Top Financial Services Firms
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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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UndisclosedUndisclosed2 - 9Ahmedabad, India
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Based in San Francisco, California and Ahmedabad, India, BusAcTa Advisors is a Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and
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$5,000+$50 - $99 / hr2 - 9Austin, TX
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GSD Crew Ltd is a small Finance & Accounting Outsourcing (FAO) company. They focus on Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2023.
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$5,000+$100 - $149 / hr50 - 249Oslo, Norway
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Financial Advising & Planning and Financial Consulting company Stocknet Aston Securities Aldenburg was founded in 2002. The midsize team offers Financial Advising & Planning and Financial
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$75,000+$150 - $199 / hr1,000 - 9,999
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Capitalize Group Limited , an Accounting and Financial Advising & Planning company, was established in 1967. The large team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Nala Sopara, India
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SaroDeep Associates Pvt Ltd, an Accounting and Tax Law company, provide Accounting and Tax Law. They were established in 2018.
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Undisclosed$25 - $49 / hrFreelancer
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Solomon Enterprise is an Accounting company. The team offers Accounting, and the firm is headquartered in Sacramento, California.
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$250,000+$300+ / hr2 - 9
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Cap Corporate Finance is a Business Consulting company. The team provides Business Consulting and Financial Advising & Planning and is headquartered in Dublin 2, Ireland.
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UndisclosedUndisclosedFreelancerSouth Benfleet, England
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Swan Books Finance is a South Benfleet, England-based Accounting company. They focus on Accounting and were founded in 2021.
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Undisclosed< $25 / hr50 - 249Ahmedabad, India
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Collab Accounting is a Back Office Outsourcing company. Their team is in Ahmedabad, India. The company offers Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed2 - 9Weatherford, TX
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Lux Financial Solutions LLC is an Accounting company. The Weatherford, Texas-based team provides Accounting.
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$1,000+$150 - $199 / hr250 - 999Fort Lauderdale, FL
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BPB Managed Cyber Solutions is an IT strategy consulting company founded in 1980. Their services include IT strategy consulting and Cybersecurity.
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$1,000+< $25 / hr50 - 249Kitchener, Canada
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Back Office Outsourcing company ActRatio was established in 2018. The team provides Back Office Outsourcing and Accounting and is located in Kitchener, Canada.
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Undisclosed$25 - $49 / hr2 - 9
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Hithav Partners is a small Market Research company headquartered in Katy, Texas. The team provides Market Research and cloud consulting & SI.
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$1,000+< $25 / hr2 - 9
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Blue diamond consultancy and it solutions, a Business Consulting company, was launched in 2015. The small team specializes in Business Consulting and Back Office Outsourcing.
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$1,000+< $25 / hr2 - 9Multan, Pakistan
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Digital Strategy company Arshman Creatives was founded in 2021. The company provides Digital Strategy and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Marina Lux Real Estate.com is a small Financial Advising & Planning company founded in 2023. Their services include Financial Advising & Planning and Commercial Property Management.
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$1,000+Undisclosed2 - 9Lantzville, Canada
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Kevin Rattray CPA Inc. Is an Accounting company founded in 2021. Their services include Accounting.
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$1,000+$50 - $99 / hr2 - 9East Gwillimbury, Canada
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Scan Financial, an Accounting company, specializes in Accounting and Immigration Law. The company is located in East Gwillimbury, Canada.
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UndisclosedUndisclosed2 - 9Athina, Greece
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Founded in 2023, SkinnERA boutique development is a small Accounting and Funding & Investment company. Their services include Accounting and Funding & Investment.
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UndisclosedUndisclosed2 - 9
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Nomad Tax Gate, an Accounting company, was established in 2023. Located in London, England and New York, New York, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49
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ACSAS is a Business Valuation Services company. The Singapore, Singapore-based team focuses on Business Valuation Services and Business Consulting.
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Undisclosed< $25 / hr2 - 9Delhi, India
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Bhatt Consultancy Services is a Delhi, India-based Accounting company. They offer Accounting and Tax Law.
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Undisclosed< $25 / hr10 - 49Dubai, United Arab Emirates
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Stable is an Accounting company. Founded in 2023, their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$150 - $199 / hrFreelancerAugsburg, Germany
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Founded in 2022, Julian Thalmeir Steuerberater is a Financial Advising & Planning company. Based in Augsburg, Germany, the team provides Financial Advising & Planning and Tax Law.
