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 - 9Edinburgh , Scotland
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Cobalt Accountancy is an Accounting company. Based in Edinburgh , Scotland, the agency was launched in 2007. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Edinburgh , Scotland
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David Marshall Associates is an Accounting company. Their small team is headquartered in Edinburgh , Scotland. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Edinburgh , Scotland
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EAFS Consulting is an Accounting company. Their team is headquartered in Edinburgh , Scotland and provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerEatontown, NJ
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AdminiSMART is a HR Consulting company in Eatontown, New Jersey. They offer HR Consulting and PEO/Employee Leasing and were established in 2016.
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UndisclosedUndisclosed10 - 49Edinburgh, Scotland
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AH & Co Limited, Chartered Accountants is a small Accounting company in Edinburgh, Scotland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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J S Accounting Services is a small Accounting company headquartered in Edinburgh, Scotland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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LWJ & Co is an Accounting company based in Edinburgh , Scotland. Launched in 2001, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Founded in 2015, Sense Accounting and Bookkeeping Limited is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Mitchell Edwards is an Accounting company. Their team is located in Edinburgh , Scotland and provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Assessor Consulting Ltd is an Accounting company. They are in Edinburgh , Scotland and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Edinburgh, Scotland
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Gibson McKerrell Brown LLP is an Accounting company. They are headquartered in Edinburgh, Scotland and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed1,000 - 9,999Edinburgh , Scotland
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RSM UK is an Edinburgh , Scotland-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bolton, England
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SND is a Business Consulting company. They are located in Bolton, England and have small team. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Bolton, England
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Thornton & Lowe is a Bolton, England-based Business Consulting company. Founded in 2009, the team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Bolton, England
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Best Practice Group plc is a Business Consulting company. They provide Business Consulting and Accounting and were established in 2000.
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UndisclosedUndisclosed2 - 9Victoria, Canada
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& then sum consulting ltd. Is a small Business Consulting company established in 2011. Their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Rochester Hills, MI
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ElShaddai Consulting is a HR Consulting company. They are based in Rochester Hills, Michigan. Their team offers HR Consulting and Recruiting.
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UndisclosedUndisclosed10 - 49New York, NY
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Tradewind Markets, Inc. Is an Accounting company. The New York, New York-based company provides Accounting and Advertising.
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UndisclosedUndisclosed10,000+New York, NY
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MUFG is a large Accounting company in New York, New York. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Birmingham, AL
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Galactic, Inc., a HR Consulting company, was established in 1997. The small team provides HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Edinburgh, Scotland
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Sutherland Black Chartered Accountants is an Accounting company. Established in 2007, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Edinburgh , Scotland
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Thomson Cooper Accountants is an Accounting company. In Edinburgh , Scotland, the firm was established in 1949. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Edinburgh , Scotland
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Whitelaw Wells is an Accounting company. They provide Accounting and Business Consulting and were founded in 1970.
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UndisclosedUndisclosed2 - 9Stockport, England
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Parallax Consultancy Ltd is a small Accounting company. They provide Accounting and Business Consulting and were founded in 2008.
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UndisclosedUndisclosed2 - 9Stockport , England
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Established in 2005, Hilton Business Consultants is a Business Consulting company. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Stockport, England
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Smarter New Business is an Accounting company. Launched in 1998, the company is in Stockport, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Stockport, England
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Equity Solutions is a Business Consulting company. Founded in 2002, the agency is headquartered in Stockport, England. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Stockport, England
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Launched in 2005, OMNIS VAT CONSULTANCY LTD is a Business Consulting company. The firm focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Brown, Scott & Main, an Accounting company, is in Edinburgh, Scotland. They specialize in Accounting and Business Consulting and were founded in 1983.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Small Accounting company Facts & Figures, is located in Edinburgh , Scotland. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Edinburgh, Scotland
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Geoghegans Chartered Accountants is an Accounting company. Located in Edinburgh, Scotland, the agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Edinburgh, Scotland
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JRW, Chartered Accountants is an Accounting company. The team is located in Edinburgh, Scotland, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Bond CA, an Accounting company, focus on Accounting and Business Consulting. They were founded in 1995.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Accountancy Network is an Accounting company. Their small team is in Edinburgh , Scotland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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NMadvisory Ltd is an Accounting company. Their small team is based in Edinburgh, Scotland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Gillespie Tax Management Ltd, an Accounting company, specializes in Accounting and Business Consulting. The agency is based in Edinburgh , Scotland.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Small Accounting and Business Consulting company Accountants First, is headquartered in Edinburgh , Scotland. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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George + Co (Scotland) Ltd, a small Accounting company, is based in Edinburgh , Scotland. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Moncton, Canada
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MaxSys Staffing & Consulting, an Accounting company, was established in 1993. They offers Accounting and Call Center Services.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Established in 2008, Tax Physicians is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Launched in 1994, IndEco Strategic Consulting is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Accountancy Scotland, a small Accounting company, is located in Edinburgh, Scotland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Small Accounting company Fergusons, is located in Edinburgh, Scotland. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Based in Toronto, Canada, Field Accountants is an Accounting and Business Consulting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Edinburgh , Scotland
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Established in 1904, Grant Thornton UK LLP, a midsize Accounting company, is located in Edinburgh , Scotland. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Launched in 1928, Charles Burrows & Co, a small Accounting and Business Consulting company, is based in Edinburgh , Scotland. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Glass Accountancy is an Accounting and Business Consulting company. They are headquartered in Edinburgh , Scotland and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Buffalo, NY
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Launched in 1995, Employer Services Corporation is a HR Consulting company. The firm specializes in HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Callan Accountancy is an Accounting company. Their small team is based in Edinburgh, Scotland. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edinburgh , Scotland
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Allsquare (Edinburgh) Ltd is an Accounting company. The firm is located 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 -
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+$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 - 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.