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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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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UndisclosedUndisclosed2 - 9Dublin 7, Ireland
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Priority Placements Recruitment, a Recruiting company, focuses on Recruiting and Accounting. The company is located in Dublin 7, Ireland.
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UndisclosedUndisclosed10 - 49Rush, Ireland
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Dalmac Recruitment & Aviation Services is a Recruiting company. Their team is based in Rush, Ireland. The company provides Recruiting and Accounting.
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UndisclosedUndisclosed50 - 249Dublin, Ireland
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Brompton Recruitment is a Recruiting company launched in 2001. Their team specializes in Recruiting and Accounting.
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UndisclosedUndisclosed10 - 49Saint John, Canada
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Advantage Personnel, an Accounting company, was established in 1986. The firm specializes in Accounting and Staffing, and is small.
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UndisclosedUndisclosed2 - 9Kingston-upon-Thames Surrey, England
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Kelly Services UK is an Accounting company. The agency is headquartered in Kingston-upon-Thames Surrey, England. Their team offers Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Manchester, England
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Circle Partners LLP, a small Accounting company, is based in Manchester, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Worsley, England
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Launched in 2000, Northline Business Consultants Ltd is an Accounting and Business Consulting company. Headquartered in Worsley, England, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Charlottetown, Canada
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MRSB Group is an Accounting company. Based in Charlottetown, Canada, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Business Advice Services is a Business Consulting company. The Manchester, England-based firm was launched in 2008. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Apollo Business Finance is a small Manchester, England-based Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49London, England
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Finance & Accounting Outsourcing (FAO) company SAIL Business Solutions Ltd focuses on Finance & Accounting Outsourcing (FAO) and HR Consulting. They are headquartered in London, England.
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UndisclosedUndisclosed2 - 9Manchester, England
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Optima Consultancy, an Accounting company, was founded in 2007. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Small Business Consulting company Morgan Consultancy, is located in Manchester, England. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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E Q I Consultancy Ltd is an Accounting company launched in 2002. Located in Manchester, England, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Belfast, Northern Ireland
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Lynn Recruitment is a small Belfast, Northern Ireland-based Staffing company. The team focuses on Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Charlottetown, Canada
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Fitzpatrick & Co is an Accounting company. Headquartered in Charlottetown, Canada, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Charlottetown, Canada
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The AC Group is a Charlottetown, Canada-based Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kensington, Canada
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Located in Kensington, Canada, Like Nobody's Business is an Accounting company. Founded in 2007, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Summerside, Canada
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Sharon R. O'Halloran, CPA Inc. Is a Summerside, Canada-based Business Consulting company. They focus on Business Consulting and Accounting and were launched in 1994.
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UndisclosedUndisclosed2 - 9Charlottetown, Canada
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McNeil Accounting Services is an Accounting company. Their small team is in Charlottetown, Canada. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Charlottetown, Canada
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Corkum Arsenault Crozier is a Business Consulting company. Launched in 2002, the company is headquartered in Charlottetown, Canada. Their team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Charlottetown, Canada
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Jj accounting services is an Accounting company. They are based in Charlottetown, Canada and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Summerside, Canada
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Based in Summerside, Canada, Income Tax Pro is a small Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Cooney Carey is an Accounting company. They were launched in 1983 and offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Charlottetown, Canada
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The MacLeod Group is a small Business Consulting company located in Charlottetown, Canada. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Stretford, England
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Premier Accounts and Consultancy Ltd is an Accounting company. Located in Stretford, England, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Manchester, England
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NHS Transformation Unit is a Manchester, England-based Business Consulting company. They specialize in Business Consulting and Accounting and were founded in 2016.
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UndisclosedUndisclosed2 - 9Stratford, Canada
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Excel Accounting Services Inc is an Accounting company. Their small team is in Stratford, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
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Taylor Hodson Inc., a Staffing company, was launched in 1987. The agency specializes in Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Innovate Financial Services is a Business Consulting company launched in 2008. Based in Edinburgh, Scotland, the team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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The Workforce Consultants is a small Accounting company headquartered in Canada. The team offers Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Established in 2002, McConnell HR Consulting Inc. Is an Accounting company. The agency focuses on Accounting and HR Consulting, and is small.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Bay Street HR is an Accounting company. Established in 2001, the company is located in Toronto, Canada. Their team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Strategic HR Consulting Canada is an Accounting company established in 2011. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed50 - 249New York, NY
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Pyramid Consulting Group, LLC is a Staffing company based in New York, New York. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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JMA Associates, a small Marketing Strategy company, is based in Edinburgh , Scotland. Their services include Marketing Strategy and Accounting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Globe 24-7 is an Accounting company. Their team is located in Toronto, Canada. The agency provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Founded in 2010, Niagara Street Consulting is an Accounting company. The small team offers Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Launched in 1996, HR Associates is a small Accounting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Business Sherpa Group Inc. Is an Accounting company. Their team is based in Toronto, Canada and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Pickering, Canada
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Caribbean HR Solutions, a small Accounting company, is headquartered in Pickering, Canada. Their services include Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Strategic HR Asset is a small Toronto, Canada-based Accounting company. The team offers Accounting and HR Consulting.
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UndisclosedUndisclosed50 - 249New York, NY
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The Forum Group is a Staffing company in New York, New York. Founded in 1974, the team focuses on Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Aspire Business Solutions Inc. Is an Accounting company. Located in Toronto, Canada, their team provides Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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H And Z Recruitment Sevices is a small Accounting company based in Toronto, Canada. The team offers Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9East Gwillimbury, Canada
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Get Fillip is an Accounting company. They focus on Accounting and HR Consulting and are based in East Gwillimbury, Canada.
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UndisclosedUndisclosed2 - 9
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GBC - Graham Brown Consulting Inc. Is an Accounting company. Their small team is located in Richmond Hill, Canada. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Humi is a small HR Consulting company located in Toronto, Canada. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Collage HR is an Accounting company. The agency is headquartered in Toronto, Canada. Their services include Accounting 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.