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
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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$1,000+$100 - $149 / hr10 - 49Waltham, MA
Services provided
Small Accounting company Katz, Nannis + Solomon, is in Waltham, Massachusetts. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Brookline, MA
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Abrams Little-Gill Loberfeld is an Accounting company. The team specializes in Accounting and is located in Brookline, Massachusetts.
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$1,000+$100 - $149 / hr10 - 49Pasadena, CA
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Lucas, Horsfall, Murphy & Pindroh, a small Accounting company, is in Pasadena, California. Their services include Accounting.
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$1,000+$100 - $149 / hr50 - 249San Francisco, CA
Services provided
Located in San Francisco, California and San Jose, California, Hood & Strong is an Accounting company. The team provides Accounting.
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$1,000+$100 - $149 / hr50 - 249San Francisco, CA
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Shea Labagh Dobberstein is a midsize San Francisco, California-based Accounting company. Their services include Accounting.
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$5,000+$25 - $49 / hr10 - 49
Services provided
Sara Technologies is a mobile application development firm. The firm is headquartered in San Diego, California and Oakland, California. Their team provides Mobile App Development and Web
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$1,000+< $25 / hr250 - 999New York, NY
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Eclaro, a Back Office Outsourcing company, offer Back Office Outsourcing and Accounting. They were established in 1999.
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$1,000+$25 - $49 / hr50 - 249
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KDCI Outsourcing, an Accounting company, provide Accounting and Back Office Outsourcing. They were founded in 2011.
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$5,000+$100 - $149 / hr10 - 49Atlanta, GA
Services provided
HR Consulting company Human Resource Dimensions was established in 1991. Headquartered in Atlanta, Georgia, the team provides HR Consulting and Accounting.
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$1,000+$100 - $149 / hr10 - 49Budapest, Hungary
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MGI-BPO is an Accounting company. Founded in 2001, the company provides Accounting and HR Outsourcing.
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$1,000+$25 - $49 / hr2 - 9Gurugram, India
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Phone answering service Navigant Technologies Pvt. Ltd. Is in Gurugram, India. Launched in 2003, the team focuses on Call Center Services and Accounting.
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$5,000+$50 - $99 / hr50 - 249Los Angeles, CA
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MMC HR, a midsize HR Consulting company, is based in Los Angeles, California. The team specializes in HR Consulting and Accounting.
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$5,000+$100 - $149 / hr50 - 249Los Angeles, CA
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8020 Consulting is an Accounting company. The Los Angeles, California-based agency offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Houston, TX
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Clayton Services, a Staffing company, was launched in 1984. The team provides Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Orlando, FL
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Thaney & Associates CPAs, P.C. Is a small Orlando, Florida-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249San Antonio, TX
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Based in San Antonio, Texas and Boerne, Texas, ADKF is an Accounting company. They provide Accounting and Business Consulting and were launched in 1991.
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$1,000+Undisclosed50 - 249Auckland, New Zealand
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Haven - Accountants, Financial Advisers is a midsize Auckland, New Zealand-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Columbus, OH
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Established in 2007, Reliable Staffing Resources is a large Staffing company based in Columbus, Ohio. Their team provides Staffing and Recruiting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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SD Mayer & Associates LLP is a small Accounting company founded in 2012. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Clark Freeport Zone Clark Field, Philippines
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Profitmaster BPO, Inc. Is a Clark Freeport Zone Clark Field, Philippines-based HR Consulting company. They focus on HR Consulting and Accounting.
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$1,000+Undisclosed2 - 9دبي, United Arab Emirates
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Elegant Services is a Business Consulting company. Launched in 2009, the company is in دبي, United Arab Emirates. Their services include Business Consulting and Translation.
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UndisclosedUndisclosed1,000 - 9,999Chennai, India
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Lapiz Digital Services is a Commercial Property Management company. The team is located in Chennai, India, and their services include Commercial Property Management and Accounting.
