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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$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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UndisclosedUndisclosed10 - 49London, England
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123Financials, an Accounting company, is located in London, England. Established in 2017, the team provides Accounting and Business Consulting.
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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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$1,000+$50 - $99 / hr10 - 49Barcelona, Spain
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Lexidy Law Boutique is an Accounting company in Barcelona, Spain and Madrid, Spain. They focus on Accounting and Corporate Law.
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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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$1,000+$50 - $99 / hr250 - 999São Paulo, Brazil
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Accounting company Solutta focuses on Accounting and Finance & Accounting Outsourcing (FAO). They were launched in 2008.
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UndisclosedUndisclosed2 - 9Ventura, CA
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Ten Key Accounting Solutions, LLC, an Accounting company, was launched in 2018. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Prague, Czech Republic
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Www.BALANS.CZ s.r.o. Is an Accounting company. Their team is located in Prague, Czech Republic and offers Accounting.
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$1,000+Undisclosed2 - 9Manchester, England
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Payroll Heaven is a Finance & Accounting Outsourcing (FAO) and Accounting company. Based in Manchester, England, their team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Surrey, Canada
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Freedom Capital, a Commercial Financing company, was established in 2016. The small team offers Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999Sacramento, CA
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Straine is a Business Consulting company founded in 1988. In Sacramento, California, the team focuses on Business Consulting and Financial Advising & Planning.
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$1,000+$200 - $300 / hr10 - 49Brisbane City, Australia
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Launched in 2007, SBO Financial is an Accounting company. The small team specializes in Accounting.
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$5,000+$50 - $99 / hr50 - 249Karachi, Pakistan
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Business Consulting company Karachi-Fumigation provides Business Consulting and Financial Advising & Planning. They were founded in 2010.
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UndisclosedUndisclosed2 - 9Perth, Australia
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Launched in 2016, Tax Return Perth is an Accounting company. The team focuses on Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Huntley, IL
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U-Nique Accounting is an Accounting company. Established in 2021, their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$150 - $199 / hr10 - 49Chicago, IL
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Founder's CPA is a Finance & Accounting Outsourcing (FAO) and Accounting company in Chicago, Illinois. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Rainford, England
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Rigby Financial is an Insurance Services & Brokers company launched in 1980. Located in Rainford, England, the team focuses on Insurance Services & Brokers and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Hicksville, NY
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CPA Clinics is a Business Consulting company. The Hicksville, New York-based firm was founded in 2017. Their team specializes in Business Consulting and Accounting.
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$1,000+Undisclosed10 - 49
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Okbima is an Insurance Services & Brokers company. The Noida, India-based firm specializes in Insurance Services & Brokers.
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$1,000+< $25 / hr50 - 249Houston, TX
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Capital Concepts is a Commercial Brokerage Services company. In Houston, Texas and Irving, Texas, their team offers Commercial Brokerage Services and Commercial Financing.
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$1,000+$150 - $199 / hr10 - 49Tallinn, Estonia
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Private Financial Services OÜ is a Business Consulting company founded in 1998. The small team provides Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Bridgend, Wales
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Harries Watkins Jones is an Accounting company. Their team is headquartered in Bridgend, Wales and Pontypridd, Wales. The firm provides Accounting and Business Consulting.
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Undisclosed$25 - $49 / hr10 - 49Seafield, Scotland
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Fitwise Management Ltd, a small Event Marketing company, is headquartered in Seafield, Scotland. The team offers Event Marketing and Business Consulting.
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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.