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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$1,000+$150 - $199 / hr2 - 9Kelowna, Canada
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Founded in 2016, Creekside Accounting Ltd. Is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49
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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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$1,000+$25 - $49 / hr10 - 49Irvine, CA
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Launched in 2009, Irvine Bookkeeping is an Accounting company. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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James Marta & Company is an Accounting company established in 1998. Based in Sacramento, California, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wilton Manors, FL
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RMS Accounting is an Accounting company. Located in Wilton Manors, Florida, the agency focuses on Accounting.
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UndisclosedUndisclosed10 - 49Pyrmont, Australia
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Bacchus Advisory is an Accounting company. They were established in 2004 and focus on Accounting.
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UndisclosedUndisclosed50 - 249Pittsburgh, PA
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Accounting company Wilke CPAs & Advisors, LLP is in Pittsburgh, Pennsylvania. Established in 1998, the team focuses on Accounting and Business Consulting.
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Undisclosed$50 - $99 / hr50 - 249Sofia, Bulgaria
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Sb Accounting & Consulting, an Accounting company, was established in 1989. The team specializes in Accounting and Labor & Employment Law and is located in Sofia, Bulgaria.
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UndisclosedUndisclosed50 - 249München, Germany
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Pape & Co. GmbH Steuerberatungsgesellschaft Wirtschaftsprüfungsgesellschaft, a Tax Law company, was established in 2002. They focuses on Tax Law and Accounting.
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$1,000+Undisclosed2 - 9
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Based in Kherli Nuh, India and Pune, India, Agarwal Gupta & Associates is an Accounting company. Launched in 2022, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49West Drayton, England
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Located in West Drayton, England, Passman Leonard is an Accounting company. They offer Accounting and were established in 2010.
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UndisclosedUndisclosed50 - 249Milpitas, CA
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Sagent Management is a Milpitas, California-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Taxwise Accounting is an Accounting company. Their team is based in Manchester, England and provides Accounting.
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$1,000+$50 - $99 / hr50 - 249Auburn, CA
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Headquartered in Auburn, California and Jacksonville, Florida, Oak View Law Group is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Bankruptcy Law.
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$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
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Green Hasson Janks, an Accounting company, was launched in 1953. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Camberwell, Australia
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Located in Camberwell, Australia and Camberwell, Australia, Alexander Spencer is a midsize Accounting company. The team offers Accounting and Business Consulting.
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$10,000+$25 - $49 / hr2 - 9
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Axpert Advisors is an Accounting company located in Everett, Washington. They offer Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
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Founded in 2007, illi Commercial Real Estate is a Commercial Brokerage Services company. The team specializes in Commercial Brokerage Services and Accounting.
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$1,000+< $25 / hr50 - 249Gilgit, Pakistan
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Launched in 2017, Accounting Flux is a Finance & Accounting Outsourcing (FAO) and Accounting company. The firm focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is midsize.
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$100,000+$150 - $199 / hrFreelancerSunnyvale, CA
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Financial Advising & Planning company David Jacobs Business Broker is in Sunnyvale, California. Launched in 2019, the team provides Financial Advising & Planning and Business Consulting.
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$1,000+$300+ / hr10 - 49Laguna Niguel, CA
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CAPATA is a Laguna Niguel, California-based Accounting company. Their services include Accounting and Business Consulting.
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Undisclosed$50 - $99 / hr10 - 49Vilnius, Lithuania
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1stopVAT is a small Accounting company. Established in 2020, the team focuses on Accounting.
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$1,000+$25 - $49 / hr2 - 9New York, NY
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WALLACE TAX AND ACCOUNTING is an Accounting company. Headquartered in New York, New York, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Phnom Penh, Cambodia
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Liberty Exchange is a midsize Phnom Penh, Cambodia-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Coral Springs, FL
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Unison Globus is a midsize Coral Springs, Florida-based Finance & Accounting Outsourcing (FAO) and Accounting company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249
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Fincent is a Fremont, California-based Accounting company. Launched in 2020, the team offers Accounting.
