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 - 9Burwood East, Australia
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Small Accounting company Robert J Nixon and Associates, is headquartered in Burwood East, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dandenong, Australia
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Accounting company Morton Watson & Young is headquartered in Dandenong, Australia. They focus on Accounting and Business Consulting and were founded in 1912.
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UndisclosedUndisclosed2 - 9Culver City, CA
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Small Commercial Financing company Continental Development Group, LLC, is in Culver City, California. The team specializes in Commercial Financing and Commercial Development.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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MRV Solutions is an Accounting company. They are based in Melbourne, Australia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Balwyn, Australia
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Launched in 1999, Karaco is a small Balwyn, Australia-based Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kew East, Australia
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VEES Accounting is an Accounting company in Kew East, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mount Waverley, Australia
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Accounting company Rogerson Kenny focuses on Accounting. They were founded in 1976.
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UndisclosedUndisclosed2 - 9Point Lonsdale, Australia
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Ross de Blaquiere Pty Ltd is an Accounting company. Their small team is based in Point Lonsdale, Australia. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Carlton, Australia
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Ross McDermott, a small Accounting company, is based in Carlton, Australia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Braeside, Australia
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Launched in 1983, Ross Wadeson Accountants is an Accounting company. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pakenham, Australia
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MTSE Accounting Services is a small Pakenham, Australia-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pacific Paradise, Australia
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Small Accounting company Starkas, is in Pacific Paradise, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Deepdene, Australia
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Accounting company Munday Wilkinson is located in Deepdene, Australia. They provide Accounting and were founded in 2000.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Small Accounting company Fortune5: Melbourne, is headquartered in Melbourne, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Horsham, Australia
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Watts Price Accountants is an Accounting company based in Horsham, Australia. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kew, Australia
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Murdoch Partners is an Accounting company. They are in Kew, Australia and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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LT Executive Search is a Los Angeles, California-based Accounting company. The team focuses on Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Willis Partners is a small Melbourne, Australia-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Sydney, Australia
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Hall Chadwick is an Accounting company. Their midsize team is located in Sydney, Australia and Melbourne, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Mount Waverley, Australia
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George Sparis & Associates is an Accounting company founded in 1987. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Houston, TX
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Accounting company Apex Group of Companies offers Accounting and Contract Manufacturing. They are in Houston, Texas.
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UndisclosedUndisclosed2 - 9Toorak, Australia
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Auctus Advisory is an Accounting company. The Toorak, Australia-based agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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SAPTax is an Accounting company. They provide Accounting and Business Consulting and were launched in 2008.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Accounting company Sartori Freeman is in Melbourne, Australia. They focus on Accounting and were founded in 1925.
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UndisclosedUndisclosed50 - 249Blackburn, Australia
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Saward Dawson is an Accounting company founded in 1984. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Yarra, Australia
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Tax Affair, an Accounting company, is in South Yarra, Australia. They focus on Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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SBG Accountants is a small Accounting company located in Melbourne, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Docklands, Australia
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Bull & Associates is a small Accounting company established in 2000. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Kew, Australia
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Schwarz & Reynolds Chartered Accountants is an Accounting company. They are based in Kew, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Templestowe, Australia
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Accounting company Ian Cameron & Co. Was launched in 2001. The team provides Accounting and is located in Templestowe, Australia.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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MPT Group, a small Accounting company, is in Melbourne, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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Gold Standard Asset Management is a small Hawthorne, California-based Commercial Financing company. The team focuses on Commercial Financing and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Wodonga, Australia
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Provincial Accountants is a small Accounting company located in Wodonga, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Gate, CA
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Andes Business Solutions is a Commercial Property Management company in South Gate, California. Their services include Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Somerville, Australia
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EQUIP Accounting is an Accounting company. They are headquartered in Somerville, Australia and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Conrad Property Management Inc., a Commercial Property Management company, offer Commercial Property Management and Accounting. They were established in 2015.
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UndisclosedUndisclosed10 - 49Southbank, Australia
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SEIVA is an Accounting company. The agency is headquartered in Southbank, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Warragul, Australia
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Raymond Partners is an Accounting company. They focus on Accounting and Business Consulting and were launched in 1981. The agency is based in Warragul, Australia.
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UndisclosedUndisclosed10 - 49Mount Waverley, Australia
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Semmens Partners, an Accounting company, was established in 2011. The company offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bakery Hill, Australia
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Bicknells Accountants is an Accounting company. The small Bakery Hill, Australia-based team provides Accounting and Business Consulting. The company was established in 1999.
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UndisclosedUndisclosed2 - 9Mernda, Australia
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RTB Accounting Group is an Accounting company. They are based in Mernda, Australia and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Geelong, Australia
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McHenry Partners is an Accounting company. Established in 1995, the team focuses on Accounting and Business Consulting. The company is headquartered in Geelong, Australia.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Jeffrey Thomas and Partners is an Accounting company founded in 1981. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Platinum Capital Realty, a small Commercial Brokerage Services company, is based in Los Angeles, California. The team specializes in Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Rancho Palos Verdes, CA
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Commercial Brokerage Services company Harbor Property Management focuses on Commercial Brokerage Services and Accounting. They are based in Rancho Palos Verdes, California.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Allstate HOA Management, a small Commercial Property Management company, is located in Los Angeles, California. The team focuses on Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Maribyrnong, Australia
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William Vamvakidis & Co. Is a small Accounting company. Launched in 1985, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Located in Los Angeles, California, TNG Property Management is a small Commercial Property Management company. The team offers Commercial Property Management and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Craigieburn, Australia
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RSG Accountants is a small Craigieburn, Australia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Moonee Ponds, Australia
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Robert Squillace & Associates, a small Accounting company, is based in Moonee Ponds, Australia. Their services include 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.