Top Financial Services Firms
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Featured
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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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$10,000+Undisclosed50 - 249Toronto, Canada
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FCA Insurance Brokers is an Insurance Services & Brokers company. The midsize Toronto, Canada-based team specializes in Insurance Services & Brokers. The company was established in 1925.
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Undisclosed< $25 / hr2 - 9
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Accounting company Finust offers Accounting and Finance & Accounting Outsourcing (FAO). They are headquartered in Ahmedabad, India.
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$1,000+Undisclosed50 - 249
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Riviera Finance is a Financial Advising & Planning company. Founded in 1969, the firm offers Financial Advising & Planning.
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$1,000+$25 - $49 / hr1,000 - 9,999San Jose, CA
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Taylor Benefits Insurance, a large Insurance Services & Brokers company, is located in San Jose, California. Their services include Insurance Services & Brokers.
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$1,000+$50 - $99 / hr10 - 49
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Small Accounting company SMY ASSOCIATES LTD, is located in Ilford, England. The team specializes in Accounting and Back Office Outsourcing.
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$1,000+< $25 / hrFreelancer
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Established in 2024, 24 x7 Techelp is a SEO agency. The team focuses on Search Engine Optimization and Web Development.
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$10,000+Undisclosed50 - 249New York, NY
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Alpha Root is an Insurance Services & Brokers company. Based in New York, New York, their midsize team specializes in Insurance Services & Brokers. The company was launched in 2017.
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UndisclosedUndisclosed10 - 49Varanasi, India
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Utkarsh Small Finance Bank is a small Varanasi, India-based Financial Advising & Planning and Financial Consulting company. The team provides Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
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Established in 1980, Alliance Global Partners is a small Funding & Investment company. Their team offers Funding & Investment and Financial Consulting.
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UndisclosedUndisclosed10 - 49Conway, AR
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Founded in 2008, Fintechzoom Pro is a Business Consulting company. Their team focuses on Business Consulting and Accounting.
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$1,000+< $25 / hr250 - 999Malden, MA
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Merchant StrongHold is a web design company in Malden, Massachusetts and Malden, Massachusetts. The team focuses on Web Design and Business Consulting.
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Undisclosed$25 - $49 / hr10 - 49Cottingham, England
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Yorkshire Accountancy is a small Cottingham, England-based Commercial Financing company. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9
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Diabetes 365 is an Insurance Services & Brokers company founded in 2016. The team focuses on Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Woodbridge, VA
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Commercial Financing company Commercial Lending USA was founded in 2016. The small team offers Commercial Financing and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9New Berlin, WI
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Keil Financial Partners is a Financial Advising & Planning company launched in 2019. Based in New Berlin, Wisconsin, the team focuses on Financial Advising & Planning.
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$100,000+$25 - $49 / hr50 - 249Abu Dhabi, United Arab Emirates
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Shory is an Insurance Services & Brokers company established in 2021. The company provides Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Brighton and Hove, England
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SimplyVAT is a Business Consulting and Accounting company. The Brighton and Hove, England-based agency was established in 2013. Their team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Headquartered in Warszawa, Poland, taxclear is an Accounting company. Their services include Accounting and Corporate Law.
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UndisclosedUndisclosed10 - 49Louisville, KY
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Hyland Insurance, an Insurance Services & Brokers company, was launched in 1983. The company offers Insurance Services & Brokers.
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Undisclosed$25 - $49 / hr2 - 9
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Accounting company Patuza Payroll Specialists was launched in 2024. The small team provides Accounting and Benefits Administration.
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$1,000+$25 - $49 / hr10 - 49Everett, WA
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Quick BetterBooks is an Accounting and Financial Advising & Planning company. Launched in 2014, their team offers Accounting and Financial Advising & Planning.
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$5,000+< $25 / hr10 - 49New York, NY
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Cloudwalks Hosting INC is an IT managed services and Accounting company. The agency is headquartered in New York, New York. Their services include IT managed services and Accounting.
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UndisclosedUndisclosed2 - 9Lake Oswego, OR
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Established in 2020, Asset Preservation Wealth & Tax, Financial Advisors is an Accounting and Financial Advising & Planning company. The team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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GoAuto Insurance is an Insurance Services & Brokers company launched in 2023. The team specializes in Insurance Services & Brokers and is based in Youngstown, Ohio.
