Top Financial Services Firms in New York
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List of the Top New York Financial Services Companies
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$50,000+$200 - $300 / hr10 - 49Serves New YorkServices 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?
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 New YorkServices 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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UndisclosedUndisclosed2 - 9New York, NY
Services provided
100% AccountingEstablished in 2015, Payroll Web, LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
100% AccountingCiti Payroll Services Corporation is an Accounting company. They are in Brooklyn, New York and have small team. They focus on Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
10% Accounting20% Sports Marketing10% Business Consulting +7 services10% Corporate Training & Coaching10% Financial Advising & Planning10% Media Planning & Buying10% Public Relations10% Social Media Marketing5% Marketing Strategy5% Media & Entertainment LawSportstars, Inc., a Sports Marketing company, was launched in 1988. They offers Sports Marketing and Public Relations.
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UndisclosedUndisclosed2 - 9Rochester, NY
Services provided
40% Accounting30% Business Valuation Services30% Litigation Support ServicesLaunched in 1994, StoneBridge Business Partners is an Accounting company. The team provides Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9East Aurora, NY
Services provided
70% Accounting20% Financial Advising & Planning10% Business Valuation ServicesPhilipps and Brooks, CPAs, PC is an Accounting company. They were launched in 1989, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
20% Accounting20% Business Consulting20% Cybersecurity +2 services20% Litigation Support Services20% Malpractice LawHeadquartered in New York, New York, T&M USA, LLC is a Cybersecurity company. They focus on Cybersecurity and Business Consulting and were launched in 1981.
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
20% Corporate Law20% Finance Law20% Litigation Support Services +3 services15% Funding & Investment15% Internet & Technology Law10% Insurance Services & BrokersEstablished in 1920, Arthur Cox LLP is a Corporate Law company. Based in Dublin, Ireland and Belfast, Northern Ireland, the team focuses on Corporate Law and Finance Law.
Read moreSee All Locations (4)New York, NY
One Rockefeller Plaza 15th Floor
New York, NY 10020+1 212 782 3294
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
60% Accounting20% Business Valuation Services20% Litigation Support ServicesForensic Risk Alliance is an Accounting company headquartered in London, England and Paris, France. They specialize in Accounting and Business Valuation Services.
Read moreSee All Locations (4)New York, NY
1740 Broadway 15th Floor
New York, NY 1001910 - 15
319.310.2476
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UndisclosedUndisclosed2 - 9New Rochelle, NY
Services provided
20% Accounting20% Business Consulting20% Business Valuation Services +2 services20% Financial Advising & Planning20% Litigation Support ServicesSmart's Management & Consulting Associates, LLC is a Business Consulting company. Established in 1983, the team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
20% Accounting20% Business Consulting20% Business Valuation Services +2 services20% Financial Advising & Planning20% Financial ConsultingEstablished in 2017, Brunner Consulting Inc. Is a small Brooklyn, New York-based Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
20% Accounting40% Business Consulting20% Financial Advising & Planning +1 service20% Financial ConsultingBusiness Consulting company PS Business Management, LLC was launched in 2002. The company offers Business Consulting and Accounting, and is midsize.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
30% Accounting70% Business ConsultingFounded in 2008, Vitteaux Ltd. Is a Business Consulting company. The team specializes in Business Consulting and Accounting and is located in Brooklyn, New York.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
30% Business Consulting30% Financial Advising & Planning20% HR Consulting +2 services10% Branding10% LogoEstablished in 2016, Wheeler and Morris Business Management Consulting LLC. Is a Business Consulting company. Their team specializes in Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
20% Accounting20% Business Consulting20% Business Valuation Services +2 services20% Financial Consulting20% Marketing StrategyMarketing Strategy company Medvid Consulting Corporation was founded in 2015. The company specializes in Marketing Strategy and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
50% Accounting30% Business Consulting20% Financial Advising & PlanningBalcom Consulting Services is a small Accounting company. Founded in 2002, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
20% Accounting30% Financial Advising & Planning30% Financial Consulting +1 service20% Business ConsultingAGD Consulting, LLC, a small Financial Advising & Planning company, is located in Brooklyn, New York. The team specializes in Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
20% Accounting20% Business Consulting20% Business Valuation Services +2 services20% Commercial Financing20% Fractional CFO ServicesCentri Business Consulting, LLC is a Business Consulting company. The Philadelphia, Pennsylvania-based team specializes in Business Consulting and Commercial Financing.
Read moreSee All Locations (5)New York, NY
530 Seventh Avenue Suite 2201
New York, NY 1001816 - 20
516.386.5556
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
20% Accounting20% Business Consulting20% Corporate Training & Coaching +2 services20% Fractional CFO Services20% HR ConsultingAccountAbility Business Consulting is a Business Consulting company. Their team is located in Brooklyn, New York. The firm offers Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed50 - 249Rochester, NY
Services provided
20% Accounting40% Business Consulting20% Business Valuation Services +1 service20% IT Strategy ConsultingMengel Metzger Barr & Co. LLP is a Business Consulting company. The Rochester, New York-based firm was established in 1975. Their team focuses on Business Consulting and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Brooklyn, NY
Services provided
20% Accounting20% Business Consulting20% Fractional CFO Services +2 services20% Recruiting20% StaffingPRIMUS Business Management, a Business Consulting company, was founded in 2002. The company specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
20% Accounting40% Business Consulting20% Financial Consulting +1 service20% Marketing StrategyA2z Business Consulting is a Business Consulting company headquartered in New York, New York. The team specializes in Business Consulting and Marketing Strategy.
