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 - 49Findon, Australia
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Westwoods BGA is a small Accounting company headquartered in Findon, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Linger, Peterson, Shrum & Co. Is an Accounting company launched in 1923. The team specializes in Accounting and Business Consulting and is in Fresno, California.
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UndisclosedUndisclosed10 - 49Greenock, Australia
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Carol Kalleske is a small Greenock, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mount Gambier, Australia
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Joe D'Agostino & Associates is an Accounting company. They are in Mount Gambier, Australia and Bordertown, Australia and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Whiteville, NC
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THOMPSON, PRICE, SCOTT, ADAMS & CO. , PA is an Accounting company. Launched in 1950, the firm provides Accounting.
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UndisclosedUndisclosed2 - 9Jamestown, Australia
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Mid North Accounting is a small Accounting and Business Consulting company located in Jamestown, Australia and Burra, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Fresno, CA
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Accounting company James Kha, CPA PC is headquartered in Fresno, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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NZ Accounting is an Accounting company. Their small team is headquartered in Bridgewater, Australia. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Oatley, Australia
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Accounting company S Bradfield Consulting was launched in 2003. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Clovis, CA
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Tuttle & Tuttle CPAs, a small Accounting company, is located in Clovis, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Gawler, Australia
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Small Accounting company Pauline R. Murray Accounting, is based in Gawler, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mermaid Beach, Australia
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ClearView Accounting & Bookkeeping Services, a small Accounting company, is headquartered in Mermaid Beach, Australia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49
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BFAB Bookkeeping, an Accounting company, was founded in 1998. They provides Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Garbutt, Australia
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For the Record Bookkeeping, a small Accounting company, is headquartered in Garbutt, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mooloolaba, Australia
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Mullan Bookkeeping is an Accounting company. Their small team is located in Mooloolaba, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Kelz Accounts Bookkeeping Services, a small Accounting company, is located in Caboolture , Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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All About Admin is a small AITKENVALE, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Cairns City, Australia
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Based in Cairns City, Australia, Australian Bookkeeping Company is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9El Paso, TX
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ABC Tax Services is an Accounting company. Based in El Paso, Texas, the agency was launched in 1999. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eastwood, Australia
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Robins Harris is an Accounting company. Their team is based in Eastwood, Australia and provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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Holly Hall Polopolos is an Accounting company. They are based in Ann Arbor, Michigan, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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Small Accounting company SME Business Consultants, is in Ann Arbor, Michigan. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Strathalbyn, Australia
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Glyn Morris and Co is an Accounting company. They are headquartered in Strathalbyn, Australia and have small team. They provide Accounting.
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UndisclosedUndisclosed10 - 49Unley, Australia
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RJC Evans & Co is a small Accounting company in Unley, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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Froelich CPA is an Accounting company. They provide Accounting and are in Ann Arbor, Michigan.
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UndisclosedUndisclosed2 - 9El Paso, TX
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EDL Tax Consultants is an El Paso, Texas-based Accounting company. Launched in 2017, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kent Town, Australia
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Small Accounting company Crosby Dalwood, is in Kent Town, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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Lepper & Company is an Accounting company in Ann Arbor, Michigan. They offer Accounting.
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UndisclosedUndisclosed2 - 9El Paso, TX
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Taxes By Mina, an Accounting company, was founded in 1993. In El Paso, Texas, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Port Lincoln, Australia
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Located in Port Lincoln, Australia, Eyre Accounting Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Broadbeach Waters, Australia
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Inspired Business Services is an Accounting company. They are located in Broadbeach Waters, Australia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Deltona, FL
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Focus 9 Enterprises, LLC. Is an Accounting company. They are headquartered in Deltona, Florida and Orange City, Florida and have small team. They focus on Accounting.
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UndisclosedUndisclosed10 - 49Bundaberg North, Australia
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COS Business Solutions is an Accounting company. Based in Bundaberg North, Australia, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Monterey Park, CA
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NANCY L. LUKE, CPA, an Accounting company, is based in Monterey Park, California. Established in 1986, the team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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In Los Angeles, California, White, Zuckerman, Warsavsky, Luna & Hunt is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Parramatta Park, Australia
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Established in 2013, AJA Bookkeeping Services, a small Accounting company, is in Parramatta Park, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Deltona, FL
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Established in 1982, Shinner Accounting Services, Corp. Is an Accounting company. Headquartered in Deltona, Florida, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stafford Township, NJ
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Small Accounting company Dolan, Mauthe & Marsella CPA's, is located in Stafford Township, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9East Brunswick, NJ
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Accounting company Matthews & Nulty, Inc. Provides Accounting. They were founded in 1983.
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UndisclosedUndisclosed50 - 249San Jose, CA
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Established in 2003, Global Mobility Tax, LLP, a midsize Accounting company, is located in San Jose, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kadina, Australia
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Small Accounting company Monger Accounting & Tax Solutions, is in Kadina, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brighton, Australia
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Susan Nash Accountants is an Accounting company. They are in Brighton, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9McLaren Vale, Australia
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Van Dyk Newbold & Co is an Accounting company. They are located in McLaren Vale, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Nuriootpa, Australia
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Launched in 1981, BAROSSA TAX & ACCOUNTING SERVICES is an Accounting company. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Beulah Park, Australia
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Palani Group is an Accounting company. They are located in Beulah Park, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Christies Beach, Australia
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Green Pritchard & Co , a small Accounting company, is headquartered in Christies Beach, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9El Paso, TX
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Hidalgo Consulting is an Accounting company. They are located in El Paso, Texas and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Fargo, ND
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Razor Consulting Solutions, a Back Office Outsourcing company, provides Back Office Outsourcing and Custom Software Development. The agency is in Fargo, North Dakota.
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UndisclosedUndisclosed2 - 9Port Adelaide, Australia
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GROUPGH is an Accounting company. They are in Port Adelaide, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gaythorne, Australia
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Small Accounting company Bookkeeping Answers, is based in Gaythorne, Australia. Their services include Accounting and Corporate Training & Coaching.
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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.