Top Financial Services Firms
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Featured
What are Featured Providers?
$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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UndisclosedUndisclosed2 - 9United Kingdom, Scotland
Services provided
A3L Virtual Assistants Ltd. Is an Accounting company. They were launched in 2020, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9
Services provided
Tax Return Services Limited, an Accounting company, was established in 2019. They provides Accounting.
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Undisclosed$25 - $49 / hr2 - 9Mumbai, India
Services provided
Accounting company Signatax Solutions was established in 2020. The small team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$200 - $300 / hr10 - 49New York, NY
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Auriga Advisers is a New York, New York-based Accounting company. Established in 2010, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$25 - $49 / hr2 - 9Providencia, Chile
Services provided
Soft-Tech Chile is an Accounting company in Providencia, Chile. Their services include Accounting and Mobile App Development.
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UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
Founded in 2020, Online HR BD is a small Dhaka, Bangladesh-based ERP consulting and SI company. Their services include ERP consulting and SI and Accounting.
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$1,000+$50 - $99 / hr2 - 9Chatham-Kent, Canada
Services provided
Skybound Inc. Is a small Accounting company launched in 2014. Their team specializes in Accounting.
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$1,000+< $25 / hr10 - 49Pasay, Philippines
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ESixty Corporation is an Accounting company. They focus on Accounting and Advertising and were founded in 2018. The firm is headquartered in Pasay, Philippines.
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UndisclosedUndisclosed50 - 249Nairobi, Kenya
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Other Marketing company Acorns Investment is in Nairobi, Kenya. Their services include Other Marketing and Custom Software Development.
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$1,000+$25 - $49 / hr10 - 49Düsseldorf, Germany
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Accounting company AGhsc is located in Düsseldorf, Germany. Launched in 2008, the team provides Accounting and Branding.
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$1,000+< $25 / hr2 - 9
Services provided
Mobile application development firm NextGen Digital Services is located in Chennai, India. They focus on Mobile App Development and Application Testing and were launched in 2019.
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$1,000+Undisclosed2 - 9Kendall, FL
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Irazu Advisors, an Accounting company, is based in Kendall, Florida. They offer Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr10 - 49Bengaluru, India
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Sangeetha and Ramya, Chartered Accountants is a Bengaluru, India-based Accounting company. They offer Accounting and were established in 2014.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Krigstin & Xu LLP is an Accounting company. Their small team is located in Toronto, Canada. Their services include Accounting.
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$1,000+$50 - $99 / hr2 - 9Chișinău, Moldova
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Accounting company Zelda was founded in 2016. Headquartered in Chișinău, Moldova and Brașov, Romania, the team offers Accounting and HR Consulting.
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$5,000+< $25 / hr10 - 49Ludhiana, India
Services provided
SAPPHIRE INFO SOLUTIONS (P) LTD. Is a small Accounting company. They specialize in Accounting and Back Office Outsourcing and were founded in 2004.
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UndisclosedUndisclosed2 - 9Columbia, SC
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Accounting company Marshall & Associates was founded in 1997. The firm focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed2 - 9Cardiff, Wales
Services provided
One Accountant, an Accounting and Customs brokerage company, was founded in 2018. The firm specializes in Accounting and Customs brokerage, and is small.
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$1,000+< $25 / hr2 - 9Dublin, Ireland
Services provided
Established in 2000, Shamrock Assist is an Accounting company. Headquartered in Dublin, Ireland, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$25 - $49 / hr10 - 49Ambala Cantt, India
Services provided
MY TRUE BOOKS PRIVATE LIMITED is a Finance & Accounting Outsourcing (FAO) company. The Ambala Cantt, India-based team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$25,000+$300+ / hr2 - 9Baghdad, Iraq
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GICTD- Global Intelligence is a Market Research company in Baghdad, Iraq. Founded in 2017, the team specializes in Market Research and Accounting.
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$1,000+$25 - $49 / hr2 - 9Pune, India
Services provided
Launched in 2018, Arthad Consultants Pvt Ltd is an Accounting and Finance & Accounting Outsourcing (FAO) company. The small team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$200 - $300 / hr2 - 9Alexandria, VA
Services provided
Richard C Adamy CPA PC is a small Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 2013.
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$1,000+$25 - $49 / hr10 - 49NEW DELHI, India
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Bneev Consulting LLP is an Accounting company. They were founded in 2016 and offer Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9Calgary, Canada
Services provided
JJW Bookkeeping is a Calgary, Canada-based Accounting company. Established in 2011, the team provides Accounting.
