Top Financial Services Firms
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Featured
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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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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Lynchpin Consulting is a small Dubai, United Arab Emirates-based CRM consulting and SI and Accounting company. The team specializes in CRM consulting and SI and Accounting.
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$1,000+Undisclosed2 - 9Dartford, England
Services provided
North Hill Chartered Accountants and Business Advisors is a Dartford, England-based Accounting company. They focus on Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$25 - $49 / hr10 - 49Berlin, Germany
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Insurance Services & Brokers company Coinhaven was launched in 2019. The firm specializes in Insurance Services & Brokers, and is small.
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$5,000+$25 - $49 / hr2 - 9Kota Kinabalu, Malaysia
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MHM Corporate Advisory PLT is a Business Consulting company. They offer Business Consulting and Accounting and were established in 2020.
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$1,000+< $25 / hr50 - 249Singapore, Singapore
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Corporate FinEdge pte ltd is a Singapore, Singapore-based Accounting company. They provide Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Singapore, Singapore
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HR Consulting company Impact Best Pte Ltd is in Singapore, Singapore. They specialize in HR Consulting and Recruiting.
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$1,000+$50 - $99 / hr2 - 9Orlando, FL
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MEJ Business Solutions is a small Accounting company. Founded in 2021, the team focuses on Accounting.
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$1,000+$150 - $199 / hr2 - 9Castle Rock, CO
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Krieger Analytics is a Finance & Accounting Outsourcing (FAO) company. The Castle Rock, Colorado-based team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$150 - $199 / hrFreelancerNashville, TN
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Nashville Tax Resolution, PC is a Tax Law company. Launched in 2021, the firm provides Tax Law and Business Consulting.
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UndisclosedUndisclosed2 - 9Washington, DC
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VECO, CPAs & Advisors, an Accounting company, was established in 2018. The agency focuses on Accounting and Financial Consulting.
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$1,000+$100 - $149 / hr10 - 49Atlanta, GA
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In Atlanta, Georgia, QTax Services LLC is an Accounting company. Their services include Accounting.
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$1,000+< $25 / hr2 - 9
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IPCOM Consultancy (Pvt) Ltd is a Business Consulting company. The team is headquartered in Sri Lanka, and their services include Business Consulting and Commercial Financing.
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$1,000+Undisclosed10 - 49Dubai, United Arab Emirates
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The Controller - Outsourced Accounting Services UAE is a Dubai, United Arab Emirates-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr10 - 49Ahmedabad, India
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Accrels Outsourcing Services is an Accounting company founded in 2019. The small team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$10,000+Undisclosed10 - 49Tampa, FL
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The Bergden Group, a small Financial Advising & Planning company, is based in Tampa, Florida. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+$50 - $99 / hr10 - 49
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Calculate Data Inc. Is a business intelligence company based in Wilmington, Delaware. They offer BI & big data consulting & SI and Accounting and were established in 2021.
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$1,000+$25 - $49 / hr10 - 49Ciudad Obregón, Mexico
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Accounting company Carbajal Urrutia y Asociados focuses on Accounting and Business Consulting. They are based in Ciudad Obregón, Mexico.
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UndisclosedUndisclosed10 - 49Bengaluru, India
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Founded in 2017, Agile e-Platform is an Accounting company. The small team offers Accounting.
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$1,000+$25 - $49 / hr2 - 9Toronto, Canada
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OceanHui.com is an Accounting company established in 2021. The small team specializes in Accounting and Logo.
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$1,000+< $25 / hr10 - 49Hyderabad, India
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ARC ACCOUNTING & TAX SOLUTIONS, a Finance & Accounting Outsourcing (FAO) company, was founded in 2021. They focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$200 - $300 / hr10 - 49New York, NY
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ArgoMetrix is a branding firm in New York, New York. The team focuses on Branding and Marketing Strategy.
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Undisclosed< $25 / hrFreelancerCleveland Heights, OH
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TJP Accounting, an Accounting company, was established in 2022. Based in Cleveland Heights, Ohio, the team offers Accounting.
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$75,000+$200 - $300 / hr1,000 - 9,999
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Tax Academy - Best accounting Consultancy firm in Delhi NCR, an Accounting company, is located in Delhi, India. Founded in 2001, the team offers Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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KL Accounting & Tax Associates | Public Business Accountants (PBA) is an Accounting company in Calgary, Canada. They provide Accounting.
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$5,000+$200 - $300 / hr10 - 49London, England
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Established in 2016, Javed Khattak Consulting is a Blockchain company. Their services include Blockchain and Business Consulting.
