Top Financial Services Firms for Women Owned
234 Companies
Top Financial Services Firms for Women Owned
Sponsored
-
UndisclosedUndisclosed2 - 9Celebration, FL
Services provided
80% Accounting20% HR ConsultingIdeal Infinite Solutions, LLC is an Accounting company headquartered in Celebration, Florida. Founded in 2014, the team offers Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
100% AccountingLedger Lanes LLC is an Accounting company. They are in New York, New York. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49South Holland, IL
Services provided
100% AccountingAccounting company White Wilson & Associates LLC is located in South Holland, Illinois. They specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bowie, MD
Services provided
100% AccountingA&M Financial LLC is an Accounting company. Their small team is in Bowie, Maryland. Their team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Detroit, MI
Services provided
70% Accounting15% Business Consulting15% Financial ConsultingNetwork Logistical Solutions LLC is an Accounting company. They are headquartered in Detroit, Michigan, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fayetteville, GA
Services provided
40% Accounting40% Business Consulting10% Financial Advising & Planning +1 service10% HR ConsultingBrown Benefits Financial, LLC is a Business Consulting company launched in 2013. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Fort Washington, MD
Services provided
25% Accounting25% BI & Big Data Consulting & SI25% Business Consulting +1 service25% Financial Advising & PlanningTriDon, LLC is a small Fort Washington, Maryland-based big data company. Their services include BI & big data consulting & SI and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Irondale, AL
Services provided
100% AccountingAdmin Anyware, LLC, a small Accounting company, is located in Irondale, Alabama. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Phoenix, AZ
Services provided
100% AccountingSmall Accounting company Heritage Advisors CPA, LLC, is based in Phoenix, Arizona. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Baton Rouge, LA
Services provided
30% Accounting35% Business Consulting18% Staffing +1 service17% RecruitingBased in Baton Rouge, Louisiana, The Pruitt Group is a small Business Consulting company. The team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
50% Accounting50% Corporate LawTAR Financial Services, LLC is an Accounting and Corporate Law company. They are in New York, New York and have small team. Their team offers Accounting and Corporate Law.
Read more -
UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
100% AccountingAIO Enterprise, LLC, a small Accounting company, is headquartered in Tampa, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Springfield, GA
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingTameka’s Taxes LLC is an Accounting company. Their small team is located in Springfield, Georgia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Suffolk, VA
Services provided
50% Accounting50% Business ConsultingLife Cycle Management Consulting & Training, LLC is a Business Consulting and Accounting company in Suffolk, Virginia. Launched in 2016, the team provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pembroke Pines, FL
Services provided
50% Accounting50% Business ConsultingSM7 SERVICES LLC is a Business Consulting and Accounting company. The Pembroke Pines, Florida-based company provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosedFreelancerBoston, MA
Services provided
50% Accounting50% IT Managed ServicesWiseiye, Inc. Is an IT managed services and Accounting company. The company is in Boston, Massachusetts. Their team specializes in IT managed services and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Tallahassee, FL
Services provided
100% AccountingTrinity Global Financial Group PLLC is a small Accounting company in Tallahassee, Florida. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
100% AccountingPerfectly Kept Books, LLC, a small Accounting company, is based in Dallas, Texas. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Hampton, VA
Services provided
50% Business Consulting50% Financial Advising & PlanningConglomerate Empowerment, LLC is a Business Consulting and Financial Advising & Planning company. Their services include Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9North Kensington, MD
Services provided
100% AccountingFive Star Accounting and Business Services, LLC is an Accounting company. Their small team is in North Kensington, Maryland. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cincinnati, OH
Services provided
50% Accounting50% Financial Advising & PlanningRiston Financial Service Group is an Accounting and Financial Advising & Planning company headquartered in Cincinnati, Ohio. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Silver Spring, MD
Services provided
40% Financial Advising & Planning15% Business Consulting15% Financial Consulting +2 services15% Recruiting15% StaffingKelfas Services is a Financial Advising & Planning company in Silver Spring, Maryland. They specialize in Financial Advising & Planning and Business Consulting.
