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Home Financial Services United States California San Jose

Top Financial Services Firms in San Jose

Ratings Updated: April 1, 2026
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3 Leaders 15 Contenders

1,004 Companies

Country: United States
State: California
City: San Jose

List of the Top San Jose Financial Services Companies

  • Featured

    What are Featured Providers?

    CSTMR Logotype

    CSTMR

    4.9 7 reviews
    Premier Verified
    $50,000+
    $200 - $300 / hr
    10 - 49
    Serves San Jose, CA

    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.

    See all 7 projects

    Reviews mention Results-oriented

    Clients express a strong sentiment of satisfaction regarding CSTMR's results-oriented approach. One client noted significant progress in achieving year-end goals with a lower customer acquisition cost, highlighting the effectiveness of well-optimized advertising campaigns and automated marketing tools. Additionally, feedback emphasized CSTMR's talented team and their ability to produce results even in challenging situations, showcasing their commitment to client success and project management excellence.
    • Digital & Content Marketing for Money Transfer Platform
      5.0 Jan 20, 2021

      Progress in not only implementing an ad strategy that’s on-target but also one that has clearly helped us achieve our year-end goals with a lower CPA, year after year. With everything from well thought out and well-optimized advertising campaigns that reaches our audiences, to automated marketing tools, blog strategy and content, and so much more. They’ve really helped bring our brand to life.

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    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 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.
    Read 1 Recent Review

    More responsive than most other service providers

    CSTMR is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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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 Logotype

    Talent Formula

    5.0 2 reviews
    Verified
    $25,000+
    Undisclosed
    250 - 999
    Serves San Jose, CA

    Services provided

    35% Accounting
    35% Finance & Accounting Outsourcing (FAO)
    30% AI Agents

    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.

    See all 2 projects
    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
    Read 1 Review

    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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    Select Industry to see insights

    Hospitality & leisure

    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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  • Easy Filing Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Services provided

    50% Accounting
    50% Business Consulting

    Easy Filing is a small San Francisco, California-based Business Consulting and Accounting company. Their services include Business Consulting and Accounting.

    Read more
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  • Tower59 Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Services provided

    20% Accounting
    40% Business Valuation Services
    20% Back Office Outsourcing +1 service
    20% Corporate Law

    Tower59 is a Business Valuation Services company in San Francisco, California. Launched in 2012, the team focuses on Business Valuation Services and Back Office Outsourcing.

    Read more
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  • Zenith American Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    San Francisco, CA

    Services provided

    20% Accounting
    40% Back Office Outsourcing
    20% Customer Service Outsourcing +1 service
    20% Financial Advising & Planning

    Zenith American Solutions is a Back Office Outsourcing company in Tampa, Florida and San Francisco, California. The team specializes in Back Office Outsourcing and Accounting.

    Read more

    San Francisco, CA

    221 Main St #250
    San Francisco, CA 94105

    10 - 15

    415-546-7800

    See All Locations (2)
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  • Integrated Payor Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    San Francisco, CA

    Services provided

    60% Back Office Outsourcing
    40% Insurance Services & Brokers

    Back Office Outsourcing company Integrated Payor Solutions was launched in 2015. The agency provides Back Office Outsourcing and Insurance Services & Brokers, and is small.

    Read more
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1 Ravix Group
2 Sensiba LLP
3 Escalon Services, Inc.

List of the Top 3 San Jose Financial Services Companies

  1. Ravix Group Logotype

    Ravix Group

    Undisclosed
    Undisclosed
    50 - 249
    San Jose, CA

    Ability to deliver

    33.8/40.0
    19.4/20 Reviews
    4.9/10 Clients & Experience
    9.5/10 Market Presence

    Service focus

    40% Accounting
    60% Other
    View Profile Visit Website
  2. Sensiba LLP Logotype

    Sensiba LLP

    Undisclosed
    Undisclosed
    250 - 999
    San Jose, CA

    Ability to deliver

    27.2/40.0
    18.2/20 Reviews
    0/10 Clients & Experience
    9/10 Market Presence

    Service focus

    25% Accounting
    10% Financial Advising & Planning
    65% Other
    View Profile Visit Website
  3. Escalon Services, Inc. Logotype

    Escalon Services, Inc.

