Top 26 Financial Focused Virtual Assistant Firms
Top 26 Financial Focused Virtual Assistant Firms
Virtual assistant companies within the financial industry offer services to streamline and support businesses by completing tasks off-site. These businesses are diverse; they range from outsourcing experts providing specialized services in financial planning, mortgage broking, marketing, to platforms with networks of experts facilitating business strategy and optimization. Virtual assistant companies exist to make businesses more efficient and are increasingly being acknowledged as vital to the future success of businesses. They offer services that free businesses from time-consuming administrative tasks, allowing them to focus on growth and innovation.
Top 26 Virtual Assistant Companies for Finance
1. VA Platinum | Outsourcing Experts
- Website: vaplatinum.com.au
- Headquarters: Cebu City, Cebu, Australia
- Founded: 2017
- Headcount: 201-500
VA Platinum is a company that provides virtual assistant services in various fields such as financial planning, mortgage broking, digital marketing, customer service, and more. They offer well-remunerated virtual assistants who are dedicated and can handle specific tasks to suit your business needs.
2. HoneyBook
- Website: honeybook.com
- Headquarters: San Francisco, California, United States
- Founded: 2013
- Headcount: 51-200
- Latest funding type: Series E
HoneyBook is a virtual assistant platform that offers services in finance and legal, design and branding, and business strategy and coaching. They provide assistance in administrative tasks, legal contracts, brand strategy, and client process optimization. HoneyBook has a network of independent professionals who offer expertise in various areas. They help small business owners grow by providing education, customized workflows, templates, integrations, and automations. The company aims to support entrepreneurs in reaching more clients through marketing and sales strategies.
3. Virtual Done Well
- Website: virtualdonewell.com
- Founded: 2012
- Headcount: 51-200
Virtual Done Well is a company that offers outsourcing services to small and medium enterprises. They provide virtual assistants from the Philippines to help with time-consuming tasks, allowing business owners to free up their time. The company aims to add value to businesses and help them achieve success.
4. Infinity Business Solutions
- Website: ibsforyou.com
- Headquarters: Ahmedabad, Gujarat, India
- Founded: 2009
- Headcount: 11-50
Infinity Business Solutions (ibsforyou.com) is a professional service provider that offers world-class virtual staffing solutions. With over 12 years of experience, they work with organizations of all sizes across various industries. They provide managed virtual admin assistants, tech assistants, and accounting assistants to help clients with their business tasks. Their reliable, efficient, and friendly team delivers top-notch services that meet the highest industry standards.
5. Smartstaff
- Website: smart-staff.nz
- Headquarters: New Zealand
- Headcount: 51-200
Smartstaff provides online virtual assistant services for businesses to scale up without scaling costs and complexity. They offer SEO, virtual admin, virtual bookkeeping, accounting, social media marketing and Google Ads services.
6. Fundtec
- Website: fundtec.in
- Headquarters: Bengaluru, India
- Headcount: 11-50
Fundtec is a trade operations broker dealer offering virtual assistant, project management, support services, and various financial solutions. They provide assistance in collateralized bond obligations, options, accounting, and corporate actions. With a focus on automation and innovation, Fundtec empowers clients with standardized practices. They cater to a diverse range of customer groups and specialize in services for hedge funds, private equity funds, venture capital funds, and real estate funds. Their offerings include accounting, bookkeeping, trade operations, and consultancy services.
7. moni - driving intelligent business
- Website: moni.nl
- Headquarters: Amersfoort, Utrecht, Netherlands
- Founded: 2014
- Headcount: 11-50
- Latest funding type: Seed
Moni.nl is a financial services company that provides remote financial department services to businesses. They offer services like processing administration, budgeting, financial forecasting, CRM implementation, and financial analysis. They aim to give businesses more time for their core operations by providing them with accurate and timely financial information and pro-active advice.
