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 - 9Tualatin, OR
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American Admin is a HR Consulting company. They focus on HR Consulting and HR Outsourcing and were founded in 1995. The company is based in Tualatin, Oregon.
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UndisclosedUndisclosed2 - 9Beaverton, OR
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Portland Payroll is a small Accounting company located in Beaverton, Oregon. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Quebec City, Canada
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Gariepy Gravel Larouche Blouin is an Accounting company. Their small team is in Quebec City, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Quebec , Canada
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Jeunes Gestionnaires de la Capitale is a small Quebec , Canada-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Québec, Canada
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Based in Québec, Canada, Aubier St-Laurent is an Accounting company. Founded in 1993, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Québec, Canada
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Picard d'Andre, a small Accounting company, is in Québec, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Québec, Canada
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Located in Québec, Canada, FBL is an Accounting company. Founded in 1981, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Quebec City, Canada
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Accounting company Aube Anctil Pichette & Associates was established in 1985. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Québec, Canada
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Gestion Milan is an Accounting company. Launched in 2004, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Québec, Canada
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Located in Québec, Canada, JSA Accounting is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Québec, Canada
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Accounting company S. Lavioe CPA Inc. Was established in 1991. The team specializes in Accounting and is headquartered in Québec, Canada.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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ACTAX-CPA, a small Accounting company, is in Beverly Hills, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting company Fast Tax Services, is located in Los Angeles, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Tempe, AZ
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Small Recruiting company OneSource Employment Solutions, LLC, is located in Tempe, Arizona. The team offers Recruiting and Staffing.
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UndisclosedUndisclosed50 - 249Newark, DE
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In Newark, Delaware, Integrity Staffing Solutions is an Accounting company. They provide Accounting and HR Outsourcing.
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UndisclosedUndisclosed250 - 999Tempe, AZ
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1-Call Staffing - Arizona, a Staffing company, is in Tempe, Arizona. They offer Staffing and Accounting and were established in 2013.
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UndisclosedUndisclosed250 - 999Tempe, AZ
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Eastridge Workforce Solutions - Arizona is a Staffing company based in Tempe, Arizona. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Lafrenière Fiscalité inc., an Accounting company, offers Accounting and Business Consulting. The agency is in Montréal, Canada.
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UndisclosedUndisclosed2 - 9Santa Monica, CA
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No Stress Accounting Services is an Accounting company. Their small team is in Santa Monica, California and specializes in Accounting and Business Consulting. The agency was launched in 2014.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Located in Los Angeles, California, Total Bookkeeping & Tax Services, Inc. Is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Rhynes Tax & Bookkeeping Services is an Accounting company. They are headquartered in Los Angeles, California and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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K B E & C O. Is an Accounting company. The small Los Angeles, California-based team specializes in Accounting and Business Consulting. The agency was launched in 1993.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Established in 2006, Summit Bookkeeping Inc. Is an Accounting company. The firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Seal Beach, CA
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Scalco Financial is an Accounting and Business Consulting company. They are located in Seal Beach, California and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Valued Accounting Services is an Accounting company. Their small team is in Los Angeles, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Carson, CA
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Affordable Bookkeeping & Payroll Services, a small Accounting company, is headquartered in West Carson, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Biz Bookz is an Accounting and Business Consulting company founded in 2017. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Branford, CT
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Reitman Personnel is a Staffing company. They are headquartered in Branford, Connecticut. Their team provides Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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VSA Accounting Services is a small Los Angeles, California-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Temple City, CA
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In Temple City, California, KEVIN CHEUNG, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting company Trust Consulting Group, is located in Los Angeles, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Monrovia, CA
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Gentile, McCloskey and Company is a small Accounting company in Monrovia, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Mark G. McNelis & Associates, CPA's, Inc. Is an Accounting company. Their small team is based in Glendale, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Torrance, CA
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Based in Torrance, California, Ladinez & Company is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Huntington Beach, CA
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Midsize Staffing company Mantek Solutions Inc. - IMS, is located in Huntington Beach, California. Their services include Staffing and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Providence Accounting Group is a small Accounting company in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Mooneem, a small Accounting company, is in Los Angeles, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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Dailey Bookkeeping Services, an Accounting company, was launched in 2002. Located in Southfield, Michigan, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Boise, ID
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Business Consulting company The McClain Companies is based in Boise, Idaho. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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MJS & Associates, LLC is an Accounting and Business Consulting company. They are in Los Angeles, California and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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TAXATION SOLUTIONS, INC. Is an Accounting and Business Consulting company. The firm is based in Beverly Hills, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9City of Industry, CA
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Wisdom CPA Group, an Accounting company, is in City of Industry, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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KitchenSync, a midsize Accounting company, is based in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Established in 1972, Quiñones & CO., INC. Is an Accounting company. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Ostiller and Hung Accountancy Corp. Is a Pasadena, California-based Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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LIV Bookkeeping, LLC, a small Accounting company, is in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Downey, CA
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Located in Downey, California, A&A Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Smartbookkeeper dot com, an Accounting company, was established in 1999. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Hollywood, CA
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Pranas Accounting Tax & Bookkeeping Services is a small West Hollywood, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cary, NC
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Human Resource Partners, Inc. Is a small Cary, North Carolina-based HR Consulting company. The team provides HR Consulting and Accounting.
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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.