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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UndisclosedUndisclosed10 - 49Melbourne, FL
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Accounting company CPA Business Advisors offers Accounting. They are located in Melbourne, Florida.
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UndisclosedUndisclosed2 - 9West Hartford, CT
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Accounting company Barlow C.P.A. & Co. P.C. Is based in West Hartford, Connecticut. They offer Accounting and were launched in 2008.
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UndisclosedUndisclosed10 - 49Melbourne, FL
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Books N Billing is a small Accounting company launched in 2012. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, FL
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Based in Melbourne, Florida, BookSmarts is an Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fremont, CA
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KENNETH WONG CPA, INC., a small Accounting company, is based in Fremont, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Based in Chattanooga, Tennessee, Honey CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newark, CA
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Launched in 2016, C.L. Tax & Accounting Service Inc is a small Newark, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Frost Company is an Accounting company founded in 1987. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Tiranë, Albania
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IMB is an Accounting company in Tiranë, Albania. The team provides Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Based in Chattanooga, Tennessee, WCA - Wilkins, Crews & Associates is an Accounting and Business Consulting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Thomas Taylor CPA, a small Accounting company, is in Chattanooga, Tennessee. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Palatine, IL
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Based in Palatine, Illinois, Kini Tax & Accounting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Palatine, IL
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In Palatine, Illinois, LNP Consultants LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Johnson, Murphey & Wright, PC is an Accounting company. Their team is headquartered in Chattanooga, Tennessee and specializes in Accounting.
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UndisclosedUndisclosed10 - 49Tirana, Albania
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MB Consulting, an Accounting company, was established in 2012. The small team specializes in Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Palatine, IL
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Paquette & Company is an Accounting company established in 1979. The small team specializes in Accounting.
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UndisclosedUndisclosed1,000 - 9,999Tirana, Albania
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TPA Gourp is a Tirana, Albania-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Tirana, Albania
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AS|AS is an Accounting company. Their small team is headquartered in Tirana, Albania. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Based in Chattanooga, Tennessee, Schultz and Associates is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tirana, Albania
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ILD 99 Audit is an Accounting company established in 2003. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Tiranë, Albania
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ZLA Consulting is a Tiranë, Albania-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plover, WI
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Established in 1988, Klismith Accounting and Tax Group is a small Plover, Wisconsin-based Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Tirana, Albania
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LLF Legal and Tax is an Accounting company. The agency is in Tirana, Albania. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tiranë, Albania
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G&A Consulting Shpk is an Accounting company. The Tiranë, Albania-based company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newark, CA
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Aeon CPA is a small Accounting company headquartered in Newark, California. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Palatine, IL
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Gregory W. Swanson, Ltd. Is an Accounting company. They are based in Palatine, Illinois and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Newark, CA
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Based in Newark, California, Pioneer Tax & Accounting Services Inc. Is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Palatine, IL
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Dix & Associates, CPA, an Accounting company, was founded in 1980. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Palatine, IL
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Launched in 2006, Mega-Pol Taxes & Accounting Inc is a small Palatine, Illinois-based Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Fremont, CA
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Lee-Conwright & Hartley, LLP is an Accounting company. They provide Accounting and Business Consulting and were launched in 1997. The agency is based in Fremont, California.
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UndisclosedUndisclosed10 - 49Palatine, IL
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The Dowell Group is an Accounting company founded in 1992. Based in Palatine, Illinois, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Palatine, IL
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Small Accounting company Detterbeck Johnson & Monsen, is based in Palatine, Illinois. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Palatine, IL
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MPO & Co., PC is a small Accounting company headquartered in Palatine, Illinois. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Bakersfield, CA
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Greenleaf HR is an Accounting and HR Consulting company. They focus on Accounting and HR Consulting and were established in 2018.
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UndisclosedUndisclosed2 - 9Fremont, CA
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Small Accounting company Shelly Dhir CPA, is headquartered in Fremont, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Addison, TX
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PK Cannabis is a small Accounting company launched in 1998. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Austell, GA
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Bestway Tax & Accounting Service is an Accounting company. They are in Austell, Georgia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sandy Springs, GA
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Martin & Co., CPA is a small Accounting company in Sandy Springs, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fremont, CA
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Van Sloten & Laranang CPAs, PC is an Accounting company. They are based in Fremont, California and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fremont, CA
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Juliana H. Wong, CPA is an Accounting company. The Fremont, California-based team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Accounting company Hoang Le Tax & Financial Services was established in 2008. The agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lyon, France
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APRZ is an Accounting company. They are in Lyon, France and have small team. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Schaumburg, IL
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Paragon International, a midsize Accounting company, is in Schaumburg, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Livermore, CA
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Small Accounting company Friedman and Perry, CPAs, is in Livermore, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lyon, France
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Orial, a small Accounting company, is based in Lyon, France. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Des Plaines, IL
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GRIECO & ADELMAN LLC is a small Accounting company in Des Plaines, Illinois. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Headquartered in Atlanta, Georgia, DC Tax Group is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kildeer, IL
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GLM Financial Group, a small Accounting company, is located in Kildeer, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Peachtree Corners, GA
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Beacon 1040, an Accounting company, provides Accounting and Business Consulting. The firm is in Peachtree Corners, Georgia.
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UndisclosedUndisclosed10 - 49Northbrook, IL
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Accounteque Services, Inc is an Accounting company. They are in Northbrook, Illinois and have small team. Their services include 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.