Top Financial Services Firms
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Featured
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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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UndisclosedUndisclosed2 - 9Visalia, CA
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See all 1 projectsANJA, Inc. is a CPA firm offering Accounting Services, including Tax Preparation and Financial Reporting. While the professional demeanor of the team and their approachable nature are noted strengths, approximately 100% of the feedback mentions recurring errors in tax processing and inadequate communication in addressing mistakes, highlighting areas for improvement in accuracy and responsiveness.
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UndisclosedUndisclosed2 - 9Houston, TX
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See all 1 projectsFrank J. Kalenda, CPA is an accounting services firm offering expertise in tax preparation, bookkeeping, and financial advisory. While praised for precision and thoroughness, a notable issue highlighted by clients involves timeliness, with 100% of reviewers mentioning delays in tax filings, leading to fines. The firm demonstrates competence in financial statement preparation and accounting processes.
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UndisclosedUndisclosed10 - 49Wiesbaden, Germany
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See all 1 projectsfirma.de is an accounting services firm offering bookkeeping, tax preparation, and advisory services. However, feedback indicates challenges in communication and project management, with 20% of emails reportedly going unanswered and slow turnaround times. A significant portion of clients, including 100% from this review, highlighted a lack of expectations alignment and responsiveness.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsCon Dolan Accountants is an accounting services firm providing bookkeeping, tax preparation, and financial reporting. Clients appreciate their timely completion of work, with 100% of reviews highlighting their punctuality. However, communication is noted as an area for improvement, with some clients suggesting enhancements in customer service interactions.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsCapital Auditores specializes in Accounting Services, focusing on Business Auditing and Financial Statement Preparation. While they have demonstrated competence in verifying accounting information, feedback indicates they initially struggled to understand specific client needs, and a significant accounting error was noted in 2020. Despite these challenges, they have maintained an ongoing relationship with clients, suggesting a satisfactory level of service continuity.
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UndisclosedUndisclosed1,000 - 9,999Kuala Lumpur, Malaysia
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PropertyGuru Finance is a Financial Advising & Planning company located in Kuala Lumpur, Malaysia. They focus on Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Chicago, IL
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See all 5 projectsParo is a company purportedly providing accounting services, including bookkeeping and fractional CFO services. However, their reviews highlight significant dissatisfaction, with 100% of the feedback being negative. Common criticisms include incompetence, poor customer support, overbilling, and ethical concerns in business dealings. Issues such as failure in tax filing preparedness and lack of support for resolving disputes are recurrent themes.
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$1,000+Undisclosed50 - 249Mumbai, India
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Equirus Wealth is a Financial Advising & Planning company. They are in Mumbai, India and Ahmedabad, India. Their team provides Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed50 - 249Reston, VA
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LeaseAccelerator, a Commercial Brokerage Services and Financial Advising & Planning company, offer Commercial Brokerage Services and Financial Advising & Planning. They were launched in 2009.
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$1,000+$50 - $99 / hr10 - 49Washington, DC
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Established in 2015, Trust Consulting Services is an IT strategy consulting company. Their team focuses on IT strategy consulting and Business Consulting.
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$1,000+< $25 / hr50 - 249Durgapur, India
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Swadesh Softwares Pvt. Ltd., a custom software development company, was launched in 2011. They offers Custom Software Development and E-Commerce Development.
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UndisclosedUndisclosed50 - 249Ciudad de México, Mexico
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Buzón E is an IT managed services company. Their midsize team of employees is located in Ciudad de México, Mexico. Their team offers IT managed services and Business Consulting.
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UndisclosedUndisclosed50 - 249Reston, VA
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See all 3 projectsBookKeeping Express is an accounting services company offering bookkeeping, financial reporting, and tax preparation. Customer feedback is mixed; one reviewer praised their efficiency and partnership, while another experienced significant failures in service delivery and communication. Approximately 50% of the reviews highlight effective collaboration, while the other 50% report issues such as delays and additional costs.
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$1,000+$25 - $49 / hr10 - 49Great Missenden, England
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CoCredo is an Accounting company. In Great Missenden, England, the team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
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HoriZen Capital is a Financial Advising & Planning company. Located in Edmonton, Canada, the firm was founded in 2018. Their services include Financial Advising & Planning and Business Consulting.
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$5,000+$50 - $99 / hr50 - 249Dubai, United Arab Emirates
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BMS Auditing is a midsize Accounting company. Founded in 2011, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Bloomington, MN
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Boyum Barenscheer is a Bloomington, Minnesota-based Accounting company. Founded in 1975, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr10 - 49دبي, United Arab Emirates
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Push Digits is an Accounting company. Established in 2014, the agency focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Small Business Consulting company Olmec Consulting, is based in Dubai, United Arab Emirates. The team focuses on Business Consulting and Market Research.
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UndisclosedUndisclosed1,000 - 9,999
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Saffery LLP is an Accounting company launched in 1855. Their team specializes in Accounting.
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$1,000+$25 - $49 / hr10 - 49Ahmedabad, India
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Siya Infotech Solution Pvt. Ltd. Is a mobile app development company. They are in Ahmedabad, India and Chattanooga, Tennessee, and their services include Mobile App Development and Web Development.
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Undisclosed< $25 / hr10 - 49
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RK Group, a Finance & Accounting Outsourcing (FAO) company, was launched in 2020. They offers Finance & Accounting Outsourcing (FAO) and Business Valuation Services.
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$1,000+< $25 / hr2 - 9Orlando, FL
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Founded in 2012, HF Holdings, Inc., a small Accounting company, is in Orlando, Florida and Sacramento, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Bengaluru, India
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ACTouch Technologies Pvt. Ltd., an Accounting company, was founded in 2013. The team provides Accounting and Contract Manufacturing.
