Top Financial Services Firms
-
Featured
What are Featured Providers?
$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.
-
UndisclosedUndisclosed2 - 9West Palm Beach, FL
Services provided
Accounting company Accounting and Tax Slashers Guru, Inc is based in West Palm Beach, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lansing, MI
Services provided
Smart Business Solutions LLC is an Accounting company. Headquartered in Lansing, Michigan, their team specializes in Accounting and Search Engine Optimization.
Read more -
UndisclosedUndisclosed2 - 9Sugar Hill, GA
Services provided
Located in Sugar Hill, Georgia, Centsible Accounting Services, LLC is an Accounting company. They offer Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dacula, GA
Services provided
Poe's Accounting Services, LLC is an Accounting company. They are headquartered in Dacula, Georgia and have small team. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
IMAccounting is a San Diego, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
BANKERS HILL ADVISORS is an Accounting company. The team is located in San Diego, California, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Perth Amboy, NJ
Services provided
Bose Tax & Accounting LLC is an Accounting company. Their team is in Perth Amboy, New Jersey and provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Established in 2006, White Bookkeeping and Business Management is an Accounting company. The company specializes in Accounting.
Read more -
$5,000+< $25 / hr2 - 9Ghaziabad, India
Services provided
Glint Talent Services, a HR Consulting company, is in Ghaziabad, India and. Their services include HR Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Barcelona, Spain
Services provided
Small Accounting company CPA Corporate Services, is located in Barcelona, Spain. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Provo, UT
Services provided
Copper Coin Financial, PC is an Accounting company. They are based in Provo, Utah, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Tegucigalpa, Honduras
Services provided
JUAREZGROUP is a small Tegucigalpa, Honduras-based Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Bay Street Accounting and Tax Services is a small Accounting company located in Toronto, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Tallahassee, FL
Services provided
Grimsley & Company CPAs is a small Tallahassee, Florida-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Yankton, SD
Services provided
Launched in 2013, Pearson Tax & Accounting Solutions, LLC is an Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosedFreelancerAllen, TX
Services provided
Located in Allen, Texas, Xact Numbers is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Based in Toronto, Canada, ZHS Chartered Accountants is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
MY Partners LLP is a small Accounting company in Toronto, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Tarlson & Associates is an Accounting company. Founded in 1986, their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Chandler, AZ
Services provided
Farnsworth & Company, PLLC is an Accounting company. Founded in 2010, the company is based in Chandler, Arizona. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Monterrey, Mexico
Services provided
Aztec Consultoria Empresarial is a small Accounting company headquartered in Monterrey, Mexico. Their services include Accounting and HR Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Burnaby, Canada
Services provided
Cloudiverse CPAs Inc is an Accounting company. Established in 2018, their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Raleigh, NC
Services provided
Based in Raleigh, North Carolina, File Taxes Online is an Accounting company. They focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Nashville, TN
Services provided
McLeod & Company PLLC is a small Accounting company headquartered in Nashville, Tennessee. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Columbia, MD
Services provided
Hearn and Associates LLC is an Accounting company. Founded in 2008, the firm specializes in Accounting.
Read more -
$5,000+< $25 / hr250 - 999Cebu City, Philippines
Services provided
ISuporta Outsourcing, a social media marketing agency, was launched in 2017. They provides Social Media Marketing and Content Marketing.
Read more -
UndisclosedUndisclosed2 - 9Walsall, England
Services provided
JNS Chartered Certified Accountants is an Accounting company launched in 2001. The agency specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Burnaby, Canada
Services provided
Accounting Bridge is an Accounting company launched in 2016. The small team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$50 - $99 / hr2 - 9Winnipeg, Canada
Services provided
Founded in 2016, Proxima Accounting Solutions is an Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Winnipeg, Canada
Services provided
Virtus Consulting, CPA is an Accounting company. The team is based in Winnipeg, Canada, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Emerson, Canada
Services provided
Small Accounting company Border Bookkeeping, is based in Emerson, Canada. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Richmond Hill, Canada
Services provided
PRUDENT Bookkeeping is an Accounting company headquartered in Richmond Hill, Canada. Launched in 2014, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Nottingham, England
Services provided
Based in Nottingham, England, Archimedia Accounts is an Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Spring Hill, FL
Services provided
McEwen and Company, a small Accounting company, is in Spring Hill, Florida. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Concord, MA
Services provided
Headquartered in Concord, Massachusetts, RoadmapMetrics Inc. Is a Business Consulting company. They offer Business Consulting and Application Management & Support.
Read more -
$1,000+$25 - $49 / hr50 - 249Ho Chi Minh, Vietnam
Services provided
Vietsourcing HR is a HR Consulting company. They are located in Ho Chi Minh, Vietnam and Hanoi, Vietnam, and their services include HR Consulting and Accounting.
Read more -
Undisclosed< $25 / hr50 - 249Dubai, United Arab Emirates
Services provided
Brainstorm Accounting and Bookkeeping is a Dubai, United Arab Emirates-based Accounting company. Established in 2013, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
Established in 2001, Dichoso Group of Companies: Dichoso and Company, CPA, Inc. Is an Accounting company. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Small Accounting company Just Ask Sam, is in Collingwood, Canada. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
Established in 2017, HMA Chartered Accountants is a small Dubai, United Arab Emirates-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Phoenix, AZ
Services provided
ABT Financial Consultants is a small Phoenix, Arizona-based Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Stratford, CT
Services provided
Small Accounting company Barnum Tax, is located in Stratford, Connecticut. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
ATMS & Co LLP is an Accounting company. Their midsize team is located in Mumbai, India. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249Pune, India
Services provided
Offshore Accounting & Taxation Services (OATS) is an Accounting company. The team specializes in Accounting and is based in Pune, India.
Read more -
UndisclosedUndisclosed250 - 999Mumbai, India
Services provided
S C Mehra & Associates LLP is a midsize Accounting company. They offer Accounting and Business Consulting and were established in 1987.
Read more -
UndisclosedUndisclosed2 - 9Indore, India
Services provided
Apurv Kansal & Company is an Accounting company. They are in Indore, India and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Norcross, GA
Services provided
Jenovese and Associates is an Accounting company. They focus on Accounting and were established in 2000. The company is headquartered in Norcross, Georgia.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Accounting company Cobalt PacWest Advisors (CPA) is headquartered in San Diego, California and Irvine, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mumbai, India
Services provided
Accounting company Bookkeeping 360 LLP is located in Mumbai, India. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Dan Bales- Kogan CPA is an Accounting company. Their small team is based in Toronto, Canada. Their services include Accounting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
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.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
$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.