Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
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$1,000+$25 - $49 / hr10 - 49
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HLB TM Serbia is a Business Consulting company based in Beograd, Serbia. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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RISTER Sàrl - Fiduciaire à Genève, a Business Consulting company, was launched in 2015. The agency provides Business Consulting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosed10 - 49
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Magnus Credit Pte Ltd is a Commercial Financing company. Their small team is located in Singapore, Singapore. Their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999
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Vyssor is an Accounting company. They were founded in 2000, and their services include Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
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Launched in 2010, Elite Investment & Credit Pte Ltd is a Commercial Financing company. Their team offers Commercial Financing and Funding & Investment.
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$1,000+< $25 / hr10 - 49Westminster, MD
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M-Life Insurance is an Insurance Services & Brokers company. Based in Westminster, Maryland, the company specializes in Insurance Services & Brokers and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Insure Guardian is an Insurance Services & Brokers company. The firm is located in Clearwater, Florida. Their team offers Insurance Services & Brokers and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Brooklyn, NY
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Finaloop is a Brooklyn, New York-based Accounting and Fractional CFO Services company. The team focuses on Accounting and Fractional CFO Services.
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$1,000+$50 - $99 / hr250 - 999
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Financial Chain Corporation (FCHAIN), an Accounting company, is in Prague , Czech Republic and Baku, Azerbaijan. They provide Accounting and Business Consulting and were founded in 2002.
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UndisclosedUndisclosed10 - 49Ilford, England
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SKZ Chartered Certified Accountants is an Accounting company. The team specializes in Accounting and Financial Advising & Planning, and the firm is located in Ilford, England.
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$1,000+$50 - $99 / hr2 - 9
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Insurance Services & Brokers company Insurance Hero is headquartered in London, England. The team focuses on Insurance Services & Brokers.
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$10,000+$100 - $149 / hr50 - 249
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Atop Computer Solution is a CRM consulting and SI company. The agency is located in Dubai, United Arab Emirates. Their team specializes in CRM consulting and SI and IT managed services.
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$1,000+$100 - $149 / hr2 - 9Melbourne, Australia
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SW Accountants & Advisors is a Finance & Accounting Outsourcing (FAO) company. Founded in 2010, their team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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Burkland is an Accounting company. Their team is based in San Francisco, California. The firm specializes in Accounting and Fractional CFO Services.
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UndisclosedUndisclosed2 - 9
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Insurance Professionals of Arizona, a small Insurance Services & Brokers company, is in Mesa, Arizona. The team focuses on Insurance Services & Brokers.
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$1,000+< $25 / hr10 - 49Denton, TX
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Founded in 2016, StubCreator is an Accounting company. Headquartered in Denton, Texas, the team offers Accounting.
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$1,000+$100 - $149 / hr2 - 9Minneapolis, MN
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VantageVue is a Fractional CFO Services company. They provide Fractional CFO Services and Finance & Accounting Outsourcing (FAO) and were launched in 2007.
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UndisclosedUndisclosed2 - 9
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Accounting company Comptabilité Padgett Lakeshore - Accounting Services is based in Kirkland, Canada. They offer Accounting and were established in 2020.
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$1,000+Undisclosed250 - 999Cambridge, England
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Accounting company PEM was founded in 1927. The team provides Accounting and Finance & Accounting Outsourcing (FAO) and is headquartered in Cambridge, England.
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$10,000+$150 - $199 / hr10 - 49West Palm Beach, FL
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Mina Mar Group, a Financial Advising & Planning company, was launched in 2006. The small team specializes in Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9North Las Vegas, NV
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Tax Samaritan, an Accounting company, was launched in 2013. The small team provides Accounting and Business Consulting.
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$1,000+< $25 / hr50 - 249
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Established in 2014, Rouge Hexagone is a Back Office Outsourcing company. The agency offers Back Office Outsourcing and Accounting, and is midsize.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
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Ekassa is a Financial Advising & Planning and Funding & Investment company. In Warszawa, Poland, their team provides Financial Advising & Planning and Funding & Investment.
