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 - 9Irvine, CA
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Launched in 2009, Yi & Co. CPA is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fgura, Malta
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Founded in 2007, SG Malta is a small Fgura, Malta-based Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Birkirkara, Malta
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Fact Group, an Accounting company, was launched in 1998. The company provides Accounting and HR Consulting, and is small.
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UndisclosedUndisclosed2 - 9Warwick, RI
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Launched in 2012, Gessman and Company, Inc. Is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Springvale, Australia
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Huy Tran Accounting is a small Accounting company. They specialize in Accounting and were launched in 2008.
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UndisclosedUndisclosed50 - 249San Gwann, Malta
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Nexia BT is an Accounting company. The firm is located in San Gwann, Malta. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Costa Mesa, CA
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Weyer, Crellin & Custer is an Accounting company. Launched in 1976, their team provides Accounting.
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UndisclosedUndisclosed50 - 249Birkirkara, Malta
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Grant Thornton Malta, an Accounting company, is headquartered in Birkirkara, Malta. The team specializes in Accounting and Blockchain.
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UndisclosedUndisclosed2 - 9Warwick, RI
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Muto, Vollucci & Co., Ltd. Is a Warwick, Rhode Island-based Accounting company. Launched in 1989, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Maleny, Australia
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Trilogy Tax is an Accounting company. They are in Maleny, Australia, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Ħal Balzan, Malta
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TACS Malta, a small Accounting company, is headquartered in Ħal Balzan, Malta. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Birkirkara, Malta
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Accounting Services Ltd, a small Accounting company, is in Birkirkara, Malta. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bozeman, MT
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In Bozeman, Montana, Bozeman Bookkeeping & Payroll Services is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Broadus, MT
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Patten Bookkeeping & Consulting is an Accounting company. The agency is located in Broadus, Montana. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Birkirkara, Malta
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CCPS Malta, an Accounting company, is based in Birkirkara, Malta. They specialize in Accounting and were launched in 1991.
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UndisclosedUndisclosed2 - 9Columbus, MT
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Pulse Accounting Services Inc is a small Accounting company based in Columbus, Montana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Costa Mesa, CA
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Accounting company Khan & Associates CPA is based in Costa Mesa, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Liverpool, Australia
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Alpha Liberty Accounting is a small Liverpool, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kalispell, MT
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The CFO Agency is a small Kalispell, Montana-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Is-Swieqi, Malta
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Accounting company NM Group was launched in 1992. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Naxxar, Malta
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Busuttil Professional Services is a small Naxxar, Malta-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Belgrade, MT
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406 Accounting, LLC is an Accounting company. Launched in 2014, the company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Livingston, MT
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Yellowstone Bookkeeping LLC is an Accounting company. They are located in Livingston, Montana and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toms River, NJ
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In Toms River, New Jersey, Frank F. Monetti CPA, Inc. Is an Accounting company. They provide Accounting and were launched in 2005.
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UndisclosedUndisclosed10 - 49Jolimont, Australia
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Newcombe Clifton Atkins is an Accounting company. The Jolimont, Australia-based firm provides Accounting.
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UndisclosedUndisclosed2 - 9Whitefish, MT
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Small Accounting company Elevated Accounting, is based in Whitefish, Montana. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Missoula, MT
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Beartown Bookkeeping and Tax, LLC is an Accounting company in Missoula, Montana. They offer Accounting and Business Consulting and were launched in 2015.
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UndisclosedUndisclosed2 - 9Warwick, RI
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Accounting company Caster CPAs Inc. Is in Warwick, Rhode Island. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Belgrade, MT
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Accounting Experts, LLC is an Accounting company. Their small team is based in Belgrade, Montana and offers Accounting and Business Consulting. The agency was launched in 2016.
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UndisclosedUndisclosed2 - 9Missoula, MT
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Based in Missoula, Montana, Pulley & Muzzana CPAs, PC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jolimont, Australia
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Blackwood Partners is a small Jolimont, Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Warwick, RI
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Accounting company Dutra and Associates LLC was launched in 2005. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Waterbury, CT
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Headquartered in Waterbury, Connecticut, Axis CPA Group is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Bend, IN
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COTAXA LLC is a small Accounting company in South Bend, Indiana. Their services include Accounting.
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UndisclosedUndisclosed2 - 9South Bend, IN
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Christine A Lauber CPA is an Accounting and Business Consulting company. They offer Accounting and Business Consulting and are headquartered in South Bend, Indiana.
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UndisclosedUndisclosed2 - 9Waterbury, CT
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Headquartered in Waterbury, Connecticut, Rekaby and Associates is an Accounting company. Established in 1995, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waterbury, CT
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Emelia Mensa CPA, an Accounting company, was founded in 1995. They focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wilmington, NC
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Williford Houston & Co., CPAs, PLLC. Is an Accounting company launched in 1984. In Wilmington, North Carolina and Fayetteville, North Carolina, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Wheeling, IL
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TimeCurve Software, a small Accounting and Cybersecurity company, is based in Wheeling, Illinois. The team offers Accounting and Cybersecurity.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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PayMetrix HR, Inc. Is an Accounting and HR Consulting company. They are located in Alpharetta, Georgia. Their team offers Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Powder Springs, GA
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PeopleFirst Enterprises, Inc. Is an Accounting company launched in 2010. Located in Powder Springs, Georgia, the team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Fayetteville, NC
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Based in Fayetteville, North Carolina and Calabash, North Carolina, William Temple Allen, CPA, PA is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, NC
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Buie, Norman & Company, P.A. Is an Accounting company launched in 1974. Based in Fayetteville, North Carolina, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Como, Australia
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Preston Corporate Accounting is a Como, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Como, Australia
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Willis Accounting is an Accounting company. Their small team is located in Como, Australia. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Nedlands, Australia
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Established in 1976, Owenell Partners is an Accounting company. The company specializes in Accounting.
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UndisclosedUndisclosed10 - 49Federal Way, WA
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Brantley Janson Yost & Ellison, a small Accounting company, is in Federal Way, Washington. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Federal Way, WA
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Rhodes & Associates, PLLC is an Accounting company launched in 1978. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
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Accounting company MEHNER CERTIFIED PUBLIC ACCOUNTANTS was launched in 2017. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Federal Way, WA
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Mahrt & Associates, PLLC is an Accounting company. Established in 2000, the company is located in Federal Way, Washington. Their team focuses on Accounting and Business 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.