Top Financial Services Firms in Los Angeles
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List of the Top Los Angeles Financial Services Companies
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$50,000+$200 - $300 / hr10 - 49Serves Los Angeles, CAServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee 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.
1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent feedback for CSTMR highlights their expertise in fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.Was this helpful?
Industry Experience
CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial servicesWas this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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$25,000+Undisclosed250 - 999Serves Los Angeles, CAServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee 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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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UndisclosedUndisclosed50 - 249El Segundo, CA
Services provided
60% Accounting20% Back Office Outsourcing20% Robotics Process AutomationEmpaxis Data Management, Inc. Is an Accounting company. The El Segundo, California-based firm was established in 2004. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
80% Litigation Support Services10% Banking Law10% Financial Advising & PlanningRiverside Notary Service, a Litigation Support Services company, specializes in Litigation Support Services and Financial Advising & Planning. The firm is based in Riverside, California.
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UndisclosedUndisclosed10 - 49Upland, CA
Services provided
20% Accounting20% Back Office Outsourcing20% Corporate Training & Coaching +3 services20% HR Consulting10% Event Management10% Search Engine OptimizationSouthland Data Processing, a Back Office Outsourcing company, was founded in 1986. The small team provides Back Office Outsourcing and Corporate Training & Coaching.
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We evaluate service providers using a structured methodology that combines:
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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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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 12 Los Angeles Financial Services Companies
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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 -
UndisclosedUndisclosed50 - 249Manhattan Beach, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
$5,000+$150 - $199 / hr2 - 9Irvine, CA
Ability to deliver
26/40.016.2/20 Reviews5.2/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Los Angeles, CA
Ability to deliver
25.7/40.016.4/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+< $25 / hr2 - 9Los Angeles, CA
Ability to deliver
24/40.016.2/20 Reviews1.5/10 Clients & Experience6.4/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
23.9/40.015.6/20 Reviews3.4/10 Clients & Experience4.9/10 Market PresenceService focus
15% Accounting85% Other -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Ability to deliver
23.5/40.016.2/20 Reviews1.3/10 Clients & Experience5.9/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr10 - 49Culver City, CA
Ability to deliver
23/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr2 - 9Glendale, CA
Ability to deliver
22.6/40.016.2/20 Reviews1.4/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr50 - 249Rolling Hills Estates, CA
Ability to deliver
22.1/40.016.6/20 Reviews0.7/10 Clients & Experience4.8/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Whittier, CA
Ability to deliver
22.1/40.016.2/20 Reviews0.7/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
$1,000+$25 - $49 / hr50 - 249Santa Monica, CA
Ability to deliver
15.3/40.00/20 Reviews6.3/10 Clients & Experience9/10 Market PresenceService focus
100% Accounting -
Undisclosed< $25 / hr1,000 - 9,999Los Angeles, CA
Ability to deliver
26.9/40.015.2/20 Reviews2.2/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
10.2/40.00/20 Reviews5.1/10 Clients & Experience5.2/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
Ability to deliver
9.8/40.00/20 Reviews2.4/10 Clients & Experience7.4/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
Ability to deliver
9.8/40.03.2/20 Reviews0/10 Clients & Experience6.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed250 - 999Pasadena, CA
Ability to deliver
8.8/40.00/20 Reviews0/10 Clients & Experience8.8/10 Market PresenceService focus
60% Accounting40% Other -
$5,000+$100 - $149 / hr50 - 249El Segundo, CA
Ability to deliver
8.1/40.00/20 Reviews1/10 Clients & Experience7.1/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
Ability to deliver
7.7/40.00/20 Reviews0/10 Clients & Experience7.7/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
Ability to deliver
7.4/40.00/20 Reviews1.8/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
Ability to deliver
7.4/40.00/20 Reviews0/10 Clients & Experience7.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$100 - $149 / hr250 - 999Monterey Park, CA
Ability to deliver
7.2/40.00/20 Reviews0/10 Clients & Experience7.2/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr10 - 49Los Angeles, CA
Ability to deliver
6.3/40.00/20 Reviews0/10 Clients & Experience6.4/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Ability to deliver
6.2/40.00/20 Reviews0/10 Clients & Experience6.2/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
80% Accounting20% Other
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