Top Financial Services Firms
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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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UndisclosedUndisclosed2 - 9
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Paul Marks & Co is an Accounting company. The London, England-based agency was founded in 2002. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed1,000 - 9,999
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Befree UK is a London, England-based Back Office Outsourcing company. Founded in 2006, the team specializes in Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249
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Business Consulting company Balaji Manpower Recruitment Pvt Ltd was launched in 2008. The team focuses on Business Consulting and Accounting and is located in Faridabad, India.
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UndisclosedUndisclosed50 - 249Kedron, Australia
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Founded in 2020, SureInsure Insurance, a midsize Insurance Services & Brokers company, is in Kedron, Australia. Their team provides Insurance Services & Brokers.
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UndisclosedUndisclosed250 - 999Oakbrook Terrace, IL
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Goldstone Financial Group is a Finance & Accounting Outsourcing (FAO) company. Founded in 2008, the firm offers Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
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Launched in 2020, Leibel Insurance Group is a small Insurance Services & Brokers company. Their team focuses on Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9London, England
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Atex Business Solutions, an Accounting company, was founded in 2011. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Accounting company CryptoTaxAudit was launched in 2018. The company focuses on Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49New York, NY
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Bexven is a small Business Valuation Services company based in New York, New York. Their services include Business Valuation Services and Digital Asset Management.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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See all 2 projectsCapella tax consultancy is a Tax Agent by the FTA ( Federal Tax Authority ) in UAE, and one of the leading Tax consultant in UAE. We are specializing in the delivery of world class professional
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Private Wolf is a small Dubai, United Arab Emirates-based Business Consulting and Accounting company. Their services include Business Consulting and Accounting.
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Undisclosed< $25 / hrFreelancerLorain, OH
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See all 1 projectsAsset4You Professional Business Services offers virtual assistant services, specializing in affiliate link setup, site promotion, and updating specials for fashion-related businesses. Reviews highlight the company's ability to meet deadlines, provide thorough information, and effectively manage projects, with particular praise for their dedication and attention to detail, regardless of project size or budget.
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Undisclosed$100 - $149 / hr2 - 9St. George, UT
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Sledge Accounting is a Finance & Accounting Outsourcing (FAO) company established in 2020. The firm offers Finance & Accounting Outsourcing (FAO) and Accounting, and is small.
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UndisclosedUndisclosed10 - 49Cupertino, CA
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LedgerFi is a Cupertino, California-based Finance & Accounting Outsourcing (FAO) company. They offer Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$25 - $49 / hr2 - 9Burlington, Canada
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DCP Accounting is an Accounting company. The team focuses on Accounting and Financial Advising & Planning and is based in Burlington, Canada.
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UndisclosedUndisclosed10 - 49
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Count on us Services is a small Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were established in 2022.
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UndisclosedUndisclosed10 - 49
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Salahkaro is a small Financial Advising & Planning company founded in 2013. Their team focuses on Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Kozhikode, India
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FINPATH BUSINESS CONSULTANCY, an Accounting company, was launched in 2016. They provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Lincoln, England
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Cobble Accountants Limited is a Finance & Accounting Outsourcing (FAO) and Accounting company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were launched in 2023.
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UndisclosedUndisclosed50 - 249Reston, VA
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In Reston, Virginia, Accufin is a Finance & Accounting Outsourcing (FAO) and Accounting company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting and were launched in 2014.
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$1,000+< $25 / hr10 - 49Somerton, Australia
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PeopleSync is a Somerton, Australia-based social media marketing firm. Established in 2023, the team focuses on Social Media Marketing and Search Engine Optimization.
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Undisclosed$50 - $99 / hr10 - 49
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Social media marketing agency CloudCore focuses on Social Media Marketing and Graphic Design. They are in Riyadh, Saudi Arabia.
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$1,000+< $25 / hr10 - 49
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Al-Mawa International(OPC) Private Limited is a social media marketing company established in 2025. Located in Pune, India, the team provides Social Media Marketing and Custom Software Development.
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$1,000+$200 - $300 / hr2 - 9Fort Worth, TX
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Seamless is an Accounting company launched in 2022. The firm offers Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$100 - $149 / hr10 - 49Redding, CA
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J.R. Martin & Associates is an Accounting company. They are in Redding, California. Their team focuses on Accounting.