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$1,000+$150 - $199 / hr50 - 249
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Startup Movers Private Limited is a midsize Finance & Accounting Outsourcing (FAO) company based in Noida, India. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+< $25 / hr10 - 49
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Located in Southbank, Australia and Colombo, Sri Lanka, Webco Talent is a small IT staff augmentation company. Their services include IT staff augmentation and Staffing.
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$50,000+Undisclosed2 - 9
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First Choice Business Brokers Idaho, a Business Valuation Services company, is based in Meridian, Idaho. They focus on Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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James Todd & Co Limited is an Accounting company. They were launched in 2010 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9
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Accounting company Experlu focuses on Accounting and Finance & Accounting Outsourcing (FAO). They were established in 2019.
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$25,000+Undisclosed10 - 49
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Located in Brooklyn, New York, RefundsManager Inc is an Accounting company. Founded in 2013, the team specializes in Accounting and Ecommerce Marketing.
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$10,000+Undisclosed2 - 9Malahide, Ireland
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Logistics & Supply Chain Consulting company Quipas Ltd. Is located in Malahide, Ireland. They offer Logistics & Supply Chain Consulting and Marketing Strategy.
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$5,000+Undisclosed50 - 249London, England
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Financial Advising & Planning company Falconfx Worldwide Limited is located in London, England. They offer Financial Advising & Planning and Commercial Financing.
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$1,000+$50 - $99 / hr2 - 9Jacksonville, FL
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See all 1 projectsCentaur Digital Accounting provides comprehensive accounting services, including Tax Preparation, Bookkeeping, and ensuring tax compliance. Clients commend the company for its excellent communication, timely delivery, and practical suggestions. Their services are considered to offer good value and are highly rated, demonstrating a strong capability in managing business and personal financial needs efficiently.
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$1,000+< $25 / hr50 - 249Kampala, Uganda
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See all 1 projectsAppNomu Business Services provides a range of financial services including bookkeeping, financial analysis, and support with financial transactions. Client reviews on Clutch.co highlight their efficient project management, timely delivery of services, and impressive customer care, making them a suitable choice for accounting needs.
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UndisclosedUndisclosed2 - 9Toledo, Brazil
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Dumont Contabilidade is a Finance & Accounting Outsourcing (FAO) and Accounting company in Toledo, Brazil. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$10,000+$50 - $99 / hr2 - 9
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In Halifax, Canada, Bejeweled Bookkeeping Services is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49
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Telephone answering service VIVA Virtual Assistants is in Houston, Texas. They specialize in Call Center Services and Insurance Services & Brokers and were founded in 2020.
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$1,000+$50 - $99 / hr2 - 9Newtown, Australia
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Mackenzie Group - Bookkeeping Services is an Accounting company. Headquartered in Newtown, Australia, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Columbus, OH
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USA TAX AND ACCOUNTING SERVICES is a Columbus, Ohio-based Finance & Accounting Outsourcing (FAO) and Accounting company. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$25 - $49 / hr2 - 9Battle, England
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Launched in 2023, Martlet Studio, a small branding agency, is located in Battle, England. Their team offers Branding and Search Engine Optimization.
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$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
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Hiphen Consulting, a Business Consulting company, is headquartered in Dubai, United Arab Emirates and Bengaluru, India. They offer Business Consulting and Accounting and were established in 2021.
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$1,000+$150 - $199 / hr2 - 9
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Professional Insurance Experts, LLC, an Insurance Services & Brokers company, is in Frisco, Texas. They offer Insurance Services & Brokers and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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See all 1 projectsWith offices nationwide, Swanson Reed manages all facets of the R&D tax incentive program, including: -R&D tax incentive eligibility assessments -R&D tax incentive claim preparation
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$1,000+< $25 / hr2 - 9
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See all 1 projectsAccountance helps ambitious companies gain financial control, stay compliant, and scale with confidence. Acting as an outsourced finance department or an extension of in-house teams, they deliver
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UndisclosedUndisclosed2 - 9Montréal, Canada
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See all 2 projectsT2inc.ca provides comprehensive accounting services, including tax preparation, bookkeeping, and accounting audits. The reviews highlight their fast service delivery, fair pricing, and effective online communications. Clients appreciate their affordability, rapid response, and overall ease of working with the team.
