Top Investment Firms in the United States
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1,974 Companies
List of the Top United States Investment Management Firms
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$1,000+$200 - $300 / hr2 - 9Chicago, IL
Services provided
10% Funding & Investment50% Fractional CFO Services40% Business ConsultingSee all 13 projectssolve for (x), llc is a company that provides strategic financial and investment services, including market analysis, financial modeling, and securing funding. Reviewers consistently highlight the firm's expertise and professionalism, with 100% positive feedback emphasizing their effective project management and ability to enhance financial clarity and compliance, while also highlighting Stuart's exceptional communication and strategic input.
Industry Experience
Solve for (x), LLC demonstrates expertise across various industries, including Aviation (Airline/Food Services), Automotive, Non-Profit, Real Estate, Advertising & Marketing, Financial Services, Manufacturing, and Consumer Packaged Goods. The firm received positive feedback for their strategic consulting, branding, financial modeling, and project management capabilities. Clients appreciated their timely delivery, adaptability, and thorough understanding of industry-specific challenges. Overall sentiment is highly favorable, indicating strong potential for collaboration in diverse sectors.
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Food & Beverages Automotive Non-profit Real estate Advertising & marketing Financial services Manufacturing Consumer Products Other industriesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently commend Solve for (x), LLC for delivering exceptional value at competitive prices. Feedback highlights their ability to provide high-quality services within budget constraints, with one client noting, "pricing fit our budget" and "good value for cost." Another client emphasized, "outstanding service at a nonprofit rate." Overall sentiment reflects satisfaction with the cost-effectiveness of their solutions, as clients feel they receive excellent returns on their investments.Was this helpful?
More responsive than most other service providers
Get in Touchsolve for (x), llc is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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$25,000+Undisclosed2 - 9Brooklyn, NY
Services provided
30% Funding & Investment60% Commercial Development10% Financial Advising & PlanningSee all 1 projectsMortar Group is a real estate investment firm offering comprehensive investment services, as evidenced by their ability to deliver financial returns exceeding 25% over three years. All reviews reflect positive feedback, highlighting their excellent team and effective virtual communication, with 100% of reviewers praising their performance and indicating no areas for improvement.
1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent client feedback highlights Mortar Group's effectiveness in enhancing real estate return performance, achieving over 25% financial returns within three years. Clients praise the team's professionalism and communication, primarily through virtual meetings. The ongoing engagement since January 2026 reflects a strong partnership, with clients noting no areas for improvement. Overall sentiment is highly positive, emphasizing Mortar Group's capability and the quality of its personnel.Was this helpful?
Industry Experience
The Mortar Group has demonstrated significant expertise in the financial services industry, particularly in enhancing real estate return performance. Clients report impressive financial returns exceeding 25% over three years, highlighting the provider's strong impact and project management capabilities. Feedback emphasizes the professionalism and competence of their team, suggesting they are a strong fit for financial organizations seeking growth support and operational resources.
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Financial servicesWas this helpful?
Average Project Cost Breakdown
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Clients have expressed high satisfaction with Mortar Group's cost-effectiveness, highlighting a return on investment exceeding 25% within three years. One client noted their choice of Mortar Group over competitors due to proximity and found their services to deliver significant value without any identified areas for improvement. Overall sentiment reflects that the company provides exceptional value for money, making it a compelling option for prospective buyers.Was this helpful?
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$10,000+$200 - $300 / hr2 - 9Boston, MA
Services provided
10% Funding & Investment50% Business Consulting20% Business Valuation Services +2 services10% Commercial Financing10% Market ResearchSee all 5 projectsAryo Consulting Group is a consulting firm specializing in competitive analysis, market analysis, pricing strategy evaluation, and business growth strategies. The reviews indicate a 100% positive feedback rate, with clients praising their timeliness, responsiveness, proactive approach, and ability to deliver comprehensive and effective solutions. Notably, 100% of reviewers highlight the firm’s strategic insight and execution excellence.
Reviews mention Timely
Client feedback highlights Aryo Consulting Group's commitment to timeliness and responsiveness. One client noted their 'timely and responsive' approach, delivering comprehensive analyses quickly, while another emphasized their punctuality in meeting project milestones and deliverables. The CEO of a consumer products company praised their attention to detail and timely execution, stating that 'timeliness is very important to us and Aryo did nothing short of that.' Overall, sentiment regarding timeliness is overwhelmingly positive.-
Business Analysis for Water Treatment Solutions Provider
4.5 Feb 26, 2024Aryo delivered quickly and made multiple versions of their work until we felt it was responsive to our needs. They were timely and responsive.
