Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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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, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
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$1,000+$100 - $149 / hr2 - 9Phoenix, AZ
Services provided
Accounting company ACCOUNTING PRO was established in 2010. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Phoenix, AZ
Services provided
Baldwin & Baldwin is a small Accounting company. They specialize in Accounting and were founded in 2014.
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$1,000+$100 - $149 / hr10 - 49Phoenix, AZ
Services provided
Cavazos Acct is an Accounting company. Their team is in Phoenix, Arizona and offers Accounting.
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$1,000+$100 - $149 / hr2 - 9Phoenix, AZ
Services provided
Foster Financial , an Accounting company, was founded in 2016. The small team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Phoenix, AZ
Services provided
Heritage Advisors is an Accounting company. Headquartered in Phoenix, Arizona, the agency focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Houston, TX
Services provided
Virjee Consulting is an Accounting company. Their team is based in Houston, Texas. The company offers Accounting.
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$1,000+$100 - $149 / hr2 - 9Houston, TX
Services provided
In Houston, Texas and Houston, Texas, AP CPA PLLC is an Accounting company. Established in 2011, the team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Houston, TX
Services provided
AcctTwo is an Accounting company. They are based in Houston, Texas and have small team of experts. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Stafford, TX
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Accounting company Matthews, Samuel & Associates, PC CPAs is headquartered in Stafford, Texas. Established in 2013, the team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Houston, TX
Services provided
Launched in 2012, Back Tax Resolution is an Accounting company. The team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Katy, TX
Services provided
Dillon CPAs, PLLC is an Accounting company. Founded in 2011, the company focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Philadelphia, PA
Services provided
Accounting company Frankford Tax provides Accounting. They were established in 2013.
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$1,000+$100 - $149 / hr2 - 9Philadelphia, PA
Services provided
Founded in 2014, CGO Consultants, a small Accounting company, is in Philadelphia, Pennsylvania and Silver Spring, Maryland. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Philadelphia, PA
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Established in 2015, Matrix is an Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Philadelphia, PA
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Accounting company J. Miller & Asso provides Accounting. They were founded in 2010.
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$1,000+$100 - $149 / hr2 - 9Washington, DC
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Accounting 4 DC is an Accounting company. They are based in Washington, District of Columbia, and their services include Accounting.
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$1,000+< $25 / hr10 - 49Singapore, Singapore
Services provided
Launched in 2007, A.1. Business PTE LTD is a small Accounting and Back Office Outsourcing company based in Singapore, Singapore. Their team focuses on Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr250 - 999Toronto, Canada
Services provided
Task Network, a midsize Back Office Outsourcing company, is located in Toronto, Canada. Their services include Back Office Outsourcing and Accounting.
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$1,000+< $25 / hr2 - 9High Bank Lane Lostock, England
Services provided
Small Back Office Outsourcing company Valetime Group, is located in High Bank Lane Lostock, England. Their services include Back Office Outsourcing and Business Consulting.
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$1,000+< $25 / hr2 - 9Belfast, Northern Ireland
Services provided
VIable CS is a small Accounting company launched in 2016. Their services include Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr50 - 249Mississauga, Canada
Services provided
Kaya Systems is a midsize Back Office Outsourcing company in Mississauga, Canada. The team specializes in Back Office Outsourcing and Accounting.
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$1,000+< $25 / hr2 - 9Toronto, Canada
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Back Office Outsourcing company AdvansisVirtual was established in 2014. The company offers Back Office Outsourcing and Accounting.
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$1,000+< $25 / hr2 - 9Barrie, Canada
Services provided
ExecutiveAssistance Business Solutions Inc. Is a small Barrie, Canada-based Back Office Outsourcing company. Their services include Back Office Outsourcing and Business Consulting.
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UndisclosedUndisclosed10 - 49Kettering, Northants, England
Services provided
Business HR Solutions is a HR Consulting company based in Kettering, Northants, England. Established in 2001, the team offers HR Consulting and HR Outsourcing.
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$10,000+$150 - $199 / hr2 - 9
Services provided
Founded in 2013, Instant Lolly is an Accounting company. The team specializes in Accounting.
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$5,000+$100 - $149 / hr250 - 999Brighton, England
Services provided
Access Alto is an IT managed services company. They are headquartered in Brighton, England, and their services include IT managed services and Accounting.
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$5,000+$100 - $149 / hr50 - 249London, England
Services provided
Launched in 1957, Carter Backer Winter LLP, a midsize Accounting company, is based in London, England. Their team offers Accounting and HR Consulting.
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$5,000+$100 - $149 / hr10 - 49London, England
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Hillman Saunders is a HR Consulting company. Launched in 1989, the company is based in London, England. Their services include HR Consulting and Accounting.
