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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The Accounting Station, an Accounting and Fractional CFO Services company, is headquartered in Branford, Connecticut. Established in 2021, the team offers Accounting and Fractional CFO Services.
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Undisclosed< $25 / hr10 - 49
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Established in 2013, BPO India Data Entry, a small answering service, is in Texas, Texas. Their team specializes in Call Center Services and Back Office Outsourcing.
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$1,000+$50 - $99 / hr10 - 49
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Accounting company Swift Tax was founded in 2010. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancer
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Launched in 2025, Bay Tide Cloud Bookkeeping is an Accounting company. The team offers Accounting and is located in Moncton, Canada.
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$1,000+Undisclosed2 - 9Houston, TX
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Established in 2025, Saluja & Associates CPA PLLC is a Business Consulting company. The agency specializes in Business Consulting and Accounting, and is small.
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$1,000+< $25 / hrFreelancerBengaluru, India
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VYGO ilabs is a small Business Consulting company headquartered in Bengaluru, India. Their services include Business Consulting and Accounting.
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$1,000+UndisclosedFreelancer
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LJ Mortgages & Finance, a Financial Advising & Planning and Financial Consulting company, was founded in 2002. The agency specializes in Financial Advising & Planning and Financial Consulting.
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$1,000+$100 - $149 / hrFreelancerMcKinney, TX
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Fractional CFO Partners, a Finance & Accounting Outsourcing (FAO) company, is located in McKinney, Texas. They focus on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9
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Nxtstar Management Consultancy, a Business Consulting company, is located in Dubai, United Arab Emirates. They focus on Business Consulting and Accounting.
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$1,000+$100 - $149 / hr10 - 49Huntingdon Valley, PA
Services provided
Magid Financial Services is an Accounting company. The team specializes in Accounting and Financial Advising & Planning and is in Huntingdon Valley, Pennsylvania.
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$1,000+Undisclosed2 - 9Pittsboro, NC
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Established in 2022, Oak Ledger is an Accounting company. The small team focuses on Accounting and Fractional CFO Services.
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$25,000+$150 - $199 / hr10 - 49Dubai, United Arab Emirates
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LENDURA BANKING CONSULTANT LLC is a Dubai, United Arab Emirates-based Business Consulting company. They provide Business Consulting and Accounting and were founded in 2025.
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UndisclosedUndisclosed2 - 9
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Seabridge Benefit Group is an Insurance Services & Brokers company. Launched in 2025, the team offers Insurance Services & Brokers.
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$25,000+$300+ / hr2 - 9New York, NY
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Liv Data LLC, a Finance & Accounting Outsourcing (FAO) company, was established in 2023. The small team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9SUNNY ISL BCH, FL
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TYM Business Consulting is a Business Consulting company. Founded in 2019, their team focuses on Business Consulting and Commercial Financing.
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$1,000+$25 - $49 / hr10 - 49Sheridan, WY
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Finance & Accounting Outsourcing (FAO) company Accounting Beez LLC was launched in 2021. In Sheridan, Wyoming, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$10,000+$100 - $149 / hr10 - 49Albany, NY
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HealthIQ, a Business Consulting company, is in Albany, New York. They provide Business Consulting and Back Office Outsourcing and were established in 2018.
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$1,000+$50 - $99 / hr10 - 49
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M A N A S & Associates is an Accounting company. The Pune, India-based company was launched in 1981. Their team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr50 - 249
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Business Consulting company Trademark Forge is in Hoboken, New Jersey. They focus on Business Consulting and Accounting and were established in 2017.
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$1,000+< $25 / hr2 - 9
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Founded in 2025, Brookeside Accounting Services, a small Accounting company, is in Kolkata, India. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Ray And Insight Chartered Accountants L.L.C is a Dubai, United Arab Emirates-based Accounting company. They specialize in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Chapman Insurance Team is an Insurance Services & Brokers company. The New Tecumseth, Canada-based company was launched in 2021. Their services include Insurance Services & Brokers.
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$1,000+$25 - $49 / hr50 - 249Miami, FL
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Business Consulting company Trademark Essence is headquartered in Miami, Florida. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Richmond Street Advisors is an Accounting company. Their small team of employees is in Hainesport, New Jersey. Their team offers Accounting and Tax Law.
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Undisclosed$50 - $99 / hr2 - 9
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Finova Consulting is an Accounting company. Their team is in Denver, Colorado. The company focuses on Accounting and Financial Advising & Planning.
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$5,000+$25 - $49 / hr2 - 9
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Aarva Services is a SEO agency. They are in New Delhi, India and have small team. They focus on Search Engine Optimization and Pay Per Click.
