Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
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$25,000+$25 - $49 / hr250 - 999
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Niksun is a Cybersecurity company. They were established in 2008, and their services include Cybersecurity and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249
Services provided
BDO HUNGARY is a Tax Law company founded in 1989. The team offers Tax Law and Accounting.
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$1,000+$25 - $49 / hr50 - 249Mumbai, India
Services provided
Ambit Finvest Private Limited is an Insurance Services & Brokers company. They provide Insurance Services & Brokers and Financial Advising & Planning and were launched in 2000.
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$1,000+Undisclosed2 - 9Casablanca, Morocco
Services provided
Africa Deal Tombstone is a Financial Advising & Planning company founded in 2025. The team offers Financial Advising & Planning and Financial Consulting.
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$5,000+< $25 / hr1,000 - 9,999
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Eresource MiddleEast FZE is a Contract Manufacturing company launched in 2006. The team offers Contract Manufacturing and Supply Chain Management.
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$1,000+< $25 / hr50 - 249Gurugram, India
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Founded in 2024, ALPHA AMC is a Financial Advising & Planning company. The company focuses on Financial Advising & Planning and Financial Consulting, and is midsize.
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$5,000+< $25 / hr10 - 49
Services provided
Impact is a West Jakarta, Indonesia-based ERP consulting and SI company. Founded in 2017, the team specializes in ERP consulting and SI and IT managed services.
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UndisclosedUndisclosed1,000 - 9,999Pune, India
Services provided
Bajaj AMC is a Financial Advising & Planning company. They focus on Financial Advising & Planning and were established in 2004.
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UndisclosedUndisclosed1,000 - 9,999New Delhi, India
Services provided
Alankit Limited is a Financial Advising & Planning company. They are in New Delhi, India and have large team. They specialize in Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+< $25 / hr10 - 49
Services provided
TaskAura Global Consultancy Private Limited is a small Finance & Accounting Outsourcing (FAO) company in Indore, India. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr10 - 49
Services provided
SAG Infotech Private Limited (SAG RTA) is a Jaipur, India-based Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Hyderabad, India
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AViK Finlance is a Hyderabad, India-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Tax Law.
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UndisclosedUndisclosedFreelancerBrighton and Hove, England
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Founded in 2020, Ansvar Insurance is an Insurance Services & Brokers company. The team provides Insurance Services & Brokers.
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$1,000+$50 - $99 / hr10 - 49
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Located in Dubai, United Arab Emirates, Finackle FZE is a Fractional CFO Services company. They focus on Fractional CFO Services and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr50 - 249Gurugram, India
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IRexx Technologies is an Accounting company. Launched in 2009, the team provides Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Business Turnaround Services is a small Business Consulting company based in Sydney, Australia. The team specializes in Business Consulting and Accounting.
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$1,000+$100 - $149 / hr2 - 9Naples, FL
Services provided
Steven H. Mangan, CPA, LLC is a Naples, Florida-based Accounting company. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Pune, India
Services provided
Biz2books is an Accounting company located in Dubai, United Arab Emirates and Pune, India. They provide Accounting.
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$1,000+$50 - $99 / hr10 - 49Perumbavoor, India
Services provided
QDES INFOTECH SOFTWARE SOLUTIONS is an Accounting company established in 1995. Their services include Accounting and Custom Software Development.
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$1,000+$25 - $49 / hr10 - 49Singapore, Singapore
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Headquartered in Singapore, Singapore, AccountBooks Singapore is a small Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Accounting and Business Consulting company Campagnolo Bonk CPA's PLLC was launched in 2014. The firm provides Accounting and Business Consulting, and is small.
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$1,000+$200 - $300 / hrFreelancerWashington, DC
Services provided
Esquire Tax Solutions is an Accounting company. Their small team is located in Washington, District of Columbia and provides Accounting. The agency was launched in 2012.
