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 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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UndisclosedUndisclosed10 - 49
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Accountz LLC is an Accounting and Financial Advising & Planning company established in 2023. The company offers Accounting and Financial Advising & Planning, and is small.
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Undisclosed$200 - $300 / hr2 - 9New York, NY
Services provided
My Crypto CPA is a Blockchain and Accounting company launched in 2021. Their services include Blockchain and Accounting.
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UndisclosedUndisclosed2 - 9
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Founded in 2021, Mamun Hossain is a small SEO agency headquartered in Dhaka, Bangladesh. Their team offers Search Engine Optimization and Finance & Accounting Outsourcing (FAO).
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$10,000+$50 - $99 / hr10 - 49Jaipur, India
Services provided
See all 2 projectsArvian Business Solutions is India's leading E-commerce Account Management company, helping brands, manufacturers, and businesses grow across leading online marketplaces. We provide end-to-end
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$5,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
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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
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$1,000+< $25 / hr2 - 9Birmingham, England
Services provided
See all 1 projectsTaxCare Accountants provides comprehensive accounting services, including bookkeeping, tax preparation, VAT registration, and ensuring HMRC compliance. The reviews highlight their cost-effective solutions, efficient use of QuickBooks, and impressive cloud-based accessibility. Clients appreciate their prompt communication and the significant time savings achieved through their services, deeming them a reliable partner for financial reporting and overall accounting needs.
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$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.
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$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.
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$5,000+$300+ / hr10 - 49دبي, United Arab Emirates
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Located in دبي, United Arab Emirates, SNR Associates is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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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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Undisclosed< $25 / hrFreelancer
Services provided
Located in Lahore, Pakistan, TallyNeo is an Accounting company. Founded in 2022, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Canton, MI
Services provided
Schultz & Associates, CPA is a small Accounting company located in Canton, Michigan and kalamazoo, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Port St. Lucie, FL
Services provided
See all 1 projectsIRS Tax X Relief & Accounting, LLC offers services including Tax Preparation for both business and personal taxes. Reviews highlight their professionalism, strong work ethic, and excellent communication. Despite personal challenges, the company delivered timely and comprehensive tax services, demonstrating a commitment to client success and a high level of responsiveness.
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$1,000+$100 - $149 / hr50 - 249Schaumburg, IL
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KRD, Ltd., a midsize Accounting company, is in Schaumburg, Illinois and Chicago, Illinois. The team offers Accounting.
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$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
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Based in Los Angeles, California and Torrance, California, Gursey Schneider is a midsize Accounting company. Their services include 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 - 49Elizabeth, NJ
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Stephens Bros Tax Service is an Accounting company. Established in 2013, their team focuses on Accounting.
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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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$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).
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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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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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UndisclosedUndisclosed10 - 49New York, NY
Services provided
See all 2 projectsOnline Taxman is an accounting services firm that specializes in tax preparation, bookkeeping, and financial advisory for businesses and individuals. However, feedback indicates significant dissatisfaction, with 100% of reviewers noting issues such as poor project management and service continuity. Clients report frequent errors, uncoordinated communication, and unsatisfactory handling of tax filings, leading to substantial financial penalties.
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UndisclosedUndisclosed50 - 249Rockville, MD
Services provided
See all 1 projectsAronson LLC provides comprehensive Accounting services, including Audit Services and Tax Preparation. The overall feedback highlights their timely financial reporting and alignment with client values, making them a reliable partner for financial needs. Clients appreciate their reasonable pricing and professional communication through various channels.
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UndisclosedUndisclosed1,000 - 9,999Aberdeen, Scotland
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Established in 1990, AAB is an Accounting company. Headquartered in Aberdeen, Scotland and Edinburgh, Scotland, the team offers Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49
Services provided
Invest Junior is a Financial Consulting company established in 2017. Their team offers Financial Consulting and Financial Advising & Planning.
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$5,000+Undisclosed10 - 49Vero Beach, FL
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Level Accounting & Advisory is an Accounting company headquartered in Vero Beach, Florida. They provide Accounting.
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$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
Services provided
SingerLewak is a Los Angeles, California-based Accounting company. They specialize in Accounting.
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$50,000+$300+ / hr50 - 249Manchester, England
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Robiquity is an IT strategy consulting company. Based in Manchester, England and Toronto, Canada, the team provides IT strategy consulting and cloud consulting & SI.
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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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Undisclosed< $25 / hr2 - 9London, England
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Established in 2000, MH Services is a Business Consulting company. The company focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$200 - $300 / hr50 - 249Tucson, AZ
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BeachFleischman PLLC is an Accounting company. Founded in 1990, the team provides Accounting and HR Consulting.
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$1,000+< $25 / hr2 - 9Miraflores, Peru
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Noticiero Contable, an Accounting company, is based in Miraflores, Peru. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Woodland Park, NJ
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Certified Catering Consultants is a Business Consulting company. They are based in Woodland Park, New Jersey and have small team. They focus on Business Consulting and IT strategy consulting.
