Top Financial Services Firms
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Featured
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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 - 9
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The Bottom Line, Bookkeeping Services LLC is an Accounting company. The Denver, Colorado-based team offers Accounting.
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UndisclosedUndisclosed50 - 249Wheaton, IL
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Remote Employee is a Marketing Strategy company. They are located in Wheaton, Illinois and San Fernando, Philippines, and their services include Marketing Strategy and Digital Strategy.
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UndisclosedUndisclosed10 - 49
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Alexander Bright is an Accounting and Financial Advising & Planning company launched in 2021. Based in Australia, the team offers Accounting and Financial Advising & Planning.
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$5,000+Undisclosed50 - 249Melbourne, Australia
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In Melbourne, Australia and Brisbane City, Australia, Visory is an Accounting company. Founded in 2021, the team specializes in Accounting.
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$5,000+$100 - $149 / hr10 - 49Melbourne, Australia
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Corporate Law company Andersen in Australia provides Corporate Law and Tax Law. They were founded in 2020.
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Undisclosed< $25 / hr50 - 249
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K. K. Outsourcing Pvt. Ltd. Is a Finance & Accounting Outsourcing (FAO) company. Founded in 2016, their team provides Finance & Accounting Outsourcing (FAO) and Business Consulting.
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UndisclosedUndisclosed250 - 999Hialeah, FL
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Launched in 2000, Southwestern Insurance , a midsize Insurance Services & Brokers company, is located in Hialeah, Florida. Their services include Insurance Services & Brokers.
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$10,000+$150 - $199 / hr50 - 249Riverside, CA
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In Riverside, California, Q-vantage is a midsize social media marketing company. Their services include Social Media Marketing and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Established in 1984, CA4IT is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Santa Clara, CA
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Founded in 2003, Silicon Valley Accounting Solutions is a small Accounting company in Santa Clara, California. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Westminster, CO
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Established in 2012, ReliAscent LLC is an Accounting company. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Washington, DC
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Hurdlr, a small Accounting company, is located in Washington, District of Columbia. The team specializes in Accounting.
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$1,000+$50 - $99 / hr2 - 9Northbridge, Australia
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Located in Northbridge, Australia, Auditax Accountants is an Accounting company. They offer Accounting and Business Consulting.
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$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
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In Dubai, United Arab Emirates, CAPEX Auditing is a Finance & Accounting Outsourcing (FAO) company. They offer Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2012.
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$1,000+$150 - $199 / hr10 - 49Raleigh, NC
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Founded in 2000, Steward Ingram & Cooper PLLC is a small Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed250 - 999Ho Chi Minh, Vietnam
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Odyssey Resources, a Finance & Accounting Outsourcing (FAO) and Accounting company, was launched in 1998. The agency focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is midsize.
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UndisclosedUndisclosed10 - 49Olathe, KS
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Fortiviti is an Accounting company. They are based in Olathe, Kansas and have small team. They specialize in Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Norwood, Australia
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Established in 2017, Stream Business Consulting is an Accounting company. The team specializes in Accounting and Ecommerce Marketing.
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$1,000+$300+ / hr2 - 9Miami, FL
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Based in Miami, Florida, Advanced Tax Advisors is a small Business Consulting company. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Maple Grove, MN
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Global Tax Network is a midsize Accounting company. They focus on Accounting and were launched in 2000.
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UndisclosedUndisclosed10 - 49Jaipur, India
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Karnani & Co., an Accounting company, focus on Accounting. They were established in 1990.
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$1,000+$50 - $99 / hr10 - 49Edmond, OK
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Vertices is an Accounting company launched in 2018. The firm offers Accounting and Finance & Accounting Outsourcing (FAO).
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$250,000+$300+ / hr2 - 9
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Launched in 2020, Renzo Capital Corp is a Commercial Financing company. The small team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Comfort Financial Solutions is a Las Vegas, Nevada-based Insurance Services & Brokers company. Founded in 2021, the team focuses on Insurance Services & Brokers.
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$1,000+Undisclosed2 - 9Larkspur, CA
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GetSure is an Insurance Services & Brokers company. Launched in 2020, the company offers Insurance Services & Brokers.
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$1,000+< $25 / hr10 - 49London, England
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Kanexy Pvt Ltd, a small Business Consulting company, is based in London, England. Their services include Business Consulting and Mobile App Development.
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Undisclosed$25 - $49 / hr2 - 9Mulgrave, Australia
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SEED PLUS - Bookkeeping, Accounting and Tax Serivces is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their services include Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Stirling, Australia
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Carbon Group is an Accounting company. The Stirling, Australia-based company was launched in 2014. Their team provides Accounting and Financial Advising & Planning.
