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3,349 Companies
List of the Top Investment Management Firms
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
50% Funding & Investment50% Financial Advising & PlanningFounded in 1988, Canterbury Consulting is a Financial Advising & Planning and Funding & Investment company. The team specializes in Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed250 - 999Toronto, Canada
Services provided
100% Funding & InvestmentTotal Credit Recovery Limited is a Funding & Investment company. The Toronto, Canada-based agency specializes in Funding & Investment.
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UndisclosedUndisclosed50 - 249Montreal, Canada
Services provided
100% Funding & InvestmentGroupecho Canada is a Funding & Investment company. Located in Montreal, Canada, the company was launched in 1959. Their team focuses on Funding & Investment.
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UndisclosedUndisclosed250 - 999Minneapolis, MN
Services provided
100% Funding & InvestmentCastlelake is a Funding & Investment company founded in 2005. The team provides Funding & Investment.
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UndisclosedUndisclosed50 - 249Houston, TX
Services provided
100% Funding & InvestmentCrossmark Global Investments, a midsize Funding & Investment company, is headquartered in Houston, Texas. The team provides Funding & Investment.
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UndisclosedUndisclosed50 - 249Montréal, Canada
Services provided
100% Funding & InvestmentMidsize Funding & Investment company ARO Inc., is based in Montréal, Canada and Kelowna, Canada. The team offers Funding & Investment.
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UndisclosedUndisclosed50 - 249Richmond, VA
Services provided
100% Funding & InvestmentTSW (Thompson, Siegel & Walmsley LLC) is a Funding & Investment company. The Richmond, Virginia-based firm offers Funding & Investment.
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UndisclosedUndisclosed50 - 249Southlake, TX
Services provided
70% Funding & Investment30% Business ConsultingGauge Capital is a Southlake, Texas-based Funding & Investment company. They specialize in Funding & Investment and Business Consulting.
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UndisclosedUndisclosed50 - 249Houston, TX
Services provided
80% Funding & Investment20% Business ConsultingWhite Deer is a Funding & Investment company located in Houston, Texas. They focus on Funding & Investment and Business Consulting and were founded in 2008.
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UndisclosedUndisclosed50 - 249Dallas, TX
Services provided
60% Funding & Investment20% Commercial Financing20% Financial Advising & PlanningSatori Capital is a Funding & Investment company based in Dallas, Texas. The team focuses on Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed50 - 249Dallas, TX
Services provided
80% Funding & Investment20% Commercial FinancingMidsize Funding & Investment company Crestline Investors, Inc., is located in Dallas, Texas. The team offers Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed50 - 249Houston, TX
Services provided
60% Funding & Investment20% Financial Advising & Planning20% Financial ConsultingCAZ Investments, a Funding & Investment company, is located in Houston, Texas. Their services include Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Fort Worth, TX
Services provided
60% Funding & Investment20% Business Consulting20% Commercial FinancingBased in Fort Worth, Texas, Luther King Capital Management is a Funding & Investment company. Founded in 1979, the team offers Funding & Investment and Business Consulting.
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UndisclosedUndisclosed50 - 249Southlake, TX
Services provided
80% Funding & Investment20% Commercial FinancingEstablished in 2006, Trinity Investors is a Funding & Investment company. The team specializes in Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingGeneral Catalyst is a Commercial Financing and Funding & Investment company. Founded in 2000, the team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Austin, TX
Services provided
50% Funding & Investment50% Commercial Financing8VC is a midsize Commercial Financing and Funding & Investment company established in 2016. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Menlo Park, CA
Services provided
50% Funding & Investment50% Commercial FinancingSapphire Ventures, a Commercial Financing and Funding & Investment company, specialize in Commercial Financing and Funding & Investment. They were founded in 1996.
