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Finance & Accounting Agencies

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The Gershman Group

The Gershman Group is a boutique financial recruiting and consulting firm dedicated to the wealth management and broader financial services ecosystem, known for advising elite financial advisors and teams through high-stakes career moves and platform transitions. Founded by Wall Street legend Norman Gershman and led by CEO Roger Gershman, a former advisor at Hambrecht & Quist, UBS, and Credit Suisse who managed a $1B book, the firm blends practitioner insight with rigorous market intelligence to help top Barron’s and Forbes-ranked advisors evaluate options across wirehouses, boutiques, and fully independent models. With more than 150 years of combined experience and over $200,000,000,000 in assets represented and counseled, The Gershman Group delivers an end-to-end process—Listen, Assess, Educate, Introduce, Negotiate, Close—designed to maximize economic outcomes while minimizing transition risk. Their Platform Analytics capability equips advisors with transparent comparisons on grid payouts for fee-based and transitional business, lending platforms, T&E and support staff compensation, syndicate access, and deferred compensation schedules. Through ConsultsMATCH, the firm orchestrates confidential introductions to the most influential decision makers in each target locale and channel, ensuring cultural fit and long-term strategic alignment. Deal Analysis leverages proprietary metrics to dissect and optimize complex, non-uniform offers, securing premium economics and favorable terms; the team also coordinates legal, tax, and operational transition considerations to protect client relationships and revenue continuity. Recognized for responsive, 24/7 support and thought leadership featured in Forbes, Fortune, and Barron’s, The Gershman Group operates nationally across major markets including Los Angeles, San Francisco, New York City, Miami, Denver, Austin, and Las Vegas. Whether an advisor seeks greater flexibility, multi-custodial independence, or a superior captive platform, the firm’s data-driven counsel, confidentiality, and negotiation expertise make it a trusted partner for career-defining moves and sustainable practice growth.

Exec Search & Interim MgmtPermanent RecruitmentSOW/ProjectsBankingInsuranceInvestment ManagementFinance & AccountingSenior ExecutivesSales & Business Development

HQSan Francisco, United States

TaxStaffers, Inc.

TaxStaffers, Inc. is a boutique recruitment firm dedicated exclusively to tax, connecting employers with highly qualified tax professionals and guiding candidates to roles that advance their long‑term goals. Founded by Bill Nelson, who brings four decades of experience focused solely on tax, the firm leverages deep market insight and enduring relationships across the tax community to deliver precise, efficient hiring outcomes. Based at 521 Fifth Avenue in New York City, TaxStaffers works across all tax specialties and at every experience level, from early‑career staff through managers, directors, and heads of tax. While the firm concentrates in the northeastern United States—especially New York, New Jersey, and Connecticut—it also assists with national and international opportunities through a broad, trusted network of employers and candidates. TaxStaffers operates on either a contingency or retainer basis, with services to candidates provided free of charge, and combines current intelligence on compensation and hiring trends with a hands‑on, consultative approach. The team invests in understanding the personality, motivations, and culture on both sides of the table, because fit is more than what appears on a résumé. Rather than forwarding piles of résumés, TaxStaffers hand‑selects a tightly targeted shortlist of highly viable options, streamlining interviews, negotiations, and decision‑making to save clients time and reduce hiring risk. Candidates receive coaching on how to present their experience effectively, while organizations benefit from advice on how best to position and communicate their opportunities in a competitive market. Guided by a philosophy of professionalism, candor, and customer focus, the firm aims to earn repeat trust by delivering results—today’s satisfied candidates often become tomorrow’s clients. Whether the need is for permanent hires or leadership for interim mandates across corporate, international, state and local, provision, compliance, M&A/transaction tax, and controversy, TaxStaffers provides an expert, tax‑exclusive search partner committed to placing the right person in the right position.

Exec Search & Interim MgmtPermanent RecruitmentContract StaffingManagement ConsultingLegalAccounting (Audit, Tax)FinTechAll industriesFinance & Accounting

