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 - 9
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Across the Coast Bookkeeping is an Accounting company. Their team is in Boambee East , Australia and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Van Crawford, CPA is an Accounting company. Headquartered in Anaheim, California, the firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bolwarra Heights, Australia
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Headquartered in Bolwarra Heights, Australia, Hunter Valley BAS Agent Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bensville, Australia
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OLSEN BOOKKEEPING is an Accounting company. The Bensville, Australia-based team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Footscray, Australia
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Trinhco is a small Accounting company headquartered in Footscray, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kingsville, Australia
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Small Accounting company Ron Skeggs & Associates, is located in Kingsville, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Shepparton, Australia
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P.T.P is a small Shepparton, Australia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Dynamic Bookkeeping Business is a small Accounting company located in Penrith , Australia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Maybiz Solutions is a small Melbourne, Australia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Located in Wollongong , Australia, K.I.S. Accounting Systems is a small Accounting company. The team specializes in Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Mount Waverley, Australia
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Hansens is an Accounting and Business Consulting company. Their small team of employees is based in Mount Waverley, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bowral, Australia
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Located in Bowral, Australia, Dower House Bookkeeping Services is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Boronia, Australia
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Knox Tax is an Accounting company. Their team is in Boronia, Australia. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orange, CA
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Izumi & Company, Accountancy Corporation is an Accounting company. Located in Orange, California, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yarraville, Australia
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By The Numbers Accounting, an Accounting company, was founded in 2013. The company provides Accounting.
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UndisclosedUndisclosed2 - 9Garden Grove, CA
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Paul S. Joo, CPA accountancy corp., an Accounting company, was founded in 2008. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed10 - 49Armadale, Australia
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Established in 2015, Top Accountants is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9South Yarra, Australia
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JAG Accountants is an Accounting company. Their small team is headquartered in South Yarra, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Medowie, Australia
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Bounce Bookkeeping is an Accounting company. The agency is based in Medowie, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Burradoo, Australia
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Small Accounting company The BookSitters, is in Burradoo, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Hurstville, Australia
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Based in Hurstville, Australia, Beancounter Australia is a small Accounting company. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Footscray, Australia
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Axle Edge Accounting Group is an Accounting company. Their small team is in Footscray, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yorba Linda, CA
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Michael F. DeLuca, an Accounting company, was launched in 1987. They specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bella Vista, Australia
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Established in 2015, BasSoon Accounts is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Williamstown, Australia
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Acute Accounting is a small Accounting company in Williamstown, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yorba Linda, CA
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Established in 1985, ACCOUNTAX AID, INC., a small Accounting company, is in Yorba Linda, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wollongong, Australia
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DRB Group is a small Wollongong, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hawthorn East, Australia
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Small Accounting company MBC Accounting Solutions , is in Hawthorn East, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hawthorn East, Australia
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ABC Insight is an Accounting company. They are in Hawthorn East, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Caulfield North, Australia
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In Caulfield North, Australia, CP Numbers is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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Husami & Associates is an Accounting company based in Fullerton, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Avondale Heights, Australia
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Warnock Accounting is an Accounting company. They are in Avondale Heights, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Conyers, GA
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Founded in 2013, AcctPier Business Solutions LLC is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Conyers, GA
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Headquartered in Conyers, Georgia, Antares Group Inc. Is an Accounting company. They specialize in Accounting and IT strategy consulting and were established in 1984.
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UndisclosedUndisclosed2 - 9Chicago, IL
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The Office Grapevine is a Back Office Outsourcing company founded in 2005. Their services include Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Conyers, GA
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Butler-Davis Tax & Accounting, LLC, a small Accounting company, is located in Conyers, Georgia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Douglasville, GA
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Headquartered in Douglasville, Georgia, Bottom Line Tax Services, LLC is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Rothschild & Associates is an Accounting company. Their small team is in Atlanta, Georgia and Dunwoody, Georgia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Port Macquarie, Australia
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Business Mechanic is a small Port Macquarie, Australia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Moss Vale, Australia
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Located in Moss Vale, Australia, Apples Bookkeeping is a small Accounting company. Their services include Accounting.
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Noughts and All is a small Hamilton, Australia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Sandy, UT
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Craig Swapp & Associates is an Accounting company. They focus on Accounting and were established in 2005. The firm is based in Sandy, Utah and Salt Lake City, Utah.
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UndisclosedUndisclosed2 - 9Turvey Park, Australia
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Concept Bookkeeping is a small Accounting company located in Turvey Park, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Richmond, Australia
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S.B.S.A is an Accounting company. They are located in Richmond, Australia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Back Office Outsourcing company Cybertary Chicago was launched in 2009. The agency specializes in Back Office Outsourcing and Accounting, and is small.
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UndisclosedUndisclosed10 - 49Woonona, Australia
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Bookkeeping Matterz is a small Accounting company headquartered in Woonona, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Metairie, LA
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ClS Architects, an Architectural Design company, is headquartered in Metairie, Louisiana. The team focuses on Architectural Design and Accounting.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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On Call Accountants is an Accounting company established in 2011. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Anaheim Income Tax is an Anaheim, California-based Accounting company. They offer Accounting.
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UndisclosedUndisclosed2 - 9Placentia, CA
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Harrison Tax Service, Inc., an Accounting company, was established in 1959. Based in Placentia, California, the team focuses on Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.