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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$1,000+$25 - $49 / hr10 - 49
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Flelxlab.io is a mobile application development company. Established in 2017, the firm is based in sialkot, Pakistan. Their services include Mobile App Development and Artificial Intelligence.
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$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
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Bizilance Consultants is a Market Research company located in Dubai, United Arab Emirates. The team provides Market Research and Business Continuity Management.
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Undisclosed< $25 / hr10 - 49Dhaka, Bangladesh
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Dhaka Consulting is a Dhaka, Bangladesh-based Digital Strategy company. They specialize in Digital Strategy and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Excellent Accountants is a small Accounting company launched in 2017. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Conversion Optimization company India Info Solutions provides Conversion Optimization and BI & big data consulting & SI. They are located in Bengaluru, India.
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$1,000+$25 - $49 / hr50 - 249Ghaziabad, India
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Comply Globally is a Tax Law company. The Ghaziabad, India-based team provides Tax Law and Accounting.
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UndisclosedUndisclosed2 - 9
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Fuchsia Bell, an Accounting company, was founded in 2023. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49
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The Innovative Indian Accountant is an Accounting company. Based in , the agency specializes in Accounting.
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$1,000+< $25 / hr10 - 49Mumbai, India
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CFOSME Corporate Services Pvt. Ltd. Is a Fractional CFO Services company. The agency is headquartered in Mumbai, India. Their services include Fractional CFO Services and Financial Consulting.
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$1,000+< $25 / hr50 - 249Fort Lauderdale, FL
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IT strategy consulting company Alliance Global Solutions focuses on IT strategy consulting and IT staff augmentation. They were launched in 2017.
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UndisclosedUndisclosed10 - 49Lagos, Portugal
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Business Consulting company Elevate Accounting is in Lagos, Portugal. The team offers Business Consulting and Accounting.
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Undisclosed$50 - $99 / hr10 - 49Delhi, India
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Small Business Valuation Services company The Algebra Group, is headquartered in Delhi, India. The team offers Business Valuation Services and Business Consulting.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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Established in 2008, Insurancepolicy.ae is an Insurance Services & Brokers company. The midsize team focuses on Insurance Services & Brokers.
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$1,000+$50 - $99 / hr10 - 49Doha, Qatar
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Excel-consultants is an Accounting company. The Doha, Qatar-based agency provides Accounting and Recruiting.
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$1,000+$25 - $49 / hr10 - 49Garland, TX
Services provided
QBOOKSHUB is a -based Accounting company. They focus on Accounting and Financial Advising & Planning.
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$1,000+$100 - $149 / hr2 - 9Dubai, United Arab Emirates
Services provided
Kuvera Consulting is a small Market Research company established in 2024. Their services include Market Research and Cybersecurity.
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$250,000+$100 - $149 / hr2 - 9San Francisco, CA
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MMCG Invest, LLC, a Business Consulting company, was founded in 2022. The team provides Business Consulting and Financial Advising & Planning.
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$1,000+UndisclosedFreelancerSydney, Australia
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In Sydney, Australia, My Pub Insurance is an Insurance Services & Brokers company. The team specializes in Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Thane, India
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Accounting company Wealthsane was founded in 2017. The firm provides Accounting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed2 - 9Pewaukee, WI
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Wisdom Insurance is an Insurance Services & Brokers company. Established in 2020, the team focuses on Insurance Services & Brokers. The company is based in Pewaukee, Wisconsin.
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Undisclosed< $25 / hr10 - 49Ottawa, Canada
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InnovativePro Solutions is an Ottawa, Canada-based Digital Strategy company. They provide Digital Strategy and Social Media Marketing and were launched in 2015.
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$5,000+$150 - $199 / hr2 - 9Weston, FL
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Accountit, CPA is an Accounting company. Established in 2004, the team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Launched in 2023, Riddhi Siddhi Share Brokers is an Insurance Services & Brokers and Funding & Investment company. The firm focuses on Insurance Services & Brokers and Funding & Investment.
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$1,000+$50 - $99 / hr2 - 9Garforth, England
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Founded in 2011, Concorde Company Solutions Ltd, a small Accounting company, is located in Garforth, England. Their team focuses on Accounting.
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$1,000+$25 - $49 / hr10 - 49Dhaka, Bangladesh
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Mr-Accountants is a Finance & Accounting Outsourcing (FAO) company. Based in Dhaka, Bangladesh and Sheridan, Wyoming, the firm specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$50 - $99 / hr50 - 249
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Located in Boca Raton, Florida, Soho Tech Services is a Back Office Outsourcing company. Their services include Back Office Outsourcing and Sales Outsourcing.