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Business Services, Market Research & Mktg for Financial Co
5.0 Feb 13, 2024The team exhibited effective project management by delivering items on time and responding promptly to my needs. Their commitment to timeliness was evident in the punctual delivery of project milestones and deliverables, ensuring that deadlines were consistently met.
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Business & Financial Consulting for D2C Consumer Products Co
5.0 Feb 13, 2024Everything from the smallest PDF to the revamp of internal processes was done on time and with great attention to detail. Timeliness is very important to us and Aryo did nothing short of that!
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Industry Experience
Aryo Consulting Group has received positive feedback across diverse industries, including Financial Services, Consumer Products, and Other Industries. Clients commend their expertise in competitive analysis, market strategy development, and project management, noting timely delivery and a proactive approach. The Financial Services sector highlights effective marketing and pricing strategies, while feedback from Consumer Products emphasizes successful market expansion initiatives. Overall, Aryo Consulting Group is well-suited for businesses seeking growth and strategic insights across these industries.
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Other Industry Financial services Consumer ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Aryo Consulting Group's competitive pricing as a significant advantage, noting that their services provide excellent value for money. One client emphasized that Aryo's pricing fit their budget while delivering high-quality results, leading to improved pricing structures and increased profitability. Another client praised the firm's responsiveness and timely delivery, reinforcing their perception of good value. Overall, sentiment towards Aryo's cost and value proposition is highly positive, with clients expressing satisfaction and appreciation for the outcomes achieved.Was this helpful?
More responsive than most other service providers
Get in TouchAryo Consulting Group is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
45% Funding & Investment35% Financial Consulting15% Financial Advising & Planning +1 service5% Other MarketingSee all 22 projectsleadforce.info is a Funding and Investment service provider specializing in investor sourcing and capital raising. Reviews indicate mixed feedback, with 75% of clients appreciating their project management and personalized approach, while one client reported unmet deliverables. Their expertise in connecting startups with investors is notable, but results vary between projects.
Reviews mention Timely
leadforce.info has consistently received positive feedback regarding their timeliness in project management. Clients noted that deliverables were consistently provided on time, with one client emphasizing that leadforce.info was adaptable and responsive to their needs. Another client highlighted the efficiency of their communication, stating that leadforce.info's project management was excellent. Overall, the sentiment surrounding timeliness is very favorable, with no reported areas for improvement in this aspect.-
Email & Social Media Marketing for Job-Finding Company
4.5 Oct 11, 2024Describe their project management. Did they deliver items on time? How did they respond to your needs? On time and very attentive to our needs.
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Email Marketing & SMM for Fashion Company
4.0 Jun 20, 2024Describe their project management. Did they deliver items on time? How did they respond to your needs? On time, On Budget, High quality.
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SMM for VR Fitness Platform
5.0 May 3, 2023Describe their project management. Did they deliver items on time? How did they respond to your needs? They were timely in their deliveries, adaptable to what we needed and very responsive when small, quick adjustments needed to be made.
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Lead Generation for Construction Company
5.0 Mar 15, 2023Describe their project management. Did they deliver items on time? How did they respond to your needs? Yes, on time and within budget. What did you find most impressive or unique about this company? Their value for the price, efficiency, and timely delivery were impressive.
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Social Media Marketing for Drinks Agency
5.0 Jul 28, 2025Leadforce.info has been delivering on time. We communicate via email.
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2 of 2 reviews are 5 stars1 new review for Funding & Investment servicesLess than $10,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
leadforce.info has received positive feedback in recent client reviews, highlighting its effectiveness in sourcing investors and managing outreach. One client reported securing £250,000 from leads provided by leadforce.info, while another achieved a 25X return on investment through booked meetings facilitated by the team. Clients praised leadforce.info for excellent project management, clear communication, and timely delivery, with no noted areas for improvement.Was this helpful?
3 of 4 Funding & Investment reviews are 5 stars1 new review for Funding & Investment in past 6 monthsLess than $10,000 avg. project costRead 4 ReviewsFunding & Investment PROJECT HIGHLIGHT
Funding Services for Marketing Agency
5.0 — A marketing agency hired leadforce.info to provide investor search and funding services. The team was responsible for helping the client communicate with investors and secure funding. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
leadforce.info has received mixed feedback regarding its overall cost and value for money. Many clients praised its pricing as fitting their budget and providing good value, with one noting a 25X return on investment. However, some clients expressed dissatisfaction, stating that leadforce.info underdelivered on promises, particularly in arranging investor meetings. Overall, while several clients found the service effective and economical, others warned against investing due to unmet expectations.Was this helpful?
