Top Financial Services Firms
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Featured
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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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UndisclosedUndisclosed250 - 999Makati City, Philippines
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Based in Makati City, Philippines, ScalableOS is a midsize HR Outsourcing company. Their services include HR Outsourcing and IT strategy consulting.
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$1,000+$25 - $49 / hr10 - 49
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My Dream Consultant, an Accounting company, was established in 2015. The small team offers Accounting and Financial Advising & Planning.
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$10,000+$300+ / hr50 - 249London, England
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TheBusinessFunds is a Funding & Investment company. The London, England-based team offers Funding & Investment and Financial Consulting.
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UndisclosedUndisclosed10 - 49Worthington, MN
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First State Insurance Agency Southwest is an Insurance Services & Brokers company founded in 1930. Their services include Insurance Services & Brokers.
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Undisclosed$100 - $149 / hr2 - 9T'bilisi, Georgia
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DGN Consulting, a Tax Law company, is based in T'bilisi, Georgia. They specialize in Tax Law and Accounting and were founded in 2018.
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UndisclosedUndisclosed2 - 9Nocatee, FL
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Launched in 2021, tekrisq, inc., a small Cybersecurity company, is headquartered in Nocatee, Florida. Their services include Cybersecurity and Insurance Services & Brokers.
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Undisclosed$200 - $300 / hrFreelancerMount Dora, FL
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Launched in 2025, Timothy LeGendre CPA LLC is an Accounting company. The team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Praddy Financial Consultancy Ltd is a small Accounting company headquartered in Chesham, England. Their services include Accounting and Financial Consulting.
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$10,000+Undisclosed50 - 249Dubai, United Arab Emirates
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QRS Global Auditing of Accounts L.L.C is a Finance & Accounting Outsourcing (FAO) company founded in 2000. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Lake Mary, FL
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Taxleaf Orlando - Tax, Accounting & Bookkeeping Services in Lake Mary Florida is an Accounting and Finance & Accounting Outsourcing (FAO) company. Their team specializes in Accounting.
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$5,000+$100 - $149 / hr2 - 9Tinley Park, IL
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Based in Tinley Park, Illinois, Navigator Bookkeeping is an Accounting and Financial Consulting company. Founded in 2018, the team provides Accounting and Financial Consulting.
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Undisclosed$25 - $49 / hr2 - 9Karachi, Pakistan
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See all 1 projectsHashtag offers services including company registration, taxation, and bookkeeping, effectively supporting new businesses. Reviews highlight outstanding work, with clients appreciating their guidance in financial management and cost-saving strategies. The overall feedback emphasizes strong communication and the firm's ability to tailor solutions to clients' needs, making it a reliable partner for financial reporting and tax preparation.
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UndisclosedUndisclosed10 - 49
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Accounting company Intelpoint Consulting is in Nairobi, Kenya. Founded in 2016, the team provides Accounting and Tax Law.
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$1,000+Undisclosed2 - 9Petaling Jaya, Malaysia
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Synergy Outsourcing Sdn. Bhd. Is a Petaling Jaya, Malaysia-based Direct Marketing company. They specialize in Direct Marketing and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49West Des Moines, IA
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See all 1 projectsMeriwether, Wilson and Company, PLLC offers comprehensive Accounting services, including Tax Preparation and strategic advisement throughout the year. Clients express high satisfaction with their end-of-year tax results and ongoing support, highlighting the company's effectiveness and alignment with client values. The firm is praised for its reliable communication and long-term partnership potential.
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UndisclosedUndisclosed250 - 999Waterloo, Canada
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See all 1 projectsBaker Tilly Canada is an accounting services firm specializing in tax preparation and financial reporting. The review indicates a mixed experience, highlighting efficiency and thoroughness in previous engagements, but recent dissatisfaction due to delayed communication regarding tax filing and a substantial fee increase. The client perceives a lack of cordiality, suggesting an area for improvement in client relations.
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$1,000+$25 - $49 / hr250 - 999Rancho Cordova, CA
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Atlas Labor Force is a Staffing company established in 2019. The team provides Staffing and Recruiting and is based in Rancho Cordova, California.
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UndisclosedUndisclosedFreelancerSt. Louis, MO
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Hutter CPA, LLC is an Accounting company. The company is based in St. Louis, Missouri. Their team specializes in Accounting.
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$10,000+< $25 / hr10 - 49Montréal, Canada
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Bardosh.ca Income Tax & Accounting is a small Accounting company launched in 2012. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
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Princeton KPO, an Accounting and Financial Advising & Planning company, is in. They focus on Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr2 - 9Lahore, Pakistan
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Tax Nerd Pakistan is a Tax Law company. Launched in 2023, the agency is in Lahore, Pakistan. Their team offers Tax Law and Intellectual Property Law.
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$1,000+$100 - $149 / hr10 - 49Cape Town, South Africa
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Founded in 2018, Dyantyi Chartered Business Accountants, a small Accounting company, is based in Cape Town, South Africa. Their team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Riyadh, Saudi Arabia
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Brokerarab is a Riyadh, Saudi Arabia-based Insurance Services & Brokers company. Launched in 2023, the team offers Insurance Services & Brokers and Financial Advising & Planning.
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$1,000+$100 - $149 / hr10 - 49Tampa, FL
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CFO Worx is a Fractional CFO Services company. They are based in Tampa, Florida, and their services include Fractional CFO Services and Finance & Accounting Outsourcing (FAO).
