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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UndisclosedUndisclosed2 - 9Boston, MA
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In Boston, Massachusetts, Z&Z Accounting Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Instant Tax Attorney is an Accounting company. Their small team is headquartered in Boston, Massachusetts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Boston, MA
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Headquartered in Boston, Massachusetts and New York, New York, George R. Baxendale, CPA, Inc. Is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Boston, MA
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Law Offices of Shaun A Hannafin, LLC is a Business Consulting company. Their small team is in Boston, Massachusetts and provides Business Consulting and Accounting. The company was founded in 2014.
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UndisclosedUndisclosed2 - 9Brookline, MA
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Founded in 2014, Beacon Wealth Advisors is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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ZNS, Inc. Is a Los Angeles, California-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Yarbrough’s Tax & Consulting Firm is a small Accounting company located in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Nairobi, Kenya
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Outresources-HR Consulting is a HR Consulting company. Their small team is located in Nairobi, Kenya. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Nairobi, Kenya
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Selective Outsourcing Solutions is a small Nairobi, Kenya-based HR Consulting company. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Launched in 2011, Fortitude Financial Management is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nairobi, Kenya
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Reach Recruit Kenya is a HR Consulting company. The team offers HR Consulting and Accounting and is based in Nairobi, Kenya.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting company CCW, EA Inc., is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Enterprise Consultants Group is an Accounting company. The team is located in Los Angeles, California, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Beograd, Serbia
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TPA Serbia, an Accounting company, specialize in Accounting and Business Consulting. They were established in 2010.
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UndisclosedUndisclosed2 - 9Beograd, Serbia
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Certus Consulting is an Accounting company. They were established in 1989, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burgas, Bulgaria
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Located in Burgas, Bulgaria, ICT CLUSTER BURGAS is an Accounting company. Their services include Accounting and Event Marketing.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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SLC is an Accounting company. They offer Accounting and Business Consulting and were founded in 1998.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Velin & Associates is a small Los Angeles, California-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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NTL Consulting Firm is a small Los Angeles, California-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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In Los Angeles, California, Fleeman Consulting is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Best Tax & Audit Inc is an Accounting company. They are located in Los Angeles, California and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Pinnacle Tax Services is a Los Angeles, California-based Accounting company. They offer Accounting.
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UndisclosedUndisclosed10 - 49Nairobi, Kenya
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Accounting company Ace Communications provides Accounting and Branding. They are headquartered in Nairobi, Kenya.
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UndisclosedUndisclosed10 - 49Budapest, Hungary
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Established in 2007, Stamegna Retail Management is a small Accounting and Business Consulting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sarıyer/İstanbul, Türkiye
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Foreign Market Consulting, an Accounting company, provide Accounting and Business Consulting. They were launched in 1999.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Established in 2017, Sync Staffing Services is a small Staffing company based in Riverside, California. Their team offers Staffing and Accounting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Asad Abbas & Co., a small Accounting company, is in Dubai, United Arab Emirates. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed250 - 999Riverside, CA
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Connect Staffing, Inc, a Staffing company, was founded in 2012. The team offers Staffing and Recruiting and is in Riverside, California.
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UndisclosedUndisclosed250 - 999Singapore, Singapore
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CXC Global, an Accounting company, was established in 1992. The firm offers Accounting and HR Consulting, and is midsize.
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UndisclosedUndisclosed1,000 - 9,999West Valley City, UT
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Launched in 2011, Smart Staffing LLC is a large Accounting company. Their team offers Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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MiklosCPA is a small Accounting company based in Los Angeles, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Founded in 1989, James M Cha, CPA is an Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Headquartered in Los Angeles, California, Michael M Parto, CPA is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Established in 1993, The Tax Consultancy Group is an Accounting company. The team focuses on Accounting and is headquartered in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Magidov CPA Firm is an Accounting company. Their small team is headquartered in Los Angeles, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Lensky Law Firm is an Accounting and Business Consulting company. Their small team is in Los Angeles, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Tony Quach & Co. CPA is an Accounting company. The team focuses on Accounting and Business Consulting and is in San Francisco, California.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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JMD Financial Partners, LLC is an Accounting company. Their small team is located in San Francisco, California. Their team focuses on Accounting and E-Commerce Development.
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UndisclosedUndisclosed1,000 - 9,999Santa Rosa, CA
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Large Staffing company Staff Chex Inc, is headquartered in Santa Rosa, California. Their services include Staffing and HR Outsourcing.
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UndisclosedUndisclosed50 - 249
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Tekberry, a Staffing company, was established in 1993. In Santa Rosa, California, the team focuses on Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Scott Porter, CPA is a small San Francisco, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Hager Accounting, a small Accounting company, is located in San Francisco, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Accounting and Business Consulting company Michael J McPartlan, CPA was founded in 2013. Headquartered in San Francisco, California, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Located in San Francisco, California, Murray Stok & Company is an Accounting company. Founded in 1991, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Arguello Financial is an Accounting company. They are headquartered in San Francisco, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Headquartered in San Francisco, California, Unisource Financial Group is a small Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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My Online Bookkeeper is a San Francisco, California-based Accounting company. Launched in 2010, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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A&K Tax and Consulting Services is an Accounting company. They are based in San Francisco, California and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Aigul CPA & Associates is a small Accounting and Business Consulting company based in San Francisco, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Aguilar Legal & Business Consulting is an Accounting company. They are in San Francisco, California and have small team. Their team provides 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.