Top Financial Services Firms in Shanghai

Ratings Updated: May 19, 2026

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2 Leaders 14 Contenders

16 Companies

Country: China

City: Shanghai

List of the Top Shanghai Financial Services Companies

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What are Featured Providers?

CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Shanghai, China

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent feedback for CSTMR highlights their expertise in branding and digital strategy, particularly in the fintech sector. A client from ValidMind noted significant improvements, including a tripling of website traffic and customer growth following a comprehensive rebranding and website overhaul. The agency's project management was praised for responsiveness and timely delivery. Clients recommend clear communication of goals to maximize the partnership's effectiveness. Overall sentiment is highly positive, reflecting confidence in CSTMR's capabilities.
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Average Project Cost Breakdown

$50,000 to $199,999 (2) $10,000 to $49,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.
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More responsive than most other service providers

CSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves Shanghai, China

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

Talent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more
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Industry Experience

Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisure

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.
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Sapience Pro

4.9 6 reviews

$5,000+

Undisclosed

10 - 49

Shanghai, China

Services provided

10% Accounting

15% Business Consulting

15% Finance & Accounting Outsourcing (FAO) +6 services

15% HR Outsourcing

15% PEO/Employee Leasing

10% Financial Consulting

10% Recruiting

5% HR Consulting

5% Staffing

Sapience Pro is an accounting services firm specializing in tax preparation, financial analysis, and business auditing. They are praised for their transparency and professionalism, with 100% of reviewers noting their efficient handling of tax issues and license applications. Additionally, clients appreciate their dedicated communication, highlighting their attentive project management and delivery of tasks within agreed timelines.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Payroll, Tax & Recruiting Services for Water-Based Paint Co
5.0 — Sapience Pro provides outsourced payroll and tax services for a water-based paint company. The team has also sourced accounting candidates in the past based on the client's job descriptions. Read more
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Industry Experience

Sapience Pro has demonstrated expertise across multiple industries, including Chemicals & Biotechnology, Real Estate, Consulting, and Business Services. Clients commend their high-quality and timely delivery of accounting and HR outsourcing services in Chemicals, effective problem-solving in Real Estate, and transparency and professionalism in Consulting. Overall, sentiment is positive, highlighting their strengths in providing tailored solutions and reliable communication. Businesses in these sectors can expect impactful collaboration, making Sapience Pro a fitting choice for their project needs.
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Chemicals & Biotechnology Real estate Consulting Business services

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China (2) Italy (1) Kazakhstan (1)

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Review Rating from Clients

4.8/5.0

Quality

4.5

Schedule

4.8

Cost

4.0

Willing to Refer

4.8

Shanghai-based clients praise Sapience Pro for their reliable HR outsourcing and accounting services, handling complex projects like staff placement and financial management. They value high-quality, timely work, effective communication, and problem-solving skills, demonstrating extensive experience supporting diverse business needs in China.
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HROne

4.8 2 reviews

Undisclosed

Undisclosed

10 - 49

Shanghai, China

Services provided

60% Accounting

10% HR Consulting

10% PEO/Employee Leasing +3 services

10% Recruiting

5% HR Outsourcing

5% Staffing

HROne is a business services company specializing in Employer of Record (EOR) services, payroll management, and compliance, particularly for global and local employment operations. Reviews highlight their reliability, cost-effectiveness, and timely project management, with 100% of reviewers noting positive outcomes in employment management and smooth workflow processes. Some suggest enhancing their digital presence as a potential improvement.

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Reviews mention Helpful
Clients have expressed high satisfaction with HROne's reliability and effective project management. One review highlights that HROne's support has led to improved employee satisfaction and efficient local hiring in China, with no compliance issues reported. The team is praised for being responsive and timely, consistently delivering on their commitments. Overall, the sentiment regarding HROne's helpfulness is positive, with clients appreciating their proactive approach and the seamless handling of employment operations.

HR Outsourcing for Business Services Company

4.5 Mar 31, 2026

HROne is reliable, responsible, and timely. They’re always ready to help. We have positive feedback from our employees, too.
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0 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, client feedback for HROne has been overwhelmingly positive. NNRoad's executive assistant highlighted their reliability and effectiveness in managing local employment operations in China, noting impressive results in compliance and employee satisfaction. The project management was praised for timely deliveries and proactive communication. Clients appreciate HROne's support, although they suggested improvements in digital presence. Overall, HROne is viewed as a dependable partner for global employment services.
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Industry Experience

