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UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
30% Funding & Investment30% Commercial Financing20% Commercial Property Management +2 services10% Business Consulting10% Financial ConsultingLEM Capital is a small Commercial Financing company in Philadelphia, Pennsylvania. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Norristown, PA
Services provided
30% Funding & Investment30% Commercial Financing20% Financial Advising & Planning +1 service20% Insurance Services & BrokersEstablished in 1967, Valley Forge Financial Group is a small Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Conshohocken, PA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingLocated in Conshohocken, Pennsylvania, AUA Capital Management is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingMiller Investment Management, LP is a Financial Advising & Planning company. They were launched in 1998 and specialize in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingFinancial Advising & Planning company Penn Capital Management Company, LLC. Was established in 1987. The team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Berwyn, PA
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingPPR Capital Management is a Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Commercial Financing and is headquartered in Berwyn, Pennsylvania.
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UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingLaunched in 2011, Resolute Capital Partners is a Financial Advising & Planning company. The small team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingClaritas Capital is a Financial Advising & Planning company. The Nashville, Tennessee-based company was founded in 2002. Their team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingFinancial Advising & Planning company Petra Capital Partners was launched in 1996. The small team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Memphis, TN
Services provided
30% Funding & Investment40% Business Valuation Services30% Commercial FinancingNew South Capital Management Inc, a Business Valuation Services company, is based in Memphis, Tennessee. They focus on Business Valuation Services and Commercial Financing.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingPaceline Equity Partners is a small Dallas, Texas-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Southlake, TX
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingKeyCity Capital is a Financial Advising & Planning company founded in 2018. The team focuses on Financial Advising & Planning and Commercial Financing and is located in Southlake, Texas.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingClearview Investments, Ltd. Is a Financial Advising & Planning company in Dallas, Texas. Founded in 1985, the team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Houston, TX
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingYellowstone Capital Partners is a Financial Advising & Planning company founded in 1993. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Houston, TX
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Commercial FinancingFinancial Advising & Planning company Hawthorne Capital is based in Houston, Texas. Established in 2018, the team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Northwich, England
Services provided
30% Funding & Investment40% Financial Advising & Planning30% Business Valuation ServicesSmall Financial Advising & Planning company SFC Capital, is located in Northwich, England. The team provides Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Sherwood Park, Canada
Services provided
30% Funding & Investment70% AccountingLaunched in 2006, On-Core Bookkeeping is an Accounting company. The team focuses on Accounting and Funding & Investment.
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UndisclosedUndisclosedFreelancerLondon, England
Services provided
50% Funding & Investment50% Commercial FinancingTheAdvisory - Independent House Selling Advice is a Commercial Financing and Funding & Investment company. Based in London, England, the firm offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerEast Kilbride, Scotland
Services provided
50% Funding & Investment50% Commercial FinancingMondo Property is a small East Kilbride, Scotland-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancer
Services provided
50% Funding & Investment50% Commercial FinancingSmall Commercial Financing and Funding & Investment company Henry Pryor, is located in London, England. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerJacksonville, FL
Services provided
50% Funding & Investment50% Commercial FinancingInvestec Services Inc., a small Commercial Financing and Funding & Investment company, is in Jacksonville, Florida. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerBarre, VT
Services provided
50% Funding & Investment50% Commercial FinancingCher Real Estate, Inc. Is a small Commercial Financing and Funding & Investment company located in Barre, Vermont. The team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerSeattle, WA
Services provided
50% Funding & Investment50% Commercial FinancingHeadquartered in Seattle, Washington, Robinson Valuation Services is a small Commercial Financing and Funding & Investment company. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerGig Harbor, WA
Services provided
50% Funding & Investment50% Commercial FinancingLocated in Gig Harbor, Washington, Gig Harbor Real Estate is a Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerAtlanta, GA
Services provided
50% Funding & Investment50% Commercial FinancingBarrow Valuation Group, LLC is a small Commercial Financing and Funding & Investment company located in Atlanta, Georgia. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerAtlanta, GA
Services provided
50% Funding & Investment50% Commercial FinancingBurns Valuation Consulting is a small Commercial Financing and Funding & Investment company based in Atlanta, Georgia. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosedFreelancerCheyenne, WY
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2011, Mistie Woods is a small Commercial Financing and Funding & Investment company headquartered in Cheyenne, Wyoming. Their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249London, England
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingCentrus is a Financial Advising & Planning company. They were launched in 2012, and their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Frankfurt am Main, Germany
Services provided
25% Funding & Investment50% Recruiting25% Commercial FinancingDartmouth Partners is a midsize Recruiting company. They provide Recruiting and Commercial Financing and were founded in 2012.
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UndisclosedUndisclosed50 - 249Billings, MT
Services provided
25% Funding & Investment25% Commercial Financing20% Financial Advising & Planning +3 services10% Accounting10% Business Consulting10% Financial ConsultingEstablished in 2018, Dakota Wealth Management is a midsize Billings, Montana-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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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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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.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
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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$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 -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.9/40.016.8/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
45% Funding & Investment55% 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 -
$5,000+$150 - $199 / hr10 - 49Tallinn, Estonia
Ability to deliver
30.5/40.018.8/20 Reviews6.1/10 Clients & Experience5.6/10 Market PresenceService focus
15% Funding & Investment85% Other -
$1,000+$200 - $300 / hr2 - 9Chicago, IL
Ability to deliver
31.1/40.017.2/20 Reviews8.6/10 Clients & Experience5.4/10 Market PresenceService focus
10% Funding & Investment90% Other -
$1,000+$100 - $149 / hr10 - 49London, England
Ability to deliver
29.2/40.016.6/20 Reviews3/10 Clients & Experience9.6/10 Market PresenceService focus
20% Funding & Investment80% Other -
$25,000+Undisclosed10 - 49
Ability to deliver
28.5/40.015.6/20 Reviews8.9/10 Clients & Experience4/10 Market PresenceService focus
20% Funding & Investment80% Other -
$5,000+Undisclosed50 - 249Tallinn, Estonia
Ability to deliver
29.4/40.017/20 Reviews7.5/10 Clients & Experience4.9/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
27.9/40.017.2/20 Reviews2.8/10 Clients & Experience7.9/10 Market PresenceService focus
20% Funding & Investment80% Other -
$50,000+$150 - $199 / hr10 - 49Calgary, Canada
Ability to deliver
26.1/40.016.2/20 Reviews5/10 Clients & Experience4.9/10 Market PresenceService focus
30% Funding & Investment70% Other -
$1,000+$300+ / hr2 - 9London, England
Ability to deliver
27.9/40.016.2/20 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 -
$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 -
$5,000+Undisclosed10 - 49
Ability to deliver
25.5/40.017.4/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
15% Funding & Investment85% Other -
$1,000+Undisclosed10 - 49
Ability to deliver
21.3/40.016.4/20 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 -
$25,000+Undisclosed2 - 9Brooklyn, NY
Ability to deliver
23.1/40.016.6/20 Reviews0.3/10 Clients & Experience6.2/10 Market PresenceService focus
30% Funding & Investment70% 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+$100 - $149 / hr2 - 9Berlin, Germany
Ability to deliver
20.8/40.016.8/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
70% Funding & Investment30% 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
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