HQNew York, United States

Venatu Executive

Venatu Executive is a specialist executive search and leadership advisory firm focused on appointing senior, director, and C‑suite leaders who drive value creation and operational excellence. Led by Director and Head of Executive Jamie Waugh, the team brings over three decades of recruitment expertise and a research‑led, discreet approach to global executive search, non‑executive director appointments, and leadership assessment. Venatu Executive partners with private equity investors and portfolio businesses as well as ambitious organisations across automotive, engineering, and construction, combining deep market insight with strong functional and sector networks to deliver high‑calibre shortlists at pace. Beyond search, the firm provides talent mapping, market intelligence, and succession planning to help clients anticipate future leadership needs, mitigate transition risk, and build robust pipelines of ready‑now and ready‑soon talent. Its leadership profiling and assessment services evaluate capabilities, cultural alignment, and style to inform selection and development decisions, while board recruitment strengthens governance and strategic oversight. A recent PE‑backed CFO search in a UK engineering portfolio business illustrates the firm’s impact: a rigorous process and targeted network produced a first‑class shortlist, culminating in a hire who combined sector expertise, financial rigour, and PE experience to stabilise performance and prepare the business for exit. Clients describe Venatu Executive as a trusted, hands‑on advisor and highly effective head‑hunter who communicates seamlessly and delivers internationally, including across the UK and US. Through thought leadership on topics such as leadership in the automotive sector and the role of PE and VC in the economy, the firm underscores its understanding of shifting industry dynamics—from electrification and software‑defined products to supply chain resilience and value creation timelines—translating market change into pragmatic hiring strategies that align leadership, culture, and long‑term business goals.

Exec Search & Interim MgmtPermanent RecruitmentSOW/ProjectsBankingInsuranceInvestment ManagementElectrical EngineeringIndustrial AutomationResidential Development

HQDoncaster, United Kingdom

LPC Personnel, Inc.

Based in Houston, Texas, LPC Personnel, Inc. is a full-service staffing agency that for over 30 years has built its reputation on being reliable, punctual and trustworthy—sourcing, recruiting and staffing indispensable candidates for employers across the Greater Houston Area. The firm partners with both corporate and industrial organizations to supply key personnel that directly impact the bottom line, with a proven ability to respond to urgent needs and deliver large project teams on short notice. LPC specializes in a broad range of roles spanning administrative and clerical support, accounting, call center and customer service, property management, warehouse operations, energy, hospitality, marketing, engineering, manufacturing, human resources, and supply chain, intermodal and logistics functions. Representative placements include export and freight forwarding coordinators, CDL drivers, warehouse associates, production and maintenance technicians, and office and finance professionals. For job seekers, LPC emphasizes a people-first approach—candidates are more than a resume—working to align skills, schedule and career goals with temporary, contract, part-time or full-time opportunities that promote stability and longevity. For employers, the team provides thorough screening and consistent communication to ensure quality placements, whether the requirement is one critical hire or a coordinated ramp-up of many temporary employees. With deep roots in the Houston market, LPC connects driven, professional talent with reputable Texas companies and maintains Woman Business Enterprise and Disadvantaged Business Enterprise certifications in partnership with the City of Houston. Their service model spans temporary staffing for variable workloads, contract staffing for project-based engagements, and direct-hire recruitment for permanent roles, all supported by local market knowledge, diligent vetting and a commitment to service that has earned strong testimonials from clients and candidates alike. From warehouse, supply chain and intermodal logistics specialists to office, accounting and technical professionals, LPC Personnel helps organizations achieve new heights by matching the right people to the right roles—quickly, consistently and dependably.

Temporary StaffingContract StaffingPermanent RecruitmentAutomotiveAerospaceDefenseTruckingWarehousingDistribution

HQHouston, United States

Red Marlin Staffing

Red Marlin Staffing is a dynamic staffing agency focused on hooking the best talent fast and delivering customized workforce solutions that align with each client’s goals. The firm supports the full spectrum of hiring needs with talent acquisition services that cover contract, contract-to-hire, and direct hire placements, pairing rigorous sourcing and screening with a strong emphasis on cultural fit and long-term performance. Clients benefit from industry-specific expertise across Finance, Healthcare, Information Technology, Insurance, and Utilities, drawing on recruiters who understand niche skill sets and hard-to-fill roles. Red Marlin Staffing streamlines hiring to reduce time-to-hire and cost, provides pre-screened candidates, and offers onboarding and retention support to minimize turnover. For contingent workers, the agency handles payroll, taxes, and benefits administration as part of its back-office capabilities, enabling employers to focus on business outcomes while maintaining a compliant, well-supported workforce. Its consultative approach includes workforce planning, market insights, and data-driven hiring strategies that help leaders anticipate demand and build resilient teams. Typical assignments span roles such as Software Engineer, Cybersecurity Engineer, Financial Analyst, Digital Marketing Manager, and CNC Programmer, reflecting breadth from technology and corporate functions to skilled industrial positions. The leadership team brings deep recruiting and operations experience; President of Recruiting & Operations Jeremy Nobrega leverages two decades of full life cycle recruiting across Insurance, Finance, IT, Home Health, and Utilities to drive consistent delivery, while CEO Mike Nichols sets the vision for scalable, service-led growth. Whether an organization needs short-term project resources, specialized expertise, or long-term hires, Red Marlin Staffing is committed to excellence, integrity, and personalized service, helping employers and candidates connect through a streamlined process and a modern career portal that makes it easy to search jobs and apply.