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$1,000+Undisclosed50 - 249
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Accounting company SS360 - Business Services was founded in 2020. The agency provides Accounting and IT staff augmentation.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Established in 2020, Aabi Chartered Accountants is an Accounting and Business Consulting company. The agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Bengaluru, India
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Headquartered in Bengaluru, India, BSJ & Associates is a midsize Accounting and Finance & Accounting Outsourcing (FAO) company. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hrFreelancerToronto, Canada
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Launched in 2014, Gilder Tax And Accounting is a SEO agency. The small team provides Search Engine Optimization and Accounting.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
Services provided
The Vat Consultant is an Accounting company. They are in Dubai, United Arab Emirates and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
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Digital Alpha is a software development company. The firm is in New York, New York and Princeton, New Jersey. Their services include Custom Software Development and cloud consulting & SI.
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$1,000+$25 - $49 / hr10 - 49Chennai, India
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First Choice Finance Consultants is a Finance & Accounting Outsourcing (FAO) company founded in 2006. The small team offers Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing.
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$1,000+< $25 / hr2 - 9Madhapur, India
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FinTax Bookkeeping LLC - Accounting | Outsourcing/Offshoring is an Accounting company established in 2016. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49Winnipeg, Canada
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Graphene Group, a small Accounting company, is based in Winnipeg, Canada. Their services include Accounting.
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$1,000+$25 - $49 / hr10 - 49Birmingham, England
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Amanah Accountants Limited is a small Accounting company. Founded in 2014, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$300+ / hr10 - 49
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AIMS Australia Tax Accountants is an Accounting company. In Melbourne, Australia and Caulfield South, Australia, the company offers Accounting.
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UndisclosedUndisclosed10 - 49Dallas, TX
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See all 6 projectsGurian CPA, a Dallas CPA firm, tax accountancy and business advisory founded to fill a void in the accounting services area. The firm’s approach is to work with you throughout the year – not
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UndisclosedUndisclosed1,000 - 9,999Downers Grove, IL
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See all 1 projectsHealthcare organizations needs more than just a billing company. Physicians Revenue Group combines revenue expertise, business solutions and care capabilities to strengthen the entire medical
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$1,000+< $25 / hr2 - 9
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See all 1 projectsMercury Consulting is a provider of corporate, trust, immigration, and related services. Our roots date back to 1994. Operating through our offices in the key locations of Cyprus and Singapore, we
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UndisclosedUndisclosed10 - 49Berlin, Germany
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See all 10 projectsKreativstorm is a dynamic and innovative management consulting firm headquartered in Berlin, Germany. Our team of experienced consultants brings diverse talents and backgrounds, allowing us to
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Undisclosed< $25 / hr10 - 49
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See all 4 projectsMonk Tax Solutions provides a comprehensive suite of accounting services including Tax Preparation, Bookkeeping, Audit Support, and Financial Reporting. The reviews consistently highlight their expertise in tailored tax strategies, timely delivery, and effective communication. Clients particularly appreciate their personalized approach and financial insights, although they suggest enhancements in technology integration and client engagement.
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$1,000+< $25 / hr50 - 249
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See all 1 projectsOssisto provides virtual assistant services, catering to businesses seeking to enhance sales numbers and social media presence. The overall feedback highlights effective assistance, timely project delivery, and high-quality outcomes, particularly beneficial for new business owners.
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$1,000+$50 - $99 / hr10 - 49Warszawa, Poland
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See all 1 projectsYour Expert Gateway to Business Success in Poland Progress Holding is a full-service accounting and business advisory firm headquartered in Warsaw, Poland. Since 2004, we have been helping foreign
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UndisclosedUndisclosed2 - 9London, England
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See all 1 projectsTaj Accountants stands high among the renowned accountancy firms in London for offering outstanding accounting and taxation advice to corporations, as well as individuals. Our client base ranges
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$1,000+$25 - $49 / hr2 - 9West Hollywood, CA
Services provided
See all 1 projectsSMBDAILY provides managed IT services for small businesses, demonstrating expertise in debugging databases like QB Enterprise. The reviews highlight their ability to deliver quick solutions with effective workflows, ensuring project success. Clients, such as Bhulertech, appreciate SMBDAILY's professionalism and dedication, finding their services impressive without notable areas for improvement.
