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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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UndisclosedUndisclosed10 - 49Houston, TX
Services provided
20% Funding & Investment40% Financial Advising & Planning20% Business Consulting +1 service20% Financial ConsultingFinancial Advising & Planning company The Goff Financial Group was founded in 1994. The team offers Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49
Services provided
20% Funding & Investment40% Financial Advising & Planning20% Business Consulting +1 service20% Financial ConsultingResource Consulting Group is a Financial Advising & Planning company. Their small team is in Orlando, Florida. Their services include Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49Boston, MA
Services provided
20% Funding & Investment30% Commercial Financing30% Financial Advising & Planning +1 service20% Financial ConsultingEstablished in 2018, Venture Growth Partners is a small Commercial Financing company. Their team provides Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
Services provided
20% Funding & Investment40% Financial Advising & Planning20% Business Consulting +1 service20% Financial ConsultingExponent Investment Management is a Financial Advising & Planning company. Launched in 2011, the team focuses on Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49Norwich, England
Services provided
20% Funding & Investment20% Accounting20% Financial Advising & Planning +3 services20% Financial Consulting10% Business Consulting10% HR ConsultingLucas Fettes Financial Planning, a small Accounting company, is headquartered in Norwich, England. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49London, England
Services provided
20% Funding & Investment20% Accounting20% Financial Advising & Planning +3 services20% Financial Consulting10% Business Consulting10% HR ConsultingEstablished in 2016, Humboldt Financial is a small Accounting company. Their team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49London, England
Services provided
20% Funding & Investment30% Financial Advising & Planning30% Financial Consulting +1 service20% Business ConsultingIn London, England, Capital Asset Management is a Financial Advising & Planning company. Their services include Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49Cardiff, Wales
Services provided
20% Funding & Investment30% Financial Advising & Planning20% Financial Consulting +3 services10% Accounting10% Business Consulting10% Commercial FinancingFinancial Advising & Planning company Penguin Wealth provides Financial Advising & Planning and Funding & Investment. They are in Cardiff, Wales and Cowbridge, Wales.
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UndisclosedUndisclosed10 - 49Nashville, TN
Services provided
20% Funding & Investment60% Financial Consulting20% Business ConsultingMoore-McNeil, LLC is a Financial Consulting company. Based in Nashville, Tennessee, the agency offers Financial Consulting and Business Consulting.
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UndisclosedUndisclosed10 - 49York, England
Services provided
20% Funding & Investment60% Accounting20% Financial ConsultingChange Accountants is an Accounting company. They are in York, England. Their team focuses on Accounting and Funding & Investment.
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UndisclosedUndisclosed10 - 49Derby, England
Services provided
20% Funding & Investment40% Accounting20% Financial Advising & Planning +1 service20% Financial ConsultingBates Weston is a small Accounting company located in Derby, England. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Belfast, Northern Ireland
Services provided
20% Funding & Investment20% Business Consulting20% Market Research +4 services10% Business Valuation Services10% Content Writing Services10% Corporate Training & Coaching10% Financial ConsultingS3 Solutions, a small Market Research company, is located in Belfast, Northern Ireland. Their services include Market Research and Business Consulting.
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UndisclosedUndisclosed10 - 49Lexington, KY
Services provided
20% Funding & Investment80% Business ConsultingBanner Management Consulting is a Business Consulting company in Lexington, Kentucky. Launched in 2018, the team offers Business Consulting and Funding & Investment.
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UndisclosedUndisclosed10 - 49Farmers Branch, TX
Services provided
20% Funding & Investment80% Business ConsultingThe Lucas Group is a Business Consulting company. They were launched in 1991 and specialize in Business Consulting and Funding & Investment.
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UndisclosedUndisclosed10 - 49
Services provided
20% Funding & Investment20% Accounting20% Business Consulting +2 services20% Business Valuation Services20% Financial ConsultingFounded in 2019, ELEVEN Consulting Group, a small Business Consulting company, is in Nashville, Tennessee. Their team specializes in Business Consulting and Accounting.
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$25,000+$50 - $99 / hr10 - 49Sydney, Australia
Services provided
20% Funding & Investment30% Financial Advising & Planning30% Financial Consulting +1 service20% Market ResearchVeye Pty Ltd is a Financial Advising & Planning company founded in 2017. The team focuses on Financial Advising & Planning and Financial Consulting and is located in Sydney, Australia.
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$5,000+$150 - $199 / hr10 - 49St. Peters, MO
Services provided
20% Funding & Investment60% Accounting20% Business ConsultingHottenrott & Associates, LLC is an Accounting company. They were founded in 2010, and their services include Accounting and Business Consulting.
