Top Financial Services Firms
-
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 branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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.
-
$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.
Read more -
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.
Read more -
$1,000+Undisclosed2 - 9Larkspur, CA
Services provided
GetSure is an Insurance Services & Brokers company. Launched in 2020, the company offers Insurance Services & Brokers.
Read more -
$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.
Read more -
Undisclosed$25 - $49 / hr2 - 9Mulgrave, Australia
Services provided
SEED PLUS - Bookkeeping, Accounting and Tax Serivces is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their services include Finance & Accounting Outsourcing (FAO).
Read more -
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.
Read more -
$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.
Read more -
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.
-
$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).
Read more -
$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.
Read more -
$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
Read more -
$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.
-
$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.
Read more -
UndisclosedUndisclosed10 - 49Milano, Italy
Services provided
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.
-
$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.
Read more -
$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.
Read more -
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.
Read more -
$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.
Read more -
UndisclosedUndisclosed2 - 9Palm Bay, FL
Services provided
CloudBooks+ is a small Accounting company based in Palm Bay, Florida. Their services include Accounting and Business Consulting.
Read more -
$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).
Read more -
$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.
Read more -
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.
Read more -
$250,000+Undisclosed10 - 49
Services provided
Commercial Financing company A1 Finance investment group was founded in 1980. The agency focuses on Commercial Financing and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed50 - 249
Services provided
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.
-
UndisclosedUndisclosed10 - 49Miami, FL
Services provided
Pronto Income Tax is a Miami, Florida-based Accounting company. Launched in 1991, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Madrid, Spain
Services provided
ETFmatic is a Financial Advising & Planning company. Headquartered in Ixelles, Belgium and Madrid, Spain, their team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Accounting company White Raven Accounting & Bookkeeping was launched in 2021. The team offers Accounting and is headquartered in Calgary, Canada.
Read more -
UndisclosedUndisclosed2 - 9Kent Town, Australia
Services provided
Located in Kent Town, Australia, Clarke & Brownrigg Chartered Accountants is an Accounting company. They focus on Accounting and were founded in 1998.
Read more -
UndisclosedUndisclosed2 - 9Noida, India
Services provided
Located in Noida, India, AMPUESTO CONSULTANCY PRIVATE LIMITED is a Finance & Accounting Outsourcing (FAO) company. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Harīpur, Pakistan
Services provided
Located in Harīpur, Pakistan, Al-Muhasib & Co. Is an Accounting company. The team provides Accounting and Financial Consulting.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
Business Consulting company AdlerAccountants was established in 2021. The company focuses on Business Consulting and Commercial Financing, and is midsize.
Read more -
$5,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Services provided
See all 1 projectsElevate Auditing is a Prominent Auditing Company in UAE. Elevate is recognized as best Auditing Company approved by many Free Zones in UAE. Elevate is DMCC Approved Auditor & DIFC Approved
Read more -
$1,000+$100 - $149 / hr10 - 49Boston, MA
Services provided
Walter & Shuffain is a small Boston, Massachusetts-based Accounting company. The team provides Accounting.
Read more -
$1,000+$100 - $149 / hr2 - 9Tampa, FL
Services provided
Taxes Tampa LLC is an Accounting company founded in 2017. The agency specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$100 - $149 / hr2 - 9Denver, CO
Services provided
Founded in 2014, Barta Business Group is an Accounting company. The agency offers Accounting and Finance & Accounting Outsourcing (FAO), and is small.
Read more -
$1,000+$25 - $49 / hr10 - 49București, Romania
Services provided
Shilo Audit Finance is an Accounting company. Established in 2009, the firm is located in București, Romania. Their team offers Accounting.
Read more -
$5,000+$300+ / hr10 - 49دبي, United Arab Emirates
Services provided
Located in دبي, United Arab Emirates, SNR Associates is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$10,000+$50 - $99 / hr10 - 49Jaipur, India
Services provided
Accounting company Arvian Business Solutions Pvt Ltd is headquartered in Jaipur, India. The team provides Accounting and Social Media Marketing.
Read more -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
IBM Global - Offshore bank account UAE is a Dubai, United Arab Emirates-based Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
Read more -
$1,000+$100 - $149 / hr10 - 49Mississauga, Canada
Services provided
Mohit Grover is a Commercial Financing company. They are headquartered in Mississauga, Canada and have small team of experts. Their services include Commercial Financing and Accounting.
Read more -
$1,000+< $25 / hr10 - 49Los Angeles, CA
Services provided
Insurance Services & Brokers company Simpler Horizons Insurance Solutions was launched in 2012. The company offers Insurance Services & Brokers, and is small.
Read more -
$1,000+$200 - $300 / hr10 - 49
Services provided
Verity CPAs is an Accounting company. They are located in Honolulu, Hawaii and Waimea, Hawaii and have small team of experts. Their services include Accounting.
Read more -
$1,000+$100 - $149 / hr10 - 49League City, TX
Services provided
See all 1 projectsPioneer Capital Ltd provides comprehensive financial services including bookkeeping, financial reporting, and investment planning. Client reviews highlight the firm's impressive financial options, exceptional customer service, and reasonable pricing. Overall, Pioneer Capital Ltd is praised for their effective engagement and timely communication, significantly advancing clients' financial planning within short time frames.
-
$1,000+$25 - $49 / hr50 - 249
Services provided
See all 2 projectsOptima Solutions specializes in web and mobile app development, including WordPress plugin creation and Progressive Web Application (PWA) technology. The reviews consistently highlight the company's effective project management, timely delivery, and supportive team, with particular mention of their strong customer service and alignment with client values. Clients appreciate their responsible working spirit and the value offered for the cost.
-
UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
See all 1 projectsHCA Consulting Group offers services such as bookkeeping and financial reporting, effectively coordinating transactions and delivering statements for CPA use. Reviews highlight their strong communication, timely delivery, and ability to address client needs, with suggestions for client education enhancements noted as a potential area for improvement. Overall, HCA Consulting Group is praised for its responsiveness and professionalism.
-
$1,000+$200 - $300 / hr50 - 249Tucson, AZ
Services provided
BeachFleischman PLLC is an Accounting company. Founded in 1990, the team provides Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed1,000 - 9,999Aberdeen, Scotland
Services provided
Established in 1990, AAB is an Accounting company. Headquartered in Aberdeen, Scotland and Edinburgh, Scotland, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Austin, TX
Services provided
Bald Ginger is a small Accounting company based in Austin, Texas. Their services include Accounting.
Read more -
$1,000+< $25 / hr2 - 9Miraflores, Peru
Services provided
Noticiero Contable, an Accounting company, is based in Miraflores, Peru. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
People Foco Agency Ltd is an Accounting company founded in 2015. The small team specializes in Accounting and Staffing.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
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
-
$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% 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+< $25 / hr1,000 - 9,999
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+$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 -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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+$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 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% 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 -
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.