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List of the Top Investment Management Firms
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$5,000+< $25 / hr2 - 9
Services provided
20% Funding & Investment20% Business Consulting20% Financial Advising & Planning +2 services20% Marketing Strategy20% Other MarketingBiz Advisory Board is a Marketing Strategy company. They provide Marketing Strategy and Other Marketing and were founded in 2015.
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$1,000+< $25 / hr2 - 9
Services provided
20% Funding & Investment20% Commercial Financing20% Financial Advising & Planning +2 services20% Financial Consulting20% Insurance Services & BrokersLuis Carmona Insurance Agency, a Commercial Financing company, is in Manassas, Virginia. Established in 2020, the team provides Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
Services provided
20% Funding & Investment20% Accounting20% Financial Consulting +2 services20% Real Estate Law20% Tax LawTroncone CPA is a small Accounting company. They offer Accounting and Tax Law and were founded in 1999.
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$5,000+$300+ / hr2 - 9
Services provided
20% Funding & Investment45% Financial Advising & Planning35% Financial ConsultingLucid Investments Family Office, a Financial Advising & Planning company, was established in 2017. The small team provides Financial Advising & Planning and Financial Consulting.
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$250,000+$300+ / hr2 - 9Phoenix, AZ
Services provided
15% Funding & Investment25% Commercial Financing20% Commercial Development +3 services20% Commercial Property Management10% Commercial Brokerage Services10% Financial ConsultingITrade Investments LLC, a Commercial Financing company, is based in Phoenix, Arizona. They provide Commercial Financing and Commercial Property Management and were launched in 2019.
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$1,000+$50 - $99 / hr10 - 49
Services provided
20% Funding & Investment40% Content Writing Services15% Business Consulting +2 services15% Commercial Financing10% Financial ConsultingStellar Business Plans, a Content Writing Services company, was launched in 2019. The team provides Content Writing Services and Funding & Investment and is in Sheridan, Wyoming and Sheridan,
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$5,000+$150 - $199 / hr10 - 49St. Peters, MO
Services provided
20% Funding & Investment60% Accounting20% Business ConsultingHottenrott & Associates, LLC is an Accounting company. They were founded in 2010, and their services include Accounting and Business Consulting.
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$1,000+Undisclosed10 - 49Phoenix, AZ
Services provided
20% Funding & Investment40% Accounting20% Custom Software Development +1 service20% IT Managed ServicesIn Phoenix, Arizona, Speaks Financial Group is an Accounting company. The team specializes in Accounting and IT managed services.
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UndisclosedUndisclosed10 - 49Battle Creek, MI
Services provided
20% Funding & Investment55% Insurance Services & Brokers25% Insurance LawInsurance Services & Brokers company Smith Insurance Solutions offers Insurance Services & Brokers and Insurance Law. They are located in Battle Creek, Michigan and Battle Creek, Michigan.
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$25,000+$300+ / hr10 - 49West Hollywood, CA
Services provided
20% Funding & Investment20% Business Consulting20% Commercial Financing +2 services20% Corporate Law20% Marketing StrategyMarketing Strategy company Venture Plans LLC was launched in 2016. The small team specializes in Marketing Strategy and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49İstanbul, Türkiye
Services provided
20% Funding & Investment20% Business Consulting20% Commercial Brokerage Services +2 services20% Commercial Development20% Financial Advising & PlanningKBC Grup, a Business Consulting company, was founded in 2004. The firm specializes in Business Consulting and Commercial Brokerage Services, and is small.
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$5,000+< $25 / hr10 - 49Ottawa, Canada
Services provided
20% Funding & Investment20% Business Consulting20% Finance Law +2 services20% Financial Advising & Planning20% Financial ConsultingGreat Canadian Debt Relief Inc is a Business Consulting company. They were founded in 2022 and specialize in Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Berlin, Germany
Services provided
20% Funding & Investment20% Accounting20% Commercial Financing +2 services20% Financial Advising & Planning20% Financial ConsultingCommercial Financing company em2-consulting was established in 2020. Based in Berlin, Germany, the team offers Commercial Financing and Accounting.
