Top Investment Research freelancers

535 freelancers list Investment Research on Upwork.

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Showing 50 of 535Data updated Nov 7

# Freelancer		SinceMember since
William M. 🇨🇦🇨🇦 Fractional CFO \| Financial Modeling & Valuation \| 25 YR CFA	$28k↑ 2%	May 2020May 23, 2020
Monica C. 🇺🇸🇺🇸 Expert Fractional CFO \| Financial Model \| Business Plan \| Pitch Deck	$12k↑ 6%	Jan 2017Jan 5, 2017
Jeff M. 🇺🇸🇺🇸 Commercial Real Estate Expert (Underwriting, CFO, Financial Analysis)	$7k↓ 20%	Oct 2019Oct 16, 2019
4 Rafael M. 🇧🇷🇧🇷 Crypto Researcher \| On-Chain Analysis \| Blockchain Intelligence	$7k↑ 4%	Sep 2021Sep 23, 2021
5 Daniel A. 🇺🇸🇺🇸 Elite Trading Coach \| White-Label AI Trading Platforms \| Course Design	$7k↓ 2%	Jul 2022Jul 14, 2022
6 James R. 🇪🇸🇪🇸 Sales Director in Sanctions and Export Controls Training	$6k↑ 10%	Oct 2023Oct 4, 2023
7 Nigina Y. 🇺🇸🇺🇸 M&A \| Corporate Development \| Financial Modeling \| Valuation	$5k↑ 34%	Sep 2025Sep 1, 2025
8 Shohag M. 🇧🇩🇧🇩 Cold Outreach \| Appointment Setting \| Lead Generation \| Sales Growth	$5k↓ 5%	Feb 2012Feb 18, 2012
9 Sahas A. 🇮🇳🇮🇳 Online Business Exit Advisor \| M&A Business Broker (Flippa Certified)	$4k↑ 4%	Dec 2018Dec 7, 2018
10 Andres V. 🇪🇨🇪🇨 M&A \| CIMs, Valuations & Financial Modeling \| Excel Expert	$4k↑ 10%	Jan 2023Jan 10, 2023

Freelancer	MRR	Member since
11 Jonathan S. 🇪🇪🇪🇪 Finance & Biotech Writer/Analyst (French/English)	$4k↑ 4%	Apr 2017Apr 5, 2017
12 Anand U. 🇮🇳🇮🇳 Fractional CFO & Senior Financial Analyst \| Einstein's Prodigy	$4k↓ 13%	Mar 2022Mar 17, 2022
13 Charif T. 🇨🇦🇨🇦 CFO, Fractional CFO, Financial Analysis, Due Diligence-Financial Model	$4k↓ 22%	Aug 2022Aug 22, 2022
14 Morgan M. 🇺🇸🇺🇸 Financial Models for Founders, Operators & Deal Teams	$3k↑ 9%	Nov 2017Nov 9, 2017
15 Kevin G. 🇺🇸🇺🇸 Fractional CFO, Capital Raising, Strategic Advisor, and Tax Specialist	$3k↓ 4%	Nov 2016Nov 28, 2016
16 Ukadike M. 🇳🇬🇳🇬 Financial Market Analyst\| Content Writer\| Investment writer	$3k↑ 2%	Aug 2022Aug 27, 2022
17 Tabor N. 🇺🇸🇺🇸 HubSpot, Data Cleansing, List Building, Data Entry and Operations.	$3k↑ 3%	Dec 2011Dec 6, 2011
18 Pedro M. 🇺🇸 NewNew🇺🇸 CRE Consultant \| Asset Management, Underwriting & Due Diligence	$3k↑ 15%	Jun 2026Jun 8, 2026
19 Robert S. 🇺🇸🇺🇸 Harvard-Educated Strategic Business Communications and SEO Expert	$3k↑ 8%	Aug 2020Aug 4, 2020
20 Charles L. 🇫🇷🇫🇷 AI & Data Engineer \| Revenue Management, STR, Pricing, Pricelabs, SaaS	$3k↑ 1%	Mar 2022Mar 15, 2022

