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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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$5,000+Undisclosed2 - 9Saint Paul, MN
Services provided
25% Funding & Investment25% Business Consulting20% AI Consulting +2 services20% Market Research10% Marketing StrategyReciprocity ROI LLC is a Business Consulting company. The Saint Paul, Minnesota-based team offers Business Consulting and Funding & Investment.
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$1,000+$100 - $149 / hr2 - 9
Services provided
25% Funding & Investment25% Accounting25% Financial Advising & Planning +1 service25% Financial ConsultingHeadquartered in New Delhi, India, Alamak Capital Advisors P Ltd is a small Accounting company. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
Services provided
25% Funding & Investment25% Accounting25% Business Consulting +1 service25% Real Estate LawLaw Council Group is a Business Consulting company launched in 2020. The team focuses on Business Consulting and Accounting.
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$1,000+$300+ / hr2 - 9
Services provided
25% Funding & Investment25% Corporate Law25% Internet & Technology Law +1 service25% Real Estate LawSoliman's Advocates is a Corporate Law company. Their team is headquartered in Cairo, Egypt and London, England. The company offers Corporate Law and Internet & Technology Law.
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UndisclosedUndisclosed2 - 9
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Insurance Services & BrokersKredit4all, a Financial Advising & Planning company, was founded in 2024. The agency provides Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+$25 - $49 / hr2 - 9London, England
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Financial ConsultingForex Bank Signals, a Financial Advising & Planning company, was launched in 2019. Based in London, England, the team focuses on Financial Advising & Planning and Funding & Investment.
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Undisclosed$50 - $99 / hr2 - 9
Services provided
25% Funding & Investment25% AI Development25% Call Center Services +1 service25% LogoMVPfy is a Logo company located in. They specialize in Logo and Artificial Intelligence.
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$50,000+$300+ / hr2 - 9
Services provided
25% Funding & Investment75% Financial Advising & PlanningGunter Wealth is a Financial Advising & Planning company. In London, England, the firm was launched in 2023. Their team focuses on Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
25% Funding & Investment25% Accounting25% Financial Advising & Planning +1 service25% Financial ConsultingExcellent Accountants is a small Accounting company launched in 2017. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Austin, TX
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Financial ConsultingLaunched in 2020, Home Financing Direct is a small Austin, Texas-based Financial Advising & Planning company. Their team focuses on Financial Advising & Planning and Funding & Investment.
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$250,000+$300+ / hr2 - 9Ottawa, Canada
Services provided
25% Funding & Investment60% Financial Advising & Planning15% Business ConsultingLaunched in 2023, Irimia Partners is a small Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Funding & Investment.
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$1,000+< $25 / hr2 - 9
Services provided
25% Funding & Investment25% Business Consulting25% Commercial Financing +1 service25% Financial ConsultingVeridian is a Business Consulting company headquartered in Gibraltar, Gibraltar. Their services include Business Consulting and Commercial Financing.
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$5,000+$100 - $149 / hr2 - 9
Services provided
25% Funding & Investment25% Business Consulting25% Digital Asset Management +1 service25% Financial ConsultingUnbiased Alpha GmbH is a Business Consulting company. The team provides Business Consulting and Digital Asset Management and is located in Zug, Switzerland.
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$50,000+Undisclosed2 - 9
Services provided
25% Funding & Investment25% Business Consulting25% Financial Advising & Planning +1 service25% Financial ConsultingODAS GLOBAL CONSULTING LTD, a Business Consulting company, is headquartered in London, England. They offer Business Consulting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9
Services provided
25% Funding & Investment25% Commercial Financing25% Financial Advising & Planning +1 service25% Insurance Services & BrokersPetradata is a Commercial Financing company launched in 2024. The company provides Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
Services provided
25% Funding & Investment25% Accounting25% Financial Advising & Planning +1 service25% Financial ConsultingAccurate Advisory Group is a small Accounting company in Wesley Chapel, Florida. Their services include Accounting and Financial Advising & Planning.
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Undisclosed$300+ / hr2 - 9Atlanta, GA
Services provided
25% Funding & Investment25% Financial Advising & Planning25% Financial Consulting +1 service25% Insurance Services & BrokersEmergent Financial Group, a Financial Advising & Planning company, specialize in Financial Advising & Planning and Insurance Services & Brokers. They were launched in 2021.
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$250,000+$200 - $300 / hr2 - 9
Services provided
25% Funding & Investment25% Commercial Development25% Commercial Property Management +1 service25% IT Strategy ConsultingSmall Funding & Investment company Agri Property Consultancy SA, is located in Hoogstraten, Belgium. The team provides Funding & Investment and IT strategy consulting.
