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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$5,000+$25 - $49 / hr10 - 49Surat, India
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Business Consulting company Enwisen Global Advisors was established in 2017. The small team focuses on Business Consulting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Mumbai, India
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Growthdriverz, a Finance & Accounting Outsourcing (FAO) company, is in Mumbai, India. They focus on Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Phoenix Tax Guy is an Accounting and Tax Law company. Their small team is located in Phoenix, Arizona. Their team provides Accounting and Tax Law.
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$1,000+$50 - $99 / hr2 - 9Toronto, Canada
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Potier Management Inc is an Accounting company. Headquartered in Toronto, Canada, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Accounting company LB Accounting is based in Ottawa, Canada. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Hialeah, FL
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MCM ACCOUNTING & TAX SERVICES is a Business Consulting company. They are in Hialeah, Florida and have small team. Their team provides Business Consulting and Tax Law.
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$1,000+< $25 / hr10 - 49Mumbai, India
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Nirvan Capital Advisors is a Commercial Financing and Financial Advising & Planning company founded in 2017. The company focuses on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Rising Tide Accounting, an Accounting company, is based in Anchorage, Alaska and Sparks, Nevada. They offer Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosedFreelancerFair Lawn, NJ
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Benjamin Regev CPA, a small Accounting company, is located in Fair Lawn, New Jersey. Their services include Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9Dubai, United Arab Emirates
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SetupHero is a Business Consulting company founded in 2020. The team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Baltimore, MD
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Launched in 2018, Rhythmic Financial LLC is a Business Consulting company. Their services include Business Consulting and Accounting.
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$1,000+< $25 / hr10 - 49Rugby, England
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Accounts Bytes - Accounting Outsourcing is an Accounting company. They are located in Rugby, England and have small team of experts. Their services include Accounting and Back Office Outsourcing.
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$50,000+$50 - $99 / hr2 - 9Whitby, Canada
Services provided
ValueHire Corporation is a big data analytics company. They were launched in 2021, and their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosedFreelancer
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Accounting company Unified Accounting offers Accounting and Business Consulting. They are headquartered in Port Macquarie, Australia.
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$1,000+$25 - $49 / hr2 - 9Irbid, Jordan
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ABAN Commercial Brokers is a Business Consulting company headquartered in Irbid, Jordan. They focus on Business Consulting and Market Research.
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UndisclosedUndisclosed10 - 49Dearborn, MI
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JOHN HOPPER, a small Business Consulting company, is in Dearborn, Michigan. The team provides Business Consulting and Advertising.
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Undisclosed$50 - $99 / hr2 - 9
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Flying Numbers is an Accounting company. Their team is in Roseville, California and offers Accounting.
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$75,000+Undisclosed10 - 49Kirkland, WA
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Zemax Capital Funding LLC is a Kirkland, Washington-based Financial Advising & Planning company. Established in 1999, the team offers Financial Advising & Planning and Business Consulting.
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$1,000+$50 - $99 / hr2 - 9Dubai, United Arab Emirates
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The One Accountant Services is a small Business Consulting company based in Dubai, United Arab Emirates. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr2 - 9Dublin, Ireland
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Located in Dublin, Ireland and Galway, Ireland, Everyday Accountancy Services is a small Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9دبي, United Arab Emirates
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NOKAAF Auditors is an Accounting company. The دبي, United Arab Emirates-based agency was established in 2022. Their team provides Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr10 - 49Ghaziabad, India
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JAKK AND CO, an Accounting company, is based in Ghaziabad, India. They focus on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Harrisburg, NC
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Equity Taxation is an Accounting company. The firm is in Harrisburg, North Carolina. Their services include Accounting and Financial Advising & Planning.
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$1,000+Undisclosed2 - 9Madison, WI
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Celerity Accounting, a Finance & Accounting Outsourcing (FAO) and Accounting company, is located in Madison, Wisconsin. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed< $25 / hr2 - 9Asansol, India
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Small Accounting company Cruxera Consulting, is located in Asansol, India. Their services include Accounting and Business Consulting.
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$1,000+Undisclosed10 - 49Bengaluru, India
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Scaalex is a Financial Advising & Planning company. They are in Bengaluru, India and have small team. They specialize in Financial Advising & Planning and Financial Consulting.
