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+$25 - $49 / hr10 - 49
Services provided
EzyBiz India Consulting LLP, an Accounting company, provides Accounting and Business Consulting. The firm is headquartered in New Delhi, India.
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$25,000+$200 - $300 / hr50 - 249Lake Oswego, OR
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Delap is an Accounting company. The midsize Lake Oswego, Oregon-based team specializes in Accounting and Business Consulting. The firm was established in 1933.
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UndisclosedUndisclosed50 - 249Bloomington, MN
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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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UndisclosedUndisclosed10 - 49Burlington, VT
Services provided
Located in Burlington, Vermont and Charlotte, North Carolina, Reconciled is an Accounting company. They offer Accounting and Business Consulting and were launched in 2015.
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$1,000+$25 - $49 / hr10 - 49Ahmedabad, India
Services provided
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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$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
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ACTouch Technologies Pvt. Ltd., an Accounting company, was founded in 2013. The team provides Accounting and Contract Manufacturing.
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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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$1,000+< $25 / hr50 - 249General Santos City, Philippines
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VirtualChampsGlobal is a web design company. In General Santos City, Philippines, the agency offers Web Design and UX/UI Design.
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UndisclosedUndisclosed50 - 249Chicago, IL
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See all 5 projectsParo is a company purportedly providing accounting services, including bookkeeping and fractional CFO services. However, their reviews highlight significant dissatisfaction, with 100% of the feedback being negative. Common criticisms include incompetence, poor customer support, overbilling, and ethical concerns in business dealings. Issues such as failure in tax filing preparedness and lack of support for resolving disputes are recurrent themes.
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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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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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KLOUDAC Accounting and Bookkeeping LLC, an Accounting company, was launched in 2017. The team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49
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Tally Experts is a New Delhi, India-based Accounting company. The team focuses on Accounting and Financial Advising & Planning.
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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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$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
Services provided
See all 1 projectsSquar Milner is a CPA firm specializing in Accounting Services, Financial Reporting, and Tax Preparation, with a notable focus on international transactions. Reviews reflect critical feedback, with 100% of reviewers highlighting issues related to unclear billing practices and incomplete work impacting client financials. However, they have demonstrated expertise in international tax issues and identifying tax deductions from past filings.
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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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$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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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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UndisclosedUndisclosed250 - 999Navi Mumbai, India
Services provided
Founded in 2000, IRIS Business Services Ltd is a midsize Navi Mumbai, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning.
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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+< $25 / hr50 - 249Noida, India
Services provided
See all 1 projectsSetindiabiz is a company specializing in company registration and CA support services. The overall feedback from the reviews is mixed, with significant room for improvement noted. While some success was reported, the workflow was deemed ineffective, leading to a 100% mention of areas needing improvement.
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$1,000+$100 - $149 / hr10 - 49Washington, DC
Services provided
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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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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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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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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$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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$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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UndisclosedUndisclosed2 - 9Muskego, WI
Services provided
See all 1 projectsBrew City Accounting and Tax is an accounting firm specializing in tax preparation and accounting services. However, based on the available review, their customer service is notably poor, with the reviewer reporting no responses despite multiple contacts and expressing dissatisfaction with their communication and workflow. This singular feedback suggests significant room for improvement in client relations and service delivery.
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$1,000+$25 - $49 / hr10 - 49Amman, Jordan
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Bluhorizon is an Amman, Jordan-based Accounting company. Their services include Accounting and Call Center Services.
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$1,000+$25 - $49 / hr10 - 49Sofia, Bulgaria
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Established in 2019, ODEON msc - A TTC brand is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and HR Consulting.
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$1,000+< $25 / hr10 - 49دبي, United Arab Emirates
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Ismail Hajeir Auditing Of Accounts is a دبي, United Arab Emirates-based Accounting and Financial Advising & Planning company. They provide Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9Boston, MA
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Back Office Outsourcing company EconoSourcing is headquartered in Boston, Massachusetts. Their services include Back Office Outsourcing and Customer Service Outsourcing.
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$25,000+Undisclosed50 - 249Praha 10, Czech Republic
Services provided
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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$10,000+Undisclosed10 - 49Denver, CO
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Accounting Prose is an Accounting company. They were established in 2010 and focus on Accounting and HR Outsourcing.
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UndisclosedUndisclosed2 - 9Bristol, England
Services provided
See all 2 projectsReed & Co Accountants Limited offers services including annual accounts preparation, VAT, personal tax returns, and compliance management. Reviews consistently highlight their professionalism, use of top-tier software, and efficient, stress-free processes. Clients particularly commend the director, Paul Reed, for his detailed attention and helpful communication, making financial management straightforward and timely.
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$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
Services provided
See all 1 projectsArmanino offers a range of services including Audit Services, Financial Reporting, and Tax Preparation. The overall feedback suggests that while Armanino's pricing was budget-friendly, their billing transparency was a concern due to undisclosed fees. Clients appreciated their timely delivery but noted the need for improved transparency in billing practices.
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UndisclosedUndisclosed10 - 49Bristol, England
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Headquartered in Bristol, England, Evans & Partners Chartered Accountants is a small Accounting company. Their services include Accounting.
