Top Financial Services Firms
-
Featured
What are Featured Providers?
$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.
-
UndisclosedUndisclosed50 - 249Dhaka, Bangladesh
Services provided
Launched in 2004, Trax Technologies Limited is an Accounting company. Their team offers Accounting and Custom Software Development.
Read more -
UndisclosedUndisclosed10 - 49Dhaka, Bangladesh
Services provided
LightSpeed Source is a Dhaka, Bangladesh-based Accounting company. The team focuses on Accounting and Custom Software Development.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
Shahin's Helpline, a small Accounting company, is headquartered in Dhaka, Bangladesh. The team specializes in Accounting and IT strategy consulting.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
WorkSMART Consulting, an Accounting company, was launched in 2016. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Dhaka, Bangladesh
Services provided
Serviq International Limited is a midsize Accounting company headquartered in Dhaka, Bangladesh. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
Back Office People is an Accounting company. Founded in 2009, the firm offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
In Kitchener, Canada, MyCxO Canada is a Business Consulting company. The team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Analytix Accounting & Bookkeeping is an Accounting company. Their small team is located in Dubai, United Arab Emirates. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Established in 2017, Majed Alshamsi Auditing is an Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Abu Dhabi, United Arab Emirates
Services provided
VatMan Gulf is an Accounting company. Their small team is in Abu Dhabi, United Arab Emirates. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
FAHMIA, INC is an Accounting and Business Consulting company based in Torrance, California. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Abu Dhabi, United Arab Emirates
Services provided
Active Directory Auditing is an Accounting company. They were founded in 2016, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Abu Dhabi, United Arab Emirates
Services provided
Headquartered in Abu Dhabi, United Arab Emirates, TAWAFOQ Accounting & Auditing is a small Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fujairah, United Arab Emirates
Services provided
Outsource Accounting Services, an Accounting company, was launched in 2018. Located in Fujairah, United Arab Emirates, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
Small Accounting company Syful Shamsul Alam & Co., is headquartered in Dhaka, Bangladesh. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
BizRadix is an Accounting company. Their small team is located in Dhaka, Bangladesh. Their services include Accounting and ERP consulting and SI.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
Accounting company Prothoma Consultancy is based in Dhaka, Bangladesh. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Dhaka, Bangladesh
Services provided
Rahman Mostafa Alam & Co. (Chartered Accountants) is an Accounting company. Based in Dhaka, Bangladesh, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Dhaka, Bangladesh
Services provided
Founded in 2015, FM CONSULTING INTERNATIONAL is an Accounting company. The small team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Dhaka, Bangladesh
Services provided
E-Zone Limited is an Accounting company. The team is based in Dhaka, Bangladesh, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Dhaka, Bangladesh
Services provided
Consumark Limited is an Accounting company. Their small team is based in Dhaka, Bangladesh and specializes in Accounting and Business Consulting. The company was founded in 1995.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
Greenhr is a small Dhaka, Bangladesh-based Accounting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Culver City, CA
Services provided
Patin & Associates is an Accounting company. The Culver City, California-based agency was founded in 2011. Their services include Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Cooper's Accounting Service, an Accounting company, was launched in 1997. The agency offers Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
AMC CPAs & Consultants is a Los Angeles, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
Launched in 2009, Trumpet Financial Group is an Accounting company. The company focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Headquartered in Los Angeles, California, Manela & Co. Is an Accounting company. Established in 2005, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Richmond, Canada
Services provided
New Life Management Services Inc. Is a Richmond, Canada-based Business Consulting company. They specialize in Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Dhaka, Bangladesh
Services provided
HR Solutions BD is an Accounting company. Their small team is in Dhaka, Bangladesh and specializes in Accounting and Business Consulting. The agency was founded in 2016.
Read more -
UndisclosedUndisclosed10 - 49Dhaka, Bangladesh
Services provided
HR Payroll Outsourcing BD, an Accounting company, is located in Dhaka, Bangladesh. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
MABS & J Partners, Chartered Accountants is an Accounting company. Their team is headquartered in Dhaka, Bangladesh. The firm provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosedFreelancerDhaka, Bangladesh
Services provided
Established in 1967, K.M.ALAM & CO is an Accounting company. In Dhaka, Bangladesh, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
M. A. FAZAL & CO. - CHARTERED ACCOUNTANTS is a small Dhaka, Bangladesh-based Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
Podder & Associates is an Accounting company. The company is based in Dhaka, Bangladesh. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Dhaka, Bangladesh
Services provided
Zoha Zaman Kabir Rashid & Co., an Accounting company, was launched in 1978. The team specializes in Accounting and Business Consulting and is based in Dhaka, Bangladesh.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
HBD & CO CHARTERED ACCOUNTANTS is a small Accounting company. Founded in 2013, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
Establish Bangladesh is an Accounting company. Their small team is located in Dhaka, Bangladesh. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
Zaafco Accountants & Tax Consultant, an Accounting company, is located in Dhaka, Bangladesh. They specialize in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
HR SERVICES Bangladesh is a small Accounting company based in Dhaka, Bangladesh. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9ঢাকা, Bangladesh
Services provided
First Selection Bangladesh is a small ঢাকা, Bangladesh-based Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
AZ Consultants Limited is a Dhaka, Bangladesh-based Accounting company. Established in 2011, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9ঢাকা, Bangladesh
Services provided
Monower Associates is a small Accounting company based in ঢাকা, Bangladesh. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Mobile, AL
Services provided
ELM is an Accounting company. The Mobile, Alabama-based firm was founded in 2000. Their team offers Accounting and Recruiting.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
Corporate HR Excellence of Bangladesh is an Accounting company. The Dhaka, Bangladesh-based company provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Dothan, AL
Services provided
PRemployer is an Accounting company. The team focuses on Accounting and Recruiting, and the company is headquartered in Dothan, Alabama.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Launched in 2004, Equilibrium Financial is an Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sharjah, United Arab Emirates
Services provided
Aurion Business Consultants is a Business Consulting company in Sharjah, United Arab Emirates. They focus on Business Consulting and Accounting and were launched in 2007.
Read more -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
Vertex Global Consultants, a small Business Consulting company, is located in Dubai, United Arab Emirates. The team provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
TOP GROUP of Companies is a small Dubai, United Arab Emirates-based Accounting company. Their services include Accounting and Call Center Services.
Read more -
UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Nex Consultants is an Accounting company. They were launched in 2016 and offer Accounting and Business Consulting.
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 - 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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 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 -
$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.