Top Financial Services Firms
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$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.
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$1,000+$100 - $149 / hr2 - 9Washington, DC
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Founded in 2010, Credibility Consulting is a small Washington, District of Columbia-based Accounting company. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Washington, DC
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Small Accounting company BFS, is based in Washington, District of Columbia. The team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Washington, DC
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CFO Services Group is an Accounting company. Their team is based in Washington, District of Columbia and Austin, Texas. The agency specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Springfield, VA
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Renaissance Acct. Is an Accounting company. Based in Springfield, Virginia, the firm specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Adamstown, MD
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Launched in 2014, Dynamic CPA and Consulting Services is an Accounting company. The firm provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Atlanta, GA
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Small Accounting company Wells Tarkington, LLC, is headquartered in Atlanta, Georgia. The team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Atlanta, GA
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Say YES To Profits is an Accounting company. They are headquartered in Atlanta, Georgia and have small team of experts. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Atlanta, GA
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Salus Consulting is an Accounting company. They are headquartered in Atlanta, Georgia and have small team of experts. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Atlanta, GA
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Meridian Investment , an Accounting company, was launched in 2011. The company provides Accounting, and is small.
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$1,000+$100 - $149 / hr2 - 9Rex, GA
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Based in Rex, Georgia, Distinct Tax and Notary is an Accounting company. The team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Alpharetta, GA
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The Goldstein Firm is an Accounting company. Their small team is in Alpharetta, Georgia and offers Accounting. The company was launched in 2014.
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$1,000+$100 - $149 / hr2 - 9Roswell, GA
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Kinsey CPA is an Accounting company. Located in Roswell, Georgia, the team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Snellville, GA
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Premier Taxes & Acct, an Accounting company, is based in Snellville, Georgia. They offer Accounting.
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$1,000+$100 - $149 / hr2 - 9Alpharetta, GA
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Accounting company IncorpTaxAct was founded in 2011. Located in Alpharetta, Georgia, the team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Gainesville, GA
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Established in 2013, The Buffaloe Group is a small Accounting company based in Gainesville, Georgia. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9McDonough, GA
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Accounting company RTW Financial Solutions is based in McDonough, Georgia. Founded in 2011, the team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Atlanta, GA
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Established in 2014, VWM is an Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49
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Launched in 2011, Vestboard is a small Phoenix, Arizona-based Accounting company. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Scottsdale, AZ
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Ascension Consulting is an Accounting company. Established in 2014, the team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Scottsdale, AZ
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Hanagan CPA is an Accounting company. The Scottsdale, Arizona-based agency was founded in 2010. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Tempe, AZ
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High Rock is a small Tempe, Arizona-based Accounting company. The team offers Accounting.
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$1,000+$100 - $149 / hr2 - 9Tempe, AZ
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Conover Asay CPA is an Accounting company. Established in 2017, the firm is based in Tempe, Arizona. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Mesa, AZ
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VALIANT ACCT is an Accounting company. In Mesa, Arizona, the team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Chandler, AZ
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Solex Accounting, an Accounting company, was established in 2014. The small team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Chandler, AZ
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Schneider & Stone is an Accounting company. Launched in 2012, their team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Phoenix, AZ
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Accounting company ACCOUNTING PRO was established in 2010. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Phoenix, AZ
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Baldwin & Baldwin is a small Accounting company. They specialize in Accounting and were founded in 2014.
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$1,000+$100 - $149 / hr10 - 49Phoenix, AZ
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Cavazos Acct is an Accounting company. Their team is in Phoenix, Arizona and offers Accounting.
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$1,000+$100 - $149 / hr2 - 9Phoenix, AZ
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Foster Financial , an Accounting company, was founded in 2016. The small team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Phoenix, AZ
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Heritage Advisors is an Accounting company. Headquartered in Phoenix, Arizona, the agency focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Phoenix, AZ
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Accounting company JACKSON SOUTHERN is located in Phoenix, Arizona. Launched in 2017, the team offers Accounting.
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$1,000+$100 - $149 / hr2 - 9Houston, TX
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Virjee Consulting is an Accounting company. Their team is based in Houston, Texas. The company offers Accounting.
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$1,000+$100 - $149 / hr2 - 9Houston, TX
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In Houston, Texas and Houston, Texas, AP CPA PLLC is an Accounting company. Established in 2011, the team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Houston, TX
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AcctTwo is an Accounting company. They are based in Houston, Texas and have small team of experts. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Houston, TX
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The Financial Boutique is an Accounting company established in 2015. The team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Stafford, TX
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Accounting company Matthews, Samuel & Associates, PC CPAs is headquartered in Stafford, Texas. Established in 2013, the team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Houston, TX
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Launched in 2012, Back Tax Resolution is an Accounting company. The team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Katy, TX
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Dillon CPAs, PLLC is an Accounting company. Founded in 2011, the company focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Philadelphia, PA
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Accounting company Frankford Tax provides Accounting. They were established in 2013.
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$1,000+$100 - $149 / hr2 - 9Philadelphia, PA
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Located in Philadelphia, Pennsylvania and Philadelphia, Pennsylvania, Newbury+English is an Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Philadelphia, PA
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Founded in 2014, CGO Consultants, a small Accounting company, is in Philadelphia, Pennsylvania and Silver Spring, Maryland. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Philadelphia, PA
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Established in 2015, Matrix is an Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Philadelphia, PA
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Accounting company J. Miller & Asso provides Accounting. They were founded in 2010.
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$1,000+$100 - $149 / hr2 - 9Washington, DC
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Accounting 4 DC is an Accounting company. They are based in Washington, District of Columbia, and their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Washington, DC
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AFCPAs is an Accounting company. The Washington, District of Columbia-based company was launched in 2012. Their services include Accounting.
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$1,000+< $25 / hr10 - 49Singapore, Singapore
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Launched in 2007, A.1. Business PTE LTD is a small Accounting and Back Office Outsourcing company based in Singapore, Singapore. Their team focuses on Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr10,000+Wath upon Dearne, England
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Accounting company Capita Customer Mgt provides Accounting and Digital Strategy. They were launched in 1984.
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$1,000+< $25 / hr2 - 9Mansfield, England
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Openworld Data is a Back Office Outsourcing company. Their small team of employees is in Mansfield, England. Their team offers Back Office Outsourcing and Accounting.
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$1,000+< $25 / hr250 - 999Toronto, Canada
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Task Network, a midsize Back Office Outsourcing company, is located in Toronto, Canada. Their services include Back Office Outsourcing and Accounting.
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$1,000+< $25 / hr2 - 9London, England
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LinksVA is a Back Office Outsourcing company founded in 2011. Their services include Back Office Outsourcing and Accounting.
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List of the Top 15 Financial Services Companies
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$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.