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.
-
UndisclosedUndisclosed10 - 49Cardiff, Wales
Services provided
Crypto Accountants is an Accounting company. The agency is located in Cardiff, Wales. Their team provides Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosedFreelancerLaurelvale, Northern Ireland
Services provided
Legacy Advice Mortgages & Protection is a Financial Advising & Planning and Insurance Services & Brokers company. Their services include Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Tax Law company EMT Accounting & Taxation Services L.L.C. Was launched in 2018. The team offers Tax Law and Accounting.
Read more -
UndisclosedUndisclosedFreelancerLos Angeles, CA
Services provided
420 accounting services is a small Accounting company located in Los Angeles, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Singapore
Services provided
Founded in 2023, Swiftly is a small Singapore-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
Based in Stanmore, England, UK Cloud Accountants is a midsize Finance & Accounting Outsourcing (FAO) and Accounting company. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Slough, England
Services provided
The Money Orbit, a small Finance & Accounting Outsourcing (FAO) and Accounting company, is based in Slough, England. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
Undisclosed< $25 / hr2 - 9Conyers, GA
Services provided
Business Consulting company KTS Tax Financial Services, LLC is located in Conyers, Georgia. Founded in 2005, the team provides Business Consulting and Corporate Training & Coaching.
Read more -
$1,000+$25 - $49 / hr50 - 249Dublin, Ireland
Services provided
Founded in 2022, Financial Life Ireland is a midsize Insurance Services & Brokers company. Their team focuses on Insurance Services & Brokers and Financial Advising & Planning.
Read more -
$1,000+< $25 / hr10 - 49
Services provided
IntQBooks Solution is a Finance & Accounting Outsourcing (FAO) company. The Brampton, Canada-based company specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$1,000+$200 - $300 / hr2 - 9Bellaire, TX
Services provided
Aspen Valuations Inc., a Business Valuation Services company, was established in 2017. The agency focuses on Business Valuation Services and Market Research.
Read more -
UndisclosedUndisclosed2 - 9Forest Park, GA
Services provided
Established in 2019, Americ Tax is an Accounting company. Based in Forest Park, Georgia, the team specializes in Accounting and Immigration Law.
Read more -
$1,000+Undisclosed2 - 9Barranquilla, Colombia
Services provided
Insurance Services & Brokers company Medicina Personalizada SAS is in Barranquilla, Colombia. Launched in 2015, the team offers Insurance Services & Brokers and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Phoenix, AZ
Services provided
In Phoenix, Arizona, Unique Investment Advisors is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Business Consulting.
Read more -
$10,000+Undisclosed10 - 49Kyiv, Ukraine
Services provided
Karpatia is an Insurance Services & Brokers company. Their team is located in Kyiv, Ukraine. The agency focuses on Insurance Services & Brokers and Benefits Administration.
Read more -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
Falak Business Consultants is a Dubai, United Arab Emirates-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Noida, India
Services provided
MoneyMaterz is an Accounting company. The Noida, India-based agency was established in 2017. Their services include Accounting and Financial Advising & Planning.
Read more -
$5,000+$50 - $99 / hr10 - 49
Services provided
Aurum FSG is a Blockchain company launched in 2019. Their team focuses on Blockchain and Digital Asset Management.
Read more -
$1,000+$100 - $149 / hr2 - 9West Kelowna, Canada
Services provided
Geh Chartered Professsional Accountants is a Fractional CFO Services company. They are headquartered in West Kelowna, Canada and have small team. They provide Fractional CFO Services and Accounting.
Read more -
Undisclosed$50 - $99 / hr10 - 49Beverly Hills, CA
Services provided
Established in 2011, MY BOSS LADY LA is a social media marketing agency. Their team provides Social Media Marketing and Business Consulting.
Read more -
Undisclosed$100 - $149 / hr10 - 49
Services provided
Finance & Accounting Outsourcing (FAO) company A ZEMENIDES &CO is in Limassol, Cyprus. Founded in 2019, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
Undisclosed$25 - $49 / hr2 - 9دبي, United Arab Emirates
Services provided
Founded in 2021, Leaf Associates Accounting Services Est is an Accounting company. Headquartered in دبي, United Arab Emirates, the team specializes in Accounting and Financial Advising &
Read more -
$100,000+$100 - $149 / hr2 - 9
Services provided
Avere Advisors is a small Dubai, United Arab Emirates-based IT strategy consulting company. The team offers IT strategy consulting and IT managed services.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Numbers Count is an Accounting company. They provide Accounting and Branding and were launched in 1997.
