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Top Financial Services Firms in Rhode Island

Ratings Updated: January 29, 2026

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0 Leaders 15 Contenders

61 Companies

Country: United States

State: Rhode Island

List of the Top Rhode Island Financial Services Companies

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Rhode Island

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR 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.

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Reviews mention Great team
CSTMR has received overwhelmingly positive feedback, particularly highlighting their exceptional team. Clients have noted their 'talented individuals' who are 'highly skilled' and the seamless project management that facilitates effective collaboration. One client emphasized the team's ability to 'shine and produce results' despite challenges, while another praised their thoughtful and caring approach, stating they are 'fantastic people' who consistently go above and beyond. Overall, the sentiment reflects a strong admiration for CSTMR's team dynamics and expertise.

Digital & Content Marketing for Money Transfer Platform

5.0 Jan 20, 2021

CSTMR has a talented team of individuals that are highly skilled in their areas of expertise. Their project management is on point! They make it easy for us as a client to keep a track of all the ongoing projects and next steps. Their highly talented team has the ability to shine and produce results regardless of any challenge thrown at them.
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Digital Marketing, Web Dev & UX/UI Design for FinTech Co

5.0 Jun 17, 2025

CSTMR consistently delivers on time and manages all of our engagements seamlessly. They are a true partner. Aside from the fact that they're the most thoughtful, skilled fintech marketers in the U.S., they're also just fantastic people who truly care (about us and about our customers) and will go above and beyond to deliver for us every single time. Their culture matches perfectly with ours.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent client feedback indicates a strong overall sentiment towards CSTMR, highlighting their expertise in branding and web design. One client, from ValidMind, praised CSTMR for their methodical project management and responsiveness, noting that website traffic tripled post-engagement. The client appreciated CSTMR's deep understanding of the fintech sector and reported no areas for improvement, recommending clarity in project goals for future clients.
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Average Project Cost Breakdown

$50,000 to $199,999 (2) $10,000 to $49,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.
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View projects from:

Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)
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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves Rhode Island

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

Talent 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.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting 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 more
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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 & leisure

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Average Project Cost Breakdown

What 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.
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Mind Your Money, LLC

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Scituate, RI

Services provided

30% Business Consulting

30% Financial Advising & Planning

20% Corporate Training & Coaching +1 service

20% Event Marketing

Established in 2018, Mind Your Money, LLC is a small Business Consulting company based in Scituate, Rhode Island. Their team specializes in Business Consulting and Financial Advising & Planning.
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Hollis Meddings Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

East Providence, RI

Services provided

40% Business Consulting

20% Financial Consulting

20% Supply Chain Management +2 services

10% Executive Search

10% Financial Advising & Planning

Founded in 1998, Hollis Meddings Group, a small Business Consulting company, is headquartered in East Providence, Rhode Island. Their services include Business Consulting and Supply Chain
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Crisafulli Business Coaching

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

South Kingstown, RI

Services provided

40% Business Consulting

20% Business Valuation Services

20% Insurance Services & Brokers +2 services

10% Commercial Financing

10% Financial Advising & Planning

Crisafulli Business Coaching is a Business Consulting company launched in 1996. The small team offers Business Consulting and Insurance Services & Brokers.
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Ferreira & Co, LLC.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Warwick, RI

Services provided

40% Accounting

30% Business Consulting

10% Financial Advising & Planning +2 services

10% Funding & Investment

10% Litigation Support Services

In Warwick, Rhode Island, Ferreira & Co, LLC. Is a small Accounting company. The team focuses on Accounting and Business Consulting.
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1-2-3 Financial Services, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

West Warwick, RI

Services provided

40% Accounting

20% Business Consulting

20% Financial Advising & Planning +1 service

20% Litigation Support Services

1-2-3 Financial Services, Inc., an Accounting company, was established in 2000. The team provides Accounting and Business Consulting and is based in West Warwick, Rhode Island.
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Ford & Messere, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Portsmouth, RI

Services provided

60% Accounting

20% Business Consulting

20% Financial Advising & Planning

Accounting company Ford & Messere, Inc. Is in Portsmouth, Rhode Island. They specialize in Accounting and Business Consulting.
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Avant-Tax

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Warwick, RI

Services provided

40% Accounting

20% Business Consulting

20% Business Valuation Services +1 service

20% Financial Consulting

Accounting company Avant-Tax was established in 2005. The company focuses on Accounting and Business Consulting, and is small.
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David Krekorian CPA Ltd.

