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 - 9Manunda, Australia
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GKS is a small Manunda, Australia-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Highlands Ranch, CO
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CFO Colorado is a small Accounting company located in Highlands Ranch, Colorado. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Two Hills CPAs is an Accounting company. They focus on Accounting and Business Consulting and were established in 2011.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Michael Hua, CPA is an Accounting company. Their small team is based in San Jose, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Money Intelligence is a Sydney, Australia-based Accounting and Business Consulting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Toowoomba City, Australia
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Crane & Crain, a small Accounting company, is located in Toowoomba City, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Denver, CO
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Accounting and Business Consulting company DJJCPA, LLC specializes in Accounting and Business Consulting. They were established in 1994.
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UndisclosedUndisclosed2 - 9Goodna, Australia
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Les Ray & Associates is an Accounting company. They are headquartered in Goodna, Australia and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Campbell, CA
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Launched in 1987, Just, Gurr & Associates is an Accounting company. The small team offers Accounting.
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UndisclosedUndisclosed10 - 49Lakewood, CO
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Small Accounting company McNurlin, Hitchcock & Associates, P.C., is in Lakewood, Colorado. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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WLM Financial Services is an Accounting company. The firm is in Sydney, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Paddington, Australia
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P+Y , an Accounting and Business Consulting company, is located in Paddington, Australia. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Landsborough, Australia
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Range Accounting is an Accounting company. They are in Landsborough, Australia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Denver, CO
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Accounting and Business Consulting company Innovest Portfolio Solutions is in Denver, Colorado. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Melbourne, Australia
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Accounting company Worrells is in Melbourne, Australia and Sydney, Australia. Launched in 1973, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Birtinya, Australia
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Kellert Accounting is an Accounting company. The small Birtinya, Australia-based team focuses on Accounting and Business Consulting. The firm was founded in 2011.
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UndisclosedUndisclosed2 - 9Grand Junction, CO
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Small Accounting company The Hancock Group, LLC, is headquartered in Grand Junction, Colorado. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Robina, Australia
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Easy Accounts is an Accounting company. Founded in 2006, the agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Gatos, CA
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Accounting company Robert McGrath, CPA, EA was established in 2010. The company provides Accounting.
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UndisclosedUndisclosed10 - 49Concord, NH
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Accounting company Nathan Wechsler & Company focuses on Accounting and Business Consulting. They were established in 1957.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Launched in 1984, Pirotta Financial Services, Inc. Is an Accounting company. The firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Santa Fe Springs, CA
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Founded in 2009, Dennis J. Tisdale, CPA is a small Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Gladesville, Australia
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In Gladesville, Australia, Wunsch & Co is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Fe Springs, CA
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Anthony Sykes and Co. Accounting is an Accounting company. Based in Santa Fe Springs, California, their team offers Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Wybenga & Partners is an Accounting company. The Sydney, Australia-based agency was founded in 1994. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Angelo, TX
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Shelburne Financial Services is an Accounting company. The San Angelo, Texas-based firm provides Accounting and Recruiting.
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UndisclosedUndisclosed10 - 49Fort Worth, TX
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Sproles Woodard is an Accounting and Business Consulting company. Their team is located in Fort Worth, Texas and Midland, Texas and offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brisbane City, Australia
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MNY Group, an Accounting company, is based in Brisbane City, Australia. They specialize in Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2011.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
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Vicca Chartered Accountants is an Accounting company. Established in 1980, their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49San Antonio, TX
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The PEO Link, an Accounting company, specializes in Accounting and Staffing. The firm is headquartered in San Antonio, Texas.
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UndisclosedUndisclosed2 - 9Spring Hill, Australia
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Patrick J Staunton Chartered Accountant is an Accounting company. They are based in Spring Hill, Australia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
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Launched in 2006, Books Onsite is a small Brisbane City, Australia-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Jefferson, LA
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Dependable Source Corporation is a Staffing company. Established in 1994, the team focuses on Staffing and Accounting. The agency is in Jefferson, Louisiana.
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UndisclosedUndisclosed2 - 9Bowen Hills, Australia
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Affinity Partners, a small Accounting company, is in Bowen Hills, Australia. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Accounting company Rick E. Norris, An Accountancy Corporation was founded in 1970. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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UCMK & Associates is an Accounting company. Their team is located in Los Angeles, California. The company offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tuggeranong DC, Australia
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In Tuggeranong DC, Australia, Andrew Rose & Associates is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paddington, Australia
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Black Bear Accountants is a small Accounting company based in Paddington, Australia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Deakin, Australia
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Anthony Curtis & Co is an Accounting company headquartered in Deakin, Australia. Founded in 1992, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Toowong, Australia
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Founded in 2005, Voltage Accounting, a small Accounting company, is located in Toowong, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Turner, Australia
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Bennetts Tax & Bas Service is an Accounting company. Their small team is in Turner, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9East Windsor, NJ
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Neovision Consulting Inc is an Accounting company. Their small team is in East Windsor, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toowong, Australia
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FP Accountants is an Accounting company. Their small team is based in Toowong, Australia. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Fyshwick, Australia
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BLM Accounting Services is an Accounting company. Headquartered in Fyshwick, Australia, the firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stafford, Australia
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Sciacca's Accountants and Advisers is an Accounting company founded in 1999. In Stafford, Australia, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Belconnen, Australia
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Founded in 1974, Callaghans Accountants is an Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greeley, CO
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West Ridge Accounting Services, LLC is an Accounting company. Their small team of employees is located in Greeley, Colorado. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Milton, Australia
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Small Accounting company Accounting North Association, is based in Milton, Australia and Toowoomba City, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Centennial, CO
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Bakersmith Bookkeeping Group, Inc. Is an Accounting company. Founded in 1983, the firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dickson, Australia
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Accounting company CORVER & CO. Offers Accounting. They were founded in 2001.
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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.