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+Undisclosed10 - 49Dubai, United Arab Emirates
Services provided
Fastlane Accounting and Tax Consultancy is an Accounting company. They offer Accounting and Fractional CFO Services and were founded in 2022.
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$1,000+$100 - $149 / hr10 - 49Atlanta, GA
Services provided
Fusion CPA is an Accounting company launched in 2011. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Creve Coeur, MO
Services provided
Established in 2001, Tom Dunn CPA Firm, a small Business Consulting company, is headquartered in Creve Coeur, Missouri. Their services include Business Consulting and Back Office Outsourcing.
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$1,000+< $25 / hr10 - 49
Services provided
Opteamus is a Back Office Outsourcing company launched in 2021. Their team offers Back Office Outsourcing and Sales Outsourcing.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
Services provided
Darcy Bookkeeping & Business Services, a small Accounting company, is located in Brisbane City, Australia and Perth, Australia. The team offers Accounting.
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UndisclosedUndisclosed1,000 - 9,999Riyadh, Saudi Arabia
Services provided
ClearTax – Middle East (GCC Markets), a Financial Advising & Planning company, was established in 2021. The agency focuses on Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Fort Mitchell, KY
Services provided
See all 1 projectsHORAN provides legendary service, employee benefits consulting, wealth management and life insurance for both corporate and individual clients. Since 1948, HORAN has served as a trusted advisor
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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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$1,000+< $25 / hr2 - 9
Services provided
Founded in 2024, AMONEX REVENUE DYNAMICS is a Business Valuation Services company. The agency provides Business Valuation Services and Advertising, and is small.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
Services provided
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 - 49Dubai, United Arab Emirates
Services provided
Located in Dubai, United Arab Emirates, Global Link Corporate Services is a Business Consulting company. Their services include Business Consulting and Accounting.
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$1,000+< $25 / hr50 - 249Ahmedabad, India
Services provided
Greenpath Partners LLP is an Accounting company launched in 2024. The midsize team specializes in Accounting.
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$1,000+< $25 / hr50 - 249
Services provided
Headquartered in Pasig, Philippines, F&A Hub (F & A Outsourcing Hub Philippines, Inc.) is a Back Office Outsourcing company. They focus on Back Office Outsourcing and Accounting.
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$1,000+$25 - $49 / hr50 - 249Royal Park, Australia
Services provided
Webcom Systems Pty Ltd is a software development firm. Based in Royal Park, Australia, their team focuses on Custom Software Development and Blockchain.
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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+Undisclosed50 - 249Mumbai, India
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Equirus Wealth is a Financial Advising & Planning company. They are in Mumbai, India and Ahmedabad, India. Their team provides Financial Advising & Planning and Funding & Investment.
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$1,000+< $25 / hr10 - 49Pune, India
Services provided
See all 2 projectsLedgerAce Consulting LLP provides a range of accounting services, including bookkeeping, financial reporting, and the preparation of financial statements. Reviews highlight their efficiency, timely delivery, and strong work ethics. Clients appreciate their commitment to quality and responsiveness, making them a reliable partner for outsourcing accounting tasks.
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$5,000+$25 - $49 / hr50 - 249Vinnytsia, Ukraine
Services provided
Center municipal systems managrment, an IT managed services company, was established in 2012. The company specializes in IT managed services and Call Center Services, and is midsize.
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UndisclosedUndisclosed2 - 9Bournemouth, England
Services provided
Evalua8 Corp Limited is a Bournemouth, England-based Accounting and Finance & Accounting Outsourcing (FAO) company. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49دبي, United Arab Emirates
Services provided
See all 3 projectsCDA Accounting And Bookkeeping Services LLC provides a comprehensive range of accounting and financial services, including bookkeeping, tax preparation, financial reporting, and audit services. Clients consistently praise their expertise, professionalism, and ability to enhance financial management and decision-making processes. The firm is noted for its qualified staff and effective handling of financial transactions, resulting in increased efficiency and improved business operations.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
See all 2 projectsKBA Accounting and Bookkeeping Services LLC offers comprehensive accounting, bookkeeping, tax preparation, and VAT consultancy services. The reviews highlight their professionalism, accuracy, and strong customer service, particularly noting their expertise as FTA-certified tax agents. Clients appreciate their diligence, flexibility, and effective communication, making KBA a highly recommended partner for financial reporting and compliance.
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$1,000+$50 - $99 / hr10 - 49Washington, DC
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Established in 2015, Trust Consulting Services is an IT strategy consulting company. Their team focuses on IT strategy consulting and Business Consulting.