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UndisclosedUndisclosed10 - 49Brooklyn, NY
Services provided
20% Back Office Outsourcing20% Business Consulting20% Corporate Training & Coaching +2 services20% Financial Advising & Planning20% HR ConsultingEstablished in 2005, Creative Business Inc. Is a Business Consulting company. The firm specializes in Business Consulting and Back Office Outsourcing, and is small.
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UndisclosedUndisclosed50 - 249Pearl River, NY
Services provided
50% Accounting25% Cybersecurity25% IT Strategy ConsultingRockland Professional Services, LLC, an Accounting company, is headquartered in Pearl River, New York. The team specializes in Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
40% Litigation Support Services20% Commercial Brokerage Services20% Financial Advising & Planning +1 service20% TranslationNew York Notary Signing Services is a Litigation Support Services company founded in 2021. The team focuses on Litigation Support Services and Translation and is based in New York, New York.
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UndisclosedUndisclosedFreelancerNew York, NY
Services provided
30% Litigation Support Services20% Business Consulting20% Financial Advising & Planning +2 services20% Fulfillment10% Document Digitization & Management24 Hour Mobile Notary and Apostille Service is a Litigation Support Services company. They are located in New York, New York. Their team offers Litigation Support Services and Business Consulting.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
25% Business Consulting25% Funding & Investment20% Financial Advising & Planning +2 services20% Market Research10% Conversion OptimizationCrewcial Partners LLC ® is a Business Consulting company. Their team is headquartered in New York, New York and focuses on Business Consulting and Funding & Investment.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
30% Financial Advising & Planning30% Financial Consulting20% Application Testing +1 service20% Commercial FinancingFinancial Advising & Planning company NewOak Capital was launched in 2008. In New York, New York and Danbury, Connecticut, the team focuses on Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
20% Accounting20% Affiliate Marketing20% Pay Per Click +2 services20% Search Engine Optimization20% Web DesignAffiliate Marketing company Profex Digital was founded in 2023. The team provides Affiliate Marketing and Search Engine Optimization and is headquartered in London, England and Brooklyn, New York.
Read moreSee All Locations (2)Brooklyn, NY
327 E 26th St
Brooklyn, NY 11226Was this helpful?
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
20% Accounting20% Business Consulting20% Fractional CFO Services +2 services20% Insurance Law20% Labor & Employment LawISAT CPA is a Business Consulting company. Based in Brooklyn, New York, the firm focuses on Business Consulting and Accounting.
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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 15 New York Financial Services Companies
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% 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 -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.1/40.016.6/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
$1,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.3/40.016.2/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
$1,000+$100 - $149 / hr2 - 9New York, NY
Ability to deliver
24.4/40.016.2/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$200 - $300 / hr2 - 9Staten Island, NY
Ability to deliver
23.6/40.016.4/20 Reviews1.4/10 Clients & Experience5.8/10 Market PresenceService focus
75% Accounting25% Other -
$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.6/40.016.2/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
10% Financial Advising & Planning50% Insurance Services & Brokers40% Other -
Undisclosed$50 - $99 / hr2 - 9New York, NY
Ability to deliver
23.5/40.017/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed2 - 9Valley Stream, NY
Ability to deliver
23.2/40.015.6/20 Reviews2/10 Clients & Experience5.6/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
22.9/40.015.6/20 Reviews2.7/10 Clients & Experience4.6/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$150 - $199 / hr10 - 49New York, NY
Ability to deliver
22.6/40.016.2/20 Reviews1/10 Clients & Experience5.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr50 - 249Brooklyn, NY
Ability to deliver
22.2/40.017.2/20 Reviews0/10 Clients & Experience5/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Buffalo, NY
Ability to deliver
22/40.016.2/20 Reviews1.4/10 Clients & Experience4.4/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Jackson Heights, NY
Ability to deliver
21.6/40.016.2/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
80% Accounting10% Financial Advising & Planning10% Other -
$25,000+$300+ / hr2 - 9New York, NY
Ability to deliver
21.4/40.017.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
$1,000+$50 - $99 / hr10 - 49Mamaroneck, NY
Ability to deliver
20.4/40.016.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr10 - 49new york, NY
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed50 - 249Hauppauge, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9Valhalla, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Buffalo, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed2 - 9New York, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Flushing, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Pittsford, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249New York, NY
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
8.6/40.00/20 Reviews1.8/10 Clients & Experience6.9/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning50% Other -
Undisclosed$100 - $149 / hr2 - 9New York, NY
Ability to deliver
27.7/40.017.6/20 Reviews5.1/10 Clients & Experience5/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed< $25 / hr250 - 999New York, NY
Ability to deliver
20.8/40.013/20 Reviews1.3/10 Clients & Experience6.4/10 Market PresenceService focus
10% Accounting90% Other
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