Top Financial Services Firms
-
Featured
What are Featured Providers?
$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.
-
UndisclosedUndisclosed50 - 249Bloomington, MN
Services provided
Boyum Barenscheer is a Bloomington, Minnesota-based Accounting company. Founded in 1975, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$50 - $99 / hr10 - 49دبي, United Arab Emirates
Services provided
Push Digits is an Accounting company. Established in 2014, the agency focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Small Business Consulting company Olmec Consulting, is based in Dubai, United Arab Emirates. The team focuses on Business Consulting and Market Research.
Read more -
UndisclosedUndisclosed1,000 - 9,999
Services provided
Saffery LLP is an Accounting company launched in 1855. Their team specializes in Accounting.
Read more -
$1,000+$25 - $49 / hr10 - 49Ahmedabad, India
Services provided
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.
Read more -
Undisclosed< $25 / hr10 - 49
Services provided
RK Group, a Finance & Accounting Outsourcing (FAO) company, was launched in 2020. They offers Finance & Accounting Outsourcing (FAO) and Business Valuation Services.
Read more -
$1,000+< $25 / hr2 - 9Orlando, FL
Services provided
Founded in 2012, HF Holdings, Inc., a small Accounting company, is in Orlando, Florida and Sacramento, California. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Bengaluru, India
Services provided
ACTouch Technologies Pvt. Ltd., an Accounting company, was founded in 2013. The team provides Accounting and Contract Manufacturing.
Read more -
UndisclosedUndisclosed10 - 49Westport, CT
Services provided
Insurance Services & Brokers company Frontier Risk Group was founded in 2022. The small team focuses on Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed50 - 249Houston, TX
Services provided
Calvetti Ferguson is a Compliance Consulting company. They were established in 2003 and provide Compliance Consulting and Accounting.
Read more -
$1,000+$100 - $149 / hr2 - 9Edmonton, Canada
Services provided
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.
-
$1,000+< $25 / hr50 - 249General Santos City, Philippines
Services provided
VirtualChampsGlobal is a web design company. In General Santos City, Philippines, the agency offers Web Design and UX/UI Design.
Read more -
UndisclosedUndisclosed1,000 - 9,999
Services provided
Established in 2001, Office Beacon LLC is an Insurance Services & Brokers company. The team specializes in Insurance Services & Brokers and Graphic Design.
Read more -
UndisclosedUndisclosed250 - 999Lake Oswego, OR
Services provided
Founded in 1973, Aldrich is an Accounting company. The team provides Accounting and Business Consulting.
Read more -
$1,000+$100 - $149 / hr50 - 249Dallas, TX
Services provided
Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize.
Read more -
$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
Services provided
Sameer Lakhani GCP is a Dubai, United Arab Emirates-based Commercial Brokerage Services company. They provide Commercial Brokerage Services and Commercial Property Management.
Read more -
$1,000+$150 - $199 / hr2 - 9Trussville, AL
Services provided
Established in 2018, Xaris Financial Enterprises is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
Read more -
$25,000+Undisclosed50 - 249Santa Clara, CA
Services provided
Accounting company RightRev is in Santa Clara, California. Their services include Accounting.
Read more -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Services provided
Based in Dubai, United Arab Emirates, Simply Solved is an Accounting company. They offer Accounting and Corporate Law.
Read more -
$5,000+$200 - $300 / hr250 - 999Abu Dhabi, United Arab Emirates
Services provided
Midsize Commercial Development company Masdar, is in Abu Dhabi, United Arab Emirates. Their services include Commercial Development and Engineering.
Read more -
UndisclosedUndisclosed50 - 249Fairlawn, OH
Services provided
Fully Accountable is a Fairlawn, Ohio-based Accounting and Finance & Accounting Outsourcing (FAO) company. They provide Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Athina, Greece
Services provided
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.
-
UndisclosedUndisclosed10 - 49Dublin, Ireland
Services provided
Azon Recruitment Group, a small Accounting company, is in Dublin, Ireland and Limerick, Ireland. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
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.
Read more -
$1,000+Undisclosed50 - 249Austin, TX
Services provided
Accounting company Maxwell Locke & Ritter LLP is located in Austin, Texas. They focus on Accounting and Business Consulting and were established in 1991.
