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+< $25 / hr2 - 9High Bank Lane Lostock, England
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Small Back Office Outsourcing company Valetime Group, is located in High Bank Lane Lostock, England. Their services include Back Office Outsourcing and Business Consulting.
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$1,000+< $25 / hr2 - 9Kilmarnock, Scotland
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My UK Virtual Assistant is a Back Office Outsourcing company. They focus on Back Office Outsourcing and Accounting and are based in Kilmarnock, Scotland.
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$1,000+< $25 / hr50 - 249Vaughan, Canada
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Aries Infotek, a midsize Back Office Outsourcing company, is located in Vaughan, Canada. The team specializes in Back Office Outsourcing and Accounting.
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$1,000+< $25 / hr2 - 9Belfast, Northern Ireland
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VIable CS is a small Accounting company launched in 2016. Their services include Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr1,000 - 9,999Toronto, Canada
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Accounting company BDO Canada was launched in 1921. The large team provides Accounting.
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$1,000+< $25 / hr50 - 249Mississauga, Canada
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Kaya Systems is a midsize Back Office Outsourcing company in Mississauga, Canada. The team specializes in Back Office Outsourcing and Accounting.
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$1,000+< $25 / hr2 - 9Toronto, Canada
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Back Office Outsourcing company AdvansisVirtual was established in 2014. The company offers Back Office Outsourcing and Accounting.
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$1,000+< $25 / hr2 - 9Barrie, Canada
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ExecutiveAssistance Business Solutions Inc. Is a small Barrie, Canada-based Back Office Outsourcing company. Their services include Back Office Outsourcing and Business Consulting.
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UndisclosedUndisclosed10 - 49Kettering, Northants, England
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Business HR Solutions is a HR Consulting company based in Kettering, Northants, England. Established in 2001, the team offers HR Consulting and HR Outsourcing.
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$10,000+$150 - $199 / hr2 - 9
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Founded in 2013, Instant Lolly is an Accounting company. The team specializes in Accounting.
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$5,000+$100 - $149 / hr250 - 999Brighton, England
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Access Alto is an IT managed services company. They are headquartered in Brighton, England, and their services include IT managed services and Accounting.
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$5,000+$100 - $149 / hr50 - 249London, England
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Launched in 1957, Carter Backer Winter LLP, a midsize Accounting company, is based in London, England. Their team offers Accounting and HR Consulting.
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$5,000+$100 - $149 / hr10 - 49London, England
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Hillman Saunders is a HR Consulting company. Launched in 1989, the company is based in London, England. Their services include HR Consulting and Accounting.
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$5,000+$100 - $149 / hr50 - 249London, England
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Argyll Scott is a Recruiting company. The team offers Recruiting and HR Outsourcing and is based in London, England.
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$5,000+$100 - $149 / hr2 - 9
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Silver Cloud HR, an Accounting and HR Consulting company, is based in London, England. They provide Accounting and HR Consulting.
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$5,000+$50 - $99 / hr2 - 9
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Kitarra is a Marketing Strategy company. Founded in 2005, the team focuses on Marketing Strategy and Accounting.
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$1,000+$25 - $49 / hr10 - 49Redwood City, CA
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Launched in 2004, EM Marketing is a branding company. The team focuses on Branding and Content Marketing and is headquartered in Redwood City, California.
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$1,000+$25 - $49 / hr50 - 249Duluth, GA
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NetPEO is an Accounting company. Headquartered in Duluth, Georgia, the agency was established in 2000. Their services include Accounting and HR Consulting.
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$10,000+$150 - $199 / hr2 - 9Kingston upon Thames, England
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Dh Payroll is an Accounting company. They are based in Kingston upon Thames, England and have small team. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$100 - $149 / hr10 - 49Los Angeles, CA
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Kento Systems is a small Accounting company. Launched in 1990, the team offers Accounting and Branding.
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$25,000+$100 - $149 / hr1,000 - 9,999Boston, MA
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Eze Software, a custom software development firm, is based in Boston, Massachusetts and Hyderabad , India. Established in 1995, the team specializes in Custom Software Development and Accounting.
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$5,000+$100 - $149 / hr10 - 49Albuquerque, NM
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Burgmaier & Associates, a small Accounting company, is headquartered in Albuquerque, New Mexico. Their services include Accounting.
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$1,000+< $25 / hr10,000+New York, NY
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Genpact is a Back Office Outsourcing company. Their team is in New York, New York and specializes in Back Office Outsourcing and Artificial Intelligence.
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$1,000+< $25 / hr50 - 249Webster, NY
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Datrose is a call center company in Webster, New York. Founded in 1976, the team focuses on Call Center Services and Accounting.
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$1,000+< $25 / hr50 - 249San Francisco, CA
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Countsy is a midsize Accounting company headquartered in San Francisco, California. The team provides Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr250 - 999Livermore, CA
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Performant is an answering service launched in 1976. The team focuses on Call Center Services and Accounting.
