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+Undisclosed10 - 49
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Launched in 2022, Ecom Finances Company is a small Lahore, Pakistan-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and
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Undisclosed$25 - $49 / hr10 - 49Mumbai, India
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Fynalliance Advisors Private Limited is a Mumbai, India-based Accounting company. Founded in 2018, the team specializes in Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr2 - 9
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FincSol Accountancy, a small Accounting company, is based in Dubai, United Arab Emirates. The team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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100+ Accounting Inc. Is an Edmonton, Canada-based Accounting company. They provide Accounting and Business Consulting.
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$25,000+< $25 / hr10 - 49Toronto, Canada
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Taxccount Canada, an Accounting company, is based in Toronto, Canada. They specialize in Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Williamsburg, VA
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Founded in 2007, Griffin and Johnson Tax Prep is a small Williamsburg, Virginia-based Accounting company. Their services include Accounting.
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$1,000+< $25 / hr2 - 9
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Launched in 2020, Rightway accounting & bookkeeping is an Accounting company. Located in Dubai, United Arab Emirates, the team provides Accounting.
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$1,000+$25 - $49 / hr10 - 49
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Ecommerce Accounting Services is an Accounting company. Founded in 2025, the firm is based in New York, New York. Their services include Accounting and Commercial Financing.
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$5,000+$150 - $199 / hr10 - 49
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TheFinanceStack, a Product Design company, was launched in 2020. The team provides Product Design and Application Testing.
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$1,000+< $25 / hr2 - 9
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Established in 2023, VNC Australia is an Accounting company. The team focuses on Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9
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Launched in 2022, Lighthammer Bookkeeping Inc. Is a small Cincinnati, Ohio-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Insure C-Store is an Insurance Services & Brokers company. They offer Insurance Services & Brokers and were established in 1981. The company is located in Tucker, Georgia.
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UndisclosedUndisclosed10 - 49Kanpur, India
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Shree Visam Movers and Packers is a Trucking company. They are headquartered in Kanpur, India, and their services include Trucking and Warehousing & Distribution.
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UndisclosedUndisclosed2 - 9Murthal, India
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Headquartered in Murthal, India, Legal Darbar is a Business Consulting company. Founded in 2023, the team focuses on Business Consulting and Accounting.
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$1,000+$25 - $49 / hr10 - 49
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Bestar is a Business Consulting company. The Singapore, Singapore-based team specializes in Business Consulting and Accounting.
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$1,000+< $25 / hr50 - 249
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Answering service Archers Contact Solutions was launched in 2011. The firm focuses on Call Center Services and Back Office Outsourcing, and is midsize.
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$75,000+$50 - $99 / hr50 - 249Kingston, Australia
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Malice Cyber Recovery, a Market Research company, was established in 2015. The midsize team specializes in Market Research and Cybersecurity.
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$1,000+< $25 / hr10 - 49
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Shian HR - Recruitment and Staffing Services, an Accounting company, was launched in 2006. The team specializes in Accounting and Staffing.
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$5,000+$200 - $300 / hr2 - 9
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In London, England and Dubai, United Arab Emirates, Aston VIP is a Business Consulting company. Their services include Business Consulting and Compliance Consulting.
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$1,000+$25 - $49 / hr2 - 9
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Conversion Optimization company Joyce Parking is headquartered in Washington, District of Columbia. Established in 2010, the team specializes in Conversion Optimization and Logo.
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$1,000+$150 - $199 / hr2 - 9
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Anny.Biz is a Business Consulting company. They were founded in 2015 and focus on Business Consulting and Commercial Financing.
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Undisclosed$150 - $199 / hr10 - 49
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BCM Partners LLP is a Commercial Financing company. The Mississauga, Canada-based company was launched in 2012. Their services include Commercial Financing and Accounting.
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$1,000+< $25 / hr2 - 9
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International Outsourcing Group is an Accounting company. They are based in Brisbane, Australia. Their team provides Accounting and Back Office Outsourcing.
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$5,000+< $25 / hr250 - 999Sandton, South Africa
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Afrishore BPO is a Marketing Strategy company. In Sandton, South Africa and Dallas, Texas, the agency was established in 2016. Their services include Marketing Strategy and Call Center Services.