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$5,000+$300+ / hr10 - 49
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BROOT Consulting is a small Lagos, Nigeria-based Business Consulting company. Their services include Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed250 - 999Singapore, Singapore
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Granite Asia is a Funding & Investment company. In Singapore, Singapore, their team offers Funding & Investment and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9New Delhi, India
Services provided
See all 1 projectsRapport HR Solutions provides comprehensive business registration services, including Trade License, GST Registration, and Import-Export Code, among others. Reviews consistently highlight their deep industry expertise, transparent pricing, and efficient handling of paperwork. Clients appreciate their strict adherence to deadlines and effective liaison with government departments.
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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 - 49Dubai, United Arab Emirates
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MAZ Chartered Accountants is an Accounting company. They are based in Dubai, United Arab Emirates and Abu Dhabi, United Arab Emirates and have small team. They offer Accounting.
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$5,000+$25 - $49 / hr10 - 49New Delhi, India
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Startup CA is an Accounting company. Their small team is in New Delhi, India and Gurugram, India. Their services include Accounting and Branding.
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$1,000+$25 - $49 / hr10 - 49Chennai, India
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Globally Recruit is an Accounting company. Established in 2018, the team specializes in Accounting and CRM consulting and SI. The company is in Chennai, India.
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$1,000+< $25 / hr50 - 249Dubai, United Arab Emirates
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Accounting company Xpert Advisory was launched in 2013. The team focuses on Accounting and is headquartered in Dubai, United Arab Emirates.
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$1,000+$25 - $49 / hr10 - 49Brooklyn, NY
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Accounting company Accounting Heroes specializes in Accounting and Finance & Accounting Outsourcing (FAO). They were established in 2019.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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GSPU Auditing, an Accounting company, was established in 2006. The agency specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Located in Amman, Jordan, AZAR Human Resource Solutions is a small Corporate Training & Coaching company. The team offers Corporate Training & Coaching and Accounting.
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UndisclosedUndisclosed10 - 49Preston, Australia
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Float Accounting is an Accounting company. They specialize in Accounting and BI & big data consulting & SI and were launched in 2021. The agency is in Preston, Australia and Melbourne, Australia.
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$5,000+$25 - $49 / hr10 - 49Cumming, GA
Services provided
KAELVEN CONSULTANCY SERVICES PRIVATE LIMITED is an Accounting company. Launched in 2021, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed2 - 9
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Amarlo, Inc., a small Business Consulting and Accounting company, is in. Their services include Business Consulting and Accounting.
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Undisclosed$50 - $99 / hr2 - 9LONDON, England
Services provided
GUIDE HUSTLE LIMITED is an Accounting company founded in 2021. The company provides Accounting and Financial Advising & Planning, and is small.
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$1,000+$50 - $99 / hr2 - 9
Services provided
Sandhu Capital is a small Financial Advising & Planning company. They offer Financial Advising & Planning and were launched in 2018.
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$10,000+$25 - $49 / hr10 - 49
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Profitz advisory is a small Accounting company founded in 2006. Their team offers Accounting.
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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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$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
34.6/40.020/20 Reviews8.7/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
34.1/40.016.8/20 Reviews10/10 Clients & Experience7.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
33.4/40.018.2/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
32.8/40.017.6/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
32.4/40.017/20 Reviews9.6/10 Clients & Experience5.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
31.5/40.017.6/20 Reviews8.8/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
31.3/40.015.6/20 Reviews10/10 Clients & Experience5.7/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.1/40.017/20 Reviews9.8/10 Clients & Experience4.4/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
30.9/40.017.6/20 Reviews8.8/10 Clients & Experience4.5/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
30.8/40.016.6/20 Reviews10/10 Clients & Experience4.2/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
30.8/40.018/20 Reviews8.6/10 Clients & Experience4.2/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
30.6/40.017.2/20 Reviews8.7/10 Clients & Experience4.7/10 Market PresenceService focus
40% Accounting60% Other -
$25,000+Undisclosed250 - 999Sydney, Australia
Ability to deliver
30.2/40.016.4/20 Reviews9.3/10 Clients & Experience4.5/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
30.1/40.016.2/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
30/40.016.2/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
29.7/40.015.6/20 Reviews10/10 Clients & Experience4.1/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
29.6/40.016.2/20 Reviews9.5/10 Clients & Experience3.9/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
29.5/40.016.2/20 Reviews9.3/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
29.5/40.016/20 Reviews9/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
29.4/40.016.4/20 Reviews8.9/10 Clients & Experience4.1/10 Market PresenceService focus
60% Accounting40% Other -
$5,000+$50 - $99 / hr10 - 49
Ability to deliver
29.3/40.016.4/20 Reviews9.5/10 Clients & Experience3.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
29.3/40.016.2/20 Reviews8.6/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
29.2/40.016.6/20 Reviews8.1/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
29/40.016.4/20 Reviews9.2/10 Clients & Experience3.4/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
28.9/40.017.8/20 Reviews6.9/10 Clients & Experience4.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
28.9/40.016.4/20 Reviews8/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
28.9/40.016.2/20 Reviews7.7/10 Clients & Experience5/10 Market PresenceService focus
100% Accounting -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
28.8/40.016.2/20 Reviews8.3/10 Clients & Experience4.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9
Ability to deliver
28.7/40.016.4/20 Reviews9.3/10 Clients & Experience3/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
28.7/40.016.2/20 Reviews8.4/10 Clients & Experience4.1/10 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.