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 - 9Westlake Village, CA
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J.G. Management Co., Inc is a Commercial Brokerage Services company. They focus on Commercial Brokerage Services and Commercial Financing and are located in Westlake Village, California.
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UndisclosedUndisclosed2 - 9Alfredton, Australia
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Founded in 2011, SM Taxation Consultants is a small Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Small Business Works is an Accounting company. They are based in Chelsea, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Travancore, Australia
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Stafford Whelan is an Accounting company. They are headquartered in Travancore, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Morang, Australia
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Small Accounting company Graeme F Delany, is located in South Morang, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49South Yarra, Australia
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Founded in 1946, Stannards Accountants and Advisors is an Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fitzroy, Australia
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Brien's Taxation Service is an Accounting company. Located in Fitzroy, Australia, the firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Southbank, Australia
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Headquartered in Southbank, Australia, Stanwycks Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Boronia, Australia
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Stapleton Tax & Accounting is an Accounting company. Their small team is in Boronia, Australia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Richmond, Australia
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C L Rossart is an Accounting company. Their small team of employees is based in Richmond, Australia. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Balwyn, Australia
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CMA Group is a small Accounting company located in Balwyn, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Balwyn North, Australia
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Prospect Accountants, a small Accounting company, is in Balwyn North, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Bentleigh, Australia
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Launched in 1991, Stephens Plattfuss & Co is a small Bentleigh, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Albury, Australia
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Englehardt Superannuation & Accounting is an Accounting company. The firm is based in Albury, Australia. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Southbank, Australia
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Accounting company Morrows is in Southbank, Australia. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Rockhampton, Australia
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Kerry Rennie Chartered Accountant is a small Accounting company headquartered in Rockhampton, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Longley Property Management is a small Commercial Brokerage Services company in Seattle, Washington. Their services include Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed10 - 49Bellevue, WA
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Accounting company Agynbyte LLC is in Bellevue, Washington. They offer Accounting and Commercial Property Management.
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UndisclosedUndisclosed10 - 49Wodonga, Australia
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Stewart, Tracy & Mylon is a small Accounting company. They provide Accounting and were established in 1973.
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UndisclosedUndisclosed2 - 9Mount Waverley, Australia
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Stockx Accounting Services is an Accounting company. They are headquartered in Mount Waverley, Australia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ringwood, Australia
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Stone Financial Services is an Accounting company. The Ringwood, Australia-based company was founded in 2007. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9North Melbourne, Australia
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Stuart & Hunt is an Accounting company. They are based in North Melbourne, Australia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Camberwell, Australia
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Small Accounting company Chris Demiris, is headquartered in Camberwell, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Vermont, Australia
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Maggs Reid Stewart is an Accounting company. They are based in Vermont, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ringwood, Australia
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DW Groom Accounting is a small Ringwood, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Nunawading, Australia
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Korfage and Associates is a small Accounting company based in Nunawading, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Doncaster East, Australia
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Small Accounting company Lusi & Company, is based in Doncaster East, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Doncaster East, Australia
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Penn Business Solutions is a small Doncaster East, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Applecross, Australia
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Success Tax Professionals is a midsize Accounting company based in Applecross, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sunbury, Australia
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Suntax, an Accounting company, provides Accounting and Business Consulting. The company is headquartered in Sunbury, Australia.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Surety Valuations is an Accounting company based in Melbourne, Australia. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ringwood, Australia
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Neal Accountants, a small Accounting company, is located in Ringwood, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mornington, Australia
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Small Accounting company Susan J Smith & Co. , is in Mornington, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9South Yarra, Australia
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Small Accounting company Sutton Partners, is in South Yarra, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Doncaster, Australia
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Synstrat is an Accounting company. Founded in 1994, the team provides Accounting and Business Consulting. The agency is headquartered in Doncaster, Australia.
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UndisclosedUndisclosed10 - 49Traralgon, Australia
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Launched in 1998, McMillans is a small Traralgon, Australia-based Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lilydale, Australia
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In Lilydale, Australia, Gary J McCluskey & Associates is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Malvern East, Australia
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TAG Financial Services, an Accounting company, specializes in Accounting and Business Consulting. The agency is in Malvern East, Australia.
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UndisclosedUndisclosed2 - 9Brighton, Australia
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L. E. Hamilton & Co is an Accounting company. They are headquartered in Brighton, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kew, Australia
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Lenton Partners is an Accounting company. Based in Kew, Australia, the company was founded in 2006. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Blackburn, Australia
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Karla Eldridge and Associates is an Accounting company. Located in Blackburn, Australia, the firm was established in 1994. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ringwood, Australia
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Accounting company Paroissien Accountants was founded in 1914. The agency offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Issaquah, WA
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Located in Issaquah, Washington, Three Keys Property Management is a small Commercial Property Management company. Their services include Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Tullamarine, Australia
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Apex Tax and Accounting Solution is a small Tullamarine, Australia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bellevue, WA
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PropVIVO is a Bellevue, Washington-based Commercial Property Management company. Established in 2013, the team specializes in Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Ashwood, Australia
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In Ashwood, Australia, Tax Break Accounting is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kirkland, WA
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DCL Management LLC is a Commercial Property Management company. Their team is headquartered in Kirkland, Washington and provides Commercial Property Management and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Glen Waverley, Australia
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Tax Excellence is a small Glen Waverley, Australia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Carlton, Australia
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The CFO Solution, a small Accounting company, is in Carlton, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Werribee, Australia
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Tax Experts Accountants is an Accounting company. They were launched in 2015, and 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.