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$5,000+$100 - $149 / hr10 - 49Raleigh, NC
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Launched in 2010, PSR CPA PLLC is a small Accounting company located in Raleigh, North Carolina. Their team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Makati, Philippines
Services provided
Kadaklan is an Accounting company established in 2017. The agency offers Accounting and Corporate Law, and is small.
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Undisclosed< $25 / hr2 - 9
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Lipinski & Mazur ltd is a Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and are headquartered in Bydgoszcz, Poland.
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$5,000+$25 - $49 / hr10 - 49Kozhikode, India
Services provided
Networth Software Solutions LLP, an Accounting company, is headquartered in Kozhikode, India. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Lviv, Ukraine
Services provided
Pride Capital is a small Lviv, Ukraine-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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$1,000+< $25 / hr10 - 49Surat, India
Services provided
365KPO is an Accounting company. The small Surat, India-based team offers Accounting and Financial Advising & Planning. The agency was launched in 2016.
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$1,000+< $25 / hr10 - 49Gurugram, India
Services provided
Small Accounting company Whatif Global Advisors, is headquartered in Gurugram, India and New York, New York. The team provides Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9Gliwice, Poland
Services provided
Small Business Consulting company QUANTUS CONSULTING, is in Gliwice, Poland. Their services include Business Consulting and Market Research.
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UndisclosedUndisclosed2 - 9Spokane, WA
Services provided
Pierson CPA PLLC is an Accounting company. Launched in 2002, the team provides Accounting.
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$1,000+$50 - $99 / hr10 - 49Oujda, Morocco
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Swipinv is an Oujda, Morocco-based Commercial Financing company. Their services include Commercial Financing and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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R2 accounting LLP is a Finance & Accounting Outsourcing (FAO) and Accounting company launched in 2020. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Singapore
Services provided
NEST Management Consultancy is an Accounting company. The team is based in Singapore, and their services include Accounting and Business Consulting.
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$1,000+Undisclosed10 - 49Arusha, Tanzania
Services provided
Timeless Business Solution is an Accounting company located in Arusha, Tanzania. They focus on Accounting and Business Consulting and were founded in 2016.
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$5,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Business Consulting company Ammak Group Project Management Services was founded in 2021. Based in Dubai, United Arab Emirates, the team provides Business Consulting and Commercial Financing.
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$5,000+$50 - $99 / hr10 - 49Islamabad, Pakistan
Services provided
Dynamics Inspire Pvt Ltd is a small Islamabad, Pakistan-based ERP consulting and SI company. Their services include ERP consulting and SI and Accounting.
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$10,000+$100 - $149 / hr10 - 49Gurugram, India
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SysMates Technologies is an Accounting and HR Consulting company founded in 2015. Their team offers Accounting and HR Consulting.
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$1,000+$25 - $49 / hr2 - 9Toronto, Canada
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Vaquita Consulting is a Business Consulting company. The Toronto, Canada-based team focuses on Business Consulting and Commercial Financing.
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Undisclosed< $25 / hrFreelancerKarachi, Pakistan
Services provided
Muhammad Shoaib, a Finance & Accounting Outsourcing (FAO) company, is located in Karachi, Pakistan. They provide Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosedFreelancerMinneapolis, MN
Services provided
Small Finance & Accounting Outsourcing (FAO) and Accounting company Sota Bookkeeping, is located in Minneapolis, Minnesota. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$100 - $149 / hr10 - 49Danvers, MA
Services provided
KPM Outsourced Accounting Solutions is a Danvers, Massachusetts-based Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr2 - 9دبي, United Arab Emirates
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Business Consulting company Al-Falah Accounting & Bookkeeping was founded in 2018. The small team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49Kolkata, India
Services provided
Caps Professional Services, an Accounting and Financial Advising & Planning company, is headquartered in Kolkata, India and Sahebpur, India. They offer Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9Hutto, TX
Services provided
The QA Desk is a small Finance & Accounting Outsourcing (FAO) and Accounting company. Founded in 2018, the team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Riverdale, GA
Services provided
SR Management Group Inc is an Accounting company. The Riverdale, Georgia-based agency offers Accounting.
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$10,000+$50 - $99 / hr10 - 49L'viv, Ukraine
Services provided
UKSMEEL is a L'viv, Ukraine-based Finance & Accounting Outsourcing (FAO) company. Established in 2020, the team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
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.