Top Financial Services Firms
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$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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UndisclosedUndisclosed250 - 999Tampa, FL
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Warren Averett is an Accounting company. Founded in 1972, the team provides Accounting.
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$1,000+< $25 / hr10 - 49Singapore, Singapore
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SBS Consulting Pte. Ltd. Is a small Accounting company. Founded in 2010, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr50 - 249Hanoi, Vietnam
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Accounting company Expertrans BPO was founded in 2005. The team specializes in Accounting and Business Consulting and is located in Hanoi, Vietnam.
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UndisclosedUndisclosed10 - 49San Jose, CA
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Slingshot Connections is a small Accounting company headquartered in San Jose, California. Their services include Accounting and Staffing.
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$1,000+< $25 / hr10 - 49
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Established in 2015, WeAccountax is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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HLB Hamt, a midsize Accounting company, is in Dubai, United Arab Emirates. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Indianapolis, IN
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Founded in 1960, Somerset CPAs, P.C., a midsize Accounting company, is headquartered in Indianapolis, Indiana. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Montreal, Canada
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FL Fuller Landau, an Accounting company, is headquartered in Montreal, Canada. Launched in 1963, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr50 - 249Everett, WA
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Pro Accountant Advisor, an Accounting company, was founded in 2012. The agency specializes in Accounting, and is midsize.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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Midsize Accounting company PeopleStrategy, is in Atlanta, Georgia. The team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed250 - 999Carmel, IN
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Blue & Co., LLC is an Accounting company. Based in Carmel, Indiana, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Sparks Glencoe, MD
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SC&H Group is an Accounting company. Launched in 1991, the agency is located in Sparks Glencoe, Maryland. Their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Baulkham Hills, Australia
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Minnik Chartered Accountants is an Accounting company. They offer Accounting and cloud consulting & SI and are headquartered in Baulkham Hills, Australia and Baulkham Hills, Australia.
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UndisclosedUndisclosed10 - 49Fort Collins, CO
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In Fort Collins, Colorado, CheckMark is a small Accounting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed50 - 249Lancaster, PA
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Located in Lancaster, Pennsylvania and Mechanicsburg, Pennsylvania, Trout CPA is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed1,000 - 9,999Edison, NJ
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US Tech Solutions is an Accounting and Staffing company based in Edison, New Jersey. They focus on Accounting and Staffing.
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UndisclosedUndisclosed50 - 249Horsham, PA
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Founded in 1975, Kreischer Miller is an Accounting company. The firm provides Accounting, and is midsize.
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UndisclosedUndisclosed50 - 249Birkirkara, Malta
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CSB Group is an Accounting company. In Birkirkara, Malta, the agency focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Cherry Hill, NJ
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Alloy Silverstein is an Accounting company. In Cherry Hill, New Jersey, their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Bogotá, Colombia
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In Bogotá, Colombia, Biz Latin Hub is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49New York, NY
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Miller & Company LLP is an Accounting company headquartered in New York, New York. Founded in 1986, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Dallas, TX
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Goldin Peiser & Peiser, LLP is an Accounting company. The Dallas, Texas-based firm focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Pine Island, FL
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Launched in 2003, SCHNEIDER GROUP is a midsize Pine Island, Florida-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr250 - 999Montevideo, Uruguay
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CPA FERRERE, a Business Consulting company, provides Business Consulting and Accounting. The agency is headquartered in Montevideo, Uruguay and Asunción, Paraguay.
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$1,000+$100 - $149 / hr50 - 249Delhi, India
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6wresearch is a Delhi, India-based branding firm. They offer Branding and Social Media Marketing.
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$1,000+< $25 / hr10 - 49London, England
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Lanop Accountants is an Accounting company. They focus on Accounting and were established in 2009.
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UndisclosedUndisclosed2 - 9Pune, India
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Sachin Gujar & Associates - SGA is an Accounting company launched in 1999. The team focuses on Accounting and is based in Pune, India.
