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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$1,000+$200 - $300 / hr50 - 249
Services provided
Easyfiling by Pacioli Consulting, an Accounting company, is headquartered in Abu Dhabi, United Arab Emirates. The team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Singapore, Singapore
Services provided
Launched in 2011, Intracorp Pte. Ltd. Is a midsize Accounting company based in Singapore, Singapore. Their team offers Accounting and Financial Advising & Planning.
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Undisclosed$50 - $99 / hr2 - 9
Services provided
BSP Accounting Services, an Accounting company, is based in Granby, Canada and Chambly, Canada. They focus on Accounting and were established in 2022.
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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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$1,000+$50 - $99 / hr1,000 - 9,999Dubai, United Arab Emirates
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Accouconsult is a Dubai, United Arab Emirates-based Accounting company. They provide Accounting and Insurance Services & Brokers.
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Undisclosed$50 - $99 / hr10 - 49Winnipeg, Canada
Services provided
Cayde Accounting & Tax is an Accounting company founded in 2020. Headquartered in Winnipeg, Canada and Calgary, Canada, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49
Services provided
Based in Sheridan, Wyoming, Books At Ease is a Finance & Accounting Outsourcing (FAO) and Accounting company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49İstanbul, Türkiye
Services provided
Finsmart is a Financial Advising & Planning and Fractional CFO Services company. Launched in 2022, their team offers Financial Advising & Planning and Fractional CFO Services.
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$1,000+< $25 / hr10 - 49
Services provided
Xpress Billing And Transcription Services, an IT managed services company, was established in 2020. They offers IT managed services and Business Consulting.
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UndisclosedUndisclosed10 - 49Oxford, England
Services provided
Located in Oxford, England, Ridgefield Consulting is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Miraflores, Peru
Services provided
Headquartered in Miraflores, Peru, LIDERCONTAB SAC is a small Accounting company. The team focuses on Accounting.
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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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UndisclosedUndisclosed50 - 249New Delhi, India
Services provided
Ahlawat & Associates is an Accounting company. They offer Accounting and Commercial Financing and are in New Delhi, India and Mumbai, India.
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$1,000+$25 - $49 / hr50 - 249York, England
Services provided
Launched in 1996, Mauve Group is a Business Consulting company. The midsize team focuses on Business Consulting and HR Consulting.
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Undisclosed$200 - $300 / hr50 - 249Huntsville, AL
Services provided
Anglin Reichmann Armstrong, PC is a midsize Financial Advising & Planning company. Established in 1990, the team offers Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed50 - 249HongKong, Hong Kong
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Links International is a HR Outsourcing company. They were founded in 1999, and their services include HR Outsourcing and PEO/Employee Leasing.
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$1,000+< $25 / hr10 - 49Morden, England
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ACCOTAX - Chartered Accountants in London & Tax Consultants is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their team provides Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
Services provided
Jones CPA Group LLC, an Accounting company, offer Accounting and Finance & Accounting Outsourcing (FAO). They were founded in 2011.
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UndisclosedUndisclosed250 - 999Waterloo, Canada
Services provided
See all 1 projectsBaker Tilly Canada is an accounting services firm specializing in tax preparation and financial reporting. The review indicates a mixed experience, highlighting efficiency and thoroughness in previous engagements, but recent dissatisfaction due to delayed communication regarding tax filing and a substantial fee increase. The client perceives a lack of cordiality, suggesting an area for improvement in client relations.
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$1,000+< $25 / hr10 - 49Mysuru, India
Services provided
Launched in 2014, Vlookup Business Solutions Pvt Ltd is an IT managed services company. The team focuses on IT managed services and Accounting.
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$1,000+< $25 / hr2 - 9Maharagama, Sri Lanka
Services provided
Moorland Consultancy is a branding firm. Their team is based in Maharagama, Sri Lanka. The firm provides Branding and Business Consulting.
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UndisclosedUndisclosed2 - 9Livingston, NJ
Services provided
Monaco CPA is an Accounting company. They focus on Accounting and Digital Asset Management and were founded in 2025.
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$1,000+$100 - $149 / hr2 - 9
Services provided
ONEEVA FINANCIAL GROUP, LLC is an Accounting company. They focus on Accounting and Financial Advising & Planning and are located in Boca Raton, Florida.
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$1,000+$25 - $49 / hr50 - 249Essendon, Australia
Services provided
Established in 1990, JLC General Insurance is an Insurance Services & Brokers company. The firm offers Insurance Services & Brokers, and is midsize.
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$10,000+$100 - $149 / hr10 - 49Windsor, Canada
Services provided
Launched in 2000, Accountants 2.0 is a small Financial Advising & Planning company. Their services include Financial Advising & Planning.
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$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.
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UndisclosedUndisclosed2 - 9Pune, India
Services provided
Sachin Gujar & Associates - SGA is an Accounting company launched in 1999. The team focuses on Accounting and is based in Pune, India.
