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UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company Hauser Private Equity was founded in 2008. The agency specializes in Financial Advising & Planning and Commercial Financing, and is small.
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UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingQueen City Capital Management, LLC is a Financial Advising & Planning company headquartered in Cincinnati, Ohio. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Chagrin Falls, OH
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingThe REvision Group is a Financial Advising & Planning company launched in 2010. Headquartered in Chagrin Falls, Ohio, the team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSquare Deal Investments is a small Oklahoma City, Oklahoma-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingLaunched in 2012, Crowne Equity Partners, LLC is a Financial Advising & Planning company. The agency focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Camas, WA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company CH Capital Partners, LLC was launched in 2006. The team offers Financial Advising & Planning and Commercial Financing and is in Camas, Washington.
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UndisclosedUndisclosed2 - 9Eugene, OR
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company Cetan Funds specializes in Financial Advising & Planning and Commercial Financing. They were established in 2017.
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UndisclosedUndisclosed2 - 9Allentown, PA
Services provided
25% Funding & Investment25% Commercial Financing20% Commercial Property Management +3 services10% Architectural Design10% Commercial Brokerage Services10% Commercial DevelopmentLaunched in 2022, Hamilton Street Capital is a small Commercial Financing company. Their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9
Services provided
25% Funding & Investment25% Business Consulting25% Commercial Financing +1 service25% Financial ConsultingFounded in 1996, H. Katz Capital Group is a small Southampton, Massachusetts-based Business Consulting company. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingStone Pier Capital Advisors, a Financial Advising & Planning company, was founded in 2012. They offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Charleston, SC
Services provided
25% Funding & Investment40% Financial Consulting25% Commercial Financing +1 service10% Business ConsultingThe Capital Solutions Group, LLC.. Is a Financial Consulting company based in Charleston, South Carolina. Launched in 2009, the team offers Financial Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Sioux Falls, SD
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingMcGowan Capital Group is a small Financial Advising & Planning company headquartered in Sioux Falls, South Dakota. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Nashville, TN
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingEstablished in 2009, HMS Capital Management, LLC is a Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Nashville, TN
Services provided
25% Funding & Investment50% Insurance Services & Brokers25% Commercial FinancingREIT Investment Group, LLC is an Insurance Services & Brokers company based in Nashville, Tennessee. They specialize in Insurance Services & Brokers and Commercial Financing.
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UndisclosedUndisclosed2 - 9Memphis, TN
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingSilverleafe Capital Partners, LLC is a Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing and are based in Memphis, Tennessee.
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UndisclosedUndisclosed2 - 9Memphis, TN
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingPreserverPartners, LLC is a small Financial Advising & Planning company in Memphis, Tennessee. The team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Memphis, TN
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingWolf River Capital Management is a small Memphis, Tennessee-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingFourBridges Capital Advisors is a small Financial Advising & Planning company established in 2007. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
25% Funding & Investment25% Commercial Financing20% Business Valuation Services +3 services10% Business Consulting10% Financial Consulting10% Marketing StrategyMason Bridge is a small Commercial Financing company in Dallas, Texas. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Spring, TX
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingGreen River Equity Group is a Financial Advising & Planning company. The agency is headquartered in Spring, Texas. Their team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Boston, MA
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Business Valuation ServicesNewbury Piret is a small Boston, Massachusetts-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
25% Funding & Investment50% Business Valuation Services25% Financial Advising & PlanningPendo Advisors, LLC is a Business Valuation Services company established in 2009. The small team provides Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
25% Funding & Investment25% Accounting25% Business Valuation Services +1 service25% Insurance Services & BrokersKenilworth Global Fin Advisors, an Accounting company, was established in 2014. The team focuses on Accounting and Insurance Services & Brokers and is located in Chicago, Illinois and Kampala,
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UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
25% Funding & Investment25% Accounting25% Business Valuation Services +1 service25% Financial Advising & PlanningWalnut Hill Advisors is an Accounting company. Their small team is based in Omaha, Nebraska and Bellevue, Nebraska. Their team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Parramatta, Australia
Services provided
25% Funding & Investment25% Accounting25% Business Valuation Services +1 service25% Financial Advising & PlanningLETAX GROUP CPAs & Advisors is an Accounting company. They specialize in Accounting and Financial Advising & Planning and were established in 2014.