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$5,000+$50 - $99 / hr10 - 49
Services provided
20% Funding & Investment35% Finance & Accounting Outsourcing (FAO)35% Financial Advising & Planning +1 service10% AccountingDiligenceSA is a small Pretoria, South Africa-based Finance & Accounting Outsourcing (FAO) company. The team provides Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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$10,000+$200 - $300 / hr10 - 49Pune, India
Services provided
20% Funding & Investment80% Commercial FinancingLaunched in 2021, Jfinserve is a small Commercial Financing company located in Pune, India. Their team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49City of London, England
Services provided
20% Funding & Investment20% Application Testing20% BI & Big Data Consulting & SI +3 services20% Back Office Outsourcing10% AI Development10% Business ConsultingJackson Swiss Partners is a City of London, England-based big data analytics company. They specialize in BI & big data consulting & SI and Application Testing and were founded in 2018.
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UndisclosedUndisclosed10 - 49Miami, FL
Services provided
20% Funding & Investment20% Commercial Brokerage Services20% Financial Advising & Planning +2 services20% Logo20% Recruitment Process OutsourcingMy Miami Mortgage Broker is a Logo company. Headquartered in Miami, Florida and Miami, Florida, the agency was established in 2010. Their services include Logo and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
Services provided
20% Funding & Investment80% Financial Advising & PlanningTupicoffs, The Independent Financial Planners is a Financial Advising & Planning company based in Brisbane City, Australia. The team provides Financial Advising & Planning and Funding & Investment.
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$5,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Services provided
20% Funding & Investment20% Business Consulting20% Finance & Accounting Outsourcing (FAO) +2 services20% Financial Advising & Planning20% Financial ConsultingLaunched in 2006, Trinity Group is a small Business Consulting company. Their team specializes in Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed10 - 49Phoenix, AZ
Services provided
20% Funding & Investment40% Accounting20% Custom Software Development +1 service20% IT Managed ServicesIn Phoenix, Arizona, Speaks Financial Group is an Accounting company. The team specializes in Accounting and IT managed services.
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UndisclosedUndisclosed10 - 49Conway, AR
Services provided
20% Funding & Investment20% Accounting20% Business Consulting +2 services20% Financial Advising & Planning20% Financial ConsultingFounded in 2008, Fintechzoom Pro is a Business Consulting company. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Battle Creek, MI
Services provided
20% Funding & Investment55% Insurance Services & Brokers25% Insurance LawInsurance Services & Brokers company Smith Insurance Solutions offers Insurance Services & Brokers and Insurance Law. They are located in Battle Creek, Michigan and Battle Creek, Michigan.
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$25,000+$300+ / hr10 - 49West Hollywood, CA
Services provided
20% Funding & Investment20% Business Consulting20% Commercial Financing +2 services20% Corporate Law20% Marketing StrategyMarketing Strategy company Venture Plans LLC was launched in 2016. The small team specializes in Marketing Strategy and Business Consulting.
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UndisclosedUndisclosed10 - 49Leeds, England
Services provided
20% Funding & Investment20% Commercial Financing20% Corporate Training & Coaching +2 services20% Financial Advising & Planning20% Financial ConsultingMatt Haycox is a small Corporate Training & Coaching company headquartered in Leeds, England. Their services include Corporate Training & Coaching and Commercial Financing.
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UndisclosedUndisclosed10 - 49Scottsdale, AZ
Services provided
20% Funding & Investment20% Accounting20% Digital Asset Management +2 services20% Financial Advising & Planning20% Financial ConsultingAccounting company Bright Fiduciary Financial Advisor was founded in 2005. The team provides Accounting and Financial Advising & Planning.
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Undisclosed$25 - $49 / hr10 - 49Cottingham, England
Services provided
20% Funding & Investment20% Accounting20% Commercial Financing +2 services20% Financial Advising & Planning20% Financial ConsultingYorkshire Accountancy is a small Cottingham, England-based Commercial Financing company. Their services include Commercial Financing and Accounting.
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$100,000+$300+ / hr10 - 49
Services provided
20% Funding & Investment40% Financial Advising & Planning20% Business Consulting +1 service20% Business Continuity ManagementVarma Advisors is a Financial Advising & Planning company launched in 2022. Their team focuses on Financial Advising & Planning and Business Consulting.
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$1,000+Undisclosed10 - 49
Services provided
20% Funding & Investment35% Accounting25% Financial Advising & Planning +1 service20% Financial ConsultingCartwheel International is an Accounting company. Launched in 2014, their team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49London, England
Services provided
20% Funding & Investment30% Business Consulting30% Corporate Training & Coaching +1 service20% Market ResearchBluewater Training & Consultancy Ltd, a Business Consulting company, is based in London, England. Established in 2015, the team offers Business Consulting and Corporate Training & Coaching.
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Undisclosed$100 - $149 / hr10 - 49Sofia, Bulgaria
Services provided
20% Funding & Investment20% Accounting20% Business Consulting +2 services20% Conversion Optimization20% Custom Software DevelopmentVEDA is a Conversion Optimization company. Founded in 2011, the firm provides Conversion Optimization and Custom Software Development.
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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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