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Warwick, RI

Services provided

40% Accounting

30% Business Consulting

20% Financial Advising & Planning +1 service

10% Litigation Support Services

Accounting company David Krekorian CPA Ltd. Is in Warwick, Rhode Island. Established in 1990, the team focuses on Accounting and Business Consulting.
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DelGrande & Montefusco, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Cranston, RI

Services provided

40% Accounting

20% Business Consulting

20% Financial Advising & Planning +1 service

20% Financial Consulting

DelGrande & Montefusco, Inc. Is a Cranston, Rhode Island-based Accounting company. They provide Accounting and Business Consulting.
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Leshinsky Finance

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Cranston, RI

Services provided

20% Accounting

20% Business Consulting

10% Business Valuation Services +5 services

10% Commercial Financing

10% Content Writing Services

10% Financial Advising & Planning

10% Financial Consulting

10% Funding & Investment

Leshinsky Finance, a Business Consulting company, is in Cranston, Rhode Island. They focus on Business Consulting and Accounting and were launched in 2014.
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Adam Financial, LLP

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Newport, RI

Services provided

30% Accounting

20% Business Consulting

10% Commercial Financing +4 services

10% Corporate Training & Coaching

10% Event Management

10% Executive Search

10% Financial Consulting

Established in 2005, Adam Financial, LLP is an Accounting company. The agency offers Accounting and Business Consulting, and is small.
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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

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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.

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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 Rhode Island Financial Services Companies

GrowthLab Finance-as-a-Service

Undisclosed

Undisclosed

10 - 49

Providence, RI

Ability to deliver

6.1/40.0

0/20 Reviews

0/10 Clients & Experience

6.1/10 Market Presence

Service focus

50% Accounting

50% Financial Advising & Planning

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Business Closed

Undisclosed

Undisclosed

2 - 9

Warwick, RI

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

100% Insurance Services & Brokers

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Skyline Accounting

Undisclosed

Undisclosed

2 - 9

Coventry, RI

Ability to deliver

16.2/40.0

16.2/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

80% Accounting

20% Other

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US Dealer Financial Services (US-DFS)

Undisclosed

Undisclosed

10 - 49

Hopkinton, RI

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Other

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Exotax Solutions Pvt. Ltd

$10,000+

$25 - $49 / hr

50 - 249

Woonsocket, RI

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

50% Accounting

20% Financial Advising & Planning

30% Other

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JSB Tax Services LLC

Undisclosed

Undisclosed

2 - 9

Pawtucket, RI

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

100% Accounting

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Piccerelli, Gilstein & Company, LLP

Undisclosed

Undisclosed

10 - 49

Providence, RI

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

80% Accounting

20% Other

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Restivo Monacelli LLP

Undisclosed

Undisclosed

10 - 49

Providence, RI

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

40% Accounting

60% Other

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KLR

Undisclosed

Undisclosed

50 - 249

Providence, RI

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

30% Accounting

70% Other

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Sansiveri, Kimball & Co., LLP

Undisclosed

Undisclosed

10 - 49

Providence, RI

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% Accounting

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Charland, Marciano & Company, CPAs, LLP

Undisclosed

Undisclosed

10 - 49

Providence, RI

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

90% Accounting

10% Other

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Yarlas Kaplan Santilli Moran

Undisclosed

Undisclosed

10 - 49

Providence, RI

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% Accounting

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Mandel & Tracy, LLC

Undisclosed

Undisclosed

2 - 9

Providence, RI

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% Accounting

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Havener Capital Partners

Undisclosed

Undisclosed

2 - 9

Newport, RI

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% Accounting

50% Other

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Westcott Properties

Undisclosed

Undisclosed

10 - 49

Providence, RI

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% Accounting

80% Other

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