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$25,000+$50 - $99 / hr50 - 249Basildon, England
Services provided
Innovision Consulting Private Ltd. Is a Business Consulting company. The team is in ঢাকা, Bangladesh and Basildon, England, and their services include Business Consulting and Market
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UndisclosedUndisclosed1,000 - 9,999
Services provided
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 - 49Utrecht, Netherlands
Services provided
Expatax B.V. - the Netherlands, an Accounting company, was established in 2001. The team specializes in Accounting and Tax Law and is based in Utrecht, Netherlands.
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Undisclosed$25 - $49 / hr10 - 49Multan, Pakistan
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Fiesta Consultants is a social media marketing company headquartered in Multan, Pakistan. Their services include Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed10 - 49
Services provided
See all 2 projectsTo Provide High Quality, Cost-Effective And Timely Assurance And Advisory Services To Our Clients Without Compromising Our High Ethical And Professional Standards We Observe.
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UndisclosedUndisclosed10 - 49Milano, Italy
Services provided
See all 1 projectsTsinghua Certified Public Accountants (Milan) is a company providing comprehensive accounting services, including Tax Preparation, Financial Reporting, and Business Auditing. While clients appreciate the foundational accounting support, 100% of reviews indicated a need for improved proactivity and communication regarding tax regulations and deadlines, with no specific strengths noted beyond basic accounting capabilities.
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UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
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Launched in 2015, HR Bangladesh is a small Accounting company headquartered in Dhaka, Bangladesh. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Canton, OH
Services provided
Hall, Kistler & Company LLP is an Accounting company. Their small team is headquartered in Canton, Ohio. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Cleveland, OH
Services provided
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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UndisclosedUndisclosed10 - 49Vilnius, Lithuania
Services provided
See all 1 projectsEasystaff offers bookkeeping and financial reporting services, focusing on efficient and legal payment processes for remote teams. Clients consistently praise Easystaff for their prompt response times, streamlined online tools, and automated payment systems, which enhance overall efficiency and reduce administrative burdens. The company's fixed commission structure and dedicated support contribute to a smooth and fast transaction experience.
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$1,000+$25 - $49 / hr10 - 49Gurugram, India
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See all 1 projectsOptimar Consulting is a leading consulting & Virtual Captives solutions provider firm. As a trusted business consulting firm, Optimar collaborates with customers to advise, set up &
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UndisclosedUndisclosed10 - 49Toronto, Canada
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HR Accounting Group, an Accounting company, is headquartered in Toronto, Canada. The team offers Accounting and Business Consulting.
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$1,000+$150 - $199 / hr2 - 9Trussville, AL
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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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$1,000+$50 - $99 / hr2 - 9
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Accountant Bookkeeping Ltd is a small Accounting company. Founded in 2021, the team focuses on Accounting and Financial Advising & Planning.
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$1,000+Undisclosed50 - 249Austin, TX
Services provided
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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$1,000+$25 - $49 / hr50 - 249Rawalpindi, Pakistan
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Associated Business Solution Pvt Ltd is an Ecommerce Marketing company. Based in Rawalpindi, Pakistan, the company was founded in 2011. Their team specializes in Ecommerce Marketing and Accounting.
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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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UndisclosedUndisclosed10 - 49Springfield, PA
Services provided
Brinker Simpson & Company, LLC is a small Springfield, Pennsylvania-based Back Office Outsourcing company. Their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$10,000+Undisclosed50 - 249Stockport, England
Services provided
HURST Accountants, an Accounting company, was founded in 1982. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249San Diego, CA
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Think Plumb, a Finance & Accounting Outsourcing (FAO) company, was founded in 1996. The agency focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is midsize.
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$5,000+$100 - $149 / hr50 - 249Gouda, Netherlands
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Salure HR & Payroll services is an Accounting company. Established in 2010, the team focuses on Accounting and Business Consulting.
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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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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
Business Link UAE - Business Setup Consultant in Dubai, a Business Consulting company, was established in 1999. The small team focuses on Business Consulting and Accounting.
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Undisclosed< $25 / hr2 - 9
Services provided
Established in 2021, Delphic is an IT strategy consulting company. The team specializes in IT strategy consulting and Accounting.
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UndisclosedUndisclosed1,000 - 9,999Kuala Lumpur, Malaysia
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PropertyGuru Finance is a Financial Advising & Planning company located in Kuala Lumpur, Malaysia. They focus on Financial Advising & Planning and Commercial Financing.
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$1,000+< $25 / hr10 - 49Indore, India
Services provided
Small Accounting company Elderberry Tech, is located in Indore, India and Indore, India. The team offers Accounting and Advertising.
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$5,000+$300+ / hr10 - 49Cary, NC
Services provided
Accounting company Akram | Assurance, Advisory & Tax Firm specializes in Accounting and Business Consulting. They were established in 2013.
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$1,000+$50 - $99 / hr2 - 9Scoresby, Australia
Services provided
Accounting company PremierOne Tax & Accounting Pty Ltd is based in Scoresby, Australia. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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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.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
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.