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$5,000+$50 - $99 / hr10 - 49
Services provided
20% Funding & Investment20% Finance & Accounting Outsourcing (FAO)20% Finance Law +2 services20% Financial Advising & Planning20% Financial ConsultingTruck Loan Broker is a Finance & Accounting Outsourcing (FAO) company. Located in Mickleham, Australia, the team focuses on Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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Undisclosed$25 - $49 / hr10 - 49Mumbai, India
Services provided
20% Funding & Investment20% Accounting20% Business Valuation Services +2 services20% Financial Advising & Planning20% Financial ConsultingFynalliance Advisors Private Limited is a Mumbai, India-based Accounting company. Founded in 2018, the team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
Services provided
20% Funding & Investment20% Business Valuation Services20% Financial Advising & Planning +2 services20% Financial Consulting20% Insurance Services & BrokersEstablished in 2020, QX Financial is a small California, California-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services &
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$5,000+< $25 / hr10 - 49
Services provided
20% Funding & Investment20% Digital Asset Management20% Financial Advising & Planning +2 services20% Financial Consulting20% Real Estate LawFinancial Advising & Planning company TridentEstate offers Financial Advising & Planning and Real Estate Law. They are based in Kyiv, Ukraine.
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UndisclosedUndisclosed10 - 49
Services provided
20% Funding & Investment20% Accounting20% Digital Asset Management +2 services20% Financial Advising & Planning20% Financial ConsultingMarathon Financial Group is an Accounting company founded in 2016. Their services include Accounting and Financial Advising & Planning.
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$1,000+$100 - $149 / hr10 - 49Toronto, Canada
Services provided
20% Funding & Investment20% Business Consulting20% Business Valuation Services +2 services20% Financial Advising & Planning20% Fractional CFO ServicesCapidel Consulting, a Business Consulting company, was established in 2021. The small team provides Business Consulting and Financial Advising & Planning.
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$1,000+Undisclosed10 - 49Dubai, United Arab Emirates
Services provided
20% Funding & Investment20% Accounting20% Business Valuation Services +2 services20% Financial Consulting20% HR ConsultingCarltrix is a small Accounting company headquartered in Dubai, United Arab Emirates. Their services include Accounting and HR Consulting.
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$1,000+$100 - $149 / hr10 - 49
Services provided
20% Funding & Investment20% Accounting20% Business Consulting +2 services20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & PlanningFounded 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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Undisclosed$50 - $99 / hr10 - 49
Services provided
25% Funding & Investment50% Business Consulting25% Financial Advising & PlanningRhodium Analytica Inc is a Business Consulting company. The team offers Business Consulting and Financial Advising & Planning and is based in New York , New York and New Delhi, India.
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$10,000+$25 - $49 / hr10 - 49Ottawa, Canada
Services provided
25% Funding & Investment25% Accounting25% Financial Advising & Planning +1 service25% Financial ConsultingRothwell Funding is a small Accounting company. Launched in 2019, the team offers Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr10 - 49
Services provided
25% Funding & Investment50% Business Consulting25% Commercial FinancingBusiness Consulting company MH Digital Solutions provides Business Consulting and Commercial Financing. They were founded in 2021.
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UndisclosedUndisclosed10 - 49
Services provided
25% Funding & Investment25% Business Valuation Services25% Financial Advising & Planning +1 service25% Financial ConsultingMCA LEADS PROVIDER is a Financial Advising & Planning company. The Queens, New York-based team focuses on Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Killeen, TX
Services provided
25% Funding & Investment25% Commercial Financing25% Financial Advising & Planning +1 service25% Financial ConsultingTexian Capital is a Commercial Financing company. They offer Commercial Financing and Financial Advising & Planning and were launched in 2019. The company is in Killeen, Texas.
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$250,000+$50 - $99 / hr10 - 49
Services provided
25% Funding & Investment50% Commercial Financing25% Financial ConsultingStratton Capital Group is a small Commercial Financing company. They specialize in Commercial Financing and Funding & Investment and were founded in 2020.
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$10,000+$50 - $99 / hr10 - 49Philadelphia, PA
Services provided
10% Funding & Investment20% Web Development15% BI & Big Data Consulting & SI +5 services15% Cloud Consulting & SI10% Business Consulting10% HR Consulting10% Mobile App Development10% UX/UI DesignPrecision is a web development firm. The team provides Web Development and BI & big data consulting & SI, and the agency is headquartered in Philadelphia, Pennsylvania.
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$1,000+$50 - $99 / hr2 - 9Târgu Mureș, Romania
Services provided
15% Funding & Investment70% Business Consulting15% Commercial FinancingCasinos Broker is a Business Consulting company. Established in 2021, the firm is based in Târgu Mureș, Romania. Their services include Business Consulting and Commercial Financing.
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$1,000+$100 - $149 / hr10 - 49
Services provided
10% Funding & Investment70% Finance & Accounting Outsourcing (FAO)10% Business Consulting +1 service10% Financial ConsultingInterim CFOs is a Finance & Accounting Outsourcing (FAO) company launched in 2020. The company specializes in Finance & Accounting Outsourcing (FAO) and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
Services provided
20% Funding & Investment40% Blockchain Marketing40% Business ConsultingElixir Crypto is a Business Consulting company in London, England. The team specializes in Business Consulting and Blockchain Marketing.