Read more -
UndisclosedUndisclosed1,000 - 9,999
Services provided
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.
Read more -
UndisclosedUndisclosed10 - 49Pittsburgh, PA
Services provided
Pineapple Payments is an Other Application Development company headquartered in Pittsburgh, Pennsylvania. Their services include Other Application Development and Application Management & Support.
Read more -
$1,000+$100 - $149 / hr10 - 49Dubai, United Arab Emirates
Services provided
Accounting and HR Consulting company Yomly was established in 2022. The small team offers Accounting and HR Consulting.
Read more -
$1,000+$50 - $99 / hr10 - 49Kenosha, WI
Services provided
Smart Solutions CPA is an Accounting company. They are in Kenosha, Wisconsin and Chicago, Illinois, and their services include Accounting.
Read more -
$1,000+$25 - $49 / hr2 - 9
Services provided
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.
-
UndisclosedUndisclosed50 - 249Cleveland, OH
Services provided
Established in 2012, airCFO, a midsize Accounting company, is headquartered in Cleveland, Ohio. Their services include Accounting and Fractional CFO Services.
Read more -
UndisclosedUndisclosed250 - 999Noida, India
Services provided
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.
-
UndisclosedUndisclosed250 - 999Chennai, India
Services provided
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.
Read more -
Undisclosed$50 - $99 / hr2 - 9
Services provided
Berry & Associates is an Accounting company. Their small team is headquartered in Deerfield Beach, Florida. Their services include Accounting and Business Consulting.
Read more -
$1,000+$100 - $149 / hr10 - 49Washington, DC
Services provided
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.
-
UndisclosedUndisclosed50 - 249Cleveland, OH
Services provided
Founded in 1946, Barnes Wendling CPAs is an Accounting company. Their team provides Accounting.
Read more -
UndisclosedUndisclosed50 - 249Peterborough, Canada
Services provided
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.
Read more -
$5,000+Undisclosed10 - 49L'viv, Ukraine
Services provided
XLNT spaces is an IT staff augmentation company founded in 2010. The firm offers IT staff augmentation and E-Commerce Development.
Read more -
UndisclosedUndisclosed50 - 249Antwerpen, Belgium
Services provided
Sentiance is a data analytics company. Their team is in Antwerpen, Belgium and provides BI & big data consulting & SI and Artificial Intelligence.
Read more -
$1,000+$25 - $49 / hr10 - 49
Services provided
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.
-
Undisclosed< $25 / hr10 - 49Rajkot, India
Services provided
NAMRA NIMISH & CO. LLP (NNCL) is a small Accounting company established in 2018. Their services include Accounting.
Read more -
$25,000+Undisclosed50 - 249Praha 10, Czech Republic
Services provided
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.
Read more -
$1,000+< $25 / hr10 - 49
Services provided
Ayam Groups is a small Accounting company. The team focuses on Accounting and Translation.
Read more -
$1,000+$100 - $149 / hr10 - 49
Services provided
Finalysiz is a Dubai, United Arab Emirates-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Commercial Financing.
Read more -
$5,000+$150 - $199 / hr2 - 9Wallington, England
Services provided
Fast Growth Consulting Ltd is a small Financial Advising & Planning company launched in 2019. Their team focuses on Financial Advising & Planning and Funding & Investment.
Read more -
$1,000+Undisclosed250 - 999Gurugram, India
Services provided
In Gurugram, India, Oxyzo Financial Services is a midsize Commercial Financing company. Their services include Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Vernon, WI
Services provided
Chortek LLP is an Accounting company. They are based in Vernon, Wisconsin and have midsize team. They focus on Accounting and IT managed services.
Read more -
UndisclosedUndisclosed10 - 49Creve Coeur, MO
Services provided
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.
Read more -
UndisclosedUndisclosed10 - 49West Jordan, UT
Services provided
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.
-
$1,000+$100 - $149 / hr10 - 49Atlanta, GA
Services provided
Fusion CPA is an Accounting company launched in 2011. The team provides Accounting and Financial Advising & Planning.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
$1,000+< $25 / hr250 - 999New York, NY
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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
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 -
$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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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+$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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
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+< $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 - 249Dallas, TX
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.