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
40% Funding & Investment50% Commercial Financing10% Financial ConsultingSee all 1 projectsDealPoint Merrill is a commercial real estate company with a strong focus on communication and marketing collaboration. The reviews highlight a successful partnership, with 100% of respondents praising their effective teamwork and the exceptional contributions of their communications director, Danielle. There are no suggested areas for improvement, indicating a high level of client satisfaction.
Industry Experience
DealPoint Merrill has demonstrated strong expertise in the real estate sector, particularly in commercial real estate. Feedback highlights their effective collaboration and communication skills, with Danielle being noted as a standout contributor in marketing and event management. The overall sentiment from industry partners is highly positive, emphasizing their capability to enhance trade show experiences and successful partnerships. Clients in the real estate industry can expect a dedicated and proficient team to support their project objectives.
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Real estateWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive DealPoint Merrill as providing excellent value for money, particularly highlighting their responsiveness and effective communication. One client noted the success of a collaborative event at the ICSC conference, crediting DealPoint Merrill for their support and teamwork. There were no mentions of dissatisfaction regarding costs, indicating a positive overall sentiment towards the company's pricing and value in delivering successful partnerships.Was this helpful?
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UndisclosedUndisclosed2 - 9Santa Monica, CA
Services provided
50% Funding & Investment50% Commercial FinancingSee all 1 projectsMandri Capital is a capital markets brokerage firm specializing in securing financing for real estate projects, including loans and equity investments. Approximately 100% of reviewers commend their exceptional project management and ability to deliver successful outcomes, with a 100% success rate in securing loans. Clients frequently praise their integrity, industry expertise, and strong network within the lending and investing community.
Industry Experience
Mandri Capital excels in the real estate industry, particularly in financing projects through loans and equity investments. Clients commend their integrity, high success rate, and effective project management, highlighting their ability to navigate complex financial requirements. The firm is viewed as a trusted partner, capable of securing various types of financing, including construction and permanent loans. Overall, they are highly regarded in the real estate sector, making them a reliable choice for clients in need of capital solutions.
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Real estateWas this helpful?
Average Project Cost Breakdown
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Clients express strong satisfaction with Mandri Capital's value for money, highlighting their high success rate in securing loans and the integrity of their service. One client noted a 100% success rate in obtaining financing, emphasizing the company's commitment and responsiveness to client needs. The overall sentiment reflects that Mandri Capital provides exceptional value, with clients feeling confident in referring others due to their trustworthy and effective approach.Was this helpful?
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$1,000+Undisclosed2 - 9Chicago Ridge, IL
Services provided
45% Funding & Investment45% Commercial Financing10% TruckingSee all 2 projectsHMD Financial is a commercial funding service specializing in invoice factoring to aid business growth. The company is praised for effective communication and smooth collaboration, with 100% of reviews highlighting their superb project management and customer service. Clients appreciate their ability to expand business portfolios and achieve future goals efficiently.
1 of 1 Funding & Investment reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewFunding & Investment PROJECT HIGHLIGHT
Invoice Factoring Services for Transportation Company
5.0 — HMD Financial provides invoice factoring services to a transportation company. Read moreWas this helpful?
Industry Experience
HMD Financial has received positive feedback primarily from the transportation industry, where they have assisted clients in invoice factoring to support business growth. Reviewers highlight their effective communication, superb project management, and ability to foster team dynamics, which resulted in measurable improvements and client satisfaction. The overall sentiment is highly favorable, indicating that HMD Financial is a strong match for transportation-related projects seeking reliable financial solutions.
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TransportationWas this helpful?
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Clients have expressed satisfaction with HMD Financial's pricing and overall value for money, noting exceptional service and effective communication. One client highlighted the company's superb project management and ability to exceed expectations, stating, "They performed with confidence and creativity." Overall sentiment suggests that clients feel they receive a strong return on investment, reinforcing HMD Financial's reputation as a reliable partner for achieving business growth.Was this helpful?
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
50% Funding & Investment50% BlockchainSee all 1 projectsTO Ventures is a versatile video production company specializing in video ads, photography, and graphic content. Their work has received overwhelmingly positive feedback, with a strong emphasis on creativity, flexibility, and meeting client needs. Approximately 90% of reviewers highlighted their professionalism and timely delivery, and 80% noted their ability to understand and execute the client's vision effectively.
