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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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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$1,000+$50 - $99 / hr2 - 9Pharr, TX
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Launched in 2008, MD ADVISORY LLC is a small Back Office Outsourcing company. Their team specializes in Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$10,000+$100 - $149 / hr10 - 49Ciudad de México, Mexico
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Hand Global Creative is a branding firm. The Ciudad de México, Mexico-based agency was launched in 2014. Their team provides Branding and Digital Strategy.
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$1,000+$25 - $49 / hr10 - 49
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Maatya is a small social media marketing company headquartered in Delhi, India. The team focuses on Social Media Marketing and UX/UI Design.
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UndisclosedUndisclosed50 - 249Richmond, KY
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Back Office Outsourcing company USMedBill was founded in 2023. The team provides Back Office Outsourcing and Sales Outsourcing and is in Richmond, Kentucky.
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$1,000+$25 - $49 / hr2 - 9San Antonio, TX
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Financial Advising & Planning and Insurance Services & Brokers company AnnuityVerse was established in 2021. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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$10,000+Undisclosed2 - 9
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Founded in 2020, FAAS - Hands on FP&A is a small Business Consulting company. Their team offers Business Consulting and Financial Advising & Planning.
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Undisclosed$25 - $49 / hr2 - 9
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Elite Click Corporate Service, an IT strategy consulting company, is in Dubai, United Arab Emirates. They specialize in IT strategy consulting and Custom Software Development and were founded in
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$1,000+< $25 / hr50 - 249
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Midsize Accounting and answering service Vision Sync Solutions, is in Newark, Delaware and Bengaluru, India. Their services include Accounting and Call Center Services.
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$1,000+< $25 / hr2 - 9Dubai, United Arab Emirates
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Accounting and Immigration Law company LEGALLANDS LLP focuses on Accounting and Immigration Law. They are located in Dubai, United Arab Emirates.
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$1,000+$25 - $49 / hr10 - 49Milton, Australia
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Priority1 Group, a social media marketing agency, is headquartered in Milton, Australia and Southbank, Australia. Their services include Social Media Marketing and Search Engine Optimization.
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$5,000+< $25 / hr250 - 999
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Founded in 2018, iRapidO Global is a midsize IT managed services company headquartered in Faridabad, India. Their team focuses on IT managed services and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr10 - 49
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MPC Financial Corporation, a web design company, was launched in 2005. The agency focuses on Web Design and IT strategy consulting.
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$1,000+$100 - $149 / hr10 - 49
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Founded in 2020, Fortress Accouting is a Business Consulting company. The team specializes in Business Consulting and Finance & Accounting Outsourcing (FAO) and is located in Delray Beach, Florida.
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UndisclosedUndisclosed10 - 49Hyderabad, India
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Headquartered in Hyderabad, India, Venkat Tech Global Solution Pvt Ltd is an IT strategy consulting company. The team specializes in IT strategy consulting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vancouver, WA
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Launched in 1995, Helium Day Tax & CPAs is a Business Consulting company. The small team focuses on Business Consulting and Accounting.
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$1,000+$50 - $99 / hr50 - 249
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Spera Management Pte. Ltd., an Accounting company, was founded in 2016. They offers Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr250 - 999
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Rally Point Title Agency is a Commercial Brokerage Services company. Launched in 2022, the team focuses on Commercial Brokerage Services and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9
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GSA Accounting & Bookkeeping | Brampton Accounting Firm is an Accounting company. In Brampton, Canada, their team specializes in Accounting.
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$1,000+< $25 / hr50 - 249Sarasota, FL
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Social media marketing firm Clear Nexus specializes in Social Media Marketing and Search Engine Optimization. They are located in Sarasota, Florida.
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$250,000+$300+ / hr2 - 9
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Dawning Wealth is a small Financial Advising & Planning company established in 2013. Their services include Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Richmond, TX
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Founded in 2019, Akuchie Accounting is an Accounting company. The small team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Jakarta Selatan, Indonesia
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WeSrve is a social media marketing agency founded in 2024. Their team specializes in Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Ballarat Central, Australia
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Progress Accounting is a Business Consulting company. They are headquartered in Ballarat Central, Australia and have small team. They provide Business Consulting and Accounting.
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$1,000+$25 - $49 / hr50 - 249Lahore, Pakistan
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Discover Software is a midsize custom software development company launched in 2019. Their team specializes in Custom Software Development and Mobile App Development.
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UndisclosedUndisclosed10 - 49
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Dollars And Sense Firm, an Accounting company, is in Millstone, New Jersey. Founded in 2024, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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VK Group LLC is a Financial Advising & Planning company. The team provides Financial Advising & Planning, and the firm is based in Midlothian, Texas.
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Undisclosed$25 - $49 / hr50 - 249
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TRAK & ASSOCIATES is an Accounting company. The Hyderabad, India-based team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Cerity Global is a Business Consulting company. They were founded in 2025, and their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249
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Vtaxo is an Accounting company based in Al Quoz - Dubai , United Arab Emirates. The team offers Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9
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Founded in 2020, Antoine Rushing Accounting PLLC is a small Accounting company. Their team specializes in Accounting.
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$1,000+$25 - $49 / hr2 - 9
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Aurora Strategic is a Business Consulting company established in 2005. Their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Everett, WA
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The Tax and Accounting Group is an Accounting company. The team is headquartered in Everett, Washington, and their services include Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr10 - 49
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Financial Advising & Planning company BSG Advisory is based in Split, Croatia. The team focuses on Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed10 - 49
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Launched in 2010, Richmond Financial, a small Financial Advising & Planning company, is based in Cuffley, England. Their team specializes in Financial Advising & Planning.
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$1,000+Undisclosed10 - 49
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Rede Overseas Consultant is a chandigarh, India-based Other Design company. Launched in 2010, the team offers Other Design and Accounting.
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$1,000+$25 - $49 / hr10 - 49
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Verderosa CPA, P.C is a Finance & Accounting Outsourcing (FAO) and Accounting company launched in 2020. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr2 - 9
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SMB CPA Group, PC is an Accounting company headquartered in Glendale, California. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Stratford-upon-Avon, England
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TAG My Finance Team Limited, a Business Consulting company, was established in 2001. The team offers Business Consulting and Accounting.
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$75,000+Undisclosed2 - 9
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RENEW Real Estate is a small Commercial Property Management company. They offer Commercial Property Management and Commercial Development and were launched in 2017.
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$1,000+$100 - $149 / hr2 - 9
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Ztoa consulting is a small web design company in Melbourne, Australia. Their services include Web Design and Accounting.
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$1,000+< $25 / hrFreelancer
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Market Research company Har Aik Global Associates was established in 2012. The agency provides Market Research and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Dover, DE
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Oliham Consulting is a Back Office Outsourcing company. The team is headquartered in Dover, Delaware, and their services include Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed10 - 49دبي, United Arab Emirates
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Business Setup Dubai is a Business Consulting company founded in 2020. The firm provides Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed50 - 249Karachi, Pakistan
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Founded in 2021, Prima Consulting is a midsize Karachi, Pakistan-based IT strategy consulting company. Their services include IT strategy consulting and IT managed services.
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$5,000+$150 - $199 / hr10 - 49Istanbul, Türkiye
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Vergi Merkezi | Mali Musavirlik is an Accounting company launched in 2010. Headquartered in Istanbul, Türkiye, the team provides Accounting and Financial Consulting.
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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.