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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UndisclosedUndisclosed10 - 49Westfield, NJ
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Launched in 1946, Suplee, Clooney & Company is an Accounting company. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Located in Maclean , Australia, C Bis Assist is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Centennial, CO
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Based in Centennial, Colorado, Foxstone Financial is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chelsea Heights, Australia
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L&J Partners, an Accounting company, was established in 2012. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Teaneck, NJ
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Accounting company LFL Veritas, LLC is in Teaneck, New Jersey. They specialize in Accounting and were established in 1990.
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UndisclosedUndisclosed10 - 49Clifton, NJ
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The Kurzer Group LLC, an Accounting company, was launched in 1969. They offers Accounting.
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UndisclosedUndisclosed2 - 9Parsippany-Troy Hills, NJ
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Launched in 2014, P&K CPAs LLC is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Dandenong, Australia
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Tax Tree is an Accounting company. They are based in Dandenong, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jaipur, India
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Articulate Management Consultants, a Business Consulting company, was established in 2006. In Jaipur, India, the team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Oakhurst, NJ
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Founded in 1989, Lawson, Rescinio, Schibell & Associates, P.C. Is an Accounting company. The team provides Accounting and is headquartered in Oakhurst, New Jersey.
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UndisclosedUndisclosed2 - 9Lilydale, Australia
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OC Partners is an Accounting company established in 2013. The team offers Accounting and is in Lilydale, Australia.
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UndisclosedUndisclosed10 - 49Jersey City, NJ
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Tranz Business Center is an Accounting company. In Jersey City, New Jersey, the agency provides Accounting.
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UndisclosedUndisclosed2 - 9Newnan, GA
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Arthur H. Murphy, CPA, PC is a small Newnan, Georgia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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Accounting company Ray Business Advisors, LLC is based in Alpharetta, Georgia. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Norcross, GA
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Heaven and Alvarez, LLC is an Accounting company. Their small team is located in Norcross, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Macon, GA
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Based in Macon, Georgia and Perry, Georgia, McNair, McLemore, Middlebrooks & Co., LLC is a midsize Accounting company. The team specializes in Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9
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In Kingscliff , Australia, KINGSCLIFF BOOKKEEPING SERVICES is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Burwood, Australia
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YourBookkeepersOnline (YBO) is an Accounting company founded in 2014. In Burwood, Australia, the team provides Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Granville, Australia
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Numbericians Bookkeeping Services is an Accounting company. They are based in Granville, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Indianapolis, IN
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Founded in 2002, SEI Archway is a software development firm. The team offers Custom Software Development and Conversion Optimization.
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UndisclosedUndisclosed10 - 49Albany, NY
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Staff Ciampino & Company, P.C. Is an Accounting company founded in 1948. The team focuses on Accounting and Business Consulting and is based in Albany, New York.
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UndisclosedUndisclosed2 - 9Arlington, VA
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Small Accounting company Mann & Associates, Certified Public Accountants, is located in Arlington, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Falls Church, VA
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Johnson & Associates, CPA's, PC is an Accounting company. Founded in 2007, the company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roswell, GA
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James N. Cline, P.C. Is an Accounting company. The Roswell, Georgia-based firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roswell, GA
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Headquartered in Roswell, Georgia, Roberts DeWitt, LLC is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roswell, GA
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MG Consulting, an Accounting company, was founded in 1995. The company offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Leesburg, VA
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Updegrove Combs & McDaniel, PLC is an Accounting company. Their small team is located in Leesburg, Virginia and Warrenton, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company JRU Accounting Services, is in Woolloomooloo , Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bankstown, Australia
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KRB Consulting Services, a small Accounting company, is in Bankstown, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Narre Warren, Australia
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In Narre Warren, Australia, Infix Financial Group is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Frankston, Australia
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Small Accounting company Flinders Partners Group, is in Frankston, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Frankston, Australia
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Small Accounting company Kemp Partners, is headquartered in Frankston, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9South Turramurra, Australia
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Creative Plus Business Solution is an Accounting company. They are in South Turramurra, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Berwick, Australia
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Stenberg & Associates is an Accounting company. Their small team is headquartered in Berwick, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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AshMac Bookkeeping, an Accounting company, is headquartered in Bligh Park , Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Berwick, Australia
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Small Accounting company CGD Partners, is headquartered in Berwick, Australia and Melbourne, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Key To Your Accounting is a small Accounting company established in 2017. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Mount Eliza, Australia
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Achieve Business & Financial Solutions is an Accounting company. They are located in Mount Eliza, Australia and have midsize team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Belmont, Australia
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IAccount Bookkeeping & BAS Services , a small Accounting company, is based in Belmont, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Moore Bookkeeping is an Accounting company. They are headquartered in Murwillumbah , Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Crows Nest, Australia
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McGregor Bookeeping is a small Crows Nest, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Goulburn, Australia
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GBM Bookkeeping is an Accounting company. They focus on Accounting and were established in 1993. The firm is based in Goulburn, Australia.
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UndisclosedUndisclosed2 - 9Beaconsfield, Australia
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SE Accounting is an Accounting and Business Consulting company. Headquartered in Beaconsfield, Australia, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Coffs Harbour, Australia
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OAS Bookkeeping Services, a small Accounting company, is located in Coffs Harbour, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Laffing Waters, Australia
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Kahibah Bookkeeping Service is a small Laffing Waters, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Active Accounting and Bookkeeping Consulting is an Accounting company. Their small team is located in Rose Bay, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Proactive Accountants & Bookkeepers is an Accounting company. They are based in Melbourne, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Albany, NY
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Teal, Becker & Chiaramonte, CPAs, P.C. Is an Accounting company established in 1971. The midsize team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Kysama Angels is a small Bangalow, Australia-based Accounting company. The team specializes in Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Bacchus Marsh, Australia
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Account(able) Accountants is an Accounting company established in 2018. The agency focuses on Accounting and Business Consulting.
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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.