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UndisclosedUndisclosed10 - 49Westport, CT
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Insurance Services & Brokers company Frontier Risk Group was founded in 2022. The small team focuses on Insurance Services & Brokers.
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$1,000+$50 - $99 / hr10 - 49Barcelona, Spain
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See all 1 projectsLexidy Law Boutique is an immigration law firm specializing in providing legal guidance for residency and visa applications. Despite being chosen for their high ratings, feedback indicates significant dissatisfaction, with 100% of reviewers highlighting issues such as poor communication, inadequate preparation, and a lack of proactive guidance, leading to unsuccessful outcomes and increased client costs.
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UndisclosedUndisclosed50 - 249Houston, TX
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Calvetti Ferguson is a Compliance Consulting company. They were established in 2003 and provide Compliance Consulting and Accounting.
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$1,000+$100 - $149 / hr2 - 9Edmonton, Canada
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See all 1 projectsBOMCAS CANADA offers a range of services including bookkeeping, tax preparation, and financial management strategies tailored to meet individual client needs. Reviews consistently commend their professionalism, personalized service, and expertise in maximizing tax savings and compliance. Clients highlight their responsiveness and commitment to delivering exceptional value, establishing BOMCAS CANADA as a reliable partner in financial management.
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$1,000+< $25 / hr50 - 249General Santos City, Philippines
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VirtualChampsGlobal is a web design company. In General Santos City, Philippines, the agency offers Web Design and UX/UI Design.
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UndisclosedUndisclosed250 - 999Lake Oswego, OR
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Founded in 1973, Aldrich is an Accounting company. The team provides Accounting and Business Consulting.
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$1,000+$100 - $149 / hr50 - 249Dallas, TX
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Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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Sameer Lakhani GCP is a Dubai, United Arab Emirates-based Commercial Brokerage Services company. They provide Commercial Brokerage Services and Commercial Property Management.
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$1,000+$150 - $199 / hr2 - 9Trussville, AL
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Established in 2018, Xaris Financial Enterprises is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
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$25,000+Undisclosed50 - 249Santa Clara, CA
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Accounting company RightRev is in Santa Clara, California. Their services include Accounting.
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$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
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Based in Dubai, United Arab Emirates, Simply Solved is an Accounting company. They offer Accounting and Corporate Law.
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$5,000+$200 - $300 / hr250 - 999Abu Dhabi, United Arab Emirates
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Midsize Commercial Development company Masdar, is in Abu Dhabi, United Arab Emirates. Their services include Commercial Development and Engineering.
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UndisclosedUndisclosed50 - 249Fairlawn, OH
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Fully Accountable is a Fairlawn, Ohio-based Accounting and Finance & Accounting Outsourcing (FAO) company. They provide Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Athina, Greece
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See all 1 projectsIntellectica P.C. Intellectica P.C. offers recruitment services, including job ad creation, candidate screening, and interview arrangements. Clients consistently praise their meticulous involvement, responsiveness, and flexible approach, resulting in successful and timely hires. Overall, the feedback highlights an effective and efficient collaboration process.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Azon Recruitment Group, a small Accounting company, is in Dublin, Ireland and Limerick, Ireland. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
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Established in 2007, Finsmart Accounting is a small New York, New York-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+Undisclosed50 - 249Austin, TX
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Accounting company Maxwell Locke & Ritter LLP is located in Austin, Texas. They focus on Accounting and Business Consulting and were established in 1991.
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UndisclosedUndisclosed1,000 - 9,999
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Integra Global Solutions UK is a Finance & Accounting Outsourcing (FAO) and Accounting company. The Ruislip, England-based agency offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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Pineapple Payments is an Other Application Development company headquartered in Pittsburgh, Pennsylvania. Their services include Other Application Development and Application Management & Support.
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$1,000+$100 - $149 / hr10 - 49Dubai, United Arab Emirates
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Accounting and HR Consulting company Yomly was established in 2022. The small team offers Accounting and HR Consulting.
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$1,000+$50 - $99 / hr10 - 49Kenosha, WI
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Smart Solutions CPA is an Accounting company. They are in Kenosha, Wisconsin and Chicago, Illinois, and their services include Accounting.
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$1,000+$25 - $49 / hr2 - 9
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See all 1 projectsBlue Ocean Strategic Advisors offer services in business process re-engineering, business growth advisory, and corporate leadership skill development. Clients consistently praise the company for their professional expertise, timely project delivery, and deep understanding of client needs, resulting in enhanced client satisfaction, increased team efficiency, and new business generation. The firm's alignment with client values and cost-effective pricing are also highlighted positively in reviews.
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UndisclosedUndisclosed50 - 249Cleveland, OH
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Established in 2012, airCFO, a midsize Accounting company, is headquartered in Cleveland, Ohio. Their services include Accounting and Fractional CFO Services.
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UndisclosedUndisclosed250 - 999Noida, India
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See all 1 projectsPureSoftware provides comprehensive development services, focusing on creating user-friendly e-commerce platforms with excellent UI and UX. Their clients consistently highlight the company's responsibility, timely delivery, and effectiveness in project management as key strengths. The overall feedback showcases PureSoftware's ability to deliver impactful and user-centric solutions.
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UndisclosedUndisclosed250 - 999Chennai, India
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Gofrugal is an application development firm. Their midsize team is based in Chennai, India and offers Mobile App Development and E-Commerce Development. The firm was established in 2004.
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Undisclosed$50 - $99 / hr2 - 9
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Berry & Associates is an Accounting company. Their small team is headquartered in Deerfield Beach, Florida. Their services include Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 -
$1,000+< $25 / hr1,000 - 9,999
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+$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 / 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+< $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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
$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 -
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.