Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
$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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Undisclosed$50 - $99 / hr2 - 9New York, NY
Services provided
LFJ Accounting Services, CPA is a small Finance & Accounting Outsourcing (FAO) company established in 2017. Their team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$50 - $99 / hr10 - 49Irvine, CA
Services provided
Business Plans USA is a small Market Research company founded in 2021. Their services include Market Research and Business Consulting.
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Undisclosed$50 - $99 / hr2 - 9Jefferson, OH
Services provided
JM Matras CPA Incorporated is an Accounting company. They were founded in 1987, and their services include Accounting.
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Undisclosed< $25 / hr2 - 9Singapore, Singapore
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Balance Consulting is an Accounting company. The Singapore, Singapore-based agency was launched in 2022. Their services include Accounting and Commercial Financing.
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Undisclosed$50 - $99 / hr2 - 9New York, NY
Services provided
QMK Consulting, LLC. Is an Accounting company. The New York, New York-based company was established in 2021. Their services include Accounting and CRM consulting and SI.
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$5,000+$50 - $99 / hr2 - 9St. Petersburg, FL
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Consulting Group of America, LLC is a Business Consulting company launched in 2021. The small team offers Business Consulting and Financial Advising & Planning.
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Undisclosed< $25 / hr50 - 249Colombo, Sri Lanka
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E-commerce development company CFO Corporate Solutions focuses on E-Commerce Development and Finance & Accounting Outsourcing (FAO). They are located in Colombo, Sri Lanka.
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UndisclosedUndisclosed2 - 9
Services provided
ProExcell is an Accounting company. The company is in Soweto, South Africa. Their team provides Accounting and Business Consulting.
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Undisclosed$25 - $49 / hr2 - 9
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VTAX Ltd is an Accounting company. The London, England-based agency focuses on Accounting and Tax Law.
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Undisclosed$50 - $99 / hr2 - 9
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MILL Group is a Finance & Accounting Outsourcing (FAO) company. They focus on Finance & Accounting Outsourcing (FAO) and Business Consulting and are headquartered in Santa Rosa, Argentina.
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$1,000+Undisclosed2 - 9Bengaluru, India
Services provided
GFS Global financial services is a small Business Consulting and Accounting company located in Bengaluru, India. The team provides Business Consulting and Accounting.
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$5,000+$25 - $49 / hr50 - 249
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AVA Global Professional Sevices LLP is a midsize Pune, India-based Accounting company. The team focuses on Accounting and Tax Law.
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$25,000+$25 - $49 / hr2 - 9
Services provided
Hashtecks is an Accounting company headquartered in Karachi, Pakistan. They specialize in Accounting and Financial Advising & Planning and were founded in 2022.
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$1,000+$200 - $300 / hr2 - 9Greenville, SC
Services provided
Finance & Accounting Outsourcing (FAO) company Still Water Financial Operations is located in Greenville, South Carolina. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9
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Pro Accountant course by IPA Studies is an Accounting company. The Delhi, India-based company was established in 2019. Their services include Accounting.
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Undisclosed$50 - $99 / hr2 - 9Mumbai, India
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Established in 2021, Expertwise is a web design agency. The team specializes in Web Design and Email Marketing and is based in Mumbai, India.
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$5,000+< $25 / hr50 - 249Ahmedabad, India
Services provided
Founded in 2014, MJN Finserv is a midsize Ahmedabad, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning.
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$25,000+$25 - $49 / hr10 - 49Sunnyvale, CA
Services provided
In Sunnyvale, California, Ace Global is a Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were established in 2021.
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UndisclosedUndisclosed2 - 9Chagrin Falls, OH
Services provided
RIAH Accounting LLC is an Accounting company. Established in 2022, the firm is in Chagrin Falls, Ohio. Their team specializes in Accounting and IT managed services.
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$1,000+Undisclosed2 - 9
Services provided
Tax Law company CPA Gurus LLC was founded in 2021. The team provides Tax Law and Accounting.
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$1,000+$50 - $99 / hr2 - 9Sharjah, United Arab Emirates
Services provided
Ashford Management Consultants - Top Audit Firm in Dubai, UAE, an Accounting company, is based in Sharjah, United Arab Emirates. Founded in 2018, the team offers Accounting.
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Undisclosed$50 - $99 / hr2 - 9Bedford, TX
Services provided
Catch-up Bookkeeping LLC is a Finance & Accounting Outsourcing (FAO) and Accounting company located in Bedford, Texas. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$200 - $300 / hr2 - 9
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The Guardian CPA, an Accounting company, is in Santa Barbara, California. They specialize in Accounting and Business Consulting.
