# Top Wealth and Asset Management Companies Recommended Wealth & Asset Management companies include SoftPak Financial Systems, Inc, Mortar Group, MaxSource Private Limited, House of Bookkeepers, Manay CPA, Dark Horse CPAs, Darshi Kasotia CPA PLLC, Brego Business, ViTWO (6 Livo Technologies Pvt Ltd), Sensiba LLP. Wealth management and asset management companies bring years of experience and industry expertise when it comes to investment portfolio management and overall wealth management. Every wealth advisor will have their own approach to investing, financial planning, and other services, so it's important to filter your search by what matters most. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Wealth and Asset Management Companies Ratings Updated: Jul 28, 2026 ### [SoftPak Financial Systems, Inc](https://clutch.co/profile/softpak-financial-systems) #### 5 out of 5 star rating (8 reviews) - $75,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees - Wayland, MA #### Services Provided - Allocation of Expertise by Percentage - 50% Custom Software Development - 50% Financial Advising & Planning #### Company description SoftPak Financial Systems, Inc is a Financial Advising and Planning company known for its strategic investment advisory and wealth management services. They received 100% positive feedback, with clients praising their ability to forecast trends and align financial solutions with strategic visions, ensuring projects are both under budget and ahead of schedule. [Visit Website](https://www.softpak.com/) --- ### [Mortar Group](https://clutch.co/profile/mortar-group) #### 5 out of 5 star rating (1 reviews) - $25,000+ minimum project size - 2 - 9 employees - Brooklyn, NY #### Services Provided - Allocation of Expertise by Percentage - 60% Commercial Development - 10% Financial Advising & Planning - 30% Funding & Investment #### Company description Mortar Group is a real estate investment firm offering comprehensive investment services, as evidenced by their ability to deliver financial returns exceeding 25% over three years. All reviews reflect positive feedback, highlighting their excellent team and effective virtual communication, with 100% of reviewers praising their performance and indicating no areas for improvement. [Visit Website](https://mortargroup.com/?utm_source=clutch.co&utm_medium=referral) --- ### [MaxSource Private Limited](https://clutch.co/profile/maxsource-private) #### 5 out of 5 star rating (3 reviews) - < $25 average hourly rate - 10 - 49 employees - Vadodara, India #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 10% Back Office Outsourcing - 5% Document Digitization & Management - 5% Employer of Record (EOR) Services - 15% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 5% Financial Consulting - 5% Fractional CFO Services - 5% HR Outsourcing - 10% IT Managed Services - 5% Other IT Consulting and SI - 10% PEO/Employee Leasing - 5% Staffing #### Company description MaxSource Private Limited is a versatile service provider specializing in web development, research, and eCommerce support. The company has received overwhelmingly positive feedback, with clients praising their accuracy, responsiveness, and ability to meet deadlines. Notably, 100% of reviewers highlighted their professionalism and seamless project management. No areas for improvement were identified, underscoring their exceptional service quality. [Visit Website](https://maxsourcepvtltd.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) --- ### [House of Bookkeepers](https://clutch.co/profile/house-bookkeepers) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - Dhaka, Bangladesh #### Services Provided - Allocation of Expertise by Percentage - 60% Accounting - 20% Financial Advising & Planning - 20% Financial Consulting #### Company description House of Bookkeepers is a professional bookkeeping service provider that delivers comprehensive financial reconciliation, accurate financial statements, and tax-ready books for businesses across various industries. The company is praised for its proactive communication, efficiency, and attention to detail, with 100% positive feedback highlighting their ability to meet tight deadlines and improve financial clarity and confidence. Reviewers commend their energetic and highly responsive team. [Visit Website](https://houseofbookkeepers.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) --- ### [Manay CPA](https://clutch.co/profile/manay-cpa) - 50 - 249 employees - Marietta, GA #### Services Provided - Allocation of Expertise by Percentage - 45% Accounting - 5% Commercial Financing - 20% Financial Advising & Planning - 10% HR Consulting - 15% Business Consulting - 5% PEO/Employee Leasing #### Company description Manay CPA is an Accounting company based in Marietta, Georgia and Atlanta, Georgia. Their services include Accounting and Financial Advising & Planning. [Visit Website](https://www.manaycpa.com) --- ### [Dark Horse CPAs](https://clutch.co/profile/dark-horse-cpas) - $1,000+ minimum project size - $300+ average hourly rate - 50 - 249 employees - Encinitas, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 40% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning #### Company description Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia. [Visit Website](https://www.darkhorse.cpa) --- ### [Darshi Kasotia CPA PLLC](https://clutch.co/profile/darshi-kasotia-cpa-pllc) #### 5 out of 5 star rating (1 reviews) - $200 - $300 average hourly rate - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 15% Back Office Outsourcing - 20% Financial Advising & Planning - 25% Fractional CFO Services #### Company description Darshi Kasotia CPA PLLC is a modern, tech‑driven accounting and tax firm serving small and mid‑sized businesses across Greater Houston. Since 2007, we’ve helped business owners gain financial clarity, reduce tax exposure, and make confident decisions through proactive planning, accurate books, and year‑round strategic guidance.  We combine the strategic depth of a large firm with the personal attention of a boutique practice. Clients work directly with a Texas‑licensed CPA—not a call center—supported by a skilled team that ensures accuracy, responsiveness, and continuity. Our cloud‑first workflows, secure document sharing, and real‑time dashboards eliminate paper chases and keep your financials current, accessible, and actionable.  Our services include tax preparation and planning, bookkeeping, payroll, outsourced CFO support, business formation, and Xero/QuickBooks Online advisory. Whether you’re an LLC, S‑Corp, multi‑location operator, or a growing professional practice, we deliver the financial infrastructure and strategic insight needed to scale.  What sets us apart is our proactive approach. We don’t just file taxes—we forecast, advise, and identify opportunities before they pass. We understand the Houston business landscape, from energy contractors and medical practices to real estate investors and tech startups, and tailor our strategies to each client’s industry, goals, and risk profile.  At Darshi Kasotia CPA PLLC, our mission is simple: provide clarity, reduce surprises, and empower business owners with the financial confidence to grow.  [Visit Website](https://www.houstontxcpa.com?utm_source=clutch.co&utm_medium=referral) --- ### [Brego Business](https://clutch.co/profile/brego-business) #### 5 out of 5 star rating (3 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 50 - 249 employees - Mumbai, India #### Services Provided - Allocation of Expertise by Percentage - 15% Advertising - 15% Content Marketing - 15% Finance & Accounting Outsourcing (FAO) - 15% Financial Advising & Planning - 15% Marketing Strategy - 10% Pay Per Click - 15% Social Media Marketing #### Company description Brego Business is a comprehensive digital marketing company that offers services including accounting, recruitment, and social media marketing. The company receives predominantly positive feedback, with 100% of reviewers highlighting their effective and professional project management and measurable outcomes such as improved sales and efficient accounting. Clients particularly appreciate their all-in-one service approach. [Visit Website](https://bregobusiness.com/) --- ### [ViTWO (6 Livo Technologies Pvt Ltd)](https://clutch.co/profile/vitwo-6-livo-technologies) #### 5 out of 5 star rating (1 reviews) - 50 - 249 employees - Kolkata, India #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description ViTWO (6 Livo Technologies Pvt Ltd) is a company specializing in virtual accounting and financial services. Their reviews highlight a 100% positive feedback rate, emphasizing their professionalism, reliability, and systematic management of financial services. Clients particularly appreciate their structured approach and alignment with company values, making them a recommended choice for startups seeking dependable financial management. [Visit Website](https://vitwo.finance/) --- ### [Sensiba LLP](https://clutch.co/profile/sensiba-llp) #### 5 out of 5 star rating (10 reviews) - 250 - 999 employees - San Ramon, CA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 10% Compliance Consulting - 15% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 10% Financial Consulting - 20% Cybersecurity - 10% Business Consulting #### Company description Sensiba LLP is an auditing firm specializing in compliance and certification services, including SOC and ISO audits. The company consistently receives positive feedback for its professionalism, responsiveness, and thoroughness. Approximately 100% of reviewers highlight their timely project management and personal support, while many appreciate their expertise and alignment with client values. [Visit Website](https://sensiba.com/?utm_source=google&utm_medium=organic&utm_campaign=clutch.co) --- ### [Muia Consulting](https://clutch.co/profile/muia-consulting) #### 5 out of 5 star rating (2 reviews) - 2 - 9 employees - Vaughan, Canada #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 20% Financial Advising & Planning - 20% Financial Consulting - 10% Business Consulting #### Company description Muia Consulting is a professional accounting and bookkeeping firm known for its efficiency and flexibility in managing financial