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, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed10 - 49
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Youssef Galal, public accountant is a small Cairo, Egypt-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Bratislava, Slovakia
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Founded in 1996, Crowe Slovakia is a Finance & Accounting Outsourcing (FAO) company. The small team specializes in Finance & Accounting Outsourcing (FAO) and Tax Law.
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$5,000+Undisclosed2 - 9San Diego, CA
Services provided
See all 1 projectsNational Tax Attorney offers services such as back tax settlement, IRS installment payment plans, offer in compromise, and wage garnishment assistance. Overall feedback highlights their expertise, professionalism, and effective communication, with clients appreciating their value for cost and friendly approach.
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UndisclosedUndisclosed10 - 49Irvine, CA
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Headquartered in Irvine, California and Irvine, California, Artemis is an IT staff augmentation company. Their services include IT staff augmentation and Executive Search.
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$1,000+$150 - $199 / hr10 - 49Tucson, AZ
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Founded in 2019, MOD Ventures LLC is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Bristol, England
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Octane Accountants is a small Finance & Accounting Outsourcing (FAO) and Accounting company founded in 2021. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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Small Accounting company The Accountant LLC, is located in Dubai, United Arab Emirates. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Adam Global Auditing & Accounting is a small Finance & Accounting Outsourcing (FAO) company launched in 2002. Their team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Richmond Heights, MO
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Founded in 2020, Toberman Wealth, LLC is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Dallas, TX
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CMH Advisors, PLLC is a Financial Advising & Planning company. Located in Dallas, Texas, the agency focuses on Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
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Jones CPA Group LLC, an Accounting company, offer Accounting and Finance & Accounting Outsourcing (FAO). They were founded in 2011.
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$5,000+$100 - $149 / hr50 - 249
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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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Undisclosed$100 - $149 / hr1,000 - 9,999Milwaukee, WI
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Wipfli is an Accounting company. Founded in 1930, the company is headquartered in Milwaukee, Wisconsin. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$50 - $99 / hr10 - 49Novato, CA
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Founded in 2014, Protea Financial is an Accounting company. Their team offers Accounting and Business Consulting.
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$1,000+$100 - $149 / hr50 - 249San Jose, CA
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Founded in 2008, Early Growth Financial Services, a midsize Accounting company, is headquartered in San Francisco, California and San Jose, California. Their team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Hyderabad, India
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Husys Consulting Ltd, a midsize HR Consulting company, is headquartered in Hyderabad, India. The team focuses on HR Consulting and Business Consulting.
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$1,000+Undisclosed10 - 49Orlando, FL
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Accounting company Grennan Fender Hess & Poparad, LLP was founded in 1975. The company provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Chattanooga, TN
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Launched in 2016, Market Street Partners, PLLC is an Accounting company. The firm provides Accounting and Business Consulting.
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Undisclosed$200 - $300 / hr50 - 249Huntsville, AL
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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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UndisclosedUndisclosed2 - 9Rīga, Latvia
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CORSAX ACCOUNTING is an Accounting company. In Rīga, Latvia, their small team specializes in Accounting. The company was launched in 2011.
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$1,000+$25 - $49 / hr10,000+Bengaluru, India
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Large Digital Strategy company Infosys BPM Limited, is in Bengaluru, India and Atlanta, Georgia. Their services include Digital Strategy and Artificial Intelligence.
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UndisclosedUndisclosed50 - 249Manchester , England
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Accounting company UHY Hacker Young Manchester provides Accounting and Commercial Financing. They were founded in 1925.
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$1,000+Undisclosed250 - 999Dubai, United Arab Emirates
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Kreston Menon is an Accounting company in Dubai, United Arab Emirates. They focus on Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 1994.
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UndisclosedUndisclosed250 - 999Miami, FL
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Midsize Accounting company MBAF, is in Miami, Florida. The team specializes in Accounting and Advertising.
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UndisclosedUndisclosed250 - 999Brentwood, TN
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LBMC, PC is an Accounting company founded in 1984. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999London, England
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Midsize Accounting company Haines Watts, is in London, England and Birmingham, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Amavat® is an Accounting company established in 2017. The small team specializes in Accounting.
