Top Financial Services Firms
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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+$25 - $49 / hrFreelancer
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Founded in 2017, A&L Bookkeeping is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49
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Intellectual Property Law company iptmogov was established in 2025. The small team provides Intellectual Property Law and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49
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Global Business Konsultancy, a Commercial Financing company, focuses on Commercial Financing and Accounting. The agency is located in Dubai, United Arab Emirates.
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UndisclosedUndisclosed10 - 49
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Freelanz Management Services, an Accounting company, was established in 2022. The agency offers Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosed10 - 49
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AS Research Technic is a Financial Advising & Planning company. The agency is located in Hyderabad, India. Their services include Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Velora Estate is a Commercial Brokerage Services company established in 2024. The small team offers Commercial Brokerage Services and Financial Advising & Planning.
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$50,000+$300+ / hr2 - 9
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JBM International LLC is a small Business Consulting company established in 2019. Their team provides Business Consulting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9
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Back Office Outsourcing company Infinity Vista Technologies Pvt Ltd focuses on Back Office Outsourcing and Finance & Accounting Outsourcing (FAO). They were launched in 2024.
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UndisclosedUndisclosed10 - 49
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EaseValue is a Business Consulting company established in 2025. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Family Balanced Bookkeeping is an Accounting company. The Wolcott, Connecticut-based agency was founded in 2025. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Hyderabad, India
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AS Portfolio Management Services is a Financial Advising & Planning company. In Hyderabad, India, their team provides Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49
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Safeledger is a Business Consulting company. Their team is based in Dubai, United Arab Emirates and focuses on Business Consulting and Accounting.
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Undisclosed< $25 / hr10 - 49Gurugram, India
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Aakar Arora & Associates is an Accounting company founded in 2020. The company provides Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$50 - $99 / hr10 - 49Dubai, United Arab Emirates
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Established in 2021, Intelligent Care Home Health Care is an Insurance Services & Brokers and HR Outsourcing company. The small team focuses on Insurance Services & Brokers and HR Outsourcing.
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UndisclosedUndisclosed2 - 9Denver, NC
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Kindred Management Group is a Commercial Property Management and Accounting company. Launched in 2025, the company focuses on Commercial Property Management and Accounting.
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$1,000+$25 - $49 / hr2 - 9
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ORANGE MIND CREATIVE CO.LTD, a Marketing Strategy company, was founded in 2022. The agency focuses on Marketing Strategy and Translation.
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UndisclosedUndisclosed2 - 9
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REPLAN is an Insurance Services & Brokers and Insurance Law company. The Epping, Australia-based company was established in 2025. Their services include Insurance Services & Brokers and Insurance
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$1,000+$100 - $149 / hr10 - 49Chennai, India
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Binarywaves Solutions is a Chennai, India-based Digital Strategy company. Founded in 2021, the team provides Digital Strategy and Mobile App Development.
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Undisclosed< $25 / hr2 - 9
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Riddhi Advisory, a Finance & Accounting Outsourcing (FAO) company, is based in Surat, India. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed< $25 / hr2 - 9
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Books in Order is a Finance & Accounting Outsourcing (FAO) company. They are in Karachi, Pakistan, and their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Round Rock, TX
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Based in Round Rock, Texas, Taxagon LLC is a small Finance & Accounting Outsourcing (FAO) company. The team specializes in Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49
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Business Consulting company DMA Business Strategist was founded in 2015. The team focuses on Business Consulting and Accounting.
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$1,000+< $25 / hr10 - 49
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Vendex Global is a small Accounting company located in Buffalo, New York. The team provides Accounting and Web Development.
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Undisclosed< $25 / hrFreelancer
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FINTHRA is a Business Consulting company. The small Kochi, India-based team provides Business Consulting and Back Office Outsourcing. The company was founded in 2020.
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Undisclosed$50 - $99 / hr2 - 9Bengaluru, India
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TaxbyZero is a branding agency. Their team is headquartered in Bengaluru, India and offers Branding and Conversion Optimization.
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Undisclosed< $25 / hr2 - 9
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TRUE CLERK, a Finance & Accounting Outsourcing (FAO) company, focus on Finance & Accounting Outsourcing (FAO) and Accounting. They were established in 2024.