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UndisclosedUndisclosed2 - 9
Services provided
25% Funding & Investment25% Accounting25% Business Consulting +1 service25% IT Managed ServicesHead Office Corporate Services is an IT managed services company. They are headquartered in Grande Prairie, Canada and have small team. They provide IT managed services and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
25% Funding & Investment25% Back Office Outsourcing25% Call Center Services +1 service25% Financial Advising & PlanningPro Collections Limited is a small Toronto, Canada-based call center. Their services include Call Center Services and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Leduc, Canada
Services provided
25% Funding & Investment50% Accounting25% RecruitingAccounting company King Business Solutions was established in 2010. The firm provides Accounting and Recruiting, and is small.
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UndisclosedUndisclosed2 - 9Burnaby, Canada
Services provided
25% Funding & Investment50% Accounting25% Fractional CFO ServicesDW & Associates, an Accounting company, is based in Burnaby, Canada. The team offers Accounting and Fractional CFO Services.
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
25% Funding & Investment50% Commercial Financing25% Business ConsultingKratos Capital is a small Commercial Financing company launched in 2003. Their team offers Commercial Financing and Business Consulting.
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UndisclosedUndisclosed2 - 9Manhattan Beach, CA
Services provided
25% Funding & Investment50% Business Consulting25% Financial Advising & PlanningECHELON Partners is a Business Consulting company in Manhattan Beach, California. They offer Business Consulting and Financial Advising & Planning and were founded in 2001.
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UndisclosedUndisclosed2 - 9Bossier City, LA
Services provided
25% Funding & Investment50% Business Consulting25% Commercial FinancingGrind Enterprises is a Business Consulting company. Founded in 2017, the agency is based in Bossier City, Louisiana. Their team provides Business Consulting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Sao Paulo, Brazil
Services provided
20% Funding & Investment30% Financial Consulting20% Commercial Financing +2 services20% Financial Advising & Planning10% Business ConsultingOlimpia Partners is a Financial Consulting company. The Sao Paulo, Brazil-based company was established in 2009. Their services include Financial Consulting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Sao Paulo, Brazil
Services provided
20% Funding & Investment30% Financial Advising & Planning20% Commercial Financing +2 services20% Financial Consulting10% Business ConsultingRise Ventures is a Financial Advising & Planning company. In Sao Paulo, Brazil, the agency was established in 2016. Their team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Madhapur, India
Services provided
20% Funding & Investment40% Financial Advising & Planning20% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingFinvista is a Financial Advising & Planning company headquartered in Madhapur, India and Bengaluru, India. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49
Services provided
20% Funding & Investment45% Financial Advising & Planning25% Commercial Financing +1 service10% Financial ConsultingAldukheil Financial Group - مجموعة الدخيل المالية is a Financial Advising & Planning company. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
20% Funding & Investment30% Accounting30% Financial Advising & Planning +1 service20% Commercial FinancingAccounting company Sheridan Capital Partners was launched in 2012. The team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Wellesley, MA
Services provided
20% Funding & Investment30% Accounting30% Financial Advising & Planning +1 service20% Commercial FinancingGemini Investors is a small Accounting company. They focus on Accounting and Financial Advising & Planning and were established in 1993.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
20% Funding & Investment20% Commercial Development20% Commercial Financing +3 services20% Financial Advising & Planning10% Business Consulting10% Financial ConsultingLaunched in 2018, New Land Capital is a Commercial Development company. The agency focuses on Commercial Development and Commercial Financing, and is small.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
20% Funding & Investment60% Financial Advising & Planning20% Commercial FinancingFinancial Advising & Planning company Lyrical Asset Management is based in New York, New York. Founded in 2008, the team focuses on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Wayne, PA
Services provided
20% Funding & Investment20% Commercial Financing20% Financial Advising & Planning +3 services20% Insurance Services & Brokers10% Business Consulting10% Financial ConsultingAlden Investment Group is a Commercial Financing company. Established in 1995, the agency is in Wayne, Pennsylvania. Their team specializes in Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Greenville, SC
Services provided
20% Funding & Investment40% Financial Advising & Planning20% Commercial Financing +2 services10% Business Consulting10% Financial ConsultingGreenwood Capital is a Financial Advising & Planning company launched in 1983. The firm provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Petaluma, CA
Services provided
20% Funding & Investment80% Business Valuation ServicesExit Strategies Group, Inc. Is a Petaluma, California-based Business Valuation Services company. They offer Business Valuation Services and Funding & Investment and were founded in 2002.
