Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$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 - 9Eugene, OR
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BKS CPA's is an Accounting company. Headquartered in Eugene, Oregon, the company provides Accounting.
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UndisclosedUndisclosed10 - 49San Jose, CA
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Allen & Cook, Inc. CPA, an Accounting company, is headquartered in San Jose, California. Founded in 1979, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Five Dock, Australia
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Gotsis Accounting is an Accounting company. Founded in 1990, the firm is based in Five Dock, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eugene, OR
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In Eugene, Oregon, Mischel Lewis & Dixson is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Taree, Australia
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Small Accounting and Business Consulting company GPB Partners, is based in Taree, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eugene, OR
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Headquartered in Eugene, Oregon, Besemann Valentine CPA's is an Accounting company. They provide Accounting and were launched in 2011.
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UndisclosedUndisclosed10 - 49Bathurst, Australia
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Graff Paul & Parnell is an Accounting company. Their team is headquartered in Bathurst, Australia. The agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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MAIER-RICHMOND ACCOUNTANCY is an Accounting company launched in 1999. The company specializes in Accounting.
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UndisclosedUndisclosed10 - 49Yass, Australia
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GREGORY & MCCARTHY, a small Accounting company, is based in Yass, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gresham, OR
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Accounting company Rowell CPA Group offers Accounting. They are headquartered in Gresham, Oregon.
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UndisclosedUndisclosed2 - 9St Leonards, Australia
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Located in St Leonards, Australia, Gregory Stott and Associates is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St Leonards, Australia
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Domane Tax & Accounting is a small Accounting company located in St Leonards, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Port Macquarie, Australia
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Grigg Advisory is a small Port Macquarie, Australia-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bella Vista, Australia
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Accounting company Guardian Partners is located in Bella Vista, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oberon, Australia
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H E Lowe & Company is an Accounting company established in 1991. Headquartered in Oberon, Australia, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Ulladulla, Australia
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Hales Douglass is an Accounting company. The team specializes in Accounting and Business Consulting, and the firm is in Ulladulla, Australia and Batemans Bay, Australia.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Tax Break-ers is a small Accounting company based in San Francisco, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Jose, CA
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Founded in 1962, Pfahnl & Hunt Accountancy Corporation is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Quality Returns, Inc., an Accounting company, was founded in 1990. Headquartered in San Jose, California, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Accounting company Thompson Accounting was founded in 1976. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Paul Michael, CPA is an Accounting company established in 2005. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Amanda J. Ball, CPA is an Accounting company located in San Jose, California. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Guyton, GA
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Reiser & Reiser CPAs, LLC is an Accounting company. Their small team is headquartered in Guyton, Georgia. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Business Consulting company Morling & Company provides Business Consulting and Accounting. They were established in 1981.
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UndisclosedUndisclosed2 - 9Decatur, GA
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Revolution Financial Solutions, LLC is an Accounting company. They are located in Decatur, Georgia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Based in San Francisco, California, Beuther Tax Service LLC is a small Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Salinas, CA
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Lopez Tax Service is a Business Consulting company located in Salinas, California. They focus on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Small Business Consulting company Rostambek & Company, is headquartered in San Francisco, California. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Statesboro, GA
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Dabbs, Hickman, Hill, and Cannon, LLP is an Accounting company. They are based in Statesboro, Georgia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Accounting company Stallcup & Associates was founded in 2005. The team provides Accounting and Business Consulting and is based in San Francisco, California.
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UndisclosedUndisclosed2 - 9Dublin, CA
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Prestige Accounting Solutions is a Business Consulting company. They are based in Dublin, California and have small team. Their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Accounting company RD's Tax Strategies, Inc. Is in San Jose, California. They offer Accounting and were established in 1975.
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UndisclosedUndisclosed2 - 9San Rafael, CA
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Bridgewater Certified Public Accountants is a Business Consulting company. They were established in 2001 and offer Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Loganville, GA
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Headquartered in Loganville, Georgia, Jim D. Little, C.P.A., P.C. Is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Accounteam is an Accounting company. The team offers Accounting and Business Consulting, and the firm is headquartered in San Jose, California.
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UndisclosedUndisclosed2 - 9Griffin, GA
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Erwin and Branton, CPA's, LLC is an Accounting company. The small Griffin, Georgia-based team offers Accounting and Business Consulting. The agency was established in 2008.
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UndisclosedUndisclosed2 - 9Alameda, CA
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SK Accountancy Corporation is a small Accounting company in Alameda, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Chester & Daniels, LLC is an Accounting company. Their small team is headquartered in Atlanta, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Waterman and Associates CPA is a small San Jose, California-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Jose, CA
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Established in 2010, Altum Partners, LLP is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Jose, CA
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Wong Ewers LLP, a small Accounting company, is based in San Jose, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Trinity CPA Services, PC is an Accounting company. They are headquartered in Atlanta, Georgia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Tabb & Tabb, LLC is an Accounting company. The small Atlanta, Georgia-based team focuses on Accounting and Business Consulting. The agency was founded in 1982.
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UndisclosedUndisclosed10 - 49San Jose, CA
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Eckley Lombardi Glascott LLP, an Accounting company, provides Accounting and Business Consulting. The firm is headquartered in San Jose, California.
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UndisclosedUndisclosed2 - 9Roswell, GA
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Founded in 2010, Gigi Brady, CPA LLC, a small Accounting company, is based in Roswell, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Marietta, GA
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Accounting company Kingsley Franek LLC is headquartered in Marietta, Georgia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Zhai & Wang, LLP is an Accounting company. The team focuses on Accounting and Business Consulting and is located in San Jose, California.
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UndisclosedUndisclosed2 - 9Dunwoody, GA
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L. S. KING & ASSOCIATES, P.C., an Accounting company, was established in 1970. They offers Accounting.
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UndisclosedUndisclosed2 - 9Douglasville, GA
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Connally, Jordan & Associates, P.C. Is a small Accounting company in Douglasville, Georgia. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Lincoln, NE
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Headquartered in Lincoln, Nebraska, INSPRO Insurance is a midsize Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 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+< $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+$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 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 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
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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 -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% 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 -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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.