HROne has demonstrated expertise in the Financial Services and Business Services industries. Clients in Financial Services praised their smooth workflow and effective HR services for employing foreigners, highlighting a supportive account manager. In the Business Services sector, they were noted for reliable local employment operations in China, showcasing strong compliance and quick onboarding processes. Overall, feedback reflects a positive sentiment, emphasizing HROne's reliability, responsiveness, and cost-effectiveness in managing global employment needs.
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Business services Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have consistently praised HROne for offering reasonable fees and high value for money. One client highlighted that their services were more cost-effective than establishing their own office, enhancing employee satisfaction and operational efficiency. Another review noted the smooth workflow and timely support from account managers, reinforcing the perception of HROne as a reliable partner. Overall, the sentiment towards HROne's pricing and value proposition is overwhelmingly positive, with minimal areas for improvement identified.
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Links International

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Shanghai, China

Services provided

10% Accounting

50% HR Outsourcing

20% PEO/Employee Leasing +3 services

10% Recruiting

5% HR Consulting

5% Staffing

Links International is a HR Outsourcing company. They were founded in 1999, and their services include HR Outsourcing and PEO/Employee Leasing.
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Shanghai, China

Room 304, Platinum Building, No. 233 Taicang Road, Huangpu District, Shanghai
Shanghai, China 200021
21 - 30

+86.215.368.0000

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Top FDI

Not yet reviewed

$5,000+

$150 - $199 / hr

10 - 49

Shanghai, China

Services provided

50% Accounting

50% Business Consulting

Located in Shanghai, China, Top FDI is a Business Consulting and Accounting company. They provide Business Consulting and Accounting.
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Connectus Group

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Shanghai, China

Services provided

20% Accounting

80% HR Consulting

Launched in 2012, Connectus Group is a HR Consulting company. Their services include HR Consulting and Accounting.
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Shanghai, China

No.726 West Yan'an Rd, Unit 12G
Shanghai, China 200050
2 - 5

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KPMG

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Shanghai, China

Services provided

100% Accounting

KPMG is an Accounting company. Located in Central, Hong Kong and Shanghai, China, their team offers Accounting.
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Shanghai, China

25th Floor, Tower II, Plaza 66, 1266 Nanjing West Road
Shanghai, China 200010

+86-21-2212-2888

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The Azure Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Shanghai, China

Services provided

80% Accounting

20% Business Consulting

The Azure Group is an Accounting company. The Sydney, Australia-based firm was founded in 2002. Their services include Accounting and Business Consulting.
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Shanghai, China

9/F, Eco City 1788 Nanjing West Road, Jing'an District
Shanghai, China 200040
1

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Shanghai Evershine Global Services

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Shanghai, China

Services provided

15% Accounting

40% Cloud Consulting & SI

25% IT Managed Services +2 services

15% Financial Advising & Planning

5% Other IT Consulting and SI

Shanghai Evershine Global Services is a cloud consulting & SI company. Based in Shanghai, China, their team offers cloud consulting & SI and IT managed services.
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YGL Shanghai

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Shanghai, China

Services provided

25% Accounting

25% ERP Consulting and SI

25% IT Strategy Consulting +1 service

25% Other IT Consulting and SI

YGL Shanghai is a Shanghai, China-based IT strategy consulting company. Their services include IT strategy consulting and ERP consulting and SI.
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GFC Consulting Co., Ltd. Shanghai

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Shanghai, China

Services provided

20% Accounting

30% Back Office Outsourcing

20% BI & Big Data Consulting & SI +3 services

10% Customer Service Outsourcing

10% HR Consulting

10% Recruiting

GFC Consulting Co., Ltd. Shanghai is a Back Office Outsourcing company launched in 2007. The company focuses on Back Office Outsourcing and BI & big data consulting & SI.
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Shanghai Geoswift Business Services Co., Ltd.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Shanghai, China

Services provided

50% E-Commerce Development

50% Financial Advising & Planning

Shanghai Geoswift Business Services Co., Ltd. Is an e-commerce development firm and Financial Advising & Planning company. Their services include E-Commerce Development.
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FIDUCIA Management Consulting Shanghai

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Shanghai, China

Services provided

20% Accounting

20% Business Consulting

20% Financial Advising & Planning +3 services

20% Logistics & Supply Chain Consulting

10% HR Consulting

10% Recruiting

FIDUCIA Management Consulting Shanghai, a Business Consulting company, is headquartered in Shanghai, China. The team focuses on Business Consulting and Logistics & Supply Chain Consulting.
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Morgan McKinley Shangha

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Shanghai, China

Services provided

10% Accounting

15% HR Consulting

15% HR Outsourcing +5 services

15% Recruiting

15% Staffing

10% Financial Advising & Planning

10% IT Managed Services

10% Logistics & Supply Chain Consulting

Small Staffing company Morgan McKinley Shangha, is located in Shanghai, China. Their services include Staffing and Recruiting.
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CEC - China Expert Consulting (China) Limited

