Top Financial Services Firms
-
Featured
What are Featured Providers?
$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.
-
$1,000+$100 - $149 / hr50 - 249Chicago, IL
Services provided
CDH CPAs is a Chicago, Illinois-based Accounting company. Their services include Accounting.
Read more -
$1,000+$100 - $149 / hr250 - 999Chicago, IL
Services provided
FGMK is an Accounting company launched in 1969. The midsize team specializes in Accounting.
Read more -
$1,000+Undisclosed50 - 249Gandhinagar, India
Services provided
Rayvat Accounting is an Accounting company launched in 2006. Their services include Accounting.
Read more -
UndisclosedUndisclosed250 - 999Albany, GA
Services provided
Mauldin & Jenkins is an Accounting company headquartered in Albany, Georgia. The team offers Accounting.
Read more -
UndisclosedUndisclosed50 - 249Boston, MA
Services provided
JOHNLEONARD is a Staffing company. The firm is located in Boston, Massachusetts. Their team specializes in Staffing and Recruiting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Gould+Partners LLC is an Accounting company. They are in New York, New York and have small team. They specialize in Accounting and Marketing Strategy.
Read more -
UndisclosedUndisclosed10 - 49Nairobi, Kenya
Services provided
HR Consulting company Flexi Personnel Ltd was established in 2008. The agency provides HR Consulting and Accounting, and is small.
Read more -
UndisclosedUndisclosed50 - 249دبي, United Arab Emirates
Services provided
Launched in 2001, Shuraa Business Setup is a Business Consulting company. The agency offers Business Consulting and Accounting.
Read more -
$1,000+Undisclosed2 - 9Singapore, Singapore
Services provided
Accounting and Business Consulting company Corporate Services Singapore was established in 2010. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
Gurian CPA, PLLC, an Accounting company, was founded in 2003. The small team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49North Little Rock, AR
Services provided
Bell & Company PA is a North Little Rock, Arkansas-based Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed50 - 249Owings Mills, MD
Services provided
Glass Jacobson Financial Group is an Owings Mills, Maryland-based Accounting and Business Consulting company. They focus on Accounting and Business Consulting.
Read more -
$1,000+Undisclosed50 - 249Nashville, TN
Services provided
Alexander Thompson Arnold is a Nashville, Tennessee-based Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Bethlehem, PA
Services provided
Concannon, Miller & Co. P.C. Is a midsize Accounting company founded in 2010. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249San Gwann, Malta
Services provided
Konnekt is an Accounting company. Their midsize team is headquartered in San Gwann, Malta and offers Accounting and Finance & Accounting Outsourcing (FAO). The firm was founded in 2007.
Read more -
UndisclosedUndisclosed250 - 999Manchester, England
Services provided
Established in 1996, Beever and Struthers is an Accounting company. The company specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Manchester , England
Services provided
F9 Consulting is a Manchester , England-based Accounting company. They offer Accounting and were founded in 2012.
Read more -
UndisclosedUndisclosed10 - 49Concord, MA
Services provided
SmartBooks Corp, an Accounting company, was launched in 2009. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is in Concord, Massachusetts.
Read more -
UndisclosedUndisclosed2 - 9West Bromwich, England
Services provided
Crystal HR & Payroll LTD is an Accounting and HR Outsourcing company launched in 2018. The team specializes in Accounting and HR Outsourcing.
Read more -
UndisclosedUndisclosed250 - 999Poznań, Poland
Services provided
Based in Poznań, Poland, RSM Poland is an Accounting company. They offer Accounting and IT strategy consulting and were launched in 1991.
Read more -
UndisclosedUndisclosed250 - 999Plano, TX
Services provided
XTGlobal is a cloud consulting & SI company established in 1998. Based in Plano, Texas and Nanakaramguda, India, the team provides cloud consulting & SI and IT managed services.
Read more -
UndisclosedUndisclosed50 - 249Glebe, Australia
Services provided
Founded in 1995, Polyglot Group is an Accounting company. The team provides Accounting and HR Consulting and is based in Glebe, Australia and Barcelona, Spain.
Read more -
UndisclosedUndisclosed10 - 49Lincoln, England
Services provided
Integrity Software is an ERP consulting and SI company. Their small team is located in Lincoln, England. Their team offers ERP consulting and SI and Accounting.
Read more -
$1,000+$100 - $149 / hr10 - 49Sliema, Malta
Services provided
PEO/Employee Leasing company Bradford Jacobs was founded in 2002. The team provides PEO/Employee Leasing and Accounting and is headquartered in Sliema, Malta and Edinburgh, Scotland.
Read more -
UndisclosedUndisclosed50 - 249Wilmington, DE
Services provided
EBetterBooks- Bookkeeping & Accounting Services in USA, a midsize Accounting company, is in Wilmington, Delaware. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249Richmond, England
Services provided
Accounting company PK Group is based in Richmond, England and Woking, England. They specialize in Accounting and Business Consulting.
