Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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In Pasadena, California, Valbridge Property Advisors | Los Angeles is a Commercial Financing company. They provide Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Flemington, Australia
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Established in 2011, Waterson Accounting is a small Flemington, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Shepparton, Australia
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Corbetts is an Accounting company. They are in Shepparton, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bakery Hill, Australia
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Quinney & Associates is a small Bakery Hill, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pakenham, Australia
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R J Tyrrell & Co is an Accounting company founded in 1998. Based in Pakenham, Australia, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Rosanna, Australia
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Rankin & Young is a small Accounting company based in Rosanna, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wheelers Hill, Australia
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WHM Partners is a Wheelers Hill, Australia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pascoe Vale, Australia
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RDV Business Solutions is an Accounting company. Their small team is headquartered in Pascoe Vale, Australia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mitcham, Australia
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ASR Partners is an Accounting company. Based in Mitcham, Australia, the firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ballarat Central, Australia
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In Ballarat Central, Australia, Barker & Jennings is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Surrey Hills, Australia
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Mitchell Partners is an Accounting company launched in 1992. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Caroline Springs, Australia
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MJ Bookkeeping and Accounting Services is a small Accounting company launched in 2011. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Moonee Ponds, Australia
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MKS Group, an Accounting company, is in Moonee Ponds, Australia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Richmond, Australia
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Rees Group Pty Ltd is a small Richmond, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Docklands, Australia
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Rising Tide Financial Services, an Accounting company, was established in 2005. The team focuses on Accounting and is headquartered in Docklands, Australia.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting company Gl Commercial Property Management, is in Los Angeles, California. Their services include Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Mornington, Australia
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Robbins & Co. Is a small Accounting company in Mornington, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Coorparoo, Australia
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Moore Super is an Accounting company. Established in 2005, the agency is headquartered in Coorparoo, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fitzroy North, Australia
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Moran Chartered Accountants is a small Accounting company. Established in 1972, the team offers Accounting and Business Consulting.
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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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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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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
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We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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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
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.8/40.017.8/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.5/40.016.8/20 Reviews10/10 Clients & Experience9.7/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.4/40.016.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% 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 -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
35.7/40.017.6/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
25% Accounting75% 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 - $49 / hr1,000 - 9,999
Ability to deliver
35.3/40.016.2/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
33.7/40.016.4/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.6/40.017/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 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 / hr50 - 249Philadelphia, PA
Ability to deliver
32.6/40.016.2/20 Reviews9.8/10 Clients & Experience6.6/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.1/40.018/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
31.9/40.017.6/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.4/20 Reviews8.4/10 Clients & Experience7/10 Market PresenceService focus
75% Accounting25% 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 -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
31.8/40.016.2/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.7/40.016.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.7/40.016.2/20 Reviews10/10 Clients & Experience5.5/10 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.