systems. With clients praising their organized communication and collaborative approach, 100% of reviewers highlight their professionalism and friendly demeanor. Despite minor growing pains, Muia Consulting's commitment to client satisfaction is a common theme across reviews. [Visit Website](https://www.muiaconsulting.com/) --- ### [Fxtriangle](https://clutch.co/profile/fxtriangle-0) #### 4.8 out of 5 star rating (2 reviews) - $5,000+ minimum project size - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 10% Commercial Financing - 50% Financial Advising & Planning - 15% Funding & Investment - 15% Insurance Services & Brokers - 10% IT Strategy Consulting #### Company description Fxtriangle is a software development company specializing in building trading software. Reviews reflect a positive experience with 100% satisfaction in service quality and project delivery. The company is noted for its quality support staff and effective coordination, though some feedback suggests areas for improvement in turnaround time. [Visit Website](https://fxtriangle.com/) --- ### [Adquiere](https://clutch.co/profile/adquiere) #### 5 out of 5 star rating (6 reviews) - $50,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees - Monterrey, Mexico #### Services Provided - Allocation of Expertise by Percentage - 25% Business Valuation Services - 25% Financial Advising & Planning - 50% Fractional CFO Services #### Company description Adquiere is a Corporate Financial Advising firm specializing in Financial Advising and Planning services, including company valuations, financial modeling, and negotiation support. With a focus on delivering timely and high-quality outputs, 100% of reviewers commend their professionalism and responsiveness, while 67% highlight the effective management of buyer negotiations and financial structuring. The firm consistently aligns with client values and budget constraints. [Visit Website](https://www.adquiere.co/) --- ### [Imperial Advisory, CFOs](https://clutch.co/profile/imperial-advisory-cfos) #### 4.8 out of 5 star rating (2 reviews) - 2 - 9 employees - Valley Stream, NY #### Services Provided - Allocation of Expertise by Percentage - 80% Financial Advising & Planning - 10% Financial Consulting - 10% Business Consulting #### Company description Imperial Advisory, CFOs is a corporate financial advising firm specializing in financial planning and advisory services. The reviews reveal 100% positive feedback, highlighting the firm's professionalism, extensive industry knowledge, and high-quality work delivered ahead of deadlines. All reviewers emphasize their impressive needs analysis and responsiveness. [Visit Website](https://www.imperialgrp.com/) --- ### [Financial Advisor - Marcel Wasserman](https://clutch.co/profile/financial-advisor-marcel-wasserman) #### 4.5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $150 - $199 average hourly rate - 2 - 9 employees - Pretoria, South Africa #### Services Provided - Allocation of Expertise by Percentage - 5% Commercial Financing - 15% Finance & Accounting Outsourcing (FAO) - 50% Financial Advising & Planning - 30% Insurance Services & Brokers #### Company description Financial Advisor - Marcel Wasserman is a financial planning and investment advisory firm specializing in life insurance portfolios and related financial services. Their reviews indicate a high level of professionalism and personalized service, with 100% of reviewers commending their friendly and time-conscious approach. However, 50% noted the need for better responsiveness to client needs. Overall, clients are generally satisfied with their services. [Visit Website](https://marcelwasserman.co.za/) --- ### [Tan Bizy Link](https://clutch.co/profile/tan-bizy-link) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 20% Commercial Financing - 30% Financial Advising & Planning - 20% Funding & Investment - 30% Business Consulting #### Company description Tan Bizy Link is a tax consultation company recognized for its expertise in the tax industry. The overall feedback is overwhelmingly positive, with over 95% client satisfaction, highlighting their exceptional customer service and care. Clients appreciate the smooth workflow and comprehensive guidance on tax-related matters. However, there is a desire for a dedicated contact person during contracts. [Visit Website](https://tanbizlink.co.tz) --- ### [Univest](https://clutch.co/profile/univest) #### 5 out of 5 star rating (1 reviews) - 250 - 999 employees - Souderton, PA #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 50% Financial Advising & Planning - 25% Insurance Services & Brokers #### Company description Univest is a financial services company specializing in complex real estate lending, particularly for neighborhood improvement zones. The reviews highlight Univest's expertise, responsiveness, and project management skills, with 100% positive feedback on their knowledge and communication. Clients appreciate their ability to meet deadlines and their willingness to provide assistance even outside of regular hours. [Visit Website](http://www.univest.net/) --- ### [Smith Mandel & Associates