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$250,000+$300+ / hr2 - 9London, England
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Financial ConsultingMitro Capital is a Financial Advising & Planning company located in London, England. They specialize in Financial Advising & Planning and Funding & Investment.
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$75,000+< $25 / hr2 - 9
Services provided
25% Funding & Investment25% Financial Advising & Planning25% Financial Consulting +1 service25% Market ResearchWealthPro Investment Consultant LLC is a Market Research company. The Dubai, United Arab Emirates-based agency focuses on Market Research and Financial Advising & Planning.
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$1,000+$200 - $300 / hr2 - 9Dover, DE
Services provided
25% Funding & Investment25% Business Consulting25% Real Estate Law +1 service25% Tax LawNonresident Investor is a Business Consulting company. Based in Dover, Delaware, the company was launched in 2022. Their team focuses on Business Consulting and Funding & Investment.
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$10,000+Undisclosed2 - 9Sydney, Australia
Services provided
25% Funding & Investment25% Commercial Financing25% Financial Advising & Planning +1 service25% Financial ConsultingCoterie Capital is a Funding & Investment company founded in 2020. The team provides Funding & Investment and Financial Consulting and is in Sydney, Australia.
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$250,000+Undisclosed2 - 9
Services provided
25% Funding & Investment50% Commercial Financing25% Financial ConsultingCommercial Financing company Brookmont Capital Ventures is headquartered in Washington, District of Columbia. Their services include Commercial Financing and Funding & Investment.
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$5,000+$150 - $199 / hr2 - 9Barcelona, Spain
Services provided
25% Funding & Investment30% Financial Advising & Planning25% Financial Consulting +2 services15% Business Consulting5% Finance Law231 Madison is a Barcelona, Spain-based Financial Advising & Planning company. They specialize in Financial Advising & Planning and Funding & Investment and were launched in 2022.
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UndisclosedUndisclosed2 - 9
Services provided
25% Funding & Investment25% Business Consulting25% Commercial Financing +1 service25% Corporate Training & CoachingPeer50 is a Business Consulting company. Their small team is headquartered in Chicago, Illinois. Their services include Business Consulting and Corporate Training & Coaching.
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$25,000+Undisclosed2 - 9London, England
Services provided
25% Funding & Investment40% Business Consulting25% Compliance Consulting +1 service10% Business Continuity ManagementMarentis Labs Ltd is a Business Consulting company. The agency is based in London, England. Their team offers Business Consulting and Compliance Consulting.
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$100,000+$300+ / hr2 - 9
Services provided
25% Funding & Investment25% Commercial Financing25% Digital Asset Management +1 service25% Financial ConsultingCommercial Financing company AltFunds Global was founded in 2019. The team offers Commercial Financing and Digital Asset Management.
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UndisclosedUndisclosed2 - 9
Services provided
25% Funding & Investment25% Business Consulting25% Business Valuation Services +3 services10% Financial Consulting10% Product Design5% IT Strategy ConsultingPitchsap, a Business Consulting company, was launched in 2026. The small team offers Business Consulting and Business Valuation Services.
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$1,000+Undisclosed2 - 9Edmonton, Canada
Services provided
25% Funding & Investment25% Business Consulting25% Compliance Consulting +1 service25% Finance & Accounting Outsourcing (FAO)Oak Reserve Planning, a Compliance Consulting company, was founded in 2025. The team focuses on Compliance Consulting and Finance & Accounting Outsourcing (FAO) and is in Edmonton, Canada.
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$100,000+Undisclosed2 - 9Dover, DE
Services provided
25% Funding & Investment50% Commercial Financing25% Financial ConsultingBased in Dover, Delaware, Cenet Capital Inc is a Commercial Financing company. They provide Commercial Financing and Financial Consulting.
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$5,000+$150 - $199 / hr2 - 9Sharjah, United Arab Emirates
Services provided
25% Funding & Investment25% Business Consulting25% Business Valuation Services +1 service25% Financial ConsultingNuvantta Strategic Consultants FZE, a Business Valuation Services company, is headquartered in Sharjah, United Arab Emirates. They specialize in Business Valuation Services and Financial Consulting.
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UndisclosedUndisclosed2 - 9Surat, India
Services provided
25% Funding & Investment25% Financial Advising & Planning25% Financial Consulting +1 service25% Insurance Services & BrokersDeo CAPITAL is a Financial Advising & Planning company founded in 2026. Their team specializes in Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosedFreelancer
Services provided
35% Funding & Investment35% Financial Advising & Planning30% Insurance Services & BrokersThree Capes Finance - Mortgage Broker Hobart is a Financial Advising & Planning company launched in 2020. The team specializes in Financial Advising & Planning and Funding & Investment.