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$100,000+$100 - $149 / hr2 - 9Southampton, England
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Power Accountax is a small Accounting company. Founded in 2000, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9دبي, United Arab Emirates
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See all 1 projectsSaif Chartered Accountants offers services such as bookkeeping, financial reporting, and online accounting using Zoho books. The overall feedback emphasizes their timeliness, professional service, and effective communication. Clients find their fees affordable, although there is a suggestion for a potential increase in charges to reflect the quality of service provided.
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$1,000+$200 - $300 / hr2 - 9Chicago, IL
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South Loop CPA LLC is an Accounting company. The team is headquartered in Chicago, Illinois and Chicago, Illinois, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Athens, GA
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Peach BPO Atlanta & Athens is a Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting and were launched in 2019.
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$1,000+$25 - $49 / hr2 - 9Doha, Qatar
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Crown Accounting & Technology LLC is a Finance & Accounting Outsourcing (FAO) and Accounting company established in 2021. The company focuses on Finance & Accounting Outsourcing (FAO) and
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$25,000+Undisclosed2 - 9Dallas, TX
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See all 1 projectsCitizens Public Adjusters specializes in managing complex insurance claims for business properties, particularly those affected by severe weather damage. Reviews highlight the company’s expertise in insurance claims, their detailed approach, and effective negotiation skills, resulting in substantial settlements for their clients. The overall feedback underscores their attentiveness, professionalism, and strong communication practices.
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$1,000+$200 - $300 / hr50 - 249Miami Beach, FL
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Joorney LLC is a Market Research company. They were launched in 2013 and focus on Market Research and Business Consulting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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See all 1 projectsTsinghua Certified Public Accountants (Milan) is an accounting services firm specializing in bookkeeping, financial reporting, tax preparation, and business auditing. The company is noted for its professional setup and friendly staff; however, 100% of reviewers express dissatisfaction with their lack of communication and proactivity, emphasizing a need for improved client engagement and timely updates on regulatory changes.
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$1,000+$50 - $99 / hr10 - 49Milwaukee, WI
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ILRAA Data & Analytics is a big data company. Their small team of employees is located in Milwaukee, Wisconsin. Their team provides BI & big data consulting & SI and ERP consulting and SI.
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$1,000+$50 - $99 / hr10 - 49
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Work Accelerated is a Business Consulting company. Headquartered in Greenwich, Connecticut, the agency provides Business Consulting and Accounting.
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Undisclosed< $25 / hr2 - 9Stevenson Ranch, CA
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Evmark Business Solutions, a small Accounting company, is headquartered in Stevenson Ranch, California. The team focuses on Accounting and Insurance Services & Brokers.
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$5,000+$200 - $300 / hr50 - 249City of London, England
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Croco IT, a Digital Strategy company, is in City of London, England. They specialize in Digital Strategy and Web Design and were launched in 2016.
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UndisclosedUndisclosed2 - 9Palm Bay, FL
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CloudBooks+ is a small Accounting company based in Palm Bay, Florida. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49New Delhi, India
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My Tax Adviser is an Accounting company. Founded in 2016, their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hrFreelancerSharjah, United Arab Emirates
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BDJ Consult, an Accounting company, provide Accounting and Business Consulting. They were founded in 2018.
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$250,000+Undisclosed10 - 49
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Commercial Financing company A1 Finance investment group was founded in 1980. The agency focuses on Commercial Financing and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Canton, MI
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Schultz & Associates, CPA is an Accounting company established in 1992. The team provides Accounting and is headquartered in Canton, Michigan.
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UndisclosedUndisclosed50 - 249
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See all 1 projectsZaidi Accountant provides services in financial statement preparation, bookkeeping, tax planning, and auditing. Reviews highlight their expertise and experience in accounting and auditing, with a commitment to timely and responsive service. They are noted for identifying and resolving financial risks and improving internal controls, although regular communication and adherence to deadlines remain areas for potential improvement.
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UndisclosedUndisclosed10 - 49Miami, FL
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Pronto Income Tax is a Miami, Florida-based Accounting company. Launched in 1991, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Madrid, Spain
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ETFmatic is a Financial Advising & Planning company. Headquartered in Ixelles, Belgium and Madrid, Spain, their team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49
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Accounting company White Raven Accounting & Bookkeeping was launched in 2021. The team offers Accounting and is headquartered in Calgary, Canada.
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UndisclosedUndisclosed2 - 9Kent Town, Australia
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Located in Kent Town, Australia, Clarke & Brownrigg Chartered Accountants is an Accounting company. They focus on Accounting and were founded in 1998.
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List of the Top 15 Financial Services Companies
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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$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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 -
$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 / 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 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 Market PresenceService focus
60% Accounting40% 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+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% 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
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.