    Undisclosed
    Undisclosed
    50 - 249
    Palo Alto, CA

    Ability to deliver

    31.9/40.0
    16.2/20 Reviews
    7.2/10 Clients & Experience
    8.5/10 Market Presence

    Service focus

    90% Accounting
    10% Other
    View Profile Visit Website
  4. RightRev Logotype

    RightRev

    $25,000+
    Undisclosed
    50 - 249
    Santa Clara, CA

    Ability to deliver

    8.8/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6.7/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  5. SMB Services Logotype

    SMB Services

    Undisclosed
    Undisclosed
    10 - 49
    Palo Alto, CA

    Ability to deliver

    8.1/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    6.4/10 Market Presence

    Service focus

    50% Accounting
    20% Financial Advising & Planning
    30% Other
    View Profile Visit Website
  6. AScaleX Logotype

    AScaleX

    Undisclosed
    Undisclosed
    2 - 9
    Santa Clara, CA

    Ability to deliver

    7.5/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    25% Accounting
    75% Other
    View Profile Visit Website
  7. Sagent Management Logotype

    Sagent Management

    Undisclosed
    Undisclosed
    50 - 249
    Milpitas, CA

    Ability to deliver

    7.4/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    40% Accounting
    60% Other
    View Profile Visit Website
  8. SingerLewak Logotype

    SingerLewak

    $1,000+
    $100 - $149 / hr
    250 - 999
    San Jose, CA

    Ability to deliver

    7.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    7.2/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  9. Silicon Valley Accounting Solutions Logotype

    Silicon Valley Accounting Solutions

    Undisclosed
    Undisclosed
    2 - 9
    Santa Clara, CA

    Ability to deliver

    6.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.5/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  10. L2 Counsel Logotype

    L2 Counsel

    $10,000+
    $300+ / hr
    2 - 9
    Palo Alto, CA

    Ability to deliver

    6.1/40.0
    0/20 Reviews
    0.6/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  11. Marcum LLP Logotype

    Marcum LLP

    $1,000+
    $100 - $149 / hr
    1,000 - 9,999
    San Jose, CA

    Ability to deliver

    6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  12. Early Growth Financial Services Logotype

    Early Growth Financial Services

    $1,000+
    $100 - $149 / hr
    50 - 249
    San Jose, CA

    Ability to deliver

    5.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.9/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  13. Robiquity Logotype

    Robiquity

    $50,000+
    $300+ / hr
    50 - 249
    Palo Alto, CA

    Ability to deliver

    5.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.9/10 Market Presence

    Service focus

    10% Insurance Services & Brokers
    90% Other
    View Profile Visit Website
  14. Slingshot Connections Logotype

    Slingshot Connections

    Undisclosed
    Undisclosed
    10 - 49
    San Jose, CA

    Ability to deliver

    5.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    30% Accounting
    70% Other
    View Profile Visit Website
  15. GALLINA LLP Logotype

    GALLINA LLP

    $1,000+
    $100 - $149 / hr
    250 - 999
    San Jose, CA

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  16. Taylor Benefits Insurance Logotype

    Taylor Benefits Insurance

    $1,000+
    $25 - $49 / hr
    1,000 - 9,999
    San Jose, CA

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    100% Insurance Services & Brokers
    View Profile Visit Website
  17. Hood & Strong Logotype

    Hood & Strong

    $1,000+
    $100 - $149 / hr
    50 - 249
    San Jose, CA

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  18. LedgerFi Logotype

    LedgerFi

    Undisclosed
    Undisclosed
    10 - 49
    Cupertino, CA

    Ability to deliver

    5.4/40.0
    0/20 Reviews
    1.4/10 Clients & Experience
    4/10 Market Presence

    Service focus

    35% Accounting
    65% Other
    View Profile Visit Website

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