Industry Experience
TO Ventures has demonstrated expertise primarily in the media industry, excelling in video production and editing for diverse projects such as promotional content for resorts and event highlights. Clients praise their strong creative vision, timely delivery, and adaptability to feedback. The overall sentiment reflects a high level of satisfaction, indicating that TO Ventures is particularly well-suited for media-focused projects that require engaging and visually appealing content.
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MediaWas this helpful?
Average Project Cost Breakdown
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Clients have generally expressed satisfaction with TO Ventures' pricing relative to the value received. One client noted that the team delivered high-quality video content while adhering to deadlines, which justified the investment. Another praised their flexibility and responsiveness, ensuring that project objectives were met without compromising quality. Overall, feedback indicates that TO Ventures offers competitive pricing, aligning well with the quality of their deliverables and client expectations.Was this helpful?
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$1,000+Undisclosed2 - 9New York, NY
Services provided
41% Funding & Investment36% Business Consulting23% Commercial FinancingSee all 2 projectsSimion Advisory is a financial services firm specializing in Funding and Investment, with a focus on creating investor-ready financial models and fundraising strategies. Reviews highlight their strong project management and sector expertise, with 100% positive feedback on their ability to deliver tailored, strategic insights. Clients appreciate their proactive communication and the ability to enhance capital allocation and investment approaches.
1 of 1 Funding & Investment reviews are 5 stars1 new review for Funding & Investment in past 6 months$10,000 – $49,000 avg. project costRead 1 ReviewFunding & Investment PROJECT HIGHLIGHT
Financial Modeling & Fundraising Support for Drone Company
5.0 — Simion Advisory provided financial modeling and fundraising support for a drone company. The work included conducting market and competitor analysis, designing a financial model, and creating a Read moreWas this helpful?
Industry Experience
Simion Advisory has demonstrated expertise in the GPS, Navigation & GIS sectors, particularly within high-tech drone applications focusing on LiDAR technology. Clients have praised their ability to create tailored financial models and effective fundraising strategies that resulted in improved profit margins and investor engagement. Overall sentiment is highly positive, with notable strengths in project management, communication, and industry-specific insights, making them a strong candidate for companies in agriculture, forestry, and infrastructure.
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GPS, Navigation & GISWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with the overall cost and value provided by Simion Advisory. One client noted that their 'pricing fit our budget' and highlighted the 'good value for cost' offered. Additionally, the firm delivered measurable outcomes, including an 18% increase in projected gross margins and a reduction in payback period from 36 to 24 months. Overall, the sentiment reflects a positive assessment of the company's pricing relative to the quality of service received.Was this helpful?
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UndisclosedUndisclosed10 - 49Columbia, MD
Services provided
25% Funding & Investment50% Accounting25% Commercial FinancingSee all 1 projectsBarney And Company is a firm specializing in estate planning and tax services. They are noted for their professionalism, reasonable pricing, and effective communication, with 100% of reviewers recommending their services for both personal and business needs. Clients appreciate their personable approach and timely execution, with no areas for improvement identified.
Industry Experience
Barney And Company has received positive feedback primarily from clients in the nonprofit sector, particularly emphasizing their expertise in estate planning and taxes. Clients appreciate their professional and timely service, alongside transparent billing practices. The overall sentiment is highly favorable, with clients noting the firm's personable approach and effective communication. This suggests that organizations in need of reliable financial and tax-related services may find Barney And Company to be a suitable partner.
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NonprofitWas this helpful?
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Clients have consistently noted that Barney And Company offers reasonable pricing and excellent value for money. One reviewer highlighted the firm's cost as 'very reasonable' with an 'upfront' billing structure that avoids surprises. Overall sentiment reflects satisfaction with both the quality of service and the affordability, leading clients to recommend the company for various needs, including estate planning and taxes.Was this helpful?
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$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Services provided
10% Funding & Investment20% ERP Consulting and SI15% Accounting +6 services15% IT Strategy Consulting10% Back Office Outsourcing10% Business Consulting10% Commercial Financing5% HR Consulting5% RecruitingSee all 2 projectsVargasAndrews is a strategic consulting firm specializing in business and digital transformation, CRM refinement, and executive recruitment. Reviewers highlight the company's responsiveness, expertise in evolving technology needs, and thorough project management. Clients appreciate their role in shaping company culture and providing strategic guidance, with 100% of reviews noting their value in facilitating organizational growth and transformation.
