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List of the Top Investment Management Firms
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UndisclosedUndisclosed50 - 249Foster City, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2006, Bertram Capital is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Santa Monica, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingClearlake Capital Group, a Financial Advising & Planning company, was launched in 2006. The company focuses on Financial Advising & Planning and Commercial Financing, and is midsize.
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UndisclosedUndisclosed50 - 249Menlo Park, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSTG – Symphony Technology Group is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing and is in Menlo Park, California.
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UndisclosedUndisclosed50 - 249Irvine, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2010, IRA Capital is a Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Palo Alto, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingAltamont Capital Partners is a Financial Advising & Planning company. They were launched in 2010, and their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingMidsize Financial Advising & Planning company Stone Point Capital, is in Greenwich, Connecticut and New York, New York. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Greenwich, CT
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingBased in Greenwich, Connecticut, Brighton Park Capital is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosedFreelancerNewark, NJ
Services provided
50% Funding & Investment50% Commercial FinancingThe Hinson Group is a small Commercial Financing and Funding & Investment company based in Newark, New Jersey. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Boca Raton, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSun Capital Partners, Inc., a Financial Advising & Planning company, was established in 1995. They offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Coral Gables, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingTrivest is a Financial Advising & Planning company. The Coral Gables, Florida-based team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249West Palm Beach, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingComvest Partners is a midsize Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing and were founded in 2000.
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UndisclosedUndisclosed50 - 249West Palm Beach, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2007, Sterling Organization is a Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Commercial Financing and is in West Palm Beach, Florida.
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UndisclosedUndisclosed50 - 249Tampa, FL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSCP & CO, a midsize Financial Advising & Planning company, is located in Tampa, Florida. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Atlanta, GA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2001, Roark Capital is a Financial Advising & Planning company. In Atlanta, Georgia, the team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingToorak Capital Partners is a Financial Advising & Planning company. Their team is headquartered in Summit, New Jersey. The firm specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFlexpoint Ford is a Financial Advising & Planning company headquartered in Chicago, Illinois and New York, New York. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Rosemont, IL
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingWynnchurch Capital, a Financial Advising & Planning company, was established in 1999. The agency focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Boston, MA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingTHL Partners is a Financial Advising & Planning company. Launched in 1974, the firm focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Beverly, MA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingHeadquartered in Beverly, Massachusetts, Brookwood Financial Partners, LLC is a midsize Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Boston, MA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingAudax Private Equity is a midsize Financial Advising & Planning company. Founded in 1999, the team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosedFreelancerTroy, MI
Services provided
50% Funding & Investment50% Commercial FinancingSeifert Capital is a small Commercial Financing and Funding & Investment company headquartered in Troy, Michigan. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Minneapolis, MN
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingProterra Investment Partners is a Financial Advising & Planning company. Founded in 2016, the company provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249St. Louis, MO
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company Thompson Street Capital Partners specializes in Financial Advising & Planning and Commercial Financing. They were founded in 2000.
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UndisclosedUndisclosed50 - 249Hermosa Beach, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2005, Marlin Equity Partners is a Financial Advising & Planning company. The agency offers Financial Advising & Planning and Commercial Financing, and is midsize.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFrancisco Partners, a Financial Advising & Planning company, was launched in 1999. The team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingAlpine Investors is a Financial Advising & Planning company. Their team is based in San Francisco, California. The firm provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
25% Funding & Investment25% Commercial Financing20% Business Consulting +2 services20% Market Research10% Financial ConsultingBlue Heron Research Partners, a Commercial Financing company, was established in 2005. The company offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerNew York, NY
Services provided
50% Funding & Investment50% Commercial FinancingMS Capital Advisors LTD is a Commercial Financing and Funding & Investment company. Founded in 2006, their team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Charlotte, NC
Services provided
25% Funding & Investment25% Commercial Financing20% Business Consulting +2 services20% Financial Advising & Planning10% Financial ConsultingFounded in 1995, Horizon Investments is a midsize Commercial Financing company in Charlotte, North Carolina. Their team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Highland Heights, OH
Services provided
25% Funding & Investment30% Commercial Development25% Commercial Financing +1 service20% Financial Advising & PlanningCommercial Development company Smartland was founded in 2008. The midsize team offers Commercial Development and Commercial Financing.
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UndisclosedUndisclosed50 - 249Cincinnati, OH
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +1 service20% Insurance Services & BrokersFort Washington Investment Advisors, Inc., a Financial Advising & Planning company, was founded in 1990. The midsize team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosedFreelancerPittsburgh, PA
Services provided
50% Funding & Investment50% Commercial FinancingLaunched in 2019, West Allen Capital is a Commercial Financing and Funding & Investment company. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Bala Cynwyd, PA
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingFinancial Advising & Planning company Franklin Park specializes in Financial Advising & Planning and Commercial Financing. They were launched in 2003.