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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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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
30.3/40.016.2/20 Reviews9.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
26.9/40.015.8/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
45% Funding & Investment55% Other -
$1,000+$200 - $300 / hr2 - 9Chicago, IL
Ability to deliver
29.8/40.017/20 Reviews8.6/10 Clients & Experience4.2/10 Market PresenceService focus
10% Funding & Investment90% 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 -
$5,000+$150 - $199 / hr10 - 49Tallinn, Estonia
Ability to deliver
28.6/40.017.8/20 Reviews6.1/10 Clients & Experience4.7/10 Market PresenceService focus
15% Funding & Investment85% Other -
$25,000+$100 - $149 / hr50 - 249Alexandria, VA
Ability to deliver
24.1/40.016.6/20 Reviews1.5/10 Clients & Experience6/10 Market PresenceService focus
35% Funding & Investment65% Other -
$50,000+$150 - $199 / hr10 - 49Calgary, Canada
Ability to deliver
24.9/40.016.2/20 Reviews5/10 Clients & Experience3.7/10 Market PresenceService focus
30% Funding & Investment70% Other -
$25,000+Undisclosed10 - 49
Ability to deliver
25.9/40.017/20 Reviews8.9/10 Clients & Experience0/10 Market PresenceService focus
20% Funding & Investment80% Other -
$10,000+$50 - $99 / hr10 - 49Kyiv, Ukraine
Ability to deliver
22.4/40.016.2/20 Reviews1.8/10 Clients & Experience4.5/10 Market PresenceService focus
60% Funding & Investment40% Other -
$1,000+$300+ / hr2 - 9London, England
Ability to deliver
26.5/40.016.2/20 Reviews6.4/10 Clients & Experience3.9/10 Market PresenceService focus
15% Funding & Investment85% Other -
$5,000+$100 - $149 / hr2 - 9München, Germany
Ability to deliver
24.7/40.018/20 Reviews1.7/10 Clients & Experience5.1/10 Market PresenceService focus
30% Funding & Investment70% 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 -
$1,000+$100 - $149 / hr10 - 49London, England
Ability to deliver
25.1/40.016.6/20 Reviews3/10 Clients & Experience5.5/10 Market PresenceService focus
20% Funding & Investment80% 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 -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
24.5/40.017/20 Reviews2.8/10 Clients & Experience4.7/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
22.2/40.016.2/20 Reviews1.3/10 Clients & Experience4.7/10 Market PresenceService focus
40% Funding & Investment60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
20.9/40.016.4/20 Reviews4.5/10 Clients & Experience0/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed2 - 9Santa Monica, CA
Ability to deliver
21.3/40.016.2/20 Reviews0.7/10 Clients & Experience4.4/10 Market PresenceService focus
50% Funding & Investment50% Other -
$10,000+$200 - $300 / hr2 - 9Boston, MA
Ability to deliver
24.5/40.015.8/20 Reviews8.8/10 Clients & Experience0/10 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 -
$10,000+$50 - $99 / hr2 - 9Hanoi, Vietnam
Ability to deliver
23.5/40.014.6/20 Reviews5.9/10 Clients & Experience3/10 Market PresenceService focus
10% Funding & Investment90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
23.1/40.016.2/20 Reviews3.9/10 Clients & Experience3/10 Market PresenceService focus
10% Funding & Investment90% 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 -
$25,000+Undisclosed2 - 9Brooklyn, NY
Ability to deliver
21.1/40.016.6/20 Reviews0.3/10 Clients & Experience4.2/10 Market PresenceService focus
30% Funding & Investment70% Other -
$1,000+$25 - $49 / hr2 - 9Sofia, Bulgaria
Ability to deliver
22.3/40.016.2/20 Reviews1.8/10 Clients & Experience4.4/10 Market PresenceService focus
15% Funding & Investment85% Other -
UndisclosedUndisclosed2 - 9Lisboa, Portugal
Ability to deliver
19.9/40.016.2/20 Reviews0.7/10 Clients & Experience3/10 Market PresenceService focus
40% Funding & Investment60% Other -
UndisclosedUndisclosed10 - 49Columbia, MD
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed250 - 999Newton, MA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
$1,000+$50 - $99 / hr2 - 9
Ability to deliver
20.8/40.016.2/20 Reviews0.9/10 Clients & Experience3.7/10 Market PresenceService focus
20% Funding & Investment80% Other -
$10,000+$150 - $199 / hr2 - 9
Ability to deliver
21.7/40.015.8/20 Reviews1.8/10 Clients & Experience4.2/10 Market PresenceService focus
10% Funding & Investment90% Other
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