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, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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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$1,000+< $25 / hr10 - 49New Delhi, India
Services provided
Profit Fusion India is an Accounting company. They specialize in Accounting and are headquartered in New Delhi, India.
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Undisclosed$100 - $149 / hr10 - 49Calgary, Canada
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Your Warranty Team is an Insurance Services & Brokers company. Established in 2008, the agency provides Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Launched in 2011, iRCM, Inc is a Back Office Outsourcing company. Their team provides Back Office Outsourcing and Insurance Services & Brokers.
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Undisclosed< $25 / hr10 - 49Bengaluru, India
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Wazzeer is a Finance & Accounting Outsourcing (FAO) company. Located in Bengaluru, India, the agency focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$50 - $99 / hr10 - 49Kyiv, Ukraine
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Founded in 2019, Metropole Rise Consulting is a small Business Consulting company. Their team specializes in Business Consulting and Market Research.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
See all 3 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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Undisclosed$50 - $99 / hr10 - 49Warszawa, Poland
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See all 1 projectsYour Expert Gateway to Business Success in Poland Progress Holding is a premier Polish accounting and bookkeeping firm, specializing in providing accountancy service for foreign entrepreneurs and
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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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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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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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$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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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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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 - 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
Services provided
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+$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 / 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
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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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$1,000+$25 - $49 / hr10 - 49San Francisco, CA
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Allen Barron is a San Francisco, California-based Accounting company. The team offers Accounting.
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$1,000+$150 - $199 / hr50 - 249San Francisco, CA
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DZH Phillips is an Accounting company based in San Francisco, California and Oakland, California. The team specializes in Accounting.
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$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Services provided
RINA Accountancy Corporation is an Accounting company. The San Francisco, California-based agency focuses on Accounting.
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$1,000+$25 - $49 / hr10 - 49San Rafael, CA
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Pacific Crest Group is an Accounting company founded in 2001. The agency specializes in Accounting, and is small.
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$1,000+$25 - $49 / hr50 - 249Syracuse, NY
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Dannible & McKee is an Accounting company. The firm is headquartered in Syracuse, New York. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
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Schulman Lobel is a New York, New York-based Accounting company. The team provides Accounting.
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$1,000+$100 - $149 / hr50 - 249Woburn, MA
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DGC (DiCicco, Gulman & Company), an Accounting company, specializes in Accounting. The company is headquartered in Woburn, Massachusetts and Boston, Massachusetts.
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$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
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Gelfand, Rennert & Feldman is a midsize Accounting company founded in 1967. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr50 - 249Irvine, CA
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Accounting company White Nelson Diehl Evans focuses on Accounting. They were founded in 1927.
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$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
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Windes is an Accounting company. They specialize in Accounting and were established in 1926.
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$1,000+$100 - $149 / hr250 - 999San Jose, CA
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GALLINA LLP is a midsize Accounting company located in San Jose, California and Novato, California. Their services include Accounting.
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$1,000+$100 - $149 / hr250 - 999San Francisco, CA
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Seiler LLP, an Accounting company, was launched in 1957. The team offers Accounting.
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$1,000+$100 - $149 / hr50 - 249Chicago, IL
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CDH CPAs is a Chicago, Illinois-based Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr250 - 999Chicago, IL
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FGMK is an Accounting company launched in 1969. The midsize team specializes in Accounting.
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$1,000+Undisclosed50 - 249Gandhinagar, India
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Rayvat Accounting is an Accounting company launched in 2006. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Albany, GA
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Mauldin & Jenkins is an Accounting company headquartered in Albany, Georgia. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Boston, MA
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JOHNLEONARD is a Staffing company. The firm is located in Boston, Massachusetts. Their team specializes in Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9New York, NY
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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.
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UndisclosedUndisclosed10 - 49Nairobi, Kenya
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HR Consulting company Flexi Personnel Ltd was established in 2008. The agency provides HR Consulting and Accounting, and is small.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
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Business Sherpa Group Inc. Is an Accounting company founded in 2008. The small team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249دبي, United Arab Emirates
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Launched in 2001, Shuraa Business Setup is a Business Consulting company. The agency offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49North Little Rock, AR
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Bell & Company PA is a North Little Rock, Arkansas-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Owings Mills, MD
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Glass Jacobson Financial Group is an Owings Mills, Maryland-based Accounting and Business Consulting company. They focus on Accounting and Business Consulting.
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$1,000+Undisclosed50 - 249Nashville, TN
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Alexander Thompson Arnold is a Nashville, Tennessee-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Bethlehem, PA
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Concannon, Miller & Co. P.C. Is a midsize Accounting company founded in 2010. Their services include Accounting and Business Consulting.
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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.
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UndisclosedUndisclosed250 - 999Manchester, England
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Established in 1996, Beever and Struthers is an Accounting company. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Manchester , England
Services provided
F9 Consulting is a Manchester , England-based Accounting company. They offer Accounting and were founded in 2012.
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UndisclosedUndisclosed10 - 49Concord, MA
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SmartBooks Corp, an Accounting company, was launched in 2009. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is in Concord, Massachusetts.
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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.
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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.
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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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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 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 -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
36.3/40.018.2/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
25% Accounting75% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
35.5/40.016.4/20 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+$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 / 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+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.7/40.017.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% 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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
$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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.9/40.016.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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.