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Shanghai, China

Services provided

10% Accounting

20% Business Consulting

10% Advertising +8 services

10% Event Marketing

10% Logistics & Supply Chain Consulting

10% Market Research

10% Translation

5% Bankruptcy Law

5% Corporate Law

5% Intellectual Property Law

5% Tax Law

CEC - China Expert Consulting (China) Limited is a small Business Consulting company in Shanghai, China. The team offers Business Consulting and Advertising.
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Sheng Ye Capital

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Shanghai, China

Services provided

30% Accounting

35% BI & Big Data Consulting & SI

35% Cloud Consulting & SI

Sheng Ye Capital is a big data company. Established in 2016, the company focuses on BI & big data consulting & SI and cloud consulting & SI.
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TransFingo

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Su Zhou Shi, China

Services provided

20% Accounting

20% HR Outsourcing

20% IT Staff Augmentation +2 services

20% PEO/Employee Leasing

20% Recruitment Process Outsourcing

TransFingo is an IT staff augmentation company. The Su Zhou Shi, China-based company was established in 2003. Their team offers IT staff augmentation and Accounting.
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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Sapience Pro

2 HROne

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.

By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 2 Shanghai Financial Services Companies

Sapience Pro

$5,000+

Undisclosed

10 - 49

Shanghai, China

Ability to deliver

31.6/40.0

16.2/20 Reviews

7.4/10 Clients & Experience

8/10 Market Presence

Service focus

10% Accounting

90% Other

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HROne

Undisclosed

Undisclosed

10 - 49

Shanghai, China

Ability to deliver

23/40.0

16.2/20 Reviews

1/10 Clients & Experience

5.7/10 Market Presence

Service focus

60% Accounting

40% Other

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Links International

Undisclosed

Undisclosed

50 - 249

Shanghai, China

Ability to deliver

6.2/40.0

0/20 Reviews

0.6/10 Clients & Experience

5.6/10 Market Presence

Service focus

10% Accounting

90% Other

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Top FDI

$5,000+

$150 - $199 / hr

10 - 49

Shanghai, China

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

50% Accounting

50% Other

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Connectus Group

Undisclosed

Undisclosed

50 - 249

Shanghai, China

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Accounting

80% Other

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KPMG

Undisclosed

Undisclosed

1,000 - 9,999

Shanghai, China

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% Accounting

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The Azure Group

Undisclosed

Undisclosed

10 - 49

Shanghai, China

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

80% Accounting

20% Other

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Shanghai Evershine Global Services

Undisclosed

Undisclosed

10 - 49

Shanghai, China

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

15% Accounting

15% Financial Advising & Planning

70% Other

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YGL Shanghai

Undisclosed

Undisclosed

2 - 9

Shanghai, China

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

25% Accounting

75% Other

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GFC Consulting Co., Ltd. Shanghai

Undisclosed

Undisclosed

50 - 249

Shanghai, China

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Accounting

80% Other

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Shanghai Geoswift Business Services Co., Ltd.

Undisclosed

Undisclosed

10 - 49

Shanghai, China

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Other

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FIDUCIA Management Consulting Shanghai

Undisclosed

Undisclosed

10 - 49

Shanghai, China

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Accounting

20% Financial Advising & Planning

60% Other

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Morgan McKinley Shangha

Undisclosed

Undisclosed

10 - 49

Shanghai, China

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

10% Accounting

10% Financial Advising & Planning

80% Other

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CEC - China Expert Consulting (China) Limited

Undisclosed

Undisclosed

2 - 9

Shanghai, China

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

10% Accounting

90% Other

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Sheng Ye Capital

Undisclosed

Undisclosed

250 - 999

Shanghai, China

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

30% Accounting

70% Other

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TransFingo

Undisclosed

Undisclosed

10 - 49

Su Zhou Shi, China

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Accounting

80% Other

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Top Financial Services Firms in Shanghai

List of the Top Shanghai Financial Services Companies

Reviewed 1 time in the past 6 months

Average Project Cost Breakdown

What Clients Have Said

CSTMR is very responsive

Recruitment & Mgmt Support for Technology & Accounting Firm

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Payroll, Tax & Recruiting Services for Water-Based Paint Co

Industry Experience

Select Industry to see insights

Reviews mention Helpful

HR Outsourcing for Business Services Company

Reviewed 1 time in the past 6 months

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

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List of the Top 2 Shanghai Financial Services Companies