Top Investment Portfolio Review freelancers

71 freelancers list Investment Portfolio Review on Upwork.

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Showing 50 of 71Data updated Nov 7

# Freelancer		SinceMember since
Daniel A. 🇺🇸🇺🇸 Elite Trading Coach \| White-Label AI Trading Platforms \| Course Design	$7k↓ 2%	Jul 2022Jul 14, 2022
Rodney R. 🇺🇸🇺🇸 13+ YEARS Certified Public Accountant \| Tax Expert \| Financial Advisor	$4k↓ 2%	Jul 2022Jul 27, 2022
Nathan E. 🇬🇧🇬🇧 Crypto Research Analyst \| Market Insights, Token Analysis, Trading	$3k↓ 19%	Feb 2025Feb 3, 2025
4 Narendar K. 🇮🇳 NewNew🇮🇳 Financial Planning \| Wealth Management, Management Skills, Neos Flow	$2k↑ 391%	Sep 2026Sep 19, 2026
5 Wasif R. 🇨🇦 NewNew🇨🇦 Financial Modeling & Valuation Analyst \| Excel, DCF & Startup Models	$2k↑ 36%	Jul 2026Jul 13, 2026
6 Mariana C. 🇧🇷 NewNew🇧🇷 Financial Planning \| Investment Banking, Investment Strategy	$2k↑ 19%	Aug 2026Aug 21, 2026
7 Syed Muhammad Fahad W. 🇸🇬🇸🇬 Financial Writer \| Ex-Portfolio Manager \| Bloomberg Contributor	$1k↑ 2%	Aug 2019Aug 12, 2019
8 Arnaud T. 🇫🇷🇫🇷 Startup Investor (VC) & Consultant	$1k↑ 8%	Feb 2026Feb 10, 2026
9 Venkatesh S. 🇮🇳🇮🇳 Senior Investment Analyst \| Financial Markets \| CRE	$1k↓ 5%	Mar 2015Mar 22, 2015
10 Gregory T. 🇺🇸 NewNew🇺🇸 Financial Planning \| Wealth Management, Financial Planning	$1k–	Sep 2026Sep 28, 2026

Freelancer	MRR	Member since
11 Md Rahis M. 🇧🇩🇧🇩 Trustpilot Negative Content Removal \| Amazon Book Promotion\| Glassdoor	$884↓ 13%	Dec 2025Dec 25, 2025
12 Md Alomgir H. 🇧🇩🇧🇩 Reputation Management \|Trustpilot \| Glassdoor \| Indeed \| G2 \|Capterra	$662↓ 1%	Sep 2025Sep 4, 2025
13 Ilmar R. 🇪🇪🇪🇪 AML & Compliance Specialist (ACAMS) \| Crypto & FinTech \| KYC/KYB \| EDD	$622↑ 82%	Aug 2023Aug 16, 2023
14 Abdul Rafay K. 🇵🇰🇵🇰 Crypto Investing \| Portfolio Strategy \| On-Chain Analysis	$372–	Mar 2020Mar 17, 2020
15 Benet B. 🇦🇱Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.🇦🇱 Certified Stock Analyst \| Equity Research, AI Training & AI finance	≈$358–	Jan 2024Jan 3, 2024
16 Luis Abreu A. 🇻🇪🇻🇪 EPC Project Specialist Engineer \| PMP	$340↓ 1%	Jun 2025Jun 28, 2025
17 Cayden M. 🇺🇸🇺🇸 Tax-Smart Financial Planning for Business Owners \| CFP / EA	$249↓ 2%	Nov 2022Nov 11, 2022
18 Xiaochun S. 🇨🇳🇨🇳 Bilingual Chinese\| Virtual Assistant \|Customer Service \|Finance expert	$243↑ 8%	Aug 2024Aug 17, 2024
19 Hemang J. 🇮🇳🇮🇳 Quantitative Trading, Options Research & Trading Automation	$239↑ 1%	Nov 2024Nov 24, 2024
20 Tom S. 🇬🇧🇬🇧 Quantitative Researcher \| Finance & Academic Data Analysis Expert	$207↓ 2%	Oct 2025Oct 22, 2025

