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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UndisclosedUndisclosed250 - 999
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POS Circle is an Accounting company. They are based in Sugar Land, Texas. Their team provides Accounting and Marketing Strategy.
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$5,000+$150 - $199 / hr10 - 49St. Peters, MO
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Hottenrott & Associates, LLC is an Accounting company. They were founded in 2010, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Prokizen Global LLP, an Accounting company, is in San Francisco, California. They provide Accounting and were founded in 2011.
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UndisclosedUndisclosed2 - 9
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Xgiuc is an Accounting company. Located in San Francisco, Alabama, the team offers Accounting.
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$1,000+$25 - $49 / hr2 - 9Boynton Beach, FL
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Intention Enterprises is a Finance & Accounting Outsourcing (FAO) company. Their team is in Boynton Beach, Florida. The company offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$25 - $49 / hr50 - 249Abu Dhabi, United Arab Emirates
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Compliance Consulting company AMA Audit Tax Advisory was launched in 2018. The team provides Compliance Consulting and Business Consulting.
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$1,000+Undisclosed2 - 9
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Headquartered in Den Haag, Netherlands, Smart Finance & Tax is a Financial Consulting company. Launched in 2023, the team offers Financial Consulting and Financial Advising & Planning.
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$5,000+< $25 / hr50 - 249
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TECHBLISS DIGITAL SOLUTION PVT is a Staffing company. The Noida, India-based company was established in 2019. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Alpharetta, GA
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Virtue CPAs is an Accounting company. The team is in Alpharetta, Georgia, and their services include Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr10 - 49Ahmedabad, India
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NetworkLeaf, an Accounting company, is located in Ahmedabad, India. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9Delhi, India
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Insurance Services & Brokers company ApnaGST was launched in 2011. The agency specializes in Insurance Services & Brokers, and is small.
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Undisclosed$25 - $49 / hr10 - 49Vacoas-Phoenix, Mauritius
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Toukan Corporate Services Limited, a Business Consulting and Financial Advising & Planning company, was launched in 2016. The agency offers Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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CorpCreators.ae is a Business Consulting company. In Dubai, United Arab Emirates, the agency was established in 2001. Their team specializes in Business Consulting and HR Consulting.
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UndisclosedUndisclosed250 - 999Boston, MA
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Accounting company Stipenda Inc was launched in 2013. The agency offers Accounting and Employer of Record (EOR) Services.
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Undisclosed$25 - $49 / hr2 - 9Noida, India
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CA Manish Mishra is a Financial Advising & Planning company. The agency is located in Noida, India. Their team specializes in Financial Advising & Planning and Finance Law.
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$1,000+$200 - $300 / hr2 - 9Ellicott City, MD
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Fractional CFO Services company Sustain CFO Services offers Fractional CFO Services and Finance & Accounting Outsourcing (FAO). They were established in 2016.
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Undisclosed$50 - $99 / hr10 - 49Pismo Beach, CA
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AUXILEE Bookkeeping Services is an Accounting company. The agency is headquartered in Pismo Beach, California. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249
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MetaPay is a software development company. The midsize Seoul, South Korea-based team specializes in Custom Software Development and Accounting. The company was founded in 2021.
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Undisclosed< $25 / hr10 - 49SLOUGH, England
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Pro Advisors Accounting is an Accounting and Tax Law company based in SLOUGH, England and Sialkot, Pakistan. They specialize in Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Business Consulting company Thalaron Global is in Bengaluru, India. Founded in 2023, the team focuses on Business Consulting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr250 - 999Pompano Beach, FL
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Accountants Now is a midsize Accounting company founded in 2019. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49
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LEKHAKAR is a small Accounting and Financial Consulting company. Launched in 2021, the team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosed250 - 999Los Angeles, CA
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Intogreat Solutions is a Marketing Strategy company. The team offers Marketing Strategy and IT strategy consulting and is in Los Angeles, California.
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UndisclosedUndisclosed10 - 49
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Very Good Advisors is a Funding & Investment company established in 2019. Their team offers Funding & Investment and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49
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PMI Consulting LLC is a small Accounting company founded in 2018. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Sriya Enterprise is a small Surat, India-based Financial Advising & Planning and Financial Consulting company. The team offers Financial Advising & Planning and Financial Consulting.
