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 - 9Genova, Italy
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Studio Bardo is an Accounting company headquartered in Genova, Italy. They specialize in Accounting and Business Consulting and were established in 1994.
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UndisclosedUndisclosed2 - 9Genova, Italy
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Studio Vigo is a Genova, Italy-based Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Genova, Italy
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Small Accounting company Studio Verdino, is located in Genova, Italy. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Genova, Italy
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Launched in 1999, Caruso & Vitale is an Accounting company. The company provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Genova, Italy
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RVA Ravà Valdata & Associati is an Accounting company launched in 1972. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Small Accounting company Studio Chiappori-Benzi, is in Genova, Italy. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
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Small Accounting company Abercrombie & Associates, is in Westlake Village, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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Skidmore Markell & Co. Is an Accounting company. Based in Simi Valley, California, the firm was founded in 2006. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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Michael P. Fischer, CPA is a small Accounting company. Founded in 1979, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Simi Valley, CA
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Based in Simi Valley, California, Michael J. White, CPA, CFP & Associates is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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Bookkeeping Pros Plus is an Accounting company. Launched in 2013, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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Pacfici CPA, Inc. Is an Accounting company. The Simi Valley, California-based firm was founded in 2018. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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Launched in 2013, KSasser CPA is an Accounting company. The team focuses on Accounting and Business Consulting and is based in Simi Valley, California.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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Strategic Financial Reporting, Inc. Is an Accounting company. The Simi Valley, California-based firm was launched in 2012. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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Dennis Duskin & Assoc., Inc. Is an Accounting company. Their team is located in Simi Valley, California. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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Established in 1976, Allen Accounting and Tax, Inc. Is an Accounting company. In Simi Valley, California, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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JC Accounting & Tax Services is a small Simi Valley, California-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Conyers, GA
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Gryphus Accounting Services LLC is a small Accounting company headquartered in Conyers, Georgia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Conyers, GA
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Lewis Business Services, Inc. Is a small Accounting company located in Conyers, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Conyers, GA
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A. Gibbs & Associates, LLC is a small Conyers, Georgia-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Smart Business Financial Services LLC is an Accounting company. They focus on Accounting and Business Consulting and are located in Conyers, Georgia.
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UndisclosedUndisclosed2 - 9Redwood City, CA
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Pon & Associates is an Accounting company. The small Redwood City, California-based team specializes in Accounting and Business Consulting. The company was launched in 1996.
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UndisclosedUndisclosed2 - 9Conyers, GA
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Tripp CPA & Tax Services LLC, a small Accounting company, is headquartered in Conyers, Georgia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Madison, GA
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Ally Tax & Business Services is an Accounting company. Founded in 2011, the firm is based in Madison, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sunrise, FL
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EVOKUS CORP / EVK Payroll / EVK Consulting is an Accounting company. Located in Sunrise, Florida, the team specializes in Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Conyers, GA
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Small Accounting company Segars & Vora CPA's LLC, is located in Conyers, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Covington, GA
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McBride Accounting, LLC is a small Accounting company in Covington, Georgia. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Covington, GA
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Mason's Business Services, a small Accounting company, is in Covington, Georgia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Marlborough, MA
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Ferris Development Group, a Commercial Financing company, is in Marlborough, Massachusetts. The team specializes in Commercial Financing and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Rehoboth, MA
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Commercial Property Management company Global Property Services was founded in 2001. The team focuses on Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Thousand Oaks, CA
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Established in 1992, Freeman & Associates Accountancy Corporation is an Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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Edward G. Ochs, CPA is an Accounting company. They are based in Simi Valley, California and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Whittier, CA
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Samuel Ortiz, CPA is a small Whittier, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Whittier, CA
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Aguirre, Greer & Co. - Certified Public Accountants is an Accounting company headquartered in Whittier, California. They focus on Accounting and Business Consulting and were launched in 2011.
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UndisclosedUndisclosed2 - 9Davis, CA
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Small Accounting company Nitzkowski Tax and Accounting Services Inc, is in Davis, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Thousand Oaks, CA
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Girolamo & Co. Is an Accounting company. In Thousand Oaks, California, the company was founded in 2006. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Davis, CA
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Likes Accounting Company is an Accounting company. The team specializes in Accounting, and the firm is headquartered in Davis, California.
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UndisclosedUndisclosed2 - 9Moorpark, CA
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Allen F. Sobelman, C.P.A. Is an Accounting company. Their small team of employees is located in Moorpark, California. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Camarillo, CA
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Mission Oaks Tax & Accounting, Inc. Is a small Accounting company headquartered in Camarillo, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Davis, CA
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Jamie Baker & Company is an Accounting company. They are headquartered in Davis, California and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Davis, CA
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Castellucci & Associates, CPA is an Accounting company. Their small team is headquartered in Davis, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Camarillo, CA
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Robert A. DeLellis, CPA is an Accounting company. Their small team is based in Camarillo, California. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Cadillac, MI
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Schepers & Hofstra CPA is an Accounting company. They are headquartered in Cadillac, Michigan and McBain, Michigan and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Davis, CA
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Wehner Accounting & Tax, an Accounting company, was founded in 2010. Located in Davis, California, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Camarillo, CA
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BARROWS & COMPANY is an Accounting company. The small Camarillo, California-based team specializes in Accounting and Business Consulting. The firm was launched in 2001.
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UndisclosedUndisclosed2 - 9Camarillo, CA
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Maria Hernandez-Alamin CPA is a Camarillo, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Menominee, MI
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Accounting company Kenneth J. Jones CPA was established in 1990. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Belfast, Northern Ireland
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Johnston Kennedy DFK is an Accounting company. Their small team is based in Belfast, Northern Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Davis, CA
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Wink Accountancy Corporation is a Davis, California-based Accounting company. Launched in 2005, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Camarillo, CA
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Founded in 2005, Terry Deever CPA, a small Accounting company, is headquartered in Camarillo, California. 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.