Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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 / hr10 - 49Bhopal, India
Services provided
Yash Fincon & BPO Services Pvt Ltd, a Back Office Outsourcing company, is located in Bhopal, India. Their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49
Services provided
In Edgware, England and Colombo, Sri Lanka, DASA Solutions is a CRM consulting and SI company. They focus on CRM consulting and SI and Call Center Services.
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$1,000+$25 - $49 / hr250 - 999
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Founded in 2014, Futurex Management Solutions Limited is a midsize Delhi, India-based Application Testing company. Their team offers Application Testing and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Financial Advising & Planning company The Fund Advisor is headquartered in London, England. They offer Financial Advising & Planning and Insurance Services & Brokers.
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Undisclosed$50 - $99 / hr2 - 9
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Strategic Management & Logistics, LLC is a social media marketing firm. Their small team of employees is headquartered in Stafford, Virginia. Their team provides Social Media Marketing and
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$250,000+Undisclosed2 - 9
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Aaron Chhetri CPA LLC is a Commercial Financing company. Founded in 2018, the team focuses on Commercial Financing and Accounting. The company is in Euless, Texas.
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UndisclosedUndisclosed50 - 249
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Final Expense Quoter, an Insurance Services & Brokers company, is located in Tysons, Virginia. Launched in 2015, the team offers Insurance Services & Brokers.
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$1,000+< $25 / hr10 - 49
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Founded in 2023, Visionary Dynamics Consulting Inc. Is an IT managed services company. Their services include IT managed services and Business Consulting.
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$1,000+$100 - $149 / hr2 - 9
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Tactical Accounting is an Accounting company based in St. George, Utah. Their services include Accounting and Business Consulting.
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$100,000+$150 - $199 / hr10 - 49
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Bright Advis is a small Accounting company founded in 2022. Their team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Precision Outsource is a call center company. The team offers Call Center Services and Accounting, and the agency is in Jacksonville, Florida.
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UndisclosedUndisclosed2 - 9Walpole, MA
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Ramo Abouzeid Kaltsunas Insurance Agency is a small Insurance Services & Brokers company. They provide Insurance Services & Brokers and were launched in 2020.
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$1,000+Undisclosed10 - 49Drouin, Australia
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Finfox Global is a Drouin, Australia-based Conversion Optimization company. The team offers Conversion Optimization and Product Design.
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$5,000+< $25 / hr50 - 249Albuquerque, NM
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Launched in 2019, AcculinkCpa is an Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249
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Midsize Digital Strategy company Vandalay Business Solutions, is headquartered in Kochi, India. Their services include Digital Strategy and Social Media Marketing.
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UndisclosedUndisclosed10 - 49
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Coinage Investments is a Financial Advising & Planning company. The team is headquartered in Zirakpur, India, and their services include Financial Advising & Planning and Insurance Services &
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$5,000+< $25 / hr10 - 49
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Star Nsurance + Tax is an Insurance Services & Brokers company. Their team is based in Tampa, Florida. The firm provides Insurance Services & Brokers.
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$1,000+Undisclosed2 - 9
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MKE Bookkeeping is an Accounting company. In Milwaukee, Wisconsin, the company was founded in 2022. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Noida, India
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Located in Noida, India, WealthBeats Finserv is a Commercial Financing company. Launched in 2024, the team provides Commercial Financing and Accounting.
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Undisclosed$150 - $199 / hr2 - 9Richmond Hill, Canada
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Launched in 2021, Booboo Accounting Services is a small Richmond Hill, Canada-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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The Wozny Tax Company, an Accounting company, offer Accounting. They were established in 2014.
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Undisclosed< $25 / hr50 - 249
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SUPPORT GROUP FOR CYPTO FRAUD VICTIMS - FUNDS RETRIEVER ENGINEER is an IT strategy consulting company in Dallas, Texas. The team specializes in IT strategy consulting and Cybersecurity.
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Undisclosed< $25 / hr10 - 49
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Founded in 2023, Essiz Consultancy services llc is a small Back Office Outsourcing company. Their team focuses on Back Office Outsourcing and Commercial Financing.