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$250,000+$150 - $199 / hr2 - 9Jeddah, Saudi Arabia
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Seeds consulting, a Financial Advising & Planning company, is based in Jeddah, Saudi Arabia. Their services include Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Hamilton, Scotland
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Established in 2001, Accountants Plus is an Accounting company. The agency provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9London, England
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Swiftacc, an Accounting company, was founded in 2022. The firm provides Accounting and Financial Advising & Planning, and is small.
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$1,000+< $25 / hr2 - 9Tallinn, Estonia
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Accounting company Outsource Work is located in Tallinn, Estonia and Austin, Texas. They provide Accounting and Sales Outsourcing and were established in 2023.
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$1,000+Undisclosed2 - 9
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Founded in 2024, Al Daqiq Accounting is an Accounting company. The agency offers Accounting.
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$5,000+$50 - $99 / hr250 - 999Dartmouth, England
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You Pitch live is a Funding & Investment company. Their team is based in Dartmouth, England and offers Funding & Investment and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Ahmedabad, India
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Nikseam is an answering service company. Their small team is based in Ahmedabad, India and Mumbai, India. Their services include Call Center Services and Accounting.
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UndisclosedUndisclosed10 - 49Nelson, New Zealand
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Accounting For Good is an Accounting company. The Nelson, New Zealand-based firm specializes in Accounting and Financial Advising & Planning.
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$100,000+$300+ / hr2 - 9
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T-Max Lending LLC is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their team focuses on Finance & Accounting Outsourcing (FAO).
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$25,000+Undisclosed2 - 9Charleston, SC
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Small Digital Asset Management company LorCo Capital, LLC, is headquartered in Charleston, South Carolina. Their services include Digital Asset Management and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9St. Augustine, FL
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Insurance Services & Brokers company Health Insurance Diva was established in 2000. The agency provides Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Longview, WA
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Launched in 2022, Michealsmedicareministry is an Insurance Services & Brokers company. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49St. Augustine, FL
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Based in St. Augustine, Florida, 904 Bookkeeping is an Accounting company. Founded in 2019, the team offers Accounting.
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$1,000+Undisclosed2 - 9San Francisco, CA
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Zeno Tax Solutions is an Accounting company established in 2016. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9
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Founded in 2023, GATHER.nexus, a small Accounting company, is located in London, England. Their team provides Accounting.
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$10,000+$150 - $199 / hr1,000 - 9,999Hawthorne, NY
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Linux Cyber Security., a Cybersecurity company, is in Hawthorne, New York and New York, New York. They specialize in Cybersecurity and Accounting.
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$1,000+$50 - $99 / hr10 - 49Ottawa, Canada
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AI Tax Consultants, an Accounting company, is located in Ottawa, Canada and Toronto, Canada. They focus on Accounting and were founded in 2019.
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$10,000+$25 - $49 / hr2 - 9Mangaluru, India
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Launched in 2018, Bluebird data solutions is an Accounting and Financial Consulting company. The team offers Accounting and Financial Consulting and is located in Mangaluru, India.
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$5,000+$50 - $99 / hr50 - 249Addis Ababa, Ethiopia
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Ashewa Smart ERP Software, a midsize web development firm, is based in Addis Ababa, Ethiopia. Their services include Web Development and Application Testing.
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UndisclosedUndisclosed50 - 249New Delhi, India
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Bharat Unlisted is a Financial Advising & Planning company. Their team is located in New Delhi, India. The firm focuses on Financial Advising & Planning.
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$5,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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Established in 2010, Quickexpress is a Business Consulting company. The small team offers Business Consulting and Immigration Law.
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$1,000+$25 - $49 / hr2 - 9Tulsa, OK
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Get Better Bookkeeping is an Accounting and Fractional CFO Services company headquartered in Tulsa, Oklahoma. They specialize in Accounting and Fractional CFO Services and were launched in 2022.
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$1,000+< $25 / hr2 - 9Lewes, DE
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Founded in 2021, South Offices is a Staffing company. The team specializes in Staffing and Recruiting and is headquartered in Lewes, Delaware.
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UndisclosedUndisclosed250 - 999
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Essentia Tech Division, a Business Consulting company, was established in 2016. They offers Business Consulting and Accounting.
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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.