Hire the Best Fintech Consulting Freelancers
in the United States

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Mauricio C.

Cocoa, Florida

$150/hr
5.0
91 jobs

Hello, I am Mauricio! I’m an executive, strategist, and content creator with over 15 years of experience leading innovation across digital banking, crypto, and cross-border payments. I help Web3, fintech, and financial platforms grow through regulatory strategy, business development, and high-impact content. What I bring to your project: 🔹 Crypto & DeFi Expansion – I led the expansion of Globiance into 11+ countries, securing one of the first Bitcoin/crypto licenses in El Salvador and enabling over $1B in potential deal volume across LATAM and Europe. 🔹 Strategic Partnerships – Built ecosystems from scratch, forged alliances with banks, governments, and top-tier CEXs (including Binance, OKX, MEXC), and led joint campaigns with major crypto brands and influencers. 🔹 Content with Industry Insight – I’ve written over 1 million words published across FXStreet, FX Empire, Bitcoin Magazine, and institutional blogs. I specialize in turning complex blockchain and financial topics into clear, engaging narratives—articles, landing pages, video scripts, newsletters, FAQs, and more. 🔹 AI & Product Innovation – I work on AI-driven content and product development, including automation and language generation tools applied to fintech and education platforms. 🔹 Proven Track Record – Inventor of the FXStreet Currency Sentiment Poll, used by thousands of traders and financial institutions globally. Led the launch of fiat/crypto hybrid platforms at GlobiancePay with compliance-ready infrastructure. If you're looking for someone who understands the technology, regulation, and storytelling behind financial innovation—I can help you build it, explain it, and scale it. In 2026, as alternative settlement infrastructure becomes critical and de-dollarization accelerates globally, I help fintech companies navigate this shift through strategic positioning, institutional partnerships, and high-impact content that educates markets and builds trust. Let’s connect and bring your project to life. Mauricio

  • Castilian Spanish
  • Copywriting
  • Forex Trading
  • English to Spanish Translation
  • Content Marketing Strategy
  • Search Engine Optimization
  • Business Writing
  • Content Management
  • Content Writing
  • Cryptocurrency
  • Content Strategy
  • Project Management
  • Research & Strategy
  • Financial Writing
Shaun F R.

Webster, New York

$125/hr
5.0
2 jobs

Hi, I’m Shaun — a finance and operations partner who loves turning messy, high-stakes problems into clean systems and clear decisions. With experience across Deloitte Consulting, global social enterprise, impact finance, and web3 innovation, I’ve served as CFO, Innovation Lead, Founder, and Program Director. I've been fortunate to design and launch a blockchain protocol for a $5M token raise, manage a six-figure DeFi treasury, and lead multi-million-dollar impact projects with government and philanthropic partners. Across all of these roles, my focus has been the same: build structures that make work feel lighter. I create financial models that founders actually use, roadmaps that cut through noise, and operational systems that bring calm to chaotic environments. Whether managing a crypto treasury, coordinating multi-sector impact bonds, or designing token governance, my approach is grounded, collaborative, and deeply thoughtful. If you’re looking for a fractional strategy + finance partner who can elevate your structure, insights, and execution, I can help you build systems that last — intuitive, aligned, and designed for real-world momentum.

  • Management Consulting
  • Cryptocurrency
  • Financial Modeling
  • Business Analysis
  • Analytical Presentation
  • Strategic Planning
  • Strategy
Austin P.

Lula, Georgia

$75/hr
5.0
27 jobs

I’m a financial writer, content strategist, and creative marketer with 5+ years of experience working with fintech startups, SaaS companies, and solo professionals. My work spans blog writing, SEO strategy, email marketing, UX copy, brand messaging, and creative asset design. I’ve led content at Finny (now part of Origin) and worked with platforms like Teller, Clair, and SuperMoney. I’ve managed newsletters for 70k+ subscribers, developed SEO content systems, built product onboarding flows, and created ad/social visuals in Figma for growth campaigns across Meta, LinkedIn, and Google. My writing covers a wide range of personal finance and business topics—investing, retirement, crypto, credit, taxes, insurance, estate planning, and small business—plus the deeper intersections of fintech, product, and marketing. I’m looking for thoughtful, long-term client partnerships where clarity, quality, and performance all matter. Rates are flexible depending on scope, with per-word pricing starting at $0.10.

