Top Financial Services Firms
-
Featured
What are Featured Providers?
$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.
-
$25,000+< $25 / hr50 - 249
Services provided
Established in 2022, Assurian Solutions is an Insurance Services & Brokers company. Their services include Insurance Services & Brokers and Back Office Outsourcing.
Read more -
$1,000+< $25 / hr2 - 9
Services provided
Starwaylink services, a custom software development firm, offers Custom Software Development and Web Development. The firm is based in Sharjah, United Arab Emirates.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Meza CPAs, Tax & Accounting is an Accounting company. Located in Ontario, California, the company was founded in 2021. Their services include Accounting and Business Consulting.
Read more -
$1,000+$25 - $49 / hr2 - 9
Services provided
StarPointCFO is a Back Office Outsourcing company. Their small team of employees is based in Lahore, Pakistan. Their team provides Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+< $25 / hr10 - 49
Services provided
My Offshore Staff, an AI company, was founded in 2022. The team offers Artificial Intelligence and Back Office Outsourcing and is based in Thomastown, Australia.
Read more -
Undisclosed$25 - $49 / hr10 - 49
Services provided
Launched in 2024, ANS Business Solutions Limited is a small Advertising company. Their services include Advertising and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Mumbai, India
Services provided
CA A Sundrani and Associates, an Accounting company, provides Accounting and Financial Advising & Planning. The firm is based in Mumbai, India.
Read more -
$1,000+< $25 / hr2 - 9Karachi, Pakistan
Services provided
Fidara Orbis (Private) Limited is a Business Consulting company. Established in 2025, the team provides Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+< $25 / hr2 - 9Coventry, England
Services provided
Prosperus Funding, a Financial Advising & Planning company, was founded in 2018. The firm provides Financial Advising & Planning and Financial Consulting.
Read more -
$5,000+< $25 / hr10 - 49Pune, India
Services provided
Vishura Services Private Limited is a call center company. Launched in 2025, the company is headquartered in Pune, India. Their services include Call Center Services and Back Office Outsourcing.
Read more -
Undisclosed< $25 / hr10 - 49
Services provided
Business Consulting company Regtech Ventures Lab Private Limited was founded in 2018. The team offers Business Consulting and Back Office Outsourcing and is based in New Delhi, India.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
GlobalAdminX is an IT strategy consulting company founded in 2016. Headquartered in Punjab, India, the team provides IT strategy consulting and Web Development.
Read more -
$1,000+< $25 / hr10 - 49
Services provided
Tijarah Consultants, a Back Office Outsourcing company, was founded in 2025. The agency provides Back Office Outsourcing and Finance & Accounting Outsourcing (FAO), and is small.
Read more -
$1,000+$50 - $99 / hr10 - 49
Services provided
Fire Fly Accountancy is a Business Consulting company established in 2010. The team provides Business Consulting and Finance & Accounting Outsourcing (FAO) and is located in Clovis, California.
Read more -
UndisclosedUndisclosed10 - 49Mississauga, Canada
Services provided
Headquartered in Mississauga, Canada, Canadawale Yar is a Marketing Strategy company. They focus on Marketing Strategy and Digital Strategy and were established in 2021.
Read more -
$1,000+$50 - $99 / hr2 - 9
Services provided
Heron CPA is an Accounting company. They are based in Brooklyn, New York and have small team. They focus on Accounting.
Read more -
$1,000+< $25 / hr2 - 9
Services provided
Finovax Analytics is a Business Consulting company in Gurugram, India. Their services include Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
MHLCS is a small Commercial Financing company. They provide Commercial Financing and Financial Advising & Planning and were established in 2021.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Ledgermen, an Accounting company, is in New Delhi, India. They provide Accounting and were launched in 2020.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
Vertix Auditing LLC is a Financial Advising & Planning company. The Abu dhabi, United Arab Emirates-based firm offers Financial Advising & Planning and Accounting.
Read more -
Undisclosed$100 - $149 / hr2 - 9
Services provided
Books4U, an Accounting company, was founded in 2020. The small team offers Accounting.
Read more -
$250,000+$300+ / hr2 - 9Pétange, Luxembourg
Services provided
ICI Invest SA is a Commercial Property Management company. They are located in Pétange, Luxembourg, and their services include Commercial Property Management and Financial Advising & Planning.
Read more -
$1,000+< $25 / hr2 - 9New Delhi, India
Services provided
Perfect Finglobe, an Accounting company, is located in New Delhi, India. The team focuses on Accounting and Commercial Financing.
Read more -
Undisclosed$100 - $149 / hr2 - 9
Services provided
Privy In Equity is a Back Office Outsourcing company. They were founded in 2025, and their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
Read more -
$5,000+$25 - $49 / hr10 - 49
Services provided
Web design company Viet Access Partners Co., was established in 2025. Based in Hochiminh city, Vietnam, the team focuses on Web Design and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Established in 2025, Subtitle Financial is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services & Brokers.
