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.

How this list is built

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

41 Companies

Top Financial services Virtual Assistant Services Companies

The Evecutive Centre
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
At The Executive Centre, we provide more than just physical space; we offer you the opportunity to fulfill your vision and drive your organization's success. Our environment fosters growth and learning. Whether you need serviced offices or virtual offices, we have tailored solutions designed to meet
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
50-249
Employees
Dubai, Dubayy, Ae
Services Provided
49% Real Estate Services
25% Office Space Services
15% Virtual Assistant Services
11% HR Consulting Services
AI Summary
“The Executive Centre offers premium flexible workspace solutions including serviced and virtual offices, along with lease consulting services designed to support organizational growth and success.”
C
Cymphony
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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.
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
**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 Technologies
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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.
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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.”
SourceOne
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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 Solutions
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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 Assistant
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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 Solutions
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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.”
live2care
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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.”

«Previous

1 2 35

...

Latest insights & expert perspectives

Explore data-backed surveys with inputs from top industry experts.

A clipboard checklist with a ruler, a calendar and a coin stack, for a software development RFP template

Vendor Selection

Software Development RFP Template (Free Download)

A free ten-section software development RFP template with a filled-in example, a proposal scorecard, and Edverise data on agency minimum project sizes.

Nihar Ranjan Rout

10/26/2026

A signed contract surrounded by a padlock, a stopwatch and a target, for fixed price, time and material and outcome-based contracts

Vendor Selection

Fixed Price vs Time and Material vs Outcome-Based Contracts

When to use fixed price, time and material or outcome-based contracts with a software agency, with a worked example and Edverise data on project minimums.

Nihar Ranjan Rout

10/22/2026

Industry Trends

The Era of the Directory Is Over. Here's What's Replacing It.

The B2B directory had a good run. For two decades, it was the primary infrastructure connecting buyers with service providers a digital marketplace built…

Nihar Ranjan Rout

4/4/2026

Check All Our Blogs

One Platform. One Promise. One Trust.

Edverise is building the trusted way to find tech vendors. List your company early, or talk to us about backing the platform.