Top Investment Strategy freelancers

326 freelancers list Investment Strategy on Upwork.

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Showing 50 of 326Data updated Nov 7

# Freelancer		SinceMember since
Justin S. 🇺🇸🇺🇸 Fractional CFO \| FP&A \| Strategic Finance\| Bookkeeping	$12k↓ 11%	Oct 2017Oct 8, 2017
Daniel A. 🇺🇸🇺🇸 Elite Trading Coach \| White-Label AI Trading Platforms \| Course Design	$7k↓ 2%	Jul 2022Jul 14, 2022
James R. 🇪🇸🇪🇸 Sales Director in Sanctions and Export Controls Training	$6k↑ 10%	Oct 2023Oct 4, 2023
4 Mark F. 🇺🇸🇺🇸 Real Estate Analyst & Advisor \| Financial Modeling & Deal Structuring	$6k↓ 9%	Nov 2024Nov 23, 2024
5 Judd H. 🇺🇸🇺🇸 Fractional CFO \| Growth Specialist \| 20 Years Experience	$6k↑ 25%	Aug 2024Aug 22, 2024
6 Marco S. 🇨🇭🇨🇭 Quant Researcher \| Hedge Fund Manager	$5k↑ 45%	Oct 2017Oct 26, 2017
7 Sade D. 🇺🇸🇺🇸 Nonprofit Fundraising Specialist \| Top Rated	$5k↑ 9%	Mar 2017Mar 13, 2017
8 Federico C. 🇨🇴🇨🇴 Financial Analyst	$5k↑ 5%	Jun 2018Jun 17, 2018
9 Marguerite M. 🇺🇸🇺🇸 Finance & cap tables: startups, SMBs, attorneys, real estate investors	$4k↓ 19%	Nov 2015Nov 4, 2015
10 Kshitij S. 🇮🇳🇮🇳 Quant Finance, ML/AI Modeler\| Trading Developer, Backtester \| FRM, CFA	$4k↓ 26%	Jun 2025Jun 14, 2025

Freelancer	MRR	Member since
11 Anand U. 🇮🇳🇮🇳 Fractional CFO & Senior Financial Analyst \| Einstein's Prodigy	$4k↓ 13%	Mar 2022Mar 17, 2022
12 Charif T. 🇨🇦🇨🇦 CFO, Fractional CFO, Financial Analysis, Due Diligence-Financial Model	$4k↓ 22%	Aug 2022Aug 22, 2022
13 Rodney R. 🇺🇸🇺🇸 13+ YEARS Certified Public Accountant \| Tax Expert \| Financial Advisor	$4k↓ 2%	Jul 2022Jul 27, 2022
14 Kevin G. 🇺🇸🇺🇸 Fractional CFO, Capital Raising, Strategic Advisor, and Tax Specialist	$3k↓ 4%	Nov 2016Nov 28, 2016
15 Alexander V. 🇩🇪 NewNew🇩🇪 Accounting & Consulting	$3k↑ 53%	Aug 2026Aug 31, 2026
16 Pedro M. 🇺🇸 NewNew🇺🇸 CRE Consultant \| Asset Management, Underwriting & Due Diligence	$3k↑ 15%	Jun 2026Jun 8, 2026
17 Robert S. 🇺🇸🇺🇸 Harvard-Educated Strategic Business Communications and SEO Expert	$3k↑ 8%	Aug 2020Aug 4, 2020
18 Arthur A. 🇩🇪🇩🇪 Trading Systems Engineer \| Quant Developer	$3k↓ 1%	Nov 2021Nov 24, 2021
19 Brad S. 🇦🇺 NewNew🇦🇺 Financial Planning \| Financial Coach - Over 20 years of trusted advice	$3k↑ 416%	Sep 2026Sep 13, 2026
20 Guillermo P. 🇺🇸🇺🇸 Trader & Coach \| Stocks, Options, Crypto \| Market Researcher & Writer	$3k↓ 15%	Dec 2021Dec 12, 2021