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UndisclosedUndisclosed50 - 249Houston, TX
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2012, Golden Section is a Commercial Financing and Funding & Investment company. The midsize team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
50% Funding & Investment50% Commercial FinancingAwz Ventures Inc. Is a midsize Commercial Financing and Funding & Investment company launched in 2016. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249London, England
Services provided
50% Funding & Investment50% Commercial FinancingBased in London, England and Manchester, England, Octopus Ventures is a Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249London, England
Services provided
50% Funding & Investment50% Commercial FinancingIndex Ventures is a Commercial Financing and Funding & Investment company founded in 1996. The midsize team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Salt Lake City, UT
Services provided
100% Funding & InvestmentUniversity Growth Fund is a Funding & Investment company. Based in Salt Lake City, Utah, the firm was launched in 2015. Their team provides Funding & Investment.
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UndisclosedUndisclosed50 - 249Salt Lake City, UT
Services provided
60% Funding & Investment20% Commercial Property Management20% Financial Advising & PlanningSundance Bay is a Funding & Investment company. They offer Funding & Investment and Commercial Property Management and are in Salt Lake City, Utah.
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$5,000+Undisclosed50 - 249
Services provided
20% Funding & Investment20% Business Consulting20% Business Valuation Services +2 services20% Corporate Training & Coaching20% Financial ConsultingTiger Water Operations is a Business Consulting company founded in 2023. The agency offers Business Consulting and Corporate Training & Coaching, and is midsize.
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$50,000+$300+ / hr50 - 249Charlotte, NC
Services provided
20% Funding & Investment20% Business Consulting20% Commercial Brokerage Services +2 services20% Commercial Development20% Insurance Services & BrokersLocated in Charlotte, North Carolina and Philadelphia, Pennsylvania, Mitch Coles Real Estate, Inc. Is a Business Consulting company. They offer Business Consulting and Commercial Brokerage Services.
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$5,000+$25 - $49 / hr50 - 249Jaipur, India
Services provided
20% Funding & Investment20% Business Consulting20% Compliance Consulting +2 services20% Digital Strategy20% Graphic DesignIn Jaipur, India, INIZIO Services is a midsize Digital Strategy company. Their services include Digital Strategy and Graphic Design.
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$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Services provided
20% Funding & Investment20% Accounting20% Business Consulting +2 services20% Commercial Financing20% Financial Advising & PlanningVANGUARD ACCOUNTANTS & TAX CONSULTANTS is a Business Consulting company based in Dubai, United Arab Emirates. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed50 - 249München, Germany
Services provided
80% Funding & Investment20% Public RelationsFunding & Investment company Equistone Partners GmbH offers Funding & Investment and Public Relations. They are headquartered in München, Germany and City of London, England.
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$5,000+Undisclosed50 - 249
Services provided
20% Funding & Investment20% Accounting20% Finance & Accounting Outsourcing (FAO) +2 services20% Financial Advising & Planning20% Financial ConsultingPhoenix Knight Financial Services, a Finance & Accounting Outsourcing (FAO) company, was founded in 2004. The midsize team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Tomball, TX
Services provided
10% Funding & Investment50% Accounting25% Finance & Accounting Outsourcing (FAO) +1 service15% Financial Advising & PlanningSmart Accountants - a springline company is an Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO), and the agency is located in Tomball, Texas.
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$250,000+$300+ / hr50 - 249North Strathfield, Australia
Services provided
10% Funding & Investment60% Financial Advising & Planning30% Financial ConsultingFinancial Advising & Planning company St Trinity Property Group is headquartered in North Strathfield, Australia. Their services include Financial Advising & Planning and Financial Consulting.
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$10,000+$100 - $149 / hr10 - 49București, Romania
Services provided
10% Funding & Investment15% Commercial Development10% Business Consulting +12 services10% Financial Consulting5% Branding5% Commercial Property Management5% Content Marketing5% Digital Strategy5% Market Research5% Marketing Strategy5% Media Planning & Buying5% Product Marketing5% Public Relations5% Social Media Marketing5% TranslationCovenant Consulting is a Commercial Development company. Their team is in București, Romania. The firm provides Commercial Development and Business Consulting.
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$5,000+$150 - $199 / hr10 - 49
Services provided
10% Funding & Investment40% Engineering40% Product Design +1 service10% AI ConsultingBrooks Stevens, Inc. Is a small Product Design company founded in 1934. Their services include Product Design and Engineering.