Read more -
$1,000+$25 - $49 / hr10 - 49Budapest, Hungary
Services provided
FABO Accounting Kft. Is an Accounting company established in 2023. The team provides Accounting and is based in Budapest, Hungary.
Read more -
$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
Services provided
Setupzo is a small Dubai, United Arab Emirates-based Business Consulting company. Their services include Business Consulting and Financial Advising & Planning.
Read more -
$1,000+< $25 / hr2 - 9
Services provided
Navika Enterprises, a Business Consulting company, was launched in 2021. In Delhi , India, the team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Indian Tax Planning is an Accounting company. They are based in Delhi, India. Their team focuses on Accounting and Business Consulting.
Read more -
$25,000+Undisclosed10 - 49
Services provided
EmpowerHer Bookkeeping is an Accounting company. They focus on Accounting and Financial Advising & Planning and were launched in 1995. The agency is headquartered in Coral Springs, Florida.
Read more -
UndisclosedUndisclosed2 - 9East Kilbride, Scotland
Services provided
Clyde Health Ltd is an Insurance Services & Brokers company. The East Kilbride, Scotland-based team focuses on Insurance Services & Brokers.
Read more -
$1,000+$25 - $49 / hr10 - 49
Services provided
Founded in 2025, Cargoinsurepro is an Insurance Services & Brokers company. The company provides Insurance Services & Brokers, and is small.
Read more -
$1,000+$25 - $49 / hr2 - 9
Services provided
Pracownia Rachunkowości Sp. Z o.o. Is a small Wrocław, Poland-based Business Consulting company. The team specializes in Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed50 - 249
Services provided
Proowrx LLP is a Back Office Outsourcing company. Launched in 2020, their team focuses on Back Office Outsourcing and Accounting.
Read more -
$5,000+< $25 / hr10 - 49
Services provided
MRE Partners LLP is a Back Office Outsourcing company established in 2005. Located in Mississauga, Canada, the team specializes in Back Office Outsourcing and Commercial Financing.
Read more -
$1,000+Undisclosed2 - 9Sheridan, WY
Services provided
In Sheridan, Wyoming and Chandigarh, India, MedIntelix Global is a Back Office Outsourcing company. They provide Back Office Outsourcing and Accounting.
Read more -
Undisclosed< $25 / hr2 - 9
Services provided
STRATWISE GLOBAL LLP is a Business Consulting company. Their small team of employees is located in Udaipur, India. Their team provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosedFreelancer
Services provided
Tall Tax & Business is an Accounting company. They provide Accounting and Financial Advising & Planning and were founded in 2025.
Read more -
$1,000+< $25 / hr2 - 9
Services provided
Dexter Accountant, a small Accounting company, is located in Gazipur, Bangladesh. The team specializes in Accounting and Financial Advising & Planning.
Read more -
$1,000+$100 - $149 / hr2 - 9
Services provided
Launched in 2019, Accountrix Canada | Bookkeeping, Tax & Cloud Accounting experts is an Accounting company. The team offers Accounting and Fractional CFO Services.
Read more -
$10,000+$50 - $99 / hr2 - 9
Services provided
Accounting company Exquisite Ltd was launched in 2009. The small team offers Accounting.
Read more -
$1,000+Undisclosed10 - 49
Services provided
KD Accounting is a Business Consulting company founded in 2000. The small team offers Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Established in 2020, Petally Financial Consultants is a Business Consulting company. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Small Accounting company Arabian Capital Consultants, is in Sharjah Publishing City Free Zone, United Arab Emirates. Their services include Accounting and Financial Consulting.
Read more -
$1,000+< $25 / hr2 - 9
Services provided
GrowwTec is a social media marketing agency. Established in 2021, their team provides Social Media Marketing and Search Engine Optimization.
Read more -
Undisclosed< $25 / hr10 - 49
Services provided
Established in 2022, Advisory Way is a Back Office Outsourcing company. The small team provides Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
Read more -
Undisclosed< $25 / hrFreelancerChandigarh, India
Services provided
Small Accounting company U.S. TAX BAY, is headquartered in Chandigarh, India. The team specializes in Accounting and Tax Law.
Read more -
$1,000+$25 - $49 / hr10 - 49Dhaka, Bangladesh
Services provided
AccountEx BPO is an Accounting company. Their small team is based in Dhaka, Bangladesh and focuses on Accounting. The company was founded in 2023.
Read more -
UndisclosedUndisclosed2 - 9Poznań, Poland
Services provided
MdoFinanse Marzena Owczarzak is a Business Consulting and Accounting company. Launched in 2024, the company is in Poznań, Poland. Their team specializes in Business Consulting and Accounting.
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
-
$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% 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 -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 -
$1,000+< $25 / hr1,000 - 9,999
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+$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
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 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 -
$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+$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+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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+$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 - 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.