Top Financial Services Firms in New York City
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves New York City, NYServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Serves New York City, NYServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
-
$1,000+$100 - $149 / hr250 - 999New York, NY
Services provided
Founded in 1981, Nigro Karlin Segal Feldstein & Bolno, a midsize Accounting company, is headquartered in Los Angeles, California and San Francisco, California. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
Located in New York, New York, Acuity Knowledge Partners is an Accounting company. The team specializes in Accounting.
Read more -
$1,000+Undisclosed2 - 9New York, NY
Services provided
1040 abroad, an Accounting company, was founded in 2012. Headquartered in New York, New York, the team provides Accounting and Financial Advising & Planning.
Read more -
$5,000+Undisclosed10,000+New York, NY
Services provided
In New York, New York, ReSource Pro is a large Insurance Services & Brokers and Back Office Outsourcing company. Their services include Insurance Services & Brokers and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed10 - 49Brooklyn, NY
Services provided
Syed Professional Services is an Accounting company. Their team is based in Brooklyn, New York and specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Launched in 2011, iRCM, Inc is a Back Office Outsourcing company. Their team provides Back Office Outsourcing and Insurance Services & Brokers.
Read more -
Undisclosed< $25 / hr50 - 249New York, NY
Services provided
Fingercheck is a New York, New York-based HR Consulting company. They specialize in HR Consulting and Recruiting.
Read more -
$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Schulman Lobel is a New York, New York-based Accounting company. The team provides Accounting.
Read more -
$1,000+$100 - $149 / hr250 - 999New York, NY
Services provided
Gelfand, Rennert & Feldman is a midsize Accounting company founded in 1967. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Gould+Partners LLC is an Accounting company. They are in New York, New York and have small team. They specialize in Accounting and Marketing Strategy.
Read more -
$5,000+$50 - $99 / hr1,000 - 9,999New York, NY
Services provided
Datamatics Business Solutions Inc, a Marketing Strategy company, was founded in 1982. In Mumbai, India and New York, New York, the team provides Marketing Strategy and Sales Outsourcing.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Business Valuation Services company Marshall & Stevens Incorporated focuses on Business Valuation Services and Financial Advising & Planning. They were founded in 1932.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
Insurance Services & Brokers company Distinguished Programs is located in New York, New York. The team provides Insurance Services & Brokers.
Read more -
$10,000+Undisclosed50 - 249New York, NY
Services provided
Alpha Root is an Insurance Services & Brokers company. Based in New York, New York, their midsize team specializes in Insurance Services & Brokers. The company was launched in 2017.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Established in 1980, Alliance Global Partners is a small Funding & Investment company. Their team offers Funding & Investment and Financial Consulting.
Read more -
$5,000+< $25 / hr10 - 49New York, NY
Services provided
Cloudwalks Hosting INC is an IT managed services and Accounting company. The agency is headquartered in New York, New York. Their services include IT managed services and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Brooklyn, NY
Services provided
Finaloop is a Brooklyn, New York-based Accounting and Fractional CFO Services company. The team focuses on Accounting and Fractional CFO Services.
Read more -
UndisclosedUndisclosed2 - 9Clark, NJ
Services provided
Founded in 2017, Norton CPA, LLC, a small Accounting company, is located in Clark, New Jersey. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Digital Alpha is a software development company. The firm is in New York, New York and Princeton, New Jersey. Their services include Custom Software Development and cloud consulting & SI.
Read more -
$1,000+$150 - $199 / hr10 - 49New York, NY
Services provided
Based in New York, New York, 212 Tax & Accounting is a small Accounting company. Their services include Accounting.
Read more -
$1,000+$50 - $99 / hr10 - 49New York, NY
Services provided
GreenSlate is a New York, New York-based Accounting company. The team specializes in Accounting.
Read more -
$1,000+$50 - $99 / hr50 - 249New York, NY
Services provided
NCheng is an Accounting company. Their midsize team is based in New York, New York and specializes in Accounting. The company was launched in 1989.
Read more -
$1,000+$150 - $199 / hr50 - 249New York, NY
Services provided
RotenbergMeril is an Accounting company. They were founded in 1986 and offer Accounting.
Read more -
$1,000+$25 - $49 / hr50 - 249New York, NY
Services provided
Established in 1996, Fuoco Group is a midsize Accounting company. Their services include Accounting.
Read more -
$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Adelman Katz & Mond is a small New York, New York-based Accounting company. The team provides Accounting.
Read more -
$1,000+$100 - $149 / hr50 - 249New York, NY
Services provided
Janover is an Accounting company located in New York, New York and Garden City, New York. Established in 1938, the team focuses on Accounting.
