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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UndisclosedUndisclosed2 - 9North Adelaide, Australia
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Nicholas Birdseye & Associates is a small North Adelaide, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Auburn, NH
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Maloney & Kennedy Pllc is an Accounting company. In Auburn, New Hampshire, the company was established in 1991. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Fullarton, Australia
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First Choice Accounting is an Accounting company. Their small team is located in Fullarton, Australia. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Greenslopes, Australia
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City 2 Coast Bookkeeping is a small Accounting company based in Greenslopes, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manchester, NH
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Devine Millimet: Jon Sparkman, Esq., CPA is an Accounting and Business Consulting company established in 1947. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Barrington, NH
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Launched in 2018, Lynne M. Grey, CPA PLLC is an Accounting company. In Barrington, New Hampshire, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Caboolture, Australia
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Based in Caboolture, Australia, INTENT BOOKKEEPING SERVICES is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Browns Plains, Australia
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All 4 Bookkeeping is an Accounting company. They are located in Browns Plains, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bundall, Australia
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FLEXIBLE BOOKKEEPING SOLUTIONS is an Accounting company. Their team is located in Bundall, Australia. The agency provides Accounting.
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UndisclosedUndisclosed2 - 9Manly West, Australia
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Advanced Bookkeeping and Consulting is an Accounting company. They are located in Manly West, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Small Accounting company Bricker Accounting & Tax Services, LLC, is based in Omaha, Nebraska. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Small Accounting company Schueman Financial Services, is located in Omaha, Nebraska. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brendale, Australia
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Laing Accounting and Business Solutions is an Accounting and Business Consulting company. Their small team is in Brendale, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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In Omaha, Nebraska, Hower CPA PC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Kathleen J. Herrera, CPA is a small Omaha, Nebraska-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Eatons Hill, Australia
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Small Accounting and Business Consulting company Edge B C, is located in Eatons Hill, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Scarpello Consulting is an Accounting company founded in 2001. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Associated Tax is an Accounting company. Their small team is headquartered in Omaha, Nebraska. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Clawson Associates, P.C. Is an Accounting company. They are in Omaha, Nebraska and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Small Accounting company CDM CPA, is headquartered in Omaha, Nebraska. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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SJ bookkeeping is an Accounting company. They are in Brendale, Australia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Royal & Associates PC is an Accounting company. Their small team is in Omaha, Nebraska. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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John E. Schulz CPA is a small Accounting company headquartered in Omaha, Nebraska. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Based in Sheldon, Australia, Accurate Books N Bas is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49
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Small Accounting company Accountix, is located in Wellington Point, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Ormiston, Australia
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Redlands Bookkeeping is an Accounting company. They are based in Ormiston, Australia and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Surfers Paradise, Australia
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EzyAccounts JT is an Accounting company. They are in Surfers Paradise, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Caloundra, Australia
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Headquartered in Caloundra, Australia and Maroochydore, Australia, KBAS bookkeeping is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Flinders Park, Australia
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Small Accounting company Cutillo+Co, is based in Flinders Park, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Daw Park, Australia
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RSA - Red Special Accounting is a small Daw Park, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Burleigh Heads, Australia
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Bean Ninjas is a small Burleigh Heads, Australia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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AML Accounting Services, a small Accounting company, is based in Varsity Lakes, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Hyde Park, Australia
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In Hyde Park, Australia, Hunter Taxation Services is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tea Tree Gully, Australia
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Tonkin Accounting is a small Tea Tree Gully, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Clayton, NC
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Ginger T. Levinson, CPA PA is an Accounting company. Their small team is in Clayton, North Carolina and offers Accounting. The firm was founded in 1987.
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UndisclosedUndisclosed2 - 9Kersbrook, Australia
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Small Accounting company Making Cents Taxation Services, is located in Kersbrook, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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In Charlotte, North Carolina, BGW CPA, PLLC is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cary, NC
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Proactive Accounting and Tax Services is an Accounting company. Their small team is headquartered in Cary, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Parafield, Australia
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O’Brien & Co, a small Accounting company, is in Parafield, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Charleston, WV
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John Empson AC is an Accounting company. They are headquartered in Charleston, West Virginia and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Charleston, WV
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In Charleston, West Virginia, Herman & Cormany, CPAs, A.C. Is an Accounting company. Founded in 1948, the team offers Accounting.
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UndisclosedUndisclosed2 - 9South Charleston, WV
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Borris Professional Services is an Accounting company. Launched in 1982, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kochi, India
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Headquartered in Kochi, India, Global HR Solutions is an Accounting and Recruiting company. The team offers Accounting and Recruiting.
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UndisclosedUndisclosed10 - 49Bengaluru, India
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Headquartered in Bengaluru, India, CareerForce HR Solutions Pvt Ltd. Is an Accounting company. Launched in 2012, the team provides Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Varsity Lakes, Australia
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Located in Varsity Lakes, Australia, Freeform Business Services is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Omaha, NE
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Accounting company Lutz was founded in 1980. The team offers Accounting and Business Consulting and is located in Omaha, Nebraska.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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KRR Accountants, a small Accounting company, is based in Adelaide, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Burleigh Heads, Australia
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IQ Accountants is an Accounting company. They are in Burleigh Heads, Australia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Weber & Thorson PC is a small Omaha, Nebraska-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Located in Omaha, Nebraska, Nosal Professional Group, P.C. Is a small Accounting company. Their services include Accounting and Business Consulting.
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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.