounting company, was founded in 2017. The agency focuses on Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosed2 - 9Portland, OR
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Blue Water Bookkeeping, LLC is an Accounting company. Founded in 2024, the agency is in Portland, Oregon. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Accounting company All About Businesses was established in 2016. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Affiliate Marketing company Profex Digital was founded in 2023. The team provides Affiliate Marketing and Search Engine Optimization and is headquartered in London, England and Brooklyn, New York.
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UndisclosedUndisclosed50 - 249Boston, MA
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Weiss Asset Management is a Market Research and Financial Advising & Planning company. They were established in 2003, and their services include Market Research and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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Gavin/Solmonese LLC is a small public relations firm. They focus on Public Relations and Business Consulting and were established in 2012.
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UndisclosedUndisclosed10 - 49
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Established in 2001, Breton Group, a small Business Consulting company, is based in St. John's, Canada. Their team focuses on Business Consulting and Web Design.
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UndisclosedUndisclosedFreelancerBrisbane City, Australia
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Projectise is an IT strategy consulting company. The small Brisbane City, Australia-based team focuses on IT strategy consulting and Blockchain. The agency was launched in 2004.
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UndisclosedUndisclosed10 - 49
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Small Insurance Services & Brokers company Alza Business Solutions, is in United Arab Emirates and Chennai, India. The team offers Insurance Services & Brokers and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9
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In Tirane, Albania, Accountrax is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Insurance Services & Brokers company Crossroads Insurance Brokers LLC is in Dubai, United Arab Emirates. They provide Insurance Services & Brokers and were established in 2017.
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UndisclosedUndisclosed50 - 249Nicosia, Cyprus
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Grant Thornton (Cyprus) Ltd is a Nicosia, Cyprus-based Cybersecurity company. They provide Cybersecurity and IT managed services and were founded in 1942.
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UndisclosedUndisclosedFreelancerSesvete, Croatia
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Medium VA Ltd., a Back Office Outsourcing company, provide Back Office Outsourcing and Accounting. They were launched in 2022.
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UndisclosedUndisclosed10 - 49Cluj-Napoca, Romania
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Makeitfuture is an IT strategy consulting company. They offer IT strategy consulting and CRM consulting and SI and were launched in 2020.
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UndisclosedUndisclosedFreelancerMalmö, Sweden
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CRINSO Sweden AB, a Back Office Outsourcing company, is headquartered in Malmö, Sweden. Their services include Back Office Outsourcing and Social Media Marketing.
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UndisclosedUndisclosed50 - 249Lemon Tree Passage, Australia
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Global OfficeWorks is an Email Marketing company. They offer Email Marketing and Search Engine Optimization and are in Lemon Tree Passage, Australia and Dumaguete, Philippines.
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UndisclosedUndisclosed50 - 249Sheung Wan, Hong Kong
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Finex Hong Kong Limited is a Funding & Investment company. The agency is in Sheung Wan, Hong Kong. Their team provides Funding & Investment and Public Relations.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
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Acclime Singapore Pte. Ltd. Is a Singapore, Singapore-based CRM consulting and SI company. They specialize in CRM consulting and SI and Business Consulting and were established in 2019.
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UndisclosedUndisclosed50 - 249Sydney, Australia
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Koruna Assist is a Business Consulting company. They are headquartered in Sydney, Australia. Their team offers Business Consulting and Call Center Services.
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UndisclosedUndisclosed50 - 249Drammen, Norway
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SPERTON is a midsize Drammen, Norway-based Accounting company. The team specializes in Accounting and Social Media Marketing.
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UndisclosedUndisclosed50 - 249Oslo, Norway
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Cloud Connection AS, a CRM consulting and SI company, is located in Oslo, Norway. They provide CRM consulting and SI and ERP consulting and SI and were established in 1990.
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UndisclosedUndisclosed2 - 9
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Premier Office is a cloud consulting & SI company. Their small team of employees is based in Hong Kong. Their team specializes in cloud consulting & SI and Call Center Services.
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UndisclosedUndisclosedFreelancer
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Katrin Bauer Virtual Assistant is a public relations firm founded in 2021. Their services include Public Relations and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Odense, Denmark
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Headquartered in Odense, Denmark, Back-Office ApS, Odense is a web design agency. Their services include Web Design and Cybersecurity.