Read more -
UndisclosedUndisclosedFreelancerMiami, FL
Services provided
100% AccountingThe Craft Accountant is an Accounting company. They are in Miami, Florida and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fayetteville, GA
Services provided
100% AccountingIn Fayetteville, Georgia, The Twelve Firm is a small Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Papaikou, HI
Services provided
100% AccountingAccounting company Taylor Elite Enterprises LLC was established in 2018. The team specializes in Accounting and is based in Papaikou, Hawaii.
Read more -
UndisclosedUndisclosed2 - 9Waldorf, MD
Services provided
50% Accounting50% Business ConsultingTax Hub Solutions is a small Business Consulting and Accounting company. They specialize in Business Consulting and Accounting and were founded in 2017.
Read more -
UndisclosedUndisclosed50 - 249Vienna, VA
Services provided
75% Accounting25% IT Strategy ConsultingFrontier, Inc. Is an Accounting company. The Vienna, Virginia-based company was launched in 2011. Their team focuses on Accounting and IT strategy consulting.
Read more -
UndisclosedUndisclosed10 - 49Tulsa, OK
Services provided
25% Business Consulting25% Financial Advising & Planning25% IT Managed Services +1 service25% IT Strategy ConsultingRed Creek Solutions LLC is an IT strategy consulting company in Tulsa, Oklahoma. They focus on IT strategy consulting and IT managed services.
Read more -
UndisclosedUndisclosed10 - 49City of Industry, CA
Services provided
35% Accounting35% Financial Advising & Planning15% IT Managed Services +1 service15% IT Strategy ConsultingAccounting company Tina T. Chiang Accountancy Corporation is headquartered in City of Industry, California. Launched in 1997, the team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49North Palm Beach, FL
Services provided
25% Accounting25% Business Consulting25% Commercial Financing +1 service25% Financial Advising & PlanningIn North Palm Beach, Florida, SSERS FINANCIAL SERVICES GROUP LLC is a small Business Consulting company. The team specializes in Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Arlington, VA
Services provided
25% Business Consulting25% Financial Advising & Planning25% Market Research +1 service25% Public RelationsPR company Brockman Strategy Group, Inc was launched in 2013. The small team focuses on Public Relations and Market Research.
Read more -
UndisclosedUndisclosed2 - 9Gaithersburg, MD
Services provided
25% Accounting25% Business Consulting25% Commercial Financing +1 service25% Financial Advising & PlanningACCOUNTING, TAX AND FINANCIAL SERVICES, LLC (ATNF SERVICES. LLC), a small Business Consulting company, is in Gaithersburg, Maryland. The team focuses on Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Indio, CA
Services provided
50% Accounting50% Financial Advising & PlanningOUTSOURCE EXECS, LLC, a small Accounting and Financial Advising & Planning company, is located in Indio, California. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Orlando, FL
Services provided
35% Accounting35% Financial Advising & Planning30% Business ConsultingFounded in 2012, AYB Solutions LLC, a small Accounting company, is located in Orlando, Florida. Their team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
50% Accounting50% Business ConsultingBusiness Consulting and Accounting company Tax Pay Rescue, LLC was established in 2013. In Brooklyn, New York, the team offers Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Carlsbad, CA
Services provided
50% Accounting50% Financial Advising & PlanningCAETERIS PARIBUS is an Accounting and Financial Advising & Planning company. Their small team is based in Carlsbad, California. Their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Bowie, MD
Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% HR ConsultingBased in Bowie, Maryland, Wsc Associates is a small Business Consulting company. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Jacksonville, FL
Services provided
50% Accounting50% Financial Advising & PlanningEstablished in 2020, Tax Grace Business Solutions LLC is an Accounting and Financial Advising & Planning company. The small team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
100% AccountingCKYFS Inc. Is an Accounting company. They are based in San Diego, California and have small team. They specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Penbrook, PA
Services provided
100% AccountingAYS Financial Management Services LLC is a Penbrook, Pennsylvania-based Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cedar Rapids, IA
Services provided
100% AccountingEstablished in 2018, PRIYA BUSINESS CONSULTING SERVICES PLC is a small Accounting company. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Jackson, MS
Services provided
50% Accounting50% Marketing StrategySmart Solution Consulting, LLC is a small Marketing Strategy and Accounting company. Established in 2017, the team offers Marketing Strategy and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Eden, NC
Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +3 services10% Recruiting10% Staffing5% HR ConsultingW & Y CONSULTING GROUP LLC is a small Business Consulting company in Eden, North Carolina. The team offers Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Chantilly, VA
Services provided
100% AccountingAccounting company Redwood Strategy Group Inc. Was launched in 2016. The agency offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
100% AccountingLeone Rouge Management Consultants, LLC is an Accounting company. The small Frisco, Texas-based team specializes in Accounting. The company was founded in 2017.