Reviews mention High-quality work
Clients consistently commend VargasAndrews for delivering high-quality work, noting their thoroughness and value in project execution. One client highlighted their effective recruitment strategy and proactive project management, emphasizing the team's commitment to their organizational culture. Another remarked on the company's high-touch communication and accountability in meeting timelines. Despite minor initial challenges, clients appreciate VargasAndrews' responsiveness to feedback and their ability to adapt, reinforcing an overall sentiment of satisfaction with the quality of service provided.-
Recruiting & Business Strategy for Automotive Battery Co.
5.0 Jan 8, 2021VargasAndrews has given us a lot of value. They’ve recruited five people to our team. Their team also helps with interviews for some of our analysts and back office team members in Manila. They’re very reasonably priced compared to the market. What’s more, they’re very thorough. VargasAndrews has been helpful in finding the right experts and partners for us. They do their due diligence and manage the project.
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Industry Experience
VargasAndrews demonstrates strong capabilities in the Information Technology and Automotive industries. Clients praise their responsiveness, expertise in digital transformations, and strategic recruitment efforts. In IT, they effectively refine CRM systems and facilitate organizational growth. In the Automotive sector, they support business and digital transformations, enhancing team dynamics and culture. Overall, their impact is marked by thorough project management and a commitment to client success, making them well-suited for companies undergoing significant changes.
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Information technology Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with VargasAndrews' pricing, noting it as reasonable compared to market standards. One client highlighted their thoroughness and value, stating they received significant return on a $270,000 investment. Overall sentiment indicates a strong sense of value for money, with clients appreciating the company's responsiveness and commitment to delivering high-quality results, despite some areas for improvement in project clarity and speed of execution.Was this helpful?
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$25,000+$25 - $49 / hr50 - 249Middletown, DE
Services provided
10% Funding & Investment30% Insurance Services & Brokers25% Financial Consulting +2 services20% Business Valuation Services15% Digital Asset ManagementSee all 9 projectsSertexity is an investment company specializing in automated trading solutions for cryptocurrency markets, excelling in risk management and yield monitoring. With 100% positive feedback, clients highlight their impressive AI automation and market-neutral strategies, although some suggest enhancing their reporting capabilities for better corporate investment analysis.
Reviews mention Timely
Clients have consistently praised Sertexity for their timely project management and responsiveness. One client highlighted that the integration process was completed promptly, while another noted they received account setup and platform access within the expected timeframe. Overall, the sentiment regarding timeliness is highly positive, with clients appreciating the organized approach and swift reactions to their needs, contributing to an efficient and satisfactory project experience.-
Crypto Trading Bots Dev for Food & Beverage Company
5.0 May 28, 2026They had a responsive project management approach. The integration process was completed timely, and they acted swiftly when reacting to our comments.
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3 of 4 reviews are 5 stars1 new review for Funding & Investment services$10,000 – $49,000 avg. project costRead 4 Recent ReviewsReviewed 4 times in the past 6 months
Sertexity has received positive feedback in recent reviews, highlighting their effective project management and responsive customer support. Clients praised their ability to deliver tailored solutions, such as website redesigns and automated trading platforms, which resulted in increased traffic, improved user engagement, and streamlined operations. Notably, one client appreciated the team's understanding of industry needs, while another emphasized the platform's user-friendliness. Minor suggestions for improvement included enhancing reporting features and providing more frequent performance updates.Was this helpful?
Industry Experience
Sertexity has demonstrated expertise primarily in the eCommerce, Franchise, and Financial Services industries. Clients in eCommerce praised their automated trading solutions that ensured consistent returns and responsive project management. Franchise owners highlighted the platform's user-friendliness, enhancing decision-making efficiency. In Financial Services, their robust data infrastructure and fast customer support were key strengths, ensuring minimal disruption during trading. Overall, feedback reflects a positive sentiment towards their capabilities across these industries, particularly for organizations seeking automated trading and data management solutions.
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eCommerce Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients appreciate Sertexity's pricing as fitting within their budgets, often highlighting it as a significant factor in their selection. One client specifically noted the 'good value for cost' and another mentioned that the pricing matched their budget. Overall, feedback indicates a strong sentiment of satisfaction regarding the company's cost-effectiveness, with the services provided delivering substantial value relative to their investment.Was this helpful?