Read more -
$1,000+< $25 / hr250 - 999New York, NY
Services provided
Eclaro, a Back Office Outsourcing company, offer Back Office Outsourcing and Accounting. They were established in 1999.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Mark S. Gottlieb, CPA PC is an Accounting company headquartered in New York, New York. They focus on Accounting and were founded in 1989.
Read more -
$1,000+$150 - $199 / hr2 - 9New York, NY
Services provided
Presti & Naegele is an Accounting company. The New York, New York-based team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Queens, NY
Services provided
Ahad&Co, a Business Consulting company, was founded in 2015. They specializes in Business Consulting and Accounting.
Read more -
$1,000+$25 - $49 / hr10 - 49New York, NY
Services provided
Bexven is a small Business Valuation Services company based in New York, New York. Their services include Business Valuation Services and Digital Asset Management.
Read more -
$1,000+$150 - $199 / hr50 - 249New York, NY
Services provided
Located in New York, New York, Kiwi Partners is a midsize Accounting company. The team specializes in Accounting.
Read more -
$1,000+$150 - $199 / hr2 - 9New York, NY
Services provided
Ratafia & Co., CPAs, an Accounting company, offers Accounting. The firm is in New York, New York and Ossining, New York.
Read more -
$1,000+$150 - $199 / hr50 - 249Brooklyn, NY
Services provided
Roth & Company is an Accounting company launched in 1978. The team provides Accounting.
Read more -
$1,000+$150 - $199 / hr10 - 49New York, NY
Services provided
VJN & Associates, an Accounting company, was established in 2012. The firm focuses on Accounting, and is small.
Read more -
$1,000+$150 - $199 / hr10 - 49New York, NY
Services provided
Established in 1948, WFFA CPAs is an Accounting company. The agency offers Accounting.
Read more -
$1,000+$25 - $49 / hr10 - 49New York, NY
Services provided
Sheehan & Company is an Accounting company launched in 1955. Their team specializes in Accounting.
Read more -
$1,000+$100 - $149 / hr50 - 249New York, NY
Services provided
Accounting company RBT CPAs (formerly Vanacore, DeBenedictus, DiGovanni & Weddell) was launched in 1969. The team provides Accounting.
Read more -
$1,000+$25 - $49 / hr50 - 249New York, NY
Services provided
In New York, New York, Concretio is a midsize CRM consulting and SI company. Their services include CRM consulting and SI and Custom Software Development.
Read more -
UndisclosedUndisclosed50 - 249New York , NY
Services provided
Midsize Accounting company Wei, Wei & Co., LLP, is headquartered in New York , New York. The team specializes in Accounting and Financial Consulting.
Read more -
$1,000+< $25 / hr10 - 49Rochelle Park, NJ
Services provided
Arcarius Funding is a Funding & Investment company. The team is in Rochelle Park, New Jersey, and their services include Funding & Investment and Commercial Financing.
Read more -
$5,000+< $25 / hr50 - 249New York, NY
Services provided
QuickBooks Data Migration is an Accounting company headquartered in New York, New York. The team provides Accounting.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
In New York, New York and New York, New York, Honig Conte Porrino Insurance is an Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed2 - 9Staten Island, NY
Services provided
Small Financial Advising & Planning and Financial Consulting company The Debt Relief Co, is located in Staten Island, New York. The team offers Financial Advising & Planning and Financial
Read more -
$5,000+Undisclosed2 - 9Jersey City, NJ
Services provided
Accounting company Agency CPAs is located in Jersey City, New Jersey. The team focuses on Accounting and Business Valuation Services.
Read more -
$1,000+$150 - $199 / hr2 - 9New York, NY
Services provided
Czarnowski & Beer is an Accounting company. In New York, New York, the agency was established in 1986. Their team offers Accounting.
Read more -
$1,000+Undisclosed2 - 9New York, NY
Services provided
Goldburd & Co. Is a small Accounting company headquartered in New York, New York and Lakewood, New Jersey. Their services include Accounting.
Read more -
$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Nazaire & Co., an Accounting company, is in Garden City, New York and New York, New York. They focus on Accounting.
Read more -
$1,000+$50 - $99 / hr10 - 49New York, NY
Services provided
Wolfsohn Accounting Services is an Accounting company. They are in Lynbrook, New York and New York, New York, and their services include Accounting.
Read more -
$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Launched in 1984, Accounting & Compliance International is an Accounting company. Their team focuses on Accounting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy 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 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.
List of the Top 15 New York City Financial Services Companies
-
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
