Hire the Top 3% of Freelance Investment Strategists

Toptal is a marketplace for top Investment Strategists. Top companies and start-ups hire Investment Strategy freelancers from Toptal for their mission-critical projects.

No-Risk Trial, Pay Only If Satisfied.

Trusted by leading brands and startups

Hire Freelance Investment Strategists

Neil Portus | CFA, CMA

Freelance Investment Strategist

United StatesToptal Member Since March 16, 2017

Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.

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Alex Graham, CFA

Freelance Investment Strategist

United KingdomToptal Member Since December 17, 2016

Alex is a London-based CFA charterholder who has had a global career. He enjoys freelancing to keep abreast of industry trends and to reinforce his experience from venture capital, consulting, and bond/currency trading. With a technical skillset and an engaging communicative touch, he is proficient in valuations and market analysis. His breadth of work has ranged from projects with the Bank of England to helping a jewelry entrepreneur fundraise.

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Evan Fisher

Freelance Investment Strategist

United StatesToptal Member Since August 24, 2017

Evan is a former investment bank VP offering a simple value prop: better-than-Wall-Street quality documents and advice at a fraction of the price. His work is responsible for over $1 billion invested in SMEs and has sat in every seat at the boardroom table as a director, shareholder, executive, and advisor. He enjoys helping businesses plan and refine their strategies, prepare for corporate actions, and hone their capital-raising approach.

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Juba Tsuladze

Freelance Investment Strategist

United KingdomToptal Member Since February 7, 2017

Juba is the founder of angioClast, a Cambridge-based biotech startup focused on cancer research. Before entrepreneurship, Juba was a seasoned CFO with multi-industry experience and has worked on projects ranging from an equity sale of a $150 million telecom company to the turnaround of a $50 million hotel business. He joined the Toptal network to resolve diverse challenges in FP&A, M&A, buyouts, and strategic analysis.

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Raphael Rottgen, CFA FRM

Freelance Investment Strategist

SwitzerlandToptal Member Since August 22, 2017

Raphael was the co-founder of a fintech company which he grew to 50 employees and merged with a competitor after four years. He's co-founded two investment firms, including a blockchain one, and worked for 15 years as a global investor and an M&A banker at Deutsche Bank and JP Morgan. He also holds a master's in AI and is a graduate of the International Space University. As a consultant, he's passionate about helping innovative businesses grow.

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Evgeny Vostretsov, CFA, FRM, CAIA

Freelance Investment Strategist

United StatesToptal Member Since February 25, 2017

A hedge fund analyst and a former CFO of a startup, Evgeny performed deep-dive research on 15+ public equities and evaluated 30+ private equity and mezzanine debt transactions. Before getting an MBA from Chicago Booth, Evgeny founded an online retailer that sold across 11 time zones. He has advised on $5B+ valuations while at E&Y. He enjoys freelancing to help clients with evaluating investments, financial modeling, capital raising, and M&A.

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Dave Harpur

Freelance Investment Strategist

United KingdomToptal Member Since October 4, 2017

A chartered accountant with more than 15 years' experience, Dave has directly led double-digit EBITDA growth and over £1 billion in debt, equity, and M&A transactions while at leading private equity and consultancy firms (Global Infrastructure Partners, Octopus, IFM, and Deloitte). As a freelancer, he enjoys advising clients on strategy execution, debt and equity capital fundraising, corporate finance, and complex financial transactions.

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Steve Sprindis

Freelance Investment Strategist

United StatesToptal Member Since January 4, 2017

Steve is an experienced financial executive and consultant with a broad range of experience ranging from deep dive financial analysis to M&A and valuation work. He has experience as a CFO, private equity investor, and investment banker. Steve has worked with over fifty companies on preparing business plans and offering memorandums and financial models, and has helped finance early and late stage companies, real estate, and other assets.

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Thorsten Jabas

Freelance Investment Strategist

United KingdomToptal Member Since January 23, 2017

Thorsten is a corporate finance advisor and interim CFO with an international career in investment banking (Lehman Brothers, Banco Santander) and the experience of launching and advising start-ups. He supports SMEs in the TMT, health care, consumer, and business services sectors with a passion for solving strategic and financial challenges. He is also an expert financial modeler and speaks English, German, and a bit of French.

