Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent 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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UndisclosedUndisclosed10 - 49
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VCH & ASSOCIATES LLP is a Finance & Accounting Outsourcing (FAO) company founded in 2017. The company focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is small.
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$1,000+< $25 / hr50 - 249
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Strategists is a Business Consulting and Accounting company established in 2024. The company focuses on Business Consulting and Accounting.
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$5,000+$300+ / hr10 - 49Dubai, United Arab Emirates
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The Total CFO, a Finance & Accounting Outsourcing (FAO) company, was launched in 2018. They offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9
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Established in 2023, ValuGenius Advisors is a Financial Advising & Planning and Business Valuation Services company. The team offers Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Clifton, NJ
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Business Loan Warrior is a small Accounting company headquartered in Clifton, New Jersey. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Pro Business Tax CPA Accountant and Bookkeeping Services Vaughan is a small Accounting company located in Vaughan, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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IFDA INSTITUTE is a Financial Advising & Planning company. Their team is based in new delhi, India and focuses on Financial Advising & Planning.
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$5,000+< $25 / hr50 - 249New Delhi, India
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Launched in 2009, GATP Solutions Private Limited. Is an Accounting company. The midsize team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Smithfield, UT
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Stapley Accounting, a Commercial Financing company, is based in Smithfield, Utah. They provide Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49
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Launched in 2000, Divya Estate Management is a Business Consulting company. Their services include Business Consulting and Commercial Brokerage Services.
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Undisclosed$100 - $149 / hr2 - 9Dubai, United Arab Emirates
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ExecDubai is a Dubai, United Arab Emirates-based Accounting company. Launched in 2023, the team specializes in Accounting and Financial Consulting.
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$100,000+Undisclosed50 - 249Dallas, TX
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Founded in 2024, Digital Wealth Partners is a midsize Dallas, Texas-based Financial Advising & Planning company. Their team offers Financial Advising & Planning and Digital Asset Management.
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UndisclosedUndisclosed250 - 999
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Launched in 2008, Arias Organization is an Insurance Services & Brokers company. The firm specializes in Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
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Established in 2006, The Roark Insurance Agency, a small Insurance Services & Brokers company, is headquartered in Flatwoods, Kentucky. Their team specializes in Insurance Services & Brokers.
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$25,000+$100 - $149 / hr10 - 49
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AGrowth Agency is a small Hong Kong, Hong Kong-based PPC agency. Their services include Pay Per Click and Affiliate Marketing.
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$5,000+$50 - $99 / hr10 - 49
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Accounting company Songjer CPA is in Taipei city, Taiwan. They offer Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 2011.
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$10,000+< $25 / hr2 - 9
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HAMT Management Consultants is a small Abu Dhabi, United Arab Emirates-based Business Consulting company. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Glendale, AZ
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Your Health Coverage Concierge LLC is an Insurance Services & Brokers company. They are in Glendale, Arizona, and their services include Insurance Services & Brokers.
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Undisclosed< $25 / hr10 - 49Montréal, Canada
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Located in Montréal, Canada, Global Assist INC. Is a Marketing Strategy company. They offer Marketing Strategy and Commercial Financing and were launched in 2019.
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Undisclosed< $25 / hr250 - 999
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Accounts Junction is a midsize Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were established in 2015.
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$1,000+$25 - $49 / hr2 - 9New York, NY
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Alliance Risk, an Insurance Services & Brokers and Insurance Law company, was established in 2025. The small team focuses on Insurance Services & Brokers and Insurance Law.
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UndisclosedUndisclosed2 - 9
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Established in 2012, Ankit Sehra & Associates is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49Randburg, South Africa
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Fenns Johannesburg, an Accounting company, is headquartered in Randburg, South Africa. Founded in 2005, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Yerevan, Armenia
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Profin LLC, an Accounting company, is located in Yerevan, Armenia. The team specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Oxford, MS
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Pinion Family Insurance Agency is an Insurance Services & Brokers company. Headquartered in Oxford, Mississippi, their team focuses on Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Dunedin, FL
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PUBLIC TAX, CORP is an Accounting company. They are located in Dunedin, Florida and have small team of experts. Their services include Accounting.
