Top Financial Services Firms
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Featured
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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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$10,000+Undisclosed10 - 49Denver, CO
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Accounting Prose is an Accounting company. They were established in 2010 and focus on Accounting and HR Outsourcing.
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Undisclosed$100 - $149 / hr2 - 9Delray Beach, FL
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Palmy Studio is a branding firm. Founded in 2024, the team focuses on Branding and Search Engine Optimization.
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UndisclosedUndisclosed10 - 49Burlington, VT
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Located in Burlington, Vermont and Charlotte, North Carolina, Reconciled is an Accounting company. They offer Accounting and Business Consulting and were launched in 2015.
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UndisclosedUndisclosed50 - 249New Delhi, India
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See all 1 projectsSetindiabiz is a company providing company registration and CA support services. Feedback indicates a mixed experience, with some clients noting partial success but also significant areas for improvement, particularly in workflow effectiveness. Approximately 100% of the feedback highlights dissatisfaction with the service, suggesting the need for enhancement in client support and overall service delivery.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Fullsteam - Insurance Brokerage is a small Los Angeles, California-based Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.
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$5,000+Undisclosed50 - 249Singapore, Singapore
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Healy Consultants Group, an Accounting company, was launched in 2003. The midsize team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Fort Mitchell, KY
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See all 1 projectsHORAN provides legendary service, employee benefits consulting, wealth management and life insurance for both corporate and individual clients. Since 1948, HORAN has served as a trusted advisor
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UndisclosedUndisclosed50 - 249Mandaluyong, Philippines
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CloudCFO Inc. Is an Accounting company. The Mandaluyong, Philippines-based agency was founded in 2016. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$10,000+< $25 / hr10 - 49Shivamogga, India
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Launched in 2024, techsnippy pvt limited. Is a small Shivamogga, India-based Insurance Services & Brokers company. Their team offers Insurance Services & Brokers and Graphic Design.
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$1,000+$25 - $49 / hr10 - 49
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The Pro Accountants and Tax Consultants LLC, an Accounting company, is in St. Petersburg, Florida and Lahore, Pakistan. They specialize in Accounting and Business Consulting and were launched in
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$5,000+$100 - $149 / hr2 - 9
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See all 1 projectsOptimizator Financial LLC specializes in financial modeling, budgeting, and accounting, offering services such as financial projections, inventory forecasting, and streamlined accounting systems. The reviews highlight Val's exceptional expertise in finance and operations, meticulous attention to detail, and effective communication, which have significantly supported clients in decision-making and achieving financial clarity. Clients appreciate Optimizator's unique, comprehensive approach and adherence to timeframes.
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$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
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See all 1 projectsArmanino offers a range of services including Audit Services, Financial Reporting, and Tax Preparation. The overall feedback suggests that while Armanino's pricing was budget-friendly, their billing transparency was a concern due to undisclosed fees. Clients appreciated their timely delivery but noted the need for improved transparency in billing practices.
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$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
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See all 1 projectsSquar Milner is a firm specializing in Accounting Services, including CPA, Financial Reporting, Tax Preparation, and Business Auditing. While they demonstrate expertise in international transactions and complex tax preparation, feedback indicates significant dissatisfaction, with 100% of reviewers expressing concerns over billing transparency and incomplete services. Squar Milner's understanding of international transactions was noted positively, but other aspects were problematic for clients.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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KLOUDAC Accounting and Bookkeeping LLC, an Accounting company, was founded in 2017. Based in Dubai, United Arab Emirates, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Chicago, IL
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See all 4 projectsParo is a company purportedly providing accounting services, including bookkeeping and fractional CFO services. However, their reviews highlight significant dissatisfaction, with 100% of the feedback being negative. Common criticisms include incompetence, poor customer support, overbilling, and ethical concerns in business dealings. Issues such as failure in tax filing preparedness and lack of support for resolving disputes are recurrent themes.