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$1,000+$25 - $49 / hr2 - 9Jaipur, India
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BANSAL AV & ASSOCIATES is an Accounting company. Located in Jaipur, India and Jaipur, India, the agency was founded in 2011. Their services include Accounting and Business Valuation Services.
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$5,000+$25 - $49 / hr10 - 49Guelph, Canada
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Financial Advising & Planning and Financial Consulting company Elune Financial focuses on Financial Advising & Planning and Financial Consulting. They are based in Guelph, Canada.
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$1,000+$200 - $300 / hr2 - 9Caroline Springs, Australia
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Accounting company TAX INN focuses on Accounting and Business Consulting. They were launched in 2013.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Amb jain & co. Is a Business Consulting company. Located in Mumbai, India, their team focuses on Business Consulting and Fractional CFO Services.
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Undisclosed< $25 / hr2 - 9Indore, India
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C K & Company is an Indore, India-based Accounting and Financial Advising & Planning company. The team specializes in Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr50 - 249
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Staffing company WIBPO is based in Dhaka, Bangladesh and Dhaka, Bangladesh. The team focuses on Staffing and Market Research.
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$5,000+$25 - $49 / hr50 - 249
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KAJ Consultancy is a Back Office Outsourcing company in Norcross, Georgia. The team specializes in Back Office Outsourcing and Accounting.
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$1,000+$25 - $49 / hr10 - 49
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Accounting company FB Consultants focuses on Accounting and Financial Advising & Planning. They are based in Lahore, Pakistan and Lahore, Pakistan.
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UndisclosedUndisclosed2 - 9
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VERDAD ACCOUNTS CONSULTANCIES is a small Accounting and Financial Advising & Planning company. Established in 2023, the team provides Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49
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Imperial Wisdom (Pvt) Ltd. Is a Colomo, Sri Lanka-based answering service company. The team specializes in Call Center Services and Back Office Outsourcing.
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$1,000+< $25 / hr2 - 9
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NIX Advisory is a Financial Advising & Planning company. They focus on Financial Advising & Planning and Business Valuation Services and were established in 2023.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Suraa Al bark is a Commercial Financing and Accounting company in Dubai, United Arab Emirates and Dubai, United Arab Emirates. Launched in 2022, the team provides Commercial Financing and
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$10,000+$150 - $199 / hr2 - 9
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HSHS Business Consulting is a Market Research company. The firm is in. Their services include Market Research and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49دبي, United Arab Emirates
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Established in 2013, Gulf Bridge is a small Accounting company headquartered in دبي, United Arab Emirates. Their team specializes in Accounting and HR Consulting.
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$10,000+$150 - $199 / hr10 - 49New Delhi, India
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AT LARGE CONSULTANTS is a Business Consulting company. They are located in New Delhi, India and Greater Noida, India, and their services include Business Consulting and IT strategy consulting.
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Undisclosed< $25 / hr2 - 9London, England
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Sharp Accountax, an Accounting company, was established in 2022. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed10 - 49Delhi, India
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Dinesh Aarjav and Associates Chartered Accountants is a Cybersecurity company headquartered in Delhi, India and New Delhi, India. Their services include Cybersecurity and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Headquartered in Kolkata, India, MRMB Associates Chartered Accountant is an Accounting company. Launched in 2012, the team specializes in Accounting.
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$1,000+< $25 / hr2 - 9
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RVeely is an Insurance Services & Brokers company established in 2023. The team provides Insurance Services & Brokers and is located in Austin, Texas.
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$5,000+$150 - $199 / hr10 - 49Shanghai, China
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Located in Shanghai, China, Top FDI is a Business Consulting and Accounting company. They provide Business Consulting and Accounting.
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$1,000+$25 - $49 / hr10 - 49
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Established in 2021, theallianceiq is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$50 - $99 / hr2 - 9San Jose, CA
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Accurite Data Solutions is a San Jose, California-based social media marketing company. They offer Social Media Marketing and Content Marketing and were established in 2021.
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$50,000+$25 - $49 / hr10 - 49
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Financial Advising & Planning and Financial Consulting company MYRO BUSINESS SOLUTIONS LLC is located in. They specialize in Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49
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Celikel CPA & Accounting Firm is a İstanbul, Türkiye-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Wakanda West LTD is an Accounting company. Launched in 2022, the team specializes in Accounting and Financial Advising & Planning. The agency is based in London, England.
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$5,000+$100 - $149 / hr2 - 9
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Bookounting is an Accounting company established in 2012. Their team offers Accounting and Financial Advising & Planning.
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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.