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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Undisclosed$25 - $49 / hr2 - 9
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Digital Solutions axis is a Digital Strategy company. Their team is in England. The agency focuses on Digital Strategy and Social Media Marketing.
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$5,000+Undisclosed50 - 249Pasig, Philippines
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Agility Staffing Services LLC is a Pasig, Philippines-based Accounting company. Established in 2022, the team provides Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Fairfax, VA
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Quantum Dental Accounting is an Accounting company. They are in Fairfax, Virginia. Their team specializes in Accounting.
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Undisclosed$50 - $99 / hr2 - 9Tallinn, Estonia
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Null Bilanss OÜ Accounting and Tax Services is an Accounting company. Founded in 2015, the firm is headquartered in Tallinn, Estonia. Their services include Accounting.
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$1,000+$25 - $49 / hr10 - 49Karachi, Pakistan
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V2F Solutions, a Business Consulting company, was established in 2016. The firm focuses on Business Consulting and Financial Advising & Planning.
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$1,000+< $25 / hr50 - 249Paterson, NJ
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Located in Paterson, New Jersey, Aberrant Digital Services is a branding company. The team focuses on Branding and Marketing Strategy.
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UndisclosedUndisclosed2 - 9
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Established in 2010, Hart Financial is a small Financial Advising & Planning company headquartered in Newtown Square, Pennsylvania. Their team offers Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Singapore
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Finance Hero Co is a small Commercial Financing and Insurance Services & Brokers company. They specialize in Commercial Financing and Insurance Services & Brokers and were launched in 2023.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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MP Elites Consulting CO. L.L.C. Is an Accounting company established in 2003. In Dubai, United Arab Emirates, the team specializes in Accounting.
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Undisclosed$50 - $99 / hr2 - 9
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Bean Counters Erin Hills is an Accounting company. Located in Erin, Canada, their small team provides Accounting and IT strategy consulting. The agency was founded in 2022.
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UndisclosedUndisclosed10 - 49
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Founded in 2019, Patience Noah Insurance is an Insurance Services & Brokers company. The small team provides Insurance Services & Brokers.
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$1,000+$25 - $49 / hr50 - 249Ahmedabad, India
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DANP Global Pvt. Ltd. Is a Finance & Accounting Outsourcing (FAO) and Accounting company located in Ahmedabad, India. They focus on Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$50 - $99 / hr10 - 49Napa, CA
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Balanced Business Group is an Accounting company. Their small team is in Napa, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Zapegg Tax Consultant is an Accounting and Financial Advising & Planning company based in Dubai, United Arab Emirates. The team offers Accounting and Financial Advising & Planning.
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Undisclosed$100 - $149 / hr2 - 9Montréal, Canada
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IMPOT MONTREAL EN LIGNE is an Accounting company. The team focuses on Accounting, and the firm is headquartered in Montréal, Canada.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Fika Consulatncy is a small Business Consulting and Financial Advising & Planning company. They provide Business Consulting and Financial Advising & Planning and were launched in 2019.
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UndisclosedUndisclosed10 - 49
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Custom software development company and Accounting company PayEaze was founded in 2015. The team provides Custom Software Development and Accounting and is based in Mississauga, Canada.
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$5,000+$150 - $199 / hr2 - 9Berlin, Germany
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Established in 2016, summa consult GmbH, a small big data analytics company, is based in Berlin, Germany. Their team provides BI & big data consulting & SI and Accounting.
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$1,000+$50 - $99 / hr2 - 9Montréal, Canada
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Hornbeam Labs Inc. Is an Accounting company. Established in 2022, the team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Eagan, MN
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Accountinuity is a Finance & Accounting Outsourcing (FAO) company located in Eagan, Minnesota. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2004.
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UndisclosedUndisclosed2 - 9
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NRK Accounting Tax Accountant Toronto, a small Accounting company, is headquartered in Toronto, Canada. The team offers Accounting.
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Undisclosed< $25 / hr10 - 49Ahmedabad, India
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AccuPride Accounting LLP is an Accounting company located in Ahmedabad, India. They provide Accounting and Back Office Outsourcing and were established in 2014.
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$5,000+$25 - $49 / hr50 - 249Lahore, Pakistan
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AffinityVibez is a Business Consulting company. Based in Lahore, Pakistan, their team specializes in Business Consulting and HR Consulting.