Read more -
$5,000+$50 - $99 / hr1,000 - 9,999Mumbai, India
Services provided
Datamatics Business Solutions Inc, a Marketing Strategy company, was founded in 1982. In Mumbai, India and New York, New York, the team provides Marketing Strategy and Sales Outsourcing.
Read more -
UndisclosedUndisclosed10 - 49Wanstead, London, England
Services provided
THP Chartered Accountants is a small Wanstead, London, England-based Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
Read more -
$1,000+< $25 / hr10 - 49Kolkata, India
Services provided
Credit Cooperative Society Software is a custom software development company. The Kolkata, India-based company was launched in 2008. Their services include Custom Software Development and
Read more -
$1,000+$50 - $99 / hr50 - 249Jakarta Selatan, Indonesia
Services provided
Emerhub is a Corporate Law company. The team specializes in Corporate Law and Back Office Outsourcing and is based in Jakarta Selatan, Indonesia and Kuta, Indonesia.
Read more -
$1,000+Undisclosed50 - 249Dubai, United Arab Emirates
Services provided
Tokio Marine & Nichido Fire Insurance Co Ltd is an Insurance Services & Brokers company established in 1879. The firm offers Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed50 - 249Ballymoney, Northern Ireland
Services provided
PayEscape, a Finance & Accounting Outsourcing (FAO) company, was launched in 2006. The firm provides Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Tsim Sha Tsui, Hong Kong
Services provided
BBCIncorp Limited is a Business Consulting company. Founded in 2017, their team provides Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49London, England
Services provided
First Wealth is an Accounting and Financial Advising & Planning company founded in 2009. In London, England, the team specializes in Accounting and Financial Advising & Planning.
Read more -
$10,000+$25 - $49 / hr50 - 249Burwood, Australia
Services provided
ITP is a Tax Law company. They are based in Burwood, Australia, and their services include Tax Law and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed250 - 999Pointe-Claire, Canada
Services provided
Diabsolut is a CRM consulting and SI company. In Pointe-Claire, Canada, their midsize team focuses on CRM consulting and SI and Financial Advising & Planning. The firm was launched in 2003.
Read more -
$5,000+$100 - $149 / hr10 - 49Jaipur, India
Services provided
Exillien Softech Pvt Ltd is a custom software development company. Their team is headquartered in Jaipur, India and provides Custom Software Development and ERP consulting and SI.
Read more -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
SORP MANAGEMENT CONSULTING is a Business Consulting company. The team is in Dubai, United Arab Emirates, and their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Hayward, CA
Services provided
Accounting company Quickbook Supportnet was established in 2003. Based in Hayward, California, the team provides Accounting.
Read more -
$10,000+Undisclosed250 - 999Wichita, KS
Services provided
Headquartered in Wichita, Kansas and Great Bend, Kansas, Adams Brown is an Accounting company. They provide Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Insurance Services & Brokers company CureCloudMD was established in 2018. The company offers Insurance Services & Brokers and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed250 - 999Dubai, United Arab Emirates
Services provided
InsuranceMarket.ae is an Insurance Services & Brokers company launched in 2010. The company focuses on Insurance Services & Brokers, and is midsize.
Read more -
$1,000+$150 - $199 / hr50 - 249East Greenwich Township, NJ
Services provided
Talley., a Back Office Outsourcing company, was launched in 1984. The firm offers Back Office Outsourcing and Event Marketing, and is midsize.
Read more -
UndisclosedUndisclosedFreelancer
Services provided
Debt Management Success, a Financial Advising & Planning company, offers Financial Advising & Planning. The company is located in Bacliff, Texas.
Read more -
$5,000+$50 - $99 / hr2 - 9
Services provided
UA-OFFSHORE is a small Financial Advising & Planning company. They specialize in Financial Advising & Planning and were established in 2000.
Read more -
Undisclosed$50 - $99 / hr250 - 999
Services provided
Axpert Accounting is an IT managed services company. In Everett, California, the firm was established in 2014. Their team specializes in IT managed services and Other Digital Marketing.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
Insurance Services & Brokers company Distinguished Programs is located in New York, New York. The team provides Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
ALIGNED Insurance Inc. Is an Insurance Services & Brokers company located in Toronto, Canada. Founded in 2013, the team provides Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed250 - 999Palo Alto, CA
Services provided
Zeni, a Finance & Accounting Outsourcing (FAO) company, is headquartered in Palo Alto, California. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Mumbai, India
Services provided
Founded in 1992, Arihant Capital is a small Funding & Investment company. Their services include Funding & Investment and Insurance Services & Brokers.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
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.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
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$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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 -
$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 / 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 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 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 - 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+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% 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
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.