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$1,000+< $25 / hr10 - 49Ahmedabad, India
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Data Entry Inc. Is a Back Office Outsourcing company founded in 2016. Located in Ahmedabad, India, the team provides Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed50 - 249Gurugram, India
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HR Consulting company MME Payroll India was founded in 1994. The midsize team provides HR Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Blair Athol, Australia
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Finance & Accounting Outsourcing (FAO) company The Kalculators was launched in 2016. The company provides Finance & Accounting Outsourcing (FAO) and Commercial Financing, and is small.
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UndisclosedUndisclosed250 - 999Ghaziabad, India
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Headquartered in Ghaziabad, India and Chennai, India, Aone Outsourcing Solutions is an Accounting company. The team specializes in Accounting.
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$1,000+$50 - $99 / hr50 - 249Mumbai, India
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See all 2 projectsCA Mitesh and Associates offers comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. Their reviews highlight a commitment to deadlines, thoughtful solutions, and excellent communication. Clients appreciate their cost-effective pricing and commend their ability to tailor services to specific needs, with no areas of improvement noted, indicating a high level of satisfaction.
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UndisclosedUndisclosed2 - 9Mesquite, TX
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Commercial Brokerage Services and Financial Advising & Planning company Infinity Realty Group was launched in 2017. The team offers Commercial Brokerage Services and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Chamblee, GA
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Atlantic Consulting Solutions is a Business Consulting company. The firm is in Chamblee, Georgia. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Founded in 2022, Fortius consulting is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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AFS Auditing, an Accounting company, was founded in 2014. The company offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ahmedabad, India
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Keastox Best Stock Broker in Ahmedabad is a Financial Advising & Planning company headquartered in Ahmedabad, India. They offer Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Rayleigh, England
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Golding Accountancy is a Rayleigh, England-based Accounting company. The team focuses on Accounting.
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$1,000+< $25 / hr10 - 49Singapore
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WZWU & Partners is an Accounting company launched in 1990. Their services include Accounting and Business Consulting.
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Undisclosed$25 - $49 / hr2 - 9
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PIMA Bookkeeping, LLC is an Accounting company. Their small team of employees is based in Chennai, India. Their team specializes in Accounting.
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Undisclosed< $25 / hr10 - 49Jaipur, India
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See all 1 projectsR TAPARIA & ASSOCIATES specializes in cloud consulting services, particularly aiding organizations in shifting operations to cloud-based models. Reviews highlight their expertise in managing cloud migrations and secure data access, with clients noting the team's responsive communication and adaptability. Some delays were encountered during data backup, but overall, their past experience and tailored recommendations were highly valued.
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UndisclosedUndisclosed2 - 9
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Accounting company Steuerberater | CPA | Tax Advisor MEHMET KASAP was founded in 2006. The team offers Accounting and Business Consulting and is in Fatih, Türkiye and Istanbul, Türkiye.
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UndisclosedUndisclosed10 - 49Coimbatore, India
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Launched in 2018, Rachith Academy is a small Accounting company. Their team provides Accounting and Financial Advising & Planning.
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Undisclosed$50 - $99 / hr2 - 9Minneapolis, MN
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Headquartered in Minneapolis, Minnesota, Excel Savants LLC is a Financial Advising & Planning company. Founded in 2018, the team focuses on Financial Advising & Planning and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49
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RBC GLOBAL ADVISORS is a Surat, India-based Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9
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Inlis Consulting is a Lisboa, Portugal-based Business Consulting and Financial Advising & Planning company. Founded in 2020, the team offers Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Founded in 2022, Aced Accounting is a small Accounting company. Their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Sandhills Bookkeeping, LLC is a Columbia, South Carolina-based Accounting company. Their services include Accounting.
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Undisclosed$25 - $49 / hr2 - 9
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Based in Union City, New Jersey, Delegate First is a Marketing Strategy company. They provide Marketing Strategy and Accounting.
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$1,000+$25 - $49 / hr2 - 9Nacton, England
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Suzanne Lock Business Services Ltd is an Accounting company. Headquartered in Nacton, England, their team offers Accounting.
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$1,000+$200 - $300 / hr2 - 9München, Germany
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FASP Stephanie Deiters is an Accounting and Tax Law company. The team is in München, Germany, and their services include Accounting and Tax Law.
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UndisclosedUndisclosed10 - 49Greetham, England
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Finance & Accounting Outsourcing (FAO) company barnstone Accountancy is headquartered in Greetham, England. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% 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 -
$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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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.