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UndisclosedUndisclosed10 - 49Abbotsford, Canada
Services provided
20% Funding & Investment40% Business Valuation Services20% Business Consulting +1 service20% Commercial FinancingPavilion Business Services is a Business Valuation Services company. They focus on Business Valuation Services and Business Consulting and were launched in 1967.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
20% Funding & Investment80% Business Valuation ServicesWindsor Capital, LLC is a small Los Angeles, California-based Business Valuation Services company. Their services include Business Valuation Services and Funding & Investment.
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UndisclosedUndisclosed10 - 49Houston, TX
Services provided
20% Funding & Investment30% Financial Advising & Planning25% Business Consulting +1 service25% Business Valuation ServicesRoyal Eagle Capital Partners is a small Houston, Texas-based Financial Advising & Planning company. The team provides Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49London, England
Services provided
20% Funding & Investment20% Business Consulting20% Business Valuation Services +2 services20% Digital Strategy20% Marketing StrategyAccellency is a Marketing Strategy company. Their small team is based in London, England and Paris, France and focuses on Marketing Strategy and Digital Strategy. The company was launched in 2015.
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UndisclosedUndisclosed10 - 49London, England
Services provided
20% Funding & Investment30% Business Valuation Services20% Business Consulting +2 services20% Financial Consulting10% Commercial FinancingBusiness Valuation International Ltd is a Business Valuation Services company. The London, England-based team focuses on Business Valuation Services and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
Services provided
20% Funding & Investment20% Business Valuation Services20% Commercial Financing +3 services20% Financial Consulting10% Financial Advising & Planning10% Market ResearchLaunched in 1997, Wilson Asset Management is a Commercial Financing company. The small team offers Commercial Financing and Business Valuation Services.
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UndisclosedUndisclosed10 - 49London, England
Services provided
20% Funding & Investment40% Content Writing Services20% Business Consulting +1 service20% Commercial Property ManagementFounded in 2011, Sustainable Ventures is a Content Writing Services company. The small team offers Content Writing Services and Business Consulting.
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Focus (x-axis)
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Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
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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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
26.7/40.016.2/20 Reviews4.5/10 Clients & Experience6/10 Market PresenceService focus
100% Funding & Investment -
$1,000+$200 - $300 / hr2 - 9Chicago, IL
Ability to deliver
30.9/40.017/20 Reviews8.6/10 Clients & Experience5.4/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
26.7/40.015.6/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
45% Funding & Investment55% Other -
$1,000+$100 - $149 / hr10 - 49London, England
Ability to deliver
29.2/40.016.6/20 Reviews3/10 Clients & Experience9.6/10 Market PresenceService focus
20% Funding & Investment80% Other -
$5,000+$150 - $199 / hr10 - 49Tallinn, Estonia
Ability to deliver
29.7/40.018/20 Reviews6.1/10 Clients & Experience5.6/10 Market PresenceService focus
15% Funding & Investment85% Other -
$25,000+Undisclosed10 - 49
Ability to deliver
28.1/40.015.2/20 Reviews8.9/10 Clients & Experience4/10 Market PresenceService focus
20% Funding & Investment80% Other -
$5,000+Undisclosed50 - 249Tallinn, Estonia
Ability to deliver
29/40.016.6/20 Reviews7.5/10 Clients & Experience4.9/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
27.7/40.017/20 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
25.3/40.017.2/20 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
21.8/40.016.4/20 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 -
$1,000+$100 - $149 / hr2 - 9Berlin, Germany
Ability to deliver
20.4/40.016.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
70% Funding & Investment30% 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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