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$5,000+$100 - $149 / hr50 - 249London, England
Services provided
Argyll Scott is a Recruiting company. The team offers Recruiting and HR Outsourcing and is based in London, England.
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$5,000+$100 - $149 / hr2 - 9
Services provided
Silver Cloud HR, an Accounting and HR Consulting company, is based in London, England. They provide Accounting and HR Consulting.
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$5,000+$50 - $99 / hr2 - 9
Services provided
Kitarra is a Marketing Strategy company. Founded in 2005, the team focuses on Marketing Strategy and Accounting.
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$1,000+$25 - $49 / hr10 - 49Redwood City, CA
Services provided
Launched in 2004, EM Marketing is a branding company. The team focuses on Branding and Content Marketing and is headquartered in Redwood City, California.
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$1,000+$25 - $49 / hr50 - 249Duluth, GA
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NetPEO is an Accounting company. Headquartered in Duluth, Georgia, the agency was established in 2000. Their services include Accounting and HR Consulting.
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$10,000+$150 - $199 / hr2 - 9Kingston upon Thames, England
Services provided
Dh Payroll is an Accounting company. They are based in Kingston upon Thames, England and have small team. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$100 - $149 / hr10 - 49Los Angeles, CA
Services provided
Kento Systems is a small Accounting company. Launched in 1990, the team offers Accounting and Branding.
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$25,000+$100 - $149 / hr1,000 - 9,999Boston, MA
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Eze Software, a custom software development firm, is based in Boston, Massachusetts and Hyderabad , India. Established in 1995, the team specializes in Custom Software Development and Accounting.
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$5,000+$100 - $149 / hr10 - 49Albuquerque, NM
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Burgmaier & Associates, a small Accounting company, is headquartered in Albuquerque, New Mexico. Their services include Accounting.
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$1,000+< $25 / hr10,000+New York, NY
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Genpact is a Back Office Outsourcing company. Their team is in New York, New York and specializes in Back Office Outsourcing and Artificial Intelligence.
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$1,000+< $25 / hr50 - 249Webster, NY
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Datrose is a call center company in Webster, New York. Founded in 1976, the team focuses on Call Center Services and Accounting.
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$1,000+< $25 / hr50 - 249San Francisco, CA
Services provided
Countsy is a midsize Accounting company headquartered in San Francisco, California. The team provides Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr250 - 999Livermore, CA
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Performant is an answering service launched in 1976. The team focuses on Call Center Services and Accounting.
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$1,000+< $25 / hr250 - 999Wakefield, MA
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Vestmark is an Accounting company. They are headquartered in Wakefield, Massachusetts. Their team specializes in Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr10 - 49San Francisco, CA
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HireAthena is an Accounting company. They are located in San Francisco, California and have small team. Their services include Accounting and Call Center Services.
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$1,000+< $25 / hr2 - 9Oakland, CA
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Accounting company Nonprofit Suite was launched in 2005. The team specializes in Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr1,000 - 9,999Windsor, CT
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Headquartered in Windsor, Connecticut and Boston, Massachusetts, SS&C Technologies is a call center service. They specialize in Call Center Services and Accounting.
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$5,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
Officengine is an Accounting company. The team is headquartered in San Francisco, California, and their services include Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr2 - 9San Francisco, CA
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In San Francisco, California, CEO Services USA is an Accounting company. The team offers Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr50 - 249Mansfield, MA
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HR Knowledge is an Accounting company established in 2001. The firm provides Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr2 - 9Newton, MA
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Data Hub Boston is a Back Office Outsourcing company. They offer Back Office Outsourcing and Accounting and were founded in 2004. The company is in Newton, Massachusetts.
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$1,000+< $25 / hr1,000 - 9,999New York, NY
Services provided
Vee Technologies is an AI development company located in New York, New York. Their services include Artificial Intelligence and Back Office Outsourcing.
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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.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
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
37.8/40.017.8/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.5/40.016.8/20 Reviews10/10 Clients & Experience9.7/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.4/40.016.8/20 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+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
35.7/40.017.6/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
25% Accounting75% 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 - $49 / hr1,000 - 9,999
Ability to deliver
35.3/40.016.2/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
33.7/40.016.4/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.6/40.017/20 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 -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.6/40.016.2/20 Reviews9.8/10 Clients & Experience6.6/10 Market PresenceService focus
80% Accounting20% 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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.1/40.018/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
31.9/40.017.6/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.4/20 Reviews8.4/10 Clients & Experience7/10 Market PresenceService focus
75% Accounting25% 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 -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
31.8/40.016.2/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.7/40.016.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.7/40.016.2/20 Reviews10/10 Clients & Experience5.5/10 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.