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UndisclosedUndisclosed250 - 999Navi Mumbai, India
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Founded in 2000, IRIS Business Services Ltd is a midsize Navi Mumbai, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Brampton, Canada
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See all 2 projectsCapexCPA is an accounting services firm providing bookkeeping, CPA, and tax filing services. The company is praised for its responsiveness and use of advanced tools like AI, with 50% of reviewers noting timely delivery and communication. However, some concerns were raised regarding accuracy and project management, with 50% of reviews mentioning errors in financial reporting and payroll processing.
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UndisclosedUndisclosed250 - 999New York, NY
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See all 1 projectsRaich Ende Malter & Co. LLP is a firm specializing in accounting services, including bookkeeping, tax filing, and financial statement preparation. However, feedback suggests dissatisfaction with their pricing transparency and communication, with 100% of reviewers highlighting unexpected fee increases and insufficient communication. Potential clients are advised to establish clear contractual agreements due to these concerns.
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UndisclosedUndisclosed10 - 49Pittsford, NY
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See all 1 projectsRDG+Partners is an accounting service provider specializing in tax preparation, financial planning, and strategic business consulting. Reviews indicate a mixed performance; while 50% of the engagement period was marked by effective service and strong strategic guidance, the latter half suffered due to inadequate project management and team transitions, resulting in a decline in service quality.
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UndisclosedUndisclosed2 - 9Visalia, CA
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See all 1 projectsANJA, Inc. is a CPA firm offering Accounting Services, including Tax Preparation and Financial Reporting. While the professional demeanor of the team and their approachable nature are noted strengths, approximately 100% of the feedback mentions recurring errors in tax processing and inadequate communication in addressing mistakes, highlighting areas for improvement in accuracy and responsiveness.
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UndisclosedUndisclosed2 - 9Houston, TX
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See all 1 projectsFrank J. Kalenda, CPA is an accounting services firm offering expertise in tax preparation, bookkeeping, and financial advisory. While praised for precision and thoroughness, a notable issue highlighted by clients involves timeliness, with 100% of reviewers mentioning delays in tax filings, leading to fines. The firm demonstrates competence in financial statement preparation and accounting processes.
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UndisclosedUndisclosed10 - 49Wiesbaden, Germany
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See all 1 projectsfirma.de is an accounting services firm offering bookkeeping, tax preparation, and advisory services. However, feedback indicates challenges in communication and project management, with 20% of emails reportedly going unanswered and slow turnaround times. A significant portion of clients, including 100% from this review, highlighted a lack of expectations alignment and responsiveness.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsCon Dolan Accountants is an accounting services firm providing bookkeeping, tax preparation, and financial reporting. Clients appreciate their timely completion of work, with 100% of reviews highlighting their punctuality. However, communication is noted as an area for improvement, with some clients suggesting enhancements in customer service interactions.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsCapital Auditores specializes in Accounting Services, focusing on Business Auditing and Financial Statement Preparation. While they have demonstrated competence in verifying accounting information, feedback indicates they initially struggled to understand specific client needs, and a significant accounting error was noted in 2020. Despite these challenges, they have maintained an ongoing relationship with clients, suggesting a satisfactory level of service continuity.
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UndisclosedUndisclosed1,000 - 9,999Kuala Lumpur, Malaysia
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PropertyGuru Finance is a Financial Advising & Planning company located in Kuala Lumpur, Malaysia. They focus on Financial Advising & Planning and Commercial Financing.
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$1,000+Undisclosed50 - 249Mumbai, India
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Equirus Wealth is a Financial Advising & Planning company. They are in Mumbai, India and Ahmedabad, India. Their team provides Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed50 - 249Reston, VA
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LeaseAccelerator, a Commercial Brokerage Services and Financial Advising & Planning company, offer Commercial Brokerage Services and Financial Advising & Planning. They were launched in 2009.
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$1,000+$50 - $99 / hr10 - 49Washington, DC
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Established in 2015, Trust Consulting Services is an IT strategy consulting company. Their team focuses on IT strategy consulting and Business Consulting.
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$1,000+< $25 / hr50 - 249Durgapur, India
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Swadesh Softwares Pvt. Ltd., a custom software development company, was launched in 2011. They offers Custom Software Development and E-Commerce Development.
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UndisclosedUndisclosed50 - 249Ciudad de México, Mexico
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Buzón E is an IT managed services company. Their midsize team of employees is located in Ciudad de México, Mexico. Their team offers IT managed services and Business Consulting.