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Undisclosed< $25 / hr2 - 9
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Accounting company DISTILL ACCOUNTING INC was established in 2021. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Liverpool, England
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Aahil & Co Accountants is an Accounting company. Their small team is headquartered in Liverpool, England. Their services include Accounting.
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$1,000+$50 - $99 / hr2 - 9Charlotte, NC
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ServiTax Bookkeeping, LLC, an Accounting company, is located in Charlotte, North Carolina. They focus on Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Banja Luka, Bosnia and Herzegovina
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TARA is an Accounting company. They were launched in 1992 and provide Accounting and Financial Consulting.
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$1,000+$200 - $300 / hr2 - 9
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The Virtual Accountant is an Accounting company located in. They provide Accounting and Financial Consulting and were launched in 2020.
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$1,000+$100 - $149 / hr2 - 9Delray Beach, FL
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Data Reprise is an Accounting company. Headquartered in Delray Beach, Florida, the company was established in 2018. Their team specializes in Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Paris, France
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GAAPWise Accounting & Advisory Services is an Accounting company founded in 2019. The company provides Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosed2 - 9Port Coquitlam, Canada
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Avrio Accounting Solutions Inc. Is an Accounting company. The small Port Coquitlam, Canada-based team provides Accounting and Financial Advising & Planning. The firm was established in 2017.
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UndisclosedUndisclosed10 - 49Hounslow, England
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Accounting company Dawer and Co was established in 2011. In Hounslow, England, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Accounting company Global Accounts & Tax Consultants Dubai, UAE is headquartered in Dubai, United Arab Emirates. Established in 2021, the team specializes in Accounting.
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Undisclosed< $25 / hr10 - 49Stoke-on-Trent, England
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Asper LLC, an Accounting company, was established in 2018. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$250,000+Undisclosed50 - 249Kempton Park, South Africa
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INVEXPEDIA PTY LTD is a midsize Kempton Park, South Africa-based Business Consulting company. Their services include Business Consulting and Financial Advising & Planning.
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Undisclosed$200 - $300 / hr2 - 9
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Ilios Selene , a Business Consulting company, is located in Dover, Delaware and New York, New York. The team offers Business Consulting and IT managed services.
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UndisclosedUndisclosed10 - 49
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Novacom d.o.o. Is an Accounting company. They offer Accounting and are located in Podi, Montenegro.
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$10,000+$300+ / hr2 - 9La Vergne, TN
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HealthCare Right, LLC., a Business Consulting and Insurance Services & Brokers company, was launched in 2014. The small team provides Business Consulting and Insurance Services & Brokers.
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$1,000+$25 - $49 / hr2 - 9Regensdorf, Switzerland
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Check All AG is an Insurance Services & Brokers company. They offer Insurance Services & Brokers and are in Regensdorf, Switzerland.
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Undisclosed$100 - $149 / hrFreelancerMiami Beach, FL
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Blue Chain Ventures is a Logistics & Supply Chain Consulting company. The Miami Beach, Florida-based company offers Logistics & Supply Chain Consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Royal Tunbridge Wells, England
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Founded in 2022, Go EO Ltd, a small Accounting company, is based in Royal Tunbridge Wells, England. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9New Delhi, India
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Cloud Accounting Inc is an Accounting company. Founded in 2016, the firm provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Abu Dhabi, United Arab Emirates
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Founded in 2017, Trust Accounts Management is a small Accounting company. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Small Finance & Accounting Outsourcing (FAO) company Daftary & Company, is based in Bengaluru, India. Their services include Finance & Accounting Outsourcing (FAO) and Finance Law.
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UndisclosedUndisclosedFreelancerMorecambe, England
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Established in 2022, Baldwin's Accountancy Services is an Accounting company. Their services include Accounting.
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$1,000+$50 - $99 / hr2 - 9Lewes, DE
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Delmarva CFO LLC is an IT managed services company. Launched in 2021, the company offers IT managed services and Accounting.
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Undisclosed$50 - $99 / hr2 - 9Crawley, England
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Headquartered in Crawley, England, Gatwick Accountant is an Accounting company. They focus on Accounting and Tax Law and were founded in 2014.
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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.