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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UndisclosedUndisclosed50 - 249Mount Laurel Township, NJ
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NOW! Financial Network is a midsize Accounting company located in Mount Laurel Township, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Box Hill, Australia
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Small Accounting and Business Consulting company David Chen & Associates, is located in Box Hill, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westfield, NJ
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Rivero CPA LLC is an Accounting company launched in 2003. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Sacramento, CA
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Accounting company Schultze, Boone & Silva is headquartered in Sacramento, California. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Vineland, NJ
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Headquartered in Vineland, New Jersey, Martini & Martini, CPA is an Accounting company. Established in 1962, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Collaroy, Australia
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Freedom Office Solutions, an Accounting company, is in Collaroy, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ballarat Central, Australia
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MDS Accounting Group is an Accounting company founded in 2004. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dural, Australia
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Balanced Advantage, an Accounting company, was launched in 2004. The team provides Accounting and Finance & Accounting Outsourcing (FAO) and is headquartered in Dural, Australia.
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UndisclosedUndisclosed2 - 9Cheltenham, Australia
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JMR Partners is an Accounting company. In Cheltenham, Australia, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Revesby, Australia
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Stellar Profits is an Accounting company founded in 2009. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Brighton, Australia
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Accounting company Lindsay Brown & Associates is headquartered in Brighton, Australia. They offer Accounting.
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UndisclosedUndisclosed2 - 9Keilor, Australia
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Verdino & Co is a Keilor, Australia-based Accounting company. Founded in 1997, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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East West Tax Services, Inc. Is an Accounting company launched in 2007. The agency provides Accounting.
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UndisclosedUndisclosed10 - 49Malvern East, Australia
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Maccora & Associates is a small Malvern East, Australia-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Elk Grove, CA
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Accounting company Francisco & Michel, LLP was founded in 2013. The team provides Accounting and is in Elk Grove, California.
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UndisclosedUndisclosed2 - 9Caulfield, Australia
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AP Taxation Services is an Accounting company. The company is located in Caulfield, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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COMPUKEEP is an Accounting company. Their small team is headquartered in West Pennant Hills, Australia. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Rancho Santa Margarita, CA
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FOHRMAN & FOHRMAN, INC. Is an Accounting company. They provide Accounting and Business Consulting and were founded in 1999. The company is located in Rancho Santa Margarita, California.
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UndisclosedUndisclosed2 - 9Sparta, NJ
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Dispenziere & Associates LLC is a small Sparta, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Spring Lake, NJ
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Vitale Smyth & Associates LLC is a small Spring Lake, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Covina, CA
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Hoffman Short Rubin DeWinter Sanderson, APC is a small Accounting company established in 1997. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Greystanes, Australia
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Located in Greystanes, Australia, MR Cloud Bookkeeping is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manalapan Township, NJ
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Par Business Solutions, LLC is a small Accounting company headquartered in Manalapan Township, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Montmorency, Australia
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De Francesco Vella & Associates is an Accounting company. They are located in Montmorency, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Neptune City, NJ
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Adriana Perry Consulting is an Accounting company. They are in Neptune City, New Jersey and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Madison, WI
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Grobe & Associates CPAs, LLC is an Accounting company. They were established in 1979 and focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Irena's Bookkeeping, a small Accounting company, is headquartered in Sydney, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Bookkeeping Central is an Accounting company. The Melbourne, Australia-based company was founded in 2009. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Madison, WI
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Beckett Tax, a small Accounting company, is based in Madison, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bondi Junction, Australia
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My Own Bookkeeper is a small Accounting company based in Bondi Junction, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Madison, WI
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Based in Madison, Wisconsin, AtWood Tax is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Neutral Bay, Australia
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Located in Neutral Bay, Australia, Hermansson & Co is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Newark, NJ
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Pereira & Azevedo LLC is an Accounting company. Their small team is in Newark, New Jersey and focuses on Accounting and Finance & Accounting Outsourcing (FAO). The firm was established in 1998.
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UndisclosedUndisclosed10 - 49Chatswood, Australia
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Build on Bookkeeping is an Accounting company. Founded in 2008, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Thornleigh, Australia
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Your Accounts Department is an Accounting company. They are located in Thornleigh, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Noble Park, Australia
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Olfive is a small Noble Park, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Susanville, CA
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SingletonAuman, PC is a small Accounting company located in Susanville, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Gain Control Bookkeeping, a small Accounting company, is located in Hornsby , Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Gymea Bookkeeping Solutions is a small Sutherland Shire, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mentone, Australia
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Accounting company JS Felman and Associates is in Mentone, Australia. They provide Accounting and were founded in 1976.
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UndisclosedUndisclosed2 - 9Madison, WI
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Accede is an Accounting company. Their small team is headquartered in Madison, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Madison, WI
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Ablre Tax Associates is an Accounting company. They are in Madison, Wisconsin and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warragul, Australia
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Smith McCarthy Wilson is an Accounting company. They are headquartered in Warragul, Australia and have small team. They offer Accounting.
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UndisclosedUndisclosed2 - 9Lakes Entrance, Australia
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Greg Dear Accounting is an Accounting company. They are based in Lakes Entrance, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mildura, Australia
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MPB Accountants & Business Consultants is a small Accounting and Business Consulting company based in Mildura, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chatham, NJ
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Michael Mazzucco & Associates, an Accounting company, was established in 1998. The agency offers Accounting.
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UndisclosedUndisclosed10 - 49Novato, CA
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Founded in 2003, Cameron Coffey & Kaye Professional Corporation is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Madison, WI
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Small Accounting company Muller Tax & Accounting, is located in Madison, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fresno, CA
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Accounting company Bean Hunt Harris & Company provides Accounting. They are in Fresno, California.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Br Wellington, an Accounting company, is in Melbourne, Australia. Founded in 1994, the team 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.