Top Financial Services Firms
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Featured
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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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$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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$1,000+$100 - $149 / hr10 - 49Washington, DC
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See all 1 projectsAltruic Advisors is an accounting services firm that provides bookkeeping, payroll processing, and financial reporting. However, feedback indicates significant dissatisfaction, with 100% of reviewers expressing concerns about their reliability, professionalism, and security practices. Reviewers caution that Altruic Advisors may negatively impact nonprofit organizations, indicating a need for substantial improvements in their service delivery and client relations.
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UndisclosedUndisclosed50 - 249Cleveland, OH
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Founded in 1946, Barnes Wendling CPAs is an Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed50 - 249Peterborough, Canada
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Gauvreau Accounting Tax Law Advisory is an Accounting company. The Peterborough, Canada-based agency was founded in 2008. Their services include Accounting and Business Consulting.
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$5,000+Undisclosed10 - 49L'viv, Ukraine
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XLNT spaces is an IT staff augmentation company founded in 2010. The firm offers IT staff augmentation and E-Commerce Development.
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UndisclosedUndisclosed50 - 249Antwerpen, Belgium
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Sentiance is a data analytics company. Their team is in Antwerpen, Belgium and provides BI & big data consulting & SI and Artificial Intelligence.
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$1,000+$25 - $49 / hr10 - 49
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See all 1 projectsPACIFIC ACCOUNTING PTY LTD offers services including bookkeeping, tax preparation, and financial reporting. Overall feedback indicates significant dissatisfaction, citing incompetence, unreliability, and delays in service delivery. Clients have reported serious issues with the accuracy and timeliness of their work, leading to financial penalties and additional costs.
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Undisclosed< $25 / hr10 - 49Rajkot, India
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NAMRA NIMISH & CO. LLP (NNCL) is a small Accounting company established in 2018. Their services include Accounting.
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$25,000+Undisclosed50 - 249Praha 10, Czech Republic
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Based in Praha 10, Czech Republic, SiteOne, s.r.o. Is a midsize website development company. The team focuses on Web Development and Web Design.
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$1,000+< $25 / hr10 - 49
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Ayam Groups is a small Accounting company. The team focuses on Accounting and Translation.
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$1,000+$100 - $149 / hr10 - 49
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Finalysiz is a Dubai, United Arab Emirates-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$5,000+$150 - $199 / hr2 - 9Wallington, England
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Fast Growth Consulting Ltd is a small Financial Advising & Planning company launched in 2019. Their team focuses on Financial Advising & Planning and Funding & Investment.
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$1,000+Undisclosed250 - 999Gurugram, India
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In Gurugram, India, Oxyzo Financial Services is a midsize Commercial Financing company. Their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Vernon, WI
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Chortek LLP is an Accounting company. They are based in Vernon, Wisconsin and have midsize team. They focus on Accounting and IT managed services.
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UndisclosedUndisclosed10 - 49Creve Coeur, MO
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Established in 2001, Tom Dunn CPA Firm, a small Business Consulting company, is headquartered in Creve Coeur, Missouri. Their services include Business Consulting and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49West Jordan, UT
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See all 1 projectsUtah Real Estate Accountants provides comprehensive Accounting services, including Tax Preparation, for clients in various sectors. The reviews highlight their professionalism, accuracy, and supportive nature, with clients particularly appreciating the long-term reliability and seamless execution of tasks. Their ability to consistently deliver precise results without the need for revisions sets them apart in the industry.
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$1,000+$100 - $149 / hr10 - 49Atlanta, GA
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Fusion CPA is an Accounting company launched in 2011. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Muskego, WI
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See all 1 projectsBrew City Accounting and Tax is an accounting firm specializing in tax preparation and accounting services. However, based on the available review, their customer service is notably poor, with the reviewer reporting no responses despite multiple contacts and expressing dissatisfaction with their communication and workflow. This singular feedback suggests significant room for improvement in client relations and service delivery.
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UndisclosedUndisclosed250 - 999Coventry, England
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Corient Business Solution is an Accounting company. The Coventry, England-based firm specializes in Accounting.
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$5,000+$100 - $149 / hr10 - 49Dar-el-Beida, Morocco
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See all 1 projectsUpsilon Consulting SARL specializes in legal and tax due diligence, offering services such as bookkeeping, financial reporting, and tax preparation. The reviews highlight the firm's experienced and dynamic team, flexible cost structure, and impressive expertise in legal and tax matters, providing detailed, high-quality reports that significantly aid in investment evaluations.
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UndisclosedUndisclosed10 - 49Springfield, PA
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Brinker Simpson & Company, LLC is a small Springfield, Pennsylvania-based Back Office Outsourcing company. Their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed2 - 9Dubai, United Arab Emirates
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Capital Plus Auditing of Accounts is an Accounting and Financial Advising & Planning company founded in 2021. The company specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Treelife is an Accounting company. The Mumbai, India-based company was founded in 2015. Their team specializes in Accounting and Corporate Law.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
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Darcy Bookkeeping & Business Services, a small Accounting company, is located in Brisbane City, Australia and Perth, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Bristol, England
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See all 2 projectsReed & Co Accountants Limited offers services including annual accounts preparation, VAT, personal tax returns, and compliance management. Reviews consistently highlight their professionalism, use of top-tier software, and efficient, stress-free processes. Clients particularly commend the director, Paul Reed, for his detailed attention and helpful communication, making financial management straightforward and timely.
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$1,000+$25 - $49 / hr10 - 49Gurugram, India
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See all 1 projectsOptimar Consulting is a leading consulting & Virtual Captives solutions provider firm. As a trusted business consulting firm, Optimar collaborates with customers to advise, set up &
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$1,000+Undisclosed10 - 49Old Sarum, England
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Mint Financial Services is a Financial Advising & Planning company. Founded in 2019, their team focuses on Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Irvine, CA
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Cosentus, a Business Consulting and Accounting company, is in Irvine, California. They focus on Business Consulting and Accounting.
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$1,000+$25 - $49 / hr10 - 49Sofia, Bulgaria
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Established in 2019, ODEON msc - A TTC brand is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and HR Consulting.
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$1,000+< $25 / hr10 - 49دبي, United Arab Emirates
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Ismail Hajeir Auditing Of Accounts is a دبي, United Arab Emirates-based Accounting and Financial Advising & Planning company. They provide Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Ahmedabad, India
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Accounting company Whiz Software Solutions was established in 2008. The firm provides Accounting and Social Media Marketing.
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$1,000+< $25 / hr50 - 249Chennai, India
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Business Consulting company PKC Management Consulting was established in 1988. The team offers Business Consulting and Tax Law and is in Chennai, India and Vijayawada, India.
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List of the Top 15 Financial Services Companies
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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$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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
33.3/40.016.4/20 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 / 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 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 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+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% 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
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.