Top Financial Services Firms
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$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.
-
UndisclosedUndisclosed10 - 49
Services provided
Insurance Services & Brokers and Insurance Law company Instant Assist is headquartered in. They focus on Insurance Services & Brokers and Insurance Law.
Read more -
$1,000+< $25 / hr2 - 9Las Vegas, NV
Services provided
Seguro is an Insurance Services & Brokers and Insurance Law company established in 2023. Their team offers Insurance Services & Brokers and Insurance Law.
Read more -
UndisclosedUndisclosed2 - 9Windsor, Canada
Services provided
HighPeak Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company. Launched in 2023, the team provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
In New York, New York, ACE'd Accounting Solutions is a small Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$10,000+Undisclosed10 - 49
Services provided
Youssry & Co. Auditing & Consultancy, a Commercial Financing company, was launched in 2009. The agency provides Commercial Financing and Accounting, and is small.
Read more -
$1,000+< $25 / hrFreelancer
Services provided
Established in 2024, BOI Authority is a Compliance Consulting company. Their team specializes in Compliance Consulting and Financial Consulting.
Read more -
UndisclosedUndisclosed10 - 49Berlin, Germany
Services provided
Commercial Financing company em2-consulting was established in 2020. Based in Berlin, Germany, the team offers Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed250 - 999Olsztyn, Poland
Services provided
Founded in 2018, Gembicka-Wilk Consulting Tax&Law sp. Z o.o. Is a midsize Olsztyn, Poland-based Accounting company. Their services include Accounting and Financial Consulting.
Read more -
Undisclosed< $25 / hr2 - 9
Services provided
Flowex Consulting, a Finance & Accounting Outsourcing (FAO) company, is based in Pompano Beach, Florida. They provide Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$5,000+$50 - $99 / hr10 - 49
Services provided
BaseLine Solutions Pte Ltd is a small Accounting company founded in 2010. Their services include Accounting and Business Consulting.
Read more -
$1,000+< $25 / hr10 - 49Canton, MI
Services provided
Reconcilix is a small Finance & Accounting Outsourcing (FAO) company founded in 2013. Their team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$1,000+< $25 / hr10 - 49T'bilisi, Georgia
Services provided
Polaris Finance, a small Finance & Accounting Outsourcing (FAO) company, is headquartered in T'bilisi, Georgia. The team focuses on Finance & Accounting Outsourcing (FAO) and Commercial Financing.
Read more -
$1,000+$25 - $49 / hr2 - 9
Services provided
First Leap is an Accounting company. Established in 2021, the team specializes in Accounting and Financial Consulting.
Read more -
$1,000+$150 - $199 / hr2 - 9Fort Collins, CO
Services provided
J&K Associates is an Accounting company. Established in 2019, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
Undisclosed$25 - $49 / hr2 - 9Itajaí, Brazil
Services provided
Levits BPO is a Business Consulting company. In Itajaí, Brazil, the agency was launched in 2022. Their team provides Business Consulting and Financial Advising & Planning.
Read more -
$1,000+< $25 / hr2 - 9
Services provided
Located in London, England, Accountsway is a small Financial Consulting company. The team provides Financial Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
IVANKO Global, accounting services in USA is an Accounting company. The Miami, Florida-based team provides Accounting and Tax Law.
Read more -
UndisclosedUndisclosed2 - 9bayside, NY
Services provided
Smartbooks360, a Finance & Accounting Outsourcing (FAO) and Accounting company, provides Finance & Accounting Outsourcing (FAO) and Accounting. The company is headquartered in bayside, New York.
Read more -
Undisclosed< $25 / hr10 - 49
Services provided
A cube advisory, a small Back Office Outsourcing and Accounting company, is located in. The team provides Back Office Outsourcing and Accounting.
Read more -
Undisclosed< $25 / hr10 - 49
Services provided
Accounting company Atnex Solutions was launched in 2021. The small team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Plus One Management Services is a Finance & Accounting Outsourcing (FAO) company. Founded in 1992, the team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$5,000+$25 - $49 / hr10 - 49
Services provided
Established in 2024, FYN Tax Group is an Accounting company. Their team provides Accounting and Financial Advising & Planning.
Read more -
$1,000+$150 - $199 / hr50 - 249
Services provided
Callix llc is a Digital Strategy company launched in 2024. The team offers Digital Strategy and Web Design.
Read more -
$1,000+$25 - $49 / hr10 - 49Indore, India
Services provided
ApexAegiis is a branding agency launched in 2024. The team offers Branding and Social Media Marketing and is headquartered in Indore, India and Gwalior, India.
Read more -
UndisclosedUndisclosed2 - 9Fremont, CA
Services provided
SI MTG is a Commercial Financing and Insurance Services & Brokers company. The Fremont, California-based team provides Commercial Financing and Insurance Services & Brokers.
Read more -
$1,000+$25 - $49 / hr2 - 9
Services provided
Rox Accountants is an Islamabad, Pakistan-based Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting and were launched in 2024.
Read more -
$1,000+$25 - $49 / hr50 - 249Rawalpindi, Pakistan
Services provided
In Gilgit, Pakistan and Rawalpindi, Pakistan, ALICLOUD NEXUS SMC-PRIVATE LIMITED is a DevOps Managed Services company. The team focuses on DevOps Managed Services and Mobile App Development.