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$5,000+$100 - $149 / hr10 - 49Kitchener, Canada
Services provided
Lachlan Capital, a Commercial Financing and Financial Advising & Planning company, is headquartered in Kitchener, Canada. Their services include Commercial Financing and Financial Advising &
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UndisclosedUndisclosed10 - 49Dover, DE
Services provided
Financial Advising & Planning company Eagle Text Credits was launched in 2022. The firm offers Financial Advising & Planning and Financial Consulting, and is small.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Despacho Contable México is an Accounting company. They were established in 2020, and their services include Accounting and Financial Advising & Planning.
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$1,000+$100 - $149 / hr2 - 9
Services provided
Financial Advising & Planning company Palindrome Capital Advisory focuses on Financial Advising & Planning and Content Writing Services. They were established in 2022.
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UndisclosedUndisclosed2 - 9
Services provided
Divine Taxes USA is a small West Palm Beach, Florida-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$200 - $300 / hr2 - 9The Woodlands, TX
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Launched in 2022, Evans Sternau CPA LLC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
Services provided
Located in Melbourne, Australia, Fintec is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$100 - $149 / hr10 - 49Tallinn, Estonia
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Located in Tallinn, Estonia and Rīga, Latvia, Circons Group OÜ is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Corporate Law.
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Undisclosed$200 - $300 / hr2 - 9San Diego, CA
Services provided
Accounting company San Diego Crypto Tax focuses on Accounting. They were launched in 2022.
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$5,000+$50 - $99 / hr10 - 49
Services provided
Magna Reverse is a small Financial Advising & Planning company located in Woodbridge, Virginia. Their services include Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9
Services provided
OPAL BPO LLC is an IT strategy consulting company. Founded in 2020, the agency offers IT strategy consulting and Accounting.
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$1,000+< $25 / hr10 - 49
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Exim Accounting & Consulting is an Accounting company. Founded in 2023, the team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosedFreelancerRichmond, VA
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Bookkeeping & Digital Devices Repair, LLC is an other IT consulting and SI and Accounting company. The team focuses on other IT consulting and SI and Accounting and is located in Richmond, Virginia.
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$50,000+$50 - $99 / hr2 - 9Ataşehir, Türkiye
Services provided
OZ Sworn-in CPA LLC, Tax & Corporate Finance Services is a Tax Law company. The Ataşehir, Türkiye-based company was founded in 2022. Their services include Tax Law and Accounting.
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$1,000+< $25 / hr10 - 49
Services provided
Insight Business Services (Pvt) Ltd, a software development company, is located in Piliyandala, Sri Lanka. They specialize in Custom Software Development and Web Development and were founded in
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UndisclosedUndisclosedFreelancerLas Vegas, NV
Services provided
My Boring Accountant is an Accounting company. Founded in 2014, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249London, England
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Launched in 2018, Sterling Wells Accountants is a midsize London, England-based Accounting company. Their team provides Accounting and Tax Law.
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$1,000+$50 - $99 / hr10 - 49Dhaka, Bangladesh
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Bizpro Limited is a Business Consulting company. The team is based in Dhaka, Bangladesh, and their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr10 - 49Mira Bhayandar, India
Services provided
Founded in 2015, Insurance Hub Expert is a small Insurance Services & Brokers company. Their services include Insurance Services & Brokers.
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Undisclosed< $25 / hr10 - 49Delhi, India
Services provided
EDATAInfinity is a Back Office Outsourcing company. Headquartered in Delhi, India, their team specializes in Back Office Outsourcing and Accounting.
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Undisclosed$50 - $99 / hr2 - 9Owings Mills, MD
Services provided
Located in Owings Mills, Maryland, Zag Consulting Group is a small Accounting company. The team provides Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9
Services provided
Launched in 2016, Zenith Business Consultancy is a Finance & Accounting Outsourcing (FAO) company. Their team provides Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249
Services provided
Buchprufer Solutions is an Accounting company. Located in Toronto, Canada, the agency specializes in Accounting and IT strategy consulting.
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$10,000+$100 - $149 / hr2 - 9
Services provided
Based in Sofia, Bulgaria, JT Business Group Ltd. Is a small Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Accounting Info is a Finance & Accounting Outsourcing (FAO) and Accounting company established in 2020. The small team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+Undisclosed2 - 9Feasterville-Trevose, PA
Services provided
Founded in 2015, NK Tax & Accounting Solutions is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49
Services provided
Indemnity Canada, a Financial Advising & Planning company, was launched in 2020. They provides Financial Advising & Planning and Insurance Services & Brokers.
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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 Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
36.3/40.018.2/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
35.5/40.016.4/20 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+$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 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% 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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.7/40.017.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.9/40.016.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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.