Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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 - 9Marina del Rey, CA
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ROSE GORDON CONSULTING is an Accounting and Business Consulting company. Launched in 2015, the company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Lewiston, ID
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Presnell Gage PLLC is an Accounting company. The Lewiston, Idaho-based company was launched in 1950. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Launched in 2014, The Taxation Experts, a small Accounting company, is in Torrance, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Downey, CA
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TAX-411 is a Downey, California-based Accounting company. They offer Accounting and Business Consulting and were founded in 2005.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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Fullerton Business Service is an Accounting company. Their small team is in Fullerton, California and focuses on Accounting and Business Consulting. The agency was established in 1952.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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LA Business Consulting, an Accounting company, was launched in 1992. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed250 - 999Tucson, AZ
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AmCheck - Tucson is an Accounting and HR Consulting company headquartered in Tucson, Arizona. They focus on Accounting and HR Consulting and were founded in 1996.
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UndisclosedUndisclosed10 - 49Tucson, AZ
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Accounting company Focus HR, Inc. Is in Tucson, Arizona. They specialize in Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Phoenix, AZ
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Creative Business Resources is an Accounting company. Located in Phoenix, Arizona, their small team specializes in Accounting and HR Consulting. The firm was established in 1998.
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UndisclosedUndisclosed2 - 9Idaho Falls, ID
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Hayes Management Services, a small Accounting company, is headquartered in Idaho Falls, Idaho. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerWarrington, England
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Recruiting company Spire HR Solutions Ltd was launched in 2010. Headquartered in Warrington, England, the team focuses on Recruiting and HR Consulting.
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UndisclosedUndisclosed250 - 999London, England
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Kingston Smith, an Accounting and HR Consulting company, was founded in 1923. Based in London, England, the team provides Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Burbank, CA
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The Five Fold Group , a small Accounting company, is based in Burbank, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Overland Park, KS
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Kumar Consulting is a small Overland Park, Kansas-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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OHANIAN & ASSOCIATES is an Accounting company. They are located in Glendale, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Headquartered in Dubai, United Arab Emirates, Outset Consultants is an Accounting company. They specialize in Accounting and Business Consulting and were established in 2014.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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FERGUSON TIMAR, a small Accounting company, is located in Fullerton, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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My Business Consulting DMCC is a Dubai, United Arab Emirates-based Business Consulting company. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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AJR Management & Consulting Group is an Accounting company. Their small team is located in Los Angeles, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Payroll Middle East is an Accounting company. The firm is located in Dubai, United Arab Emirates. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
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Payroll 2 Bangladesh is a small Dhaka, Bangladesh-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Québec, Canada
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Impots PLB is an Accounting company. Their small team is in Québec, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Québec, Canada
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Groupe Profisc is a small Accounting company headquartered in Québec, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Victoriaville, Canada
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Groupe RDL is a midsize Victoriaville, Canada-based Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wendake, Canada
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MF Alain, a small Accounting company, is in Wendake, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Westmount, Canada
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Crowe BGK is an Accounting company. Their team is located in Westmount, Canada. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westmount, Canada
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Small Business Consulting company Litwin CPA Inc., is in Westmount, Canada. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Montréal, Canada
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LCA CPA LLP is a small Montréal, Canada-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Montréal, Canada
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RSW Accounting + Consulting is a small Accounting company. Launched in 1949, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Xen Accounting is a small Accounting company launched in 2013. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Founded in 2011, SdM Chartered Professional Accountants is a small Montréal, Canada-based Business Consulting company. Their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Dollard-des-Ormeaux, Canada
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514 Accounting, an Accounting company, is located in Dollard-des-Ormeaux, Canada. They specialize in Accounting and Business Consulting and were established in 2004.
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UndisclosedUndisclosed2 - 9Laval, Canada
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Launched in 2012, Accounting Montreal, a small Accounting company, is based in Laval, Canada. Their services include Accounting.
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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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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
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 -
$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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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+$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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% 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 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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.