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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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Undisclosed$150 - $199 / hr50 - 249Charleston, SC
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Accountfully, an Accounting company, is located in Charleston, South Carolina and Nashville, Tennessee. The team offers Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49Great Missenden, England
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CoCredo is an Accounting company. In Great Missenden, England, the team specializes in Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr50 - 249
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KDCI Outsourcing is an Accounting company. They offer Accounting and Back Office Outsourcing and are in Los Angeles, California.
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$1,000+< $25 / hr10 - 49Ahmedabad, India
Services provided
Accounting company Whiz Software Solutions was established in 2008. The firm provides Accounting and Social Media Marketing.
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$5,000+Undisclosed50 - 249Singapore, Singapore
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Healy Consultants Group, an Accounting company, was launched in 2003. The midsize team specializes in Accounting and Business Consulting.
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$5,000+$25 - $49 / hr50 - 249
Services provided
See all 7 projectsPedigrine offers a range of services including website development, SaaS solutions, platform integration, mobile application development, and custom web portals. Overall feedback from reviews on Clutch.co highlights their professionalism, strong communication, and commitment to client satisfaction. Clients consistently praise their technical expertise and ability to deliver high-quality, user-friendly solutions, although some mention room for improvement in time management.
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Undisclosed< $25 / hr2 - 9Jamnagar, India
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See all 1 projectsAt Prana Accounting, we understand that running a business isn’t just about numbers – it’s about your passion, your vision, and your goals. As a founder myself, I’ve felt the weight of
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$25,000+Undisclosed10 - 49Barangaroo, Australia
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Reach Alternative Investments is a Funding & Investment company founded in 2021. Located in Barangaroo, Australia, the team specializes in Funding & Investment and Financial Advising & Planning.
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$10,000+$25 - $49 / hr10 - 49Salt Lake City, UT
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Black Mountain Investment Group LLC, a Business Consulting company, was launched in 2021. The small team provides Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Reston, VA
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LeaseAccelerator, a Commercial Brokerage Services and Financial Advising & Planning company, offer Commercial Brokerage Services and Financial Advising & Planning. They were launched in 2009.
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UndisclosedUndisclosed50 - 249Mira Bhayandar, India
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HR Consulting company Sharp HRD Services is headquartered in Mira Bhayandar, India. Established in 2000, the team offers HR Consulting and Accounting.
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$1,000+< $25 / hr50 - 249Ormoc, Philippines
Services provided
Virtual Staffing Solutions, a Back Office Outsourcing company, specialize in Back Office Outsourcing and Accounting. They were launched in 2018.
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List of the Top 15 Financial Services Companies
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$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
34.6/40.020/20 Reviews8.7/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
34.1/40.016.8/20 Reviews10/10 Clients & Experience7.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
33.4/40.018.2/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
32.8/40.017.6/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
32.4/40.017/20 Reviews9.6/10 Clients & Experience5.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
31.5/40.017.6/20 Reviews8.8/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
31.3/40.015.6/20 Reviews10/10 Clients & Experience5.7/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.1/40.017/20 Reviews9.8/10 Clients & Experience4.4/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
30.9/40.017.6/20 Reviews8.8/10 Clients & Experience4.5/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
30.8/40.016.6/20 Reviews10/10 Clients & Experience4.2/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
30.8/40.018/20 Reviews8.6/10 Clients & Experience4.2/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
30.6/40.017.2/20 Reviews8.7/10 Clients & Experience4.7/10 Market PresenceService focus
40% Accounting60% Other -
$25,000+Undisclosed250 - 999Sydney, Australia
Ability to deliver
30.2/40.016.4/20 Reviews9.3/10 Clients & Experience4.5/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
30.1/40.016.2/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
30/40.016.2/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
29.7/40.015.6/20 Reviews10/10 Clients & Experience4.1/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
29.6/40.016.2/20 Reviews9.5/10 Clients & Experience3.9/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
29.5/40.016.2/20 Reviews9.3/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
29.5/40.016/20 Reviews9/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
29.4/40.016.4/20 Reviews8.9/10 Clients & Experience4.1/10 Market PresenceService focus
60% Accounting40% Other -
$5,000+$50 - $99 / hr10 - 49
Ability to deliver
29.3/40.016.4/20 Reviews9.5/10 Clients & Experience3.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
29.3/40.016.2/20 Reviews8.6/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
29.2/40.016.6/20 Reviews8.1/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
29/40.016.4/20 Reviews9.2/10 Clients & Experience3.4/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
28.9/40.017.8/20 Reviews6.9/10 Clients & Experience4.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
28.9/40.016.4/20 Reviews8/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
28.9/40.016.2/20 Reviews7.7/10 Clients & Experience5/10 Market PresenceService focus
100% Accounting -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
28.8/40.016.2/20 Reviews8.3/10 Clients & Experience4.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9
Ability to deliver
28.7/40.016.4/20 Reviews9.3/10 Clients & Experience3/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
28.7/40.016.2/20 Reviews8.4/10 Clients & Experience4.1/10 Market PresenceService focus
35% Accounting65% 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.