Top Financial services Virtual Assistant Services Companies

Discover Virtual Assistant Services companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data — services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

40 Companies

Top Financial services Virtual Assistant Services Companies

C
CymphonyProfile set up by Edverise AI
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We offer communication services such as Managed Live Chat, telephone answering solutions, and virtual personal assistants.
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Crewe, England, Gb
Services Provided
50% Customer Support Outsourcing
29% Managed Services
21% Virtual Assistant Services
AI Summary
“Cymphony provides managed communication solutions including live chat, telephone answering services, and virtual personal assistants to enhance client engagement and support.”
Upsist Inc.Profile set up by Edverise AI
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**UPSIST: Elevating Your Growth Through Smart Delegation** **Mission:** To enhance the capabilities of every business we support and every professional on our team. We oversee expert teams of skilled virtual assistants powered by advanced AI, focusing on boosting sales growth. Our goal is to help y
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50-249
Employees
Services Provided+1 Services
25% CRM Consulting and SI
25% Other Digital Marketing
25% Outbound Lead Generation
21% Virtual Assistant Services
AI Summary
“Upsist Inc. provides businesses with expertly managed onshore virtual assistants and AI-enhanced support, streamlining administrative tasks to boost efficiency, sales, and strategic growth globally.”
Acelerar TechnologiesProfile set up by Edverise AI
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Acelerar is a prominent KPO firm that provides a comprehensive array of KPO services. Our offerings include virtual assistants, outsourcing for data entry, human resources, call center operations, e-commerce product listing, data cleansing, data verification, list building, and more. **Virtual Ass
Highlights
< $25/hr
Avg Hourly Rate
50-249
Employees
Noida, Uttar Pradesh, In
Services Provided+1 Services
33% Customer Support Outsourcing
33% E-Commerce Development
17% Virtual Assistant Services
12% Data Entry
AI Summary
“Acelerar Technologies is a leading KPO firm offering diverse outsourcing services including virtual assistance, data entry, call center operations, e-commerce support, and list building to optimize business efficiency.”
FarmOut Central Intouch Inc.Profile set up by Edverise AI
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Located in the Philippines, FOCI combines over 20 years of IT experience with a strong dedication to customer satisfaction. Our primary advantages include top-notch management practices, experienced IT experts, and a client-centric, adaptable approach. We offer a comprehensive range of services, inc
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50-249
Employees
Services Provided
40% Business Process Outsourcing
25% Technical Assistance
20% Virtual Assistant Services
15% Campaigns Management
AI Summary
“FarmOut Central Intouch Inc. offers comprehensive IT and back-office services, combining two decades of expertise with client-focused, flexible solutions for small and medium businesses.”
SourceOneProfile set up by Edverise AI
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SourceOne is a top outsourcing company in Sri Lanka, serving clients both locally and internationally with a solid client base. They provide a diverse array of thorough outsourcing services, including Virtual Staffing, Employer of Record (EOR), Payroll Outsourcing (PEO), and Business Process Managem
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50-249
Employees
Sri Jayawardenepura Kotte, Western Province, Lk
Services Provided
35% Employer of Record Services
30% Payroll Services
20% Virtual Assistant Services
15% Business Process Management
AI Summary
“SourceOne is a leading Sri Lankan outsourcing firm offering virtual staffing, employer of record, payroll outsourcing, and business process management services to global clients across various industries.”
Abacus First SolutionsProfile set up by Edverise AI
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Abacus First Solutions is a BPO company located in the USA, boasting a skilled team with decades of experience in areas such as accounting, auditing, payroll, taxation, and virtual management of human resources and financial assets. We operate internationally, focusing on markets in the USA, Canada,
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
250-999
Employees
Services Provided+1 Services
30% Accounting Services
20% Audit Services
20% Payroll Services
15% HR Consulting Services
AI Summary
“Abacus First Solutions is a US-based BPO specializing in accounting, auditing, payroll, taxation, and virtual HR and finance management for clients across multiple international markets.”
Alpha AssistantProfile set up by Edverise AI
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Alpha Assistant provides both personal and virtual assistant services to support your professional and personal life. You'll be assigned a dedicated assistant at a fraction of the cost of hiring an additional employee, allowing you to save both time and money. Our highly-skilled assistants are eager
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
10-49
Employees
Services Provided+2 Services
50% Customer Support Outsourcing
20% Virtual Assistant Services
12% Administrative Services
6% Bookkeeping Services
AI Summary
“Alpha Assistant offers tailored virtual support services—including administration, customer care, technical support, sales, bookkeeping, and marketing—helping businesses save costs and enhance operational efficiency.”
Hit Rate SolutionsProfile set up by Edverise AI
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Hit Rate Solutions is a BPO call center located in the Philippines, with a representative office in Chicago, dedicated to supporting small and medium-sized enterprises in the United States, Canada, and Australia. We offer a wide range of contact center services, including appointment setting, cold c
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50-249
Employees
Chicago, Illinois, Us
Services Provided+1 Services
33% Customer Support Outsourcing
23% Appointment Setting Services
10% Outbound Lead Generation
19% Business Process Outsourcing
AI Summary
“Hit Rate Solutions is a Philippines-based BPO providing 24/7 contact center services like lead generation and customer support to SMEs in the US, Canada, and Australia at competitive rates.”
live2careProfile set up by Edverise AI
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The Live2Sell Group of Companies is a BPO firm with European ownership and American management, located in Cebu City, Philippines. They offer a range of services including Professional Outbound Telemarketing for appointment setting and lead generation, Inbound Customer Service and Support, as well a
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
50-249
Employees
Mandaue City, Central Visayas, Ph
Services Provided
25% Appointment Setting Services
25% Outbound Lead Generation
44% Business Process Outsourcing
6% Virtual Assistant Services
AI Summary
“Live2Sell Group, a European-owned BPO in the Philippines, specializes in telemarketing, customer support, virtual assistants, and online marketing solutions through YourWebPA.”
Smart Outsourcing SolutionProfile set up by Edverise AI
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Smart Outsourcing Solution (SOS) is a reliable Employer of Record (EOR) service provider in the Philippines that assists companies in legally hiring employees without the requirement of establishing a local entity. Many founders inquire, “How can I hire staff in the Philippines in a compliant manner
Highlights
$1,000+
Min Project Size
250-999
Employees
Muntinlupa City, Metro Manila, Ph
Services Provided
68% Employer of Record Services
15% Payroll Services
11% Visa & Immigration Documentation Services
6% Virtual Assistant Services
AI Summary
“Smart Outsourcing Solution is a Philippine-based Employer of Record offering compliant hiring, payroll, HR, visa support, and quick onboarding for international companies seeking local employees.”

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