LLP](https://clutch.co/profile/smith-mandel-associates-llp) #### 4.5 out of 5 star rating (1 reviews) - 10 - 49 employees #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description Smith Mandel & Associates LLP is an accounting firm specializing in tax-related services, including audits and property taxes. They have demonstrated significant expertise and reliability, recovering substantial amounts for clients, such as $30,000 in one instance. Feedback is overwhelmingly positive, with praise for their proactive approach and excellent deadline management, yet no suggested areas for improvement were noted. [Visit Website](http://smithmandelcpa.com/) --- ### [Melmac Solutions Limited](https://clutch.co/profile/melmac-solutions) #### 5 out of 5 star rating (6 reviews) - $25,000+ minimum project size - 2 - 9 employees - Finchampstead, England #### Services Provided - Allocation of Expertise by Percentage - 35% Blockchain - 30% Financial Advising & Planning - 35% Cybersecurity #### Company description Melmac Solutions Limited is a company specializing in cybersecurity and financial advising and planning services. They are praised for their proactive approach and expertise in cybersecurity, achieving zero successful cyberattacks and enhancing financial planning. With 100% positive feedback, clients commend their communication, timely delivery, and integrated service approach, particularly in financial planning and cybersecurity. [Visit Website](https://melmac-solutions.com/) --- ### [Genistar Limited](https://clutch.co/profile/genistar) #### 5 out of 5 star rating (3 reviews) - 10 - 49 employees - Caterham, England #### Services Provided - Allocation of Expertise by Percentage - 10% Finance & Accounting Outsourcing (FAO) - 80% Financial Advising & Planning - 10% Insurance Services & Brokers #### Company description Genistar Limited is a financial advising and planning company known for its strong values and excellent communication. Reviews highlight their effective financial review services, with 100% positive feedback on their culture and responsiveness. Clients commend their clear communication and the alignment of company values, making them a trusted partner in financial advisement. [Visit Website](https://genistar.online/) --- ### [Biel Investment Capital](https://clutch.co/profile/biel-investment-capital) #### 5 out of 5 star rating (1 reviews) - $10,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 30% Financial Advising & Planning - 10% Financial Consulting - 25% Funding & Investment - 10% Business Consulting #### Company description Biel Investment Capital is an investment advisory firm offering services in financial advising, financial planning, and wealth management. Feedback indicates a high level of satisfaction, with 100% of reviewers noting their timely delivery and excellent responsiveness, emphasizing the firm's strong alignment with client values and cost-effective pricing. [Visit Website](http://www.bielcapital.com) --- ### [Al Burhan Accounting and Taxation](https://clutch.co/profile/al-burhan-accounting-taxation) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 2 - 9 employees - Dubai, United Arab Emirates #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 5% Banking Law - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 15% Business Consulting - 20% Tax Law #### Company description Al Burhan Accounting and Taxation is a professional firm specializing in accounting, bookkeeping, budgeting, and taxation services. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their professionalism and expertise. Clients commend Al Burhan for exceeding expectations, with one noting a 13% increase in targets achieved. Their dynamic involvement and comprehensive knowledge make them a trusted partner in financial management. [Visit Website](https://alburhanaccountancy.com/) --- ### [Diener & Associates](https://clutch.co/profile/diener-associates) #### 5 out of 5 star rating (5 reviews) - $1,000+ minimum project size - $150 - $199 average hourly rate - 10 - 49 employees #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Business Valuation Services - 20% Financial Advising & Planning - 20% Financial Consulting - 20% Fractional CFO Services #### Company description Diener & Associates is a financial advising and planning firm specializing in corporate financial advising and tax planning services. They received overwhelmingly positive feedback, with clients praising their knowledgeable team and timely project management. Notably, 100% of reviewers appreciated their sound advice and dedication to client success. [Visit Website](https://www.diener.org/) --- ### [Accountsly](https://clutch.co/profile/accountsly-0) #### 5 out of 5 star rating (5 reviews) - $1,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 25% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 15% Fractional CFO Services #### Company description Accountsly is a proficient financial advising and planning firm specializing in bookkeeping, tax compliance, financial reporting, and advisory services. The company is praised for its proactive approach, achieving high client satisfaction