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 - 9Osborne Park, Australia
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Based in Osborne Park, Australia, ITC Wright & Associates is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Mateo, CA
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Accounting company Crisafi, Pryor & Farquhar, Inc. CPAs offers Accounting and Business Consulting. They are located in San Mateo, California.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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PrairieView Partners is an Accounting company. They are based in Saint Paul, Minnesota, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Manning, Australia
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Established in 2013, Mawer Consulting, a small Accounting company, is based in Manning, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Launceston, Australia
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Bellevue Advisors is a small Launceston, Australia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ulverstone, Australia
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Launched in 2010, Fusion Business Services, a small Accounting company, is headquartered in Ulverstone, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Mateo, CA
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Based in San Mateo, California, WuHoover & Co. Is an Accounting and Business Consulting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Tempolink is a Recruiting company. The small Bogotá, Colombia-based team offers Recruiting and Accounting. The agency was established in 2008.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
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Headquartered in Bogotá, Colombia, ABAD LTDA is a small Recruiting company. Their services include Recruiting and Accounting.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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Gilmore & Associates, LLP is an Accounting company. In San Mateo, California, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Bogotá, Colombia
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Sero Servicios Ocasionales is a Bogotá, Colombia-based Staffing company. They specialize in Staffing and Recruiting and were established in 1980.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
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Proyección Laboral is a Recruiting company. They focus on Recruiting and HR Outsourcing and were established in 2001. The firm is headquartered in Bogotá, Colombia.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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DRAGON TAX AND ACCOUNTING SERVICES is an Accounting company based in San Mateo, California. They offer Accounting.
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UndisclosedUndisclosed10 - 49Gardena, CA
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TOPC Potentia is an Accounting company. Established in 1999, the company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gardena, CA
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GoPro Financial is a small Gardena, California-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
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Tax Professionals is an Accounting company. They were founded in 1994, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yanchep, Australia
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Small Accounting company Bas Tax Agents, is headquartered in Yanchep, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Two Rocks, Australia
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Based in Two Rocks, Australia, Ba-Dass Bookkeeping is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wannanup, Australia
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All Done Bookkeeping, a small Accounting company, is headquartered in Wannanup, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Australind, Australia
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Deanna Business Services & Bookkeeping Solutions, a small Accounting company, is based in Australind, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Busselton, Australia
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Small Accounting company Account On Me Bookkeeping, is headquartered in Busselton, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Nett Bookkeeping is a small Accounting company in Dunsborough, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cary, NC
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DiAnne D Carnes, CPA, PA is an Accounting company. They are headquartered in Cary, North Carolina, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Founded in 1998, Compass Consulting Services P.A. Is an Accounting company. Headquartered in Raleigh, North Carolina, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Austin, TX
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K-Kan is a small Back Office Outsourcing company established in 2009. Their services include Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Sparta, NJ
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Launched in 2005, CAB Business Services, LLC is an Accounting company. The firm provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Cary, NC
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Hoover & Hoover CPA is an Accounting company. Launched in 1990, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fall River, MA
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Founded in 1937, Kane and Kane, Inc is a small Fall River, Massachusetts-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Capitol Virtual Assistants, LLC, a small Back Office Outsourcing company, is located in Washington, District of Columbia. The team specializes in Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Jacksonville, FL
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Thomas W Renaud CPA PC is an Accounting company. The Jacksonville, Florida-based firm was founded in 2010. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Durham, NC
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Curl & Associates, PLLC is a small Accounting company based in Durham, North Carolina. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fall River, MA
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D.E. Rodrigues & Company, Inc. Is an Accounting company. The agency is located in Fall River, Massachusetts and Fairhaven, Massachusetts. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Tacoma, WA
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The Doty Group, P.S. Is an Accounting company. The small Tacoma, Washington-based team offers Accounting. The agency was established in 2006.
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UndisclosedUndisclosed10 - 49Tacoma, WA
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Frost & Company, PLLC is an Accounting company. Their team is in Tacoma, Washington and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fall River, MA
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JMR & Company LLC, an Accounting company, is in Fall River, Massachusetts and New Bedford, Massachusetts. Founded in 1990, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Fall River, MA
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Established in 1982, The Tax Consultants Inc. Is a small Fall River, Massachusetts-based Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Tacoma, WA
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Digital Accounting and Tax Services, LLC., a small Accounting company, is headquartered in Tacoma, Washington. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fall River, MA
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Accounting Portfolios, Inc., an Accounting company, offer Accounting and Business Consulting. They were founded in 1991.
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UndisclosedUndisclosed2 - 9Stirling, Australia
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DBA Accountants , an Accounting company, was established in 1976. The team offers Accounting and is located in Stirling, Australia.
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UndisclosedUndisclosed10 - 49Fall River, MA
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Founded in 1975, Hague, Sahady & Co., P.C. Is an Accounting company. The firm focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mirrabooka, Australia
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Located in Mirrabooka, Australia, BMC Accounting is an Accounting company. Launched in 1992, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Tacoma, WA
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Accounting company Laws & Associates CPA's, Inc. Was launched in 1978. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Fall River, MA
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Established in 2011, CSEP Innovation Consulting & Management Inc. Is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cannington, Australia
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Established in 2012, Universal Taxation Services is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Fall River, MA
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Quick & Easy Tax Service, an Accounting company, was founded in 2010. In Fall River, Massachusetts, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wilson, Australia
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Taxgate is an Accounting company. Their small team is headquartered in Wilson, Australia. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Tacoma, WA
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Small Accounting company MICHAEL A. PASSECK, CPA, PS INC., is located in Tacoma, Washington. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Rosny Park, Australia
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Accounting company Alomes Financial is in Rosny Park, Australia. They specialize in Accounting and were founded in 1988.
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UndisclosedUndisclosed2 - 9Ulverstone, Australia
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Paragon Advisors & Accountants is a small Accounting company located in Ulverstone, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Paramount, CA
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JULIO VARELA TAX SERVICE is an Accounting company. Their team is located in Paramount, California and 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.