Read more -
UndisclosedUndisclosed10 - 49Washington, DC
Services provided
100% AccountingSavalan, LLC, an Accounting company, is based in Washington, District of Columbia. Founded in 2009, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Temecula, CA
Services provided
20% Accounting20% Financial Advising & Planning20% Logo +2 services20% UX/UI Design20% Web DevelopmentBradfield Consulting is an UX design company. They are based in Temecula, California, and their services include UX/UI Design and Logo.
Read more -
UndisclosedUndisclosed2 - 9Northville, MI
Services provided
60% Accounting20% Financial Advising & Planning20% IT Managed ServicesSmall Accounting company SK Universal Tax & Consulting CPA PLC, is based in Northville, Michigan. The team provides Accounting and IT managed services.
Read more -
UndisclosedUndisclosed2 - 9Annandale, VA
Services provided
80% Accounting20% HR ConsultingOdin Advisers Inc. Is an Accounting company. They are headquartered in Annandale, Virginia and have small team. Their team focuses on Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Kansas City, MO
Services provided
50% Accounting25% Corporate Training & Coaching25% StaffingMedical Receivables Solutions is an Accounting company. Their small team is in Kansas City, Missouri. Their services include Accounting and Corporate Training & Coaching.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell 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.
Rollover to see company insights or click a company below for more details.
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
Top 8 Financial Services Firms for Women Owned
-
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31.4/40.016.6/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
$5,000+$50 - $99 / hr10 - 49Locust Grove, VA
Ability to deliver
30/40.016.6/20 Reviews6.9/10 Clients & Experience6.5/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
27.7/40.017/20 Reviews2.8/10 Clients & Experience7.9/10 Market PresenceService focus
15% Accounting25% Financial Advising & Planning60% Other -
$50,000+$50 - $99 / hr2 - 9Calgary, Canada
Ability to deliver
27.3/40.016.4/20 Reviews5/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Toronto, Canada
Ability to deliver
27/40.016/20 Reviews4.4/10 Clients & Experience6.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Tustin, CA
Ability to deliver
26.7/40.016.2/20 Reviews4.4/10 Clients & Experience6.2/10 Market PresenceService focus
100% Accounting -
$5,000+$100 - $149 / hr10 - 49Ashburn, VA
Ability to deliver
23.9/40.015.8/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
65% Accounting35% Other -
Undisclosed< $25 / hr10 - 49Vadodara, India
Ability to deliver
23.2/40.016.2/20 Reviews3/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting10% Financial Advising & Planning80% Other -
$1,000+$150 - $199 / hr2 - 9Trussville, AL
Ability to deliver
8.8/40.00/20 Reviews2.7/10 Clients & Experience6.1/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed2 - 9Apopka, FL
Ability to deliver
7.5/40.00/20 Reviews2.4/10 Clients & Experience5.1/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$150 - $199 / hr10 - 49Tucson, AZ
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr2 - 9
Ability to deliver
5.9/40.00/20 Reviews0.7/10 Clients & Experience5.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed10 - 49Wilmington, NC
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
70% Accounting30% Other -
$1,000+$50 - $99 / hr10 - 49Des Moines, IA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
70% Accounting30% Other -
Undisclosed$200 - $300 / hr2 - 9Riverview, FL
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr10 - 49Chicago, IL
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Vancouver, Canada
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
$1,000+Undisclosed2 - 9
Ability to deliver
4.7/40.00/20 Reviews0/10 Clients & Experience4.7/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$100 - $149 / hr10 - 49Atlanta, GA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting -
$10,000+Undisclosed10 - 49Kyiv, Ukraine
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
90% Insurance Services & Brokers10% Other -
UndisclosedUndisclosedFreelancer
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
75% Accounting25% Other -
Undisclosed$100 - $149 / hr10 - 49Las Vegas, NV
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49Ahmedabad, India
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
10% Accounting10% Financial Advising & Planning80% Other
Get personalized agency matches based on your project goals.