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Calvin Clark

Freelance Investment Strategist

United StatesToptal Member Since March 20, 2017

Calvin has helped raise a total of over $300 million in capital for dozens of VC-backed startups, PE-backed middle market companies, public companies and investment funds. He has run several buy and sell-side M&A processes. As a freelancer, he enjoys exploring strategic opportunities with companies undergoing significant change and growth. He has extensive experience in mobile technology, financial services, edtech, and transaction processing.

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Zachary Elfman

Freelance Investment Strategist

SpainToptal Member Since January 1, 2017

An American now resident in Spain, Zachary continued in London after completing his master's at the LSE, first as an analyst for a PE fund before switching to a global value hedge fund. He's an expert in modeling, fundamental analysis, and valuation. As a freelancer, he's completed the sale of a small business, advised on early-stage funding rounds, and acted as interim CFO for upstart companies. When he is not freelancing, he enjoys making wine.

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Testimonials

Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you.

Pete Pellizzari, CEO

Budder, Inc.

Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company.

Romy Parzick, COO

Student Loan Benefits, Inc. dba Vault

Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future.

Doug MacKay, Founder / CEO

SideKick

Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again.

Chris Pozek, CEO

Veterans Rideshare

What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently.

Chris Pozek, CEO

Veterans Rideshare

Scott had a lot of finance experience which he used to ask the right questions and help us do things more quickly than we would have done without him. The commission model is crucial to us being able to scale, he integrated seamlessly with our finance team and efficiently got us the outputs we needed.

Naushad Parpia, Founder and CEO

GSD

I was very impressed with the quality of finance talent in Toptal’s network. Our expert's experience was immediately evident through his insightful questions and the speed at which we could move. Toptal stayed on top of the process from making the match through to the successful completion of the project. I've already recommended Toptal Finance to my network.

Naushad Parpia, Founder and CEO

GSD

How to Hire Investment Strategists through Toptal

1

Talk to One of Our Industry Experts

A Toptal director of finance will work you to understand your goals, technical needs, and team dynamics.
2

Work With Hand-Selected Talent

Within days, we'll introduce you to the right Investment Strategist for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

Work with your new Investment Strategist for a trial period (pay only if satisfied), ensuring they're the right fit before starting the engagement.

FAQs

  • How are Toptal Investment Strategists different?

    At Toptal, we thoroughly screen our Investment Strategists to ensure we only match you with talent of the highest caliber. Of the more than 100,000 people who apply to join the Toptal network each year, fewer than 3% make the cut. You'll work with finance experts (never generalized recruiters or HR reps) to understand your goals, technical needs, and team dynamics. The end result: expert vetted talent from our network, custom matched to fit your business needs. Start now.

  • Can I hire Investment Strategists in less than 48 hours through Toptal?

    Depending on availability and how fast you can progress, you could start working with an Investment Strategist within 48 hours of signing up. Start now.

  • What is the no-risk trial period for Toptal Investment Strategists?

    We make sure that each engagement between you and your Investment Strategist begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you're completely satisfied with the results, we'll bill you for the time and continue the engagement for as long as you'd like. If you're not completely satisfied, you won't be billed. From there, we can either part ways, or we can provide you with another expert who may be a better fit and with whom we will begin a second, no-risk trial. Start now.

Tap Into World-Class Talent

  • Trusted Experts Only

    Trusted Experts Only

    All of our talent are seasoned experts who ramp up quickly, readily contribute as core team members, and work with you to minimize onboarding time.

  • The Right Fit

    The Right Fit

    We have a knack for matching you with the right fit. Start working with your new hire on a no-risk trial period, paying only if satisfied.

  • Scale as Needed

    Scale as Needed

    Hire in under 2 weeks and scale your team up or down as needed, no strings attached.

  • Seamless Hiring

    Seamless Hiring

    We handle all aspects of billing, payments, and NDA’s. Let us take care of the overhead while you focus on building great products.

  • Flexible Engagements

    Flexible Engagements

    Choose the engagement type that suits your needs — hourly, part-time, or full-time — with the ability to change anytime.

  • Expert Talent Matching

    Expert Talent Matching

    Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.

Top Investment Strategists are in High Demand.

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