8. MerryBiz Inc.
- Website: merrybiz.jp
- Headquarters: Minato Ward, Tokyo, Japan
- Founded: 2011
- Headcount: 11-50
MerryBiz is a virtual accounting assistant that streamlines and improves business accounting processes for a variety of industries and companies of all sizes, providing features such as expense reporting, bookkeeping and invoicing.
9. Spondoo Accountants UK
- Website: spondoo.co.uk
- Headquarters: London, London, United Kingdom
- Founded: 2016
- Headcount: 11-50
Spondoo provides online accounting, bookkeeping, and specialist corporate accounting services to limited companies, self-employed individuals, and public practice clients. They offer fast track, year-end accounting, bookkeeping support, management accounting, and personal tax services as well as payroll and auto-enrollment, virtual assistant, and specialist services like workplace pensions and technology infrastructure. Spondoo also has a team of dedicated financial advisers who provide pension and investment advice.
10. Delegasi (YC S22)
- Website: delegasi.co
- Headquarters: Bandung, West Java, Indonesia
- Founded: 2021
- Headcount: 11-50
- Latest funding type: Series Unknown
Delegasi.co is a software platform that offers accounting solutions for businesses. They provide three types of financial reports each month to track income, expenses, and cash flow. With Delegasi, businesses can save time and effort by outsourcing their financial reporting needs at a lower cost.
11. Curucaye, LLC
- Website: curucaye.com
- Headquarters: Newark, Delaware, United States
- Founded: 2019
- Headcount: 1-10
A one-stop shop for small business operations. Virtual Assistants, Bookkeeping, Digital Marketing, Technology Solutions, HR Operations, and our BOSS Navigators, a capable business partner as a single point of contact for all your operational needs. We care about producing quality work, all to the benefit of our clients. No long-term commitment. Schedule a free consultation today!
12. hammerjack
- Website: hammerjack.com.au
- Headquarters: Sydney, Nsw, Australia
- Founded: 2015
- Headcount: 201-500
- Latest funding type: Seed
hammerjack.com.au is a company that offers solutions for task and work management. They provide services such as outsourcing, back office and administration, finance and accounting, IT services and technology, sales and marketing. They specialize in helping non-profit organizations transform with technology.
13. Alembo B.V.
- Website: alembo.nl
- Headquarters: Alkmaar, Noord-Holland, Netherlands
- Founded: 2005
- Headcount: 201-500
Alembo.nl offers cost-effective outsourcing solutions with high-quality results, fostering long-term and successful partnerships. Their transparent and collaborative approach allows clients to offer competitive prices, achieve rapid growth, and generate revenue, profit, and employment.
14. TheOfficeSquad
- Website: theofficesquad.com
- Headquarters: Las Vegas, Nevada, United States
- Founded: 2001
- Headcount: 11-50
TheOfficeSquad offers franchise opportunities for owning and growing a scalable B2B business. With a focus on bookkeeping and accounting services, they provide precision and discipline combined with understanding and urgency. They offer QuickBooks training, cloud hosting, dedicated support, and additional services to support small business owners. Their goal is to see their clients' businesses skyrocket into success.
15. C3Workplace
- Website: c3workplace.com
- Headquarters: Montclair, New Jersey, United States
- Founded: 1994
- Headcount: 11-50
C3Workplace is a virtual bookkeeping assistant company that offers services to businesses that want to increase their bottom line. They provide full-time office space, desk rental, virtual services, continuing education, phone answering, and Zoom training.
16. DC Finanse
- Website: dc-finanse.pl
- Headquarters: Poznań, Wielopolskie, Poland
- Headcount: 11-50
DC Finanse offers comprehensive financial and accounting services through a team of professionals with clear procedures and cooperation with experienced specialists.
17. Wono
- Website: wono.io
- Headquarters: Boston, Massachusetts, United States
- Founded: 2018
- Headcount: 1-10
Peer-to-Peer Platform for freelancing. Find a new job or post a project. #WONO ANYWHERE you are!