with 100% positive feedback. Their services are particularly beneficial for e-commerce businesses, enhancing financial transparency and compliance, with a notable 15% increase in net profits for one client. [Visit Website](https://accountsly.com/) --- ### [The CPA Group](https://clutch.co/profile/cpa-group-0) #### 5 out of 5 star rating (5 reviews) - $5,000+ minimum project size - $300+ average hourly rate - 10 - 49 employees #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Business Valuation Services - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 20% Fractional CFO Services #### Company description The CPA Group is a firm specializing in comprehensive accounting services, including bookkeeping, strategic tax planning, and fractional CFO services. Across their reviews, they are consistently praised for their high-quality work, effective communication, and proactive solutions. Notably, 100% of reviewers appreciate their expertise and personalized approach, with no areas for improvement mentioned. [Visit Website](https://www.thecpagrp.com/) --- ### [VantagePoint Benefit Administrators](https://clutch.co/profile/vantagepoint-benefit-administrators) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - $200 - $300 average hourly rate - 10 - 49 employees - Lynbrook, NY #### Services Provided - Allocation of Expertise by Percentage - 10% Financial Advising & Planning - 13% HR Consulting - 14% HR Outsourcing - 50% Insurance Services & Brokers - 13% PEO/Employee Leasing #### Company description VantagePoint Benefit Administrators is an HR and benefits management company, providing comprehensive services such as compliance management, payroll, and employee training. Feedback indicates exceptional expertise and leadership, with all reviews highlighting their seamless process management and valuable HR insights. 100% of reviewers praise their holistic knowledge and organization, though a suggestion was made for improved communication methods. [Visit Website](https://vantagepointbenefit.com/) --- ### [SALUS Capital | Strategy](https://clutch.co/profile/salus-capital-strategy) #### 4.8 out of 5 star rating (3 reviews) - $10,000+ minimum project size - $150 - $199 average hourly rate - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 20% Business Valuation Services - 10% Commercial Financing - 10% Financial Advising & Planning - 15% Financial Consulting - 15% Fractional CFO Services - 10% Funding & Investment - 10% Business Consulting - 10% Market Research #### Company description SALUS Capital | Strategy is a Financial Advising and Planning firm specializing in strategic financial evaluation, investment advisory, and wealth management. With 100% positive feedback from reviewers, clients commend their detailed financial analysis, timely delivery, and exceptional project management. Their ability to understand complex needs and deliver clear, actionable insights makes them a trusted partner in financial advisement and corporate financial planning. [Visit Website](https://saluscs.com/en/home/) --- ### [Livvity](https://clutch.co/profile/livvity) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Al Batayih, United Arab Emirates #### Services Provided - Allocation of Expertise by Percentage - 50% Corporate Training & Coaching - 40% Financial Advising & Planning - 10% Business Consulting #### Company description Livvity is a team-building company renowned for organizing impactful events and conducting personality and leadership assessments. Reviews consistently highlight Livvity's excellent project management and ability to enhance team spirit and collaboration. With 100% positive feedback, clients commend their close working relationships, positivity, and understanding of client needs. [Visit Website](http://www.livvity.coach/) --- ### [The Wow Company](https://clutch.co/profile/wow-company) #### 4 out of 5 star rating (1 reviews) - 50 - 249 employees #### Services Provided - Allocation of Expertise by Percentage - 15% Accounting - 15% Business Valuation Services - 5% Commercial Financing - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 10% Financial Consulting - 15% Business Consulting #### Company description The Wow Company is an accounting firm offering services such as tax preparation, bookkeeping, and business consulting. Across their reviews, they are praised for their deep understanding of agency needs, flexibility, and innovative problem-solving, with 100% positive feedback regarding their knowledge and adaptability. However, there is a minor suggestion for improved responsiveness. [Visit Website](https://www.thewowcompany.com/) --- ### [BBNC](https://clutch.co/profile/bbnc) #### 4.9 out of 5 star rating (9 reviews) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - Bengaluru, India #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 10% Corporate Law - 10% Financial Advising & Planning - 10% Intellectual Property Law - 10% Labor & Employment Law - 20% Tax Law #### Company description BBNC is a professional services firm specializing in accounting, tax compliance, and legal consultancy. Reviewers appreciate BBNC’s expertise and responsiveness, with 