Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed10 - 49
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Coinage Investments is a Financial Advising & Planning company. The team is headquartered in Zirakpur, India, and their services include Financial Advising & Planning and Insurance Services &
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$5,000+< $25 / hr10 - 49
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Star Nsurance + Tax is an Insurance Services & Brokers company. Their team is based in Tampa, Florida. The firm provides Insurance Services & Brokers.
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$1,000+Undisclosed2 - 9
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MKE Bookkeeping is an Accounting company. In Milwaukee, Wisconsin, the company was founded in 2022. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Noida, India
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Located in Noida, India, WealthBeats Finserv is a Commercial Financing company. Launched in 2024, the team provides Commercial Financing and Accounting.
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Undisclosed$150 - $199 / hr2 - 9Richmond Hill, Canada
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Launched in 2021, Booboo Accounting Services is a small Richmond Hill, Canada-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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The Wozny Tax Company, an Accounting company, offer Accounting. They were established in 2014.
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Undisclosed< $25 / hr50 - 249
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SUPPORT GROUP FOR CYPTO FRAUD VICTIMS - FUNDS RETRIEVER ENGINEER is an IT strategy consulting company in Dallas, Texas. The team specializes in IT strategy consulting and Cybersecurity.
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Undisclosed< $25 / hr10 - 49
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Founded in 2023, Essiz Consultancy services llc is a small Back Office Outsourcing company. Their team focuses on Back Office Outsourcing and Commercial Financing.
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UndisclosedUndisclosed2 - 9
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Atlas Fiscal Solutions, an Accounting company, is in Nairobi, Kenya. They specialize in Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Alberton, South Africa
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Headquartered in Alberton, South Africa, Sikatrix is an Accounting company. Established in 2017, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Vadodara, India
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C M Patel & Company, Chartered Accountant is a Business Consulting company. Based in Vadodara, India, their small team offers Business Consulting and Accounting. The agency was launched in 2018.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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EB-5 Choice is a Funding & Investment company. The San Francisco, California-based agency was launched in 2023. Their team focuses on Funding & Investment and Immigration Law.
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UndisclosedUndisclosed50 - 249
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InsurPro Financial Services Inc., a Financial Advising & Planning company, was launched in 2017. The company specializes in Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+$25 - $49 / hr2 - 9
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Caspian Accounting & Bookkeeping, a Finance & Accounting Outsourcing (FAO) company, provide Finance & Accounting Outsourcing (FAO) and Accounting. They were founded in 2024.
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UndisclosedUndisclosedFreelancerLabrador, Australia
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EDGE SME Financial Management Services, an Accounting company, is located in Labrador, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Sky Elite Real Estate, a Commercial Brokerage Services and Financial Advising & Planning company, was founded in 2024. They focuses on Commercial Brokerage Services and Financial Advising &
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UndisclosedUndisclosed2 - 9
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Affinity Accounting & Advisory is an Accounting company. They are located in Newcastle, Australia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Monroe Township, NJ
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Headquartered in Monroe Township, New Jersey, MergerSherpa is a small Commercial Financing company. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249
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Accounting company ASKUS CONSULTANS LLP is headquartered in Delhi, India. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr2 - 9Laramie, WY
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VIP Consulting Innovations, LLC is a Business Consulting company. They specialize in Business Consulting and Financial Advising & Planning and were launched in 2017.
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$1,000+$100 - $149 / hr10 - 49Austin, TX
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MATH LLC is an Austin, Texas-based Accounting company. The team offers Accounting and Tax Law.
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Undisclosed$25 - $49 / hr10 - 49
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Small Finance & Accounting Outsourcing (FAO) company Optimal Audit and Advisory, is based in İstanbul, Türkiye. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$100 - $149 / hr50 - 249Kalispell, MT
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Established in 2010, Advantage Flood is an Insurance Services & Brokers company. The midsize team provides Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
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Launched in 2005, Istanbul Project Support Center is a Business Consulting company. The team focuses on Business Consulting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Abuja, Nigeria
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Silverkuun Cooperative, a Financial Advising & Planning company, was established in 2019. The small team specializes in Financial Advising & Planning and Commercial Financing.
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$5,000+$300+ / hr2 - 9
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Valoria Tax is an Accounting company. Headquartered in Newport Beach, California, the team offers Accounting and Tax Law.