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$1,000+< $25 / hr2 - 9Dubai, United Arab Emirates
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YUGA Accounting & Tax Consultancy, an ERP consulting and SI company, is in Dubai, United Arab Emirates. Established in 2013, the team focuses on ERP consulting and SI and Accounting.
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UndisclosedUndisclosed2 - 9Fort Myers, FL
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Launched in 2003, sonnecastle and company is a Business Consulting company. The small team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49San Antonio, TX
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NFS | Bandera Tax Services is an Accounting company based in San Antonio, Texas. The team focuses on Accounting.
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$1,000+< $25 / hr10 - 49London, England
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Launched in 2021, Yzer is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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$100,000+$300+ / hr50 - 249Abu Dhabi, United Arab Emirates
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Established in 2010, FMCA is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize.
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UndisclosedUndisclosed10 - 49Montréal, Canada
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KVB CPA INC. Is an Accounting company. The Montréal, Canada-based team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Treviso, Italy
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Established in 2014, STUDIO FRISACCO is a Tax Law company. The team specializes in Tax Law and Accounting and is headquartered in Treviso, Italy.
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Undisclosed$150 - $199 / hr2 - 9Lansdale, PA
Services provided
Advats is a small Accounting company established in 2020. Their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9Abu Dhabi, United Arab Emirates
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ZEENS BUSINESS CENTER is a Business Consulting and Accounting company. Their team is located in Abu Dhabi, United Arab Emirates. The company focuses on Business Consulting and Accounting.
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Undisclosed< $25 / hrFreelancer
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Cloud1 is an other IT consulting and SI company. The company is located in Wyarno, Wyoming. Their team offers other IT consulting and SI and Accounting.
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UndisclosedUndisclosed10 - 49Eight Mile Plains, Australia
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Founded in 2019, IJ and EA Accounting is an Accounting company. The team specializes in Accounting and is based in Eight Mile Plains, Australia.
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UndisclosedUndisclosed10 - 49Ajax, Canada
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All Inclusive Mortgages is a small Insurance Services & Brokers company. Launched in 2010, the team offers Insurance Services & Brokers and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Bengaluru, India
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Launched in 2017, salsabeelahmedandco is a small Bengaluru, India-based Insurance Services & Brokers company. Their team provides Insurance Services & Brokers and Commercial Financing.
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$1,000+$50 - $99 / hr2 - 9Syracuse, NY
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Marginwall LLC is an Accounting company. The Syracuse, New York-based team provides Accounting.
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UndisclosedUndisclosedFreelancerGlenroy, Australia
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Nanak Accountants & Associates is an Accounting company. In Glenroy, Australia, their team focuses on Accounting.
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Undisclosed$25 - $49 / hrFreelancerIlderton, Canada
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Based in Ilderton, Canada, Sync Bookkeeping Inc. Is a Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Prague, Czech Republic
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Launched in 1996, Crowe Czech Republic is a Finance & Accounting Outsourcing (FAO) company. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Levittown, NY
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Established in 2020, Plans Plus Benefits | Insurance and Medicare Brokers is an Insurance Services & Brokers company. The small team specializes in Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Taguig, Philippines
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Established in 2021, Manila Consultants, a small Business Consulting company, is located in Taguig, Philippines. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Tomball, TX
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SNT Associates CPAs LLC, an Accounting company, was launched in 2015. The team provides Accounting and Business Consulting and is headquartered in Tomball, Texas.
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UndisclosedUndisclosed2 - 9Cheney, WA
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Dreis Accounting Services LLC is a Finance & Accounting Outsourcing (FAO) company. Launched in 2020, their team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Mount Waverley, Australia
Services provided
Elephant Advisory is a small Accounting company based in Mount Waverley, Australia and Port Melbourne, Australia. The team focuses on Accounting and Commercial Financing.
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$1,000+$25 - $49 / hr50 - 249دبي, United Arab Emirates
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The FxKey is a midsize دبي, United Arab Emirates-based Financial Advising & Planning company. The team provides Financial Advising & Planning.
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Undisclosed$25 - $49 / hr2 - 9Dehradun, India
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DevBhoomi Consulting Pvt. Ltd. , a small Digital Strategy company, is headquartered in Dehradun, India. The team specializes in Digital Strategy and Social Media Marketing.
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UndisclosedUndisclosed50 - 249Prishtina, Kosovo
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Midsize Back Office Outsourcing company FMA BPO, is located in Prishtina, Kosovo. Their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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List of the Top 15 Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
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 -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38/40.018.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
$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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $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
33.5/40.016.6/20 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+$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 -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.