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UndisclosedUndisclosed50 - 249Bridgeville, PA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingWaldron Private Wealth, a Financial Advising & Planning company, was established in 1995. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosedFreelancerMalvern, PA
Services provided
50% Funding & Investment50% Commercial FinancingOverbrook Capital, LLC. Is a Commercial Financing and Funding & Investment company established in 2002. The small team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Mount Pleasant, SC
Services provided
25% Funding & Investment30% Business Valuation Services25% BI & Big Data Consulting & SI +1 service20% Business ConsultingThe PRS Group Inc., a Business Valuation Services company, was established in 1979. The team focuses on Business Valuation Services and BI & big data consulting & SI.
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UndisclosedUndisclosedFreelancerCalgary, Canada
Services provided
50% Funding & Investment50% Business Valuation ServicesAscendi-Capital Inc. Is a Business Valuation Services and Funding & Investment company launched in 2020. The agency focuses on Business Valuation Services and Funding & Investment, and is small.
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UndisclosedUndisclosedFreelancer
Services provided
50% Funding & Investment50% Business Valuation ServicesWest Valuation Partners is a small Business Valuation Services and Funding & Investment company in Vancouver, Canada. Their services include Business Valuation Services and Funding & Investment.
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UndisclosedUndisclosed50 - 249Southbank, Australia
Services provided
25% Funding & Investment25% Accounting25% Business Consulting +1 service25% Business Valuation ServicesPrime Financial Group is a Business Consulting company. They focus on Business Consulting and Accounting and are headquartered in Southbank, Australia and Cairns North, Australia.
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UndisclosedUndisclosedFreelancerMilton, Canada
Services provided
50% Funding & Investment25% Back Office Outsourcing25% Call Center ServicesAccounts General Recoveries Inc. Is a Milton, Canada-based Funding & Investment company. The team specializes in Funding & Investment and Call Center Services.
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UndisclosedUndisclosedFreelancer
Services provided
50% Funding & Investment50% AccountingLaunched in 2013, Ron Rechan Financial Consultant is an Accounting and Funding & Investment company. The team provides Accounting and Funding & Investment.
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UndisclosedUndisclosedFreelancer
Services provided
50% Funding & Investment50% Financial Advising & PlanningGemini Capital Inc. Is a Financial Advising & Planning and Funding & Investment company. They are in Victoria, Canada. Their team focuses on Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed50 - 249Mississauga, Canada
Services provided
25% Funding & Investment25% Corporate Travel Management25% Fulfillment +1 service25% Market ResearchIn Mississauga, Canada and Toronto, Canada, SinglePoint Group International Inc is a Market Research company. The team provides Market Research and Fulfillment.
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UndisclosedUndisclosedFreelancerHouston, TX
Services provided
60% Funding & Investment20% Business Consulting10% Financial Advising & Planning +1 service10% Financial ConsultingPLS Equity, LLC is a Funding & Investment company. Launched in 2018, the agency is headquartered in Houston, Texas. Their team provides Funding & Investment and Business Consulting.
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UndisclosedUndisclosedFreelancer
Services provided
100% Funding & InvestmentVista Global Capital is a Toronto, Canada-based Funding & Investment company. The team focuses on Funding & Investment.
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UndisclosedUndisclosedFreelancerDallas, TX
Services provided
100% Funding & InvestmentSmall Funding & Investment company Pegasus Equity Advisors, is located in Dallas, Texas. The team offers Funding & Investment.
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UndisclosedUndisclosedFreelancerAbilene, TX
Services provided
60% Funding & Investment20% Commercial Financing20% Financial Advising & PlanningCustomPrivateEquity is a small Funding & Investment company. Founded in 2004, the team focuses on Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed50 - 249London, England
Services provided
25% Funding & Investment75% Business ConsultingPortas Consulting, a Business Consulting company, was launched in 2006. The team focuses on Business Consulting and Funding & Investment and is in London, England.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
25% Funding & Investment25% Business Consulting20% Financial Advising & Planning +2 services20% Market Research10% Conversion OptimizationCrewcial Partners LLC ® is a Business Consulting company. Their team is headquartered in New York, New York and focuses on Business Consulting and Funding & Investment.
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UndisclosedUndisclosed50 - 249London, England
Services provided
25% Funding & Investment25% Business Consulting25% Conversion Optimization +1 service25% LogoSullivan & Stanley is a Conversion Optimization company. The London, England-based team focuses on Conversion Optimization and Logo.
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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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