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$1,000+$25 - $49 / hr10 - 49
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HLB TM Serbia is a Business Consulting company based in Beograd, Serbia. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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RISTER Sàrl - Fiduciaire à Genève, a Business Consulting company, was launched in 2015. The agency provides Business Consulting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosed10 - 49
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Magnus Credit Pte Ltd is a Commercial Financing company. Their small team is located in Singapore, Singapore. Their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999
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Vyssor is an Accounting company. They were founded in 2000, and their services include Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
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Launched in 2010, Elite Investment & Credit Pte Ltd is a Commercial Financing company. Their team offers Commercial Financing and Funding & Investment.
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$1,000+< $25 / hr10 - 49Westminster, MD
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M-Life Insurance is an Insurance Services & Brokers company. Based in Westminster, Maryland, the company specializes in Insurance Services & Brokers and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Insure Guardian is an Insurance Services & Brokers company. The firm is located in Clearwater, Florida. Their team offers Insurance Services & Brokers and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Brooklyn, NY
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Finaloop is a Brooklyn, New York-based Accounting and Fractional CFO Services company. The team focuses on Accounting and Fractional CFO Services.
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$1,000+$50 - $99 / hr250 - 999
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Financial Chain Corporation (FCHAIN), an Accounting company, is in Prague , Czech Republic and Baku, Azerbaijan. They provide Accounting and Business Consulting and were founded in 2002.
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$1,000+$50 - $99 / hr2 - 9
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Insurance Services & Brokers company Insurance Hero is headquartered in London, England. The team focuses on Insurance Services & Brokers.
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$10,000+$100 - $149 / hr50 - 249
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Atop Computer Solution is a CRM consulting and SI company. The agency is located in Dubai, United Arab Emirates. Their team specializes in CRM consulting and SI and IT managed services.
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$1,000+$50 - $99 / hr50 - 249
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Finance & Accounting Outsourcing (FAO) company MHR Chartered Accountants was established in 2012. The midsize team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$25,000+$50 - $99 / hr2 - 9Dubai, United Arab Emirates
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MNA Business Solutions, an Accounting company, was founded in 2022. The company provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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My Tax Filer, a Business Consulting and Accounting company, was established in 2020. The agency offers Business Consulting and Accounting, and is small.
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Undisclosed$50 - $99 / hr2 - 9
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Gold Class Accounts is an Accounting company. The small Sydney, Australia-based team specializes in Accounting. The agency was established in 2010.
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Undisclosed$25 - $49 / hrFreelancerLafayette, LA
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Premier Laser Engraving is an Accounting company. Launched in 2021, the team provides Accounting and Web Design.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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Five Star Merchant Advocates is an Accounting company. The small Las Vegas, Nevada-based team focuses on Accounting and Business Consulting. The company was established in 2023.
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$1,000+$100 - $149 / hr2 - 9
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Castaneda CPA & Associates PS, an Accounting company, is in Pasco, Washington. Launched in 2022, the team offers Accounting and Business Consulting.
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$5,000+< $25 / hr10 - 49
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Launched in 2018, Tangent Consulting is a small Mississauga, Canada-based Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Accounting.
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$25,000+$25 - $49 / hr2 - 9
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Ontracare Business Services is a Finance & Accounting Outsourcing (FAO) company. In Karachi, Pakistan, their team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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ZMC & Associates LLC is an Atlanta, Georgia-based Accounting company. They provide Accounting and Business Consulting and were launched in 2009.
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$25,000+$25 - $49 / hr250 - 999Edison, NJ
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Integrated Resources Inc is a Recruiting company headquartered in Edison, New Jersey and Cambridge, Massachusetts. Launched in 1996, the team offers Recruiting and Staffing.
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$1,000+$25 - $49 / hr10 - 49Dublin, Ireland
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Located in Dublin, Ireland, https://ameadvisors.ie/ is a small Accounting company. Their services include Accounting and Tax Law.
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$5,000+$200 - $300 / hrFreelancerFrankfurt am Main, Germany
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Katrina Nacci, CPA, an Accounting company, was launched in 2022. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lagos, Nigeria
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Africa Plus Partners is a Financial Advising & Planning company established in 2018. Their team specializes in Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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CITITAX Associates is an Alpharetta, Georgia-based Accounting company. Their services include Accounting.
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List of the Top 15 Financial Services Companies
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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.