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 - 9Albany, Australia
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Based in Albany, Australia, Wheatcroft Accounting is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Sacramento, CA
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Small Accounting company Innovative Solutions CPAs & Advisors, LLP, is based in Sacramento, California and Sacramento, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Fairfield, CA
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David L. Welch, CPA is a small Fairfield, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fairfield, CA
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Manuel P. Pinto CPA is a small Accounting company established in 1993. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Ramon, CA
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Accounting company Werner Group CPA is located in San Ramon, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Foster City, CA
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Ineich & Company, LLP is a small Accounting company headquartered in Foster City, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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In San Mateo, California, Andersen, McKune & Associates, LLP is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Saint Paul, MN
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Perpetual Resources, Inc. Is a West Saint Paul, Minnesota-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9North Saint Paul, MN
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Thorsen Breidinger & Novak PA is an Accounting company. They are in North Saint Paul, Minnesota and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New Brighton, MN
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Small Accounting company Hockert & Sroga, is in New Brighton, Minnesota. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9South Perth, Australia
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Here is an Accounting company. They are in South Perth, Australia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Oakdale, MN
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Burke Wheeler & Associates is an Accounting company. They are in Oakdale, Minnesota and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Legana, Australia
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Keeping Tabs, a small Accounting company, is headquartered in Legana, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Robert M. McClay, an Accounting company, was established in 1987. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roseville, MN
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Norma Jean Falink, EA is an Accounting company. They are in Roseville, Minnesota and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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Mok Accountancy Corporation is a small Accounting company launched in 1991. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mendota Heights, MN
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Accounting company Spruce Valley Payroll is based in Mendota Heights, Minnesota. Launched in 2007, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Sands Lee & Anderson Ltd is a small Saint Paul, Minnesota-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Lennington Law Firm, PLLC is an Accounting company. Their small team is in Saint Paul, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Altona Meadows, Australia
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Located in Altona Meadows, Australia, By the Bay Tax and Accounting is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Bernard Brodkorb Jr CPA Inc is a small Accounting company based in Saint Paul, Minnesota. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Subiaco, Australia
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L.X.K. Consulting is a small Subiaco, Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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PinPoint Accounting Services is an Accounting company. Their small team is located in Saint Paul, Minnesota. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lindisfarne, Australia
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Accounting company Leumas Accounting focuses on Accounting. They were founded in 2006.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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Headquartered in San Mateo, California, M. Bess Kane, CPA A Professional Corporation is an Accounting company. Founded in 1988, the team offers Accounting.
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UndisclosedUndisclosed2 - 9St Helens, Australia
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Cense Group, an Accounting and Business Consulting company, offer Accounting and Business Consulting. They were established in 1995.
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UndisclosedUndisclosed2 - 9Port St. Lucie, FL
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Diversified Financial Services , an Accounting company, was founded in 1999. The small team provides Accounting and Staffing.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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Located in San Mateo, California, Byrne, Seligman & Co., Inc. Is an Accounting company. Launched in 1998, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Reading, PA
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Ruhl & Associates LLC is an Accounting company. Their small team is headquartered in Reading, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Mateo, CA
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HK & Company is a small Accounting company based in San Mateo, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Reading, PA
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G L Public Services Financial Group is a small Reading, Pennsylvania-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9West Saint Paul, MN
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The Leary Group is a small Accounting company based in West Saint Paul, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Nedlands, Australia
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Pozzi Financial Services is an Accounting and Business Consulting company. They are located in Nedlands, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Century Pay is a small Accounting company based in Saint Paul, Minnesota. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Shillington, PA
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Headquartered in Shillington, Pennsylvania, Pancerella & Associates, LLC is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Accurate Tax & Accounting, a small Accounting company, is located in Saint Paul, Minnesota. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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DAVID M. SMITH, CPA is an Accounting company. Their small team is located in Saint Paul, Minnesota. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Malvern, PA
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Midsize Accounting and Business Consulting company Progressive Business Publications, is headquartered in Malvern, Pennsylvania. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Ibex Tax and Accounting, a small Accounting company, is in Saint Paul, Minnesota. The team offers Accounting.
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UndisclosedUndisclosed2 - 9South Saint Paul, MN
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Small Accounting company Hennen & Associates, is in South Saint Paul, Minnesota. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Small Accounting company Peter Deng & Associates, is located in Saint Paul, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Headquartered in Saint Paul, Minnesota, Cusick Accounting Solutions is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Mateo, CA
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Founded in 1980, Galligan, Thompson & Flocas LLP is a small San Mateo, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Osborne Park, Australia
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GSM ACCOUNTING AND TAXATION SERVICES is a small Osborne Park, Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Saint Paul, MN
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Accounting company TENA Companies, Inc. Is based in Saint Paul, Minnesota. They specialize in Accounting and were launched in 1982.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Dan L Bane LLC is a small Accounting company based in Saint Paul, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Ultimate Tax & Accounting Group, Inc. Is an Accounting company. They are headquartered in Saint Paul, Minnesota and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Floreat, Australia
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Headquartered in Floreat, Australia, GROBUSINESS is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Launceston, Australia
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Bartholemews Chartered Accountants, an Accounting company, is in Launceston, Australia. Established in 2004, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Hobart, Australia
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ABACUS ACCOUNTING & TAX is an Accounting company based in Hobart, Australia. They specialize in 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.