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UndisclosedUndisclosed10 - 49Minneapolis, MN
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingStone Arch Capital is a Financial Advising & Planning company. The small Minneapolis, Minnesota-based team offers Financial Advising & Planning and Commercial Financing. The firm was founded in
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UndisclosedUndisclosed10 - 49Minneapolis, MN
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 1989, Goldner Hawn is a small Minneapolis, Minnesota-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Wayzata, MN
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingTraction Capital, a Financial Advising & Planning company, is headquartered in Wayzata, Minnesota. Established in 2011, the team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49St. Louis, MO
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingBased in St. Louis, Missouri, Compass Group Equity Partners is a small Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Saint Louis, MO
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company WILsquare Capital LLC is based in Saint Louis, Missouri. They offer Financial Advising & Planning and Commercial Financing and were established in 2015.
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UndisclosedUndisclosed10 - 49Clayton, MO
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFounded in 1992, Gardner Capital is a Financial Advising & Planning company. Their team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Mission, KS
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingGreat Range Capital is a Financial Advising & Planning company. The Mission, Kansas-based agency was founded in 2010. Their team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Chapel Hill, NC
Services provided
25% Funding & Investment25% Commercial Financing20% Commercial Property Management +2 services20% Financial Advising & Planning10% Commercial DevelopmentEller Capital Partners is a Commercial Financing company based in Chapel Hill, North Carolina. Established in 2007, the team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingEstablished in 1997, Red Hill Ventures is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
25% Funding & Investment30% Insurance Services & Brokers25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingBased in Charlotte, North Carolina, Tobin & Company Investment Banking Group is an Insurance Services & Brokers company. The team offers Insurance Services & Brokers and Commercial Financing.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingFinancial Advising & Planning company Linden Thomas & Company specializes in Financial Advising & Planning and Commercial Financing. They were founded in 2004.
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UndisclosedUndisclosed10 - 49Cleveland, OH
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingCyprium Partners is a Financial Advising & Planning company. They were established in 2011, and their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
25% Funding & Investment25% Commercial Financing20% Commercial Property Management +2 services20% Financial Advising & Planning10% Commercial DevelopmentIn Columbus, Ohio, RiverWest Partners is a Commercial Financing company. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Powell, OH
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingLaunched in 2003, Fillmore Capital Partners is a Financial Advising & Planning company. Their team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Oklahoma City, OK
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingVenturi Private Wealth is a small Financial Advising & Planning company founded in 2015. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Oklahoma City, OK
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +1 service20% AccountingVista Investment Partners is a small Oklahoma City, Oklahoma-based Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Portland, OR
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingBecker Capital Management is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing and is based in Portland, Oregon.
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UndisclosedUndisclosed10 - 49Lake Oswego, OR
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingVergePointe is a Financial Advising & Planning company founded in 1985. Headquartered in Lake Oswego, Oregon, the team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Portland, OR
Services provided
25% Funding & Investment25% Commercial Financing20% Commercial Development +3 services10% Building Security Services10% Commercial Property Management10% Market ResearchLocated in Portland, Oregon and San Francisco, California, The Green Cities Company is a small Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingCooke & Bieler, L.P. Is a small Financial Advising & Planning company founded in 1949. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Bethlehem, PA
Services provided
25% Funding & Investment25% Commercial Financing20% Financial Advising & Planning +3 services10% Business Consulting10% Financial Consulting10% Insurance Services & BrokersLocated in Bethlehem, Pennsylvania, Cornerstone Advisors Asset Management is a small Commercial Financing company. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Berwyn, PA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company Coho Partners, Ltd. Offers Financial Advising & Planning and Commercial Financing. They were established in 1999.
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UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company CapitalSpring was founded in 2002. In Nashville, Tennessee and El Segundo, California, the team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Memphis, TN
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingTD Capital Management LLC is a Financial Advising & Planning company launched in 1996. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingOld Three Hundred Capital is a Financial Advising & Planning company. They were launched in 2014 and provide Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49
Services provided
25% Funding & Investment25% Accounting25% Financial Advising & Planning +1 service25% Fractional CFO ServicesFinally Remote Accounting Teams, a small Accounting company, is headquartered in Toronto, Canada. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
Services provided
25% Funding & Investment50% Business Consulting25% Corporate Training & CoachingLaunched in 2019, Prof. Consulting Group is a small Melbourne, Australia-based Business Consulting company. Their services include Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49London, England
Services provided
25% Funding & Investment75% Business ConsultingBusiness Consulting company Outsized is based in London, England. The team specializes in Business Consulting and Funding & Investment.
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UndisclosedUndisclosed10 - 49London, England
Services provided
25% Funding & Investment25% Accounting25% Business Consulting +1 service25% Executive SearchPhoenix Search is a Business Consulting company founded in 2018. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49
Services provided
25% Funding & Investment50% Business Consulting25% Financial ConsultingFounded in 2005, Boston Harbor Angels is a Business Consulting company. The team specializes in Business Consulting and Funding & Investment.
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UndisclosedUndisclosed10 - 49Braintree, MA
Services provided
25% Funding & Investment50% Business Consulting25% Corporate Training & CoachingCrews & co., a Business Consulting company, was established in 2013. Located in Braintree, Massachusetts, the team specializes in Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Panvel, India
Services provided
25% Funding & Investment25% Commercial Financing25% Litigation Support Services +1 service25% Real Estate LawRERA VISION is a Commercial Financing company established in 2024. In Panvel, India, the team provides Commercial Financing and Real Estate Law.