18. Burco Accountantskantoor
Burco is een pionier in de geautomatiseerde verwerking van boekhoudingen. Wij maken hiervoor gebruik van platformen zoals Yuki © en Coda-Box. Dossiers van onze klanten worden in realtime opgevolgd. Binnen de gekozen formule bieden wij onze klanten service op maat. Rapporteringen, cashflowplanning en andere beleidsrapporteringen zijn steeds verfijnd en op maat van onze klanten.
19. Analytix Solutions
- Website: analytix.com
- Headquarters: Woburn, Massachusetts, United States
- Founded: 2006
- Headcount: 501-1000
Analytix is a technology-driven company that specializes in optimizing business functions and automating data generation for decision-making. They offer comprehensive solutions for specialized industries through their Insight360 series of products, which combine accounting services, financial and operational tools, and a cloud-based portal. With deep industry expertise and a flexible engagement model, Analytix helps businesses improve performance and achieve growth.
20. ZenBusiness
- Website: zenbusiness.com
- Headquarters: Austin, Texas, United States
- Founded: 2015
- Headcount: 201-500
- Latest funding type: Series Unknown
ZenBusiness is a company that offers formation services and tools to help manage income and expenses for businesses. They provide services such as choosing the right business structure, managing finances, and ensuring compliance with regulations.
21. Beepo
- Website: beepo.com.au
- Headquarters: Angeles, Pampanga, Australia
- Founded: 2014
- Headcount: 201-500
Beepo is a leading outsourcing provider offering a wide range of services such as chat management, accounting, administration support, customer service, marketing, engineering, virtual assistants, and more.
22. MVP Asia Pacific
- Website: findyourmvp.com
- Founded: 2017
- Headcount: 201-500
Find Your MVP is a company that offers offshoring and outsourcing services to businesses. They provide top-of-the-line methods and processes to help organizations grow faster. With a team of experts, they assist in various areas including engineering, product design, architecture, drafting, web design, admin services, virtual assistants, and more.
23. Offshore Business Processing Pty Ltd
- Website: offshorebusinessprocessing.com
- Headquarters: Melbourne, Victoria, Australia
- Founded: 2013
- Headcount: 501-1000
Offshore Business Processing is a global service provider that offers low-cost and efficient solutions for various business processes. They prioritize the integrity and confidentiality of personal information and implement strict security measures to protect it. With their experience and knowledge in the freight forwarding industry, they provide seamless and quality services. They specialize in offshore strategies, offering a highly skilled and available workforce to support business growth and decrease labor costs.
24. DBA Global Shared Services, Inc.
- Website: dbaadvisory.com
- Headquarters: Randwick, New South Wales, Australia
- Founded: 2013
- Headcount: 201-500
DBA Advisory is a professional services outsourcing company that caters to local and international firms. Their diverse team of experienced professionals provides a range of services including tax compliance and accounting, financial planning, legal advisory, reconstruction and advisory, IT and administration, and integrated business services. They pride themselves on their use of technology and continuous training of their staff, positioning themselves at the forefront of professional services outsourcing.
25. ZimWorX
- Website: zimworx.com
- Headquarters: Argyle, Texas, United States
- Founded: 2017
- Headcount: 201-500
ZimWorX is a company that offers business process insourcing, marketing/sales support, technology solutions, and executive assistant services. They aim to boost in-house productivity and help businesses focus on their core functions. With locations in Zimbabwe and Costa Rica, they serve various industries including dental providers, healthcare providers, finance companies, and real estate companies.
26. Chester Blake
- Website: chesterblake.com
- Headquarters: London, United Kingdom
- Founded: 2014
- Headcount: 1001-5000
Chester Blake is a recruitment agency offering solutions for temporary sourcing, permanent hiring, and payroll. They specialize in accounting & finance, manufacturing & engineering, business support, and warehouse & logistics.
Want to find more virtual assistant companies for finance?
If you want to find more companies that offer specialized financial management services you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.
With Inven you'll also get to know the company's:
- Ownership: Which of these are private equity backed? Which are family-owned?
- Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
- Financials: How do these companies perform financially? What are their revenues and profit margins?
...and a lot more!