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$250,000+$50 - $99 / hr10 - 49
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AM NEXUS CAPITAL PARTNERS LTD is a small Financial Advising & Planning and Financial Consulting company founded in 2025. Their services include Financial Advising & Planning and Financial
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$1,000+Undisclosed2 - 9West Palm Beach, FL
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Latch Bookkeeping is a Business Consulting company established in 2025. The small team focuses on Business Consulting and Accounting.
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Undisclosed$25 - $49 / hr2 - 9
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Givantis IT Services is a Market Research company. They specialize in Market Research and Social Media Marketing and were founded in 2024. The firm is in Pune, India.
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$1,000+$100 - $149 / hr2 - 9
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Founded in 2025, FIZENTRA AG, a small Accounting company, is located in Zürich, Switzerland. Their team focuses on Accounting and Business Consulting.
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$1,000+$100 - $149 / hr10 - 49Dubai, United Arab Emirates
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Launched in 2021, Biz Launch Consultancy is a social media marketing company. Their team provides Social Media Marketing and Search Engine Optimization.
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$250,000+Undisclosed2 - 9Charlotte, NC
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Business Consulting company Auxo Capital Advisors is headquartered in Charlotte, North Carolina. The team provides Business Consulting and Financial Advising & Planning.
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$1,000+$200 - $300 / hrFreelancerEugene, OR
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Accounting company Wolfer CPA, LLC was established in 2025. The team specializes in Accounting.
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$10,000+$50 - $99 / hr2 - 9San Francisco, CA
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Launched in 2025, Ledgrix is a Finance & Accounting Outsourcing (FAO) company. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr50 - 249
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Back Office Philippines, a Business Consulting company, is located in Makati City, Philippines. Established in 2013, the team offers Business Consulting and Back Office Outsourcing.
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$5,000+$50 - $99 / hr2 - 9
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SAZ Square Business Consultants is an Accounting company. The team is located in Pickering, Canada and Lahore, Pakistan, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9San Jose, CA
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GMC Consulting Group, LLC is a San Jose, California-based Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$300+ / hrFreelancer
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InfoReporting Solutions is a Back Office Outsourcing company founded in 2025. The team offers Back Office Outsourcing and Corporate Training & Coaching and is headquartered in East Hampton, New
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UndisclosedUndisclosed2 - 9
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Tax Otter is a Rockville, Maryland-based Accounting company. Founded in 2025, the team provides Accounting.
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$5,000+$100 - $149 / hr2 - 9
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Social media marketing agency EOM Data Solutions is located in Philadelphia, Pennsylvania. The team offers Social Media Marketing and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49
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NYC Bookkeeping Services Inc is a Finance & Accounting Outsourcing (FAO) company established in 2019. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$50 - $99 / hr2 - 9
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Established in 2018, Accounting Atelier is an Accounting company. Headquartered in Mequon, Wisconsin, the team focuses on Accounting and Fractional CFO Services.
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UndisclosedUndisclosed10 - 49
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Established in 2025, Elevata Business Solutions is a branding agency. Their team focuses on Branding and Social Media Marketing.
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UndisclosedUndisclosed2 - 9
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EliteBook Solution is an Accounting and Fractional CFO Services company. Launched in 2023, the team provides Accounting and Fractional CFO Services.
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Undisclosed$100 - $149 / hr2 - 9Costa Mesa, CA
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DisruptiX Talent Solutions is a small Business Consulting company founded in 2025. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Financial Advising & Planning company Gaining Ground Investment Services Pvt Ltd is in Bangalore, India. Launched in 2004, the team focuses on Financial Advising & Planning.
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Undisclosed$50 - $99 / hr2 - 9
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Saraswati fintech private limited is an Accounting company. The small Jaipur, India-based team offers Accounting and Financial Consulting. The agency was established in 2024.
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$1,000+$25 - $49 / hr2 - 9Dubai, United Arab Emirates
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Haseeb Accounting & Advisory is an Accounting company launched in 2025. The company offers Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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$5,000+$25 - $49 / hr10 - 49
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Algobricks Pvt Ltd is an artificial intelligence firm. Established in 2024, the agency is located in Lahore, Pakistan. Their services include Artificial Intelligence and Custom Software Development.
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$1,000+$25 - $49 / hrFreelancer
Services provided
ASP Business Services, a Marketing Strategy company, is headquartered in Detroit, Michigan. The team offers Marketing Strategy and Business Consulting.
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We evaluate service providers using a structured methodology that combines:
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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.
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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.