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Undisclosed< $25 / hr250 - 999Noida, India
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See all 1 projectsGlobal FPO is an accounting, bookkeeping outsourcing and Tax Consulting company that helps CPAs, accounting firms, small and mid-sized businesses, and startups strengthen their foundations to grow
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$5,000+$150 - $199 / hr1,000 - 9,999
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See all 1 projectsWorld 6th largest accounting, business advisory and solutions group outside the Big 4 that offers Audit, Tax, Corporate Advisory, Risk Advisory, HR Services and IT Solution.
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UndisclosedUndisclosed250 - 999
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See all 1 projectsFinvasia is a global enterprise that uses engineering and technology to innovate across various sectors such as financial services, technology, healthcare, blockchain, and real estate. We have
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UndisclosedUndisclosed10 - 49
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See all 1 projectsDancing Numbers is a platform where you can make your work easier with our services of importing, exporting, and deleting the data in your QuickBooks account easily.
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UndisclosedUndisclosed50 - 249
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See all 1 projectsThe Arias Agencies of Globe Life - American Income Division was founded in 2008 by State Director, Simon Arias. Initially founded in Pittsburgh, Pennsylvania, Arias has since expanded to multiple
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Undisclosed< $25 / hr50 - 249New York, NY
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Fingercheck is a New York, New York-based HR Consulting company. They specialize in HR Consulting and Recruiting.
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$1,000+$25 - $49 / hr2 - 9Chicago, IL
Services provided
Lance CPA Group is an Accounting company. Launched in 2013, the team provides Accounting. The company is based in Chicago, Illinois and Westmont, Illinois.
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$1,000+$150 - $199 / hr10 - 49Glendale, CA
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Robert Hall & Associates is an Accounting company. Their small team of employees is based in Glendale, California. Their team focuses on Accounting.
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Get My QuotesWhy 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
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$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
34.6/40.020/20 Reviews8.7/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
34.1/40.016.8/20 Reviews10/10 Clients & Experience7.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
33.4/40.018.2/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
32.8/40.017.6/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
32.4/40.017/20 Reviews9.6/10 Clients & Experience5.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
31.5/40.017.6/20 Reviews8.8/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
31.3/40.015.6/20 Reviews10/10 Clients & Experience5.7/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.1/40.017/20 Reviews9.8/10 Clients & Experience4.4/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
30.9/40.017.6/20 Reviews8.8/10 Clients & Experience4.5/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
30.8/40.016.6/20 Reviews10/10 Clients & Experience4.2/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
30.8/40.018/20 Reviews8.6/10 Clients & Experience4.2/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
30.6/40.017.2/20 Reviews8.7/10 Clients & Experience4.7/10 Market PresenceService focus
40% Accounting60% Other -
$25,000+Undisclosed250 - 999Sydney, Australia
Ability to deliver
30.2/40.016.4/20 Reviews9.3/10 Clients & Experience4.5/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
30.1/40.016.2/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
30/40.016.2/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
29.7/40.015.6/20 Reviews10/10 Clients & Experience4.1/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
29.6/40.016.2/20 Reviews9.5/10 Clients & Experience3.9/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
29.5/40.016.2/20 Reviews9.3/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
29.5/40.016/20 Reviews9/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
29.4/40.016.4/20 Reviews8.9/10 Clients & Experience4.1/10 Market PresenceService focus
60% Accounting40% Other -
$5,000+$50 - $99 / hr10 - 49
Ability to deliver
29.3/40.016.4/20 Reviews9.5/10 Clients & Experience3.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
29.3/40.016.2/20 Reviews8.6/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
29.2/40.016.6/20 Reviews8.1/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
29/40.016.4/20 Reviews9.2/10 Clients & Experience3.4/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
28.9/40.017.8/20 Reviews6.9/10 Clients & Experience4.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
28.9/40.016.4/20 Reviews8/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
28.9/40.016.2/20 Reviews7.7/10 Clients & Experience5/10 Market PresenceService focus
100% Accounting -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
28.8/40.016.2/20 Reviews8.3/10 Clients & Experience4.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9
Ability to deliver
28.7/40.016.4/20 Reviews9.3/10 Clients & Experience3/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
28.7/40.016.2/20 Reviews8.4/10 Clients & Experience4.1/10 Market PresenceService focus
35% Accounting65% 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.