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$1,000+$25 - $49 / hrFreelancerRīga, Latvia
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AB ways is a small Rīga, Latvia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Sahibzada Ajit Singh Nagar, India
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XEAM Ventures Pvt Ltd is a midsize Accounting company. Launched in 2004, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed1,000 - 9,999Greater Noida, India
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Accounting company AcoBloom International is located in Greater Noida, India and Delhi, India. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Lindon, UT
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Helpside is a midsize Business Consulting company launched in 1990. Their services include Business Consulting and HR Consulting.
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UndisclosedUndisclosed50 - 249West Des Moines, IA
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McGowen, Hurst, Clark & Smith, P.C. Is an Accounting company. Established in 1946, the agency is based in West Des Moines, Iowa. Their services include Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Singapore, Singapore
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Accounting and Business Consulting company Corporate Services Singapore was established in 2010. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Amstelveen, Netherlands
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Ikajo, an Accounting company, was established in 2003. Based in Amstelveen, Netherlands and Des Voeux Road Central, Hong Kong, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Irvine, CA
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KTimeHR is an Accounting company. The Irvine, California-based agency provides Accounting and HR Consulting.
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UndisclosedUndisclosed50 - 249Newtown, Australia
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Davidsons is a midsize Newtown, Australia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Richmond, Australia
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Wilson Pateras is a midsize Richmond, Australia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Abbotsford, Australia
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Midsize Accounting company Kearney Group, is in Abbotsford, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Launched in 1979, MJH Accountancy Limited is an Accounting company. The team focuses on Accounting and Business Consulting.
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$100,000+$150 - $199 / hr50 - 249
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Initor Global is a midsize Accounting company. Established in 2006, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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In Wilmington, Delaware, Wheeler Wolfenden and Dwares, CPAs is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Montgomery, AL
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Jackson Thornton, an Accounting company, is in Montgomery, Alabama and Opelika, Alabama. The team offers Accounting and IT managed services.
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UndisclosedUndisclosed50 - 249Metairie, LA
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LaPorte CPAs & Business Advisors is a midsize Accounting company launched in 1946. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chippendale, Australia
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Australia Wide Tax Solutions is an Accounting company. Established in 2009, the firm provides Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Small Accounting company City Tax Accountants, is located in Sydney, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kensington, Australia
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Reliable Bookkeeping Services is a Kensington, Australia-based Accounting company. They specialize in Accounting and were launched in 2012.
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UndisclosedUndisclosed10 - 49Plantation, FL
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Fiske & Company, an Accounting company, was launched in 1972. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancer
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Bette Hochberger, CPA, CGMA is a small Accounting company in Fort Lauderdale, Florida. The team provides Accounting.
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$1,000+$200 - $300 / hr2 - 9Roseville, CA
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Cook CPA Group is an Accounting company. The Roseville, California-based firm was established in 2006. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249دبي, United Arab Emirates
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Accounting company UBL Auditing company in Dubai was founded in 2016. The firm focuses on Accounting, and is midsize.
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UndisclosedUndisclosed2 - 9New York, NY
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Mark S. Gottlieb, CPA PC is an Accounting company headquartered in New York, New York. They focus on Accounting and were founded in 1989.
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UndisclosedUndisclosed2 - 9Troy, MI
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Accounting company Franskoviak Tax Solutions was established in 1996. The team specializes in Accounting and Business Consulting and is based in Troy, Michigan.
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$1,000+$25 - $49 / hr50 - 249Pittsburgh, PA
Services provided
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
Services provided
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
Services provided
Small Accounting company LedgersOnline Inc, is headquartered in North Vancouver, Canada. Their services include Accounting.
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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.
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We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
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- Market presence
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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.
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List of the Top 15 Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 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 -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
36.3/40.018.2/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
25% Accounting75% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
35.5/40.016.4/20 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+$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 / 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+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.7/40.017.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% 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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
$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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.9/40.016.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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.