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
50% Funding & Investment50% Commercial FinancingSee all 1 projectsBend Law Group is a legal firm specializing in company formation, intellectual property, and contract drafting. Overall, 100% of reviewers highlight their expertise in navigating complex legal requirements and their adaptability in communication, with a noted improvement from initial delays to 24-hour response times. One review praises their dedication to understanding long-term business implications, despite a minor issue with communication regarding staffing changes.
Industry Experience
Bend Law Group has demonstrated expertise in various industries, notably in online cremation services. Clients commend their proficiency in company formation, contract creation, and intellectual property guidance. Overall sentiment reflects a positive impact, particularly in navigating complex legal structures and ensuring long-term business success. The firm is recognized for its responsive communication and client-centered approach, making it suitable for startups and businesses seeking legal support in formation and compliance across diverse sectors.
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Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally view Bend Law Group as providing good value for money, particularly appreciating their flexible pricing structure of hourly rates and project quotes, which avoids the need for large retainers. One client noted spending around $20,000 for comprehensive services, highlighting that Bend Law Group exceeded initial expectations by offering additional support beyond company formation. However, some clients experienced communication delays early on, which were later addressed, indicating a commitment to improving client relations.Was this helpful?
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UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
50% Funding & Investment50% Commercial FinancingSee all 1 projectsBlakely Financial Services is a financial advisory firm specializing in investment management, wealth, and succession planning. Reviews highlight their strong reliability and understanding of client goals, with a 100% positive sentiment regarding their performance. Clients commend their impressive project management and responsive communication, and there are no noted areas for improvement.
Industry Experience
Blakely Financial Services has demonstrated expertise primarily in the IT Services sector, providing financial advisory, investment management, and tax mitigation strategies. Clients commend their reliability, effective communication, and impressive returns on investments. Overall, feedback from the IT Services industry reflects a strong sentiment of satisfaction, highlighting Blakely's strengths in wealth planning and personalized service, making them a suitable partner for businesses seeking financial guidance in this sector.
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IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with Blakely Financial Services' pricing structure, noting a reasonable investment of around $50,000 and an assessment fee of $600. The overall sentiment is positive, highlighting the strong return on investment and the company's reliability in delivering value. One client specifically mentioned that their investment portfolio is performing well, reinforcing the perception of good value for money. No significant concerns regarding pricing were raised.Was this helpful?
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$250,000+$300+ / hr10 - 49Mount Pleasant, SC
Services provided
15% Funding & Investment25% Commercial Brokerage Services25% Commercial Development +2 services25% Commercial Property Management10% Commercial FinancingWRS Inc. Real Estate Investments, a Commercial Brokerage Services company, was established in 2001. The firm provides Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed250 - 999Kalispell, MT
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Mann Mortgage was established in 1989. The team specializes in Commercial Financing and Funding & Investment.
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$250,000+Undisclosed10 - 49Los Angeles, CA
Services provided
25% Funding & Investment75% Commercial FinancingSolganick & Co. Is a Commercial Financing company established in 2009. Their team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Norcross, GA
Services provided
60% Funding & Investment40% Commercial Property ManagementLocated in Norcross, Georgia, Greenleaf Management is a Funding & Investment company. They offer Funding & Investment and Commercial Property Management.
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UndisclosedUndisclosed50 - 249Newtown, PA
Services provided
50% Funding & Investment50% Commercial FinancingFast Capital 360 is a Commercial Financing and Funding & Investment company. Headquartered in Newtown, Pennsylvania, the agency focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Edina, MN
Services provided
95% Funding & Investment5% Commercial FinancingFunding & Investment company Scale Funding offers Funding & Investment and Commercial Financing. They were launched in 1994.
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UndisclosedUndisclosed50 - 249Whittier, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company First Pacific Bank was founded in 2006. The midsize team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249El Segundo, CA
Services provided
80% Funding & Investment20% Litigation Support ServicesIn El Segundo, California, Rockpoint Legal Funding is a Funding & Investment company. Founded in 2010, the team focuses on Funding & Investment and Litigation Support Services.
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$5,000+$25 - $49 / hr10 - 49Lafayette, IN
Services provided
50% Funding & Investment50% Commercial FinancingChampion Cash Loans is a small Commercial Financing and Funding & Investment company established in 2006. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
50% Funding & Investment50% Commercial FinancingGriffin Funding, a Commercial Financing and Funding & Investment company, focuses on Commercial Financing and Funding & Investment. The agency is based in San Diego, California.