100% positive feedback highlighting their efficient project management and transparent billing structure. Approximately 60% of clients commend their ability to provide multiple services under one roof, making them a preferred choice for comprehensive business solutions. [Visit Website](https://bbnc.in/) --- ### [MB Accounting Group LLC](https://clutch.co/profile/mb-accounting-group) #### 5 out of 5 star rating (2 reviews) - $50 - $99 average hourly rate - 10 - 49 employees - Portland, OR #### Services Provided - Allocation of Expertise by Percentage - 55% Accounting - 5% Digital Asset Management - 25% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 5% Financial Consulting #### Company description MB Accounting Group LLC is an accounting firm known for its consistent and accurate bookkeeping and accounting services. The company receives overwhelmingly positive reviews, with clients praising its reliability, cost-effectiveness, and attention to detail. Approximately 100% of reviewers highlight the firm's thoroughness and timely delivery, emphasizing their effective communication and valuable financial insights. [Visit Website](https://mbaccountinggroup.com) --- ### [Coin Masters](https://clutch.co/profile/coin-masters) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - $50 - $99 average hourly rate - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Business Valuation Services - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 20% Fractional CFO Services #### Company description Coin Masters is an accounting services company specializing in bookkeeping, bank reconciliation, and accounts management. Reviews indicate a high satisfaction rate, with 99% accuracy in financial records and a 30% reduction in overdue receivables. Clients praise their personalized approach and attention to detail, although streamlined communication and more detailed financial insights are suggested for improvement. [Visit Website](https://coinmasters.ca/) --- ### [ADYZER](https://clutch.co/profile/adyzer) #### 5 out of 5 star rating (1 reviews) - < $25 average hourly rate - 10 - 49 employees - Mississauga, Canada #### Services Provided - Allocation of Expertise by Percentage - 70% Accounting - 20% Financial Advising & Planning - 10% Financial Consulting #### Company description ADYZER is a financial advising and planning company specializing in streamlining e-commerce accounting, managing payroll, and ensuring tax compliance. Reviews highlight their efficient project management and proactive communication, with 100% of feedback noting enhanced financial insights and operational efficiency. A suggested improvement includes a more user-friendly client dashboard for real-time financial tracking. [Visit Website](https://www.adyzer.ca) --- ### [Baharestani & Ritt LLP](https://clutch.co/profile/baharestani-ritt-llp) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description Baharestani & Ritt LLP is a tax consultancy specializing in comprehensive tax return services, including Federal and State Tax Returns. The firm is highly regarded, with 100% of reviewers highlighting their detailed, organized approach and efficiency. Over 20 years of consistent excellence with no identified areas for improvement characterize their reputation. [Visit Website](http://bzrllp.com/) --- ### [Finanezy Business Solutions](https://clutch.co/profile/finanezy-business-solutions) #### 5 out of 5 star rating (1 reviews) - < $25 average hourly rate - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 30% Accounting - 35% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 15% Business Consulting #### Company description Finanezy Business Solutions is a financial services company that excels in handling accounting, legal, and other financial needs for clients. All reviews are positive, emphasizing their effective project management, timely completion of tasks, and flexibility in billing. Approximately 100% of reviewers highlighted the firm's impressive data recording and presentation skills. [Visit Website](https://www.finanezy.in/) --- ### [Asesora](https://clutch.co/profile/asesora) #### 5 out of 5 star rating (4 reviews) - 250 - 999 employees - Dubai, United Arab Emirates #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 10% Banking Law - 10% Compliance Consulting - 10% Corporate Law - 10% Finance & Accounting Outsourcing (FAO) - 10% Finance Law - 10% Financial Advising & Planning - 10% Fractional CFO Services - 10% Funding & Investment - 10% Business Consulting #### Company description Asesora is a business consultancy firm providing services such as business setup, licensing, financial compliance, and PRO support. Their reviews reflect a 100% positive sentiment, highlighting their efficiency, responsiveness, and ability to make complex processes stress-free. Clients particularly appreciate Asesora's proactive approach and deep industry knowledge, emphasizing their role as a partner rather than just a service provider. [Visit Website](https://www.asesora.ae) --- ### [USP House](https://clutch.co/profile/usp-house) #### 4.3 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 10 - 49 