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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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in fintech and startup clients, offering services such as branding, website development, and SEO optimization. The reviews reveal a 100% positive feedback rate, highlighting impressive project management, responsive communication, and strategic expertise. Over 50% of reviewers commend CSTMR's ability to enhance brand awareness and digital presence, while all mention the agency’s strong partnership approach and commitment to client success.
$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 - 9New Delhi, India
Services provided
See all 1 projectsRMG Consulting provides comprehensive services including bookkeeping, financial statement preparation, tax preparation and planning, and legal support. The reviews highlight their exceptional accuracy, efficiency, and commitment to delivering measurable outcomes, such as maintaining a reconciliation accuracy rate of over 98% and reducing tax liabilities by 10%. Clients consistently praise their professionalism, responsiveness, and dedication to cost efficiency.
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$1,000+$25 - $49 / hr1,000 - 9,999Bolingbrook, IL
Services provided
CES Limited is a Bolingbrook, Illinois-based cloud consulting & SI company. The team offers cloud consulting & SI and Finance & Accounting Outsourcing (FAO).
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$25,000+Undisclosed1,000 - 9,999Mumbai, India
Services provided
Finance & Accounting Outsourcing (FAO) company Nexdigm is located in Mumbai, India and Warsaw, Poland. The team provides Finance & Accounting Outsourcing (FAO) and Procurement Support.
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UndisclosedUndisclosed10 - 49Providence, RI
Services provided
GrowthLab Financial Services is a Business Consulting company. Their small team is headquartered in Providence, Rhode Island. Their services include Business Consulting and Accounting.
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$1,000+$200 - $300 / hr10 - 49
Services provided
See all 3 projects<p>Watter CPA is your trusted partner in accounting and advisory services. Located in Rockville, Maryland, we have been serving clients across various industries since 1988. Our firm, founded
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$1,000+Undisclosed2 - 9Calgary, Canada
Services provided
Twenty Eighty, an Accounting company, is in Calgary, Canada and Calgary, Canada. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
Services provided
The Bottom Line, Bookkeeping Services LLC is an Accounting company. The Denver, Colorado-based team offers Accounting.
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UndisclosedUndisclosed50 - 249Wheaton, IL
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
Established in 1984, CA4IT is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Santa Clara, CA
Services provided
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
Services provided
Established in 2012, ReliAscent LLC is an Accounting company. The small team specializes in Accounting and Business Consulting.
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$1,000+$50 - $99 / hr2 - 9Northbridge, Australia
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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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UndisclosedUndisclosed10 - 49Washington, DC
Services provided
Hurdlr, a small Accounting company, is located in Washington, District of Columbia. The team specializes in Accounting.
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$1,000+$300+ / hr2 - 9Miami, FL
Services provided
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
Services provided
Global Tax Network is a midsize Accounting company. They focus on Accounting and were launched in 2000.
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UndisclosedUndisclosed10 - 49Jaipur, India
Services provided
Karnani & Co., an Accounting company, focus on Accounting. They were established in 1990.
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$1,000+$50 - $99 / hr10 - 49Edmond, OK
Services provided
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
Services provided
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
Services provided
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+Undisclosed10 - 49Dubai, United Arab Emirates
Services provided
OCTOPUZ PROJECT MANAGMENT is an Accounting company. Located in Dubai, United Arab Emirates, the firm offers Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Larkspur, CA
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
See all 1 projectsTsinghua Certified Public Accountants (Milan) is a company providing comprehensive accounting services, including Tax Preparation, Financial Reporting, and Business Auditing. While clients appreciate the foundational accounting support, 100% of reviews indicated a need for improved proactivity and communication regarding tax regulations and deadlines, with no specific strengths noted beyond basic accounting capabilities.
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$1,000+$50 - $99 / hr10 - 49Milwaukee, WI
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
BDJ Consult, an Accounting company, provide Accounting and Business Consulting. They were founded in 2018.
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UndisclosedUndisclosed10 - 49Canton, MI
Services provided
Schultz & Associates, CPA is an Accounting company established in 1992. The team provides Accounting and is headquartered in Canton, Michigan.
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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.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
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.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 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
36/40.017.8/20 Reviews8.8/10 Clients & Experience9.5/10 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
33/40.016.4/20 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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.3/40.018.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.1/40.017.8/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% 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+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 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
32.1/40.015.6/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.6/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% 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
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.