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 - 9Myrtle Bank, Australia
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Balance-rite Business Services is a small Accounting company in Myrtle Bank, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9East Fremantle, Australia
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CSJP Accounting is an Accounting company. They are headquartered in East Fremantle, Australia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Quinns Rocks, Australia
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SL Ideal Accounting is an Accounting company. Their small team is located in Quinns Rocks, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Myrtle Bank, Australia
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Accounting company Adelaide MYOB Bookkeepers is headquartered in Myrtle Bank, Australia. They specialize in Accounting and were founded in 2008.
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UndisclosedUndisclosed2 - 9Bunbury, Australia
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Hiscox Partners is a small Bunbury, Australia-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Plympton, Australia
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Bookkeeping Adelaide is a small Accounting company based in South Plympton, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Woodville, Australia
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Zebra Bookkeeping is an Accounting company. The agency is headquartered in Woodville, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sioux Falls, SD
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Arietis Tax & Business Services is an Accounting company. Founded in 2014, the team provides Accounting and Business Consulting. The firm is based in Sioux Falls, South Dakota.
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UndisclosedUndisclosed2 - 9Glenelg North, Australia
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NOVELTY TAXATION & ACCOUNTING SERVICES - NTAAS, a small Accounting company, is based in Glenelg North, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Paradise, Australia
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Headquartered in Paradise, Australia, IT Balances is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Golden Grove, Australia
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Account Stability is an Accounting company. Their small team is in Golden Grove, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Roxby Downs, Australia
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By Grace Bookkeeping is an Accounting company. Their small team is located in Roxby Downs, Australia. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9South Perth, Australia
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TMA Advisory is a South Perth, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Northbridge, Australia
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Headquartered in Northbridge, Australia, DKY Accountants is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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The JCC Group is an Accounting company established in 2008. Their team focuses on Accounting and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Perth, Australia
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NexiaCorp is an Accounting company. They are in Perth, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Kennesaw, GA
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Impact Partnership is an Accounting company. The firm is based in Kennesaw, Georgia. Their team provides Accounting and Advertising.
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UndisclosedUndisclosed2 - 9Fort Wayne, IN
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Located in Fort Wayne, Indiana, Professional Tax & Accounting LP is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fort Wayne, IN
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Whittle Strategic Accounting is an Accounting company. The Fort Wayne, Indiana-based firm was launched in 2014. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kadina, Australia
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Launched in 2016, Aramas Business Solutions is an Accounting company. In Kadina, Australia, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Smart Figures is an Accounting company founded in 2011. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Blue Wren Bookkeeping is an Accounting company. They are based in Flagstaff Hill , Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Londonderry, NH
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Accounting company Professional Tax Consultants is based in Londonderry, New Hampshire. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mount Barker, Australia
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Based in Mount Barker, Australia, ALL HILLS BOOKKEEPING SERVICES is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Londonderry, NH
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Robert L Hamel Enrolled Agent, an Accounting company, was launched in 2008. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Duncraig, Australia
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Headquartered in Duncraig, Australia, Attwell Partners is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Como, Australia
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Alpha Accountancy Services is a small Como, Australia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Joondalup, Australia
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In Joondalup, Australia, Swan Accountants is an Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Accounting company Lehmann, Ullman and Barclay LLP Certified Public Accountants provides Accounting. They are based in Birmingham, Alabama.
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UndisclosedUndisclosed2 - 9Esperance, Australia
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AG Accounting Services is an Accounting company launched in 2000. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Lischkoff & Pitts is an Accounting company. Their small team is headquartered in Birmingham, Alabama. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Morley, Australia
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Star Tax Accounting is an Accounting company. They are in Morley, Australia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Mountain Brook, AL
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AKP & Associates is a Business Consulting company. Their small team is in Mountain Brook, Alabama. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Accounting company Atkins & Company, PLLC was launched in 2009. The firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Accounting company Irma Miller MBA CPA is based in Lexington, Kentucky. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Accounting company James R. Whitten, CPA, PLLC is headquartered in Lexington, Kentucky. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Founded in 2004, Holcomb & Associates, PSC, a small Accounting company, is located in Lexington, Kentucky. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Menasha, WI
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Healthcare Management Consultants, Inc. Is an Accounting company. Located in Menasha, Wisconsin, the firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Launched in 1990, WR Ramsey & Associates Inc. Is a small Accounting company headquartered in Lexington, Kentucky. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Salem, NH
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Accounting company Tax Matters LLC was established in 2014. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Glenelg, Australia
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Founded in 2002, Bullen Business Services, a small Accounting company, is in Glenelg, Australia. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Salem, NH
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Donovan Thomas Billings Tax is an Accounting company. In Salem, New Hampshire, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Erina, Australia
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Absolute Accounting Services is an Accounting company. The team focuses on Accounting and Business Consulting and is based in Erina, Australia.
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UndisclosedUndisclosed2 - 9Lancaster, PA
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Crane & Bell PLLC is an Accounting company. The small Lancaster, Pennsylvania-based team specializes in Accounting. The firm was launched in 2010.
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UndisclosedUndisclosed2 - 9Stepney, Australia
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Resolve Bookkeeping is an Accounting company. They are located in Stepney, Australia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Littleton, NH
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Secord Mark CPA, an Accounting company, was launched in 2008. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Littleton, NH
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Founded in 1999, Keeler Accounting is an Accounting company. Based in Littleton, New Hampshire, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Nedlands, Australia
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Paragon Consultants, an Accounting company, was founded in 1989. The firm specializes in Accounting and Business Consulting.
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Advanced Bookkeeping, a small Accounting company, is headquartered in Adelaide, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Para Vista, Australia
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Small Accounting company Moore 2 Bookkeeping, is based in Para Vista, Australia. Their services include Accounting.
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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.