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UndisclosedUndisclosed2 - 9Hong Kong, Hong Kong
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Located in Hong Kong, Hong Kong and Jakarta, Indonesia, Red Orange Consulting is a Business Consulting company. They focus on Business Consulting and Commercial Financing and were established in
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UndisclosedUndisclosed50 - 249Reston, VA
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See all 3 projectsBookKeeping Express is an accounting services company offering bookkeeping, financial reporting, and tax preparation. Customer feedback is mixed; one reviewer praised their efficiency and partnership, while another experienced significant failures in service delivery and communication. Approximately 50% of the reviews highlight effective collaboration, while the other 50% report issues such as delays and additional costs.
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$1,000+$25 - $49 / hr10 - 49Great Missenden, England
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CoCredo is an Accounting company. In Great Missenden, England, the team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
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HoriZen Capital is a Financial Advising & Planning company. Located in Edmonton, Canada, the firm was founded in 2018. Their services include Financial Advising & Planning and Business Consulting.
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$5,000+$50 - $99 / hr50 - 249Dubai, United Arab Emirates
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BMS Auditing is a midsize Accounting company. Founded in 2011, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Bloomington, MN
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Boyum Barenscheer is a Bloomington, Minnesota-based Accounting company. Founded in 1975, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr10 - 49دبي, United Arab Emirates
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Push Digits is an Accounting company. Established in 2014, the agency focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Small Business Consulting company Olmec Consulting, is based in Dubai, United Arab Emirates. The team focuses on Business Consulting and Market Research.
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UndisclosedUndisclosed1,000 - 9,999
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Saffery LLP is an Accounting company launched in 1855. Their team specializes in Accounting.
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$1,000+$25 - $49 / hr10 - 49Ahmedabad, India
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Siya Infotech Solution Pvt. Ltd. Is a mobile app development company. They are in Ahmedabad, India and Chattanooga, Tennessee, and their services include Mobile App Development and Web Development.
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Undisclosed< $25 / hr10 - 49
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RK Group, a Finance & Accounting Outsourcing (FAO) company, was launched in 2020. They offers Finance & Accounting Outsourcing (FAO) and Business Valuation Services.
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$1,000+< $25 / hr2 - 9Orlando, FL
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Founded in 2012, HF Holdings, Inc., a small Accounting company, is in Orlando, Florida and Sacramento, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Bengaluru, India
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ACTouch Technologies Pvt. Ltd., an Accounting company, was founded in 2013. The team provides Accounting and Contract Manufacturing.
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UndisclosedUndisclosed10 - 49Westport, CT
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Insurance Services & Brokers company Frontier Risk Group was founded in 2022. The small team focuses on Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Houston, TX
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Calvetti Ferguson is a Compliance Consulting company. They were established in 2003 and provide Compliance Consulting and Accounting.
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$1,000+$100 - $149 / hr2 - 9Edmonton, Canada
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See all 1 projectsBOMCAS CANADA offers a range of services including bookkeeping, tax preparation, and financial management strategies tailored to meet individual client needs. Reviews consistently commend their professionalism, personalized service, and expertise in maximizing tax savings and compliance. Clients highlight their responsiveness and commitment to delivering exceptional value, establishing BOMCAS CANADA as a reliable partner in financial management.
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$1,000+< $25 / hr50 - 249General Santos City, Philippines
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VirtualChampsGlobal is a web design company. In General Santos City, Philippines, the agency offers Web Design and UX/UI Design.
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UndisclosedUndisclosed1,000 - 9,999
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Established in 2001, Office Beacon LLC is an Insurance Services & Brokers company. The team specializes in Insurance Services & Brokers and Graphic Design.
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UndisclosedUndisclosed250 - 999Lake Oswego, OR
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Founded in 1973, Aldrich is an Accounting company. The team provides Accounting and Business Consulting.
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$1,000+$100 - $149 / hr50 - 249Dallas, TX
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Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize.
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List of the Top 15 Financial Services Companies
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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$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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
33.3/40.016.4/20 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 / 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 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 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 - 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+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% 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
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.