Top Financial Services Firms
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Featured
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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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$1,000+$50 - $99 / hr50 - 249San Fernando, Philippines
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Accounting company Scrubbed offers Accounting. They are in San Francisco, California and San Fernando, Philippines.
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$1,000+$25 - $49 / hr50 - 249Ithaca, NY
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Launched in 1976, Sciarabba Walker & Co. Is a midsize Ithaca, New York-based Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
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Adelman Katz & Mond is a small New York, New York-based Accounting company. The team provides Accounting.
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$1,000+$100 - $149 / hr50 - 249New York, NY
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Janover is an Accounting company located in New York, New York and Garden City, New York. Established in 1938, the team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Hicksville, NY
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Castellano, Korenberg and Co. Is an Accounting company. The Hicksville, New York-based firm focuses on Accounting.
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$1,000+$100 - $149 / hr50 - 249Boston, MA
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In Boston, Massachusetts and Braintree, Massachusetts, Kevin P. Martin & Associates is a midsize Accounting company. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Waltham, MA
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Small Accounting company Katz, Nannis + Solomon, is in Waltham, Massachusetts. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Brookline, MA
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Abrams Little-Gill Loberfeld is an Accounting company. The team specializes in Accounting and is located in Brookline, Massachusetts.
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$1,000+$100 - $149 / hr10 - 49Pasadena, CA
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Lucas, Horsfall, Murphy & Pindroh, a small Accounting company, is in Pasadena, California. Their services include Accounting.
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$1,000+$100 - $149 / hr50 - 249San Francisco, CA
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Located in San Francisco, California and San Jose, California, Hood & Strong is an Accounting company. The team provides Accounting.
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$1,000+$100 - $149 / hr50 - 249San Francisco, CA
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Shea Labagh Dobberstein is a midsize San Francisco, California-based Accounting company. Their services include Accounting.
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$5,000+$25 - $49 / hr10 - 49
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Sara Technologies is a mobile application development firm. The firm is headquartered in San Diego, California and Oakland, California. Their team provides Mobile App Development and Web
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$1,000+< $25 / hr250 - 999New York, NY
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Eclaro, a Back Office Outsourcing company, offer Back Office Outsourcing and Accounting. They were established in 1999.
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$5,000+$100 - $149 / hr10 - 49Atlanta, GA
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HR Consulting company Human Resource Dimensions was established in 1991. Headquartered in Atlanta, Georgia, the team provides HR Consulting and Accounting.
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$1,000+$100 - $149 / hr10 - 49Budapest, Hungary
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MGI-BPO is an Accounting company. Founded in 2001, the company provides Accounting and HR Outsourcing.
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$1,000+$25 - $49 / hr2 - 9Gurugram, India
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Phone answering service Navigant Technologies Pvt. Ltd. Is in Gurugram, India. Launched in 2003, the team focuses on Call Center Services and Accounting.
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$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
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Mazars Vietnam, a Business Consulting company, was launched in 1994. They offers Business Consulting and Accounting.
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$5,000+$50 - $99 / hr50 - 249Los Angeles, CA
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MMC HR, a midsize HR Consulting company, is based in Los Angeles, California. The team specializes in HR Consulting and Accounting.
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$5,000+$100 - $149 / hr50 - 249Los Angeles, CA
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8020 Consulting is an Accounting company. The Los Angeles, California-based agency offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Houston, TX
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Clayton Services, a Staffing company, was launched in 1984. The team provides Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Orlando, FL
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Thaney & Associates CPAs, P.C. Is a small Orlando, Florida-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249San Antonio, TX
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Based in San Antonio, Texas and Boerne, Texas, ADKF is an Accounting company. They provide Accounting and Business Consulting and were launched in 1991.
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$1,000+Undisclosed50 - 249Auckland, New Zealand
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Haven - Accountants, Financial Advisers is a midsize Auckland, New Zealand-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Columbus, OH
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Established in 2007, Reliable Staffing Resources is a large Staffing company based in Columbus, Ohio. Their team provides Staffing and Recruiting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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SD Mayer & Associates LLP is a small Accounting company founded in 2012. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Clark Freeport Zone Clark Field, Philippines
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Profitmaster BPO, Inc. Is a Clark Freeport Zone Clark Field, Philippines-based HR Consulting company. They focus on HR Consulting and Accounting.
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$1,000+Undisclosed2 - 9دبي, United Arab Emirates
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Elegant Services is a Business Consulting company. Launched in 2009, the company is in دبي, United Arab Emirates. Their services include Business Consulting and Translation.
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UndisclosedUndisclosed1,000 - 9,999Chennai, India
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Lapiz Digital Services is a Commercial Property Management company. The team is located in Chennai, India, and their services include Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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In Los Angeles, California, Gretchen Hydo International is a small Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hrFreelancerRīga, Latvia
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AB ways is a small Rīga, Latvia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Sahibzada Ajit Singh Nagar, India
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XEAM Ventures Pvt Ltd is a midsize Accounting company. Launched in 2004, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed1,000 - 9,999Greater Noida, India
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Accounting company AcoBloom International is located in Greater Noida, India and Delhi, India. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Lindon, UT
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Helpside is a midsize Business Consulting company launched in 1990. Their services include Business Consulting and HR Consulting.
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UndisclosedUndisclosed50 - 249West Des Moines, IA
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McGowen, Hurst, Clark & Smith, P.C. Is an Accounting company. Established in 1946, the agency is based in West Des Moines, Iowa. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Amstelveen, Netherlands
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Ikajo, an Accounting company, was established in 2003. Based in Amstelveen, Netherlands and Des Voeux Road Central, Hong Kong, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Irvine, CA
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KTimeHR is an Accounting company. The Irvine, California-based agency provides Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Headquartered in Sydney, Australia, Swanson Reed | Australia is an Accounting company. They specialize in Accounting and Finance & Accounting Outsourcing (FAO) and were established in 1984.
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UndisclosedUndisclosed50 - 249Newtown, Australia
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Davidsons is a midsize Newtown, Australia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Richmond, Australia
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Wilson Pateras is a midsize Richmond, Australia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Abbotsford, Australia
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Midsize Accounting company Kearney Group, is in Abbotsford, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Launched in 1979, MJH Accountancy Limited is an Accounting company. The team focuses on Accounting and Business Consulting.
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$100,000+$150 - $199 / hr50 - 249
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Initor Global is a midsize Accounting company. Established in 2006, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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In Wilmington, Delaware, Wheeler Wolfenden and Dwares, CPAs is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Montgomery, AL
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Jackson Thornton, an Accounting company, is in Montgomery, Alabama and Opelika, Alabama. The team offers Accounting and IT managed services.
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UndisclosedUndisclosed50 - 249Metairie, LA
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LaPorte CPAs & Business Advisors is a midsize Accounting company launched in 1946. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chippendale, Australia
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Australia Wide Tax Solutions is an Accounting company. Established in 2009, the firm provides Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Small Accounting company City Tax Accountants, is located in Sydney, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kensington, Australia
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Reliable Bookkeeping Services is a Kensington, Australia-based Accounting company. They specialize in Accounting and were launched in 2012.
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UndisclosedUndisclosed10 - 49Plantation, FL
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Fiske & Company, an Accounting company, was launched in 1972. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancer
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Bette Hochberger, CPA, CGMA is a small Accounting company in Fort Lauderdale, Florida. The team provides Accounting.
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List of the Top 15 Financial Services Companies
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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$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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 -
$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 / 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 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 Market PresenceService focus
60% Accounting40% 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+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% 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
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.