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 - 49Guelph, Canada
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Premium HR Solutions Inc. Is an Accounting company. They are based in Guelph, Canada and have small team. They provide Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Brampton, Canada
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AGA HR Inc is an Accounting company. They are headquartered in Brampton, Canada and have small team. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Kincardine, Canada
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Founded in 2009, Garneau Group is an Accounting company. The company offers Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Launched in 2017, Pomegranate Commercial Finance is a small Business Consulting company. Their services include Business Consulting and HR Consulting.
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UndisclosedUndisclosed2 - 9Lancashire, England
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Lee & Co is a small Accounting company based in Lancashire, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cheshire , England
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Exchange Street Executive Search is a Staffing company founded in 2002. Their team offers Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Manchester, England
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IDEAL RECRUIT LIMITED is a Business Consulting company. Launched in 2008, the company is headquartered in Manchester, England. Their team focuses on Business Consulting and Staffing.
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UndisclosedUndisclosed10 - 49Edinburgh, Scotland
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Acumen Financial Planning is a Business Consulting company. Their small team is headquartered in Edinburgh, Scotland and offers Business Consulting and Accounting. The company was founded in 2002.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Established in 2007, Futurity Financial Services Ltd, a small Business Consulting company, is headquartered in Edinburgh, Scotland. Their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Birmingham, England
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Headquartered in Birmingham, England, Greenwell Gleeson is an Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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MArtIt Staffing is an Accounting company. Based in Canada, the agency was founded in 2010. Their team offers Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49
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People Store, an Accounting company, is headquartered in. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Burlington, Canada
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Established in 1999, ABL Employment is a Staffing company. Their team specializes in Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Located in Toronto, Canada, IQ PARTNERS Inc. Is a Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Costa Law Firm is an Accounting and Business Consulting company. They are in Toronto, Canada and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Headquartered in Edinburgh , Scotland, JM IFA Ltd is a small Business Consulting company. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Hall Green, Birmingham, England
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In Hall Green, Birmingham, England, Able Personnel is a small Recruiting company. Their services include Recruiting and Accounting.
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UndisclosedUndisclosed10 - 49Solihull, West Midlands, England
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Kate+Co Recruitment, a Recruiting company, was established in 1997. The company focuses on Recruiting and Accounting, and is small.
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UndisclosedUndisclosed2 - 9Manchester, England
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Located in Manchester, England, Wilkinson PPI Limited is a small call center service. The team focuses on Call Center Services and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Edinburgh Wealth Management, a Business Consulting company, was launched in 2003. The small team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Heritable Financial Planning is a Business Consulting company. Launched in 2001, the company is located in Edinburgh , Scotland. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Milton Cooper is a Recruiting company. Their small team is headquartered in London, England and offers Recruiting and Accounting. The firm was founded in 2009.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Established in 2007, Wishart Wealth Management Ltd is a Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Accounting Business Consultants is a small Business Consulting company headquartered in Edinburgh , Scotland. The team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Crandles & Co LLP is an Edinburgh , Scotland-based Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Birmingham, England
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001 Inspiration is a HR Consulting company. The agency is headquartered in Birmingham, England. Their team specializes in HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Edgbaston, Birmingham, England
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Hive360 is a Recruiting company established in 2016. The company offers Recruiting and HR Consulting, and is small.
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UndisclosedUndisclosed50 - 249Broxburn , Scotland
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A9 Partnership Ltd is an Accounting company in Broxburn , Scotland. Established in 1999, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Accounting company Anderson Ballantine provides Accounting and Business Consulting. They are in Edinburgh , Scotland.
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UndisclosedUndisclosed10 - 49Edinburgh , Scotland
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BG Connor & Co is an Accounting company. Their small team is based in Edinburgh , Scotland. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Accounting Principals is a Chicago, Illinois-based Accounting and Staffing company. They provide Accounting and Staffing and were founded in 2010.
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UndisclosedUndisclosed2 - 9Markham, Canada
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In Markham, Canada, First Financial Controller Inc. Is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burlington, Canada
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Way-2-India Business Consultants is a small Business Consulting company in Burlington, Canada. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Plattsburgh, NY
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Founded in 2008, Triton Benefits and HR Solutions is a HR Consulting company. The team focuses on HR Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Denver, CO
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Founded in 2006, Employers Edge is a midsize HR Consulting company. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Falkirk , Scotland
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Barrie Scott & Co. Is a small Accounting company. They offer Accounting and Business Consulting and were established in 1975.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Beyond the Numbers is an Accounting company. Their small team is located in Edinburgh, Scotland. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Bolland & Burke, an Accounting company, focuses on Accounting and Business Consulting. The agency is in Edinburgh, Scotland.
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UndisclosedUndisclosed10 - 49Edinburgh, Scotland
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A4Double Accountancy is an Accounting company. They provide Accounting and Business Consulting and were launched in 2008.
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UndisclosedUndisclosed10 - 49Edinburgh, Scotland
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Established in 2007, Johnston Smillie Ltd is an Accounting company. The agency offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Edinburgh , Scotland
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Founded in 1987, Steedman and Company Ltd. Is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Barry, Wales
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James Fraser & Co., an Accounting company, was launched in 1987. They offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Gaithersburg, MD
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Benepay Technologies is a HR Consulting company established in 2003. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Edinburgh, Scotland
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Cowan & Partners Ltd. Is an Accounting company established in 1972. In Edinburgh, Scotland, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Boulder, CO
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HRMS Solutions, Inc. Is an Accounting and HR Consulting company established in 2003. In Boulder, Colorado, the team offers Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Robbinsville Township, NJ
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TRICORE is a Robbinsville Township, New Jersey-based HR Consulting company. They specialize in HR Consulting and Accounting.
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UndisclosedUndisclosed1,000 - 9,999Edinburgh , Scotland
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Accounting company BDO UK LLP is in Edinburgh , Scotland. Founded in 1903, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Edinburgh , Scotland
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Johnston Carmichael Chartered Accountants and Business Advisers, a midsize Accounting company, is in Edinburgh , Scotland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Frosts Chartered Accountants is an Accounting company. They are in Edinburgh, Scotland and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Bottom Line Consultancy is a small Accounting company headquartered in Edinburgh, Scotland. Their services include Accounting and Business Consulting.
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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.