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UndisclosedUndisclosed50 - 249București, Romania
Services provided
20% Funding & Investment20% Cloud Consulting & SI20% DevOps Managed Services +2 services20% IT Managed Services20% IT Staff AugmentationCloud consulting & SI company Phi Partners was established in 2004. The midsize team offers cloud consulting & SI and IT managed services.
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UndisclosedUndisclosedFreelancerNew York, NY
Services provided
40% Funding & Investment40% Commercial Financing20% Financial Advising & PlanningPawar Capital Investments is a Commercial Financing company located in New York, New York. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Asheville, NC
Services provided
20% Funding & Investment30% Financial Advising & Planning20% Accounting +2 services20% Commercial Financing10% Business ConsultingAMG National Trust is a midsize Asheville, North Carolina-based Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Belfast, Northern Ireland
Services provided
20% Funding & Investment20% Business Consulting20% Business Valuation Services +3 services15% Accounting15% Financial Advising & Planning10% Commercial FinancingHNH is a Business Consulting company launched in 2011. Their team provides Business Consulting and Business Valuation Services.
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UndisclosedUndisclosed50 - 249London, England
Services provided
20% Funding & Investment30% Business Valuation Services30% Financial Consulting +1 service20% Commercial FinancingMidsize Business Valuation Services company Raymond James Investment Services, is based in London, England. Their services include Business Valuation Services and Financial Consulting.
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UndisclosedUndisclosed1,000 - 9,999London, England
Services provided
10% Funding & Investment20% Business Valuation Services15% Commercial Brokerage Services +6 services15% Commercial Property Management10% Business Consulting10% Financial Advising & Planning10% Interior Design5% Architectural Design5% EngineeringCBRE UK is a Business Valuation Services company. They offer Business Valuation Services and Commercial Brokerage Services and are located in London, England.
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UndisclosedUndisclosed50 - 249London, England
Services provided
20% Funding & Investment30% Content Writing Services20% Accounting +2 services20% Corporate Training & Coaching10% Business ConsultingLaunched in 2010, GrantTree is a midsize London, England-based Content Writing Services company. Their team focuses on Content Writing Services and Corporate Training & Coaching.
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UndisclosedUndisclosed50 - 249Dallas, TX
Services provided
20% Funding & Investment40% Business Consulting20% Financial Consulting +2 services10% Commercial Financing10% Market ResearchLP Analyst is a Business Consulting company launched in 2011. The team specializes in Business Consulting and Funding & Investment.
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UndisclosedUndisclosed50 - 249Beachwood, OH
Services provided
20% Funding & Investment30% Business Consulting30% Financial Advising & Planning +1 service20% Financial ConsultingINSIGHT2PROFIT is a Business Consulting company. The firm is headquartered in Beachwood, Ohio and Chicago, Illinois. Their team specializes in Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Houston, TX
Services provided
20% Funding & Investment40% Financial Advising & Planning20% Accounting +1 service20% Business ConsultingBased in Houston, Texas, FCA Corp is a midsize Financial Advising & Planning company. The team offers Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
20% Funding & Investment20% Accounting20% Commercial Financing +2 services20% Financial Consulting20% Insurance Services & BrokersAtlantic Global Risk LLC is a Commercial Financing company. The Toronto, Canada-based company was launched in 2017. Their team offers Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Shanghai, China
Services provided
20% Funding & Investment20% Blockchain Marketing20% Executive Search +2 services20% Recruiting20% Recruitment Process OutsourcingJH Partners (Asia) is a Blockchain Marketing company. Founded in 2013, their team provides Blockchain Marketing and Executive Search.
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UndisclosedUndisclosed50 - 249Provo, UT
Services provided
20% Funding & Investment40% Financial Consulting20% Business Valuation Services +1 service20% Commercial Property ManagementPeak Capital Partners is a Financial Consulting company. Based in Provo, Utah, the agency was established in 2006. Their team provides Financial Consulting and Commercial Property Management.
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UndisclosedUndisclosed50 - 249Timonium, MD
Services provided
20% Funding & Investment40% Business Consulting20% HR Consulting +2 services10% Corporate Training & Coaching10% Executive SearchThink Consulting is a Business Consulting company. Founded in 2004, the team offers Business Consulting and HR Consulting.
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UndisclosedUndisclosed50 - 249Fairlawn, OH
Services provided
20% Funding & Investment40% Business Consulting30% HR Consulting +1 service10% Financial ConsultingRisk International, a Business Consulting company, was launched in 1986. The midsize team specializes in Business Consulting and HR Consulting.
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UndisclosedUndisclosed1,000 - 9,999Bonita Springs, FL
Services provided
10% Funding & Investment20% Back Office Outsourcing20% CRM Consulting and SI +3 services20% Robotics Process Automation20% Sales Outsourcing10% IT Strategy ConsultingEdenred Pay USA is a CRM consulting and SI company. Located in Bonita Springs, Florida and Secaucus, New Jersey, the agency offers CRM consulting and SI and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249Chico, CA
Services provided
20% Funding & Investment50% Application Testing20% Custom Software Development +1 service10% IoT DevelopmentShasta QA , an Application Testing company, was launched in 2002. The midsize team offers Application Testing and Custom Software Development.
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UndisclosedUndisclosed50 - 249Warren, MI
Services provided
20% Funding & Investment70% Financial Advising & Planning10% BlockchainFinancial Services of America is a Financial Advising & Planning company established in 1984. The team specializes in Financial Advising & Planning 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.
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
29.1/40.015.6/20 Reviews8.9/10 Clients & Experience4.6/10 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
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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