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UndisclosedUndisclosed2 - 9Burgess Hill, England
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Preece Accountancy Ltd t/a The Financial Management Centre is an Accounting company. Launched in 2009, the company provides Accounting.
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UndisclosedUndisclosed50 - 249London, England
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Mercer & Hole is an Accounting company. They focus on Accounting and Business Consulting and were established in 1905.
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UndisclosedUndisclosed50 - 249Watford, England
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Workwell is an Accounting company. They are in Watford, England and have midsize team. They provide Accounting.
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$5,000+$50 - $99 / hr50 - 249Curitiba, Brazil
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ROIT Accountech is an Accounting company. Founded in 2016, the firm is located in Curitiba, Brazil. Their services include Accounting and Artificial Intelligence.
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$1,000+$200 - $300 / hr10 - 49Colorado Springs, CO
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Small Accounting company WCG CPAs & Advisors, is in Colorado Springs, Colorado. Their services include Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Birmingham, England
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Tax Accountant is an Accounting company. They are in Birmingham, England. Their team provides Accounting.
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$10,000+$25 - $49 / hr10 - 49Everett, WA
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Located in Everett, Washington, QBS Enterprise Support LLC is a small Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed1,000 - 9,999New York, NY
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Located in New York, New York, Acuity Knowledge Partners is an Accounting company. The team specializes in Accounting.
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$1,000+< $25 / hr2 - 9Atlanta, GA
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The Savvy DigiSQuad LLC is a Business Consulting company launched in 2021. The small team specializes in Business Consulting and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
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Addi, a Financial Advising & Planning company, specializes in Financial Advising & Planning. The company is in Bogotá, Colombia.
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UndisclosedUndisclosed2 - 9Apia, Samoa
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Asiaciti Trust, a Financial Advising & Planning company, is headquartered in Apia, Samoa. The team focuses on Financial Advising & Planning.
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$1,000+$25 - $49 / hr250 - 999Mumbai, India
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Choice India is a Commercial Financing company. The Mumbai, India-based agency was launched in 2010. Their team focuses on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed1,000 - 9,999Hamilton, Bermuda
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Financial Advising & Planning company Apex Group is headquartered in Hamilton, Bermuda. Launched in 2003, the team specializes in Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed250 - 999London, England
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PKF Littlejohn is a midsize Accounting company located in London, England and Leeds, England. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249West Palm Beach, FL
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Launched in 2001, Engineered Tax Services Inc. Is an Accounting company. The firm offers Accounting, and is midsize.
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UndisclosedUndisclosed10 - 49Cardiff, Wales
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Affinity Financial, a Financial Advising & Planning company, was established in 2020. The small team provides Financial Advising & Planning.
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$1,000+< $25 / hr1,000 - 9,999
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Founded in 2004, IGS Bookkeeping is a Finance & Accounting Outsourcing (FAO) and Accounting company. The large team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249
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Launched in 2010, Figured is a Finance & Accounting Outsourcing (FAO) and Accounting company. The midsize team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+Undisclosed10 - 49Memphis, TN
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Accounting company Whirks is located in Memphis, Tennessee. They provide Accounting and Insurance Services & Brokers.
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$50,000+Undisclosed10 - 49Raleigh, NC
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Cherokee Investment Partners LLC is a Commercial Financing and Financial Advising & Planning company. They were launched in 1991 and provide Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Small Benefits Administration company Tontine Trust Europe KB, is located in Stockholm, Sweden. The team provides Benefits Administration and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Lubbock, TX
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Barklee Financial Group, LLC is an Accounting company. Their team is in Lubbock, Texas. The company offers Accounting.
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$1,000+< $25 / hr10 - 49Ann Arbor, MI
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Timothy Roberts & Associates, LLC is a Business Consulting company located in Ann Arbor, Michigan. Their services include Business Consulting and Financial Advising & Planning.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% 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 -
$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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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+$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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 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 -
$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 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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.