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 - 9Doncaster, Australia
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Rucker Financial is a small Accounting and Business Consulting company in Doncaster, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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In Melbourne, Australia, J P H Financial Management is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Established in 2013, Safeguard Life is an Accounting company. The team offers Accounting and is in Melbourne, Australia.
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UndisclosedUndisclosed2 - 9Echuca, Australia
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Scott Turner & Associates is an Accounting company. They are in Echuca, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Frankston, Australia
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Shepard Webster & O'Neill Pty Limited is a small Accounting company in Frankston, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Greensborough, Australia
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Shewan Cartwright & Co is an Accounting company. The small Greensborough, Australia-based team offers Accounting. The firm was founded in 1984.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Founded in 2013, Golden Bee Properties is a small Accounting company. Their team specializes in Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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SKD Partner is an Accounting company headquartered in Melbourne, Australia. Founded in 2004, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Moonee Ponds, Australia
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MKA Accountants, an Accounting company, is headquartered in Moonee Ponds, Australia. Established in 2000, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Essendon Fields, Australia
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Accounting company Hoffman & Stops is located in Essendon Fields, Australia. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Taylors Lakes, Australia
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Santomartino Accountants is an Accounting company. They are headquartered in Taylors Lakes, Australia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Yarraville, Australia
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Yarra Tax is a small Accounting company headquartered in Yarraville, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9El Segundo, CA
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Waronzof Associates, Inc. Is a Commercial Financing company. Based in El Segundo, California, the team offers Commercial Financing and Business Consulting.
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UndisclosedUndisclosed2 - 9Sunbury, Australia
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Small Accounting company ABR Partners, is headquartered in Sunbury, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Preston, Australia
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Newman Koutsouridis & Co is an Accounting company. The Preston, Australia-based agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Brunswick, Australia
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Daley and Co. Is a small Brunswick, Australia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Glenroy, Australia
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Established in 2001, Demir & Co. Is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Redondo Beach, CA
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Civic Financial Services is a Commercial Financing company. They were founded in 2014, and their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Carlton, Australia
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Peter Sutton and Co. Is an Accounting company. The Carlton, Australia-based team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Parramatta, Australia
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FG accounting is an Accounting company. Their small team is based in Parramatta, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gig Harbor, WA
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Accounting company HOA Community Solutions was founded in 2008. The firm provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Knoxville, TN
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Strategic Consulting Solutions is an Accounting and Business Consulting company. The company is headquartered in Knoxville, Tennessee. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Briar Hill, Australia
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Accounting company Henderson & Varalla was launched in 1983. The firm provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Kew, Australia
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Crawford Accountants is a small Accounting company founded in 1986. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Bundoora, Australia
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TIS Financial Group is a small Bundoora, Australia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed250 - 999Toronto, Canada
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Located in Toronto, Canada, Apex Time Solutions is a midsize Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Collingwood, Australia
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Established in 1998, LR Partners is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Essendon, Australia
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Oxford Accounting Group is an Essendon, Australia-based Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Preston, Australia
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Anthony De Luca Partners is an Accounting company. The Preston, Australia-based company focuses on Accounting.
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UndisclosedUndisclosed10 - 49Rīga, Latvia
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Baltic Business Consulting Riga, an Accounting company, provides Accounting and Business Consulting. The agency is in Rīga, Latvia and Tallinn, Estonia.
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UndisclosedUndisclosed2 - 9Thornbury, Australia
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GMB Partners is an Accounting company. Their small team is headquartered in Thornbury, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kew East, Australia
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Bove & Associates is an Accounting company. They are located in Kew East, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tacoma, WA
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Tacoma Property Management, a small Commercial Brokerage Services company, is based in Tacoma, Washington. Their services include Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Rukard Group, Inc. Is a Los Angeles, California-based Commercial Financing company. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49Eltham, Australia
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Headquartered in Eltham, Australia, Andresen McCarthy Partners is an Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Coburg, Australia
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Tsiaras & Co is an Accounting company. Launched in 1999, the agency is based in Coburg, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Port Macquarie, Australia
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Sprague & Associates is a small Accounting company headquartered in Port Macquarie, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Epping, Australia
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In Epping, Australia, Borg & Salce Accountants is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Watsonia, Australia
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Scudieri & Associates, a small Accounting company, is based in Watsonia, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Rolling Hills Estates, CA
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Established in 2014, Altman Apartments is a Commercial Property Management company. The small team focuses on Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Carlton, Australia
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Paul Money Partners, a small Accounting company, is in Carlton, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Boston, MA
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Kenney Development Company Inc. Is a Boston, Massachusetts-based Commercial Property Management company. They specialize in Commercial Property Management and Accounting and were launched in 1977.
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UndisclosedUndisclosed2 - 9Boston, MA
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Lighthouse Realty Management LLC is a Commercial Development company. Their small team is based in Boston, Massachusetts and offers Commercial Development and Accounting. The firm was founded in
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UndisclosedUndisclosed10 - 49Somerton Park, Australia
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Gibson & Partners Chartered Accountants is an Accounting company. They are located in Somerton Park, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Thornbury, Australia
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Nicholson Partners is a small Accounting company launched in 1992. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plainville, MA
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Launched in 2002, Edgewood Development is an Accounting company. Their services include Accounting and Commercial Development.
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UndisclosedUndisclosed10 - 49Gurnee, IL
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ProData Workforce Solutions is a HR Consulting company. They were launched in 1998 and specialize in HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Ivanhoe East, Australia
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Andrew J Pope & Associates is an Accounting company. Headquartered in Ivanhoe East, Australia, the agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Commercial Brokerage Services company Northwest Condominium Services was founded in 2011. The team offers Commercial Brokerage Services and Accounting and is based in Seattle, Washington.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Headquartered in Los Angeles, California, Savel Architects is a small Accounting and Architectural Design company. The team provides Accounting and Architectural Design.
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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.