Top Financial Services Firms
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$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.
-
UndisclosedUndisclosed2 - 9Hoppers Crossing, Australia
Services provided
Fortiz Accountants is a small Hoppers Crossing, Australia-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Croydon, Australia
Services provided
Varelas Accountants is a small Croydon, Australia-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Melbourne, Australia
Services provided
GAAP Consulting is an Accounting company. Established in 2003, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kew, Australia
Services provided
Ganrid Consultants is an Accounting company. They were established in 2008 and specialize in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Hoffman Estates, IL
Services provided
Bridge Personnel Services is a Staffing company. The team is based in Hoffman Estates, Illinois, and their services include Staffing and Recruiting.
Read more -
UndisclosedUndisclosed10 - 49Kew East, Australia
Services provided
Garcia & Company is a small Kew East, Australia-based Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Maroochydore, Australia
Services provided
Think Smart Accounting & Business Solutions is an Accounting company. Established in 2016, the firm offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Bentleigh, Australia
Services provided
Gavin Ma & Co is an Accounting company. The team provides Accounting and Business Consulting, and the company is in Bentleigh, Australia.
Read more -
UndisclosedUndisclosed10 - 49Marcoola, Australia
Services provided
Accountancy Services is an Accounting company. The Marcoola, Australia-based agency was founded in 1988. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Coolum Beach, Australia
Services provided
Accounting company My Accountant Qld provides Accounting. They were founded in 2009.
Read more -
UndisclosedUndisclosed2 - 9Birtinya, Australia
Services provided
PJT Accountants & Business Advisors is an Accounting company. They are located in Birtinya, Australia and have small team. They focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Birtinya, Australia
Services provided
Located in Birtinya, Australia, Pinnacle Accounting & Business Services is an Accounting company. They focus on Accounting.
Read more -
UndisclosedUndisclosed50 - 249Milton, Australia
Services provided
Charter Partners is an Accounting company. Founded in 1932, the agency is located in Milton, Australia and Bundaberg West, Australia. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Virginia Beach, VA
Services provided
Byron Accounting Services Inc. Is an Accounting company. The Virginia Beach, Virginia-based firm was founded in 2018. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249Doncaster East, Australia
Services provided
Haines Muir Hill Pty Ltd, a midsize Accounting company, is located in Doncaster East, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Croydon South, Australia
Services provided
Geyer Accountants is an Accounting company. They specialize in Accounting and Business Consulting and are in Croydon South, Australia.
Read more -
UndisclosedUndisclosed2 - 9Forest Hill, Australia
Services provided
Hamilton Morello Pty Ltd is a small Accounting company in Forest Hill, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Horsham, Australia
Services provided
Glenn Thomas Connor is an Accounting company. Their small team is headquartered in Horsham, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wichita, KS
Services provided
Professional Tax & Accounting is an Accounting company launched in 2010. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Frankston, Australia
Services provided
Small Accounting company Harper Group Pty Ltd, is in Frankston, Australia. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Melbourne, Australia
Services provided
GLW Analysis Services is an Accounting company. The Melbourne, Australia-based agency offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Derrimut, Australia
Services provided
Golden Bookkeepers is a small Accounting company located in Derrimut, Australia. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Melbourne, Australia
Services provided
Harvey Allatt & Co Pty Ltd is an Accounting company. They are located in Melbourne, Australia and have small team. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Horsham, Australia
Services provided
Green Taylor Partners is an Accounting company. Founded in 1942, their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Heidelberg, Australia
Services provided
Harvie Dynes & Associates, a small Accounting company, is in Heidelberg, Australia. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49St Kilda, Australia
Services provided
Accounting company HBO Accounting offers Accounting. They were launched in 1980.
Read more -
UndisclosedUndisclosed2 - 9Mansfield, Australia
Services provided
Henry Partners Pty Ltd, a small Accounting company, is based in Mansfield, Australia. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Orlando, FL
Services provided
Founded in 2007, Laus Consulting Services LLC is an Accounting company. The team provides Accounting and Business Consulting and is based in Orlando, Florida.
Read more -
UndisclosedUndisclosed10 - 49Malvern, Australia
Services provided
Greenberg & Co is an Accounting company. The Malvern, Australia-based firm was founded in 1987. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Chadstone, Australia
Services provided
Small Accounting company GSW Bookkeeping and Tax Solutions , is in Chadstone, Australia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Kregel & Company CPA is an Accounting company. They are in Philadelphia, Pennsylvania, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49South Geelong, Australia
Services provided
ID Accounting & Wealth Solutions is an Accounting company. The South Geelong, Australia-based team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Canadian, Australia
Services provided
ING Accounting is an Accounting company. Their small team is located in Canadian, Australia. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Plano, TX
Services provided
Shamshiri CPA Group, PLLC is an Accounting company. The Plano, Texas-based agency was founded in 2016. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Wollongong, Australia
Services provided
Headquartered in Wollongong, Australia, ASL Accounting & Tax is an Accounting company. Launched in 2016, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Unanderra, Australia
Services provided
Teiffel & Associates is an Accounting company. They are headquartered in Unanderra, Australia, and their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Geelong, Australia
Services provided
Patrick Rowan & Associates is a small Accounting company established in 1973. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Newtown, Australia
Services provided
Scotts Chartered Accountants is an Accounting company. The Newtown, Australia-based agency was founded in 2010. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Cranbourne, Australia
Services provided
Founded in 1979, Insight Accounting is an Accounting company. The team offers Accounting and Business Consulting and is located in Cranbourne, Australia.
Read more -
UndisclosedUndisclosed10 - 49North Geelong, Australia
Services provided
Canny Group is an Accounting company. The team is located in North Geelong, Australia, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Boulder, CO
Services provided
Boulder CPA Group, P.C. Is an Accounting company. They are located in Boulder, Colorado and have small team. They specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Laurieton, Australia
Services provided
Isaacs & Cole is an Accounting company launched in 1994. The agency provides Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed50 - 249Aitkenvale, Australia
Services provided
Maclean Partners, an Accounting company, was founded in 1985. The firm provides Accounting, and is midsize.
Read more -
UndisclosedUndisclosed50 - 249Boulder, CO
Services provided
Established in 1956, Brock and Company, CPAs PC is an Accounting company. Based in Boulder, Colorado, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Cairns North, Australia
Services provided
Cutting Edge Accounting, an Accounting company, was founded in 2012. The small team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bulleen, Australia
Services provided
Based in Bulleen, Australia, J & M Tax Partners is a small Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Boulder, CO
Services provided
GRAHAM & COMPANY P.C. CPAs, an Accounting company, was founded in 1987. The agency offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Boulder, CO
Services provided
JOHNSON KIGHTLINGER & CO is a small Accounting company in Boulder, Colorado. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Cairns City, Australia
Services provided
Accounting company Grubers Beckett Chartered Accountants is headquartered in Cairns City, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Boulder, CO
Services provided
Kingsbery CPAs, an Accounting company, was launched in 1980. They specializes in Accounting and Business Consulting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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
-
$1,000+< $25 / hr250 - 999Coimbatore, India
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
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
$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 / hr250 - 999
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 - 999
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
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% 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+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 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 -
$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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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.