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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UndisclosedUndisclosed50 - 249Reston, VA
Services provided
See all 3 projectsBookKeeping Express is an accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. While one review highlights their efficiency, effective communication, and genuine partnership, another review criticizes them for significant delays in service delivery and poor customer service. With mixed feedback, 50% of reviewers noted positive aspects like helpful customer service, whereas 50% reported negative experiences, primarily involving delays and insufficient communication.
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$1,000+$25 - $49 / hr10 - 49Great Missenden, England
Services provided
CoCredo is an Accounting company. In Great Missenden, England, the team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
Services provided
HoriZen Capital is a Financial Advising & Planning company. Located in Edmonton, Canada, the firm was founded in 2018. Their services include Financial Advising & Planning and Business Consulting.
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$5,000+$50 - $99 / hr50 - 249Dubai, United Arab Emirates
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BMS Auditing is a midsize Accounting company. Founded in 2011, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Bloomington, MN
Services provided
Boyum Barenscheer is a Bloomington, Minnesota-based Accounting company. Founded in 1975, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr10 - 49دبي, United Arab Emirates
Services provided
Push Digits is an Accounting company. Established in 2014, the agency focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Small Business Consulting company Olmec Consulting, is based in Dubai, United Arab Emirates. The team focuses on Business Consulting and Market Research.
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UndisclosedUndisclosed1,000 - 9,999
Services provided
Saffery LLP is an Accounting company launched in 1855. Their team specializes in Accounting.
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$1,000+$25 - $49 / hr10 - 49Ahmedabad, India
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Siya Infotech Solution Pvt. Ltd. Is a mobile app development company. They are in Ahmedabad, India and Chattanooga, Tennessee, and their services include Mobile App Development and Web Development.
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Undisclosed< $25 / hr10 - 49
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RK Group, a Finance & Accounting Outsourcing (FAO) company, was launched in 2020. They offers Finance & Accounting Outsourcing (FAO) and Business Valuation Services.
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$1,000+< $25 / hr2 - 9Orlando, FL
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Founded in 2012, HF Holdings, Inc., a small Accounting company, is in Orlando, Florida and Sacramento, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Bengaluru, India
Services provided
ACTouch Technologies Pvt. Ltd., an Accounting company, was founded in 2013. The team provides Accounting and Contract Manufacturing.
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UndisclosedUndisclosed10 - 49Westport, CT
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Insurance Services & Brokers company Frontier Risk Group was founded in 2022. The small team focuses on Insurance Services & Brokers.
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$1,000+$50 - $99 / hr10 - 49Barcelona, Spain
Services provided
See all 1 projectsLexidy Law Boutique is an immigration law firm specializing in providing legal guidance for residency and visa applications. Despite being chosen for their high ratings, feedback indicates significant dissatisfaction, with 100% of reviewers highlighting issues such as poor communication, inadequate preparation, and a lack of proactive guidance, leading to unsuccessful outcomes and increased client costs.
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UndisclosedUndisclosed50 - 249Houston, TX
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Calvetti Ferguson is a Compliance Consulting company. They were established in 2003 and provide Compliance Consulting and Accounting.
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$1,000+$100 - $149 / hr2 - 9Edmonton, Canada
Services provided
See all 1 projectsBOMCAS CANADA offers a range of services including bookkeeping, tax preparation, and financial management strategies tailored to meet individual client needs. Reviews consistently commend their professionalism, personalized service, and expertise in maximizing tax savings and compliance. Clients highlight their responsiveness and commitment to delivering exceptional value, establishing BOMCAS CANADA as a reliable partner in financial management.
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$1,000+< $25 / hr50 - 249General Santos City, Philippines
Services provided
VirtualChampsGlobal is a web design company. In General Santos City, Philippines, the agency offers Web Design and UX/UI Design.
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UndisclosedUndisclosed250 - 999Lake Oswego, OR
Services provided
Founded in 1973, Aldrich is an Accounting company. The team provides Accounting and Business Consulting.
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$1,000+$100 - $149 / hr50 - 249Dallas, TX
Services provided
Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
Services provided
Sameer Lakhani GCP is a Dubai, United Arab Emirates-based Commercial Brokerage Services company. They provide Commercial Brokerage Services and Commercial Property Management.
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$1,000+$150 - $199 / hr2 - 9Trussville, AL
Services provided
Established in 2018, Xaris Financial Enterprises is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
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$25,000+Undisclosed50 - 249Santa Clara, CA
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Accounting company RightRev is in Santa Clara, California. Their services include Accounting.
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$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Services provided
Based in Dubai, United Arab Emirates, Simply Solved is an Accounting company. They offer Accounting and Corporate Law.
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$5,000+$200 - $300 / hr250 - 999Abu Dhabi, United Arab Emirates
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Midsize Commercial Development company Masdar, is in Abu Dhabi, United Arab Emirates. Their services include Commercial Development and Engineering.
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UndisclosedUndisclosed50 - 249Fairlawn, OH
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Fully Accountable is a Fairlawn, Ohio-based Accounting and Finance & Accounting Outsourcing (FAO) company. They provide Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Athina, Greece
Services provided
See all 1 projectsIntellectica P.C. Intellectica P.C. offers recruitment services, including job ad creation, candidate screening, and interview arrangements. Clients consistently praise their meticulous involvement, responsiveness, and flexible approach, resulting in successful and timely hires. Overall, the feedback highlights an effective and efficient collaboration process.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Azon Recruitment Group, a small Accounting company, is in Dublin, Ireland and Limerick, Ireland. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
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Established in 2007, Finsmart Accounting is a small New York, New York-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+Undisclosed50 - 249Austin, TX
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Accounting company Maxwell Locke & Ritter LLP is located in Austin, Texas. They focus on Accounting and Business Consulting and were established in 1991.
