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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BookkeepingRE LLC is an Accounting company. They are headquartered in San Diego, California, and their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Based in Lisboa, Portugal, Digit is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49
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Accounting company VerkPro was founded in 2020. The team focuses on Accounting and Staffing.
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$1,000+$25 - $49 / hrFreelancerCasper, WY
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Atlas Financial Services LLC. Is a Commercial Financing company. The agency is headquartered in Casper, Wyoming. Their team offers Commercial Financing and Accounting.
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$10,000+Undisclosed2 - 9
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Addison ABC Limited is a Business Consulting company established in 2023. Their services include Business Consulting and Commercial Financing.
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$5,000+$200 - $300 / hr2 - 9Hagerstown, MD
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NTAPS INC is a Tax Law company. Established in 2021, the agency focuses on Tax Law and Accounting.
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$1,000+$25 - $49 / hr2 - 9Armthorpe, England
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Accupert Limited is an Accounting company. Founded in 2020, the team offers Accounting and Financial Advising & Planning. The firm is based in Armthorpe, England.
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$1,000+Undisclosed10 - 49Dubai, United Arab Emirates
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Carltrix is a small Accounting company headquartered in Dubai, United Arab Emirates. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Cary, NC
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Fitzcores is a small Funding & Investment and Financial Advising & Planning company. Established in 2000, the team provides Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerBaton Rouge, LA
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911 Bookkeeepers LLC, a Finance & Accounting Outsourcing (FAO) company, is located in Baton Rouge, Louisiana. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$100 - $149 / hr50 - 249
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Bisani Brothers Pvt Ltd is a phone answering service. The Lucknow, India-based company was founded in 2016. Their services include Call Center Services and Corporate Training & Coaching.
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UndisclosedUndisclosed50 - 249Pantheeramkavu, India
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Tass & Hamjit Financial Advisory is a Commercial Financing company. They were founded in 2016 and offer Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49
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Kristian Livolsi is a Marketing Strategy company. They specialize in Marketing Strategy and Business Consulting and are based in Hyde Park, Australia.
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UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
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Ali Financial Solutions is a small Finance & Accounting Outsourcing (FAO) company headquartered in Dhaka, Bangladesh. The team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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UndisclosedUndisclosed50 - 249Fairfax, VA
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In Fairfax, Virginia, Fiscal Wealth Partners is an Accounting company. They specialize in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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NAS Accounting & Tax Hub, Inc is a small Business Consulting company launched in 2020. Their team specializes in Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Milano, Italy
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FinDep Consult SRL is a Business Consulting company. They are headquartered in Milano, Italy, and their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$150 - $199 / hr2 - 9Richmond Hill, Canada
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Finalyze CFO is a Finance & Accounting Outsourcing (FAO) company. The Richmond Hill, Canada-based firm focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosedFreelancerNewcastle upon Tyne, England
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Accounting company Friendly Assist Accountancy Ltd was established in 2024. The team focuses on Accounting and Tax Law.
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$1,000+$50 - $99 / hr10 - 49Mumbai, India
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Shunyatax Global is an Accounting company. They were launched in 2023 and offer Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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FONDiFi is a social media marketing agency. Founded in 2025, their team focuses on Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9
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BVS Bookkeeping is an Accounting company. They provide Accounting and are headquartered in Centennial, Colorado.
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$1,000+$300+ / hr50 - 249Cheney, WA
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The Insights Desk is a Business Consulting company. They are located in Cheney, Washington and have midsize team of experts. Their services include Business Consulting and Artificial Intelligence.
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UndisclosedUndisclosed2 - 9
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SMT Consulting Group, an ERP consulting and SI company, provides ERP consulting and SI and Web Development. The firm is based in Baltimore, Maryland and Karachi, Pakistan.
