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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UndisclosedUndisclosed2 - 9
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Setupfiling.in is an Intellectual Property Law company. Their small team of employees is in Delhi, India. Their team specializes in Intellectual Property Law and Tax Law.
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UndisclosedUndisclosed10 - 49Wilmslow, England
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Umbrella.UK Insolvency is a Business Consulting company. They were established in 2013 and focus on Business Consulting and Financial Consulting.
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$1,000+Undisclosed2 - 9New York, NY
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1040 abroad, an Accounting company, was founded in 2012. Headquartered in New York, New York, the team provides Accounting and Financial Advising & Planning.
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$1,000+Undisclosed250 - 999
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Headquartered in haryana, India, Indifi Technologies is a Commercial Financing company. They focus on Commercial Financing and Funding & Investment and were founded in 2015.
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UndisclosedUndisclosed10 - 49Asheville, NC
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AMERICANIRA is a small Funding & Investment company launched in 2024. Their team provides Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Founded in 2019, Funding Guru is a Commercial Financing company. The team specializes in Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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The Weft - Accounting & Bookkeeping Services Sydney is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their team provides Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Tulpar Global Taxation is a small Accounting company. Founded in 2020, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Salinas, CA
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Branding firm Monterey Park Marketing is headquartered in Salinas, California. They specialize in Branding and Public Relations and were founded in 2023.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Established in 2020, Onyx Adjusting is a Financial Advising & Planning and Insurance Services & Brokers company. The team offers Financial Advising & Planning and Insurance Services & Brokers.
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Undisclosed$100 - $149 / hr50 - 249Gurugram, India
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Companies Next is a Finance & Accounting Outsourcing (FAO) company. They were founded in 2013 and provide Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+Undisclosed10,000+New York, NY
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In New York, New York, ReSource Pro is a large Insurance Services & Brokers and Back Office Outsourcing company. Their services include Insurance Services & Brokers and Back Office Outsourcing.
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UndisclosedUndisclosed250 - 999London, England
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Saltus is a Financial Advising & Planning company. Founded in 2004, the firm is in London, England. Their services include Financial Advising & Planning and Digital Asset Management.
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UndisclosedUndisclosed2 - 9Franklin, TN
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Justin Harnick with New York Life, a Financial Advising & Planning company, was founded in 2024. They focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Mississauga, Canada
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Numeracy Accounting Solutions is a Mississauga, Canada-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+Undisclosed2 - 9
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Business Consulting company Incorporate.ae - Business Setup in Dubai offers Business Consulting and Finance & Accounting Outsourcing (FAO). They were established in 2007.
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$100,000+< $25 / hr250 - 999Gurugram, India
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Oodles Technologies(ERP), an ERP consulting and SI company, is headquartered in Gurugram, India. The team focuses on ERP consulting and SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49
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Established in 2018, Lyfegen HealthTech AG is a small Basel, Switzerland-based Insurance Services & Brokers company. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Tulsa, OK
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Established in 2010, PetroSource LLC is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Sofia, Bulgaria
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Smart Balance is an Accounting company. They specialize in Accounting and Business Consulting and were established in 2007.
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UndisclosedUndisclosed10 - 49
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AGL Business Consultants is a Business Consulting company. The team focuses on Business Consulting and Accounting and is headquartered in Sharjah, United Arab Emirates.
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$1,000+$25 - $49 / hr50 - 249
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FixIT Consul-Tech LLC, an Accounting company, was launched in 2017. The agency offers Accounting, and is midsize.
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$25,000+$25 - $49 / hr10 - 49
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VI Adjusters is a Commercial Property Management company. Their team is in Nassau, Bahamas and provides Commercial Property Management and Financial Advising & Planning.
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$1,000+$25 - $49 / hr50 - 249New Delhi, India
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Launched in 2016, 3k investment partners llp is a Financial Advising & Planning company. The midsize team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+< $25 / hr10 - 49Pune, India
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Finpro Consulting is a Corporate Training & Coaching company established in 2015. The team specializes in Corporate Training & Coaching and Commercial Financing.
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UndisclosedUndisclosed50 - 249
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Texas Medical Billing is a Back Office Outsourcing and Accounting company. Their team is in Houston, Texas. The firm focuses on Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Sofia, Bulgaria
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Established in 2008, Sofia Offices Ltd, a small Accounting company, is headquartered in Sofia, Bulgaria and Samokov, Bulgaria. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Accounting company Excellent Accounting Professional Services, CP offers Accounting and Business Consulting. They are located in Puerto Rico.
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UndisclosedUndisclosed2 - 9Carlton, Australia
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Nobel Thomas - Business Accountant is an Accounting company. Their small team of employees is headquartered in Carlton, Australia. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Business Setup Consultants is a Business Consulting company. The Dubai, United Arab Emirates-based company specializes in Business Consulting and Accounting.
