Top Financial Services Firms in New York City
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$50,000+$200 - $300 / hr10 - 49Serves New York City, NYServices 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 New York City, NYServices 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 - 9Freehold, NJ
Services provided
100% AccountingDavis & Davis Tax Consulting is a small Accounting company headquartered in Freehold, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Shrewsbury, NJ
Services provided
100% AccountingSteven T. Spinello, CPA, a small Accounting company, is located in Shrewsbury, New Jersey. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Toms River, NJ
Services provided
100% AccountingAccounting company MonettiStandard PC offers Accounting. They are headquartered in Toms River, New Jersey.
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UndisclosedUndisclosed2 - 9New Rochelle, NY
Services provided
100% AccountingVCWCPA Tax and Accounting is a small Accounting company located in New Rochelle, New York. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Rockaway, NJ
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100% AccountingThomasross Financial Group is a small Rockaway, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Paterson, NJ
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100% AccountingAccounting company BSM Accounting Services was established in 2014. The team focuses on Accounting and is in Paterson, New Jersey.
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UndisclosedUndisclosed2 - 9Wayne, NJ
Services provided
100% Accounting123 Accounting Services LLC is an Accounting company. Their team is located in Wayne, New Jersey. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Manalapan Township, NJ
Services provided
100% AccountingAJC Accounting Services is a Manalapan Township, New Jersey-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Morristown, NJ
Services provided
100% AccountingTiedemann Bookkeeping and Accounting Services is an Accounting company. Their small team is in Morristown, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Clark, NJ
Services provided
100% AccountingAccounting company The Koenig Group, LLC was founded in 1949. The team specializes in Accounting and is located in Clark, New Jersey.
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UndisclosedUndisclosed2 - 9Clark, NJ
Services provided
100% AccountingAngelo & Associates CPAs is an Accounting company. They offer Accounting and were launched in 1984.
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UndisclosedUndisclosed2 - 9Princeton, NJ
Services provided
100% AccountingPrinceton Financial Group, LLC is an Accounting company. They are headquartered in Princeton, New Jersey and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Trenton, NJ
Services provided
100% AccountingRam Associates, Certified Public Accountants, an Accounting company, is in Trenton, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mahwah, NJ
Services provided
100% AccountingZelitsky & company, LLC is a small Accounting company based in Mahwah, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Franklin Township, NJ
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100% AccountingHeadquartered in Franklin Township, New Jersey, RRBB is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Marlboro, NJ
Services provided
100% AccountingEstablished in 2003, Vision Financial Group CPAS is an Accounting company. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9South River, NJ
Services provided
100% AccountingMeky Accounting Firm, a small Accounting company, is in South River, New Jersey. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
100% AccountingHeadquartered in New York, New York, Brandt Accounting Inc is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fair Lawn, NJ
Services provided
70% Accounting20% Business Consulting10% HR ConsultingThe Canna CPAs, an Accounting company, is headquartered in Fair Lawn, New Jersey. They specialize in Accounting and Business Consulting and were founded in 1997.
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UndisclosedUndisclosed2 - 9Red Bank, NJ
Services provided
100% AccountingNext Level Business Solutions is an Accounting company. Established in 2007, the agency is in Red Bank, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Norwalk, CT
Services provided
100% AccountingHeadquartered in Norwalk, Connecticut, Francis S. Infurchia & Company, LLC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Cranford, NJ
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100% AccountingDemian and Company, LLC CPA, an Accounting company, is located in Cranford, New Jersey. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Passaic, NJ
Services provided
80% Accounting20% Litigation Support ServicesSmall Accounting company Mexico Magico Accounting Services, is located in Passaic, New Jersey. The team focuses on Accounting and Litigation Support Services.
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UndisclosedUndisclosed2 - 9Ridgewood, NJ
Services provided
100% AccountingFandl, LLC, an Accounting company, is based in Ridgewood, New Jersey. They offer Accounting.
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UndisclosedUndisclosed2 - 9Union City, NJ
Services provided
100% AccountingManuel A. Rodriguez Income Tax Service is an Accounting company. The team provides Accounting, and the company is in Union City, New Jersey.
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UndisclosedUndisclosed2 - 9Union City, NJ
Services provided
80% Accounting20% Business ConsultingM. Greenwald Associates LLP is an Accounting company launched in 1992. Headquartered in Union City, New Jersey, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Yonkers, NY
Services provided
100% AccountingATAX Lansing, MI is an Accounting company headquartered in Lansing, Michigan and Yonkers, New York. Their services include Accounting.
