Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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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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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$1,000+$200 - $300 / hr2 - 9Roseville, CA
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Cook CPA Group is an Accounting company. The Roseville, California-based firm was established in 2006. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249دبي, United Arab Emirates
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Accounting company UBL Auditing company in Dubai was founded in 2016. The firm focuses on Accounting, and is midsize.
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UndisclosedUndisclosed2 - 9New York, NY
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Mark S. Gottlieb, CPA PC is an Accounting company headquartered in New York, New York. They focus on Accounting and were founded in 1989.
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UndisclosedUndisclosed2 - 9Troy, MI
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Accounting company Franskoviak Tax Solutions was established in 1996. The team specializes in Accounting and Business Consulting and is based in Troy, Michigan.
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$1,000+$25 - $49 / hr50 - 249Pittsburgh, PA
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Accounting company Urish Popeck & Co., LLC is located in Pittsburgh, Pennsylvania and State College, Pennsylvania. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Bethesda, MD
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CBM Accounting is an Accounting company based in Bethesda, Maryland and Washington, District of Columbia. Launched in 1924, the team provides Accounting.
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UndisclosedUndisclosed2 - 9North Vancouver, Canada
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Small Accounting company LedgersOnline Inc, is headquartered in North Vancouver, Canada. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Singapore, Singapore
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I-Admin Payroll Outsourcing is a midsize Accounting and HR Outsourcing company in Singapore, Singapore and Hong Kong, Hong Kong. The team offers Accounting and HR Outsourcing.
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$1,000+$150 - $199 / hr2 - 9New York, NY
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Presti & Naegele is an Accounting company. The New York, New York-based team provides Accounting.
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UndisclosedUndisclosed50 - 249Latham, NY
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Marvin and Company, P.C., an Accounting company, was founded in 1923. The midsize team focuses on Accounting.
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$5,000+Undisclosed50 - 249Toronto, Canada
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Launched in 1963, Stern Cohen LLP is a midsize Toronto, Canada-based Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed50 - 249New Delhi, India
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Midsize Accounting company Dewan P N Chopra & Co., is located in New Delhi, India. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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In Dublin, Ireland, Merry Mullen is an Accounting company. They focus on Accounting and Business Consulting and were launched in 1945.
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UndisclosedUndisclosed10 - 49New York, NY
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Ahad&Co, a Business Consulting company, was founded in 2015. They specializes in Business Consulting and Accounting.
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Undisclosed< $25 / hr50 - 249New Delhi, India
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Established in 2006, OHI is a midsize Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Rochester, NY
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Davie Kaplan, CPA, P.C. Is an Accounting company. They were launched in 1934 and offer Accounting.
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UndisclosedUndisclosed50 - 249Singapore, Singapore
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CLA Global TS Holdings Pte Ltd is an Accounting company. Established in 1993, their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Houston, TX
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Reed Tinsley, CPA, an Accounting company, was established in 2018. The team focuses on Accounting and is located in Houston, Texas.
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$1,000+Undisclosed2 - 9Hong Kong, Hong Kong
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GlobalPEO is a Business Consulting company. Headquartered in Hong Kong, Hong Kong, the agency was founded in 2019. Their services include Business Consulting and Accounting.
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$1,000+< $25 / hr2 - 9Sharjah, United Arab Emirates
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Ideal Payroll&Bookkeeping llc is a small Accounting company launched in 2010. Their services include Accounting and HR Consulting.
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$5,000+$50 - $99 / hr50 - 249Mission Viejo, CA
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Launched in 2017, GetATaxLawyer.com is a midsize Mission Viejo, California-based Accounting company. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Tallinn, Estonia
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Internet & Technology Law company Legarithm specializes in Internet & Technology Law and Intellectual Property Law. They were established in 2020.
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Undisclosed$25 - $49 / hr2 - 9Prague, Czech Republic
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Founded in 2022, Euromos Global is a Business Consulting company. Their services include Business Consulting and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Launched in 2020, Avyanco Business Setup Consultancy is a Business Consulting company. Their team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$300+ / hr2 - 9Irvine, CA
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Heston & Heston is an Accounting company headquartered in Irvine, California and Riverside, California. They offer Accounting and were launched in 1981.
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$1,000+< $25 / hr2 - 9Blair Athol, Australia
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Tax Consultant Bookkeeping and Taxation is an Accounting company. The team is located in Blair Athol, Australia, and their services include Accounting.
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UndisclosedUndisclosed250 - 999New Delhi, India
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MNS Credit Management Group Private Ltd. Is a Business Consulting company. The New Delhi, India-based agency provides Business Consulting and Financial Advising & Planning.
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$50,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
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Connect HR | Cloud HR & Payroll Software in Dubai, UAE is a Dubai, United Arab Emirates-based HR Outsourcing company. They focus on HR Outsourcing and Accounting and were launched in 1998.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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UBL Business Setup is a Business Consulting company. The Dubai, United Arab Emirates-based firm was established in 2012. Their services include Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Poznań, Poland
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Founded in 2011, CMT Advisory is a small Poznań, Poland-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% 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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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+$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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 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 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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.