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$10,000+$300+ / hr2 - 9Stockport, England
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Certax Accounting (South Manchester), an Accounting company, was founded in 2023. The small team provides Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Launched in 2024, 9Point Capital, a small Digital Asset Management company, is in Mumbai, India and Mumbai, India. Their team specializes in Digital Asset Management and Financial Advising &
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$1,000+< $25 / hr10 - 49Islamabad, Pakistan
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See all 1 projectsE-ALPHA (PRIVATE) LIMITED specializes in Amazon account management and reinstatement services, as evidenced by their successful handling of a suspended Amazon account for a retail company. Reviews highlight their professional and responsible approach, continuous communication, and comprehensive understanding of Amazon's requirements, which have been praised as impressive and effective.
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Undisclosed< $25 / hr2 - 9Dubai, United Arab Emirates
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See all 1 projectsDarji Accounting and Bookkeeping offers a range of services, including Auditing, Accounting, and VAT registration. The overall feedback highlights their ability to deliver high-quality services efficiently and cost-effectively, with a strong emphasis on meeting deadlines. Clients value their professional approach and the excellent outcomes achieved through their expertise in financial matters.
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$1,000+$25 - $49 / hr2 - 9Savannah, GA
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Launched in 2023, BluStripes Accounting is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr10 - 49
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Graphic design company Smartech ABASM Information Technology was established in 2023. The firm specializes in Graphic Design and Logo.
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$1,000+< $25 / hr10 - 49
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Gowakeel is a small Tax Law company launched in 2022. Their team offers Tax Law and Accounting.
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$5,000+< $25 / hr2 - 9Karachi, Pakistan
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2BSOFTECH is a branding company. Their team is headquartered in Karachi, Pakistan. The firm focuses on Branding and Digital Strategy.
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$1,000+$25 - $49 / hr10 - 49
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Mavens Advisor is a Detroit, Michigan-based Accounting company. Established in 2022, the team provides Accounting and Fractional CFO Services.
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$5,000+< $25 / hr10 - 49
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FAM Solution is a web design company. The Kenai, Alaska-based team focuses on Web Design and Custom Software Development.
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UndisclosedUndisclosed10 - 49Selden, NY
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See all 1 projectsTaxOnTrack offers a range of professional services tailored to meet your unique accounting needs. Our range of services includes - Tax Services for Individuals and Businesses, Accounting and
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$1,000+$150 - $199 / hr2 - 9Tallahassee, FL
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See all 1 projectsGilbert Financial Partners provides bookkeeping, accounting, and fractional CFO services for small and mid-sized businesses in Jacksonville and Tallahassee, FL, and virtually across Florida. We're
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Undisclosed< $25 / hr10 - 49
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See all 1 projectsY2D Accounting offers comprehensive services, including bookkeeping, tax preparation, payroll, and financial reporting. Overall feedback highlights the company's accuracy, timely delivery, and responsiveness to client needs, with specific praise for their reliability and precision in financial management. Clients appreciate their commitment to meeting compliance standards and delivering cost-effective solutions.
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Undisclosed$100 - $149 / hr2 - 9
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FORCS, LLC, an Accounting company, was established in 2025. The agency focuses on Accounting.
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$10,000+$50 - $99 / hr250 - 999
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MG Talents is a software development firm established in 2025. Based in Antananarivo, Madagascar, the team focuses on Custom Software Development and Web Development.
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$1,000+$150 - $199 / hr2 - 9Kielce, Poland
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Voltex Invest , a Finance & Accounting Outsourcing (FAO) company, was established in 2020. The small team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+Undisclosed2 - 9
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Christina Davis Agency LLC DBA C. Davis Insurance Agency is an Insurance Services & Brokers company. In Oklahoma City, Oklahoma, their team offers Insurance Services & Brokers.
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$10,000+$50 - $99 / hr50 - 249
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Whitecliff Credit Improvement Services Pvt. Ltd is a Financial Advising & Planning and Financial Consulting company. Their services include Financial Advising & Planning.
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$1,000+< $25 / hr50 - 249
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BFC Tax Accountants is an Accounting company. They provide Accounting and were launched in 2018.
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Undisclosed$25 - $49 / hr2 - 9Budapest, Hungary
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See all 1 projectsAdminangel.hu offers accounting services, specializing in bookkeeping and tax preparation. The reviews highlight their competence, client-oriented approach, and ability to deliver projects on time, emphasizing their good value for cost. Overall, clients report high satisfaction with their timely and effective service delivery.
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$1,000+$25 - $49 / hr2 - 9Wolsztyn, Poland
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IDMK sp. Z o.o. Is a software development firm. They are in Wolsztyn, Poland. Their team focuses on Custom Software Development and Web Development.
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$1,000+< $25 / hr2 - 9Dubai, United Arab Emirates
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Outsourceaccountingme.com is an Accounting company. The team is located in Dubai, United Arab Emirates, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosedFreelancerLviv, Ukraine
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Located in Lviv, Ukraine and Lviv, Ukraine, ACCOUNTINGSERVICES is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Guwahati, India
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Mismo Solutions is an e-commerce development company. Established in 2020, the team specializes in E-Commerce Development and Branding.
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$10,000+$100 - $149 / hr10 - 49Gangnam-gu, South Korea
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GTL KOREA Co., Ltd, a Business Consulting company, was launched in 2007. The agency provides Business Consulting and Marketing Strategy.
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$1,000+$300+ / hrFreelancerToronto, Canada
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Robert D. Ljiljanic is a Business Consulting company headquartered in Toronto, Canada. Their services include Business Consulting and Commercial Development.
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- Market presence
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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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.