Read more -
$1,000+$25 - $49 / hr50 - 249
Services provided
Headquartered in Bakı, Azerbaijan, BERC is a Business Consulting company. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed250 - 999Coimbatore, India
Services provided
Midsize answering service KG Invicta Services, is located in Coimbatore, India and Bengaluru, India. The team focuses on Call Center Services and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Brentwood, England
Services provided
In Front Accounting - Chartered Certified Accountants Brentwood, an Accounting company, is based in Brentwood, England. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Launched in 2015, bookkeeping services (outsourcing) is a small Accounting company. Their team offers Accounting.
Read more -
Undisclosed$50 - $99 / hr2 - 9
Services provided
Business Consulting company Epic Biz Accounting was launched in 2010. The firm specializes in Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Culcheth, England
Services provided
Carter Clear Accounting Limited is a small Culcheth, England-based Accounting company. The team focuses on Accounting.
Read more -
$1,000+$50 - $99 / hr10 - 49Kristinehamn, Sweden
Services provided
Founded in 2019, H1 Ekonomi AB is an Accounting company. The small team offers Accounting.
Read more -
Undisclosed$300+ / hr2 - 9
Services provided
Established in 2017, C Advisory is a Tax Law company. Based in Singapore, Singapore, the team offers Tax Law and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Virtual Bookkeeping Services, an Accounting company, was established in 2022. The team offers Accounting and is headquartered in Houston, Texas.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Payroll Company Turkey is a Recruiting company launched in 1987. The team focuses on Recruiting and HR Consulting.
Read more -
UndisclosedUndisclosed10 - 49Burswood, Australia
Services provided
Pendium Advisory Australia is a Business Valuation Services company. Established in 2012, the team provides Business Valuation Services and Commercial Financing.
Read more -
Undisclosed$25 - $49 / hr2 - 9fareham, England
Services provided
Finance & Accounting Outsourcing (FAO) company Juggle Outsourcing Limited was established in 2019. The company provides Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Launched in 2019, Tape UK is a small London, England-based branding agency. Their services include Branding and Social Media Marketing.
Read more -
UndisclosedUndisclosed2 - 9Skerries, Ireland
Services provided
Accounting company Incorpro is based in Skerries, Ireland. Their services include Accounting.
Read more -
Undisclosed$25 - $49 / hr2 - 9
Services provided
Digital Solutions axis is a Digital Strategy company. Their team is in England. The agency focuses on Digital Strategy and Social Media Marketing.
Read more -
$5,000+Undisclosed50 - 249Pasig, Philippines
Services provided
Agility Staffing Services LLC is a Pasig, Philippines-based Accounting company. Established in 2022, the team provides Accounting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Fairfax, VA
Services provided
Quantum Dental Accounting is an Accounting company. They are in Fairfax, Virginia. Their team specializes in Accounting.
Read more -
Undisclosed$50 - $99 / hr2 - 9Tallinn, Estonia
Services provided
Null Bilanss OÜ Accounting and Tax Services is an Accounting company. Founded in 2015, the firm is headquartered in Tallinn, Estonia. Their services include Accounting.
Read more -
$1,000+$25 - $49 / hr10 - 49Karachi, Pakistan
Services provided
V2F Solutions, a Business Consulting company, was established in 2016. The firm focuses on Business Consulting and Financial Advising & Planning.
Read more -
$1,000+< $25 / hr50 - 249Paterson, NJ
Services provided
Located in Paterson, New Jersey, Aberrant Digital Services is a branding company. The team focuses on Branding and Marketing Strategy.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Established in 2010, Hart Financial is a small Financial Advising & Planning company headquartered in Newtown Square, Pennsylvania. Their team offers Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Singapore
Services provided
Finance Hero Co is a small Commercial Financing and Insurance Services & Brokers company. They specialize in Commercial Financing and Insurance Services & Brokers and were launched in 2023.
Read more -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
MP Elites Consulting CO. L.L.C. Is an Accounting company established in 2003. In Dubai, United Arab Emirates, the team specializes in Accounting.
Read more -
Undisclosed$50 - $99 / hr2 - 9
Services provided
Bean Counters Erin Hills is an Accounting company. Located in Erin, Canada, their small team provides Accounting and IT strategy consulting. The agency was founded in 2022.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Founded in 2019, Patience Noah Insurance is an Insurance Services & Brokers company. The small team provides Insurance Services & Brokers.
Read more -
$1,000+$25 - $49 / hr50 - 249Ahmedabad, India
Services provided
DANP Global Pvt. Ltd. Is a Finance & Accounting Outsourcing (FAO) and Accounting company located in Ahmedabad, India. They focus on Finance & Accounting Outsourcing (FAO) and 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.