Permanent RecruitmentContract StaffingTemporary StaffingSoftware DevelopmentCybersecurityData ScienceHospital & Health Care (Nursing)PhysiciansPharmaceuticals

HQCumberland, United States

Triup, Inc.

Triup, Inc. is a bilingual human resources partner established in 2015 and based in Irvine, California, dedicated to supporting Japan-affiliated companies operating in the United States, especially across Southern California. The firm blends HR consulting, HR outsourcing, and permanent recruitment to help corporate HR leaders navigate U.S. and California employment practices with confidence. Triup’s consultants provide practical guidance that aligns with local regulations and real-world cases, from workforce planning, policy and handbook development, compensation and classification, to compliant hiring, onboarding, and performance management. On the talent side, Triup delivers targeted recruitment and consulting, introducing Japanese–English bilingual professionals across white-collar functions such as sales, accounting, operations, and marketing, and advising candidates on roles that fit their skills and career goals. For organizations building culture and capabilities, Triup designs and delivers workshops and management training tailored to company size, stage, and objectives. The firm also supports Japan-to-U.S. market entry with comprehensive HR set-up and ongoing operational execution, working as an embedded resource when needed. As a sustainable HR partner, Triup curates and publishes an extensive HR Library that organizes complex U.S. and California topics—hiring and employment, exempt/non-exempt, pay and time, benefits, discrimination and harassment, termination and discipline, policies, and more—into practical, easy-to-use references, supplemented by tools, Q&A, and timely HR news. Recent job openings have spanned industries including automotive, food equipment, logistics, and media/PR, reflecting Triup’s cross-industry reach and focus on business-critical white-collar roles. With a compact team and a service model built on responsiveness, cultural fluency, and compliance rigor, Triup helps Japanese companies recruit effectively, stay compliant, and develop talent for long-term success in the U.S. market.

Permanent RecruitmentRPOSOW/ProjectsAll industriesManagement ConsultingLegalTechnical WritingProject ManagementGeneralist - white collar professionals

HQIrvine, United States

Riverway Business Services

Riverway Business Services is a Houston-based, full-service staffing and recruitment partner established in 1990, known for connecting employers with top talent across temporary, contract, and direct hire needs. Operating from its central office in Bellaire, Texas, the firm builds high-performing teams in Accounting/Finance, Administrative Support, Customer Service, Information Technology, Engineering, and Sales, and routinely supports additional office-centric categories including Human Resources, Marketing, Logistics, Legal, Supply Chain & Operations, Project Management, Quality Assurance, Commercial Real Estate, Skilled Trades, Non-Profit, Healthcare, Real Estate, and Energy/Oil & Gas. Riverway’s consultative approach centers on understanding each client’s business drivers and culture, then managing the entire recruiting lifecycle—from targeted sourcing and skills assessments to interview coordination, offer management, and onboarding—so hiring teams can remain focused on operations. For candidates, Riverway provides clear communication, coaching, and guidance throughout the hiring process, reinforced by strong testimonials praising responsiveness, transparency, and support from its recruiters. With purpose-built capabilities for both office and technical roles, the company serves organizations ranging from high-growth startups to established enterprises, including many with Houston’s deep roots in energy, logistics, and technology. Riverway is engaged with respected industry groups and regional organizations such as NAPS, WBEA, TSRSA, WBENC, and the Katy Area EDC, and it has been highlighted by the Houston Business Journal for leadership and diversity as well as recognized among Best and Brightest winners. Whether a client needs to scale a customer service operation quickly, secure an experienced accountant, or recruit specialized IT and engineering talent, Riverway combines local market insight, disciplined process, and high-touch service to deliver dependable results, accelerated hiring timelines, and long-term fit for both employers and professionals.

Permanent RecruitmentTemporary StaffingContract StaffingOil & GasRenewable EnergyMiningSupply Chain ManagementFreight ForwardingAirlines & Aviation