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UndisclosedUndisclosed1,000 - 9,999Singapore, Singapore
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PropertyGuru Singapore, a large Financial Advising & Planning company, is headquartered in Singapore, Singapore. The team provides Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Norwood, Australia
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Based in Norwood, Australia, Stream Bookkeeping and HR is an Accounting company. The team provides Accounting and Ecommerce Marketing.
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$1,000+$50 - $99 / hr10 - 49Columbus, OH
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Upsourced is an Accounting company founded in 2012. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Kelso, Scotland
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Douglas Home & Co is an Accounting company. Launched in 1983, the team offers Accounting. The firm is headquartered in Kelso, Scotland and Edinburgh, Scotland.
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$50,000+Undisclosed2 - 9Warszawa, Poland
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Aventis Advisors, a Financial Advising & Planning company, is located in Warszawa, Poland. The team offers Financial Advising & Planning and Business Valuation Services.
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$250,000+< $25 / hr250 - 999Miami, FL
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Founded in 1999, IBN Bookkeeping Services is an Accounting company. The firm specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is midsize.
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$1,000+$25 - $49 / hr2 - 9Hayes, England
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Accountancy Enterprise Ltd is an Accounting company. Launched in 2023, the company is based in Hayes, England. Their team focuses on Accounting and Financial Advising & Planning.
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$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
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SingerLewak is a Los Angeles, California-based Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Sharjah, United Arab Emirates
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Finanshels is an Accounting company. Founded in 2022, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Founded in 2016, RK RODO is a Financial Advising & Planning company. The small team specializes in Financial Advising & Planning and Business Consulting.
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$5,000+$300+ / hr2 - 9Sydney, Australia
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Acuity Forensic is an Accounting company launched in 2012. The small team offers Accounting.
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$5,000+$100 - $149 / hr10 - 49Gurugram, India
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Sorting Tax is a Corporate Training & Coaching company established in 2020. The firm specializes in Corporate Training & Coaching and Finance & Accounting Outsourcing (FAO), and is small.
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$1,000+< $25 / hr2 - 9
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AURIGA ACCOUNTING PRIVATE LIMITED is a Business Consulting and Accounting company. The team is in New Delhi, India, and their services include Business Consulting and Accounting.
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Undisclosed$25 - $49 / hr2 - 9Brooklyn, NY
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Ceptrum is a Finance & Accounting Outsourcing (FAO) and Accounting company established in 2021. The small team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$10,000+$100 - $149 / hr50 - 249Chennai, India
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Launched in 2018, Shreshtha Business Solutions is an Accounting company. The agency provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Shumen, Bulgaria
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Er Er Consulting is an Accounting company. They provide Accounting and were established in 2015.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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RFZ is a Business Consulting company. The team provides Business Consulting and Accounting and is headquartered in Dubai, United Arab Emirates.
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UndisclosedUndisclosed10 - 49İstanbul, Türkiye
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Finsmart is a Financial Advising & Planning and Fractional CFO Services company. Launched in 2022, their team offers Financial Advising & Planning and Fractional CFO Services.
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$5,000+$100 - $149 / hr10 - 49
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Software development firm Collaboratives Global is located in Lahore, Pakistan. They specialize in Custom Software Development and Back Office Outsourcing and were established in 2014.
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$1,000+Undisclosed50 - 249Little Rock, AR
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Accounting company Landmark CPAs was founded in 1953. Based in Little Rock, Arkansas and Fort Smith, Arkansas, the team provides Accounting and Business Consulting.
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$1,000+$200 - $300 / hr250 - 999Harrow, England
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Dns accountants is an Accounting company launched in 2005. The team offers Accounting and Business Consulting and is based in Harrow, England and Soho, England.
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UndisclosedUndisclosed2 - 9
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Boris Desancic, a small Financial Advising & Planning company, is based in Bothell, Washington and Bothell, Washington. Their services include Financial Advising & Planning.
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Undisclosed$25 - $49 / hr2 - 9El Paso, TX
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In El Paso, Texas, Miessau LLC is a small Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$100 - $149 / hr2 - 9Gaborone, Botswana
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Purple Cow Advertising is a branding agency launched in 2021. The team offers Branding and Digital Strategy and is headquartered in Gaborone, Botswana.
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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.