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 - 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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UndisclosedUndisclosed10 - 49Durban, South Africa
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Talksure is a Conversion Optimization company. Launched in 2010, the firm specializes in Conversion Optimization and Application Management & Support.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Small Accounting and Business Consulting company Voie Accounting Group, is headquartered in San Francisco, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Located in San Francisco, California, Ted Dubasik, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Clarity Unlimited is a small Accounting and Business Consulting company based in. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Vladislav Pelevin, CFA is a small Accounting company headquartered in San Francisco, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Gillingham CPA, is based in San Francisco, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Headquartered in San Francisco, California, Riley Accounting is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Jeff Brown, PC is an Accounting company. Their small team is based in San Francisco, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Crowley Accounting & Consulting Services is a small Chicago, Illinois-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Emerging Business Solutions Group is a small Chicago, Illinois-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Warsaw Business Consulting is a Business Consulting company launched in 2015. In Warszawa, Poland, the team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed250 - 999Warszawa, Poland
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Crido Taxand is a Business Consulting company. The team provides Business Consulting and Accounting and is located in Warszawa, Poland.
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UndisclosedUndisclosed2 - 9Farmington Hills, MI
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Best Tax Filers is an Accounting company. Their small team is based in Farmington Hills, Michigan and Madhapur, India. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Jaipur, India
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Established in 2004, Outreach Integrated Services Pvt. Ltd. Is a midsize call center company. Their team focuses on Call Center Services and Accounting.
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UndisclosedUndisclosed50 - 249Tampa, FL
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Recruiting company Thrivas Staffing Agency is based in Tampa, Florida. Founded in 2000, the team provides Recruiting and Accounting.
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UndisclosedUndisclosed10 - 49Manchester, England
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Connections Recruitment Manchester , a Staffing company, was launched in 1985. The team offers Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Ngong, Kenya
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Human Resource (HR) East Africa is an Accounting company. Headquartered in Ngong, Kenya, the agency specializes in Accounting and Recruiting.
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UndisclosedUndisclosed10 - 49Manchester, England
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Frazer John Recruitment is a Recruiting company. The Manchester, England-based company was established in 2011. Their team provides Recruiting and HR Consulting.
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UndisclosedUndisclosed10 - 49Manchester, England
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Time Recruitment Solutions Ltd is a Recruiting company established in 2002. Their services include Recruiting and Accounting.
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UndisclosedUndisclosed50 - 249Manchester, England
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Sellick Partnership Limited - Manchester is an Accounting company. Their team is located in Manchester, England. The company specializes in Accounting and Recruiting.
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UndisclosedUndisclosed10 - 49Nairobi, Kenya
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Data Centre (E.A), a small Accounting company, is located in Nairobi, Kenya. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49Edinburgh, Scotland
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Think Global Recruitment is an Accounting and Recruiting company. They were launched in 2000, and their services include Accounting and Recruiting.
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UndisclosedUndisclosed250 - 999Nairobi, Kenya
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Ideon Limited, a midsize Accounting company, is based in Nairobi, Kenya. Their services include Accounting and Call Center Services.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Pro Administration Services Inc. Is an Accounting company. They are located in Surrey, Canada and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sofia, Bulgaria
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Business Consulting company Universal Consulting Company is based in Sofia, Bulgaria. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Serdica, Bulgaria
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Business Consulting company Brain Storm Consult is headquartered in Serdica, Bulgaria. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Wichita, KS
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Syndeo Human Resources Outsourcing is a HR Consulting company. They are located in Wichita, Kansas and have small team of experts. Their services include HR Consulting and Staffing.
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UndisclosedUndisclosed50 - 249Emersons Green, England
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The HR Dept is a midsize HR Consulting company. Founded in 2002, the team provides HR Consulting and HR Outsourcing.
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UndisclosedUndisclosed250 - 999Dublin, Ireland
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Midsize Recruiting company HRM, is based in Dublin, Ireland. Their services include Recruiting and Staffing.
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UndisclosedUndisclosed250 - 999Dublin 4, Ireland
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Morgan McKinley, an Accounting company, was launched in 1988. The midsize team provides Accounting and Recruiting.
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UndisclosedUndisclosed1,000 - 9,999Lucan, Ireland
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CRL Recruitment Ltd is a phone answering service. The company is located in Lucan, Ireland. Their services include Call Center Services and Accounting.
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UndisclosedUndisclosed10 - 49Hamilton, Scotland
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Aspirare Recruitment Scotland is a Recruiting company. The Hamilton, Scotland-based company specializes in Recruiting and IT managed services.
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UndisclosedUndisclosed1,000 - 9,999Dublin, Ireland
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The Noel Group is a large Accounting company launched in 1987. Their team provides Accounting and Recruiting.
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UndisclosedUndisclosed10 - 49Stirlingshire, Scotland
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Contract Scotland, a Recruiting company, is based in Stirlingshire, Scotland. They focus on Recruiting and Accounting.
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UndisclosedUndisclosed10 - 49Dublin 2, Ireland
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Launched in 2002, Orange Recruitment is a small Dublin 2, Ireland-based Accounting company. Their team specializes in Accounting and Staffing.
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UndisclosedUndisclosedFreelancerManchester , England
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Reactive Recruit is a Recruiting company located in Manchester , England. They offer Recruiting and Accounting.
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UndisclosedUndisclosed2 - 9Cardiff, Wales
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Launched in 2016, Bowen Eldridge is a small Accounting and Recruiting company. Their services include Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Nairobi, Kenya
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Palette Point Solutions, an Accounting company, is in Nairobi, Kenya. They provide Accounting and Branding.
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UndisclosedUndisclosed10 - 49Dublin 8, Ireland
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CareerWise Recruitment Dublin is a Dublin 8, Ireland-based Accounting company. Founded in 1999, the team focuses on Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Aberdeen, Scotland
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Headquartered in Aberdeen, Scotland, Carlton Resource Solutions Holdings Ltd is a small Recruiting company. The team provides Recruiting and HR Outsourcing.
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UndisclosedUndisclosed10 - 49Dublin 2 , Ireland
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Eden Recruitment, a Back Office Outsourcing company, is in Dublin 2 , Ireland. They specialize in Back Office Outsourcing and Recruiting.
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UndisclosedUndisclosed10 - 49Waterford, Ireland
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Matrix Recruitment Group is an Accounting company. The Waterford, Ireland-based agency was launched in 1998. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Celtic Careers, a HR Consulting company, was established in 1999. The team specializes in HR Consulting and Accounting and is located in Dublin, Ireland.
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UndisclosedUndisclosed2 - 9Marston Green, England
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PEO Worldwide is an Accounting company. They are in Marston Green, England and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Queensway, Birmingham, England
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Founded in 2006, IDEX Consulting is a midsize Queensway, Birmingham, England-based Recruiting company. Their services include Recruiting and HR Consulting.
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UndisclosedUndisclosed10 - 49Dublin 2, Ireland
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Gilligan Black Recruitment is a small Back Office Outsourcing company. They specialize in Back Office Outsourcing and Staffing and were established in 2004.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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HRP Group is a HR Consulting company. They are headquartered in Dublin, Ireland. Their team focuses on HR Consulting and HR Outsourcing.
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UndisclosedUndisclosed10 - 49Dublin 2, Ireland
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Kaizen Recruitment is a Staffing company. The small Dublin 2, Ireland-based team specializes in Staffing and Recruiting. The agency was established in 2005.
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UndisclosedUndisclosed10 - 49Dublin 4, Ireland
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The Panel, a small Staffing company, is in Dublin 4, Ireland. The team provides Staffing and Recruiting.
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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.