Top Financial Services Firms
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Featured
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices 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 - 999Sydney, AustraliaServices 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.
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$1,000+$50 - $99 / hr10 - 49
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Xact Plus LLC-FZ is a small software development firm founded in 2023. Their services include Custom Software Development and Web Development.
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UndisclosedUndisclosed2 - 9
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Michael B. Cook Bookkeeping, a small Accounting company, is based in Bakersfield, California. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9
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M D P & ASSOCIATES, Chartered Accountant (CA) in Vadodara, an Accounting company, was founded in 2017. The company specializes in Accounting, and is small.
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$1,000+$25 - $49 / hr2 - 9
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Sotracontabil is a Commercial Financing company. The firm is in Chişinău, Moldova. Their team provides Commercial Financing and Accounting.
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$1,000+< $25 / hr2 - 9
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Based in Piliyandala, Sri Lanka, BPO Corporate Solutions is a Business Consulting and Accounting company. They provide Business Consulting and Accounting and were established in 2023.
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Undisclosed< $25 / hr2 - 9
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WR Cooper & Co. Is an Accounting and Financial Advising & Planning company. They are in Islamabad, Pakistan and have small team. They focus on Accounting and Financial Advising & Planning.
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$5,000+$200 - $300 / hr2 - 9
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In Santa Elena, Ecuador, MULTISERVICIOS.CB is a Content Moderation Services company. Their services include Content Moderation Services and Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerNelson, Canada
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LedgerLogic is a Nelson, Canada-based Accounting company. They focus on Accounting.
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$5,000+$25 - $49 / hr10 - 49Ahmedabad, India
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Lints Advisors is an Accounting company established in 2016. In Ahmedabad, India and Acacia Gardens, Australia, the team specializes in Accounting and Financial Consulting.
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Undisclosed$50 - $99 / hrFreelancer
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Expert Accounting Services, LLC is an Accounting company. The Decatur, Georgia-based firm was founded in 2023. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr10 - 49
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Canadian Cypress Inc. Is a Back Office Outsourcing and Accounting company founded in 2022. The team focuses on Back Office Outsourcing and Accounting.
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Undisclosed$50 - $99 / hr2 - 9Newport Beach, CA
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Apex Bookkeeping, an Accounting company, was founded in 2022. The team provides Accounting and Financial Advising & Planning and is headquartered in Newport Beach, California.
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Undisclosed< $25 / hr10 - 49
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Abhig Accounting is a Jaipur, India-based Back Office Outsourcing company. Established in 2017, the team offers Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Piermont, NY
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Accounting company Haven was founded in 2023. The agency provides Accounting, and is small.
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UndisclosedUndisclosed50 - 249
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Launched in 2020, Mavrriq Corporate Professionals is an Accounting company. The agency provides Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9
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Plymouth Accountancy Hub is an Accounting company. They are in Plymouth, England and have small team. They offer Accounting.
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UndisclosedUndisclosed2 - 9West Babylon, NY
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Value Tax Services is an Accounting and Financial Advising & Planning company established in 2019. The company offers Accounting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed10 - 49
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Business Consulting company Maca Consultant was launched in 2022. The small team provides Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Accounting company ACL Tax Consultants specializes in Accounting and Commercial Financing. They were launched in 2017.
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Undisclosed$200 - $300 / hr2 - 9
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Weaver CPA Services is an Accounting company founded in 2023. The firm specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
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FinApt Group is an Accounting company. The firm is located in Dubai, United Arab Emirates. Their services include Accounting and Financial Advising & Planning.
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$5,000+$50 - $99 / hr2 - 9Hyderabad, India
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Accounting company Karwa Financial Consultancy Services LLP is in Hyderabad, India. Their services include Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr10 - 49دبي, United Arab Emirates
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Flamboyant Technologies FZCO, a social media marketing firm, is located in دبي, United Arab Emirates. They specialize in Social Media Marketing and Packaging Design and were established in 2023.
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$1,000+< $25 / hr50 - 249
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La Comptabilite LLC, a midsize Accounting and HR Outsourcing company, is located in Seattle, Washington. The team offers Accounting and HR Outsourcing.
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$5,000+$200 - $300 / hr10 - 49
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Prospective Consulting Services Private Limited is an IT strategy consulting company headquartered in Lahore, Pakistan. They provide IT strategy consulting and Business Consulting.