  • Blog Writing
  • Finance & Accounting
  • Copywriting
  • Content Writing
  • Article
  • Editing & Proofreading
  • Marketing
  • Writing
  • Social Media Plugin
  • Investment Research
  • Graphic Design
Matthew P.

Elizabethton, Tennessee

$225/hr
4.4
95 jobs

>$1Bn raised.🤑 Web3 expert. Crypto jobs since 2016. 💹 800%+ ROI marketer. Award-winning writer.🏆 Certified FMVA. “If you're on the fence about Matthew, get down immediately, pull out your wallet, and hire him. You'll be glad you did." —$65k client 🗣️ Pitch deck & planning client who raised $100M: "<...> Accepted first round, no revisions."🗣️ **** 💵 Seeking funding? I have helped my clients raise more than $1Bn since 2017 across more than 30 startups and 30+ verticals—running as many as 10 projects in tandem. My average raise: $20M across 30-60 days. If I could spend every dollar I’ve raised, I could buy a new Lambo Aventador EVERY DAY for the next five years. *** 🦉 Are you a startup? I have experience with 50+ startups as well as Fortune 500, Fortune 100, and Fortune 50 clients. Not only do I understand what goes into building a sustainable business, I have internalized it as an instinct. My gut feeling= everyone’s gain. ** 📢 Seeking attention? I’ve consistently delivered on marketing campaigns with an 800%+ ROI (averaged over five years). $3M added revenue in my first year as CMO of IBC Group. Becoming a fractional CMO has empowered me to benefit a more people at once—some have said that “Matthew can do more himself in one ten-hour week than most full-time marketing teams can do in two.”🔥🤯 * ⏱️Time is the one currency you can never get more of. The only way to increase your wealth is to spend time more wisely. By investing in expertise, you can feel confident that everyone’s time is being well-spent. I will always respect your time first and foremost, and I have deep gratitude for clients who do the same for me. ➡️➡️➡️Ready? Reach out via chat or book a consultation call via my profile. Let’s change the world together. ✌️🌐🌳 Please note, I ONLY work with projects that are ethically-aligned with my philosophies. That means projects that do not devalue the life or time of any creature, projects with real substance (however it may be derived. Even silly can be substantial). Projects that are willing to walk away if a bad actor approaches with an enticing deal and ones that seek to offer benefit more than they seek to have control. Loyalty, honesty, meaning, and respect are non-negotiables for me. If this resonates with you, let’s talk. 📱 *** 🔬Details about myself and my primary offerings: 🥇🗻🪨I’m in the top 1% of talent on Upwork. That’s how I got my shiny “Expert-Vetted Talent” badge at the top of my profile. That means that after meeting the 1% pre-requisite, I have also had discussions with Upwork staff who have verified my expertise. 💵 Fundraising consulting & financial services I am a… Certified FMVA. Fundraising dossier attached to my profile. I am on the path to becoming a fully-licensed, independent FINRA general securities principal and broker-dealer. Fundraising consulting Fundraising readiness Investor outreach Investor relationship management Investor materials (investor decks, white papers, cut sheets / one-pagers) Financial modeling and valuation Business planning and optimization 🦉Startup consulting I am an… expert on startup culture and what it takes to go from and idea to a hundreds of millions of dollars business. Startup consulting Hiring consulting Planning and processes consulting Partnership opportunities Authority building 📢 Marketing & Marketing Consulting I am a… 800+% ROI marketer and a fractional executive. Fractional CMO functions NFT & web3 marketing Marketing plan and strategy planning Guidance on novel approaches to influencer marketing Marketing materials such as playbooks and case studies Content creation for articles, PR, newsletters + Copywriting Marketing process optimization General marketing consulting I also have close connections with designers in the web3 space who can build out additional marketing materials, landing pages, branding materials, etc. *** Need something not listed here but that you think would be a good fit for my skills? Those are some of the best projects. Please reach out. * 💹 Ready to see some momentum? 📨 Send me an invitation, 💬 start a chat, 📗 or book a consultation right from my Upwork projects. *** ** *

  • Financial Analysis
  • Business Plan
  • Business Analysis
  • Marketing Strategy
  • Fundraising
  • Pitch Deck
  • Web3
  • Venture Capital
  • Venture Capital Consulting
  • Metaverse
  • Business Valuation
  • Financial Modeling
  • Startup Consulting
  • Marketing
  • Financial Writing
Justin E.