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Undisclosed< $25 / hr2 - 9
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T Garg & Co, Chartered Accountants is a Commercial Financing company. They focus on Commercial Financing and Accounting and were founded in 2024.
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$1,000+< $25 / hr10 - 49
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Synbiz Globus Pvt Ltd is a Finance & Accounting Outsourcing (FAO) company. Established in 2024, their team specializes in Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$1,000+$50 - $99 / hr2 - 9
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Royale Tax & Financial Services, LLC is a Business Consulting company. The Upper Marlboro, Maryland-based agency offers Business Consulting and Accounting.
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$1,000+Undisclosed10 - 49Addis Ababa, Ethiopia
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Nexara Investment Solutions is an Addis Ababa, Ethiopia-based Business Consulting company. Their services include Business Consulting and Accounting.
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$1,000+$150 - $199 / hr2 - 9Bengaluru, India
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SmartFin Consulting, a Fractional CFO Services company, was founded in 2023. Headquartered in Bengaluru, India, the team specializes in Fractional CFO Services and Financial Consulting.
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UndisclosedUndisclosedFreelancer
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Accountinglads, a small Finance & Accounting Outsourcing (FAO) and Accounting company, is in London, England. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosedFreelancer
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Three Capes Finance - Mortgage Broker Hobart is a Financial Advising & Planning company launched in 2020. The team specializes in Financial Advising & Planning and Funding & Investment.
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$1,000+$25 - $49 / hr2 - 9
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FinExcel is a small Finance & Accounting Outsourcing (FAO) company in Calgary, Canada. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr10 - 49
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Back Office Outsourcing company Axiotrix Global provides Back Office Outsourcing and Finance & Accounting Outsourcing (FAO). They are in Ahmedabad, India.
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Undisclosed$50 - $99 / hr2 - 9
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BookKeepBalance is an Accounting company. Based in Toronto, Canada, the company was founded in 2023. Their team specializes in Accounting and Business Consulting.
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$10,000+$25 - $49 / hr10 - 49
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Sixstonecapital, a Business Consulting company, is located in Delhi, India. They offer Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Alpha Accounting is a small Business Consulting company launched in 2023. Their services include Business Consulting and Commercial Financing.
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$250,000+Undisclosed50 - 249
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Capitalista is a midsize Finance & Accounting Outsourcing (FAO) company. Established in 2015, the team provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$1,000+< $25 / hr10 - 49Pollachi, India
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Based in Pollachi, India, Novaasmart Cloudinfoservices LLP is a small Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$50 - $99 / hrFreelancerRomulus, MI
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TBF Consulting Services is a small Accounting company headquartered in Romulus, Michigan. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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CompassPoint Consulting is a small Financial Advising & Planning and Fractional CFO Services company founded in 2025. Their team provides Financial Advising & Planning and Fractional CFO Services.
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$1,000+< $25 / hr2 - 9
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Insurance Back Office Hub, a Back Office Outsourcing and Insurance Services & Brokers company, was founded in 2025. The team focuses on Back Office Outsourcing and Insurance Services & Brokers.
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Undisclosed$25 - $49 / hr2 - 9
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Ankush Aggarwal & Associates, an Accounting company, is in Delhi, India. Launched in 2024, the team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Aiming High Solutions is a Fort Worth, Texas-based Business Consulting company. Their services include Business Consulting and Accounting.
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Undisclosed< $25 / hr2 - 9
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Established in 2025, Fintechplus is a Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+Undisclosed10 - 49
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Established in 2024, Lala Consulting is a Business Consulting company. The team offers Business Consulting and Call Center Services.
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UndisclosedUndisclosed10 - 49Istanbul, Türkiye
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Tax Law company Metropol CPA is located in Istanbul, Türkiye. The team offers Tax Law and Labor & Employment Law.
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$10,000+$25 - $49 / hr10 - 49
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Sunquest Financial is a Funding & Investment company. They are headquartered in Toronto, Canada and have small team of experts. Their services include Funding & Investment and Financial Consulting.
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UndisclosedUndisclosed2 - 9
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Mortgage Capital, a Commercial Financing company, focuses on Commercial Financing and Funding & Investment. The agency is headquartered in Lake Worth Beach, Florida.
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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.