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$100,000+Undisclosed250 - 999Cottonwood Heights, UT
Services provided
50% Funding & Investment50% Commercial FinancingEquipment Leases Inc. Is a midsize Cottonwood Heights, Utah-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment.
Read moreMore responsive than most other service providers
Get in TouchEquipment Leases Inc. is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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UndisclosedUndisclosed250 - 999East Wenatchee, WA
Services provided
33% Funding & Investment34% Finance & Accounting Outsourcing (FAO)33% AccountingBizBooksAdvice, a midsize Finance & Accounting Outsourcing (FAO) company, is located in East Wenatchee, Washington. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed1,000 - 9,999Baltimore, MD
Services provided
50% Funding & Investment50% Financial Advising & PlanningFounded in 2007, Passive Capital Managament is a Financial Advising & Planning and Funding & Investment company. The company provides Financial Advising & Planning and Funding & Investment.
Read moreBaltimore,
2650 Quarry Lake
Baltimore, 21209501 - 750
13154783130
See All Locations (2)Baltimore, MD
2650 Quarry Lake Drive
Baltimore, MD 21208201 - 250
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Undisclosed$200 - $300 / hr2 - 9Palm Beach Gardens, FL
Services provided
50% Funding & Investment50% Commercial FinancingTeam Kat & Mouse is a Commercial Financing and Funding & Investment company. Their team is in Palm Beach Gardens, Florida and focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
75% Funding & Investment20% Business Consulting5% Financial ConsultingBased in San Francisco, California, Global Financial Consultants is a Funding & Investment company. Their services include Funding & Investment and Business Consulting.
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$1,000+< $25 / hr10 - 49Miami, FL
Services provided
100% Funding & InvestmentAbsolute Advisors, a Funding & Investment company, was launched in 2021. The small team specializes in Funding & Investment.
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$1,000+$100 - $149 / hr10 - 49Dover, DE
Services provided
60% Funding & Investment20% Business Consulting5% Business Valuation Services +3 services5% Corporate Law5% Recruitment Process Outsourcing5% StaffingFunding & Investment company The Venture Growth Hub is based in Dover, Delaware and Vaduz, Liechtenstein. Launched in 2023, the team specializes in Funding & Investment and Business Consulting.
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UndisclosedUndisclosed10 - 49Capitola, CA
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Altoma Real Estate Advisors, Inc. Is headquartered in Capitola, California. They specialize in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Wauwatosa, WI
Services provided
20% Funding & Investment35% Commercial Development30% Commercial Property Management +1 service15% Commercial FinancingCommercial Development company Wangard Partners offers Commercial Development and Commercial Property Management. They are located in Wauwatosa, Wisconsin.
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UndisclosedUndisclosed10 - 49Montgomery, NJ
Services provided
50% Funding & Investment50% Commercial Financing1435 Capital is a small Commercial Financing and Funding & Investment company. Founded in 2021, the team specializes in Commercial Financing and Funding & Investment.
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$25,000+$25 - $49 / hr10 - 49Austin, TX
Services provided
65% Funding & Investment35% Insurance Services & BrokersIn Austin, Texas, Park Place Finance LLC is a Funding & Investment company. The team offers Funding & Investment and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
100% Funding & InvestmentSWISH FUNDING, LLC is a small Funding & Investment company founded in 2021. Their services include Funding & Investment.
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UndisclosedUndisclosed50 - 249Miami, FL
Services provided
100% Funding & InvestmentNurp is a midsize Funding & Investment company. They offer Funding & Investment and were established in 2023.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
45% Funding & Investment40% Immigration Law15% Financial Advising & PlanningEB-5 Choice is a Funding & Investment company. The San Francisco, California-based agency was launched in 2023. Their team focuses on Funding & Investment and Immigration Law.
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UndisclosedUndisclosed250 - 999Oakbrook Terrace, IL
Services provided
25% Funding & Investment25% Finance & Accounting Outsourcing (FAO)25% Financial Advising & Planning +1 service25% Financial ConsultingGoldstone Financial Group is a Finance & Accounting Outsourcing (FAO) company. Founded in 2008, the firm offers Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Darien, CT
Services provided
50% Funding & Investment50% Financial ConsultingFounded in 2024, Startup Fundraising is a small Funding & Investment and Financial Consulting company. Their services include Funding & Investment and Financial Consulting.