employees - Noida, India #### Services Provided - Allocation of Expertise by Percentage - 10% Digital Strategy - 15% Financial Advising & Planning - 10% Financial Consulting - 10% Funding & Investment - 5% IT Strategy Consulting - 20% Business Consulting - 15% Market Research - 15% Marketing Strategy #### Company description USP House is a marketing agency specializing in digital marketing strategies and fundraising campaign support. The overall feedback is positive, with clients appreciating their proactive approach, effective project management, and smooth communication. Approximately 80% of reviewers highlight their proactive nature, while a small percentage note their occasionally aggressive service offerings. [Visit Website](http://www.usphouse.com/) --- ### [Cardem Consulting](https://clutch.co/profile/cardem-consulting) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $50 - $99 average hourly rate - 2 - 9 employees - Barranquilla, Colombia #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 20% Commercial Financing - 50% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 10% Business Consulting #### Company description Cardem Consulting is a financial advising firm specializing in credit analysis for invoice factoring. Reviews highlight their expertise in improving credit accuracy, enhancing risk management, and streamlining processes. All feedback is positive, with 100% of reviewers praising their tailored solutions and timely project management. Their innovative approaches and comprehensive understanding of client needs distinguish them as a valuable partner in financial advising and planning. [Visit Website](https://cardemconsulting.com/) --- ### [The Wise CPAS](https://clutch.co/profile/wise-cpas) #### 4.5 out of 5 star rating (1 reviews) - < $25 average hourly rate - 10 - 49 employees #### Services Provided - Allocation of Expertise by Percentage - 90% Accounting - 10% Financial Advising & Planning #### Company description The Wise CPAS is an accounting firm providing services including bookkeeping, accounting, and auditing. Reviews highlight their exceptional communication skills and timely delivery, with 100% of feedback being positive. Clients commend the dedication and availability of their team, suggesting strong professional reliability and expertise in their industry. [Visit Website](https://thewisecpas.com/) --- ### [Equirus Wealth](https://clutch.co/profile/equirus-wealth) - $1,000+ minimum project size - 50 - 249 employees - Mumbai, India #### Services Provided - Allocation of Expertise by Percentage - 20% Business Valuation Services - 50% Financial Advising & Planning - 30% Funding & Investment #### Company description Equirus Wealth is a Financial Advising & Planning company. They are in Mumbai, India and Ahmedabad, India. Their team provides Financial Advising & Planning and Funding & Investment. [Visit Website](https://www.equiruswealth.com/) --- ### [April Stroink](https://clutch.co/profile/april-stroink) #### 5 out of 5 star rating (1 reviews) - Freelancer employees - Halifax, Canada #### Services Provided - Allocation of Expertise by Percentage - 20% Commercial Financing - 40% Financial Advising & Planning - 30% Financial Consulting - 10% Business Consulting #### Company description April Stroink provides Financial Advising and Planning services, specializing in optimizing financial system structures for businesses. Clients appreciate the tailored approach, with 100% positive feedback highlighting the comprehensive financial behavior change. April Stroink's secure communication and personalized advice result in lasting improvements in financial management and spending habits. [Visit Website](https://aprilstroink.ca/) --- ### [HORAN](https://clutch.co/profile/horan-0) #### 5 out of 5 star rating (1 reviews) - 50 - 249 employees - Fort Mitchell, KY #### Services Provided - Allocation of Expertise by Percentage - 35% Financial Advising & Planning - 20% Financial Consulting - 35% Insurance Services & Brokers - 10% Business Consulting #### Company description HORAN provides legendary service, employee benefits consulting, wealth management and life insurance for both corporate and individual clients. Since 1948, HORAN has served as a trusted advisor providing legendary service, support and partnership in employee benefits consulting, wealth management and life insurance for estate and business planning. With offices in Cincinnati, Columbus and Dayton, Ohio; and Ft. Mitchell, Kentucky, HORAN serves both corporate and individual clients in 48 states. HORAN has a strong regional presence with a national footprint. We bring the best services, resources and value to our clients through premier national partnerships with M Financial Group, United Benefit Advisors and Retirement Planning Advisory Group.Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services. [Visit Website](https://horan-fortmitchellky.godaddysites.com) --- ### [Thinksynq Solutions](https://clutch.co/profile/thinksynq-solutions) - 250 - 999 employees #### Services Provided - Allocation of Expertise by Percentage - 10% Customer Service Outsourcing - 40% Financial Advising & Planning - 40% Business Consulting - 10% Sales Outsourcing #### Company description Thinksynq Solutions is a Business Consulting company. Established in 2007, the team focuses on Business Consulting and Financial Advising & Planning. The firm is based in Chennai, TamilNadu, India. [Visit Website](https://thinksynq.in/) --- ### [HORAN - Wealth Management](https://clutch.co/profile/horan-wealth-management) - 50 - 249 employees - Dublin, OH #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Insurance Services & Brokers #### Company description HORAN - Wealth Management is a Financial Advising & Planning and Insurance Services & Brokers company based in Dublin, Ohio. They offer Financial Advising & Planning and Insurance Services & Brokers. [Visit Website](https://horanassoc.com/) --- ### [Liberty Exchange](https://clutch.co/profile/liberty-exchange) - 50 - 249 employees - Phnom Penh, Cambodia #### Services Provided - Allocation of Expertise by Percentage - 20% Commercial Financing - 80% Financial Advising & Planning #### Company description Liberty Exchange is a midsize Phnom Penh, Cambodia-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing. [Visit Website](https://libertycurrency.co/) --- ### [IRIS Business Services Ltd](https://clutch.co/profile/iris-business-services) - 250 - 999 employees - Navi Mumbai, India #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Advising & Planning #### Company description Founded in 2000, IRIS Business Services Ltd is a midsize Navi Mumbai, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning. [Visit Website](https://www.irisbusiness.com/) --- ### [Ramsey Solutions](https://clutch.co/profile/ramsey-solutions) - 1,000 - 9,999 employees - Franklin, TN #### Services Provided - Allocation of Expertise by Percentage - 50% Corporate Training & Coaching - 50% Financial Advising & Planning #### Company description Founded in 1992, Ramsey Solutions is a Corporate Training & Coaching and Financial Advising & Planning company. The team provides Corporate Training & Coaching and Financial Advising & Planning. [Visit Website](https://www.ramseysolutions.com/) --- ### [PathQuest Solutions](https://clutch.co/profile/pathquest-solutions) - $5,000+ minimum project size - $25 - $49 average hourly rate - 250 - 999 employees #### Services Provided - Allocation of Expertise by Percentage - 34% Accounting - 33% Finance & Accounting Outsourcing (FAO) - 33% Financial Advising & Planning #### Company description PathQuest Solutions, an Accounting company, was founded in 2021. The team provides Accounting and Finance & Accounting Outsourcing (FAO). [Visit Website](https://pathquest.com/) --- ### [Solvensy](https://clutch.co/profile/solvensy) #### 5 out of 5 star rating (5 reviews) - < $25 average hourly rate - 10 - 49 employees - Kyiv, Ukraine #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 30% Finance & Accounting Outsourcing (FAO) - 10% Finance Law - 10% Financial Advising & Planning - 15% Business Consulting - 10% Tax Law #### Company description Solvensy® Outsourcing Company Bookkeeping services in the USA for small businesses.  QuickBooks Online bookkeeping. We have QuickBooks Online Proadvisor certificate. Accounting services in the USA.  We are an accounting outsourcing company from Ukraine. Our website - www.solvensy.com. -          Our company’s experts have ACCA, IPFM, ACPM diplomas.  Our services:1. Accounting support for all types of business entities and non-profitable organizations: proprietors, limited liability companies, agricultural entities, charities, charitable foundations, public associations, etc.2. Financial accounting and financial management.3. Business process development.4. Business registration and termination.5. Legal support.Our gains:• 15 years of practical experience in Ukraine.• The system for assigning and tracking work task execution.• The team of 30 experts: chief accountants, financiers, lawyers, tax experts, internal auditors, recruiters, professional communicators with representatives of government agencies, economists, HR specialists.• Outsourced services for 300+ active clients: business entities, proprietors and individuals.• Over 200 successful cases of comprehensive business inspections.• We are certified by PZU Insurance Company which belongs to the biggest insurance groups in Central and Eastern Europe and have awarded a professional liability insurance contract with them. We will gladly help you to open your business in Ukraine the safest way! [Visit Website](https://solvensy.com) --- ### [Brite Advisors](https://clutch.co/profile/brite-advisors) - 50 - 249 employees - Dubai, United Arab Emirates #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Advising & Planning #### Company description Brite Advisors is a Financial Advising & Planning company. Their team is in Dubai, United Arab Emirates. The agency specializes in Financial Advising & Planning. [Visit Website](https://www.brite-advisors.com/) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why 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](https://clutch.co/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.