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UndisclosedUndisclosedFreelancerTølløse, Denmark
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Backoffice ApS., a Back Office Outsourcing company, was established in 2010. In Tølløse, Denmark, the team provides Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed10 - 49Sion, Switzerland
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Sommet_Global is an IT strategy consulting company founded in 2020. Their services include IT strategy consulting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Rapid Growth Trend is a Marketing Strategy company. They specialize in Marketing Strategy and Call Center Services and were established in 2020. The firm is based in Fresno, California.
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UndisclosedUndisclosed2 - 9Prague, Czech Republic
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Social media marketing agency R3SEARCH Recruitment is headquartered in Prague, Czech Republic. Their services include Social Media Marketing and Accounting.
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UndisclosedUndisclosed2 - 9Hamburg, Germany
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Established in 2019, White Label Advisory is an IT strategy consulting company. The company provides IT strategy consulting and BI & big data consulting & SI, and is small.
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UndisclosedUndisclosed2 - 9Stuttgart, Germany
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ECommercely is a Content Marketing company. The team focuses on Content Marketing and Email Marketing and is headquartered in Stuttgart, Germany.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Four Square Business Services is an Accounting company. They are located in Surrey, Canada and have small team. Their team provides Accounting and Digital Strategy.
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UndisclosedUndisclosed2 - 9Ballerup, Denmark
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FutureLink Solutions, a big data company, was launched in 2003. The agency offers BI & big data consulting & SI and Business Consulting.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
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CorporateRoom is a Business Consulting company. The firm is in Singapore, Singapore. Their team specializes in Business Consulting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Regência Capital, a Back Office Outsourcing company, is located in Rio de Janeiro, Brazil. Established in 2016, the team focuses on Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Jerusalem, Israel
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GlobalDesk LLC is a small Jerusalem, Israel-based web design company. The team offers Web Design and Graphic Design.
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UndisclosedUndisclosedFreelancerWarszawa, Poland
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Back Office Outsourcing company Outsourced.pl was founded in 2019. The small team specializes in Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed50 - 249Rio de Janeiro, Brazil
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Piemonte Holding is a Digital Strategy company launched in 2012. Their team specializes in Digital Strategy and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Founded in 2000, Out of Business- TaxAdvisor365 is an Accounting and Financial Advising & Planning company. In Miami, Florida, the team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Shinjuku City, Japan
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Sherpa Co. Is an Accounting company. They focus on Accounting and Artificial Intelligence and were founded in 2022.
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UndisclosedUndisclosed250 - 999Riyadh, Saudi Arabia
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ECOVIS Saudi Arabia is a data analytics company in Riyadh, Saudi Arabia. They offer BI & big data consulting & SI and Cybersecurity and were launched in 2005.
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UndisclosedUndisclosed50 - 249Pascoe Vale South, Australia
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Global TeleForce Ltd is a Pascoe Vale South, Australia-based Back Office Outsourcing company. They provide Back Office Outsourcing and Accounting and were founded in 2012.
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UndisclosedUndisclosed10 - 49Singapore, Singapore
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Melioris is a Digital Strategy company. Located in Singapore, Singapore, their small team focuses on Digital Strategy and Accounting. The company was launched in 2002.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Headquartered in Melbourne, Australia, Colfax Pty Ltd is a Fractional CFO Services company. The team offers Fractional CFO Services and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Buenos Aires, Argentina
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BlueDraft is a data analytics company. They focus on BI & big data consulting & SI and Artificial Intelligence and were launched in 2011.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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WorkCloud is a small big data company founded in 2014. Their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Gent, Belgium
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Established in 2019, Growire Group, a small data analytics company, is in Gent, Belgium. Their team provides BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Turnhout, Belgium
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Launched in 2011, Core-S-Ad is a Back Office Outsourcing company. The small team specializes in Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed50 - 249Del. Álvaro Obregón, Mexico
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Business Consulting company BHR México is in Del. Álvaro Obregón, Mexico. Founded in 1990, the team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Headquartered in Ciudad de México, Mexico, B&B Global Consultores is a Finance & Accounting Outsourcing (FAO) company. The team specializes in Finance & Accounting Outsourcing (FAO) and 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
36.4/40.016.8/20 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.