Charleston, South Carolina

$125/hr
4.6
129 jobs

As Upwork's first Expert-Vetted finance writer, I help B2B SaaS companies, financial institutions, and investors – from local banks to firms like Sequoia Capital, Franklin Templeton, and Andreessen Horowitz – develop content and marketing that educates their audiences and drives business results. With 5+ years as a Top Rated Plus freelancer and $200K+ in completed projects with a 100% Job Satisfaction Score, I specialize in turning complex financial and technical topics into clear, engaging content that works across the customer journey. What I Deliver: *Content & Strategy: SEO-optimized blogs, case studies, whitepapers, lead magnets, and thought leadership articles *Executive Ghostwriting: LinkedIn posts, bylines, and long-form content for C-suite executives *Full-Funnel Marketing: Email campaigns (40%+ open rates), landing pages, and conversion-focused copy *Content Workflows & Systems: Efficient content operations using AI tools like Claude and ChatGPT Industries I Thrive In: Finance & Fintech Investment Management Wealth Management Real Estate Private Equity Financial Publishing and Personal Finance Blogs B2B SaaS Banking & Credit Unions My background spans Wall Street and Silicon Valley – I've worked at firms like Greystar and Brookfield Asset Management, and I'm a regular contributor to Bankrate and Barchart. This experience helps me write credibly about both sophisticated investment topics and accessible personal finance content. Working in a tough-to-describe niche in finance or tech? I specialize in understanding complex business models and explaining them clearly to your target audience. Let's discuss your project and how I can help you build or execute your content strategy. In addition to content strategy, I also offer career coaching and resume enhancement – helping individuals communicate their professional value as effectively as I help brands communicate theirs. Whether you need consistent content support or strategic help building your marketing function, I bring the financial knowledge, marketing experience, and efficiency to get results. Thank you for stopping by. I'd love to hear your needs and discuss how we can work together. Best, Justin

  • Blog Writing
  • Content Marketing Strategy
  • English
  • SEO Writing
  • Content Marketing
  • AI Content Writing
  • Content Writing
  • Financial Writing
  • Blog Content
  • Article
  • Copywriting
  • Marketing Consulting
  • Email & Newsletter
  • SEO Audit
  • Google Search Console
Zhi L.

Essex County, New Jersey

$150/hr
5.0
29 jobs

Having spent more than 16 years in the Finance and Management industries, I successfully enabled over 100 entrepreneurs, companies, non-profits and governments to expand their business, manage their finances, develop their economies and right-size their operations. As a fractional Chief Financial Officer and Chief Operating Officer, I assisted several startups in various industries (such as E-Commerce, SaaS, Web3, Crypto, Medtech, venture capital, energy, etc) in building their financial and operational capabilities, including: - developing accounting policies and controls; - managing accounting processes such as monthly closes, A/R, A/P, Reconciliation and Reporting; - developing HR and IT functions, including hiring process and technology management program; - running and integrating ERP systems with payment processing and accounting systems (Quickbooks, Netsuite, Xero, Quickbase, Paypal, Expensify, etc) - building a strategic finance function, including budgeting, KPI development, Financial Planning and Analysis - assisting with fundraising strategies and equity management, including management of third-party systems such as Carta During my stint as an Investment Banker, I managed many acquisitions and divestitures from sourcing to closing, and helped clients to develop: - business strategy - competitive landscape analysis - financial forecasts - fundraising and sales pitch decks - board presentations - business valuation - transaction management and negotiation During my stint as a portfolio manager, I assisted in achieving the targeted returns through developing: - risk-based allocation strategies - hedging and dynamic portfolio management tools - customized benchmarking During my stint as a fixed income trader, I helped companies to understand the capital markets and provided liquidity to market participants through creating: - risk management and pricing models - market analysis and idea generation As a Chartered Financial Consultant, I help individuals and companies to manage and expand their wealth according to their needs through: - expense tracking models - risk-based wealth management strategies - optimization of income production and debt reduction - life planning strategies Through my wealth of experience and versatile skill sets, I hope to be able to assist you in meeting your goals. Looking forward to having a conversation, and hopefully working with you!

  • Presentations
  • Financial Analysis
  • Business Analysis
  • Business Services
  • Venture Capital Consulting
  • Entrepreneurship
  • Investor Overview
  • Shareholder Relationship
  • Financial Modeling
  • People Management
  • Investment Strategy
  • Company Valuation

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