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UndisclosedUndisclosed10 - 49
Services provided
Small Benefits Administration company Tontine Trust Europe KB, is located in Stockholm, Sweden. The team provides Benefits Administration and Financial Advising & Planning.
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$1,000+$25 - $49 / hr50 - 249
Services provided
See all 1 projectsLincoln Business Consultant offers comprehensive business consulting services, including marketing strategy, business intelligence, data management, and consumer engagement. Reviews highlight their attentiveness, responsiveness, and effectiveness in transforming marketing strategies to be innovative and customer-centric. Overall, clients appreciate the reasonable pricing and timely project delivery, though suggest improvements in team building.
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UndisclosedUndisclosed10 - 49New Delhi, India
Services provided
KNAP ADVISORY PRIVATE LIMITED, an Accounting company, was founded in 2022. The agency specializes in Accounting and Business Consulting, and is small.
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$1,000+$25 - $49 / hr2 - 9Ikeja, Nigeria
Services provided
VALUEFORTH CONSULTING is a small Accounting company located in Ikeja, Nigeria. Their services include Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr10 - 49Nairobi, Kenya
Services provided
In Nairobi, Kenya, Avertis Solutions Ltd is a branding agency. They focus on Branding and Digital Strategy.
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$1,000+$25 - $49 / hrFreelancerBeograd, Serbia
Services provided
In Beograd, Serbia, GBM Consulting is a small Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
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$1,000+$150 - $199 / hr2 - 9Calgary, Canada
Services provided
SUMMIT72 is a Business Consulting company in Calgary, Canada. They provide Business Consulting and Commercial Financing.
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Undisclosed$100 - $149 / hr10 - 49
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Founded in 2021, Simplified Solutions Systems LLC is an Accounting company. Headquartered in Manassas, Virginia, the team focuses on Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr2 - 9
Services provided
Established in 2022, ScaleX CPA is a small Accounting company. Their team specializes in Accounting and Tax Law.
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Undisclosed< $25 / hr2 - 9Prosper, TX
Services provided
Eminent Business Advisors LLC is an Accounting company established in 2024. Based in Prosper, Texas, the team specializes in Accounting and Business Consulting.
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Undisclosed< $25 / hr2 - 9
Services provided
Bizfinacx Services is a small Finance & Accounting Outsourcing (FAO) company in Delhi, India. The team specializes in Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing.
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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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$1,000+< $25 / hr10 - 49
Services provided
Karma Refunds, Inc is an Accounting company. Their small team of employees is based in New Jersey. Their team provides Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49دبي, United Arab Emirates
Services provided
See all 1 projectsAccounting Firm in Dubai | #1 Audit Firm in UAE offers services in accounting, audit, and tax preparation, providing expert assistance with full dedication and interest. Reviews highlight their timely project management and fantastic improvements, with clients appreciating the firm’s alignment with company values and overall value for cost.
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UndisclosedUndisclosed10 - 49Denver, CO
Services provided
Mergix Financial LLC, an Accounting company, was founded in 2017. The company offers Accounting and Financial Advising & Planning, and is small.
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$1,000+$25 - $49 / hr50 - 249
Services provided
Answer Tenant is a Finance & Accounting Outsourcing (FAO) and Accounting company headquartered in Sheridan, Wyoming. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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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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$25,000+UndisclosedFreelancer
Services provided
Collect the Cash is a Back Office Outsourcing company. The Frederick, Maryland-based team offers Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$5,000+$100 - $149 / hr50 - 249
Services provided
See all 1 projectsSNC Global offers comprehensive Accounting and Bookkeeping services, including company formation in the UAE. Reviews consistently highlight their timely communication, customized solutions, and budget-friendly pricing as standout qualities. Clients express high satisfaction with SNC Global's management and on-time delivery, making them highly recommendable for financial services.
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$1,000+Undisclosed10 - 49Perth, Australia
Services provided
See all 1 projectsAccountant Perth is a leading accounting firm in Perth, Australia. Our expert team of accountants, BAS agents and tax agents offers the most comprehensive and cost-effective accounting and taxation
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$5,000+$25 - $49 / hr50 - 249Itasca, IL
Services provided
Integrative Systems is a midsize IT managed services company headquartered in Itasca, Illinois and Pune, India. Their services include IT managed services and IT staff augmentation.
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$1,000+$25 - $49 / hr2 - 9Lahore, Pakistan
Services provided
SW3 SOLUTIONS PVT. LTD. Is a small Accounting company based in Lahore, Pakistan. The team offers Accounting and IT managed services.
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$10,000+$300+ / hr2 - 9Palo Alto, CA
Services provided
L2 Counsel, an Accounting company, is in Palo Alto, California. Founded in 2019, the team specializes in Accounting.
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Get My QuotesWhy 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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$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.