Freelancer	MRR	Member since
21 Gene L. 🇸🇬🇸🇬 Senior Finance Writer \| Wealth, Investment & Financial Products	$3k↑ 15%	Oct 2016Oct 19, 2016
22 Guillermo P. 🇺🇸🇺🇸 Trader & Coach \| Stocks, Options, Crypto \| Market Researcher & Writer	$3k↓ 15%	Dec 2021Dec 12, 2021
23 John B. 🇺🇸🇺🇸 Biz Strategy, Mrkt & Sales Services \| Expert Vetted \| 15 Yrs on Upwork	$3k0%	Nov 2012Nov 7, 2012
24 Maximiliano O. 🇦🇷🇦🇷 Appsheet Developer \| Google App Script \| Business Growth Strategist	$3k↑ 1%	Sep 2022Sep 14, 2022
25 Anthony d. 🇺🇸🇺🇸 Writer/ Financial Analyst/ Researcher	$3k↑ 3%	Sep 2015Sep 17, 2015
26 Marc Gebby L. 🇵🇭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.🇵🇭 CPA \| Quickbooks Online Bookkeeper \| Financial Analyst \| Virtual CFO	≈$3k–	Dec 2018Dec 17, 2018
27 Matthew F. 🇺🇸🇺🇸 Financial Modeling, Projections, FP&A, Fractional CFO	$3k↓ 5%	May 2017May 9, 2017
28 Narendar K. 🇮🇳 NewNew🇮🇳 Financial Planning \| Wealth Management, Management Skills, Neos Flow	$2k↑ 394%	Sep 2026Sep 19, 2026
29 Nirob A. 🇵🇹🇵🇹 B2B Lead Generation Expert \| ICP, Buying Signals & Data Enrichment	$2k↓ 14%	May 2016May 15, 2016
30 Georgina M. 🇬🇧🇬🇧 Online Research & Verified Data \| Databases, Leads & Due Diligence	$2k↑ 6%	Dec 2022Dec 28, 2022

Freelancer	MRR	Member since
31 Yi L. 🇨🇳🇨🇳 Investor Pitch Deck \| Startup Pitch Deck\| Business Presentation Design	$2k↑ 1%	Jan 2022Jan 15, 2022
32 Enrik M. 🇩🇪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.🇩🇪 Fractional CFO , Venture Partner	≈$2k–	Feb 2020Feb 19, 2020
33 Oren L. 🇺🇸🇺🇸 Lawyer specializing in securities law and consumer finance	$2k↓ 5%	Nov 2022Nov 24, 2022
34 Lauren B. 🇨🇦🇨🇦 Financial Copywriter \| CFA \| FMVA	$2k↑ 17%	Mar 2020Mar 26, 2020
35 Bilal A. 🇵🇰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.🇵🇰 Financial Analyst \| Forex/Stock Trader \| Financial Data Analyst	≈$2k–	Jun 2018Jun 15, 2018
36 Melissa M. 🇵🇭🇵🇭 Operations Assistant \| Project Coordinator \| Compliance Support	$2k↑ 15%	Dec 2020Dec 28, 2020
37 Mark G. 🇦🇺🇦🇺 Finance Writer \| Equity Research \| Content Strategy \| Finance Manager	$2k↑ 12%	Mar 2018Mar 9, 2018
38 Ani S. 🇦🇲🇦🇲 Financial Analyst \| Investment Strategy \| AI Trainer	$2k↑ 7%	Sep 2016Sep 12, 2016
39 Aliya B. 🇺🇸🇺🇸 AI consultant and strategist \| NVIDIA \| ex-Morgan Stanley	$2k↓ 18%	May 2024May 25, 2024
40 Mariana C. 🇧🇷 NewNew🇧🇷 Financial Planning \| Investment Banking, Investment Strategy	$2k↑ 20%	Aug 2026Aug 21, 2026

Freelancer	MRR	Member since
41 Karl M. 🇺🇸 NewNew🇺🇸 Turnaround & Interim CFO \| Distressed Finance & Due Diligence	$2k↓ 12%	Jul 2026Jul 27, 2026
42 Syed Muhammad Fahad W. 🇸🇬🇸🇬 Financial Writer \| Ex-Portfolio Manager \| Bloomberg Contributor	$1k↑ 2%	Aug 2019Aug 12, 2019
43 Arnaud T. 🇫🇷🇫🇷 Startup Investor (VC) & Consultant	$1k↑ 8%	Feb 2026Feb 10, 2026
44 Venkatesh S. 🇮🇳🇮🇳 Senior Investment Analyst \| Financial Markets \| CRE	$1k↓ 5%	Mar 2015Mar 22, 2015
45 James M. 🇺🇸🇺🇸 Institutional Investor-Ranked Equity Research Analyst	$1k↑ 67%	Nov 2019Nov 24, 2019
46 Abhishek G. 🇮🇳🇮🇳 Algorithmic Trading Developer \| AI Agent Fleet Deployments	$1k↑ 33%	Jul 2018Jul 18, 2018
47 Bryan J. 🇺🇸🇺🇸 CFA Charterholder \| Financial Analyst \| Fractional CFO	$1k↓ 13%	Oct 2019Oct 5, 2019
48 Gregory T. 🇺🇸 NewNew🇺🇸 Financial Planning \| Wealth Management, Financial Planning	$1k–	Sep 2026Sep 28, 2026
49 Drew D. 🇺🇸🇺🇸 Survey Research \| Financial Model Review \| Research Memos	$1k↑ 139%	Jan 2026Jan 3, 2026
50 Austin P. 🇺🇸🇺🇸 Full Stack Fintech Marketer.	$1k↓ 4%	Oct 2017Oct 11, 2017

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