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$5,000+$25 - $49 / hr10 - 49
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Accura Financial Solutions is a Finance & Accounting Outsourcing (FAO) company. The Riyadh, Saudi Arabia-based agency focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Warszawa, Poland
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Accounting company KR Group is in Warszawa, Poland and Prague, Czech Republic. The team focuses on Accounting and HR Outsourcing.
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UndisclosedUndisclosed50 - 249Nugegoda, Sri Lanka
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Ledgerwall Pvt Ltd is a midsize Nugegoda, Sri Lanka-based Accounting company. The team provides Accounting and Tax Law.
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$1,000+$25 - $49 / hr2 - 9Altrincham, England
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See all 1 projectsParker Whitwood provides comprehensive accounting services, including tax preparation, payroll, and filing accounts with Companies House. Reviews highlight their prompt and efficient service, friendly and knowledgeable staff, and successful management of financial tasks without the need for follow-ups. Clients appreciate their reliability and excellent communication.
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UndisclosedUndisclosed50 - 249Wexford, PA
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See all 1 projectsSTAFFZ specializes in providing offshore bookkeepers and accountants, offering cost-effective solutions for accounting firms. The overall feedback highlights STAFFZ's ability to deliver accurate work and integrate seamlessly with in-house teams, though there is a noted desire for quicker staffing.
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$100,000+$300+ / hr50 - 249Dubai, United Arab Emirates
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See all 1 projectsAccounting Firm in Dubai | #1 Audit Firm in UAE offers services in accounting, audit, and tax preparation, providing expert assistance with full dedication and interest. Reviews highlight their timely project management and fantastic improvements, with clients appreciating the firm’s alignment with company values and overall value for cost.
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UndisclosedUndisclosed10 - 49Brooklyn, NY
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Syed Professional Services is an Accounting company. Their team is based in Brooklyn, New York and specializes in Accounting.
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$1,000+< $25 / hr10 - 49New Delhi, India
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Profit Fusion India is an Accounting company. They specialize in Accounting and are headquartered in New Delhi, India.
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Undisclosed$100 - $149 / hr10 - 49Calgary, Canada
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Your Warranty Team is an Insurance Services & Brokers company. Established in 2008, the agency provides Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Launched in 2011, iRCM, Inc is a Back Office Outsourcing company. Their team provides Back Office Outsourcing and Insurance Services & Brokers.
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Undisclosed< $25 / hr10 - 49Bengaluru, India
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Wazzeer is a Finance & Accounting Outsourcing (FAO) company. Located in Bengaluru, India, the agency focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$50 - $99 / hr10 - 49Kyiv, Ukraine
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Founded in 2019, Metropole Rise Consulting is a small Business Consulting company. Their team specializes in Business Consulting and Market Research.
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UndisclosedUndisclosed10 - 49Berlin, Germany
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See all 10 projectsKreativstorm is a dynamic and innovative management consulting firm headquartered in Berlin, Germany. Our team of experienced consultants brings diverse talents and backgrounds, allowing us to
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Undisclosed$50 - $99 / hr10 - 49Warszawa, Poland
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See all 1 projectsYour Expert Gateway to Business Success in Poland Progress Holding is a premier Polish accounting and bookkeeping firm, specializing in providing accountancy service for foreign entrepreneurs and
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UndisclosedUndisclosed2 - 9London, England
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See all 1 projectsTaj Accountants stands high among the renowned accountancy firms in London for offering outstanding accounting and taxation advice to corporations, as well as individuals. Our client base ranges
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Undisclosed< $25 / hr250 - 999Noida, India
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See all 1 projectsGlobal FPO is an Accounting, Bookkeeping and Tax Consulting, and outsourcing company that helps CPAs, accounting firms, small and mid-sized businesses, and startups strengthen their foundations to
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UndisclosedUndisclosed10 - 49
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See all 1 projectsDancing Numbers is a platform where you can make your work easier with our services of importing, exporting, and deleting the data in your QuickBooks account easily.
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$1,000+< $25 / hr2 - 9
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See all 1 projectsMercury Consulting is a provider of corporate, trust, immigration, and related services. Our roots date back to 1994. Operating through our offices in the key locations of Cyprus and Singapore, we
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UndisclosedUndisclosed50 - 249
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See all 1 projectsThe Arias Agencies of Globe Life - American Income Division was founded in 2008 by State Director, Simon Arias. Initially founded in Pittsburgh, Pennsylvania, Arias has since expanded to multiple
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UndisclosedUndisclosed250 - 999
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See all 1 projectsFinvasia is a global enterprise that uses engineering and technology to innovate across various sectors such as financial services, technology, healthcare, blockchain, and real estate. We have
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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.
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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.