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$1,000+$25 - $49 / hr2 - 9Brooklyn, NY
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Agro Accounting CPA is a small Accounting company. They specialize in Accounting and were launched in 2009.
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$1,000+< $25 / hr10 - 49Jaipur, India
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Founded in 2011, Gayatri Software Services Pvt. Ltd. Is a small Digital Strategy company. Their team focuses on Digital Strategy and Accounting.
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$1,000+$50 - $99 / hr10 - 49Ahmedabad, India
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Legal ADDA is a Business Consulting company. Located in Ahmedabad, India, their team offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Finace Consultancy, an Accounting company, is in Dubai, United Arab Emirates. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$300+ / hr50 - 249Toronto, Canada
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DeshCap is an Insurance Services & Brokers company founded in 2014. Their services include Insurance Services & Brokers and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr2 - 9Lahore, Pakistan
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Bookkeeping Pro Services is an Accounting company. The team provides Accounting, and the company is located in Lahore, Pakistan and Garland, Texas.
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$1,000+< $25 / hr10 - 49Ahmedabad, India
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Established in 2023, Vteam, a small Finance & Accounting Outsourcing (FAO) company, is in Ahmedabad, India. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Cape Town, South Africa
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Based in Cape Town, South Africa, Allan Gray is a small Commercial Financing company. Their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Miami, FL
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Taxfyle, a midsize Finance & Accounting Outsourcing (FAO) and Accounting company, is located in Miami, Florida. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Bozeman, MT
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Commercial Financing and Financial Advising & Planning company Opportunity Bank of Montana is located in Bozeman, Montana. They offer Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Stretford, England
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Launched in 1991, Ocean Finance is a Financial Advising & Planning and Insurance Services & Brokers company. Their team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+< $25 / hrFreelancerMiyapur, India
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Prabhas finance consultancy services is a Fractional CFO Services company established in 2023. Located in Miyapur, India, the team focuses on Fractional CFO Services and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999
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Invensis Technologies Pvt Ltd is a Finance & Accounting Outsourcing (FAO) company. The Bangalore, India-based team provides Finance & Accounting Outsourcing (FAO) and Supply Chain Management.
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$1,000+$25 - $49 / hr10 - 49North New Hyde Park, NY
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Located in North New Hyde Park, New York, Smart QuickBooks Cloud Hosting Solutions is a small Accounting and cloud consulting & SI company. The team provides Accounting and cloud consulting & SI.
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$1,000+$50 - $99 / hr2 - 9
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Accounting company 12 Bar Accounting Services is headquartered in Lexington, Kentucky. They provide Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Warrington, England
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Small Accounting and Financial Advising & Planning company Purple Accounts, is headquartered in Warrington, England. The team provides Accounting and Financial Advising & Planning.
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$1,000+Undisclosed2 - 9Chicago, IL
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Founded in 2018, No Bull Financial Consulting Company is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their services include Finance & Accounting Outsourcing (FAO) and
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$1,000+$25 - $49 / hr50 - 249
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Accounting company Key Carrier Accounting Service was founded in 2019. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO) and is headquartered in Sheridan, Wyoming.
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UndisclosedUndisclosed2 - 9Brisbane City, Australia
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Accounting company BrisTax is headquartered in Brisbane City, Australia. They specialize in Accounting.
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$10,000+Undisclosed50 - 249Naperville, IL
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DHJJ is a Naperville, Illinois-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Burlington, Canada
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Launched in 1940, DURWARD JONES BARKWELL & COMPANY LLP is an Accounting company. The midsize team focuses on Accounting and Business Consulting.
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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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$5,000+$25 - $49 / hr2 - 9New Delhi, India
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See all 1 projectsTaxtrix provides strategic planning, growth strategy, and human resource management services. Reviews highlight their impressive, timely delivery and effective communication, resulting in significant revenue growth. Clients appreciate their excellent culture fit and value for cost, noting the ease of their online processes.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
36.3/40.018.2/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
25% Accounting75% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
35.5/40.016.4/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.7/40.017.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.9/40.016.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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.