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 - 9Subiaco, Australia
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Accounting company Helm Accounting was launched in 2010. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Claremont, NH
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Horizon Financial Services, an Accounting company, was established in 1963. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sunapee, NH
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Champion Accounting Solutions is a Sunapee, New Hampshire-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Interactive Accounting, an Accounting company, was launched in 2009. The team provides Accounting and Business Consulting and is based in Melbourne, Australia and Chippendale, Australia.
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UndisclosedUndisclosed2 - 9Sunapee, NH
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Headquartered in Sunapee, New Hampshire, Joseph T. Twardy, Jr., CPA LLC is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9
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Gray Financial Center, Inc. Is an Accounting company. Headquartered in , the firm was launched in 1986. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Seacliff Park, Australia
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Accounting company Southern Accounting Pty Ltd is based in Seacliff Park, Australia. Launched in 2011, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Wheaton, IL
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Sanders Commercial Real Estate is an Accounting company located in Wheaton, Illinois. Established in 2009, the team specializes in Accounting and Commercial Development.
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UndisclosedUndisclosed2 - 9Amherst, NH
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Gerlach Accounting LLC, an Accounting company, is headquartered in Amherst, New Hampshire. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Leederville, Australia
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PRM Integrated Accounting Group is a small Accounting company headquartered in Leederville, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hanover, MD
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Headquartered in Hanover, Maryland, Malden Solutions LLC is a small Accounting company. The team focuses on Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Safety Bay, Australia
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Acolyte Accounting, a small Accounting company, is in Safety Bay, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Moultonborough, NH
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Founded in 1997, Nancy Goss Associates, LLC is an Accounting company. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Ross Stern & Associates is an Accounting company. Founded in 2011, the team offers Accounting and Business Consulting. The agency is in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Busselton, Australia
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Flint Accounting + Business Services is a small Busselton, Australia-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Portsmouth, NH
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Launched in 2011, Weidema, Lavin & Grott Accounting, PC Certified Public Accountants, a small Accounting company, is based in Portsmouth, New Hampshire. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Esperance, Australia
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In Esperance, Australia, Dwyer and Co is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Parkside, Australia
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Sarix Business Services, an Accounting company, is located in Parkside, Australia. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Amherst, NH
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Joseph B Sullivan Prof Ass'n is an Accounting company founded in 1978. The team specializes in Accounting and is based in Amherst, New Hampshire.
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UndisclosedUndisclosed2 - 9Woodville South, Australia
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Summit Bookkeeping Services’ (SBS) is an Accounting company. The Woodville South, Australia-based company was launched in 2000. Their team provides Accounting.
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UndisclosedUndisclosed50 - 249San Diego, CA
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Sayva Solutions is an Accounting company. Their midsize team is in San Diego, California and Tempe, Arizona and specializes in Accounting and Staffing. The company was founded in 2014.
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UndisclosedUndisclosed2 - 9Donnybrook, Australia
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Donnybrook Accounting is an Accounting and Business Consulting company. Their small team is based in Donnybrook, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Djugun, Australia
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Cable Beach Accountants is a small Accounting company in Djugun, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Innaloo, Australia
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LG Accounting Solutions, a small Accounting and Business Consulting company, is headquartered in Innaloo, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Doubleview, Australia
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Muntz Partners is an Accounting company. The firm is in Doubleview, Australia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Perth, Australia
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Caffarelli is a West Perth, Australia-based Accounting and Business Consulting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Centennial Park, Australia
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Small Accounting company GM Taxation & Accounting, is in Centennial Park, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chapel Hill, NC
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Price Jack CPA is a small Accounting company located in Chapel Hill, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Crumpler, NC
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Bruce S Chroback, CPA, an Accounting company, is located in Crumpler, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Raleigh, NC
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Williams Overman Pierce, LLP, an Accounting company, is headquartered in Raleigh, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9High Point, NC
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Launched in 1969, Odom & Company, L.L.P. Is an Accounting company. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Naperville, IL
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Optimo Tax is an Accounting company. They are in Naperville, Illinois and have small team. They provide Accounting.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Small Accounting company Crusader Management Services, LLC, is based in Oakland, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Founded in 1993, Patel & Associates, LLP is a small Oakland, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Osborne Park, Australia
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Accounting company Haydon Kinnaird offers Accounting. They were established in 1984.
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UndisclosedUndisclosed2 - 9West Perth, Australia
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Noel McKenney & Co is an Accounting company. Based in West Perth, Australia, the agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Perth, Australia
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Napoli Chartered Accountants is an Accounting company. They are in Perth, Australia and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Burswood, Australia
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Located in Burswood, Australia, AMHR Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Inglewood, Australia
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Quarles is an Accounting company. Based in Inglewood, Australia, the firm was established in 1974. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Naperville, IL
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BG Advisors CPA, Ltd. Is a small Naperville, Illinois-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Overland Park, KS
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Nuke Pros LLC is a small Accounting company based in Overland Park, Kansas. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Wolfeboro, NH
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Founded in 1992, William J. Krause CPA, a small Accounting company, is headquartered in Wolfeboro, New Hampshire. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Windham, NH
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Blundell Accounting Solutions is an Accounting company. They were established in 2013, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Epping, NH
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A Step Up Bookkeeping Services is a small Epping, New Hampshire-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Lee, NH
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Headquartered in Lee, New Hampshire, Erik R. Johnson, CPA PLLC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Subiaco, Australia
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NKH Business Advisors & Accountants, a small Accounting company, is headquartered in Subiaco, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Raymond, NH
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Howard & Company, CPAs, PC is an Accounting company. The company is headquartered in Raymond, New Hampshire. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Kalgoorlie, Australia
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Allen & Co is an Accounting company. In Kalgoorlie, Australia, their small team provides Accounting and Business Consulting. The firm was founded in 1991.
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UndisclosedUndisclosed10 - 49Spearwood, Australia
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Launched in 1990, Goodall & Co is an Accounting company. The agency offers Accounting, and is small.
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UndisclosedUndisclosed10 - 49Long Beach, CA
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TAXCO is an Accounting company. Their team is located in Long Beach, California and Long Beach, California. The company offers 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.