Freelancer	MRR	Member since
21 Mst Helen A. 🇧🇩🇧🇩 Trustpilot Reviews Removal \| Google Nagative Review Removal \| ORM	$162↑ 49%	Jan 2025Jan 25, 2025
22 Syed Qasim S. 🇵🇰🇵🇰 PhD Finance: Assistant Professor/Researcher/Trainer	$115↑ 15%	Jan 2024Jan 17, 2024
23 Shin Yee L. 🇸🇬🇸🇬 Accountant	$104↓ 38%	Dec 2023Dec 20, 2023
24 Claire E. 🇺🇸🇺🇸 Carta Management: CapTables, Equity Plans, and Option administration	$88↓ 1%	Jun 2023Jun 7, 2023
25 Chaitanya S. 🇮🇳🇮🇳 Chartered Accountant \| CFA L3 Candidate \| Financial Conultancy\| Author	$86↑ 1%	Jan 2024Jan 22, 2024
26 Jason Y. 🇭🇰🇭🇰 CPA (Aust), CFA, FMVA \| Financial Modeling \| Free Samples Attached	$80↓ 1%	Jan 2025Jan 20, 2025
27 Nicklas H. 🇸🇪🇸🇪 Financial models, analysis and projections. Real Estate specialist	$69↓ 2%	Nov 2023Nov 6, 2023
28 Sam M. 🇹🇷🇹🇷 CFO \| CFA & MBA \| Financial Modeling & Dashboard \| Investor Reporting	$57↓ 20%	Mar 2025Mar 3, 2025
29 Daniel H. 🇺🇸🇺🇸 Investment Advisor \| USD 5M+ Equity Portfolios \| Ex-Goldman Sachs	$41–	Feb 2022Feb 14, 2022
30 Saddam H. 🇵🇰🇵🇰 Financial Modeling \| Valuation \| CFO \| Investments \| CA, CAIA, FMVA	$36–	Mar 2020Mar 28, 2020

Freelancer	MRR	Member since
31 Natalia I. 🇺🇸🇺🇸 Financial Planning Specialist \| Portfolio Management & Analytics	$27↓ 1%	Jun 2023Jun 15, 2023
32 Yamman M. 🇵🇰🇵🇰 US Stocks Analyst \| Systematic Trading Strategy \| Portfolio Consultant	$21↑ 395%	Aug 2013Aug 7, 2013
33 Mani Brahmendra Rao K. 🇮🇳🇮🇳 Elite Trading Mentor I Trader & Coach I Crypto, Forex, Stocks, Options	$13↓ 34%	Mar 2025Mar 11, 2025
34 Anthony Joseph P. 🇺🇸🇺🇸 Tax Consultant, Financial Planner, Researcher	$0↓ 1%	Nov 2024Nov 26, 2024
35 Wassim B. 🇫🇷🇫🇷 6+ yrs Exp \| Data Expert for Investor Reports \| Financial Research	$0–	May 2025May 2, 2025
36 Jay B. 🇬🇧🇬🇧 Ex-JPM Quant Trader \| Crypto AI Algo \| Fintech Risk Compliance Expert	$0–	Apr 2017Apr 13, 2017
37 Jose Adolfo C. 🇨🇴🇨🇴 AI for Finance \| Quantitative Analysis \| Financial Models & Valuation	$0–	May 2022May 31, 2022
38 Jefferson R. 🇵🇭🇵🇭 Experienced Trader \| Financial Markets Expert \| Stocks, FOREX & Crypto	$0–	Nov 2022Nov 13, 2022
39 Jordan W. 🇺🇸🇺🇸 Excel Expert \| Data Cleanup, Automation, & Custom Tools	$0–	Jun 2025Jun 1, 2025
40 Joseph L. 🇺🇸🇺🇸 Senior Investment Consultant	$0–	Jul 2025Jul 31, 2025

Freelancer	MRR	Member since
41 Oumar B. 🇬🇧🇬🇧 Investment professional skilled in financial modelling & fundraising	$0–	Aug 2025Aug 31, 2025
42 Felix F. 🇩🇪🇩🇪 Real Estate Investment Analyst	$0–	Apr 2023Apr 8, 2023
43 Stephen M. 🇰🇪🇰🇪 Philanthropy & impact capital strategist for non-profits and funders.	$0–	Dec 2025Dec 10, 2025
44 Randy S. 🇮🇩🇮🇩 Asset Management/ Financial Modelling/ Investment Advisory/ Consulting	$0–	Aug 2023Aug 21, 2023
45 Mohammed Aimane Z. 🇫🇷🇫🇷 Investment & Risk Analyst \| Wealth Strategy & Risk Assessment \| MBA	$0–	Dec 2018Dec 3, 2018
46 Muhammad Z. 🇵🇰🇵🇰 Forex & Prop Firm Trading Specialist \| FTMO Pass Expert Algo Strategy	$0–	Dec 2022Dec 12, 2022
47 Viktoria T. 🇦🇲🇦🇲 Financial Research & Analysis \| Business Plan \| Pitch Deck design	$0–	Jul 2021Jul 23, 2021
48 Jean-Marc P. 🇫🇷🇫🇷 French English - Wealth Advisor & Astrologer & Transcriber & Annotator	$0–	Feb 2016Feb 23, 2016
49 Vasileios K. 🇬🇷🇬🇷 Quant \| Trading Systems Engineer	$0–	Jan 2021Jan 4, 2021
50 Pablo L. 🇪🇸🇪🇸 Professional Copywriting/Editing Services in Spanish/English	$0–	Jan 2026Jan 22, 2026

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