Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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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UndisclosedUndisclosed50 - 249Chennai, India
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Established in 2012, Aura BPO Services is a big data company. Headquartered in Chennai, India, the team focuses on BI & big data consulting & SI and Blockchain.
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UndisclosedUndisclosed50 - 249Boston, MA
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KNF&T Staffing Resources, a Staffing company, is based in Boston, Massachusetts. They offer Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Angeles, Philippines
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Accounting company Arrows Accounting is located in Angeles, Philippines. They specialize in Accounting and E-Commerce Development and were founded in 2018.
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UndisclosedUndisclosed2 - 9Angeles, Philippines
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Established in 2017, Savvi Accounting and Shared Services is a small Accounting company. Their team specializes in Accounting and Branding.
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UndisclosedUndisclosed2 - 9Malabon, Philippines
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Garcia, Mercado & Associates, a small Accounting company, is in Malabon, Philippines. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Caloocan, Philippines
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Based in Caloocan, Philippines, Tiu and Associates, CPA's is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Cebu City, Philippines
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Small Accounting company RP Mora & Company - Certified Public Accountants, is based in Cebu City, Philippines and Makati, Philippines. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chicago, IL
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ORT Consulting Group Ltd., an Accounting company, was established in 1983. Based in Chicago, Illinois, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Davao City, Philippines
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Accounting company Davao Accountants was founded in 2016. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Makati, Philippines
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Small Accounting company Yu Villar Tadeja & Co. , is in Makati, Philippines. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Makati, Philippines
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Accounting company FACTXGROUP is based in Makati, Philippines. Launched in 2017, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Makati, Philippines
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Accounting company GL Inc. Is located in Makati, Philippines and Muntinlupa, Philippines. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Makati, Philippines
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K. Grace Consulting Group Inc. Is a small Accounting company located in Makati, Philippines. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Makati, Philippines
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Launched in 2010, Linferd & Company, Inc., a small Accounting company, is located in Makati, Philippines. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Makati, Philippines
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Full Suite, an Accounting company, was established in 2009. The company provides Accounting, and is small.
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UndisclosedUndisclosed10 - 49Boston, MA
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Contemporaries, Inc. Is a Staffing company. They are in Boston, Massachusetts. Their team offers Staffing and Accounting.
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UndisclosedUndisclosed2 - 9Makati, Philippines
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Small Accounting company Balagot & Co., is based in Makati, Philippines and Davao City, Philippines. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Makati, Philippines
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Wall Street Accounting and Business Solutions Inc. Is an Accounting company launched in 2009. The small team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Cagayan de Oro, Philippines
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JSC & Co., CPAs, an Accounting company, was founded in 2009. The firm provides Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosed2 - 9Manila, Philippines
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Small Accounting company Equipoise Accounting & Consultancy Services, is headquartered in Manila, Philippines. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Mandaluyong, Philippines
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Acyatan & Co. Is a Mandaluyong, Philippines-based Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasig City, Philippines
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Launched in 2011, Trendstatic Corp. Is an Accounting company. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Chicago, IL
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Banner Personnel Service, Inc. Is a midsize Staffing company. Founded in 1970, the team offers Staffing and Accounting.
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UndisclosedUndisclosed10 - 49Chicago, IL
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HR Consulting company Avanti Staffing Inc. Was founded in 2003. The team offers HR Consulting and Accounting and is in Chicago, Illinois.
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UndisclosedUndisclosed50 - 249Casablanca, Morocco
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M2T, an Accounting and IT managed services company, was founded in 2001. The agency focuses on Accounting and IT managed services, and is midsize.
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UndisclosedUndisclosed2 - 9Casablanca, Morocco
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Ajiel Information Systems is an Accounting company. Founded in 2010, the team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Chicago, IL
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Mack & Associates Ltd is a Staffing company. The Chicago, Illinois-based agency was founded in 1984. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Makati, Philippines
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Headquartered in Makati, Philippines, Chief Solutions Ltd. Co. Is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Pasig, Philippines
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Sison Corillo Parone & Co. Is an Accounting company. The Pasig, Philippines-based company focuses on Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Quezon City, Philippines
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SMF Accounting Services Co. Is an Accounting company. They are headquartered in Quezon City, Philippines and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Quezon City, Philippines
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Accounting company Villaruz, Villaruz & Co., CPAs was established in 1988. The firm provides Accounting.
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UndisclosedUndisclosed2 - 9Rodriguez, Philippines
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ECFM Accounting and Auditing Services is a small Accounting company headquartered in Rodriguez, Philippines. Their services include Accounting.
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UndisclosedUndisclosed2 - 9North Sydney, Australia
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Lean Shared Services Pty Ltd is a North Sydney, Australia-based Accounting and Finance & Accounting Outsourcing (FAO) company. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49San Francisco, CA
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McCall Staffing Service is a Staffing company. Founded in 1978, the agency is in San Francisco, California. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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Certified Employment Group is a Staffing company. Their team is in San Francisco, California. The firm focuses on Staffing and Accounting.
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UndisclosedUndisclosed10 - 49Taguig, Philippines
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OSG Global Consulting, Inc. Is an Accounting company. They are located in Taguig, Philippines and have small team. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Taguig, Philippines
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RWM Financial Consultancy, a small Accounting company, is in Taguig, Philippines. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Taguig, Philippines
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Augusto & Hernandez, CPAs is an Accounting company. Based in Taguig, Philippines, the agency provides Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Accubooks Inc. Is an Accounting company. They are in Toronto, Canada and Makati, Philippines and have small team. Their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Asunción, Paraguay
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Vouga Abogados is an Asunción, Paraguay-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Asunción, Paraguay
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Baker Tilly Paraguay , a Business Consulting company, is headquartered in Asunción, Paraguay. The team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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CVPartners is a Business Consulting company founded in 2001. The team offers Business Consulting and Staffing.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Silent4Business is a Cybersecurity company. They focus on Cybersecurity and IT strategy consulting and were founded in 2016. The agency is based in Ciudad de México, Mexico.
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UndisclosedUndisclosed50 - 249Casablanca, Morocco
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Www.s2m.ma is an Accounting company. Established in 1983, the firm is located in Casablanca, Morocco. Their team specializes in Accounting and IT managed services.
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UndisclosedUndisclosed10 - 49Rabat, Morocco
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E-Call Services Maroc is a small Rabat, Morocco-based call center. The team specializes in Call Center Services and Web Development.
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UndisclosedUndisclosed10 - 49Pasig, Philippines
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PNI Business Solutions, Inc. Is a small Pasig, Philippines-based Back Office Outsourcing company. The team offers Back Office Outsourcing and IT staff augmentation.
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UndisclosedUndisclosed250 - 999Guadalajara, Mexico
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CompuSoluciones is an Accounting company. They are based in Guadalajara, Mexico and have midsize team. They provide Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49New York, NY
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Articulate Communications Inc. Is a public relations company. They are in New York, New York and have small team. Their services include Public Relations and Accounting.
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UndisclosedUndisclosed2 - 9
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Neil Miller Consulting is a small Accounting company located in New York, New York. The team specializes in Accounting and Public Relations.
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UndisclosedUndisclosed2 - 9Flushing, NY
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Kelly T & Liu, CPA is an Accounting company headquartered in Flushing, New York. Established in 2005, the team offers Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% 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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% 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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 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 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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.