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$5,000+$200 - $300 / hrFreelancerLouisville, KY
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Accounting company TechAccountingPro is in Louisville, Kentucky. Established in 2022, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Small Accounting company BizFix | Accounting & Bookkeeping Services, is located in Redondo Beach, California. The team provides Accounting.
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UndisclosedUndisclosed10 - 49
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Virtueshore Global is a small Back Office Outsourcing company. They focus on Back Office Outsourcing and Finance & Accounting Outsourcing (FAO) and were established in 2023.
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UndisclosedUndisclosedFreelancer
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Accounting and Financial Consulting company Rapid fast cash is based in Dallas, Texas. Their services include Accounting and Financial Consulting.
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Undisclosed$50 - $99 / hr2 - 9
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Plyo Bookkeeping is an Accounting company. Founded in 2023, the team specializes in Accounting. The firm is in North Vancouver, Canada.
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Undisclosed< $25 / hr10 - 49
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Dominic's Tax Service is an Accounting company. Founded in 2007, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Wilmington, DE
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Accounting company North Quest Solutions is based in Wilmington, Delaware. They focus on Accounting and Financial Advising & Planning and were founded in 2021.
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UndisclosedUndisclosed2 - 9
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Base2023 is an Accounting company. They are located in T'bilisi, Georgia and have small team. They focus on Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Sri Ganganagar, India
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Taxcare is a small Accounting company located in Sri Ganganagar, India and Sri Ganganagar, India. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49
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CGO Accounting sp. Z o.o. Is an Accounting company. Founded in 2016, the agency is located in Łódź, Poland. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed< $25 / hr10 - 49Rockville, MD
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Romano and Mitchell CPA is a small Accounting and Financial Advising & Planning company founded in 2023. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Naples, FL
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Launched in 2021, Tangible Property Tax Methods is an Accounting and Financial Consulting company. The small team provides Accounting and Financial Consulting.
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$1,000+$25 - $49 / hr2 - 9Kochi, India
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DICTUMNET LEGAL AND COMPLIANCE is an Accounting company. They are based in Kochi, India and Kochi, India. Their team offers Accounting and Business Consulting.
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$50,000+$100 - $149 / hr10 - 49Sharjah, United Arab Emirates
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Reflechir is a small Financial Advising & Planning company launched in 2012. Their team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249
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Aristotle Tax Consultancy is a midsize Office:907, United Arab Emirates-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Accounting company CCC Capital CPA was established in 2021. The agency focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$10,000+$50 - $99 / hr2 - 9دبي, United Arab Emirates
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Sultan Al Ali Group is a Business Consulting company. The team specializes in Business Consulting and Accounting, and the firm is in دبي, United Arab Emirates.
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UndisclosedUndisclosed1,000 - 9,999Paris, France
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Insurance Services & Brokers and Financial Consulting company Babylone Consulting was established in 2020. The agency specializes in Insurance Services & Brokers and Financial Consulting.
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UndisclosedUndisclosed50 - 249
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Accounting company Manu Accounting Services was launched in 2023. The firm provides Accounting.
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UndisclosedUndisclosed1,000 - 9,999
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Ibex medical billing is a large Back Office Outsourcing and Accounting company in New York, New York. Their services include Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed50 - 249JAKARTA SELATAN, Indonesia
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PT. JCSS Management Consulting, a Business Consulting company, is located in JAKARTA SELATAN, Indonesia and JAKARTA SELATAN, Indonesia. The team focuses on Business Consulting and Cybersecurity.
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UndisclosedUndisclosed10 - 49London, England
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Forefront IFA is a London, England-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Financial Consulting.
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$1,000+$25 - $49 / hr10 - 49
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QB Desktop Support | +1-855(838)5977, a small Accounting company, is in. Their services include Accounting.
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$1,000+$25 - $49 / hr10 - 49
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FORAS Talent is a Corporate Training & Coaching company. In Casablanca, Morocco, their small team specializes in Corporate Training & Coaching and Accounting. The agency was established in 2018.
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UndisclosedUndisclosed2 - 9
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Ontario Insurance Hub is a small Insurance Services & Brokers company in Toronto, Canada. Their services include Insurance Services & Brokers and Insurance Law.
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UndisclosedUndisclosed2 - 9Genève, Switzerland
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Charles Insurance is a Genève, Switzerland-based Insurance Services & Brokers company. Their services include Insurance Services & Brokers.
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$5,000+< $25 / hr10 - 49New York, NY
Services provided
Otterz, Inc. Is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO), and the firm is based in New York, New York.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
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 -
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 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% 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 - 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.