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$1,000+$100 - $149 / hr2 - 9New York, NY
Services provided
50% Funding & Investment50% Commercial FinancingEstablished in 2023, Tialma is a Commercial Financing and Funding & Investment company. Headquartered in New York, New York, the team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Overland Park, KS
Services provided
50% Funding & Investment50% Commercial FinancingPLEX Capital LLC is a Commercial Financing and Funding & Investment company launched in 2019. The company offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49West Dundee, IL
Services provided
100% Funding & InvestmentPreferred Funding Group is a Funding & Investment company. The team is based in West Dundee, Illinois, and their services include Funding & Investment.
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UndisclosedUndisclosed10 - 49Cedar Park, TX
Services provided
100% Funding & InvestmentFunding & Investment company Capstone Capital Partners (Investing) was launched in 2012. The team focuses on Funding & Investment.
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UndisclosedUndisclosed10 - 49Keller, TX
Services provided
50% Funding & Investment50% Financial Advising & PlanningCapitalConnect, a Financial Advising & Planning and Funding & Investment company, offers Financial Advising & Planning and Funding & Investment. The firm is in Keller, Texas.
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$250,000+Undisclosed1,000 - 9,999Chicago, IL
Services provided
10% Funding & Investment75% Commercial Brokerage Services10% Commercial Development +1 service5% Commercial Property ManagementKeller Williams Commercial is a Chicago, Illinois-based Commercial Brokerage Services company. They focus on Commercial Brokerage Services and Commercial Development and were launched in 1983.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
15% Funding & Investment25% Accounting25% Finance & Accounting Outsourcing (FAO) +2 services25% Financial Advising & Planning10% Commercial FinancingEstablished in 2007, Finsmart Accounting is a small New York, New York-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$10,000+Undisclosed2 - 9Sheridan, WY
Services provided
45% Funding & Investment20% Commercial Financing15% Financial Consulting +3 services10% Business Consulting5% Finance & Accounting Outsourcing (FAO)5% Fractional CFO ServicesGHC Funding, a Funding & Investment company, is in Sheridan, Wyoming. They specialize in Funding & Investment and Commercial Financing and were established in 2020.
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UndisclosedUndisclosed2 - 9Coral Gables, FL
Services provided
50% Funding & Investment50% Commercial FinancingNegocios en Florida, a Commercial Financing and Funding & Investment company, is headquartered in Coral Gables, Florida. Their services include Commercial Financing and Funding & Investment.
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$100,000+Undisclosed2 - 9North Miami Beach, FL
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Hard Money Lenders IO offers Commercial Financing and Funding & Investment. They are located in North Miami Beach, Florida.
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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.
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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 14 United States Investment Management Firms
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$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
27.5/40.016.4/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
45% Funding & Investment55% Other -
$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 - 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 -
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 -
$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 -
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 -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
22.7/40.015.6/20 Reviews3.4/10 Clients & Experience3.7/10 Market PresenceService focus
10% Funding & Investment90% Other -
$25,000+$25 - $49 / hr50 - 249Middletown, DE
Ability to deliver
21/40.017/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed2 - 9San Francisco, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Stockton, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
$250,000+$300+ / hr10 - 49Mount Pleasant, SC
Ability to deliver
14.1/40.00/20 Reviews10/10 Clients & Experience4.1/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed250 - 999Kalispell, MT
Ability to deliver
7.2/40.00/20 Reviews0/10 Clients & Experience7.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
$250,000+Undisclosed10 - 49Los Angeles, CA
Ability to deliver
10.8/40.00/20 Reviews3.7/10 Clients & Experience7.1/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed50 - 249Norcross, GA
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
60% Funding & Investment40% Other -
UndisclosedUndisclosed50 - 249Newtown, PA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Edina, MN
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
95% Funding & Investment5% Other -
UndisclosedUndisclosed50 - 249Whittier, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249El Segundo, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
80% Funding & Investment20% Other -
$5,000+$25 - $49 / hr10 - 49Lafayette, IN
Ability to deliver
6.7/40.00/20 Reviews0/10 Clients & Experience6.7/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
6.6/40.00/20 Reviews0/10 Clients & Experience6.6/10 Market PresenceService focus
50% Funding & Investment50% Other -
$100,000+Undisclosed250 - 999Cottonwood Heights, UT
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed250 - 999East Wenatchee, WA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
33% Funding & Investment67% Other -
UndisclosedUndisclosed1,000 - 9,999Baltimore, MD
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
Undisclosed$200 - $300 / hr2 - 9Palm Beach Gardens, FL
Ability to deliver
6.9/40.00/20 Reviews1.8/10 Clients & Experience5.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
75% Funding & Investment25% Other
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