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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UndisclosedUndisclosed10 - 49Kings Meadows, Australia
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145 FINANCIAL, a small Accounting company, is in Kings Meadows, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Carson, CA
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Chukwuka A. Chidi CPA Inc., an Accounting company, was established in 2010. Located in Carson, California, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Based in Saint Paul, Minnesota, Enlighten Accounting & Tax Solution is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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G Doyle Accounting is an Accounting company. Their small team is based in Saint Paul, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9South Saint Paul, MN
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Established in 1990, Jodee Paape & Associates, a small Accounting company, is headquartered in South Saint Paul, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Small Accounting company Rauch & Frankhauser, PLLP, is in Saint Paul, Minnesota. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Minnetonka, MN
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Debra J. Stapek Ltd., a small Accounting company, is based in Minnetonka, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Hobart, Australia
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Headquartered in Hobart, Australia, Macquarie Accounting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Osborne Park, Australia
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Holden Accountants is an Accounting company. They are based in Osborne Park, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Battery Point, Australia
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Founded in 2010, Halys & Sells, a small Accounting company, is based in Battery Point, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kelmscott, Australia
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Creagh Barker Associates is an Accounting company. They are headquartered in Kelmscott, Australia and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gosnells, Australia
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Tick Tax Accounting is a small Accounting and Business Consulting company in Gosnells, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Launceston, Australia
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Watson & Hegarty is an Accounting company. The team offers Accounting and Business Consulting, and the agency is based in Launceston, Australia.
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UndisclosedUndisclosed2 - 9Subiaco, Australia
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MONTAGUE PARTNERS is an Accounting company. They were established in 2008, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Devonport, Australia
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Willing Associates is an Accounting company. Their small team is in Devonport, Australia. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Joondalup, Australia
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In Joondalup, Australia, Mansell & Associates is an Accounting and Business Consulting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hobart, Australia
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Located in Hobart, Australia, Scanlon Richardson Financial Group is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Paramount, CA
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Luis M. Herrera - PA, EA Advanced Accounting & Tax Service is an Accounting company. The Paramount, California-based firm was founded in 1985. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Cannington, Australia
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WPM Accounting is an Accounting company. Their small team is headquartered in Cannington, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Doubleview, Australia
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Kent Isaacson & Associates, a small Accounting company, is based in Doubleview, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Gardena, CA
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Applied Accountancy is a Gardena, California-based Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Balcatta, Australia
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Motteram Bowie and Ham, a small Accounting company, is based in Balcatta, Australia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Shelby, NC
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Founded in 1981, Personnel Services Unlimited is an Accounting and HR Consulting company. The small team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Balcatta, Australia
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Accounting company Wellington Partners was launched in 1983. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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Caplan & Wong CPAs, LLP is an Accounting company. They offer Accounting and are located in San Mateo, California.
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UndisclosedUndisclosed2 - 9Kingston, Australia
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Hale Financial, a small Accounting company, is based in Kingston, Australia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Malaga, Australia
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TSA Accountants & Business Advisors, a small Accounting company, is in Malaga, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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Seideman Accounting Group, an Accounting company, was established in 1968. They specializes in Accounting.
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UndisclosedUndisclosed2 - 9Dandenong, Australia
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SD Accountants is a small Dandenong, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Devonport, Australia
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Synectic Accountants & Advisers is an Accounting and Business Consulting company established in 2004. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Attadale, Australia
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APL Accounting Solutions is a small Attadale, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Glenorchy, Australia
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Small Accounting company The Tax Counter, is located in Glenorchy, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Launceston, Australia
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Torrents Accounting Solutions is a small Launceston, Australia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Gastonia, NC
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Butler & Stowe is an Accounting company. They are in Gastonia, North Carolina, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Burlington, NC
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STOUT STUART McGOWEN & KING LLP is an Accounting company. The firm is in Burlington, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9High Wycombe, Australia
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Small Accounting company Strategic Taxation Services, is based in High Wycombe, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Carrboro, NC
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TC Koziara, PLLC is an Accounting company. They are located in Carrboro, North Carolina. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Landsdale, Australia
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Intaxnet is an Accounting company. Their small team is based in Landsdale, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Dreher Martin CPAs, P.A. Is an Accounting company. They are located in Raleigh, North Carolina. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49San Mateo, CA
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Keating Consulting Group is an Accounting company. The San Mateo, California-based team offers Accounting.
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UndisclosedUndisclosed10 - 49Manjimup, Australia
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Adams Professional Services is a small Manjimup, Australia-based Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Augusta, Australia
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Nautilus Bookkeeping, a small Accounting company, is based in Augusta, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49San Mateo, CA
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Polly, Scatena, Vasheresse & Sater CPA, an Accounting company, is in San Mateo, California. They specialize in Accounting and were launched in 1974.
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UndisclosedUndisclosed2 - 9
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Small Accounting company E S E-books, is based in Kalgoorlie, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Vancouver, Canada
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FI.SPAN, an ERP consulting and SI company, is in Vancouver, Canada. Launched in 2016, the team offers ERP consulting and SI and Accounting.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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Based in San Mateo, California, William Hefter is an Accounting company. Founded in 1975, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Farmington Hills, MI
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Stanek & Company PC, an Accounting company, is headquartered in Farmington Hills, Michigan. Established in 2002, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chapel Hill, NC
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Based in Chapel Hill, North Carolina, Sherri Rose, CPA, PLLC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Farmington Hills, MI
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Corporate Accounting Services CPA is a small Accounting company established in 1994. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Chapel Hill, NC
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Ranjana Batra CPA PA is an Accounting company. They focus on Accounting and are in Chapel Hill, North Carolina.
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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.