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$1,000+< $25 / hr250 - 999Wakefield, MA
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Vestmark is an Accounting company. They are headquartered in Wakefield, Massachusetts. Their team specializes in Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr10 - 49San Francisco, CA
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HireAthena is an Accounting company. They are located in San Francisco, California and have small team. Their services include Accounting and Call Center Services.
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$1,000+< $25 / hr2 - 9Oakland, CA
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Accounting company Nonprofit Suite was launched in 2005. The team specializes in Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr1,000 - 9,999Windsor, CT
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Headquartered in Windsor, Connecticut and Boston, Massachusetts, SS&C Technologies is a call center service. They specialize in Call Center Services and Accounting.
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$5,000+$100 - $149 / hr10 - 49San Francisco, CA
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Officengine is an Accounting company. The team is headquartered in San Francisco, California, and their services include Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr2 - 9San Francisco, CA
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In San Francisco, California, CEO Services USA is an Accounting company. The team offers Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr50 - 249Mansfield, MA
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HR Knowledge is an Accounting company established in 2001. The firm provides Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr2 - 9Newton, MA
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Data Hub Boston is a Back Office Outsourcing company. They offer Back Office Outsourcing and Accounting and were founded in 2004. The company is in Newton, Massachusetts.
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$1,000+< $25 / hr1,000 - 9,999New York, NY
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Vee Technologies is an AI development company located in New York, New York. Their services include Artificial Intelligence and Back Office Outsourcing.
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$1,000+< $25 / hr50 - 249Taunton, MA
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HW Staffing Solutions is a HR Consulting company. Their team is in Taunton, Massachusetts and Brockton, Massachusetts. The agency focuses on HR Consulting and Call Center Services.
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$10,000+$100 - $149 / hr50 - 249
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QueBIT is an Accounting and Financial Advising & Planning company founded in 2001. Based in Scarsdale, New York, the team provides Accounting and Financial Advising & Planning.
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$10,000+$150 - $199 / hr2 - 9Coimbatore, India
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Our Business Ladder, a Business Consulting company, is headquartered in Coimbatore, India. The team focuses on Business Consulting and Marketing Strategy.
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$5,000+$100 - $149 / hr2 - 9Washington Township, NJ
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CLM Advisors is an Accounting company. They are headquartered in Washington Township, New Jersey and Philadelphia, Pennsylvania and have small team. Their team specializes in Accounting.
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$10,000+$150 - $199 / hr2 - 9Newcastle upon Tyne, England
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Echo Events & Association Management, a video production agency, was established in 2014. The team focuses on Video Production and Business Consulting.
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$10,000+$150 - $199 / hr10 - 49Stoke on Trent, England
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Fifteen Digital Limited is a software development firm. The Stoke on Trent, England-based firm provides Custom Software Development and Web Development.
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$1,000+$25 - $49 / hr50 - 249Denver, CO
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Peliton is a HR Consulting company. Founded in 1988, the team offers HR Consulting and Accounting. The company is in Denver, Colorado.
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$1,000+$25 - $49 / hr10 - 49Miami, FL
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Regis HR Group, a HR Consulting company, is headquartered in Miami, Florida. The team specializes in HR Consulting and Accounting.
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$1,000+$25 - $49 / hr250 - 999Minneapolis, MN
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Salo is an Accounting and HR Consulting company headquartered in Minneapolis, Minnesota and Chicago, Illinois. The team specializes in Accounting and HR Consulting.
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$1,000+$25 - $49 / hr50 - 249Chamblee, GA
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Staffing company LGS Staffing was founded in 1999. The team provides Staffing and Accounting and is in Chamblee, Georgia and Columbus, Ohio.
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$1,000+$25 - $49 / hr50 - 249Scottsdale, AZ
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G&A Partners, a Recruiting company, is headquartered in Scottsdale, Arizona and Riverside, California. They offer Recruiting and HR Outsourcing.
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$1,000+$25 - $49 / hr250 - 999Apple Valley, MN
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Admin Solutions is an answering service company. They are in Apple Valley, Minnesota and have midsize team. Their services include Call Center Services and Accounting.
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$5,000+$100 - $149 / hr10 - 49Ellicott City, MD
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Source One Business Services, LLC, an Accounting company, is based in Ellicott City, Maryland. Founded in 1986, the team focuses on Accounting and BI & big data consulting & SI.
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$1,000+$25 - $49 / hr10 - 49Vilnius, Lithuania
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Back Office Outsourcing company UAB BPO House is located in Vilnius, Lithuania. They offer Back Office Outsourcing and Accounting.
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$10,000+$100 - $149 / hr2 - 9Klaipėda, Lithuania
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Mandarino Agentura is a small Klaipėda, Lithuania-based Accounting company. Their services include Accounting and Advertising.
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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.