Freelancer	MRR	Member since
21 Jorge Andres L. 🇭🇳🇭🇳 Real Estate VA - MS Office, QBO, Invoicing, and General Support	$3k↓ 2%	Dec 2022Dec 20, 2022
22 Saleh H. 🇵🇰🇵🇰 M&A Deal Sourcing \| Acquisition Research \| DCF, Comps, M&A Models	$3k↑ 20%	Feb 2025Feb 2, 2025
23 Deen C. 🇺🇸🇺🇸 CPA \| US Tax Return Filing Expert \| Tax Strategist \| Audit & Reviews	$3k↓ 8%	Jul 2024Jul 2, 2024
24 Dimitry S. 🇺🇸🇺🇸 Fractional CFO \| Accounting \| Bookkeeping \| Financial Modeling \| CFO	$3k↓ 3%	Nov 2018Nov 19, 2018
25 Elsie R. 🇬🇧 NewNew🇬🇧 Startup Consultant and Growth Advisor \| Exited Consumer Brand Founder	$2k0%	Apr 2026Apr 14, 2026
26 Harvey S. 🇵🇭🇵🇭 Business Development	$2k↑ 2%	May 2021May 20, 2021
27 Ikona L. 🇺🇸🇺🇸 Construction Accounting & Finance \| Project Management & Controls	$2k↓ 11%	Oct 2021Oct 24, 2021
28 Kelly M. 🇺🇸🇺🇸 Master Financial Integrator, Fractional CFO, Accountant, Bookkeeper	$2k↓ 25%	Apr 2015Apr 7, 2015
29 Lauren B. 🇨🇦🇨🇦 Financial Copywriter \| CFA \| FMVA	$2k↑ 17%	Mar 2020Mar 26, 2020
30 Tom Kelly D. 🇵🇭🇵🇭 Detail-Oriented VA, Specializing in Admin Tasks & Client Relations	$2k↓ 1%	Jan 2024Jan 3, 2024

Freelancer	MRR	Member since
31 CA Jay V. 🇮🇳🇮🇳 Equity & Options Trader \| Investment Strategist \| Chartered Accountant	$2k↑ 5%	May 2025May 16, 2025
32 Mizanur R. 🇧🇩🇧🇩 Crowdfunding Business Development \| Kickstarter, Indiegogo, E-commerce	$2k↓ 14%	Jul 2013Jul 12, 2013
33 Mariana C. 🇧🇷 NewNew🇧🇷 Financial Planning \| Investment Banking, Investment Strategy	$2k↑ 20%	Aug 2026Aug 21, 2026
34 Ali E. 🇨🇦🇨🇦 AI Go-to-Market Strategist & Operator \| B2B SaaS GTM \| USA & Canada	$1k↓ 30%	Jun 2019Jun 2, 2019
35 James M. 🇺🇸🇺🇸 Institutional Investor-Ranked Equity Research Analyst	$1k↑ 67%	Nov 2019Nov 24, 2019
36 Emmanuel P. 🇳🇬🇳🇬 Algorithmic Trading Developer \| Quant Research & Data Analysis	$1k↓ 1%	Jan 2022Jan 20, 2022
37 Gregory T. 🇺🇸 NewNew🇺🇸 Financial Planning \| Wealth Management, Financial Planning	$1k–	Sep 2026Sep 28, 2026
38 Mariam K. 🇬🇪🇬🇪 Pitch Deck Strategist & Presentation Designer \| Get Investor-Ready	$1k↓ 10%	Nov 2025Nov 6, 2025
39 Mohammad A. 🇵🇰🇵🇰 Accountant \| Financial Analyst \| Financial Modeler \| Writer \| Teacher	$1k↑ 10%	Mar 2017Mar 15, 2017
40 Aref H. 🇱🇧🇱🇧 Business Strategy & Advisory Consultant \| Audit, Growth & Market Entry	$1k↓ 36%	Dec 2022Dec 7, 2022

Freelancer	MRR	Member since
41 Benjamin C. 🇺🇸🇺🇸 M&A & Business Valuation \| Financial Modeling \| CFA	$1k↓ 1%	Jan 2019Jan 11, 2019
42 Subhajit G. 🇮🇳🇮🇳 Finance, Tax Consultant, Valuer, Licensed CPA(Illinois and Colorado)	$1k↓ 15%	May 2020May 1, 2020
43 Al H. 🇬🇧🇬🇧 Senior Digital Specialist	$964↑ 3%	Dec 2020Dec 1, 2020
44 Olaniyi M. 🇳🇬 NewNew🇳🇬 Forex Manager \| Prop Firm Trader \| MT4/MT5 EA Robot \| FTMO Challenge	$940↓ 29%	Oct 2025Oct 21, 2025
45 Karan K. 🇮🇳 NewNew🇮🇳 Accounting & Finance \| Global Compliance \| Tax Specialist	$919↑ 27%	Apr 2021Apr 26, 2021
46 Naoufal S. 🇲🇦🇲🇦 Financial Writer \| Trading/Investing Expert \| FX, Commodities, Stocks	$829↓ 13%	May 2022May 25, 2022
47 Ovar W. 🇹🇭🇹🇭 Value Investing \| Data Analysis	$820↑ 16%	Feb 2024Feb 28, 2024
48 Katarina P. 🇺🇸🇺🇸 QA & Testing \| Financial Audit, Call Center Management, Server	$770↑ 2%	Jul 2022Jul 25, 2022
49 Modupe D. 🇳🇬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 Sep 8, 2026.🇳🇬 Forex Account Manager \| Forex Trading Coach \| Forex Prop Firm Expert	≈$765–	Oct 2025Oct 28, 2025
50 Patricio B. 🇦🇷🇦🇷 Financial Analyst with 5 years of experience	$712↓ 18%	Mar 2021Mar 10, 2021

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