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$100,000+$300+ / hr250 - 999London, England
Services provided
10% Funding & Investment20% Blockchain20% Commercial Financing +4 services15% Business Consulting15% Finance & Accounting Outsourcing (FAO)10% Financial Consulting10% Insurance LawBlockchain company Bit index capital is headquartered in London, England. Their services include Blockchain and Commercial Financing.
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$1,000+$200 - $300 / hr2 - 9Phillip, Australia
Services provided
15% Funding & Investment30% Accounting15% Business Consulting +6 services15% Commercial Financing15% Finance & Accounting Outsourcing (FAO)3% HR Consulting3% Staffing2% PEO/Employee Leasing2% RecruitingAdvisorCorp is an Accounting company. Their small team is in Phillip, Australia and Canberra, Australia and provides Accounting and Commercial Financing. The company was launched in 2016.
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$1,000+$300+ / hr10 - 49Kyiv, Ukraine
Services provided
15% Funding & Investment40% Commercial Property Management25% Commercial Financing +2 services10% Financial Consulting10% Real Estate LawIn Kyiv, Ukraine, DGY Investments is a small Commercial Property Management company. The team focuses on Commercial Property Management and Commercial Financing.
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$5,000+$25 - $49 / hr10 - 49Gonnet, Argentina
Services provided
15% Funding & Investment60% BI & Big Data Consulting & SI15% Custom Software Development +1 service10% AI DevelopmentPlika, a business intelligence company, is headquartered in Gonnet, Argentina and Buenos Aires, Argentina. Their services include BI & big data consulting & SI and Custom Software Development.
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$1,000+$25 - $49 / hr10 - 49
Services provided
15% Funding & Investment35% Business Consulting25% Market Research +1 service25% Marketing StrategyVerkko Group is a Business Consulting company headquartered in Noida, India. They specialize in Business Consulting and Market Research.
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$1,000+< $25 / hr10 - 49Singapore
Services provided
10% Funding & Investment50% Accounting15% Business Consulting +2 services15% Business Valuation Services10% Finance & Accounting Outsourcing (FAO)WZWU & Partners is an Accounting company launched in 1990. Their services include Accounting and Business Consulting.
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$250,000+$200 - $300 / hr2 - 9Chandler, AZ
Services provided
10% Funding & Investment70% Financial Advising & Planning20% Financial ConsultingJ. Martin Wealth Management is a Chandler, Arizona-based Financial Advising & Planning company. They specialize in Financial Advising & Planning and Financial Consulting and were established in
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UndisclosedUndisclosed50 - 249Yongin-si, South Korea
Services provided
10% Funding & Investment40% Business Consulting20% Financial Advising & Planning +3 services10% Accounting10% Corporate Law10% Tax LawJ&J Korea is a Business Consulting company. They provide Business Consulting and Financial Advising & Planning and are based in Yongin-si, South Korea.
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$1,000+$25 - $49 / hr2 - 9Delhi, India
Services provided
20% Funding & Investment40% Direct Marketing20% Public Relations +2 services10% Corporate Law10% Marketing StrategySOLIDUS Capital is a Direct Marketing company based in Delhi, India. They offer Direct Marketing and Public Relations.
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$1,000+$150 - $199 / hr2 - 9
Services provided
20% Funding & Investment20% Accounting20% Business Consulting +2 services20% Business Valuation Services20% Commercial FinancingAnny.Biz is a Business Consulting company. They were founded in 2015 and focus on Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9
Services provided
20% Funding & Investment20% Accounting20% Business Consulting +2 services20% Financial Advising & Planning20% Financial ConsultingPipInfuse is a Business Consulting company. Their small team is based in London, England and focuses on Business Consulting and Accounting. The firm was established in 2023.
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UndisclosedUndisclosed2 - 9New Delhi, India
Services provided
20% Funding & Investment20% Accounting20% Commercial Financing +2 services20% Financial Advising & Planning20% Financial ConsultingGolden Growth Fund is a Commercial Financing company established in 2023. The team focuses on Commercial Financing and Accounting and is headquartered in Delhi, India and New Delhi, India.