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$1,000+Undisclosed2 - 9Lauderdale-by-the-Sea, FL
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Established in 2020, Digital Airdrop Analyst - Gareth Dreher is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Digital Asset Management.
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UndisclosedUndisclosed2 - 9Minneapolis, MN
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Rocca CPA is a Digital Asset Management company in Minneapolis, Minnesota. The team provides Digital Asset Management and Finance & Accounting Outsourcing (FAO).
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$5,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Arnifi Corporate Services Providers LLC is a Business Consulting company. The Dubai, United Arab Emirates-based company focuses on Business Consulting and Accounting.
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Undisclosed< $25 / hr10 - 49
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Savi3HrConsultancy is a New Delhi, India-based Financial Advising & Planning company. They provide Financial Advising & Planning and PEO/Employee Leasing and were founded in 2002.
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$25,000+Undisclosed2 - 9Toronto, Canada
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Numernaut Professional Corporation is an Accounting company. The team offers Accounting and Business Consulting, and the firm is in Toronto, Canada.
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Undisclosed< $25 / hr2 - 9Irvine, CA
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Finance & Accounting Outsourcing (FAO) and Accounting company Accracy Accounting was launched in 2021. The firm focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosedFreelancer
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Accounting company Biuro Rachunkowe Migacz was launched in 2023. The team offers Accounting and is based in Cieniawa, Poland.
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$1,000+< $25 / hr10 - 49
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SS Empires is a small دبي, United Arab Emirates-based social media marketing agency. Their services include Social Media Marketing and Search Engine Optimization.
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$1,000+$25 - $49 / hr2 - 9
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Small Accounting company Lottie Saunders Bookkeeping, is headquartered in Addlestone, England. Their services include Accounting and Financial Consulting.
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$1,000+$100 - $149 / hr2 - 9
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Taylor & Associates Financial Services, an Accounting company, was launched in 1975. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Murfreesboro, TN
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Succentrix Business Advisors is an Accounting company founded in 2019. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
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Sugary Sin Business Solutions is a Business Consulting company. The Tubli, Bahrain-based team offers Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49
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Biz Makaz Business Consultant is a Business Consulting and Financial Advising & Planning company. Established in 2021, the agency provides Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Kazamer Tax Consultant is an Accounting and Tax Law company. They focus on Accounting and Tax Law and were established in 2020.
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$1,000+$50 - $99 / hr50 - 249Dubai, United Arab Emirates
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Audit station is an Accounting company. The company is headquartered in Dubai, United Arab Emirates. Their team specializes in Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9
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SEO services firm ADwave Studios is in Akora Khattak, Pakistan. Their services include Search Engine Optimization and Web Development.
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UndisclosedUndisclosedFreelancerNashville, TN
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Oakley CPA PLLC is a small Accounting company. Launched in 2021, the team focuses on Accounting.
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Undisclosed< $25 / hr2 - 9
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Excel Business Resource is a Commercial Financing and Accounting company. Launched in 2020, the firm is based in Karachi, Pakistan. Their services include Commercial Financing and Accounting.
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$1,000+$100 - $149 / hr2 - 9North Liberty, IA
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Ample(X) Consultants is an Accounting company in North Liberty, Iowa. Their services include Accounting and Financial Consulting.
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$1,000+< $25 / hr10 - 49Bengaluru, India
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Knowvisory Global LLP is a small Accounting company launched in 2020. Their team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Verona, Italy
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Dyankova& Stoichevska Law firm is an Accounting company based in Sofia, Bulgaria and Verona, Italy. The team offers Accounting and Corporate Law.
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$1,000+$25 - $49 / hr2 - 9Sheridan, WY
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Redblack Officials is a Financial Advising & Planning company. In Sheridan, Wyoming, the firm was launched in 2022. Their services include Financial Advising & Planning and Financial Consulting.
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$1,000+$25 - $49 / hr10 - 49
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TCB Accounting Services is an Accounting company. The team offers Accounting and is in Chennai, India.
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UndisclosedUndisclosed10 - 49Calgary, Canada
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Established in 2013, Accountant Calgary is a Finance & Accounting Outsourcing (FAO) company. The agency specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr250 - 999
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Triple is an Accounting and Staffing company founded in 2017. The midsize team specializes in Accounting and Staffing.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999Pasig, Philippines
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.