Read more -
Undisclosed$25 - $49 / hr2 - 9San Antonio, TX
Services provided
Bookkeeping Behance is a branding company. They are based in San Antonio, Texas and Dhaka, Bangladesh and have small team. They focus on Branding and Application Testing.
Read more -
$1,000+$100 - $149 / hr10 - 49Nairobi, Kenya
Services provided
Wedgetech Flash is an Email Marketing company. The Nairobi, Kenya-based team offers Email Marketing and cloud consulting & SI.
Read more -
UndisclosedUndisclosedFreelancer
Services provided
Accounting company financeprouae was established in 2024. The firm specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
Undisclosed$100 - $149 / hr2 - 9
Services provided
Located in Tampa, Florida, Number Navigators is an Accounting company. The team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Navkar Investment is an Insurance Services & Brokers company headquartered in Vapi, India. Launched in 2018, the team offers Insurance Services & Brokers and Financial Consulting.
Read more -
Undisclosed< $25 / hr10 - 49Dhaka, Bangladesh
Services provided
Hanif & Arif, Chartered Accountants, a Business Consulting company, is headquartered in Dhaka, Bangladesh. They offer Business Consulting and Accounting.
Read more -
$5,000+Undisclosed10 - 49Bellflower, CA
Services provided
Genesis Accounting Services LLP, an Accounting company, is headquartered in Bellflower, California. The team specializes in Accounting.
Read more -
$1,000+UndisclosedFreelancerChandler, AZ
Services provided
Hathaway Accounting Services is a Finance & Accounting Outsourcing (FAO) company. Their team is headquartered in Chandler, Arizona and provides Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$5,000+Undisclosed10 - 49Arlington, VA
Services provided
Small Accounting company Yield CPA, is based in Arlington, Virginia. Their services include Accounting and Fractional CFO Services.
Read more -
Undisclosed< $25 / hr10 - 49
Services provided
Biztree Outsourcing Private Limited is an Accounting company. In Pune, India, their small team specializes in Accounting and HR Outsourcing. The company was founded in 2017.
Read more -
$1,000+$25 - $49 / hr50 - 249Ahmedabad, India
Services provided
HT RISE GLOBAL PRIVATE LIMITED is a Tax Law company established in 2024. The midsize team focuses on Tax Law and Accounting.
Read more -
Undisclosed$50 - $99 / hr2 - 9Oakville, Canada
Services provided
Founded in 2022, SmartSource Technologies, a small branding agency, is located in Oakville, Canada and Thane, India. Their services include Branding and ERP consulting and SI.
Read more -
$1,000+$100 - $149 / hr2 - 9Royal Oak, MI
Services provided
Ovve Accounting Solutions, an Accounting company, offers Accounting and Finance & Accounting Outsourcing (FAO). The company is based in Royal Oak, Michigan.
Read more -
$5,000+$50 - $99 / hr2 - 9
Services provided
CoE Partners is a Digital Strategy company founded in 2020. The team specializes in Digital Strategy and IT strategy consulting.
Read more -
UndisclosedUndisclosed10 - 49Howell Township, NJ
Services provided
OneHealth is an Insurance Services & Brokers company. They are based in Howell Township, New Jersey, and their services include Insurance Services & Brokers and Labor & Employment Law.
Read more -
Undisclosed$25 - $49 / hr10 - 49
Services provided
GLARFTS GHANA LIMITED, an Accounting company, is headquartered in Accra, Ghana. They focus on Accounting and Finance & Accounting Outsourcing (FAO) and were established in 2023.
Read more -
UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
SFC CPA is an Accounting company. Launched in 2024, the company provides Accounting.
Read more -
UndisclosedUndisclosedFreelancerLincoln, NE
Services provided
Bravo Zulu Consulting LLC is an Accounting company. Established in 2024, the firm specializes in Accounting and Business Consulting.
Read more -
$1,000+Undisclosed250 - 999Oxford, England
Services provided
E2E Accounting, an Accounting company, is headquartered in Oxford, England. Their services include Accounting and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
Business Consulting company Dominic and Partners is located in Dubai, United Arab Emirates and Dubai, United Arab Emirates. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fairfax, VA
Services provided
Headquartered in Fairfax, Virginia, Flare Technologies is a Back Office Outsourcing company. They offer Back Office Outsourcing and Finance & Accounting Outsourcing (FAO) and were founded in 2024.
Read more -
Undisclosed$150 - $199 / hr2 - 9Houston, TX
Services provided
Ledgerment is an Accounting company. Located in and Houston, Texas, their small team offers Accounting and Financial Consulting. The agency was established in 2023.
Read more -
$1,000+$25 - $49 / hr10 - 49Derby, England
Services provided
Business Advisors is a small software development firm. Launched in 2024, the team provides Custom Software Development and Web Development.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell 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.
List of the Top 15 Financial Services Companies
-
$1,000+< $25 / hr250 - 999Coimbatore, India
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
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 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 -
$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 / hr250 - 999
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 - 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+$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
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% 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+$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+< $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+< $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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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.