Top Financial Services Firms
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$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.
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UndisclosedUndisclosed2 - 9Geelong, Australia
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In Geelong, Australia, Geelong Premier Bookkeeping and Business Solutions is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Pakenham, Australia
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Launched in 1999, Robertson Wouters is an Accounting company. The firm focuses on Accounting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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Small Accounting company MOODY & O'NEAL CPAs LLC, is based in Mount Pleasant, South Carolina. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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Hood & Selander CPAs, LLC is a small Mount Pleasant, South Carolina-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Prahran, Australia
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Mora & Co is an Accounting company. Their team is in Prahran, Australia. The firm offers Accounting.
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UndisclosedUndisclosed2 - 9North Charleston, SC
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Riser, McLaurin & Gibbons LLP is an Accounting company in North Charleston, South Carolina. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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Hood & Associates, LLC is an Accounting company. They are headquartered in Mount Pleasant, South Carolina and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Reservoir, Australia
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Accountants EDGE, a small Accounting company, is located in Reservoir, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Mount Pleasant, SC
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Moody Associates, P.A. Is an Accounting company. The Mount Pleasant, South Carolina-based team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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TaxPlanners is a small Accounting company located in Melbourne, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Summerville, SC
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Taylor, Miles & Associates, P.A. Is a small Accounting company headquartered in Summerville, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Croydon, Australia
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Schutt Accounting & Tax, a small Accounting company, is in Croydon, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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Based in Mount Pleasant, South Carolina, David M. Fulton, CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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Accounting company Strategic Accounting Outsource Solutions, LLC was founded in 2012. Based in Mount Pleasant, South Carolina, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Doncaster East, Australia
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Roy A. McDonald is an Accounting company. In Doncaster East, Australia, the company was launched in 1965. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Shepparton, Australia
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Metzke + Allen is a Shepparton, Australia-based Accounting company. Founded in 1960, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Notting Hill, Australia
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Miles Townsend is a small Notting Hill, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Headquartered in Melbourne, Australia, Miller Hannaker & Middleton is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Boronia, Australia
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Proactive Accountants & Business Advisors is a small Accounting company based in Boronia, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mansfield, Australia
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Small Accounting company Proactive Tax & Business Services, is in Mansfield, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Malvern East, Australia
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Profit Focus Partners Pty Ltd is a small Accounting company headquartered in Malvern East, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Prompt Tax Returns & Business Services is an Accounting company. They are located in Melbourne, Australia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Ballarat Central, Australia
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Prowse Perrin & Twomey is a small Accounting company established in 1967. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Wantirna, Australia
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SAS On Call Accountant, an Accounting company, is based in Wantirna, Australia. Established in 2002, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Soldiers Hill, Australia
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Small Accounting company Adam Seery, is in Soldiers Hill, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Preston, Australia
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Tax Integrity Group is a small Preston, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Craigieburn, Australia
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Top Accounting & Taxation Services is an Accounting company. They are based in Craigieburn, Australia and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Frankston, Australia
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In Frankston, Australia, Rob Manley Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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In Pasadena, California, Valbridge Property Advisors | Los Angeles is a Commercial Financing company. They provide Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Flemington, Australia
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Established in 2011, Waterson Accounting is a small Flemington, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Shepparton, Australia
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Corbetts is an Accounting company. They are in Shepparton, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bakery Hill, Australia
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Quinney & Associates is a small Bakery Hill, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pakenham, Australia
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R J Tyrrell & Co is an Accounting company founded in 1998. Based in Pakenham, Australia, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Keysborough, Australia
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Randsmith Accountants, a small Accounting company, is in Keysborough, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rosanna, Australia
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Rankin & Young is a small Accounting company based in Rosanna, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Clayton, Australia
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Real Businesss Accountants , a small Accounting company, is located in Clayton, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wheelers Hill, Australia
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WHM Partners is a Wheelers Hill, Australia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pascoe Vale, Australia
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RDV Business Solutions is an Accounting company. Their small team is headquartered in Pascoe Vale, Australia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mitcham, Australia
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ASR Partners is an Accounting company. Based in Mitcham, Australia, the firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ballarat Central, Australia
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In Ballarat Central, Australia, Barker & Jennings is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Surrey Hills, Australia
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Mitchell Partners is an Accounting company launched in 1992. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Caroline Springs, Australia
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MJ Bookkeeping and Accounting Services is a small Accounting company launched in 2011. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Moonee Ponds, Australia
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MKS Group, an Accounting company, is in Moonee Ponds, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Mount Waverley, Australia
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Launched in 1989, Monash Business Centre is an Accounting company. The team offers Accounting and is headquartered in Mount Waverley, Australia.
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UndisclosedUndisclosed10 - 49Richmond, Australia
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Rees Group Pty Ltd is a small Richmond, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Docklands, Australia
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Rising Tide Financial Services, an Accounting company, was established in 2005. The team focuses on Accounting and is headquartered in Docklands, Australia.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting company Gl Commercial Property Management, is in Los Angeles, California. Their services include Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Mornington, Australia
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Robbins & Co. Is a small Accounting company in Mornington, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Coorparoo, Australia
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Moore Super is an Accounting company. Established in 2005, the agency is headquartered in Coorparoo, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fitzroy North, Australia
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Moran Chartered Accountants is a small Accounting company. Established in 1972, the team offers Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$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.