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$5,000+$50 - $99 / hr2 - 9Milano, Italy
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IdeaProof.io is a Business Consulting company. In Milano, Italy, their small team provides Business Consulting and Financial Advising & Planning. The firm was launched in 2025.
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UndisclosedUndisclosed50 - 249
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New Shield Insurance Brokers LLC, an Insurance Services & Brokers company, is based in Dubai, United Arab Emirates. They focus on Insurance Services & Brokers and were founded in 2011.
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$1,000+< $25 / hr2 - 9Zachary, LA
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Dennis M. Maciasz CPA is an Accounting company founded in 1985. The firm specializes in Accounting.
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$1,000+Undisclosed10 - 49Rīga, Latvia
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AFORTIS Group, an Immigration Law company, was established in 2017. Headquartered in Rīga, Latvia, the team focuses on Immigration Law and Accounting.
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UndisclosedUndisclosed10 - 49
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Xylity Technologies is a small cloud consulting & SI company established in 2014. Their team focuses on cloud consulting & SI and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49
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Finvisors Consulting LLP is a small Accounting company established in 2020. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Launched in 2020, Hauberk Consulting is a HR Outsourcing company. Their team specializes in HR Outsourcing and Social Media Marketing.
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$1,000+$200 - $300 / hr10 - 49Irving, TX
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Small Accounting company MB Accounting, is based in Irving, Texas. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Credific Finance is a Kellyville, Australia-based Financial Advising & Planning company. Their services include Financial Advising & Planning.
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UndisclosedUndisclosedFreelancer
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Haynes Business Services is an Accounting company. Established in 2020, the company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Crystal Peak Wealth is a Financial Consulting and Financial Advising & Planning company. They are located in Mumbai, India. Their team provides Financial Consulting and Financial Advising &
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UndisclosedUndisclosed2 - 9Genève, Switzerland
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Diligo Sarl is a Finance & Accounting Outsourcing (FAO) company established in 2016. The team offers Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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The Divorce IFA is a Financial Advising & Planning company. They focus on Financial Advising & Planning and were launched in 2006. The agency is located in Sale, England.
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Undisclosed$150 - $199 / hr2 - 9
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Atwal Financial is a Financial Advising & Planning company. Launched in 2008, the company offers Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9
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No Tax Compromise is an Accounting company. The team specializes in Accounting and Business Valuation Services and is headquartered in Los Angeles, California.
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UndisclosedUndisclosed50 - 249
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Aura Finance Inc. Is an Accounting and Funding & Investment company. They were established in 2013, and their services include Accounting and Funding & Investment.
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$1,000+$200 - $300 / hr2 - 9Norwalk, CT
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Davenport & Associates is an Insurance Services & Brokers company. Their team is headquartered in Norwalk, Connecticut. The firm offers Insurance Services & Brokers and Financial Advising &
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$5,000+$50 - $99 / hr10 - 49
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Business intelligence company BIPRAGMA was established in 2014. The team specializes in BI & big data consulting & SI and Financial Advising & Planning.
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$250,000+$100 - $149 / hr10 - 49Dubai, United Arab Emirates
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Business Consulting company ASCELA specializes in Business Consulting and Logistics & Supply Chain Consulting. They were launched in 2018.
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UndisclosedUndisclosed2 - 9New Plymouth, New Zealand
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Mondo Advisory is an Accounting company. The New Plymouth, New Zealand-based agency was founded in 2023. Their team specializes in Accounting and Fractional CFO Services.
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Undisclosed< $25 / hr2 - 9
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New York Public Adjusters is an Insurance Services & Brokers company. They were launched in 2005 and provide Insurance Services & Brokers and Biohazard Cleanup.
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UndisclosedUndisclosed10 - 49
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IComSec is an Accounting company. Launched in 2007, their team focuses on Accounting.
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Undisclosed< $25 / hr10 - 49
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Stellarwiz Global Solutions Pvt. Ltd., a Finance & Accounting Outsourcing (FAO) company, was launched in 2023. They focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr2 - 9
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Shelf Corp Giant is a Funding & Investment company. They are based in Sheridan, Wyoming and have small team of experts. Their services include Funding & Investment and Financial Advising & Planning.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.017/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.