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Undisclosed< $25 / hr250 - 999
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See all 1 projectsAccounting To Taxes offers bookkeeping, tax preparation, and financial reporting services. Reviews highlight their timely delivery, accuracy, and seamless communication, particularly emphasizing their efficiency during tax season and error-free reporting. Clients, including CPAs, commend their professional handling of accounting back-office tasks, attributing improvements in process management and overall efficiency to their services.
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UndisclosedUndisclosed250 - 999
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See all 1 projectsPayrollServe delivers comprehensive solutions to streamline operations and ensure compliance. As a business service line of RSM Stone Forest, PayrollServe is part of a trusted firm dedicated to
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Undisclosed$100 - $149 / hr50 - 249Tampa, FL
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Cornerstone Consulting is a Tampa, Florida-based CRM consulting and SI company. They specialize in CRM consulting and SI and ERP consulting and SI.
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Undisclosed$100 - $149 / hr10 - 49Fargo, ND
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DFC Consultants is an ERP consulting and SI company based in Fargo, North Dakota and Bismarck, North Dakota. They provide ERP consulting and SI and Custom Software Development.
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$1,000+$150 - $199 / hr10 - 49New York, NY
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Based in New York, New York, 212 Tax & Accounting is a small Accounting company. Their services include Accounting.
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$1,000+$50 - $99 / hr10 - 49New York, NY
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GreenSlate is a New York, New York-based Accounting company. The team specializes in Accounting.
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Get My QuotesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
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$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
34.6/40.020/20 Reviews8.7/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
34.1/40.016.8/20 Reviews10/10 Clients & Experience7.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
33.4/40.018.2/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
32.8/40.017.6/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
32.4/40.017/20 Reviews9.6/10 Clients & Experience5.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
31.5/40.017.6/20 Reviews8.8/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
31.3/40.015.6/20 Reviews10/10 Clients & Experience5.7/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.1/40.017/20 Reviews9.8/10 Clients & Experience4.4/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
30.9/40.017.6/20 Reviews8.8/10 Clients & Experience4.5/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
30.8/40.016.6/20 Reviews10/10 Clients & Experience4.2/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
30.8/40.018/20 Reviews8.6/10 Clients & Experience4.2/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
30.6/40.017.2/20 Reviews8.7/10 Clients & Experience4.7/10 Market PresenceService focus
40% Accounting60% Other -
$25,000+Undisclosed250 - 999Sydney, Australia
Ability to deliver
30.2/40.016.4/20 Reviews9.3/10 Clients & Experience4.5/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
30.1/40.016.2/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
30/40.016.2/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
29.7/40.015.6/20 Reviews10/10 Clients & Experience4.1/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
29.6/40.016.2/20 Reviews9.5/10 Clients & Experience3.9/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
29.5/40.016.2/20 Reviews9.3/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
29.5/40.016/20 Reviews9/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
29.4/40.016.4/20 Reviews8.9/10 Clients & Experience4.1/10 Market PresenceService focus
60% Accounting40% Other -
$5,000+$50 - $99 / hr10 - 49
Ability to deliver
29.3/40.016.4/20 Reviews9.5/10 Clients & Experience3.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
29.3/40.016.2/20 Reviews8.6/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
29.2/40.016.6/20 Reviews8.1/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
29/40.016.4/20 Reviews9.2/10 Clients & Experience3.4/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
28.9/40.017.8/20 Reviews6.9/10 Clients & Experience4.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
28.9/40.016.4/20 Reviews8/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
28.9/40.016.2/20 Reviews7.7/10 Clients & Experience5/10 Market PresenceService focus
100% Accounting -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
28.8/40.016.2/20 Reviews8.3/10 Clients & Experience4.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9
Ability to deliver
28.7/40.016.4/20 Reviews9.3/10 Clients & Experience3/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
28.7/40.016.2/20 Reviews8.4/10 Clients & Experience4.1/10 Market PresenceService focus
35% Accounting65% 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.