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UndisclosedUndisclosed2 - 9
Services provided
20% Funding & Investment20% Business Valuation Services20% Financial Advising & Planning +2 services20% Financial Consulting20% Insurance Services & BrokersFinancial Advising & Planning company The Fund Advisor is headquartered in London, England. They offer Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Noida, India
Services provided
20% Funding & Investment20% Accounting20% Commercial Financing +2 services20% Financial Advising & Planning20% Financial ConsultingLocated in Noida, India, WealthBeats Finserv is a Commercial Financing company. Launched in 2024, the team provides Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Abuja, Nigeria
Services provided
20% Funding & Investment60% Financial Advising & Planning20% Commercial FinancingSilverkuun Cooperative, a Financial Advising & Planning company, was established in 2019. The small team specializes in Financial Advising & Planning and Commercial Financing.
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$1,000+Undisclosed2 - 9
Services provided
20% Funding & Investment20% Accounting20% Business Consulting +2 services20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & PlanningNeon Bear is a Business Consulting company established in 2021. Headquartered in London, England, the team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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$5,000+$100 - $149 / hr2 - 9Innsbruck, Austria
Services provided
20% Funding & Investment20% Back Office Outsourcing20% Conversion Optimization +2 services20% Digital Strategy20% Ecommerce MarketingCommerce helden GmbH is a Digital Strategy company. They are based in Innsbruck, Austria, and their services include Digital Strategy and Conversion Optimization.
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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
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- Market presence and reputation in the industry
List of the Top 15 Investment Management Firms
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$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 -
$25,000+Undisclosed10 - 49
Ability to deliver
30.9/40.017.4/20 Reviews8.9/10 Clients & Experience4.6/10 Market PresenceService focus
20% Funding & Investment80% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
26.9/40.016.4/20 Reviews4.5/10 Clients & Experience6/10 Market PresenceService focus
100% Funding & Investment -
$1,000+$200 - $300 / hr2 - 9Chicago, IL
Ability to deliver
31.3/40.017.4/20 Reviews8.6/10 Clients & Experience5.4/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.1/40.016/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
45% Funding & Investment55% Other -
$5,000+$150 - $199 / hr10 - 49Tallinn, Estonia
Ability to deliver
30.1/40.018.4/20 Reviews6.1/10 Clients & Experience5.6/10 Market PresenceService focus
15% Funding & Investment85% Other -
$1,000+$100 - $149 / hr10 - 49London, England
Ability to deliver
29.4/40.016.8/20 Reviews3/10 Clients & Experience9.6/10 Market PresenceService focus
20% Funding & Investment80% Other -
$5,000+Undisclosed50 - 249Tallinn, Estonia
Ability to deliver
29.6/40.017.2/20 Reviews7.5/10 Clients & Experience4.9/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
28.5/40.017.8/20 Reviews2.8/10 Clients & Experience7.9/10 Market PresenceService focus
20% Funding & Investment80% Other -
$50,000+$150 - $199 / hr10 - 49Calgary, Canada
Ability to deliver
26.3/40.016.4/20 Reviews5/10 Clients & Experience4.9/10 Market PresenceService focus
30% Funding & Investment70% Other -
$1,000+$300+ / hr2 - 9London, England
Ability to deliver
28.1/40.016.4/20 Reviews6.4/10 Clients & Experience5.2/10 Market PresenceService focus
15% Funding & Investment85% Other -
$10,000+$50 - $99 / hr10 - 49Kyiv, Ukraine
Ability to deliver
23.7/40.016.2/20 Reviews1.8/10 Clients & Experience5.8/10 Market PresenceService focus
60% Funding & Investment40% Other -
$5,000+$100 - $149 / hr2 - 9München, Germany
Ability to deliver
26.3/40.018.2/20 Reviews1.7/10 Clients & Experience6.5/10 Market PresenceService focus
30% Funding & Investment70% 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 -
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 -
$5,000+Undisclosed10 - 49
Ability to deliver
25.9/40.017.8/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
15% Funding & Investment85% 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 -
$1,000+Undisclosed10 - 49
Ability to deliver
21.7/40.016.8/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% Funding & Investment50% 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 -
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 - 9
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 - 49
Ability to deliver
21.7/40.017/20 Reviews0.7/10 Clients & Experience4/10 Market PresenceService focus
20% Funding & Investment80% Other
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