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$1,000+$100 - $149 / hr10 - 49Inwood, NY
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Smallbiz Outsource is a Back Office Outsourcing company. Launched in 2009, their team specializes in Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Iași, Romania
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Founded in 2024, FIDELIA CASA DEVELOPMENT SRL is an Insurance Services & Brokers company. The team specializes in Insurance Services & Brokers and is in Iași, Romania.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Legal Dalal is a Financial Advising & Planning company. Established in 2018, the firm is based in Mumbai, India and Mumbai, India. Their services include Financial Advising & Planning and Tax Law.
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$1,000+$25 - $49 / hr10 - 49İstanbul, Türkiye
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KBC Grup, a Business Consulting company, was founded in 2004. The firm specializes in Business Consulting and Commercial Brokerage Services, and is small.
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$1,000+< $25 / hr2 - 9Boerne, TX
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Established in 2016, FlowWyze LLC is a Conversion Optimization company. The company focuses on Conversion Optimization and Architectural Design, and is small.
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Undisclosed< $25 / hr2 - 9
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Established in 2018, NJCPA USA - Accountants and Advisors is a Business Consulting company. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hrFreelancerOttawa, Canada
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Launched in 2023, AG Business Consultant & Associates is a small Marketing Strategy company in Ottawa, Canada. Their team offers Marketing Strategy and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Delhi, India
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NGO Pilot is a Business Consulting company. Their small team is in Delhi, India and provides Business Consulting and Accounting. The company was established in 2013.
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UndisclosedUndisclosed10 - 49Kolkata, India
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Nextgen is a small Accounting company based in Kolkata, India. The team provides Accounting and Financial Advising & Planning.
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$10,000+< $25 / hr50 - 249Newport Beach, CA
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Launched in 2023, Blackstone Commodity Group is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$5,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
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Lingo Translation in Dubai is a Dubai, United Arab Emirates-based branding company. Their services include Branding and Translation.
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UndisclosedUndisclosed2 - 9
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Accounting company Texas Real Estate Tax Advisors was established in 2024. Located in Houston, Texas, the team focuses on Accounting.
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$1,000+$150 - $199 / hr2 - 9Port St. Lucie, FL
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Zenith Tax & Accounting LLC A CPA Firm, an Accounting company, was established in 2023. Based in Port St. Lucie, Florida, the team focuses on Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9
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XLN ACCOUNTANTS is an Accounting company. The agency is in. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Capalin - Kapalin Insurance Broking Pvt ltd is a small Insurance Services & Brokers company based in Mumbai, India. The team offers Insurance Services & Brokers.
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$1,000+$150 - $199 / hr2 - 9West Allis, WI
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Launched in 2007, Lockwood Enterprises is a small West Allis, Wisconsin-based Accounting company. Their services include Accounting and Business Consulting.
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Undisclosed$100 - $149 / hr10 - 49Capalaba, Australia
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EEA Advisory is a Finance & Accounting Outsourcing (FAO) company launched in 2020. The firm focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is small.
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$1,000+Undisclosed10 - 49Aliso Viejo, CA
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Orange County Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company located in Aliso Viejo, California. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+< $25 / hr10 - 49Ottawa, Canada
Services provided
Great Canadian Debt Relief Inc is a Business Consulting company. They were founded in 2022 and specialize in Business Consulting and Financial Advising & Planning.
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Undisclosed$100 - $149 / hr10 - 49Las Vegas, NV
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Clearwater HR Consulting, an Accounting company, was established in 2020. The agency offers Accounting and Labor & Employment Law.
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UndisclosedUndisclosed2 - 9Cape Town, South Africa
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All Things Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company. They offer Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2016.
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UndisclosedUndisclosed10 - 49Berlin, Germany
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Commercial Financing company em2-consulting was established in 2020. Based in Berlin, Germany, the team offers Commercial Financing and Accounting.
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$5,000+$50 - $99 / hr10 - 49
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Truck Loan Broker is a Finance & Accounting Outsourcing (FAO) company. Located in Mickleham, Australia, the team focuses on Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9Port St. Lucie, FL
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Accounting and Fractional CFO Services company Zenith Tax & Accounting LLC was founded in 2005. The company provides Accounting and Fractional CFO Services, and is small.
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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.
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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.
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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.