HQBellaire, United States

Abundant Solutions

Abundant Solutions is a family-owned, full-service staffing company founded in 2002 with offices in Tulsa, Dallas, and Claremore. The firm specializes in both office and industrial talent and delivers flexible solutions across temporary, temp-to-hire, direct hire, seasonal and peak production support, and employer payroll services. Known for rapid response, clear communication, and integrity, Abundant Solutions supports clients with proven screening and compliance processes that include nationwide criminal background checks, employment history and reference verification, skills assessments, I-9 and DHS E-Verify, and pre-employment drug testing. All employees are paid on W-2 and backed by workers’ compensation, general liability, state and federal unemployment insurance, and safety programs including basic OSHA and workplace training. The company’s recruiting coverage spans manufacturing and light industrial, skilled trades, administrative and clerical, engineering, information technology, and finance and accounting, with the ability to staff roles ranging from entry-level operators to C-level executives. Candidates benefit from weekly pay, direct deposit, medical, dental and vision options, holiday and vacation offerings, referral bonuses, and an employee handbook that sets clear expectations. For employers, Abundant Solutions reduces payroll costs and overtime, provides skilled labor when needed, and helps staff special projects or peak periods, all backed by a straightforward satisfaction guarantee: if a client is not fully satisfied within the first eight hours of an assignment, there is no charge for that time. Drawing on a deep local network and an experienced team, the firm matches company needs to candidate skills to consistently exceed expectations, shorten time-to-fill, and build long-term partnerships across Oklahoma and Texas. Abundant Solutions’ mission is to deliver and exceed mutually agreed upon expectations through proper client and candidate communication, and its vision centers on improving careers, businesses, and communities one placement at a time.

Temporary StaffingPermanent RecruitmentPayrolling/EORAutomotiveAerospaceDefenseTelecommunicationsCloud ComputingTelecom

HQTulsa, United States

Eleven Mortgage NMLS #2143

Eleven Mortgage, also known as 11 Mortgage, is the wholesale and correspondent lending division of Ark-La-Tex Financial Services, LLC (NMLS #2143), built to help mortgage brokers close more loans with precision, speed, and concierge-level support. The company’s team averages more than 20 years of wholesale and correspondent experience and pairs relationship-focused Account Executives with a proven operations staff and a modern broker portal to streamline every step from registration to funding. As an approved Fannie Mae and Freddie Mac Seller/Servicer and a Ginnie Mae issuer, Eleven Mortgage offers a full product menu spanning Conventional conforming and high-balance options, FHA, VA, USDA, Jumbo, Non-QM, and renovation financing, plus features such as 2/1 temporary buydowns, lender- or borrower-paid mortgage insurance, extended new-construction locks up to 12 months (with additional restrictions), and streamlined refinance paths like FHA Streamline and VA IRRRL where eligible. Their approach emphasizes direct access to underwriters, common-sense credit decisions, and an appraisal strategy built on trusted appraiser relationships rather than AMCs to improve speed and quality. Turn-time transparency is a hallmark, with updates across LE, setup, underwriting, conditions, docs, and funding—highlighting an operating model designed to move fast without sacrificing accuracy, including document prep measured in hours and the capability to fund in minutes under the right conditions. Underwriting leverages DU and LPA with manual options when appropriate, accommodating scenarios such as borrowers with thin or no credit under program guidelines, and aligning DTI and credit decisions to AUS findings. Brokers gain fast access to rates, lock desk support, and a client servicing hub to simplify post-closing needs. Guided by core values, rigorous licensing and compliance, and technology that’s friendly, simple, and fast, Eleven Mortgage consistently elevates broker and borrower experiences in the wholesale channel—on a scale of one to ten, it aims for eleven.

Permanent RecruitmentContract StaffingExec Search & Interim MgmtBankingInsuranceInvestment ManagementConstructionArchitectureInterior Design

HQPlano, United States

SearchWright, Inc.

SearchWright, Inc. is a boutique, founder-led recruitment firm based in San Francisco that for two decades has specialized in connecting exceptional talent with leading organizations, particularly across financial services, finance and accounting. The firm delivers two core solutions—direct-hire search and interim consulting—combining a consultative approach, rigorous process, and mastery of internet sourcing to efficiently identify and attract high-caliber professionals. SearchWright partners with clients to clearly define the skills and success profile critical to each role and works closely with candidates to align opportunities with next-step career goals, resulting in precise matches and long-term outcomes. Its client base spans boutique to large investment banks, hedge funds and other asset managers, private banking and wealth management, venture capital and private equity, mezzanine and senior capital providers, and real estate development and management companies. Beyond sector breadth, the firm’s functional expertise covers audit and risk advisory, finance and accounting, human resources, legal and compliance, operations, marketing and communications, and sales and business development, enabling support for middle to senior management, early to mid-career professionals, executive leaders, and administrative support talent. Interim consultants are engaged to fill immediate gaps, provide relief, or execute specific projects, leveraging SearchWright’s extensive temporary services experience. Ethical, discreet, and relationship-driven, the team emphasizes market insight, leading-edge technology, and hard work to deliver a seamless experience for hiring managers and candidates alike. With thousands of success stories, SearchWright is known for its ability to find, attract, and place top performers where talent and opportunity meet, serving both specialized financial services mandates and cross-industry searches that require depth in finance, governance, and business operations.

Permanent RecruitmentExec Search & Interim MgmtTemporary StaffingBankingInsuranceInvestment ManagementConstructionArchitectureInterior Design

HQSan Francisco, United States

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