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$1,000+< $25 / hr50 - 249Chennai, India
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Marssigma is a big data analytics company. They are headquartered in Chennai, India. Their team specializes in BI & big data consulting & SI and Application Testing.
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UndisclosedUndisclosed10 - 49
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Business Consulting company SVT Advisors Pty Ltd was established in 2020. The firm specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company BilanseXpert Sp. Z o.o., is located in Łódź, Poland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Orlando, FL
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Financial Advising & Planning and Financial Consulting company Great American Credit Repair was founded in 2008. The team offers Financial Advising & Planning and Financial Consulting.
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$1,000+$150 - $199 / hr2 - 9
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10X CPA Inc. Is an Accounting company. Their small team is located in Los Angeles, California and focuses on Accounting and Finance & Accounting Outsourcing (FAO). The company was founded in 2014.
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$1,000+$300+ / hr2 - 9
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Function is an Accounting company. The Wake Forest, North Carolina-based agency was established in 2023. Their team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerHouston, TX
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Nuclaim, Inc. Public Adjusters is an Insurance Services & Brokers company. In Houston, Texas, the firm was launched in 2020. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9
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Established in 2022, Docmen Ventures Co. Ltd is an Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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PipInfuse is a Business Consulting company. Their small team is based in London, England and focuses on Business Consulting and Accounting. The firm was established in 2023.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Golden Growth Fund is a Commercial Financing company established in 2023. The team focuses on Commercial Financing and Accounting and is headquartered in Delhi, India and New Delhi, India.
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UndisclosedUndisclosed10 - 49
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Established in 2020, QX Financial is a small California, California-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services &
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Undisclosed$25 - $49 / hr10 - 49دبي, United Arab Emirates
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Intech FZCO is a big data analytics company. The دبي, United Arab Emirates-based agency provides BI & big data consulting & SI and Cybersecurity.
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UndisclosedUndisclosed50 - 249
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Dga global is a midsize Gurgaon, India-based Business Consulting company. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Ilford, England
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Ark Mortgages is a Financial Advising & Planning and Financial Consulting company. They were established in 2020, and their services include Financial Advising & Planning and Financial Consulting.
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Undisclosed< $25 / hr10 - 49
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SIDSOFT TECHNOLOGIES PVT LTD is a Bengaluru, India-based CRM consulting and SI company. They specialize in CRM consulting and SI and ERP consulting and SI and were established in 2007.
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$1,000+$25 - $49 / hr10 - 49
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SNT & Partners is a Ras Al Khaimah, United Arab Emirates-based Finance & Accounting Outsourcing (FAO) and Accounting company. They specialize in Finance & Accounting Outsourcing (FAO) and
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UndisclosedUndisclosed2 - 9
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CPAMD is a Business Consulting company. Their team is in Toronto, Canada and provides Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Mumbai, India
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Launched in 2020, eMSME is a Business Consulting company. The small team provides Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49
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Money Centric is a Business Consulting company in New Delhi, India. The team provides Business Consulting and Accounting.
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$1,000+$50 - $99 / hr10 - 49Evesham, NJ
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Established in 2000, Starling Consulting is a Business Consulting company. Their services include Business Consulting and Accounting.
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$1,000+Undisclosed10 - 49
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Alacrity Corporate Solutions Private Limited is an Accounting company. They focus on Accounting and Financial Advising & Planning and are in Ghaziabad, India.
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UndisclosedUndisclosed50 - 249
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TSP Group, a Business Consulting company, was launched in 2013. The firm offers Business Consulting and Accounting.
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$25,000+$25 - $49 / hr10 - 49
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Launched in 2021, Warrgyizmorsch Pvt.Ltd is a small London, England-based Digital Strategy company. Their team specializes in Digital Strategy and Content Marketing.
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$25,000+$300+ / hr50 - 249
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CRUX International, a Financial Advising & Planning company, was launched in 2011. The agency provides Financial Advising & Planning and Business Consulting, and is midsize.
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$5,000+< $25 / hr10 - 49
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Financial Advising & Planning company TridentEstate offers Financial Advising & Planning and Real Estate Law. They are based in Kyiv, Ukraine.
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$100,000+$50 - $99 / hr10 - 49
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Launched in 2024, Veynuus firm, a small PR firm, is headquartered in Mogadishu, Somalia and Nairobi, Kenya. Their services include Public Relations and Branding.
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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.