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$25,000+Undisclosed2 - 9London, England
Services provided
10% Funding & Investment90% Public RelationsEquity Development is a small public relations agency. They focus on Public Relations and Funding & Investment and were launched in 1997.
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UndisclosedUndisclosed2 - 9Abbott's Hill, England
Services provided
10% Funding & Investment30% Business Consulting20% AI Consulting +2 services20% Digital Strategy20% Marketing StrategySmarta is a Business Consulting company. Established in 2021, the agency is headquartered in Abbott's Hill, England. Their services include Business Consulting and Marketing Strategy.
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$1,000+$50 - $99 / hr50 - 249
Services provided
20% Funding & Investment40% Business Consulting40% Digital Asset ManagementSee all 2 projectsFrom the initial interaction, clients are met with empathy and assurance, knowing that their interests are of utmost importance. Forensic Asset Firm sets itself apart with its unyielding drive for
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UndisclosedUndisclosed50 - 249Carlisle, England
Services provided
50% Funding & Investment50% Commercial FinancingThe Cumberland is a midsize Commercial Financing and Funding & Investment company based in Carlisle, England. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249London, England
Services provided
50% Funding & Investment50% Commercial FinancingFleurets is a midsize London, England-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed250 - 999London, England
Services provided
50% Funding & Investment50% Commercial FinancingZPG is a Commercial Financing and Funding & Investment company launched in 2008. In London, England, the team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed1,000 - 9,999Luton, England
Services provided
50% Funding & Investment50% Commercial FinancingConnells is a Commercial Financing and Funding & Investment company. Founded in 1936, the firm is located in Luton, England. Their team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2003, DDP, a midsize Commercial Financing and Funding & Investment company, is located in Menlyn, England. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249
Services provided
50% Funding & Investment50% Commercial FinancingLisney Ireland, a Commercial Financing and Funding & Investment company, is based in Earslfort Terrace, Ireland. They specialize in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed250 - 999Newcastle upon Tyne, England
Services provided
50% Funding & Investment50% Commercial FinancingLSL Property Services plc is a midsize Newcastle upon Tyne, England-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed250 - 999London, England
Services provided
50% Funding & Investment50% Commercial FinancingBritish Land, a midsize Commercial Financing and Funding & Investment company, is in London, England. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed1,000 - 9,999
Services provided
50% Funding & Investment50% Commercial FinancingDuff & Phelps is a Commercial Financing and Funding & Investment company. In , the firm was established in 1932. Their team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Slough, England
Services provided
50% Funding & Investment50% Commercial FinancingSEGRO plc is a Commercial Financing and Funding & Investment company. Their team is in Slough, England and specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed250 - 999
Services provided
50% Funding & Investment50% Commercial FinancingMidsize Commercial Financing and Funding & Investment company NEPI Rockcastle, is in Douglas, Scotland. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Apollo Global Management LLC was established in 1990. The agency provides Commercial Financing and Funding & Investment, and is large.
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UndisclosedUndisclosed50 - 249London, England
Services provided
50% Funding & Investment50% Commercial FinancingIpgroup, a midsize Commercial Financing and Funding & Investment company, is based in London, England. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed1,000 - 9,999London, England
Services provided
50% Funding & Investment50% Commercial FinancingDavies Group Limited is a Commercial Financing and Funding & Investment company. They were founded in 1968 and offer Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed1,000 - 9,999London, England
Services provided
50% Funding & Investment50% Commercial FinancingClose Brothers, a large Commercial Financing and Funding & Investment company, is based in London, England. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Mayfair, England
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 1985, Derwent London Plc is a midsize Mayfair, England-based Commercial Financing and Funding & Investment company. Their team focuses on Commercial Financing and Funding & Investment.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 15 Investment Management Firms