Read moreSee All Locations (2)Yonkers, NY
Lansing
Yonkers, NY 10710866.999.2829
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UndisclosedUndisclosed50 - 249Garwood, NJ
Services provided
100% AccountingEstablished in 1994, MSPC Certified Public Accountants and Advisors, P.C. Is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Glen Rock, NJ
Services provided
100% AccountingFinancial Consulting Strategies LLC, an Accounting company, was founded in 2004. The team focuses on Accounting and is based in Glen Rock, New Jersey.
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UndisclosedUndisclosed2 - 9Eatontown, NJ
Services provided
100% AccountingEsposito & Wiener, LLC is an Accounting company. Launched in 1987, the agency focuses on Accounting.
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UndisclosedUndisclosed50 - 249Florham Park, NJ
Services provided
100% AccountingUntracht Early, an Accounting company, is in Florham Park, New Jersey. They provide Accounting.
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UndisclosedUndisclosed2 - 9Roseland, NJ
Services provided
100% AccountingIntegrated Financial NJ is an Accounting company. The firm is based in Roseland, New Jersey. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Princeton, NJ
Services provided
100% AccountingHalberstadt Financial Consultants, Inc. Is an Accounting company launched in 1986. The firm offers Accounting.
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UndisclosedUndisclosed2 - 9Manasquan, NJ
Services provided
100% AccountingPartners Financial Group, LLC is a small Accounting company located in Manasquan, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New Providence, NJ
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100% AccountingBased in New Providence, New Jersey, Allegra Financial is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Woodcliff Lake, NJ
Services provided
100% AccountingIncome Harbor is a small Woodcliff Lake, New Jersey-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Trenton, NJ
Services provided
100% AccountingMRP Plans, Inc. Is an Accounting company headquartered in Trenton, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Maywood, NJ
Services provided
100% AccountingDuncanFinancialGroupLLC is an Accounting company founded in 2002. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Parsippany-Troy Hills, NJ
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100% AccountingHeadquarters Advisory Group, LLC is an Accounting company. Their small team is headquartered in Parsippany-Troy Hills, New Jersey. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hoboken, NJ
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100% AccountingAFG Wealth Management is an Accounting company. Established in 2018, the team provides Accounting. The firm is in Hoboken, New Jersey.
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UndisclosedUndisclosed2 - 9Ridgewood, NJ
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100% AccountingVision Retirement is an Accounting company. They are based in Ridgewood, New Jersey and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Ridgewood, NJ
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100% AccountingHeadquartered in Ridgewood, New Jersey, O'Neill & Company is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Morristown, NJ
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100% AccountingCrest Payroll is an Accounting company. Their small team is in Morristown, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ramsey, NJ
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100% AccountingAccounting company Fulton, Menfi, Frega, Straubinger & Berlamino LLC was established in 1940. The company offers Accounting.
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UndisclosedUndisclosed10 - 49Princeton, NJ
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100% AccountingLear & Pannepacker, LLP is an Accounting company headquartered in Princeton, New Jersey. Established in 1984, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Trenton, NJ
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100% AccountingEstablished in 1986, KSM Group CPAs, LLC is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Ramsey, NJ
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100% AccountingThe Marchese Group LLC is a small Accounting company. Established in 2009, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Montvale, NJ
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100% AccountingRausa, Barlotta & Associates, PA, an Accounting company, is headquartered in Montvale, New Jersey. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Red Bank, NJ
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100% AccountingAccounting Synergies, a small Accounting company, is located in Red Bank, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Woodbridge Township, NJ
Services provided
100% AccountingLocated in Woodbridge Township, New Jersey, Accountrail, LLC | Bookkeeping & Taxes is a small Accounting company. Their services include 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
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- Market presence and reputation in the industry
List of the Top 15 New York City 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 - 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 -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
25.7/40.016.4/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% 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 -
$1,000+$100 - $149 / hr10 - 49Hoboken, NJ
Ability to deliver
22.7/40.016.2/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
75% Accounting25% 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 -
$5,000+< $25 / hr50 - 249Brooklyn, NY
Ability to deliver
22.4/40.017.2/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% 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 -
$10,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
22.1/40.016.2/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49New York, 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+< $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 -
$1,000+$300+ / hr10 - 49Teaneck, NJ
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
40% Accounting60% 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 -
$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 -
UndisclosedUndisclosed10 - 49River Edge, NJ
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 -
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 -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
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 -
$5,000+$300+ / hr10 - 49New York, NY
Ability to deliver
7.6/40.00/20 Reviews2.4/10 Clients & Experience5.2/10 Market PresenceService focus
75% Accounting25% Other
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