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UndisclosedUndisclosed10 - 49
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Expertvuw Management Pvt. Ltd is a Business Consulting company. They focus on Business Consulting and Accounting and are headquartered in delhi, India.
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UndisclosedUndisclosed10 - 49
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Dynamic Clarity Consulting Pte. Ltd. Is a small City, Singapore-based Accounting company. Their services include Accounting and Market Research.
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$25,000+$50 - $99 / hr50 - 249Dubai, United Arab Emirates
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In Dubai, United Arab Emirates, Tayseer Innovations is an IT managed services company. They offer IT managed services and Custom Software Development.
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UndisclosedUndisclosed10 - 49North Dumdum, India
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BankBriz™ is a North Dumdum, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Funding & Investment.
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$1,000+$100 - $149 / hr2 - 9
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Small Finance & Accounting Outsourcing (FAO) company Green Accounting Consulting, is in San Jose, California. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosedFreelancer
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Enterprise Tax Service is a small Accounting company founded in 2020. Their team focuses on Accounting.
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$1,000+< $25 / hr10 - 49Plymouth, MA
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Small Customs brokerage company Officium Solutions LLC, is based in Plymouth, Massachusetts. The team focuses on Customs brokerage and Freight forwarding.
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Undisclosed$150 - $199 / hr2 - 9
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Next Plus LLC is an IT strategy consulting company. The Mountain House, California-based company focuses on IT strategy consulting and Cybersecurity.
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UndisclosedUndisclosed250 - 999
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In Noida, India, SPNX Consulting is a midsize IT strategy consulting company. The team provides IT strategy consulting and Cybersecurity.
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$25,000+$25 - $49 / hr10 - 49Mississauga, Canada
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Founded in 2020, Corporate Empire is a small Accounting company. Their team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Hopkinton, RI
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Launched in 1975, US Dealer Financial Services (US-DFS) is a Financial Advising & Planning and Financial Consulting company. The agency provides Financial Advising & Planning and Financial
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UndisclosedUndisclosed2 - 9
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Michel Sindaha & Co. Is an Accounting company. Founded in 1974, the company offers Accounting and Financial Advising & Planning.
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$5,000+$50 - $99 / hr50 - 249Port Harcourt, Nigeria
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Bloomsford Associates is a Digital Strategy company established in 2018. The team provides Digital Strategy and Web Development.
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UndisclosedUndisclosed2 - 9Gainesville, FL
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Breadwinner Financials is an Accounting company in Gainesville, Florida and Jacksonville, Florida. They focus on Accounting and Financial Advising & Planning.
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$5,000+$150 - $199 / hr50 - 249Newmarket, Canada
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Block3 Finance is a midsize Tax Law company in Newmarket, Canada and Dubai, United Arab Emirates. The team offers Tax Law and Accounting.
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Undisclosed$25 - $49 / hr2 - 9
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Founded in 2024, Perfect bookkeepers and Tax Consultants Texas LLC is an Accounting company. The company focuses on Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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$10,000+Undisclosed2 - 9New York, NY
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Griffin Healthcare Advisors is a small Business Consulting company founded in 2020. Their services include Business Consulting and Cybersecurity.
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$5,000+< $25 / hr10 - 49
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Located in Dubai, United Arab Emirates, Young & Right Accountant and Tax Consultancy LLC is an Accounting company. They focus on Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49
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Legacy Real Estate is a Commercial Brokerage Services company. Based in Dubai, United Arab Emirates, their team provides Commercial Brokerage Services and Financial Consulting.
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$1,000+< $25 / hr50 - 249
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UHY Centra Management Associates (Chartered Accountants) is a midsize Accounting company in Sri Jayawardenepura Kotte, Sri Lanka. The team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9
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Launched in 2023, Summerlin Consulting Group is an Accounting company. The company offers Accounting and Financial Consulting, and is small.
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$1,000+Undisclosed10 - 49
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Mr.Bookkeeper is an Accounting company. Their small team is headquartered in california, California. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed2 - 9
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Neon Bear is a Business Consulting company established in 2021. Headquartered in London, England, the team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249
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CPCGR is a Washington, District of Columbia-based call center company. They provide Call Center Services and Back Office Outsourcing.
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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
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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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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
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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.