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Funding & Investment90% 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
15% Funding & Investment85% Other -
$10,000+$200 - $300 / hr2 - 9Boston, MA
Ability to deliver
33.5/40.015.8/20 Reviews8.8/10 Clients & Experience9/10 Market PresenceService focus
10% Funding & Investment90% Other -
$1,000+$200 - $300 / hr2 - 9Chicago, IL
Ability to deliver
32.1/40.018.2/20 Reviews8.6/10 Clients & Experience5.4/10 Market PresenceService focus
10% Funding & Investment90% Other -
$5,000+$100 - $149 / hr10 - 49London, England
Ability to deliver
26.9/40.016.4/20 Reviews4.5/10 Clients & Experience6/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.3/40.016.2/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
45% Funding & Investment55% Other -
$1,000+$100 - $149 / hr10 - 49London, England
Ability to deliver
29.8/40.017.2/20 Reviews3/10 Clients & Experience9.6/10 Market PresenceService focus
20% Funding & Investment80% Other -
$5,000+$150 - $199 / hr10 - 49Tallinn, Estonia
Ability to deliver
29.9/40.018.2/20 Reviews6.1/10 Clients & Experience5.6/10 Market PresenceService focus
15% Funding & Investment85% Other -
$5,000+Undisclosed50 - 249Tallinn, Estonia
Ability to deliver
30/40.017.6/20 Reviews7.5/10 Clients & Experience4.9/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed10 - 49Claymont, DE
Ability to deliver
27.7/40.017/20 Reviews2.8/10 Clients & Experience7.9/10 Market PresenceService focus
20% Funding & Investment80% Other -
$1,000+$300+ / hr2 - 9London, England
Ability to deliver
28.3/40.016.6/20 Reviews6.4/10 Clients & Experience5.2/10 Market PresenceService focus
15% Funding & Investment85% Other -
$5,000+$100 - $149 / hr2 - 9München, Germany
Ability to deliver
26.7/40.018.6/20 Reviews1.7/10 Clients & Experience6.5/10 Market PresenceService focus
30% Funding & Investment70% Other -
$10,000+$50 - $99 / hr10 - 49Kyiv, Ukraine
Ability to deliver
23.9/40.016.4/20 Reviews1.8/10 Clients & Experience5.8/10 Market PresenceService focus
60% Funding & Investment40% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
24.6/40.016.2/20 Reviews1.3/10 Clients & Experience7.1/10 Market PresenceService focus
40% Funding & Investment60% Other -
$5,000+Undisclosed10 - 49Toronto, Canada
Ability to deliver
26.7/40.018.6/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed2 - 9Santa Monica, CA
Ability to deliver
23/40.016.2/20 Reviews0.7/10 Clients & Experience6.1/10 Market PresenceService focus
50% Funding & Investment50% Other -
$1,000+Undisclosed2 - 9Chicago Ridge, IL
Ability to deliver
23.1/40.016.2/20 Reviews1.8/10 Clients & Experience5.2/10 Market PresenceService focus
45% Funding & Investment55% Other -
UndisclosedUndisclosed10 - 49Dallas, TX
Ability to deliver
20.8/40.016.2/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Funding & Investment50% Other -
$10,000+$50 - $99 / hr2 - 9Hanoi, Vietnam
Ability to deliver
25.3/40.014.6/20 Reviews5.9/10 Clients & Experience4.8/10 Market PresenceService focus
10% Funding & Investment90% Other -
$1,000+Undisclosed2 - 9New York, NY
Ability to deliver
22/40.016.6/20 Reviews1.4/10 Clients & Experience4/10 Market PresenceService focus
41% Funding & Investment59% Other -
$1,000+$25 - $49 / hr2 - 9Sofia, Bulgaria
Ability to deliver
23.9/40.016.2/20 Reviews1.8/10 Clients & Experience6/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
24.1/40.016.2/20 Reviews3.9/10 Clients & Experience4/10 Market PresenceService focus
10% Funding & Investment90% Other -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
23.9/40.015.6/20 Reviews3.4/10 Clients & Experience4.9/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed2 - 9Lisboa, Portugal
Ability to deliver
20.9/40.016.2/20 Reviews0.7/10 Clients & Experience4/10 Market PresenceService focus
40% Funding & Investment60% Other -
UndisclosedUndisclosed10 - 49Columbia, MD
Ability to deliver
21.5/40.016.2/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
25% Funding & Investment75% Other -
$1,000+$100 - $149 / hr2 - 9Dubai, United Arab Emirates
Ability to deliver
22.4/40.017.8/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
21.9/40.016.2/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
20% Funding & Investment80% Other -
$1,000+$50 - $99 / hr2 - 9Dar es salaam, Tanzania
Ability to deliver
22/40.016.2/20 Reviews0.9/10 Clients & Experience4.9/10 Market PresenceService focus
20% Funding & Investment80% Other -
$10,000+$50 - $99 / hr10 - 49Ahmedabad, India
Ability to deliver
21.7/40.017/20 Reviews0.7/10 Clients & Experience4/10 Market PresenceService focus
20% Funding & Investment80% Other -
$1,000+Undisclosed2 - 9Pireas, Greece
Ability to deliver
22/40.016.8/20 Reviews1.2/10 Clients & Experience4/10 Market PresenceService focus
20% Funding & Investment80% Other
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