Top Financial Services Firms
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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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UndisclosedUndisclosed2 - 9Montréal, Canada
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ATS Consulting, an Accounting company, is headquartered in Montréal, Canada. They provide Accounting.
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UndisclosedUndisclosed10 - 49Montreal, Canada
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Boily Handfield is an Accounting company founded in 1965. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Wardcom is a small Accounting company located in Montréal, Canada. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Montréal, Canada
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In Montréal, Canada, UHY Victor is an Accounting and Business Consulting company. Launched in 1932, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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In Montréal, Canada, Syd William Accounting is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Montreal, Canada
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Stein Jacobs Krolik is a Business Consulting company in Montreal, Canada. They offer Business Consulting and Accounting and were launched in 1954.
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UndisclosedUndisclosed2 - 9Côte Saint-Luc, Canada
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Headquartered in Côte Saint-Luc, Canada, DFD CPA is a small Business Consulting company. The team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Wintax, an Accounting company, is based in Montréal, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Gatineau, Canada
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Welch LLP is an Accounting company founded in 1918. Located in Gatineau, Canada, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Prévost, Canada
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Papillon & Associates Inc. Is an Accounting company. The Prévost, Canada-based team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Small Accounting company Paul Rioux CPA Inc., is located in Montréal, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Bismark Tax, an Accounting and Business Consulting company, provides Accounting and Business Consulting. The company is in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Westmount, Canada
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Levi & Levi, LLP is a small Westmount, Canada-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mont-Royal, Canada
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DNTW is a small Mont-Royal, Canada-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Crammer, Inc. Is a small Accounting company based in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Arcadia, CA
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In Arcadia, California, Libman Tax Strategies is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Boise, ID
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Ataraxis, Inc. Is an Accounting and HR Consulting company. The company is headquartered in Boise, Idaho. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Boise, ID
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Based in Boise, Idaho, Verity Business Consulting is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
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ASAP HR Consultancy & Recruitment Solutions, an Accounting company, is based in Dhaka, Bangladesh. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tempe, AZ
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In Tempe, Arizona, Brady Consulting Services is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999San Francisco, CA
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M Squared Consulting, a Business Consulting company, offer Business Consulting and Finance & Accounting Outsourcing (FAO). They were launched in 1988.
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UndisclosedUndisclosed2 - 9Muskegon, MI
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Forrest Tax & Accounting, a small Accounting company, is headquartered in Muskegon, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9St. Albert, Canada
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Bliss Business Services is an Accounting company launched in 2015. The team specializes in Accounting and Business Consulting and is headquartered in St. Albert, Canada.
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UndisclosedUndisclosed2 - 9Lyon Charter Township, MI
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BW Smith + Company PC is an Accounting company. Their team is based in Lyon Charter Township, Michigan. The firm focuses on Accounting.
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UndisclosedUndisclosed50 - 249Hillsboro, OR
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Founded in 2012, Cinder Staffing, a midsize Staffing company, is located in Hillsboro, Oregon. Their team provides Staffing and Accounting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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A. Bertucci, CPA is an Accounting company based in Montréal, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Livonia, MI
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Located in Livonia, Michigan, Sasena's Accounting & tax is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Montreal, Canada
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Pauls & Associates is a small Accounting company headquartered in Montreal, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roseville, MI
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Small Accounting company Alltax Income Tax Services, is located in Roseville, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brossard, Canada
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Tax Defenders is an Accounting company. Their small team is headquartered in Brossard, Canada. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Shawville, Canada
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Peter B. Smith, CPA, S.E.N.C., a small Accounting company, is located in Shawville, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Small Accounting company Martin & Cie, is in Montréal, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Santa Monica, CA
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Accounting company Robert Ricco, Inc, An Accountancy Corp was established in 2013. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Los Angeles, CA
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IRBusiness is an Accounting company. They are located in East Los Angeles, California and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Topeka, KS
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JM Staffing, an Accounting company, was launched in 2010. The agency provides Accounting and Staffing, and is small.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Impots Ici is an Accounting company. The team offers Accounting, and the agency is headquartered in Montréal, Canada.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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In Montréal, Canada, Expert Fiscaliste is an Accounting company. Founded in 2005, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Small Accounting company Vtac Accounting & Tax, is based in Montréal, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pointe-Claire, Canada
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Whitrod Leduc CPA, an Accounting company, was established in 2002. The team specializes in Accounting and is headquartered in Pointe-Claire, Canada.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Groupe Strategie Conseil Inc. Is a small Accounting company launched in 2002. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montreal, Canada
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Barsalou Lawson Rheault is an Accounting company. They are in Montreal, Canada and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Québec, Canada
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Established in 2014, GRL S.E.N.C.R.L is an Accounting company. The firm specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Aurora, IL
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Labor Network, a Staffing company, was launched in 1994. The firm offers Staffing and Accounting, and is small.
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UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
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Small Accounting company ERP Consultants BD Ltd., is based in Dhaka, Bangladesh. The team provides Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Culver City, CA
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GMCPA Accounting and Tax Service is a small Culver City, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Colorado Springs, CO
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The Bookkeeper & Co. Is a small Accounting and Business Consulting company based in Colorado Springs, Colorado. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Québec, Canada
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Azimut Comptabilite is an Accounting company. They are headquartered in Québec, Canada and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Monrovia, CA
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Baxter Tax Consulting is a small Monrovia, California-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Quebec City, Canada
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Audet Beaudoin Girard is an Accounting company launched in 1977. The team focuses on Accounting and Business Consulting and is in Quebec City, Canada.
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UndisclosedUndisclosed2 - 9Québec, Canada
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Small Accounting company JD Services Comptables, is based in Québec, Canada. Their services include Accounting and Business Consulting.
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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
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.