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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UndisclosedUndisclosed10 - 49Sydney, Australia
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MINETT & PARTNERS is an Accounting company. In Sydney, Australia, their small team offers Accounting. The firm was founded in 1968.
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UndisclosedUndisclosed2 - 9
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Go Figure is a small Accounting and Business Consulting company headquartered in Ningi, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Brookvale, Australia
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Accounting company Moneytax Financial Centre is in Brookvale, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Habana, Australia
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MP Curtin & Co is a small Accounting company. Launched in 2004, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Surfers Paradise, Australia
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Headquartered in Surfers Paradise, Australia, Aqua Gold Co is a small Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wayne, NE
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Accounting company Accounting Plus was founded in 1992. In Wayne, Nebraska, the team provides Accounting and Branding.
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UndisclosedUndisclosed10 - 49Erina, Australia
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More Than Numbers Accounting is an Accounting company. They are based in Erina, Australia and have small team. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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Montes & Company, CPA is an Accounting company. The team is in Burbank, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tamworth, Australia
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Roach Morgan-Jones is an Accounting company. Their small team is located in Tamworth, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Hurewitz And Company is an Accounting company launched in 2013. The company offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Bathurst, Australia
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Morse Group is an Accounting company. Launched in 1934, the team focuses on Accounting and Business Consulting. The company is located in Bathurst, Australia.
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UndisclosedUndisclosed2 - 9Nowra, Australia
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Morton & Cord is an Accounting company. Their small team is in Nowra, Australia and focuses on Accounting and Business Consulting. The agency was established in 2005.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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20/20 TAX SERVICES is an Accounting company founded in 1990. The agency offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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10DollarPayroll.com is an Accounting company. The Los Angeles, California-based team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Tax Legend Services is an Accounting company. Established in 2014, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Oganesyan & Associates, Inc. Is an Accounting company launched in 2000. The firm focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Gargir Financial Services, an Accounting company, was founded in 2011. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Jino Joseph & Associates is a -based Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Clara, CA
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Accounting company Mozzetti, Inc. Was established in 1987. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Clara, CA
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SMH Associates, INC is an Accounting company. Headquartered in Santa Clara, California, the firm was founded in 2006. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Danbury, CT
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Founded in 2015, Promontory is an Accounting and Fulfillment company. The small team focuses on Accounting and Fulfillment.
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UndisclosedUndisclosed2 - 9
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Bhuiyan and Associates, CPA is an Accounting company. The team focuses on Accounting, and the company is in.
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UndisclosedUndisclosed2 - 9Enfield, CT
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Begley & Associates, LLC is an Accounting company. The team focuses on Accounting, and the firm is in Enfield, Connecticut.
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UndisclosedUndisclosed2 - 9Cheshire, CT
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Small Accounting company Wonneberger Business Solutions, LLC, is in Cheshire, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vernon, CT
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Mark D. Alliod, CPA & Associates, PC is a small Accounting company in Vernon, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Southington, CT
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Wayne W. Stanforth, CPA is an Accounting company. The small Southington, Connecticut-based team offers Accounting. The agency was launched in 1986.
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UndisclosedUndisclosed2 - 9Fairfield, CT
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Weinshel, Wynnick & Associates, LLC is a small Fairfield, Connecticut-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosedFreelancerWestport, CT
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Established in 2009, Stuart J. Goldberg, CPA, LLC is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosedFreelancerMonroe, CT
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Julie W Butler, CPA is a small Monroe, Connecticut-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Old Saybrook, CT
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Brodeur & Company, CPAs, P.C. Is an Accounting company launched in 1963. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Launched in 2012, GE Matrix Inc is an Accounting company. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Little Rock, AR
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Small Accounting and Commercial Financing company United Arkansas Credit Union, is headquartered in Little Rock, Arkansas. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Chambersburg, PA
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Rotz & Stonesifer, P.C. Is an Accounting company. Their small team is located in Chambersburg, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Lititz, PA
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Accounting company Walz Group was launched in 1978. The team focuses on Accounting and is based in Lititz, Pennsylvania.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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Stevans & Associates, PLLC is a small Pittsburgh, Pennsylvania-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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In Las Vegas, Nevada, Lee E. Ogden, CPA is an Accounting company. They offer Accounting and were established in 2009.
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UndisclosedUndisclosed2 - 9Alameda, CA
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Headquartered in Alameda, California, Hampton & Churchward is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Southport, Australia
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Thiel Partners is an Accounting and Business Consulting company. They are headquartered in Southport, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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My Books and Taxes is a Business Consulting company. Their small team is based in Albany, California. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Miami, Australia
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Southern Beaches Accounting is a small Miami, Australia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Toowoomba City, Australia
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Antonio Accounting, an Accounting company, was founded in 2002. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Maroochydore, Australia
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Avoda Business Advisory, an Accounting company, is headquartered in Maroochydore, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Moskowitz LLP is a Business Consulting company launched in 2007. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Coolangatta, Australia
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In Coolangatta, Australia, Butlers Accountants is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hervey Bay, Australia
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Crunch Tax is a small Hervey Bay, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Bruno, CA
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Pegasus Tax & Accounting is a small Accounting company located in San Bruno, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Upper Mount Gravatt, Australia
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Hartmann-Cox is an Accounting company. The Upper Mount Gravatt, Australia-based team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pacifica, CA
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John The Tax Guy Inc is an Accounting company. Their small team is located in Pacifica, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cairns City, Australia
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Whately Accounting is an Accounting company. They are based in Cairns City, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mount Isa, Australia
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Accounting company Wardles Accounting & Business Advisory was launched in 1988. The agency focuses on Accounting and Business Consulting.
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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.