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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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Hansell & Associates, LLP is an Accounting company. They are located in Walnut Creek, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Peoria, AZ
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Accounting company CPA-ON-CALL provides Accounting. They were launched in 2001.
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UndisclosedUndisclosed10 - 49Walnut Creek, CA
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Accounting company Ernst Wintter & Associates LLP is based in Walnut Creek, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Peoria, AZ
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Tax & Accounting Geeks, Pllc is an Accounting company. Their small team is based in Peoria, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Peoria, IL
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Small Accounting company Gorenz and Associates, Ltd., is located in Peoria, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Camden, NJ
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BARTRA Group Corporation is a Camden, New Jersey-based Accounting company. They specialize in Accounting and were established in 1989.
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UndisclosedUndisclosed10 - 49Camden, NJ
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Ronald Ford Jr. Inc. Is an Accounting company based in Camden, New Jersey. They specialize in Accounting and were established in 1987.
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UndisclosedUndisclosed2 - 9Camden, NJ
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Accounting company U. C. More Enterprises was launched in 2004. The company focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Oxnard, CA
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Sarita Sharma, CPA is an Accounting company. The agency is located in Oxnard, California. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Oxnard, CA
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Alison Spring Thompson, CPA is an Accounting company. Headquartered in Oxnard, California, the team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Dante Tax Service is an Accounting company. They specialize in Accounting and are in.
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UndisclosedUndisclosed2 - 9Plantation, FL
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Caldwell & Company Accounting is an Accounting company. They are located in Plantation, Florida and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Oxnard, CA
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A B Tax Service - John Bazaldua E.A. Is an Accounting company. The team offers Accounting, and the agency is based in Oxnard, California.
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UndisclosedUndisclosed50 - 249Ħal Luqa, Malta
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Shireburn Software Ltd is an Accounting company. The Ħal Luqa, Malta-based firm provides Accounting and E-Commerce Development.
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UndisclosedUndisclosed2 - 9Danbury, CT
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Mitchel Seidman, CPA is a small Accounting company based in Danbury, Connecticut. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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DaPonte & Company, P.C. Is an Accounting company. Their small team is in Danbury, Connecticut. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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Howard D. Burtis, CPA is an Accounting company. They offer Accounting and are based in Danbury, Connecticut.
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UndisclosedUndisclosed2 - 9Danbury, CT
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Carbone & Company, LLC is an Accounting company located in Danbury, Connecticut. Launched in 1985, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Oxnard, CA
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Headquartered in Oxnard, California, ASB TAX & ACCOUNTING is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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Launched in 2000, TASC Accounting Company, LLC., a small Accounting company, is based in Danbury, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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John A. Barbosa, Jr., CPA, MBA is a small Accounting company founded in 1997. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Plantation, FL
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Santini & Company CPAs is an Accounting company. Their small team is based in Plantation, Florida. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Danbury, CT
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Benay Enterprises, Inc. Is an Accounting company located in Danbury, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Plantation, FL
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Friedman CPA Group, a small Accounting company, is in Plantation, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Plantation, FL
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Timothy J. Fadgen, CPA, a small Accounting company, is headquartered in Plantation, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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RS Goldman Accounting, a small Accounting company, is headquartered in Danbury, Connecticut. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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Studley, White and Assoc. P.C. Is an Accounting company. Headquartered in Danbury, Connecticut, their small team focuses on Accounting. The agency was launched in 1977.
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UndisclosedUndisclosed2 - 9South Perth, Australia
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Porter & Stein is a small South Perth, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Greenwood, Australia
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Rodway & Associates is a small Accounting company located in Greenwood, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Danbury, CT
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Mittler, Mercaldo & Braun, P.C. Is an Accounting company. Based in Danbury, Connecticut, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Rockingham, Australia
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HBG TAX is an Accounting company. The team is in Rockingham, Australia, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Accounting company Johnson, Hankins, MacDonald, Kimball & Co. Specializes in Accounting and Business Consulting. They are based in Walnut Creek, California.
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UndisclosedUndisclosed2 - 9Parramatta, Australia
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KS Black & Co is an Accounting company. Their small team is based in Parramatta, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Missoula, MT
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Banna Financial Advisors, an Accounting company, focuses on Accounting and Business Consulting. The company is based in Missoula, Montana.
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UndisclosedUndisclosed2 - 9Kalispell, MT
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Stahlberg, Taylor & Associates, PC is an Accounting company. They are based in Kalispell, Montana and have small team. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Great Falls, MT
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Bloomgren Rivera & Co, PLLC is a small Accounting company located in Great Falls, Montana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lolo, MT
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Doyle & Associates, P.C. Is an Accounting company. Their small team is located in Lolo, Montana. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Creston, MT
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Eclipse Tax & Accounting, Inc. Is an Accounting company. Their small team is headquartered in Creston, Montana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Great Falls, MT
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Swensen & Company is an Accounting company. They are located in Great Falls, Montana and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Walnut Creek, CA
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Small Accounting company Max M Ranjbar CPA, is headquartered in Walnut Creek, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Kalispell, MT
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Located in Kalispell, Montana, Alpine Tax & Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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BSA Partnership, an Accounting company, was founded in 1997. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Don H Wayne EA Tax Services & Business Consulting Inc. Is an Accounting company founded in 1998. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Leederville, Australia
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Small Accounting company Prosperity Accountants , is located in Leederville, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Stegner & Associates CPAS P.C. Is a Walnut Creek, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Bend, WI
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Located in West Bend, Wisconsin, C&C Business Managment LLC is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ventura, CA
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Miles Bookkeeping Accounting Tax Services is a small Ventura, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Onalaska, WI
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Accounting company CSAW Associates, LLC was founded in 2010. In Onalaska, Wisconsin, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Warwick, RI
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Small Accounting company PPA, LLP, is in Warwick, Rhode Island. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Warwick, RI
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DiSanto, Priest & Co., a midsize Accounting company, is located in Warwick, Rhode Island. Their services include Accounting and HR Consulting.
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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.