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UndisclosedUndisclosed10 - 49
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Amorcil is an Accounting company. The agency is headquartered in Tomball, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ballyjamesduff, Ireland
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Roger Carragher Financial Services is a Financial Advising & Planning and Insurance Services & Brokers company. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249
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Debt Collectors International is an answering service. In Maitland, Florida, the team provides Call Center Services and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Accounting company Opulence Accounting and Bookkeeping LLC was launched in 2018. The team provides Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49
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Algebraa Business Solutions Private Limited is an Accounting company. The Nagercoil, India-based company provides Accounting and Business Consulting.
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$250,000+$300+ / hr2 - 9Forest Hill, MD
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Accounting company Chesapeake Financial Planners is based in Forest Hill, Maryland. Their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9
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Established in 2017, legalxcode, a small Accounting company, is headquartered in New Delhi, India. Their team specializes in Accounting and Corporate Law.
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UndisclosedUndisclosed50 - 249Quezon City, Philippines
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CF Outsourcing Solutions is a call center. They were founded in 2022 and specialize in Call Center Services and Accounting.
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$1,000+$50 - $99 / hr2 - 9
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Founded in 2024, Swell Crest Accounting Solutions is an Accounting company. Their services include Accounting and Financial Consulting.
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$1,000+$150 - $199 / hr2 - 9Noblesville, IN
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Solvent Services, Inc. Is a Business Consulting company. They were established in 2014 and focus on Business Consulting and IT strategy consulting.
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$1,000+$100 - $149 / hr10 - 49
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LEGALMAN, a Business Consulting company, is headquartered in Jaipur, India and Chomu, India. The team specializes in Business Consulting and Accounting.
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$1,000+$100 - $149 / hr2 - 9
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Lisdorf International Consulting, LLC is a small Chula Vista, California-based Accounting and Fractional CFO Services company. The team specializes in Accounting and Fractional CFO Services.
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UndisclosedUndisclosed50 - 249
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Contracting Providers, a Back Office Outsourcing company, provide Back Office Outsourcing and Marketing Strategy. They were established in 2018.
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Undisclosed$25 - $49 / hr50 - 249
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Accio Finance is an Accounting company. Headquartered in Lucknow, India, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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FinFlex Taxes is an Accounting company launched in 2024. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed250 - 999
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Finance & Accounting Outsourcing (FAO) company VirtualTech Outsourcing Services Private Limited specializes in Finance & Accounting Outsourcing (FAO) and Accounting. They are in Bhilai, India.
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$5,000+$200 - $300 / hr2 - 9Sugar Land, TX
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Founded in 2015, Rainbolt & Co., a small Accounting company, is located in Sugar Land, Texas. Their team provides Accounting and Tax Law.
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Undisclosed< $25 / hr50 - 249
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Konnect Books and Taxes is a midsize Back Office Outsourcing company based in Pune, India. The team provides Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$5,000+Undisclosed50 - 249
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Virtual Clone is an Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and are based in Bhilai, India.
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$1,000+< $25 / hr50 - 249Tampa, FL
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PercentChase Recruiters, a midsize Back Office Outsourcing company, is in Tampa, Florida. The team specializes in Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed50 - 249Boulder, CO
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CareSolution MBS, a Business Consulting company, is located in Boulder, Colorado. Their services include Business Consulting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Headquartered in Atlanta, Georgia, Stark PLLC is a Financial Advising & Planning company. Founded in 2020, the team offers Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249
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Paramount Zone LLC is a Business Consulting company. The Dubai, United Arab Emirates-based company was launched in 2023. Their team specializes in Business Consulting and Accounting.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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NEXORA Business Consultancy, a Business Consulting company, is in Dubai, United Arab Emirates. They specialize in Business Consulting and Accounting and were founded in 2018.
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Undisclosed$100 - $149 / hr2 - 9Dubai, United Arab Emirates
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123BusinessPlan, a Financial Advising & Planning company, was established in 2013. The company provides Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Advocate Tax Solutions is a small Accounting and Tax Law company founded in 2015. Their team provides Accounting and Tax Law.
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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
37.1/40.017.6/20 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.