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UndisclosedUndisclosed1,000 - 9,999
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Integra Global Solutions UK is a Finance & Accounting Outsourcing (FAO) and Accounting company. The Ruislip, England-based agency offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
Services provided
Pineapple Payments is an Other Application Development company headquartered in Pittsburgh, Pennsylvania. Their services include Other Application Development and Application Management & Support.
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$1,000+$100 - $149 / hr10 - 49Dubai, United Arab Emirates
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Accounting and HR Consulting company Yomly was established in 2022. The small team offers Accounting and HR Consulting.
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$1,000+$50 - $99 / hr10 - 49Kenosha, WI
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Smart Solutions CPA is an Accounting company. They are in Kenosha, Wisconsin and Chicago, Illinois, and their services include Accounting.
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$1,000+$25 - $49 / hr2 - 9
Services provided
See all 1 projectsBlue Ocean Strategic Advisors offer services in business process re-engineering, business growth advisory, and corporate leadership skill development. Clients consistently praise the company for their professional expertise, timely project delivery, and deep understanding of client needs, resulting in enhanced client satisfaction, increased team efficiency, and new business generation. The firm's alignment with client values and cost-effective pricing are also highlighted positively in reviews.
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UndisclosedUndisclosed50 - 249Cleveland, OH
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Established in 2012, airCFO, a midsize Accounting company, is headquartered in Cleveland, Ohio. Their services include Accounting and Fractional CFO Services.
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UndisclosedUndisclosed250 - 999Noida, India
Services provided
See all 1 projectsPureSoftware provides comprehensive development services, focusing on creating user-friendly e-commerce platforms with excellent UI and UX. Their clients consistently highlight the company's responsibility, timely delivery, and effectiveness in project management as key strengths. The overall feedback showcases PureSoftware's ability to deliver impactful and user-centric solutions.
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UndisclosedUndisclosed250 - 999Chennai, India
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Gofrugal is an application development firm. Their midsize team is based in Chennai, India and offers Mobile App Development and E-Commerce Development. The firm was established in 2004.
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Undisclosed$50 - $99 / hr2 - 9
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Berry & Associates is an Accounting company. Their small team is headquartered in Deerfield Beach, Florida. Their services include Accounting and Business Consulting.
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$1,000+$100 - $149 / hr10 - 49Washington, DC
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See all 1 projectsAltruic Advisors is an accounting services firm that provides bookkeeping, payroll processing, and financial reporting. However, feedback indicates significant dissatisfaction, with 100% of reviewers expressing concerns about their reliability, professionalism, and security practices. Reviewers caution that Altruic Advisors may negatively impact nonprofit organizations, indicating a need for substantial improvements in their service delivery and client relations.
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UndisclosedUndisclosed50 - 249Cleveland, OH
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Founded in 1946, Barnes Wendling CPAs is an Accounting company. Their team provides Accounting.
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$5,000+Undisclosed10 - 49L'viv, Ukraine
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XLNT spaces is an IT staff augmentation company founded in 2010. The firm offers IT staff augmentation and E-Commerce Development.
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$1,000+$25 - $49 / hr10 - 49
Services provided
See all 1 projectsPACIFIC ACCOUNTING PTY LTD offers services including bookkeeping, tax preparation, and financial reporting. Overall feedback indicates significant dissatisfaction, citing incompetence, unreliability, and delays in service delivery. Clients have reported serious issues with the accuracy and timeliness of their work, leading to financial penalties and additional costs.
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Undisclosed< $25 / hr10 - 49Rajkot, India
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NAMRA NIMISH & CO. LLP (NNCL) is a small Accounting company established in 2018. Their services include Accounting.
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$25,000+Undisclosed50 - 249Praha 10, Czech Republic
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Based in Praha 10, Czech Republic, SiteOne, s.r.o. Is a midsize website development company. The team focuses on Web Development and Web Design.
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$1,000+< $25 / hr10 - 49
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Ayam Groups is a small Accounting company. The team focuses on Accounting and Translation.
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$1,000+$100 - $149 / hr10 - 49
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Finalysiz is a Dubai, United Arab Emirates-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$5,000+$150 - $199 / hr2 - 9Wallington, England
Services provided
Fast Growth Consulting Ltd is a small Financial Advising & Planning company launched in 2019. Their team focuses on Financial Advising & Planning and Funding & Investment.
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$1,000+Undisclosed250 - 999Gurugram, India
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In Gurugram, India, Oxyzo Financial Services is a midsize Commercial Financing company. Their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed1,000 - 9,999
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CENTURY 21 Circle, a Corporate Relocation company, is based in Chicago, Illinois and Sparta, Michigan. They provide Corporate Relocation and Commercial Brokerage Services.
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UndisclosedUndisclosed50 - 249Vernon, WI
Services provided
Chortek LLP is an Accounting company. They are based in Vernon, Wisconsin and have midsize team. They focus on Accounting and IT managed services.
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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.
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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 -
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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.7/40.016.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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.