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UndisclosedUndisclosed2 - 9
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Atlas Fiscal Solutions, an Accounting company, is in Nairobi, Kenya. They specialize in Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Alberton, South Africa
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Headquartered in Alberton, South Africa, Sikatrix is an Accounting company. Established in 2017, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Vadodara, India
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C M Patel & Company, Chartered Accountant is a Business Consulting company. Based in Vadodara, India, their small team offers Business Consulting and Accounting. The agency was launched in 2018.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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EB-5 Choice is a Funding & Investment company. The San Francisco, California-based agency was launched in 2023. Their team focuses on Funding & Investment and Immigration Law.
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UndisclosedUndisclosed50 - 249
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InsurPro Financial Services Inc., a Financial Advising & Planning company, was launched in 2017. The company specializes in Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+$25 - $49 / hr2 - 9
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Caspian Accounting & Bookkeeping, a Finance & Accounting Outsourcing (FAO) company, provide Finance & Accounting Outsourcing (FAO) and Accounting. They were founded in 2024.
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UndisclosedUndisclosedFreelancerLabrador, Australia
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EDGE SME Financial Management Services, an Accounting company, is located in Labrador, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Sky Elite Real Estate, a Commercial Brokerage Services and Financial Advising & Planning company, was founded in 2024. They focuses on Commercial Brokerage Services and Financial Advising &
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UndisclosedUndisclosed10 - 49Monroe Township, NJ
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Headquartered in Monroe Township, New Jersey, MergerSherpa is a small Commercial Financing company. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249
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Accounting company ASKUS CONSULTANS LLP is headquartered in Delhi, India. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr2 - 9Laramie, WY
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VIP Consulting Innovations, LLC is a Business Consulting company. They specialize in Business Consulting and Financial Advising & Planning and were launched in 2017.
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$1,000+$100 - $149 / hr10 - 49Austin, TX
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MATH LLC is an Austin, Texas-based Accounting company. The team offers Accounting and Tax Law.
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Undisclosed$25 - $49 / hr10 - 49
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Small Finance & Accounting Outsourcing (FAO) company Optimal Audit and Advisory, is based in İstanbul, Türkiye. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$100 - $149 / hr50 - 249Kalispell, MT
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Established in 2010, Advantage Flood is an Insurance Services & Brokers company. The midsize team provides Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
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Launched in 2005, Istanbul Project Support Center is a Business Consulting company. The team focuses on Business Consulting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Abuja, Nigeria
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Silverkuun Cooperative, a Financial Advising & Planning company, was established in 2019. The small team specializes in Financial Advising & Planning and Commercial Financing.
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$5,000+$300+ / hr2 - 9
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Valoria Tax is an Accounting company. Headquartered in Newport Beach, California, the team offers Accounting and Tax Law.
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UndisclosedUndisclosed10 - 49
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Expertvuw Management Pvt. Ltd is a Business Consulting company. They focus on Business Consulting and Accounting and are headquartered in delhi, India.
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$25,000+$50 - $99 / hr50 - 249Dubai, United Arab Emirates
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In Dubai, United Arab Emirates, Tayseer Innovations is an IT managed services company. They offer IT managed services and Custom Software Development.
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UndisclosedUndisclosed10 - 49North Dumdum, India
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BankBriz™ is a North Dumdum, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Funding & Investment.
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$1,000+$100 - $149 / hr2 - 9
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Small Finance & Accounting Outsourcing (FAO) company Green Accounting Consulting, is in San Jose, California. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosedFreelancer
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Enterprise Tax Service is a small Accounting company founded in 2020. Their team focuses on Accounting.
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$1,000+< $25 / hr10 - 49Plymouth, MA
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Small Customs brokerage company Officium Solutions LLC, is based in Plymouth, Massachusetts. The team focuses on Customs brokerage and Freight forwarding.
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Undisclosed$150 - $199 / hr2 - 9
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Next Plus LLC is an IT strategy consulting company. The Mountain House, California-based company focuses on IT strategy consulting and Cybersecurity.
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UndisclosedUndisclosed250 - 999
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In Noida, India, SPNX Consulting is a midsize IT strategy consulting company. The team provides IT strategy consulting and Cybersecurity.
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$25,000+$25 - $49 / hr10 - 49Mississauga, Canada
Services provided
Founded in 2020, Corporate Empire is a small Accounting company. Their team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Hopkinton, RI
Services provided
Launched in 1975, US Dealer Financial Services (US-DFS) is a Financial Advising & Planning and Financial Consulting company. The agency provides Financial Advising & Planning and Financial
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% 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 -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% 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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% 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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 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 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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.